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Proposed Revision of Annual Information Return/Reports and Proposed Rules - Annual Reporting and Disclosure

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  1. Linda S. Archacki
    July 19, 2016
  2. Josie Hammond
    July 22, 2016
  3. Anonymous
    July 26, 2016
  4. Chai Respes
    July 28, 2016
  5. Steve Van Scoik
    July 29, 2016
  6. Debbie Passerallo
    July 29, 2016
  7. Tracy Hieber
    August 1, 2016
  8. Hassen Hakim
    August 8, 2016
  9. Amanda Guinan
    August 10, 2016
  10. Anonymous
    August 10, 2016
  11. American Bankers Association
    Timothy E. Keehan
    August 15, 2016
  12. Anonymous
    August 29, 2016
  13. FMR LLC Fidelity Investments
    Douglas O. Kant
    August 29, 2016
  14. Investment Company Institute, The SPARK Institute, Inc., American Benefits Council, Plan Sponsor Council of America
    August 29, 2016
  15. U.S. Chamber of Commerce
    Randel K. Johnson
    August 30, 2016
  16. American Institute of Certified Public Accountants
    Ian MacKay
    September 1, 2016
  17. American Council of Life Insurers
    James H. Szostek
    Howard M. Bard
    September 1, 2016
  18. Tim Jost
    September 3, 2016
  19. Members of United States Senate
    Ron Wyden
    Patty Murray
    May 18, 2016
  20. Morgan, Lewis & Bockius LLP
    Daniel R. Kleinman
    Michael B. Richman
    September 9, 2016
  21. Laurie Hibbert
    September 9, 2016
  22. Groom Law Group Chartered on behalf of a coalition of firms that provide recordkeeping services to employee benefit pension plans
    Stephen M. Saxon
    Michael P. Kreps
    Ellen M. Goodwin
    September 12, 2016
  23. American Retirement Association
    Brian H. Graff, Craig P. Hoffman, Marcy L. Supovitz, Robert Richter
    September 13, 2016
  24. Jim Hoblcik
    September 15, 2016
  25. National Business Group on Health
    Brian J. Marcotte
    September 19, 2016
  26. Anonymous
    September 19, 2016
  27. Anonymous
    September 20, 2016
  28. Craig Klein
    September 21, 2016
  29. Summit Consulting, LLC
    September 20, 2016
  30. National Academy for State Health Policy in collaboration with National Association of Health Data Organizations and the APCD Council
    September 21, 2016
  31. Tina Wright
    September 21, 2016
  32. National Association of State Boards of Accountancy
    Donald H. Burkett, Ken L. Bishop
    September 21, 2016
  33. The Allumbaugh Agency
    Joel Allumbaugh
    September 27, 2016
  34. Anonymous
    September 27, 2016
  35. Society of Actuaries
    Lisa Schilling, R. Dale Hall
    October 3, 2016
  36. Human Services Research Institute
    David Hughes, Leanne Candura
    October 3, 2016
  37. Anonymous
    September 30, 2016
  38. Health Care Incentives Improvement Institute
    Francois de Brantes
    September 30, 2016
  39. Washington State Office of Financial Management, Forecasting and Research Division
    October 3, 2016
  40. Virginia Health Information
    October 3, 2016
  41. Maine Health Data Organization
    Karynlee Harrington
    October 4, 2016
  42. Cutler Institute of Health and Social Policy in Muskie School of Public Service University of Southern Maine
    Kris Sahonchik, Andrew Coburn, Erika Ziller
    October 4, 2016
  43. APCD Council, a collaboration between the Institute for Health Policy and Practice at the University of New Hampshire and the National Association of Health Data Organizations
    September 30, 2016
  44. Principles for Responsible Investment
    October 4, 2016
  45. Employee Benefits Committee and Taxation Executive Committee of the Illinois CPA Society
    Kathleen Musial, Jeffrey Rozovics
    October 4, 2016
  46. The Center for Retirement Research
    October 4, 2016
  47. Keller Rohrback
    Erin M. Riley, David S. Preminger, Jeffrey Lewis, Gretchen S. Obrist
    October 4, 2016
  48. Kristen Russell
    October 4, 2016
  49. Maryland Health Care Commission
    Ben Steffen
    October 5, 2016
  50. Center for Health Information and Analysis
    October 5, 2016
  51. Jim Hoblcik
    September 15, 2016
  52. Anonymous
    September 19, 2016
  53. Anonymous
    September 20, 2016
  54. Richard Keller
    September 20, 2016
  55. Anonymous
    September 22, 2016
  56. Anonymous
    September 30, 2016
  57. Joseph Larsen
    October 13, 2016
  58. Charles Strand
    October 16, 2016
  59. Center for Improving Value in Health Care
    Ana English
    October 20, 2016
  60. Anonymous
    October 20, 2016
  61. American Bankers Association
    Timothy E. Keehan
    October 25, 2016
  62. Frank Harmon
    October 26, 2016
  63. Dan
    October 26, 2016
  64. Arkansas Healthcare Transparency Initiative Board
    Joseph W. Thompson
    October 24, 2016
  65. Arkansas Center for Health Improvement
    Joseph W. Thompson
    October 26, 2016
  66. TAG Resources
    Derren P. Burrell
    October 27, 2016
  67. Massachusetts Health Data Consortium
    October 31, 2016
  68. Freedman HealthCare and the State of Arkansas Insurance Department
    John D. Freedman, Daniel W. Honey
    November 2, 2016
  69. Employee Benefits Plan Committee and the Peer Review Committee of the Pennsylvania Institute of Certified Public Accountants
    Richard Fischer
    James K. Pasquarette
    November 14, 2016
  70. New York State Department of Health
    Patrick J. Roohan
    November 8, 2016
  71. Massachusetts Health Policy Commission
    Stuart Altman
    November 15, 2016
  1. Marlene Borton
    November 16, 2016
  2. Chris Gigandet
    November 16, 2016
  3. David Powell
    November 18, 2016
  4. Michael DeLorenzo
    November 21, 2016
  5. Doug Fisher
    November 22, 2016
  6. Insurance Administrator of America
    Paul P. Kelly
    November 22, 2016
  7. Anonymous
    November 21, 2016
  8. Utah State Legislature Health Reform Task Force
    Allen M. Christensen, James A. Dunnigan
    November 18, 2016
  9. Members of Utah State Legislature
    Wayne L. Niederhauser, Gregory H. Hughes
    November 18, 2016
  10. National Federation of Independent Business
    Daniel Bosch
    November 22, 2016
  11. American Institute of Certified Public Accountants (proposed implementing regulations)
    James Haubrock, Annette Nellen
    November 22, 2016
  12. American Institute of Certified Public Accountants (proposed annual report/return)
    James Haubrock, Annette Nellen
    November 22, 2016
  13. RSM US LLP
    November 28, 2016
  14. Oregon Health Authority Oregon All Payer All Claims database
    Jon Collins
    November 28, 2016
  15. The Office of Massachusetts Attorney General Maura Healey
    Mary A. Beckman
    November 29, 2016
  16. Utah Department of Health
    Joseph K. Miner
    November 30, 2016
  17. Member of the House of Representatives of the State of Utah
    Norman K. Thurston
    November 30, 2016
  18. American Retirement Association
    Brian H. Graff, Judy A. Miller, Craig P. Hoffman, Elizabeth T. Dold, Robert Kaplan, Tom Finnegan
    December 1, 2016
  19. Massachusetts Health & Hospital Association
    December 1, 2016
  20. Ernst & Young LLP
    December 1, 2016
  21. NISA Investment Advisors LLC
    David G. Eichhorn
    December 2, 2016
  22. Aon Hewitt
    Peter Warman
    December 2, 2016
  23. Delta Dental Plans Association
    Jason Daughn
    December 2, 2016
  24. Connecticut State Senators
    Martin M. Looney, Leonard A. Fasano
    December 2, 2016
  25. BrightScope, Inc.
    Ryan Alfred
    December 2, 2016
  26. National Association of Health Underwriters
    Janet Stokes Trautwein
    December 2, 2016
  27. The Institute of Management Accountants' Small Business Financial and Regulatory Affairs Committee
    Gerald S. Silberstein
    December 2, 2016
  28. Onpoint Health Data
    James H. Harrison
    December 2, 2016
  29. Morningstar, Inc.
    Aron Szapiro
    December 2, 2016
  30. Noble-Davis Consulting, Inc.
    Jan Davis
    December 2, 2016
  31. UAW Retiree Medical Benefits Trust
    Mary Beth Kuderik
    December 2, 2016
  32. Society of Professional Benefit Administrators
    Elizabeth Ysla Leight
    December 2, 2016
  33. Wrangle, LLC
    Ann McAdam
    December 2, 2016
  34. Stable Value Industry Association
    Gina Mitchell
    December 2, 2016
  35. XBRL US
    Campbell Pryde
    December 2, 2016
  36. Alliance Benefit Group of Houston
    David Eudoxie, Jr.
    December 2, 2016
  37. Barnard & Associates Retirement Plan Specialists LLC
    Monica Barnard
    December 2, 2016
  38. Monica Barnard
    December 2, 2016
  39. Frank J. Colavito
    December 3, 2016
  40. Goldberg, Swedelson & Associates, Inc.
    Mark D. Swedelson
    December 3, 2016
  41. New York State Assembly Committee on Health Chairperson Gottfried
    December 4, 2016
  42. Intac Actuarial Services, Inc.
    Charles Rosenberg
    December 4, 2016
  43. Manzi & Associates, LLC
    Jeannie Mickel
    December 4, 2016
  44. BlackRock, Inc.
    Barbara Novick, Joanne Medero, Patricia Anne Kuhn
    December 5, 2016
  45. Employers Council on Flexible Compensation
    William F. Sweetnam, Jr.
    December 5, 2016
  46. The Center for Health Law and Policy Innovation at Harvard Law School
    December 5, 2016
  47. The Council of Insurance Agents & Brokers
    Ken A. Crerar
    December 5, 2016
  48. Gilsbar, L.L.C.
    Ashley M. Flick
    December 5, 2016
  49. UnitedHealthcare
    Payman Pezhman
    December 5, 2016
  50. Troy Atkinson
    December 5, 2016
  51. The Retail Industry Leaders Association
    December 5, 2016
  52. Jennifer
    December 5, 2016
  53. Magellan Health, Inc.
    Meredith A. Delk
    December 5, 2016
  54. WageWorks, Inc.
    Jody L. Dietel
    December 5, 2016
  55. The Massachusetts Executive Office of Health and Human Services
    Jesse M. Caplan
    December 5, 2016
  56. The Blue Cross and Blue Shield Association
    Kris Haltmeyer
    December 5, 2016
  57. Bloomberg, L.P.
    Chris Casey, Peter Warms
    December 5, 2016
  58. The SPARK Institute, Inc.
    Tim Rouse
    December 5, 2016
  59. Delta Dental of California
    Jeff Album
    December 5, 2016
  60. Associated Builders and Contractors, Inc.
    Ben Brubeck
    December 5, 2016
  61. The Commissioner of the New Hampshire Insurance Department
    Roger A. Sevigny
    December 5, 2016
  62. American Benefits Counsel
    Jan Jacobson, Kathryn Wilbur
    December 5, 2016
  63. America's Health Insurance Plans
    Julie S. Miller
    December 5, 2016
  64. T. Rowe Price Group, Inc.
    Stephen G. Swirnow
    December 5, 2016
  65. UNITE HERE HEALTH
    D. Taylor
    December 5, 2016
  66. Members of the United States House of Representatives Committee on Education and the Workforce
    John Kline, Phil Roe, et. al.
    December 5, 2016
  1. The ERISA Industry Committee
    James P. Gelfand
    December 5, 2016
  2. AARP
    David Certner
    December 5, 2016
  3. U.S. Chamber of Commerce
    Randel Johnson
    December 5, 2016
  4. Group & Pension Administrators, Inc.
    Joanie Verinder
    December 5, 2016
  5. The District of Columbia Health Benefit Exchange Authority
    Mila Kofman
    December 5, 2016
  6. National Association of Dental Plans
    Evelyn F. Ireland
    December 5, 2016
  7. Jeff Ryder
    December 5, 2016
  8. National Business Group on Health
    Brian J. Marcotte
    December 5, 2016
  9. Self-Insurance Institute of America, Inc.
    Mike Ferguson
    December 5, 2016
  10. Beasley & Company
    John P. Beasley
    December 5, 2016
  11. Trucker Huss on behalf of the Western Conference of Teamsters Pension Plan
    Charles A. Storke
    December 5, 2016
  12. National Association of Vision Care Plans
    Julian Roberts
    December 5, 2016
  13. National Coordinating Committee for Multiemployer Plans
    Randy G. DeFrehn
    December 5, 2016
  14. Plante & Moran, PLLC (proposed revision annual report/return)
    December 5, 2016
  15. Plante & Moran, PLLC (proposed implementing regulations)
    December 5, 2016
  16. American Bankers Association
    Timothy E. Keehan
    December 5, 2016
  17. CUSIP Global Services operated on behalf of the American Bankers Association by S&P Global, Inc.
    Scott Preiss
    December 5, 2016
  18. Pharmaceutical Care Management Association
    Barbara Levy
    December 5, 2016
  19. FMR LLC Fidelity Investments
    Douglas O. Kant
    December 5, 2016
  20. Qualified Concepts, Inc.
    Jacqueline Kral Bochenski
    December 5, 2016
  21. Benefit Strategies, Inc.
    Dena Tady Honig
    December 5, 2016
  22. Dana L. Litwinka
    December 5, 2016
  23. The Pension Design Group
    Rebecca L. Zubovic
    December 5, 2016
  24. Moss Adams
    Bertha A. Minnihan
    December 5, 2016
  25. The Pension Design Group
    Jackie Tarr-Jones
    December 5, 2016
  26. The Committee on Investment of Employee Benefit Assets, The Society for Human Resource Management, The ERISA Industry Committee
    Ray Kanner, Will Hansen, Michael Aitken
    December 5, 2016
  27. San Diego Pension Consultants
    James A. Peterson
    December 5, 2016
  28. Principal
    Susan L. Breen-Held
    December 5, 2016
  29. The Coalition of Collective Investment Trusts
    Clifford E. Kirsh, Carol T. McClarnon
    December 5, 2016
  30. The Society for Human Resource Management
    Michael P. Aiken
    December 5, 2016
  31. Willis Towers Watson
    Janet Rabinowitz, Sarah Hare
    December 5, 2016
  32. Investment Adviser Association
    Robert C. Grohowski
    December 5, 2016
  33. The KGK Group, Ltd.
    Marianne T. Kral
    December 5, 2016
  34. The American Council of Life Insurers
    James H. Szostek, Howard M. Bard
    December 5, 2016
  35. San Diego Pension Consultants, Inc.
    Cyndie Fessenden
    December 5, 2016
  36. The State of Rhode Island Executive Office of Health & Human Services
    Elizabeth H. Roberts
    December 5, 2016
  37. The Green Mountain Care Board
    Susan J. Barrett
    December 5, 2016
  38. The Securities Industry and Financial Markets Association, including SIFMA's Asset Management Group
    Lisa Bleier
    December 5, 2016
  39. The ACCE Benefits Trust, The National Association of Professional Employer Organizations, and The Society for Human Resource Management
    December 5, 2016
  40. James M. Heinzman
    December 5, 2016
  41. Chris Madison
    December 5, 2016
  42. Stephen Kohler
    December 5, 2016
  43. Stephanie Jones
    December 5, 2016
  44. Jennifer Gebhardt
    December 5, 2016
  45. The Investment Company Institute
    David M. Abbey
    December 5, 2016
  46. Galliard Capital Management
    Mike Norman
    December 5, 2016
  47. The Pension Rights Center
    Jane T. Smith
    December 5, 2016
  48. "Custody Banks" – State Street Bank and Trust Company, the Bank of New York Mellon, the Northern Trust Company, and the JPMorgan Chase Bank
    Peggy A. Bradley, Kristen A. Kennedy, Susan M. Hollingsworth, Lisa Stephenson
    December 5, 2016
  49. Cherry Bekaert LLP
    Leta B. Rech
    December 5, 2016
  50. Employee Benefit Management Services, Inc.
    Terri Hogan
    December 5, 2016
  51. The Groom Recordkeeper Group
    Stephen M. Saxon, Michael P. Kreps, Ellen M. Goodwin
    December 5, 2016
  52. The American Federation of Labor and Congress of Industrial Organizations (AFL-CIO)
    Karin S. Feldman
    December 5, 2016
  53. Defined Contribution Institutional Investment Association
    Lew Minsky
    December 5, 2016
  54. The Commonwealth of Massachusetts Auditor Suzanne M. Bump
    December 5, 2016
  55. US SIF: The Forum for Sustainable and Responsible Investment
    Lisa N. Woll
    December 5, 2016
  56. Trombino Pension Administrators, Inc.
    Dennis Trombino
    December 5, 2016
  57. Indiana Benefits, Inc.
    Peter Gould
    December 5, 2016
  58. Bryan, Pendleton, Swats & McAllister, LLC
    Benjamin R. Sears
    December 5, 2016
  59. BDO USA, LLP
    Kimberly Flett, Beth Garner
    December 5, 2016
  60. David Evangelista
    December 6, 2016
  61. The Accounting Principles and Auditing Procedures Committee of the Massachusetts Society of Certified Public Accountants
    Philip B. Pacino
    December 6, 2016
  62. The Connecticut Health Insurance Exchange dba Access Health CT
    December 5, 2016
  63. Eide Bailly LLP
    December 5, 2016