1st 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 Paid Family Leave Public-Private Partnerships Act, DRAFT Interstate Paid Leave Action Network Act (I-PLAN Act), Issue Long Term Disability Mental Health Benefits, Issue ERISA E-Delivery for Health and Welfare Benefit Plans, Issue Medical Stop-Loss, HR 1521 Dental and Optometric Care Access (DOC Access) Act, HR 1397/S 1164 Increasing Access to Dental Insurance 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. 1397 (119th), H.R. 1521 (119th)

Health Issues HCR

S. 3548 (118th) Health Care PRICE Transparency 2.0 Act, HR 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.

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

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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

Taxation/Internal Revenue Code TAX

HR 996/S 400 Paid Family and Medical Leave Tax Credit Extension and Enhancement Act, H Con Res 14 Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034., PL 115-97 Tax Cuts and Jobs Act, PL 117-169 Inflation Reduction Act, HR 2547 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.

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

Contacted: Treasury, Dept of; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 2547 (119th), H.R. 996 (119th), H.Con.Res. 14 (119th)

Medicare/Medicaid MMM

H Con Res 14 Establishing the congressional budget for the United States Government for fiscal year 2025 and setting forth the appropriate budgetary levels for fiscal years 2026 through 2034., Issue Medicaid Dental Benefits

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

Bills named: H.Con.Res. 14 (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.