Golden Rule Insurance Company

Registered Principal Details

Business Or Interest:
Life and health insurance.

Lobbying Interests:
Due to Golden Rule's significant business presence in Wisconsin, Golden Rule lobbyists handle a wide variety of issues. We anticipate handling the following issues: state implementation of federal health insurance reform laws; general insurance laws related to the issue and rating of insurance policies; the Wisconsin Health Insurance Risk Sharing Plan (HIRSP); all legislative and administrative rules impacting individual health insurance; all legislation and administrative rules impacting life insurance.

CEO Name:
Jack Whelan
Government Relations

Contact
JW
Josh Watson
7440 Woodland Dr
Indianapolis, IN 46278-1719
(317) 715-7274
(317) 290-8517
jpwatson@goldenrule.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Josh Watson Exclusive Duties N/A Authorized On 1/1/2005 Withdrawn On N/A
Donald Stitt Exclusive Duties N/A Authorized On 1/1/2005 Withdrawn On N/A
Thomas J Springer Exclusive Duties N/A Authorized On 1/6/2005 Withdrawn On N/A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
1/14/2005
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 812
Assembly Bill 812
relating to: the definition of a group health benefit plan.

Bill Text and History

For
Notification Date
1/25/2006
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 1052
Assembly Bill 1052
relating to: prohibiting certain rules related to defined network plans and preferred provider plans, requiring defined network plans and preferred provider plans to provide certain notices, requiring the commissioner of insurance to publish a guide descri...

Bill Text and History

None
Notification Date
3/1/2006
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
1/14/2005
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 420
Senate Bill 420
relating to: the definition of a group health benefit plan.

Bill Text and History

For
Notification Date
12/16/2005
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.

Topics Not Yet Assigned A Bill Or Rule Number

Group Insurance Health Plans
Development, drafting or introduction of a proposal relating to
Group Insurance Health Plans

Action Intended To Affect
Legislative Matter

Notification Date
3/24/2005
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.

Development, drafting or introduction of a proposal relating to INS 9.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal relating to INS 9.

Action Intended To Affect
Rule (by a state agency)

Notification Date
1/1/2005
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.

The inclusion of language into Wisconsin code to allow small business employers to periodically deduct insurance premiums for their employees who have purchased an individual policy from an insurer, commonly referred to as "List Bill".
Development, drafting or introduction of a proposal relating to
The inclusion of language into Wisconsin code to allow small business employers to periodically deduct insurance premiums for their employees who have purchased an individual policy from an insurer, commonly referred to as "List Bill".

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
1/1/2005
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
$45,361.01
2005
July - December
$42,088.29
2006
January - June
$48,724.01
2006
July - December
$21,010.28
Total $157,183.59
Total Hours Communicating 2005
January - June
154.30
2005
July - December
68.15
2006
January - June
65.00
2006
July - December
29.50
Total 316.95
Total Hours Other 2005
January - June
200.35
2005
July - December
166.00
2006
January - June
111.20
2006
July - December
46.00
Total 523.55

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
1 %
2005
July - December
2006
January - June
1 %
2006
July - December
Total < 1%
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
9 %
2005
July - December
2006
January - June
1 %
2006
July - December
Total 4 %
relating to: the definition of a group health benefit plan.
2005
January - June
2005
July - December
2006
January - June
2006
July - December
Total
2005
January - June
2005
July - December
10 %
2006
January - June
3 %
2006
July - December
Total 3 %
relating to: the definition of a group health benefit plan.
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 5 %

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

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
85 %
2005
July - December
90 %
2006
January - June
65 %
2006
July - December
100 %
Total 84 %

Minor Efforts

No minor efforts found.

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
2006
January - June
5 %
2006
July - December
Total 1 %

Filed Statements of Lobbying Activity and Expenditures