Clerk of the House of Representatives
Legislative Resource Center
135 Cannon Building
Washington, DC 20515
http://lobbyingdisclosure.house.gov
Secretary of the Senate
Office of Public Records
232 Hart Building
Washington, DC 20510
http://www.senate.gov/lobby

LOBBYING REGISTRATION

Lobbying Disclosure Act of 1995 (Section 4)

Check One: New Registrant New Client for Existing Registrant Amendment

1. Effective Date of Registration
5/24/2024
2. House Identification
 37502
Senate Identification
 296271

REGISTRANT Organization/Lobbying Firm Self Employed Individual

3. Registrant Organization
Mindset Advocacy, LLC
Address
655 New York Ave., NW
Address2
​Suite 211
City
Washington
State
DC
Zip
20001
Country
USA

4. Principal place of business (if different than line 3)

City
State
Zip
Country
5. Contact name and telephone number International Number
Contact
​Ms. Soyoung Min
Telephone
​2023371661
E-mail
​soyoung@mindsetdc.com
6. General description of registrant’s business or activities
​Consulting

CLIENT A Lobbying Firm is required to file a separate registration for each client. Organizations employing in-house lobbyists should check the box labeled “Self” and proceed to line 10. Self

7. Client name
​Sun Life Financial (U.S.) Services Company Inc.
Address
​96 Worcester St.
City
​Wellesley Hills
State
​MA
Zip
​02481
Country
​USA
8. Principal place of business (if different than line 7)
City
State
Zip
Country
9. General description of client’s business or activities
​Group benefits, stop-loss insurance, and dental insurance

LOBBYISTS

10. Name of each individual who has acted or is expected to act as a lobbyist for the client identified on line 7. If any person listed in this section has served as a “covered executive branch official” or “covered legislative branch official” within twenty years of first acting as a lobbyist for the client, state the executive and/or legislative position(s) in which the person served.

Name Covered Official Position (if applicable)
First
Last
Suffix
​Lisa ​Peto ​Chief Counsel, House Financial Services Committee Majority Staff
​Chris ​Brown ​Senior Professional Staff, House Financial Services Committee
​Rick ​Dearborn ​Deputy Chief of Staff, President Donald Trump
​Scott ​Shewcraft ​Chief of Staff, Rep. Bill Foster
​Kendra ​Isaacson ​Pensions Policy Director and Senior Tax Counsel, Sen. Patty Murray

LOBBYING ISSUES

11. General lobbying issue areas (Select all applicable codes).

​INS
​TAX
​HCR
​FIN

12. Specific lobbying issues (current and anticipated)

Issues relating to federal regulation of insurance; healthcare access; Insuring Access to Dental Insurance Act; Paid Family and Medical Leave Tax Credit and Extension Act.


AFFILIATED ORGANIZATIONS

13. Is there an entity other than the client that contributes more than $5,000 to the lobbying activities of the registrant in a quarterly period and either participates in and/or in whole or in major part supervises or controls the registrant’s lobbying activities?

No --> Go to line 14. Yes --> Complete the rest of this section for each entity matching the criteria above, then proceed to line 14.

Internet Address:
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
City
State
Country
City
State
Country
City
State
Country

FOREIGN ENTITIES

14. Is there any foreign entity

a) holds at least 20% equitable ownership in the client or any organization identified on line 13; or

b) directly or indirectly, in whole or in major part, plans, supervises, controls, directs, finances or subsidizes activities of the client or any organization identified on line 13; or

c) is an affiliate of the client or any organization identified on line 13 and has a direct interest in the outcome of the lobbying activity?

No --> Sign and date the registration. Yes --> Complete the rest of this section for each entity matching the criteria above, then sign the registration.

Address Ownership
Name Street Principal place of business Amount of contribution
City State/Province Country
(city and state or country) for lobbying activities

​150 King St. West
City
​Sun Life Financial Inc.
​Toronto
​ON
​CAN
State
Country
​0
​100
%
​150 King St. West
City
​Sun Life Global Investments Inc.
​Toronto
​ON
​CAN
State
Country
​0
​100
%

CONVICTIONS DISCLOSURE

15. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery, extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?


Signature
Digitally Signed By: Soyoung Min
Date
5/24/2024 9:57:30 AM

ADDITIONAL LOBBYISTS

10. Supplemental. List any additional lobbyists for this client not listed on page 1, number 10.

Name Covered Official Position (if applicable) Have you been convicted of a crime?
First
Last
Suffix
​Charlie ​Schreiber ​Senior Counsel, House Financial Services Committee
​Rebecca ​Alcorn ​Senior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee
ADDITIONAL LOBBYING ISSUES
11. Supplemental. General lobbying issue areas. Enter any additional codes for issues not listed on page 2, number 11.

ADDITIONAL AFFILIATED ORGANIZATIONS13. Supplemental. List any other affiliated organization that meets the criteria specified and is not listed on page 2, number 13.
Name Address Principal Place of Business
Street
City State/Province Zip Code Country
City
State
Country
City
State
Country
City
State
Country

ADDITIONAL FOREIGN ENTITIES
14. Supplemental. List any other foreign entity that meets the criteria specified and is not listed on page 2, number 14.
Name Address Principal place of business
(city and state or country)
Amount of contribution for lobbying activities Ownership
Street
City State/Province Country
City
State
Country
​ %
City
State
Country
​ %
City
State
Country
​ %