Wisconsin Fraternal Congress

Registered Principal Details

Business Or Interest:
The Wisconsin Fraternal Congress represents 35 fraternal benefit societies with more than 680,000 members in the state.

Lobbying Interests:
Any legislation or administrative rule that would imipact fraternal benefit societies, their tax-exempt status or the financial security products they offer their members.

CEO Name:
Anne Rogers
Chair, Legislative Committee

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

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Martin Schreiber Exclusive Duties N/A Authorized On 1/29/2009 Withdrawn On N/A
William McClenahan Exclusive Duties N/A Authorized On 1/30/2009 Withdrawn On N/A
Annie Early Exclusive Duties N/A Authorized On 2/22/2010 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

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
3/7/2010
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 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
2/12/2010
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 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
2/12/2010
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
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.

Topics Not Yet Assigned A Bill Or Rule Number

federalization of tax treatment of retirement account contributions
Development, drafting or introduction of a proposal relating to
federalization of tax treatment of retirement account contributions

Action Intended To Affect
Legislative Matter

Notification Date
2/10/2010
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.

prohibition of stranger-originated life insurance
Development, drafting or introduction of a proposal relating to
prohibition of stranger-originated life insurance

Action Intended To Affect
Legislative Matter

Notification Date
2/10/2010
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.

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.

tax exemptions for fraternals and nonprofits
Development, drafting or introduction of a proposal relating to
tax exemptions for fraternals and nonprofits

Action Intended To Affect
Legislative Matter

Notification Date
1/29/2009
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
$22,500.00
2009
July - December
$22,500.00
2010
January - June
$22,500.00
2010
July - December
$22,500.00
Total $90,000.00
Total Hours Communicating 2009
January - June
5.60
2009
July - December
3.30
2010
January - June
17.05
2010
July - December
4.20
Total 30.15
Total Hours Other 2009
January - June
57.30
2009
July - December
43.80
2010
January - June
79.80
2010
July - December
69.80
Total 250.70

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

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
10 %
2010
July - December
Total 4 %
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 fraternal members, the insurance security fund, modifications to motor vehicle insurance policy and umbrella and excess liability policy requirements, providing an exemption from emergency rule procedures, and granting rule-making authority.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
10 %
2010
July - December
Total 4 %
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 fraternal members, the insurance security fund, modifications to motor vehicle insurance policy and umbrella and excess liability policy requirements, providing an exemption from emergency rule procedures, and granting rule-making authority.
2009
January - June
2009
July - December
2010
January - June
2010
July - December
Total
2009
January - June
2009
July - December
2010
January - June
25 %
2010
July - December
Total 9 %

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
2009
July - December
17 %
2010
January - June
10 %
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
65 %
Total 17 %

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
8 %
2009
July - December
3 %
2010
January - June
20 %
2010
July - December
15 %
Total 13 %

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
92 %
2009
July - December
80 %
2010
January - June
25 %
2010
July - December
20 %
Total 48 %

Filed Statements of Lobbying Activity and Expenditures