Thrivent Financial for Lutherans (formerly Aid Association for Lutherans)

Registered Principal Details

Business Or Interest:
Thrivent Financial for Lutherans is a fraternal benefits society--a faith-based membership organization that helps our members protect their financial security and give back to their communities.

Lobbying Interests:
Any legislative or administrative activity which would impact Thrivent or its subsidiaries, including but not limited to; volunteer and community outreach; and financial product regulation.

CEO Name:
Bruce Nicholson
Director, Government Affairs

Contact
BC
Brian Casey
4321 N Ballard Rd
Appleton, WI 54919
(920) 628-3738
(920) 628-3711
brian.casey@thrivent.com
www.thrivent.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Brian Casey Exclusive Duties N/A Authorized On 2/9/2009 Withdrawn On N/A
Sharon Brosnan Exclusive Duties N/A Authorized On 2/9/2009 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 73
Assembly Bill 73
Relating to: cash value of life insurance regarding eligibility for the veterans assistance program.

Bill Text and History

For
Notification Date
4/17/2009
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 648
Assembly Bill 648
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.

Bill Text and History

For
Notification Date
1/15/2010
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
Also urge Legislature to conform with fed law on retirement account contrib limits (will be cut dramatically for WI residents in 2011) and new annuity/long-term care combo products that will make long-term care insurance more affordable for consumers
Assembly Bill 701
Assembly Bill 701
Relating to: the Interstate Insurance Receivership Compact, investment guidelines for charitable gift annuity segregated accounts, Health Insurance Risk-Sharing Plan assessment participation, reciprocity for long-term care insurance policies, voting by fra...

Bill Text and History

2009 Wisconsin Act 342

For
Notification Date
2/7/2010
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 758
Assembly Bill 758
Relating to: life settlements, granting rule-making authority, and providing a penalty.

Bill Text and History

For
Notification Date
3/16/2010
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 439
Senate Bill 439
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.

Bill Text and History

2009 Wisconsin Act 161

For
Notification Date
1/15/2010
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
Also urge Legislature to conform with fed law on retirement account contrib limits (will be cut dramatically for WI residents in 2011) and new annuity/long-term care combo products that will make long-term care insurance more affordable for consumers
Senate Bill 513
Senate Bill 513
Relating to: life settlements, granting rule-making authority, and providing a penalty.

Bill Text and History

2009 Wisconsin Act 344

For
Notification Date
2/7/2010
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 516
Senate Bill 516
Relating to: the Interstate Insurance Receivership Compact, investment guidelines for charitable gift annuity segregated accounts, Health Insurance Risk-Sharing Plan assessment participation, reciprocity for long-term care insurance policies, voting by fra...

Bill Text and History

For
Notification Date
2/7/2010
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

Shared Revenue and Property Tax Relief: Property Taxation
Biennial budget bill treatment of matter relating to
Shared Revenue and Property Tax Relief: Property Taxation

Notification Date
6/23/2009
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

Continued independence of the Office of the Commissioner of Insurance as a stand alone agency
Development, drafting or introduction of a proposal relating to
Continued independence of the Office of the Commissioner of Insurance as a stand alone agency

Action Intended To Affect
Legislative Matter

Notification Date
12/8/2010
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.

WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).
Development, drafting or introduction of a proposal relating to
WI conformity with certain federal long-term care insurance tax provisions (sect. 844 of PL 109-280, the federal Pension Protection Act of 2006).

Action Intended To Affect
Legislative Matter

Notification Date
8/11/2010
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.

statewide child care quality rating system
Development, drafting or introduction of a proposal relating to
statewide child care quality rating system

Action Intended To Affect
Legislative Matter

Notification Date
2/17/2010
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.

Aligning WI tax laws with federal provisions for IRAs and other financial products
Development, drafting or introduction of a proposal relating to
Aligning WI tax laws with federal provisions for IRAs and other financial products

Action Intended To Affect
Legislative Matter

Notification Date
12/7/2009
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.

Modernize fraternal code to make it easier for members to vote in board elections through electronic or other means
Development, drafting or introduction of a proposal relating to
Modernize fraternal code to make it easier for members to vote in board elections through electronic or other means

Action Intended To Affect
Legislative Matter

Notification Date
6/22/2009
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.

All matters relating to life insurance settlements
Development, drafting or introduction of a proposal relating to
All matters relating to life insurance settlements

Action Intended To Affect
Legislative Matter

Notification Date
2/10/2009
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.

predatory lending
Development, drafting or introduction of a proposal relating to
predatory lending

Action Intended To Affect
Legislative Matter

Notification Date
2/9/2009
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.

Supervision by insurance company of annuity sales
Development, drafting or introduction of a proposal relating to
Supervision by insurance company of annuity sales

Action Intended To Affect
Legislative Matter

Notification Date
2/9/2009
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

  2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
Total Lobbying Expenditures 2009
January - June
$19,839.05
2009
July - December
$4,757.95
2010
January - June
$9,921.74
2010
July - December
$4,031.62
Total $38,550.36
Total Hours Communicating 2009
January - June
6.50
2009
July - December
5.25
2010
January - June
21.25
2010
July - December
5.50
Total 38.50
Total Hours Other 2009
January - June
208.00
2009
July - December
45.00
2010
January - June
71.50
2010
July - December
22.50
Total 347.00

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

Relating to: life settlements, granting rule-making authority, and providing a penalty.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
13%
2010
July - December
Total 3%
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
14%
2010
July - December
Total 3%
Relating to: adopting Internal Revenue Code provisions related to individual retirement accounts and adopting provisions of the Heroes Earnings Assistance and Relief Tax Act of 2008 for state income and franchise tax purposes.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
17%
2010
July - December
Total 4%
Relating to: life settlements, granting rule-making authority, and providing a penalty.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
24%
2010
July - December
Total 6%

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

2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
84%
2009
July - December
24%
2010
January - June
10%
2010
July - December
65%
Total 57%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
23%
2010
January - June
2010
July - December
Total 3%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
47%
2010
January - June
2010
July - December
Total 6%
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
2010
July - December
30%
Total 2%

Minor Efforts

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

Minor Efforts
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
5%
2009
July - December
6%
2010
January - June
16%
2010
July - December
5%
Total 8%

Other Matters

Includes time spent on:

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

Other Matters
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
11%
2009
July - December
2010
January - June
6%
2010
July - December
Total 8%

Filed Statements of Lobbying Activity and Expenditures