3rd 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

$120,000

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.

Insurance INS

S.1714 FAMILY Act. H.R.2831 Self-Insurance Protection Act. H.R.3799 CHOICE Arrangement Act. Issue -- Corporate Sustainability. Issue -- Paid Family and Medical Leave. S.1424/H.R.1385 DOC Access Act. S.2771/H.R.1671 Increasing Access to Dental Insurance Act. S.570/H.R.1342 Medicaid Dental Benefit Act of 2023. S.3059 Requiring Enhanced and Accurate Lists of (REAL) Health Providers Act. Issue -- Long-Term Disability Insurance Mental Health Parity. S.2574/H.R.5037 FAIR Leave 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; Centers For Medicare and Medicaid Services (CMS); HOUSE OF REPRESENTATIVES; Treasury, Dept of; Labor, Dept of (DOL)

Bills named: S. 2771 (118th), S. 570 (118th), H.R. 3799 (118th), S. 3059 (118th), H.R. 2831 (118th), S. 1714 (118th), H.R. 1342 (118th), S. 1424 (118th), S. 2574 (118th), H.R. 5037 (118th), H.R. 1671 (118th), H.R. 1385 (118th)

Health Issues HCR

H.R.5378 Lower Costs, More Transparency Act. S.2840 Bipartisan Primary Care and Health Workforce Act. S.3430 Better Mental Health Care, Lower-Cost Drugs, and Extenders Act. Issue -- Cell and Gene Therapy. S.3548 Health Care PRICE Transparency Act 2.0. S.3597 Promoting Dental Health Act. S.4357 Comprehensive Dental Care Reform Act. DRAFT Senate Finance Committee Outline to Improve Medicare Physician Training to Reduce Workforce Shortages. S.1302 Resident Physician Shortage Reduction Act of 2023.

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: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1302 (118th), S. 3430 (118th), S. 3597 (118th), H.R. 5378 (118th), S. 3548 (118th), S. 2840 (118th), S. 4357 (118th)

Taxation/Internal Revenue Code TAX

S.3680/H.R.8860 Paid Family and Medical Leave Tax Credit and Extension Act. H.R.5707 Secure Family Futures Act. P.L.115-97 Tax Cuts and Jobs Act. P.L.117-169 Inflation Reduction Act. H.R.7024 Tax Relief for American Families and Workers 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; Internal Revenue Service (IRS)

Bills named: S. 3680 (118th), H.R. 5707 (118th), H.R. 7024 (118th), H.R. 8860 (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.