Attachment 5 - Technical Exhibit OCC Life Claims-Jan 2016 thru May 2021.xlsx

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Group Life Insurance
Solicitation number
2031JW21Q00092
Issued by

About this file

This document includes an attachment summarizing life insurance claims paid by the Office of the Comptroller of the Currency from 2016 through May 2021, as well as a related federal contract opportunity notice.

The solicitation seeks an experienced contractor to underwrite and administer the group life insurance program for active and retired employees of the OCC and Office of Financial Research through June 2026. Services include amending an existing policy to provide benefits for approximately 2,580 OCC employees, 2,510 OCC retirees including 688 in a frozen group, and employees and dependents of the OFR. Coverage includes basic, optional supplemental, and dependent life insurance. The incumbent contractor is Metropolitan Life whose 5-year contract expires June 30, 2021. The attachment provides claim details by year, type of coverage, and totals paid from 2016 through the first five months of 2021.

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Claim Detail 2021

Attachment 5 - Technical Exhibit OCC Life Claims - Jan 2016 thru May 2021
RFQ: 2031JW21Q00092
Amendment 1
GenderDate IncurredDate PaidEmployee AgeClaim Amount (Including Interested)Claim Type
M12/15/201501/19/20166875,000.00Basic Life - OTS Retiree
F09/11/201502/10/20166110,000.00Dependent Life Family
M11/01/201502/17/20167229,250.00Basic Life - OCC Retiree
M11/01/201502/17/201672884.72Basic Life - OCC Retiree
M02/15/201603/18/201651210,000.00Basic Life - Active
M02/05/201603/24/201663144,000.00Basic Life - OTS Retiree
F04/03/201604/26/2016829,500.00Basic Life - OTS Retiree
F04/03/201605/12/20168063,000.00Dependent Life Spouse - OTS Retiree
M03/26/201605/16/201656300,000.00Optional Life EE
M03/26/201605/16/2016561,294.52Optional Life EE
M03/26/201605/16/201656720.62Basic Life - Active
M03/26/201605/16/201656167,000.00Basic Life - Active
M04/13/201605/20/20167475,000.00Basic Life - OCC Retiree
M05/30/201606/29/201674268,000.00Basic Life - OTS Retiree
M06/09/201608/05/201685166,000.00Basic Life - OTS Retiree
M07/10/201608/08/201671142,000.00Basic Life - OTS Retiree
F07/10/201608/19/20168120,250.00Basic Life - OTS Retiree
F07/10/201608/19/20168153.26Basic Life - OTS Retiree
M08/12/201609/08/201684300,000.00Basic Life - OTS Retiree
M08/05/201609/30/201668115,000.00Basic Life - OTS Retiree
M08/05/201610/12/20166298,000.00Basic Life - OCC Retiree
F09/01/201610/20/201660128,000.00Dependent Life Spouse
F09/01/201610/20/20166085.92Dependent Life Spouse
F09/01/201610/20/20166025,000.00Dependent Life Family
F09/01/201610/20/20166016.78Dependent Life Family
M05/25/201610/21/20168422,000.00Basic Life - OCC Retiree
F09/07/201611/07/2016885,250.00Basic Life - OCC Retiree
M11/02/201612/02/201681110,000.00Basic Life - OTS Retiree
F10/17/201612/27/2016887,250.00Basic Life - OCC Retiree
M10/27/201601/13/20177223,250.00Basic Life - OCC Retiree
M10/27/201601/13/20177232.79Basic Life - OCC Retiree
M09/16/201601/17/20176875,000.00Basic Life - OTS Retiree
M09/15/201601/30/20178543,000.00Basic Life - OTS Retiree
M01/03/201702/16/20177148,500.00Basic Life - OTS Retiree
M02/01/201702/22/20178020,750.00Basic Life - OCC Retiree
M01/25/201702/23/20177672,500.00Basic Life - OTS Retiree
M02/14/201704/10/20177250,000.00Basic Life - OCC Retiree
M04/09/201705/03/201767237,000.00Basic Life - OTS Retiree
M05/07/201706/02/201772123,000.00Basic Life - OTS Retiree
M05/07/201706/02/20177243.80Basic Life - OTS Retiree
M11/06/201606/05/20178433,000.00Basic Life - OTS Retiree
M06/07/201707/17/201768775,000.00Basic Life - OTS Retiree
F07/23/201708/09/20177419,000.00Basic Life - OTS Retiree
M05/10/201709/06/20177921,166.66Basic Life - OCC Retiree
F08/19/201709/19/201755177,000.00Dependent Life Spouse
F08/19/201709/19/20175525,000.00Dependent Life Family
M08/03/201709/28/201759210,000.00Optional Life EE
M08/03/201709/28/201759182,700.00Basic Life - Active
F08/29/201709/28/20177011,250.00Basic Life - OCC Retiree
F09/05/201710/04/201760200,000.00Basic Life - OCC Retiree
F06/27/201710/26/2017858,250.00Basic Life - OCC Retiree
F06/27/201710/26/201785284.79Basic Life - OCC Retiree
F09/24/201710/26/20177422,750.00Basic Life - OTS Retiree
F10/03/201710/26/20177910,250.00Basic Life - OTS Retiree
M09/29/201711/06/20177031,000.00Basic Life - OCC Retiree
M11/01/201711/29/2017759,000.00Basic Life - OCC Retiree
M08/03/201712/08/20175990,000.00Optional Life EE
M08/03/201712/08/20175978,300.00Basic Life - Active
M10/10/201712/08/20179051,500.00Basic Life - OTS Retiree
M10/26/201712/14/201763148,000.00Basic Life - OCC Retiree
M09/10/201712/19/20178117,500.00Basic Life - OCC Retiree
F11/13/201712/20/20175525,000.00Dependent Life Family
M06/17/201712/29/2017824,296.00Basic Life - OTS Retiree
M06/17/201712/29/20178273,000.00Basic Life - OTS Retiree
F11/13/201701/04/201855261,000.00Dependent Life Spouse
M06/17/201701/12/20188273,000.00Basic Life - OTS Retiree
M06/17/201701/12/2018824,632.00Basic Life - OTS Retiree
M12/08/201701/19/201859100,000.00Dependent Life Spouse
M12/08/201701/19/20185925,000.00Dependent Life Family
M01/04/201802/01/20188134,000.00Basic Life - OTS Retiree
M05/10/201702/06/20187910,583.34Basic Life - OCC Retiree
M01/11/201802/06/20187714,500.00Basic Life - OCC Retiree
M09/29/201702/07/201870241,000.00Basic Life - OTS Retiree
M01/07/201802/08/201877166,000.00Basic Life - OTS Retiree
M01/07/201802/08/201877244.50Basic Life - OTS Retiree
M01/04/201802/14/20188120,400.00Basic Life - OTS Retiree
M12/28/201702/21/20187220,250.00Basic Life - OCC Retiree
M01/14/201803/12/20187424,000.00Basic Life - OCC Retiree
M01/23/201803/15/201880189,000.00Basic Life - OTS Retiree
F04/13/201503/26/201860194,000.00Basic Life - OCC Retiree
M09/18/201704/05/20188124,500.00Basic Life - OCC Retiree
M02/13/201804/12/2018634,368.65Basic Life - OTS Retiree
M02/13/201804/20/20186388,631.35Basic Life - OTS Retiree
F04/25/201705/01/2018866,500.00Basic Life - OCC Retiree
M05/06/201805/25/201877172,000.00Basic Life - OTS Retiree
M02/20/201806/01/20188020,500.00Basic Life - OCC Retiree
M01/03/201806/22/20188618,500.00Basic Life - OCC Retiree
F05/30/201806/29/201865121,000.00Dependent Life Spouse
M07/04/201807/24/201886189,000.00Basic Life - OTS Retiree
F07/05/201807/25/2018707,750.00Basic Life - OCC Retiree
M01/04/201808/09/20188113,600.00Basic Life - OTS Retiree
M01/04/201808/09/201881321.93Basic Life - OTS Retiree
M07/09/201808/21/201853150,000.00Basic Life - Active
F07/22/201808/29/20188014,500.00Basic Life - OTS Retiree
F09/04/201809/27/20186845,500.00Basic Life - OTS Retiree
F10/02/201710/17/20186250,000.00Optional Life EE
F10/02/201710/17/20186234,000.00Basic Life - Active
F09/13/201810/18/20188616,312.50Basic Life - OTS Retiree
F10/02/201710/26/20186250,000.00Optional Life EE
F10/02/201710/26/20186234,000.00Basic Life - Active
F09/13/201811/01/2018865,437.50Basic Life - OTS Retiree
M09/14/201811/02/2018816,062.50Basic Life - OTS Retiree
M09/14/201811/13/2018816,062.50Basic Life - OTS Retiree
M09/14/201811/20/2018816,062.50Basic Life - OTS Retiree
M06/05/201811/30/20187041,250.00Basic Life - OCC Retiree
M06/05/201811/30/201870100.58Basic Life - OCC Retiree
M09/14/201812/07/201881167.42Basic Life - OTS Retiree
M09/14/201812/07/2018816,062.50Basic Life - OTS Retiree
F10/30/201812/10/20187474,000.00Basic Life - OTS Retiree
M09/11/201812/14/20185374.68Basic Life - OTS Retiree
M09/11/201812/14/20185358,000.00Basic Life - OTS Retiree
M08/20/201412/20/201865500.00Basic Life - OCC Retiree
M11/05/201812/31/20188513,375.00Basic Life - OTS Retiree
M12/31/201801/22/20196527,500.00Basic Life - OCC Retiree
M11/08/201801/22/20198456,500.00Basic Life - OTS Retiree
M11/05/201801/30/20198513,375.00Basic Life - OTS Retiree
F01/27/201902/19/20197229,000.00Basic Life - OCC Retiree
F11/19/201803/04/20195070,948.15Dependent Life Spouse
F11/19/201803/04/20195025,000.00Dependent Life Family
F12/24/201804/01/2019715,750.00Basic Life - OCC Retiree
F12/24/201804/19/20197111,500.00Basic Life - OCC Retiree
M10/21/201804/25/201978183,000.00Basic Life - OTS Retiree
M04/12/201905/03/201960258,000.00Basic Life - Active
F12/24/201805/15/2019715,750.00Basic Life - OCC Retiree
F03/31/201905/23/20196646,500.00Dependent Life Spouse
M04/21/201906/11/20197217,125.00Basic Life - OCC Retiree
F04/21/201906/11/201959257,000.00Basic Life - OCC Retiree
M04/21/201906/18/20197217,125.00Basic Life - OCC Retiree
M03/13/201906/21/201963140,000.00Basic Life - OCC Retiree
M03/13/201906/24/201993174.00Basic Life - OTS Retiree
M03/13/201906/24/20199336,500.00Basic Life - OTS Retiree
F05/28/201907/12/20198373,000.00Dependent Life Spouse - OTS Retiree
F04/28/201908/02/20197155,000.00Basic Life - OTS Retiree
F04/28/201908/09/20197155,000.00Basic Life - OTS Retiree
M05/30/201908/22/20197637,750.00Basic Life - OTS Retiree
M07/16/201908/27/20196831,750.00Basic Life - OCC Retiree
M07/16/201908/27/20196877.82Basic Life - OCC Retiree
F08/15/201909/12/201960133,500.00Dependent Life Spouse
M02/09/201909/18/20198237,250.00Basic Life - OTS Retiree
M04/21/201910/03/20197217,125.00Basic Life - OCC Retiree
F09/15/201910/09/20196615,375.00Dependent Life Spouse - OTS Retiree
F08/28/201910/25/201945158,000.00Dependent Life Spouse
F08/28/201910/25/20194525,000.00Dependent Life Family
M11/01/201911/01/20196757,500.00Optional Life EE
F07/31/201911/05/20194810,000.00Dependent Life Family
M04/21/201911/14/201972-12,843.75Basic Life - OCC Retiree
M10/21/201911/27/20197827,750.00Basic Life - OTS Retiree
M11/25/201912/31/20197143,000.00Basic Life - OTS Retiree
M12/30/201901/23/202062162,000.00Basic Life - OCC Retiree
M12/21/201901/30/202067194,000.00Basic Life - OTS Retiree
M10/27/201902/13/20206742,500.00Basic Life - OCC Retiree
M12/26/201902/13/202079208,000.00Basic Life - OTS Retiree
M12/26/201902/13/2020792,256.65Basic Life - OTS Retiree
M01/14/202002/18/20207555,250.00Basic Life - OTS Retiree
F01/21/202002/19/20204312,500.00Dependent Life Family
M02/05/202002/28/20208120,000.00Basic Life - OCC Retiree
M01/07/202004/13/20207311,250.00Basic Life - OCC Retiree
M03/06/202004/16/202060100,000.00Optional Life EE
M03/06/202004/16/202060150,000.00Basic Life - Active
M03/04/202004/16/20206741,250.00Basic Life - OCC Retiree
M03/13/202004/22/20206626,500.00Basic Life - OCC Retiree
F02/13/202004/24/20207321,000.00Basic Life - OCC Retiree
M02/21/202004/28/20209112,750.00Basic Life - OTS Retiree
F04/07/202005/01/2020757,400.00Basic Life - OCC Retiree
F04/07/202005/07/20207511,100.00Basic Life - OCC Retiree
M04/08/202005/11/202061500,000.00Optional Life EE
M04/08/202005/11/202061269,000.00Basic Life - Active
M09/28/201905/13/20208917,000.00Basic Life - OCC Retiree
M04/07/202006/02/202078300,000.00Basic Life - OTS Retiree
M03/09/201906/05/20208355,000.00Basic Life - OTS Retiree
M04/27/202006/19/202060138,000.00Basic Life - Active
M06/12/202007/15/202087255,000.00Basic Life - OTS Retiree
M06/04/202007/22/20209417,250.00Basic Life - OTS Retiree
M06/12/202007/27/20208745,000.00Basic Life - OTS Retiree
F11/21/201908/06/20206863,000.00Basic Life - OTS Retiree
F11/21/201908/06/202068655.89Basic Life - OTS Retiree
M06/24/202008/11/20208120,000.00Basic Life - OCC Retiree
F11/21/201908/14/20206821,000.00Basic Life - OTS Retiree
F11/21/201908/14/202068230.14Basic Life - OTS Retiree
F04/21/202009/09/20208912,250.00Basic Life - OTS Retiree
M08/25/202009/22/20208949,250.00Basic Life - OTS Retiree
M09/06/202010/05/202066500,000.00Optional Life EE
M08/29/202010/13/20204797,000.00Dependent Life Spouse
F09/10/202010/26/202054116,000.00Dependent Life Spouse
F10/23/202011/23/20205115,000.00Dependent Life Family
M09/06/202010/05/202066231,000.00Basic Life - Active
M04/24/202010/12/20207347,250.00Basic Life - OCC Retiree
M05/06/202012/14/20209629,000.00Basic Life - OCC Retiree
F05/07/202010/01/20208744.30Basic Life - OTS Retiree
F05/07/202010/01/20208722,000.00Basic Life - OTS Retiree
M10/13/202011/09/202084154,000.00Basic Life - OTS Retiree
M10/23/202011/06/202073277,000.00Basic Life - OTS Retiree
F12/31/202001/28/202165250,000.00Optional Life EE
M01/06/202103/11/202163306.85Optional Life EE
M01/06/202103/11/202163350,000.00Optional Life EE
M10/04/202001/29/20214712,500.00Dependent Life Family
F12/31/202001/28/202165168,000.00Basic Life - Active
M01/06/202103/11/202163201.64Basic Life - Active
M01/06/202103/11/202163230,000.00Basic Life - Active
M06/20/202002/11/20217475,000.00Basic Life - Retiree
M12/23/202002/08/20218513,500.00Basic Life - Retiree
M01/17/202103/23/20217925,750.00Basic Life - Retiree
F10/24/202001/08/20219110.68Basic Life - OTS Retiree
F10/24/202001/08/20219110,250.00Basic Life - OTS Retiree
M12/03/202001/05/20216947,200.00Basic Life - OTS Retiree
M12/03/202001/22/20216911,800.00Basic Life - OTS Retiree
M12/07/202001/22/20218241,750.00Basic Life - OTS Retiree
M11/18/202002/16/202177104,250.00Basic Life - OTS Retiree
M11/18/202002/12/20217734,750.00Basic Life - OTS Retiree
M01/17/202102/19/20217210,106.85Basic Life - OTS Retiree
M01/17/202103/15/20217210,893.15Basic Life - OTS Retiree
M01/17/202103/24/20217935,000.00Basic Life - OTS Retiree
M02/11/202103/24/20218820,000.00Basic Life - OTS Retiree
M03/05/202104/14/202153122,000.00Dependent Life Spouse
F02/20/202104/16/20217316,750.00Basic Life - Retiree
M02/10/202105/04/20217346,500.00Basic Life - Retiree
M01/10/202104/02/20217822,250.00Basic Life - OTS Retiree

Claim Summary 2021

Attachment 5 - Technical Exhibit OCC Life Claims - Jan 2016 thru June 2021
RFQ: 2031JW21Q00092
Amendment 1
Total Claims by Date Paid
2016$2,492,555.82
2017$2,916,324.04
2018$2,655,749.45
2019$1,964,981.22
2020$4,328,686.98
2021$1,658,769.17
2016Basic Life Actives$377,720.62
2016Basic Life - OCC Retiree$237,634.72
2016Basic Life - OTS Retiree$1,349,803.26
2016Dependent Life Family$35,016.78
2016Dependent Life Spouse$128,085.92
2016Dependent Life Spouse - OTS Retiree$63,000.00
2016Optional Life EE$301,294.52
2017Basic Life Actives$261,000.00
2017Basic Life - OCC Retiree$540,484.24
2017Basic Life - OTS Retiree$1,587,839.80
2017Dependent Life Family$50,000.00
2017Dependent Life Spouse$177,000.00
2017Dependent Life Spouse - OTS Retiree$0.00
2017Optional Life EE$300,000.00
2018Basic Life Actives$218,000.00
2018Basic Life - OCC Retiree$382,933.92
2018Basic Life - OTS Retiree$1,447,815.53
2018Dependent Life Family$25,000.00
2018Dependent Life Spouse$482,000.00
2018Dependent Life Spouse - OTS Retiree$0.00
2018Optional Life EE$100,000.00
2019Basic Life Actives$258,000.00
2019Basic Life - OCC Retiree$546,859.07
2019Basic Life - OTS Retiree$545,299.00
2019Dependent Life Family$60,000.00
2019Dependent Life Spouse$408,948.15
2019Dependent Life Spouse - OTS Retiree$88,375.00
2019Optional Life EE$57,500.00
2020Basic Life Actives$788,000.00
2020Basic Life - OCC Retiree$456,250.00
2020Basic Life - OTS Retiree$1,743,936.98
2020Dependent Life Family$27,500.00
2020Dependent Life Spouse$213,000.00
2020Dependent Life Spouse - OTS Retiree$0.00
2020Optional Life EE$1,100,000.00
2021Basic Life Actives$398,201.64
2021Basic Life - OCC Retiree$177,500.00
2021Basic Life - OTS Retiree$348,260.68
2021Dependent Life Family$12,500.00
2021Dependent Life Spouse$122,000.00
2021Dependent Life Spouse - OTS Retiree$0.00
2021Optional Life EE$600,306.85

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