1st Quarter - Report — SUN LIFE FINANCIAL (U.S.) SERVICES COMP… for SUN LIFE FINANCIAL (U.S.) SERVICES COMP… (2024)

Firm

SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC.

Client

SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC.

Income

—

Expenses

$100,000

Expense method

A: Lobbying Disclosure Act definitions

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Taxation/Internal Revenue Code TAX

P.L.117-169 - Inflation Reduction Act. P.L.115-97 - Tax Cuts and Jobs Act. H.R.5707 - Secure Family Futures Act.

Foreign entity interest: The parent of this registrant, Sun Life Financial Inc. and Sun Life Global Investments Inc., as disclosed on Form LD-1 has an interest in the issues lobbied.

Lobbyist	Covered position, as disclosed
CARSON R. LEWIS	—
JAMES SLOTNICK	—

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5707 (118th)

Insurance INS

Issues related to corporate sustainability. Issues related to paid family and medical leave. Issues related to long term disability insurance mental health parity. Issues related to Tri Agencies STDLI, Fixed Indemnity Rulemaking (CMS-9904-P). S.2771/H.R.1671 - Increasing Access to Dental Insurance Act. S.1424/H.R.1385 - DOC Access Act. S.1714 - FAMILY Act. S.3059 - Requiring Enhanced and Accurate Lists of (REAL) Health Providers Act. S.3680 - Paid Family and Medical Leave Tax Credit and Extension Act. H.R.3799 - CHOICE Arrangement Act. H.R.2831 - Self-Insurance Protection Act.

Foreign entity interest: The parent of this registrant, Sun Life Financial Inc. and Sun Life Global Investments Inc., as disclosed on Form LD-1 has an interest in the issues lobbied.

Lobbyist	Covered position, as disclosed
CARSON R. LEWIS	—
JAMES SLOTNICK	—

Contacted: Labor, Dept of (DOL); SENATE; HOUSE OF REPRESENTATIVES; Centers For Medicare and Medicaid Services (CMS); White House Office; Treasury, Dept of

Bills named: S. 2771 (118th), S. 1714 (118th), S. 1424 (118th), S. 3059 (118th), H.R. 2831 (118th), H.R. 3799 (118th), H.R. 1385 (118th), S. 3680 (118th), H.R. 1671 (118th)

Health Issues HCR

H.R.5378 - Lower Costs, More Transparency Act. S.2840 - Bipartisan Primary Care and Health Workforce Act. S.3307 - Encounter Data Enhancement Act. S.3430 - Better Mental Health Care, Lower-Cost Drugs, and Extenders Act. S.3597 - Promoting Dental Health Act. Issues relating to cell and gene therapy.

Foreign entity interest: The parent of this registrant, Sun Life Financial Inc. and Sun Life Global Investments Inc., as disclosed on Form LD-1 has an interest in the issues lobbied.

Lobbyist	Covered position, as disclosed
CARSON R. LEWIS	—
JAMES SLOTNICK	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 3430 (118th), H.R. 5378 (118th), S. 2840 (118th), S. 3307 (118th), S. 3597 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.