Humana Inc

Registered Principal Details

Business Or Interest:
Health insurance, managed healthcare, dental insurance, life and disability insurance.

Lobbying Interests:
Health insurance issues for both managed care and indemnity products. General insurance regulation including solvency, financial standards and market conduct. Issues related to dental, life and disability insurance coverage. Taxation issues related to both insurers/HMOs and employee benefits as well as business expenses. Matters related to workers compensation insurance. Health care provider regulation. Medical assistance coverage and administration.

CEO Name:
Michael McCallister
Sr Vice President, Government Affairs

Contact
HM
Heidi Margulis
500 W Main
Louisville, KY 40202
(920) 337-5618
(920) 339-7709
nmargulis@humana.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Allan Patek Exclusive Duties N/A Authorized On 1/5/2005 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 4
Assembly Bill 4
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
1/28/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Humana supports consistency between federal and state tax treatment of health savings accounts.
Assembly Bill 5
Assembly Bill 5
relating to: health benefit purchasing cooperatives.

Bill Text and History

2005 Wisconsin Act 30

None
Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 33
Assembly Bill 33
relating to: an exception to confidentiality requirements for treatment records.

Bill Text and History

2005 Wisconsin Act 485

For
Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 83
Assembly Bill 83
relating to: payment of stipend to state employees who do not elect coverage under the state employee health care coverage plan.

Bill Text and History

None
Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 108
Assembly Bill 108
relating to: covering certain private sector employers and their employees under the health care coverage plan for the state and its employees and making an appropriation.

Bill Text and History

Other
Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Concern about the affect on participating health plans.
Assembly Bill 199
Assembly Bill 199
relating to: the purchase of health care coverage through the Group Insurance Board by individuals who are engaged in the business of farming, granting rule-making authority, and making an appropriation.

Bill Text and History

Other
Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Concerned about impact on participating health plans and potential competition with the standard insurance marketplace.
Assembly Bill 320
Assembly Bill 320
relating to: notice regarding unauthorized use of personal information.

Bill Text and History

Against
Notification Date
9/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
The bill should not apply to encrypted data and should only apply to Wisconsin residents.
Assembly Bill 907
Assembly Bill 907
relating to: requiring a contract with a data organization for the collection, analysis, and dissemination of health care claims information; eliminating the Board on Health Care Information, the Interagency Coordinating Council, and the Independent Review...

Bill Text and History

2005 Wisconsin Act 228

For
Notification Date
1/3/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 926
Assembly Bill 926
relating to: group health care plans offered by health benefit purchasing cooperatives.

Bill Text and History

2005 Wisconsin Act 231

Against
Notification Date
1/30/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Pooled purchasing opportunities should not undermine the protections provided to small employers (i.e. guaranteed issue, rating limits, rate increase limits).
Assembly Bill 1039
Assembly Bill 1039
relating to: persons to whom liability insurance claim settlement checks must be made payable; independent evaluations for insurance coverage of chiropractic treatment; current procedural terminology codes on health insurance claim forms; and direct paymen...

Bill Text and History

Against
Notification Date
3/7/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 7
Senate Bill 7
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
1/28/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Humana supports consistent state and federal tax treatment of health savings accounts.
Senate Bill 108
Senate Bill 108
relating to: the purchase of health care coverage through the Group Insurance Board by individuals who are engaged in the business of farming, granting rule-making authority, and making an appropriation.

Bill Text and History

Other
Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
Concerned about the impact on participating health plans and potential competition with the standard insurance market.
Senate Bill 131
Senate Bill 131
relating to: the offering of health savings accounts under the state employee health care coverage program.

Bill Text and History

For
Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 164
Senate Bill 164
relating to: notice regarding unauthorized acquisition of personal information.

Bill Text and History

2005 Wisconsin Act 138

Against
Notification Date
9/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Comments
The scope of the bill should not apply to encrypted data or extend to non-Wisconsin residents.
Other
Notification Date
9/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 614
Senate Bill 614
persons to whom liability insurance claim settlement checks must be made payable; independent evaluations for insurance coverage of chiropractic treatment; current procedural terminology codes on health insurance claim forms; and direct payment to a chirop...

Bill Text and History

Against
Notification Date
3/7/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Administration: Attached Programs
Biennial budget bill treatment of matter relating to
Administration: Attached Programs

Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Health care data reporting and administration

Agriculture, Trade and Consumer Protection: Trade and Consumer Protection
Biennial budget bill treatment of matter relating to
Agriculture, Trade and Consumer Protection: Trade and Consumer Protection

Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Do not call list administration

Employee Trust Funds
Biennial budget bill treatment of matter relating to
Employee Trust Funds

Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
State employee health plan administration and funding.

Health and Family Services: Health
Biennial budget bill treatment of matter relating to
Health and Family Services: Health

Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Patient Office Visit Data reporting and administration

Health and Family Services: Medical Assistance
Biennial budget bill treatment of matter relating to
Health and Family Services: Medical Assistance

Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Insurance
Biennial budget bill treatment of matter relating to
Insurance

Notification Date
3/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Funding and staffing. Lapses of SEG fee revenue

Administrative Rulemaking Proceedings

Fees for copies of patient health care records. (Ch. HFS 117)
Agency Name
Health and Family Services
Subject
Fees for copies of patient health care records. (Ch. HFS 117)
Scope Statement
Register Number: 561 (10/1/2002)
Clearinghouse Rule: CR 03-111
Other
Notification Date
3/31/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

health benefit and health care plans.
Agency Name
Insurance
Subject
health benefit and health care plans.
Scope Statement
Register Number: 584 (8/15/2004)
Other
Notification Date
3/31/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
Concerned about the scope of the exemption. Previously reported as a topic.

Topics Not Yet Assigned A Bill Or Rule Number

Health Reinsurance proposals
Development, drafting or introduction of a proposal relating to
Health Reinsurance proposals

Action Intended To Affect
Legislative Matter

Notification Date
12/18/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Healthy Wisconsin Proposal
Development, drafting or introduction of a proposal relating to
Healthy Wisconsin Proposal

Action Intended To Affect
Legislative Matter

Notification Date
12/18/2006
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Revisions to the Patient Office Visit Data (POVD) system (LRB 3240)
Development, drafting or introduction of a proposal relating to
Revisions to the Patient Office Visit Data (POVD) system (LRB 3240)

Action Intended To Affect
Legislative Matter

Notification Date
9/30/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

INS 9 - Regulating insurers offering defined network plans, preferred provider plans and limited service health organizations.
Development, drafting or introduction of a proposal relating to
INS 9 - Regulating insurers offering defined network plans, preferred provider plans and limited service health organizations.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/31/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Development of a uniform credentialing process for health care providers with insurers and health plans.
Development, drafting or introduction of a proposal relating to
Development of a uniform credentialing process for health care providers with insurers and health plans.

Action Intended To Affect
Legislative Matter

Notification Date
1/6/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

DHFS Administrative Rule Revision - HFS 117 Medical Record Fee Limits. Proposed increases and the impact on organizations that must obtain copies of records and incentives for record holding organizations to implement electronic records management.
Development, drafting or introduction of a proposal relating to
DHFS Administrative Rule Revision - HFS 117 Medical Record Fee Limits. Proposed increases and the impact on organizations that must obtain copies of records and incentives for record holding organizations to implement electronic records management.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/6/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Expansion of price and performance disclosure by physicians and hospitals.
Development, drafting or introduction of a proposal relating to
Expansion of price and performance disclosure by physicians and hospitals.

Action Intended To Affect
Legislative Matter

Notification Date
1/6/2005
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
Total Lobbying Expenditures 2005
January - June
$22,862.29
2005
July - December
$16,022.16
2006
January - June
$20,370.75
2006
July - December
$26,597.22
Total $85,852.42
Total Hours Communicating 2005
January - June
37.75
2005
July - December
8.25
2006
January - June
35.00
2006
July - December
32.00
Total 113.00
Total Hours Other 2005
January - June
147.50
2005
July - December
107.25
2006
January - June
95.00
2006
July - December
94.75
Total 444.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
5%
2005
July - December
2006
January - June
5%
2006
July - December
Total 3%
relating to: the offering of health savings accounts under the state employee health care coverage program.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
5%
2005
July - December
2006
January - June
2006
July - December
Total 2%
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
10%
2005
July - December
2006
January - June
2006
July - December
Total 3%
relating to: notice regarding unauthorized use of personal information.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
10%
2006
January - June
2006
July - December
Total 2%
relating to: requiring a contract with a data organization for the collection, analysis, and dissemination of health care claims information; eliminating the Board on Health Care Information, the Interagency Coordinating Council, and the Independent Review Board; and making appropriations.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
10%
2006
January - June
15%
2006
July - December
Total 6%
relating to: persons to whom liability insurance claim settlement checks must be made payable; independent evaluations for insurance coverage of chiropractic treatment; current procedural terminology codes on health insurance claim forms; and direct payment to a chiropractor.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
5%
2006
July - December
Total 1%
persons to whom liability insurance claim settlement checks must be made payable; independent evaluations for insurance coverage of chiropractic treatment; current procedural terminology codes on health insurance claim forms; and direct payment to a chiropractor. (FE)
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
5%
2006
July - December
Total 1%
relating to: group health care plans offered by health benefit purchasing cooperatives.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
25%
2006
July - December
Total 6%

Budget Bill Subjects

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
5%
2005
July - December
2006
January - June
2006
July - December
Total 2%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
5%
2005
July - December
2006
January - June
2006
July - December
Total 2%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
5%
2005
July - December
2006
January - June
2006
July - December
Total 2%

Administrative Rulemaking Proceedings

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
35%
2005
July - December
20%
2006
January - June
20%
2006
July - December
Total 20%

Topics Not Yet Assigned A Bill Or Rule Number

2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
5%
2005
July - December
2006
January - June
2006
July - December
Total 2%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
15%
2005
July - December
20%
2006
January - June
2006
July - December
5%
Total 10%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
10%
2006
January - June
2006
July - December
Total 2%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
10%
2006
July - December
15%
Total 6%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
2006
July - December
25%
Total 6%
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
2006
January - June
2006
July - December
30%
Total 7%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
10%
2005
July - December
15%
2006
January - June
5%
2006
July - December
10%
Total 10%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
15%
2006
January - June
10%
2006
July - December
15%
Total 9%

Filed Statements of Lobbying Activity and Expenditures