SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC. for SUN LIFE FINANCIAL (U.S.) SERVICES COMPANY INC.
A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.
Versions of this report
Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.
| Filing | Filed | Amount | Counted |
|---|---|---|---|
| 4th Quarter - Report (this page) | Jan 16, 2026 | $150,000 | Replaced |
| 4th Quarter - Amendment | Jan 30, 2026 | $150,000 | Yes |
What was lobbied
4 issue areas, each in the filer's own words, with who lobbied on it and where.
Insurance INS
H.R.1397/S.1164 -- Increasing Access to Dental Insurance Act Issue -- ERISA E-Delivery for Health and Welfare Benefit Plans H.R.3758 -- Workers Disability Benefits Parity Act of 2025 Issue -- Medical Stop-Loss H.R.2571 -- Self-Insurance Protection Act S.2210 -- Unlocking Benefits for Independent Workers Act H.R.1320 -- To ensure that the provision of portable benefits to an individual is not considered in determining whether such individual is an employee of a person. H.R.6703 -- Lower Health Care Premiums for All Americans Act H.R.1521 -- Dental and Optometric Care Access (DOC Access) Act Issue -- Paid Family and Medical Leave
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 | — |
Health Issues HCR
Issue -- Rural Health Transformation Program S.2355/H.R.5582 -- Patients Deserve Price Tags Act H.R.5378 (118th) -- Lower Cost, More Transparency 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 | — |
Taxation/Internal Revenue Code TAX
H.R.2547 -- Secure Family Futures Act H.R.1 -- One Big Beautiful Bill Act P.L.119-21 -- One Big Beautiful Bill Act P.L.117-169 -- Inflation Reduction Act H.R.996/S.400 -- Paid Family and Medical Leave Tax Credit Extension and Enhancement 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 | — |
Medicare/Medicaid MMM
Issue -- Medicaid Dental Benefits H.R.1 - One Big Beautiful Bill Act P.L.119-21 -- One Big Beautiful Bill Act 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 | — |
| JAMES SLOTNICK | — |
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.