2nd Quarter - Report

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

Firm
Client
Income
—
Expenses
$150,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Insurance INS

DRAFT Protecting Voluntary Benefits Act Issue ERISA E-Delivery for Health and Welfare Benefit Plans Issue Medical Stop-Loss H.R. - 1521 Dental and Optometric Care Access (DOC Access) Act H.R.1397/S.1164 - Increasing Access to Dental Insurance Act H.R.2571 - Self-Insurance Protection Act H.R.3089 - More Paid Leave for More Americans Act H.R.3758 - Workers Disability Benefits Parity Act of 2025

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.

LobbyistCovered position, as disclosed
CARSON R. LEWIS —
JAMES SLOTNICK —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

Bills named: H.R. 1397 (119th), H.R. 3758 (119th), H.R. 3089 (119th), H.R. 2571 (119th), S. 1164 (119th)

Health Issues HCR

S.3548 - Health Care PRICE Transparency 2.0 Act (118th) H.R.5378 - Lower Cost, More Transparency Act (118th) Issue Essential Health Benefit Adult Dental

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.

LobbyistCovered position, as disclosed
CARSON R. LEWIS —
JAMES SLOTNICK —

Contacted: Centers For Medicare and Medicaid Services (CMS); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5378 (119th), S. 3548 (119th)

Taxation/Internal Revenue Code TAX

H.R.996/S.400 - Paid Family and Medical Leave Tax Credit Extension and Enhancement Act P.L.117-169 - Inflation Reduction Act H.R.2547 - Secure Family Futures Act H.R.1 - One Big Beautiful Bill 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.

LobbyistCovered position, as disclosed
CARSON R. LEWIS —
JAMES SLOTNICK —

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

Bills named: H.R. 996 (119th), S. 400 (119th), H.R. 1 (119th), H.R. 2547 (119th)

Medicare/Medicaid MMM

Issue Medicaid Dental Benefits H.R.1 - One Big Beautiful Bill 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.

LobbyistCovered position, as disclosed
CARSON R. LEWIS —
JAMES SLOTNICK —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 1 (119th)

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.