LD-1 Disclosure Form

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

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

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

CAN

State

Country

100

150 King St. West

City

Sun Life Global Investments Inc.

Toronto

CAN

State

Country

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?
No Yes

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