1st Quarter - Report — SUN LIFE FINANCIAL (U.S.) SERVICES COMP… for SUN LIFE FINANCIAL (U.S.) SERVICES COMP… (2026)

Firm

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

Client

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

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.

Taxation/Internal Revenue Code TAX

P.L.115-97 Tax Cuts and Jobs Act P.L.117-169 Inflation Reduction Act P.L.119-21 One Big Beautiful Bill Act H.R.2547/S.1335 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	—

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

Bills named: S. 1335 (119th), H.R. 2547 (119th)

Medicare/Medicaid MMM

Issue Medicaid Dental Benefits P.L.119-21 One Big Beautiful Bill Act Issue Medicaid Co-pays S.2447 -- Repealing the Trump Sick Tax Act S.2084 -- Medicare and Medicaid Dental, Vision, and Hearing Benefit 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.

Lobbyist	Covered position, as disclosed
CARSON R. LEWIS	—

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

Bills named: S. 2084 (119th), S. 2447 (119th)

Insurance INS

Paid Leave, Supplemental Benefits, Dental Insurance, Medicaid, Medicare Advantage Issue E-Delivery for ERISA 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 Issue Paid Family and Medical Leave Paid Leave, Supplemental Benefits, Dental Insurance, Medicaid, Medicare Advantage P.L.119-60 National Defense Authorization Act for Fiscal Year 2026 -- Holding Foreign Insiders Accountable Act H.R.3089 More Paid Leave for More Americans Act Draft Voluntary Excepted Supplemental Benefits 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	—

Contacted: SENATE; Labor, Dept of (DOL); Securities & Exchange Commission (SEC); Centers For Medicare and Medicaid Services (CMS); HOUSE OF REPRESENTATIVES

Bills named: H.R. 1521 (119th), H.R. 3089 (119th), H.R. 1397 (119th), S. 1164 (119th), H.R. 2571 (119th), H.R. 3758 (119th)

Health Issues HCR

S.2355/H.R.2355 Patients Deserve Price Tags Act H.R.7148 Consolidated Appropriations Act, 2026

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	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: S. 2355 (119th), H.R. 7148 (119th), H.R. 2355 (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.