2nd Quarter - Report

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

Period 2nd Quarter 2024 Filed Jul 16, 2024 Signed by James Slotnick

Official filing
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. Issues related to corporate sustainability. Issues related to paid family and medical leave. Issues related to long term disability insurance mental health parity. 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. S.3680/H.R.8860 - Paid Family and Medical Leave Tax Credit and Extension 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; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Centers For Medicare and Medicaid Services (CMS); SENATE

Bills named: S. 1424 (118th), H.R. 1385 (118th), H.R. 3799 (118th), H.R. 1342 (118th), H.R. 8860 (118th), S. 2771 (118th), H.R. 2831 (118th), S. 1714 (118th), S. 3059 (118th), S. 3680 (118th), S. 570 (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.3430 - Better Mental Health Care, Lower-Cost Drugs, and Extenders Act. S.3597 - Promoting Dental Health Act. H.R.8115 - To amend title XIX of the Social Security Act to allow for the deferral or disallowance of portions of payments for certain managed care violations under Medicaid. S.4357 - Comprehensive Dental Care Reform Act. S.1302 Resident Physician Shortage Reduction Act of 2023. DRAFT SFC Outline to Improve Medicare Physician Training to Reduce Workforce Shortages 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.

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

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5378 (118th), S. 1302 (118th), S. 4357 (118th), S. 3597 (118th), S. 2840 (118th), S. 3430 (118th), H.R. 8115 (118th)

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. 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.

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

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

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