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California Legislature · 2021-2022 Regular Session

AB 551

Chaptered

Disability retirement: COVID-19: presumption

Author: Freddie Rodriguez (D-AD52)
Latest action: Chaptered (Sep 29, 2022) Chapter 741, Statutes of 2022
View on leginfo
Also in: 2025-2026 (Amended Assembly) · 2023-2024 (Chaptered) · 2019-2020 (Enrolled) · 2017-2018 (Chaptered)

Version history

5 versions — latest: Chaptered (Sep 29, 2022)

Action history

  1. Feb 10, 2021 Read first time. To print. Assembly
  2. Feb 11, 2021 From printer. May be heard in committee March 13. Assembly
  3. Feb 18, 2021 Referred to Com. on P.E. & R. Assembly
  4. Apr 19, 2021 From committee: Do pass and re-refer to Com. on APPR. (Ayes 4. Noes 2.) (April 15). Re-referred to Com. on APPR. Assembly
  5. Apr 26, 2021 In committee: Set, first hearing. Hearing canceled at the request of author. Assembly
  6. May 5, 2021 From committee: Do pass. (Ayes 12. Noes 4.) (May 5). Assembly
  7. May 6, 2021 Read second time. Ordered to third reading. Assembly
  8. Jun 3, 2021 Ordered to inactive file at the request of Assembly Member Rodriguez. Assembly
  9. Jan 18, 2022 Notice of intention to remove from inactive file given by Assembly Member Rodriguez. Assembly
  10. Jan 19, 2022 Ordered to third reading. Assembly
  11. Jan 19, 2022 From inactive file. Assembly
  12. Jan 27, 2022 Read third time. Passed. Ordered to the Senate. (Ayes 54. Noes 13. Page 3398.) Assembly
  13. Jan 27, 2022 In Senate. Read first time. To Com. on RLS. for assignment. Senate
  14. May 4, 2022 Referred to Com. on RLS. Senate
  15. May 9, 2022 From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on RLS. Senate
  16. May 18, 2022 Re-referred to Com. on L., P.E. & R. Senate
  17. Jun 1, 2022 From committee: Do pass and re-refer to Com. on APPR. (Ayes 5. Noes 0.) (June 1). Re-referred to Com. on APPR. Senate
  18. Jun 9, 2022 In committee: Hearing postponed by committee. Senate
  19. Jun 20, 2022 From committee: Be ordered to second reading pursuant to Senate Rule 28.8. Senate
  20. Jun 21, 2022 Read second time. Ordered to third reading. Senate
  21. Jun 28, 2022 Read third time and amended. Ordered to second reading. Senate
  22. Jun 29, 2022 Read second time. Ordered to third reading. Senate
  23. Aug 29, 2022 Read third time. Passed. Ordered to the Assembly. (Ayes 36. Noes 0. Page 5173.). Senate
  24. Aug 29, 2022 In Assembly. Concurrence in Senate amendments pending. Assembly
  25. Aug 29, 2022 Re-referred to Com. on P.E. & R. pursuant to Assembly Rule 77.2. Assembly
  26. Aug 30, 2022 Joint Rule 62(a), file notice suspended. Assembly
  27. Aug 31, 2022 Senate amendments concurred in. To Engrossing and Enrolling. (Ayes 74. Noes 0.). Assembly
  28. Aug 31, 2022 From committee: That the Senate amendments be concurred in. (Ayes 7. Noes 0.) (August 31). Assembly
  29. Sep 13, 2022 Enrolled and presented to the Governor at 4 p.m. Governor
  30. Sep 29, 2022 Approved by the Governor. Governor
  31. Sep 29, 2022 Chaptered by Secretary of State - Chapter 741, Statutes of 2022. Secretary of State

Votes recorded

4 votes
Aug 31, 2022 · Assembly Floor
AB 551 Rodriguez Concurrence in Senate Amendments
Tally
74 · 0 · 6
PASS
Democrat
59/0/1
Republican
15/0/4
Other
0/0/1
Aye (74)
Cecilia Aguiar-Curry (D-AD04) Akilah Weber Pierson (D-AD79) David Alvarez (D-AD80) Joaquin Arambula (D-AD31) Rebecca Bauer-Kahan (D-AD16) Steve Bennett (D-AD37) Marc Berman (D-AD24) Blanca Rubio (D-AD48) Richard Bloom (D-AD50) Tasha Boerner (D-AD76) Isaac Bryan (D-AD54) Lisa Calderon (D-AD57) Wendy Carrillo (D-AD51) Sabrina Cervantes (D-AD60) Ken Cooley (D-AD08) Jim Cooper (D-AD09) Cristina Garcia (D-AD58) Tom Daly (D-AD69) Eduardo Garcia (D-AD56) Laura Friedman (D-AD43) Jesse Gabriel (D-AD45) Mike Gipson (D-AD64) Adam Gray (D-AD21) Timothy Grayson (D-AD14) Matt Haney (D-AD17) Jacqui Irwin (D-AD44) Reginald Byron Jones-Sawyer (D-AD59) Ash Kalra (D-AD27) Alex Lee (D-AD25) Marc Levine (D-AD10) Evan Low (D-AD28) Luz Rivas (D-AD39) Brian Maienschein (D-AD77) Kevin McCarty (D-AD07) Tina McKinnor (D-AD62) Jose Medina (D-AD61) Mia Bonta (D-AD18) Mike Fong (D-AD49) Kevin Mullin (D-AD22) Al Muratsuchi (D-AD66) Adrin Nazarian (D-AD46) Patrick O'Donnell (D-AD70) Cottie Petrie-Norris (D-AD74) Bill Quirk (D-AD20) Sharon Quirk-Silva (D-AD65) James Ramos (D-AD40) Anthony Rendon (D-AD63) Eloise Gómez Reyes (D-AD47) Robert Rivas (D-AD30) Freddie Rodriguez (D-AD52) Rudy Salas (D-AD32) Miguel Santiago (D-AD53) Mark Stone (D-AD29) Philip Ting (D-AD19) Carlos Villapudua (D-AD13) Christopher Ward (D-AD78) Buffy Wicks (D-AD15) Lori Wilson (D-AD11) Jim Wood (D-AD02) Franklin Bigelow (R-AD05) Phillip Chen (R-AD55) Laurie Davies (R-AD73) Heath Flora (R-AD12) Vince Fong (R-AD34) James Gallagher (R-AD03) Kevin Kiley (R-AD06) Tom Lackey (R-AD36) Devon Mathis (R-AD26) Janet Nguyen (R-AD72) Jim Patterson (R-AD23) Kelly Seyarto (R-AD67) Thurston Smith (R-AD33) Suzette Martinez Valladares (R-AD38) Marie Waldron (R-AD75)
Abstain / Other (6)
Chris Holden (D-AD41) Chad Mayes (I-AD42) Steven Choi (R-AD68) Jordan Cunningham (R-AD35) Megan Dahle (R-AD01) Randy Voepel (R-AD71)
Aug 31, 2022 · Asm Public Employment and Retirement
With recommendation: That Senate amendments be concurred in.
Tally
7 · 0 · 0
PASS
Democrat
5/0/0
Republican
2/0/0
Other
0/0/0
Aye (7)
Lisa Calderon (D-AD57) Ken Cooley (D-AD08) Jim Cooper (D-AD09) Tina McKinnor (D-AD62) Patrick O'Donnell (D-AD70) Kelly Seyarto (R-AD67) Randy Voepel (R-AD71)
Aug 29, 2022 · Senate Floor
Assembly 3rd Reading AB551 Rodriguez By Hertzberg
Tally
36 · 0 · 4
PASS
Democrat
27/0/4
Republican
9/0/0
Other
0/0/0
Aye (36)
Benjamin Allen (D-SD26) Bob Archuleta (D-SD32) Toni Atkins (D-SD39) Josh Becker (D-SD13) Dave Cortese (D-SD15) Bill Dodd (D-SD03) Maria Elena Durazo (D-SD24) Susan Talamantes Eggman (D-SD05) Steven Glazer (D-SD07) Robert Hertzberg (D-SD18) Ben Hueso (D-SD40) Melissa Hurtado (D-SD14) Sydney Kamlager (D-SD30) John Laird (D-SD17) Connie Leyva (D-SD20) Mike McGuire (D-SD02) Dave Min (D-SD37) Josh Newman (D-SD29) Richard Pan (D-SD06) Anthony Portantino (D-SD25) Richard Roth (D-SD31) Susan Rubio (D-SD22) Nancy Skinner (D-SD09) Henry Stern (D-SD27) Thomas Umberg (D-SD34) Bob Wieckowski (D-SD10) Scott Wiener (D-SD11) Patricia Bates (R-SD36) Andreas Borgeas (R-SD08) Brian Dahle (R-SD01) Shannon Grove (R-SD16) Brian Jones (R-SD38) Melissa Melendez (R-SD28) Jim Nielsen (R-SD04) Rosilicie Ochoa Bogh (R-SD23) Scott Wilk (R-SD21)
Abstain / Other (4)
Steven Bradford (D-SD35) Anna Caballero (D-SD12) Lena Gonzalez (D-SD33) Monique Limón (D-SD19)
Jan 27, 2022 · Assembly Floor
AB 551 Rodriguez Assembly Third Reading
Tally
54 · 13 · 9
PASS
Democrat
51/0/5
Republican
3/13/3
Other
0/0/1
Aye (54)
Cecilia Aguiar-Curry (D-AD04) Akilah Weber Pierson (D-AD79) Joaquin Arambula (D-AD31) Rebecca Bauer-Kahan (D-AD16) Steve Bennett (D-AD37) Marc Berman (D-AD24) Blanca Rubio (D-AD48) Richard Bloom (D-AD50) Tasha Boerner (D-AD76) Autumn Burke (D-AD62) Lisa Calderon (D-AD57) Sabrina Cervantes (D-AD60) Ken Cooley (D-AD08) Jim Cooper (D-AD09) Cristina Garcia (D-AD58) Tom Daly (D-AD69) Laura Friedman (D-AD43) Jesse Gabriel (D-AD45) Mike Gipson (D-AD64) Adam Gray (D-AD21) Timothy Grayson (D-AD14) Chris Holden (D-AD41) Jacqui Irwin (D-AD44) Reginald Byron Jones-Sawyer (D-AD59) Ash Kalra (D-AD27) Alex Lee (D-AD25) Marc Levine (D-AD10) Evan Low (D-AD28) Luz Rivas (D-AD39) Brian Maienschein (D-AD77) Kevin McCarty (D-AD07) Jose Medina (D-AD61) Kevin Mullin (D-AD22) Al Muratsuchi (D-AD66) Adrin Nazarian (D-AD46) Cottie Petrie-Norris (D-AD74) Bill Quirk (D-AD20) Sharon Quirk-Silva (D-AD65) James Ramos (D-AD40) Anthony Rendon (D-AD63) Eloise Gómez Reyes (D-AD47) Robert Rivas (D-AD30) Freddie Rodriguez (D-AD52) Rudy Salas (D-AD32) Miguel Santiago (D-AD53) Mark Stone (D-AD29) Philip Ting (D-AD19) Carlos Villapudua (D-AD13) Christopher Ward (D-AD78) Buffy Wicks (D-AD15) Jim Wood (D-AD02) Jordan Cunningham (R-AD35) James Gallagher (R-AD03) Suzette Martinez Valladares (R-AD38)
No (13)
Franklin Bigelow (R-AD05) Steven Choi (R-AD68) Laurie Davies (R-AD73) Heath Flora (R-AD12) Vince Fong (R-AD34) Kevin Kiley (R-AD06) Tom Lackey (R-AD36) Devon Mathis (R-AD26) Janet Nguyen (R-AD72) Jim Patterson (R-AD23) Kelly Seyarto (R-AD67) Thurston Smith (R-AD33) Randy Voepel (R-AD71)
Abstain / Other (9)
Isaac Bryan (D-AD54) Wendy Carrillo (D-AD51) Eduardo Garcia (D-AD56) Mia Bonta (D-AD18) Patrick O'Donnell (D-AD70) Chad Mayes (I-AD42) Phillip Chen (R-AD55) Megan Dahle (R-AD01) Marie Waldron (R-AD75)

Lobbying activity

FPPC lobbying disclosures whose activity descriptions mention AB 551, scoped to filings whose coverage period extends through or beyond this bill's introduction date.

Standalone search →
Note: CalAccess lobby filings reference bills by measure number only — no session tag. When the same measure number has existed in earlier sessions (e.g. a previously chaptered bill still being lobbied on for implementation), some of those filings may appear here even though they relate to a different bill. Use the activity descriptions to disambiguate.
Period Form Filer Firm / Employer Lobbying Activity Filing
01/01/2023–12/31/2024 Employer Report UNITED HEALTHCARE SERVICES, INC. — AB 4, 47, 51, 55, 85, 90, 232, 236, 242, 254, 269, 289, 317, 325, 352, 365, 403, 424, 425, 459, 470, 483, 488, 492, 512, 517, 551, 564, 571, 576, 602, 608, 614, 616, 620, 632, 658, 659, 663, 666, 677, 710, 719, 765, 775, 815, 816, 826, 834, 845, 847, 864, 869, 874, 904, 907, 913, 918, 921, 926, 931, 940, 947, 948, 1001, 1005, 1022, 1036, 1048, 1063, 1085, 1091, 1092, 1110, 1120, 1122, 1131, 1156, #2807697
10/01/2022–12/31/2022 Employer Report EQUITABLE FINANCIAL LIFE INSURANCE COMPANY — AB 551 #2778143
07/01/2022–09/30/2022 Employer Report AMERICAN FIDELITY CORPORATION AMERICAN FIDELITY CORPORATION CA STATE LEGISLATURE RE: AB 551 #2746097
07/01/2022–09/30/2022 Employer Report CAL FIRE LOCAL 2881 CAL FIRE LOCAL 2881 AB 151, AB 165, AB 551, AB 1714, AB 1722, AB 1751, AB 2322; ACR 122; AJR 20; SB 12, SB 45, SB 135, SB 335, SB 459, SB 647, SB 884, SB 1062, SB 1127, SB 1406; SCR 78 #2747221
07/01/2022–09/30/2022 Employer Report CALIFORNIA ASSOCIATION OF HIGHWAY PATROLMEN CALIFORNIA ASSOCIATION OF HIGHWAY PATROLMEN AB 455, AB 551, AB 937, AB 1465, AB 1613, AB 1638, AB 1653, AB 1714, AB 1722, AB 1751, AB 1899, AB 2000, AB 2071, AB 2147, AB 2167, AB 2543, AB 2773, AB 2775; ACR 89; SB 66, SB 299, SB 300, SB 335, SB 387, SB 505, SB 710, SB 845, SB 850, SB 906, SB 960, SB 1021, SB 1087, SB 1127, SB 1168, SB 1173, SB 1359; SCR 117 #2746918
07/01/2022–09/30/2022 Employer Report EQUITABLE FINANCIAL LIFE INSURANCE COMPANY — AB 551 #2742377
07/01/2022–09/30/2022 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA CALIFORNIA STATE LEGISLATURE RE: AB 551, 1400, 2604, SB 1040, 927, 1242; CALIFORNIA DEPARTMENT OF INSURANCE RE: COVID-19 RESPONSE/ RELIEF EFFORTS AND LONG TERM CARE ISSUES #2746063
04/01/2022–06/30/2022 Employer Report AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AB 551 #2708746
04/01/2022–06/30/2022 Employer Report CAL FIRE LOCAL 2881 CAL FIRE LOCAL 2881 AB 551, AB 1714, AB 1722, AB 1751, AB 1993, AB 2322, SB 12, SB 45, SB 647, SB 884, SB 1062, SB 1127, SB 1406 #2704954
04/01/2022–06/30/2022 Employer Report CALIFORNIA ASSOCIATION OF HIGHWAY PATROLMEN CALIFORNIA ASSOCIATION OF HIGHWAY PATROLMEN AB 551, AB 1613, AB 1653, AB 1698, AB 1713, AB 1722, AB 1751, AB 1827, AB 1899, AB 1984, AB 1993, AB 2000, AB 2071, AB 2073, AB 2167, AB 2192, AB 2246, AB 2336, 2356, AB 2543, AB 2557, AB 2718, 2773, AB 2775, ACR 89, SB 387, SB 505, SB 850, SB 906, SB 960, SB 1021, SB 1072, SB 1087, SB 1088, SB 1127, SB 1129, SB 1168, SB 1173, SB 1359, SB 1389, SCR 117 #2701331
04/01/2022–06/30/2022 Employer Report EQUITABLE FINANCIAL LIFE INSURANCE COMPANY — AB 551 SB 927 #2701201
04/01/2022–06/30/2022 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA CALIFORNIA STATE LEGISLATURE RE: AB 551, 1400, 2604, SB 1040, 927, 1242; CALIFORNIA DEPARTMENT OF INSURANCE RE: COVID-19 RESPONSE/ RELIEF EFFORTS AND LONG TERM CARE ISSUES #2702017
01/01/2022–03/31/2022 Employer Report AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AB 551 #2677669
01/01/2022–03/31/2022 Employer Report EQUITABLE FINANCIAL LIFE INSURANCE COMPANY — AB 551 #2670563
01/01/2022–03/31/2022 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA CALIFORNIA STATE LEGISLATURE RE: AB 551, 1400, 2604, SB 1040, 927; CALIFORNIA DEPARTMENT OF INSURANCE RE: COVID-19 RESPONSE/ RELIEF EFFORTS AND LONG TERM CARE ISSUES #2675873
10/01/2021–12/31/2021 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA CALIFORNIA STATE LEGISLATURE RE: AB 551, 1400; CALIFORNIA DEPARTMENT OF INSURANCE RE: COVID-19 RESPONSE/ RELIEF EFFORTS AND LONG TERM CARE ISSUES #2644817
07/01/2021–09/30/2021 Employer Report EQUITABLE FINANCIAL LIFE INSURANCE COMPANY — AB551 #2620227
07/01/2021–09/30/2021 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA AB 551, 743, 1498; CALIFORNIA DEPARTMENT OF INSURANCE RE: COVID-19 RESPONSE/ RELIEF EFFORTS #2621783
04/01/2021–06/30/2021 Employer Report AMERICAN COUNCIL OF LIFE INSURERS — AB 13, 454, 494, 551, 911, 1498, 1511; SB 41, 242, 272, 449, 713, 777 #2601647
04/01/2021–06/30/2021 Employer Report American Fidelity Corporation American Fidelity Corporation AB 551 #2596360
04/01/2021–06/30/2021 Employer Report AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AB 551 #2602117
04/01/2021–06/30/2021 Employer Report EQUITABLE FINANCIAL LIFE INSURANCE COMPANY — AB551 #2598344
04/01/2021–06/30/2021 Employer Report HCC LIFE INSURANCE COMPANY HCC LIFE INSURANCE COMPANY AB 551 #2601652
04/01/2021–06/30/2021 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA AB 551, 743, 1498; CALIFORNIA DEPARTMENT OF INSURANCE RE: COVID-19 RESPONSE/ RELIEF EFFORTS #2601576
01/01/2021–03/31/2021 Employer Report AMERICAN COUNCIL OF LIFE INSURERS AMERICAN COUNCIL OF LIFE INSURERS AB 34, 494, 551, 1498; SB 449, 655, 713, 777 #2578488
01/01/2021–03/31/2021 Employer Report American Fidelity Corporation American Fidelity Corporation AB 551 #2575048
01/01/2021–03/31/2021 Employer Report AMERICAN INTERNATIONAL GROUP — AB 551, AB 1465 #2576775
01/01/2021–03/31/2021 Employer Report AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES AB 551 #2579740
01/01/2021–03/31/2021 Employer Report AMERIPRISE FINANCIAL — AB 551 #2576882
01/01/2021–03/31/2021 Employer Report EQUITABLE FINANCIAL LIFE INSURANCE COMPANY — AB551 #2577933
01/01/2021–03/31/2021 Employer Report NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS/CALIFORNIA AB 551, 743, 1498; CALIFORNIA DEPARTMENT OF INSURANCE RE: COVID-19 RESPONSE/ RELIEF EFFORTS #2580461
01/01/2021–03/31/2021 Employer Report TIDES ADVOCACY — SB2, SB16, SB57, SB81, SB82, SB271, SB300, SB481, SB731, SB775, SB73, SB262, AB127, AB328, AB333, AB1308, SB215, SB320, SB383, AB760, AB1259, AB907, AB1127, AB1540, SB483, AB1281, AB1003, AB292, AB679, AB1, AB20, AB322, AB551, AB1087, SB17, SB222, SB223, SB345, SB467, SB223, SB403, AB377, AB339, AB118, and SB286 #2578749
01/01/2021–03/31/2021 Employer Report VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC); THE — AB 551 #2576790
Period Form Employer Firm / Filer Fees Reimb. Period Total Cumulative Lobbying Activity Filing
01/01/2023–03/31/2023 Firm Activity (payments) ELEVANCE HEALTH, INC. AND ITS AFFILIATED COMPANIES VEGA PUBLIC AFFAIRS, LLC $31,000 $0 $31,000 $31,000 AB 43, 85,551, 921, 1084, 1230,1241,1311, 1470, 1481, 1644, 719, 1202, 1437; SB 238, 245, 600, 628, 805 #2810158
07/01/2022–09/30/2022 Firm Activity (payments) AMERICAN FIDELITY CORPORATION NORWOOD ASSOCIATES, LLC $15,000 $0 $15,000 $159,043 CA STATE LEGISLATURE RE: AB 551 #2749023
07/01/2022–09/30/2022 Firm Activity (payments) CAL FIRE LOCAL 2881 AARON READ & ASSOCIATES, LLC $134,465 $0 $134,465 $920,571 AB 151, AB 165, AB 551, AB 1714, AB 1722, AB 1751, AB 2322; ACR 122; AJR 20; SB 12, SB 45, SB 135, SB 335, SB 459, SB 647, SB 884, SB 1062, SB 1127, SB 1406; SCR 78 #2747161
07/01/2022–09/30/2022 Firm Activity (payments) EQUITABLE FINANCIAL LIFE INSURANCE COMPANY CAPITOL STRATEGIES GROUP, INC. $22,000 $0 $22,000 $146,000 AB 551 #2746977
07/01/2022–09/30/2022 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $33,333 $0 $33,333 $183,333 California Department of Insurance regarding COVID-19 response/relief efforts and Long Term Care Issues. AB 551, AB 1400, SB 1040, SB 927, AB 2604, SB 1242 #2741620
04/01/2022–06/30/2022 Firm Activity (payments) AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES MILLER CESPEDES & ASSOCIATES, LLC $15,000 $0 $15,000 $95,000 AB 551 #2708722
04/01/2022–06/30/2022 Firm Activity (payments) CAL FIRE LOCAL 2881 AARON READ & ASSOCIATES, LLC $134,465 $0 $134,465 $786,106 AB 551, AB 1714, AB 1722, AB 1751, AB 1993, AB 2322, SB 12, SB 45, SB 647, SB 884, SB 1062, SB 1127, SB 1406 #2704935
04/01/2022–06/30/2022 Firm Activity (payments) EQUITABLE FINANCIAL LIFE INSURANCE COMPANY CAPITOL STRATEGIES GROUP, INC. $24,000 $0 $24,000 $124,000 AB 551; SB 927 #2704896
04/01/2022–06/30/2022 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $25,000 $0 $25,000 $150,000 California Department of Insurance regarding COVID-19 response/relief efforts and Long Term Care Issues. AB 551, AB 1400, SB 1040, SB 927, AB 2604, SB 1242 #2703063
01/01/2022–03/31/2022 Firm Activity (payments) AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES MILLER CESPEDES & ASSOCIATES, LLC $15,000 $0 $15,000 $80,000 AB 551 #2677626
01/01/2022–03/31/2022 Firm Activity (payments) EQUITABLE FINANCIAL LIFE INSURANCE COMPANY CAPITOL STRATEGIES GROUP, INC. $8,000 $0 $8,000 $100,000 AB 551 #2677027
01/01/2022–03/31/2022 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $16,667 $0 $16,667 $125,000 California Department of Insurance regarding COVID-19 response/relief efforts and Long Term Care Issues. AB 551, AB 1400, SB 1040, SB 927, AB 2604. #2674936
10/01/2021–12/31/2021 Firm Activity (payments) ASSOCIATION OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANIES (ACLHIC) McHUGH, KOEPKE & ASSOCIATES $30,000 $0 $30,000 $120,000 California Department of Insurance regarding COVID-19 response/relief efforts and Long Term Care Issues. AB 551, AB 1400. #2643443
10/01/2021–12/31/2021 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $33,333 $0 $33,333 $108,333 California Department of Insurance regarding COVID-19 response/relief efforts and Long Term Care Issues. AB 551 AB 1400. #2643443
07/01/2021–09/30/2021 Firm Activity (payments) ASSOCIATION OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANIES (ACLHIC) McHUGH, KOEPKE & ASSOCIATES $30,000 $0 $30,000 $90,000 California Department of Insurance regarding COVID-19 response/relief efforts. AB 13, AB 551, AB 1498 and SB 449, SB 524, SB 242, SB 510, SB 210, SB 250. #2622926
07/01/2021–09/30/2021 Firm Activity (payments) EQUITABLE FINANCIAL LIFE INSURANCE COMPANY CAPITOL STRATEGIES GROUP, INC. $24,000 $0 $24,000 $72,000 AB 551 #2623623
07/01/2021–09/30/2021 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $25,000 $0 $25,000 $75,000 California Department of Insurance regarding COVID-19 response/relief efforts. AB 551, AB 743 and AB 1498. #2622926
04/01/2021–06/30/2021 Firm Activity (payments) AMERICAN COUNCIL OF LIFE INSURERS CAPITOL STRATEGIES GROUP, INC. $15,000 $0 $15,000 $30,000 AB 13, 454, 494, 551, 911, 1498, 1511; SB 41, 242, 272, 449, 713, 777 #2601641
04/01/2021–06/30/2021 Firm Activity (payments) AMERICAN FIDELITY CORPORATION NORWOOD ASSOCIATES, LLC $22,500 $2 $22,502 $45,130 AB 551 #2596361
04/01/2021–06/30/2021 Firm Activity (payments) AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES MILLER CESPEDES & ASSOCIATES, LLC $10,000 $0 $10,000 $30,000 AB 551 #2602108
04/01/2021–06/30/2021 Firm Activity (payments) AMERIPRISE FINANCIAL NOTEWARE GOVERNMENT RELATIONS $0 $0 $0 $0 AB 551 #2596891
04/01/2021–06/30/2021 Firm Activity (payments) ASSOCIATION OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANIES (ACLHIC) McHUGH, KOEPKE & ASSOCIATES $30,000 $0 $30,000 $60,000 California Department of Insurance regarding COVID-19 response/relief efforts. AB 13, AB 551, AB 1498 and SB 449, SB 250 #2601336
04/01/2021–06/30/2021 Firm Activity (payments) EQUITABLE FINANCIAL LIFE INSURANCE COMPANY CAPITOL STRATEGIES GROUP, INC. $24,000 $0 $24,000 $48,000 AB 551 #2601641
04/01/2021–06/30/2021 Firm Activity (payments) HCC LIFE INSURANCE COMPANY CAPITOL STRATEGIES GROUP, INC. $10,000 $0 $10,000 $17,500 AB 551 #2601641
04/01/2021–06/30/2021 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $25,000 $0 $25,000 $50,000 California Department of Insurance regarding COVID-19 response/relief efforts. AB 551, AB 743 and AB 1498. #2601336
01/01/2021–03/31/2021 Firm Activity (payments) AMERICAN COUNCIL OF LIFE INSURERS CAPITOL STRATEGIES GROUP, INC. $15,000 $0 $15,000 $15,000 AB 34, 494, 551, 1498; SB 449, 655, 713, 777 #2578483
01/01/2021–03/31/2021 Firm Activity (payments) AMERICAN FIDELITY CORPORATION NORWOOD ASSOCIATES, LLC $22,500 $128 $22,628 $22,628 AB 551 #2576558
01/01/2021–03/31/2021 Firm Activity (payments) AMERICAN INTERNATIONAL GROUP SLOAT HIGGINS JENSEN AND ASSOCIATES, LLC $15,000 $0 $15,000 $15,000 AB 551, 1465 #2581513
01/01/2021–03/31/2021 Firm Activity (payments) AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES MILLER CESPEDES & ASSOCIATES, LLC $20,000 $0 $20,000 $20,000 AB 551 #2579731
01/01/2021–03/31/2021 Firm Activity (payments) AMERIPRISE FINANCIAL NOTEWARE GOVERNMENT RELATIONS $0 $0 $0 $0 AB 551 #2580173
01/01/2021–03/31/2021 Firm Activity (payments) ASSOCIATION OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANIES (ACLHIC) McHUGH, KOEPKE & ASSOCIATES $30,000 $0 $30,000 $30,000 California Department of Insurance regarding COVID-19 response/relief efforts. AB 13, AB 551, AB 1498 and SB 449. #2581040
01/01/2021–03/31/2021 Firm Activity (payments) EQUITABLE FINANCIAL LIFE INSURANCE COMPANY CAPITOL STRATEGIES GROUP, INC. $24,000 $0 $24,000 $24,000 AB 551 #2578483
01/01/2021–03/31/2021 Firm Activity (payments) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - CALIFORNIA McHUGH, KOEPKE & ASSOCIATES $25,000 $0 $25,000 $25,000 California Department of Insurance regarding COVID-19 response/relief efforts. AB 551, AB 743 and AB 1498. #2581040
01/01/2021–03/31/2021 Firm Activity (payments) VARIABLE ANNUITY LIFE INSURANCE COMPANY (VALIC), THE SLOAT HIGGINS JENSEN AND ASSOCIATES, LLC $15,000 $0 $15,000 $15,000 AB 551 #2581513