3rd Quarter - Report — SUN LIFE FINANCIAL (U.S.) SERVICES COMP… for SUN LIFE FINANCIAL (U.S.) SERVICES COMP… (2025)

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.

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.

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: Labor, Dept of (DOL); SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES; Centers For Medicare and Medicaid Services (CMS)

Bills named: H.R. 2571 (119th), H.R. 1320 (119th), H.R. 1397 (119th), S. 1164 (119th), H.R. 3758 (119th), S. 2210 (119th)

Health Issues HCR

Issue -- Rural Health Transformation Program S.2355 -- 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	—

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

Bills named: H.R. 5378 (119th), S. 2355 (119th)

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	—

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

Bills named: S. 400 (119th), H.R. 2547 (119th), H.R. 996 (119th), H.R. 1 (119th)

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	—

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 2447 (119th), S. 2084 (119th), H.R. 1 (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.