Attachment 5 - Technical Exhibit OCC Life Claims-Supplement.xlsx

XLSX spreadsheet 28 KB Posted

Attached to
OCC Group Life Insurance (OGLI) Services (RFP)
Solicitation number
2031JW26R00001
Issued by

About this file

The file is an Excel spreadsheet (Attachment 5 - Technical Exhibit OCC Life Claims-Supplement) containing detailed life insurance claim records for the Office of the Comptroller of the Currency (OCC). The spreadsheet includes 248 individual claim entries with comprehensive details such as claim number, claimant gender, date of birth, date of claim incurrence, and claim amount, ranging from small claims of less than $100 to large claims of up to $711,000.

The claims data spans from 2019 to 2025, with most claims falling between $20,000 and $300,000, and covers multiple coverage types including Basic Life (9011), Optional Life (9111), and Dependent Life (9510). The claims reflect a diverse group of claimants with birth dates ranging from the 1920s to the 1990s, and include both male and female claimants, as well as some entries with unspecified gender. This technical exhibit appears to be supporting documentation for the OCC Group Life Insurance (OGLI) Services Request for Proposal (RFP) solicitation, which seeks a contractor to underwrite and administer the group life insurance program for active and retired OCC and Office of Financial Research employees.

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Other files

File Type Posted
Attachment 5 - Technical Exhibit OCC Life Claims-Supplement-R.xlsx XLSX spreadsheet
SF 30_2031JW26R00001 A00003_Revised Attachment 5.pdf PDF
SF 30_2031JW26R00001 A00002_Revised Attachment 3.pdf PDF
Attachment 3 - Technical Exhibit Retiree Census Data-Supplement-R.xlsx XLSX spreadsheet
Attachment 3 - Technical Exhibit Retiree Census Data-Supplement.xlsx XLSX spreadsheet
Attachment 13 - QandA Worksheet-GOVT.xlsx XLSX spreadsheet
Attachment 1B - OGLI Design Plan_Schedule of Benefits.pdf PDF
SF 30_2031JW26R00001 A00001_Q-A Worksheet and Attachments.pdf PDF
Attachment 1C - OCC-OFR GLI Memorandum of Understanding.pdf PDF
Attachment 6 - Technical Exhibit OFR Census-Supplement.xlsx XLSX spreadsheet
Attachment 2 -Technical Exhibit Active Employee Census Data-Supplement.xlsx XLSX spreadsheet
Attachment 6 - Technical Exhibit OFR Census.xlsx XLSX spreadsheet
Attachment 13 - QandA Worksheet.xlsx XLSX spreadsheet
Attachment 4 - Technical Exhibt Affidavit of Domestic Partnership.pdf PDF
Attachment 1 - Price Proposal Template.xlsx XLSX spreadsheet
Attachment 3 - Technical Exhibit Retiree Census Data.xlsx XLSX spreadsheet
Attachment 9 - Security Compliance Requirements Questionnaire.docx DOCX document
SF 33_2031JW26R00001_RFP OGLI_FAR 15.pdf PDF
Attachment 8 - Past Performance Questionnaire.docx DOCX document
Attachment 5 - Technical Exhibit OCC Life Claims.xlsx XLSX spreadsheet
Attachment 7 - Technical Capability Questionnire.pdf PDF
Attachment 2 -Technical Exhibit Active Employee Census Data.xlsx XLSX spreadsheet
Attachment 1A - OGLI Pricing Structure Template.docx DOCX document
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Attachment 5 - Technical Exhibit OCC Life Claims-Supplement
Claim NumberGenderDate of BirthDate IncurredClaim Amount
22004003346M10/01/195903/06/2020100,000.00
22005003592M07/24/195804/08/2020500,000.00
22009009182M08/08/195409/06/2020500,000.00
22101009135F11/29/195512/31/2020250,000.00
22101009617M11/16/195701/06/2021306.85
22101009617M11/16/195701/06/2021350,000.00
22106008704M05/08/196204/26/202125,000.00
22108003900F11/12/196407/28/2021500,000.00
22108008091M12/27/195908/04/2021162,500.00
22108008091M12/27/195908/04/202187,500.00
22112011417F11/03/195411/26/2021300,000.00
22212007786U10/15/198211/18/2022500,000.00
22302000389U11/04/195812/29/2022150,000.00
22302000389U11/04/195812/29/2022150,000.00
22406009603F09/19/196506/05/2024200,000.00
22407010015F12/04/199606/17/202425,000.00
22411001359M05/13/196510/22/2024275,000.00
22009013142M10/27/197208/29/202097,000.00
22010004964F10/11/196609/10/2020116,000.00
22104003612M10/24/196703/05/2021122,000.00
22112009693F10/17/196011/10/2021181,000.00
22201005724M11/16/195912/03/2021199,000.00
22201005741F04/09/196511/25/202186,000.00
22202010676M09/14/196801/20/2022121,000.00
22205008381M09/24/196603/08/2022267,000.00
22212007780F03/11/197511/25/2022111,000.00
22310006724M05/12/194510/06/2023273,000.00
22310006756M10/15/198310/01/2023183,000.00
22402016156F08/07/196412/31/2023204,000.00
22501001082F11/03/196612/24/2024174,000.00
22502001323F07/24/196001/13/2025212,000.00
22506007787M11/04/2024116,000.00
22507007055F07/05/195806/27/2025138,000.00
22001015339F07/26/197601/21/202012,500.00
22011000466F05/28/196910/23/202015,000.00
22011013069M09/07/197310/04/202012,500.00
22112009693F10/17/196011/10/202125,000.00
22202010676M09/14/196801/20/202225,000.00
22212007780F03/11/197511/25/202225,000.00
22301006430M03/26/196612/21/20225,000.00
22301006430M03/26/196612/21/202226.80
22307003472M04/27/197306/30/202357.65
22307003472M04/27/197306/30/202312,500.00
22310006756M10/15/198310/01/202325,000.00
22501001082F11/03/196612/24/202425,000.00
22406009603F09/19/196506/05/2024101,000.00
22004003346M10/01/195903/06/2020150,000.00
22005003592M07/24/195804/08/2020269,000.00
22005015551M11/29/195904/27/2020138,000.00
22009009182M08/08/195409/06/2020231,000.00
22101009135F11/29/195512/31/2020168,000.00
22101009617M11/16/195701/06/2021230,000.00
22101009617M11/16/195701/06/2021201.64
22106008704M05/08/196204/26/2021156,000.00
22108003900F11/12/196407/28/2021124,948.98
22108003900F11/12/196407/28/202125,051.02
22108008091M12/27/195908/04/2021100,750.00
22108008091M12/27/195908/04/202154,250.00
22112011417F11/03/195411/26/2021162,000.00
22302000389U11/04/195812/29/202287,000.00
22302000389U11/04/195812/29/202287,000.00
22307003451F08/31/198004/11/2023164,000.00
22406009603F09/19/196506/05/2024101,000.00
22407010015F12/04/199606/17/202491,000.00
22411001359M05/13/196510/22/2024246,000.00
22505007642M06/24/196704/10/2025189,000.00
22507007013M12/09/196907/03/2025115,000.00
22212007786U10/15/198211/18/2022152,000.00
22407010015F12/04/199606/17/202489,000.00
21912003460M04/08/195210/27/201942,500.00
22001005370M11/20/195712/30/2019162,000.00
22002007270M01/15/193902/05/202020,000.00
22002014406M08/17/194601/07/202011,250.00
22004006797M07/11/195203/04/202041,250.00
22004006804M01/11/195403/13/202026,500.00
22004006805F01/05/194702/13/202021,000.00
22004009202F12/22/194404/07/202011,100.00
22004009202F12/22/194404/07/20207,400.00
22004016472M03/23/193009/28/201917,000.00
22005011107M02/23/195204/23/202039,500.00
22007002908M04/07/193906/24/202020,000.00
22007011490M08/21/194604/24/202047,250.00
22011000931M08/17/192305/06/202029,000.00
22101009146M02/14/194606/20/202075,000.00
22101009147M05/26/193512/23/202013,500.00
22102009631M12/14/194101/17/202125,750.00
22103017739F09/18/194702/20/202116,750.00
22104010577M01/10/194802/10/202146,500.00
22106003291M07/10/193607/27/202020,000.00
22106003342M12/29/195305/14/202122,000.00
22106003342M12/29/195305/14/2021220.60
22107000701M06/11/193404/30/20219,250.00
22108008530F11/01/196107/28/202150,000.00
22108013988M05/22/193508/09/202165,000.00
22110007211F12/22/193909/21/20214,625.00
22110007211F12/22/193909/21/20214,625.00
22201016278M09/22/195812/22/2021300,000.00
22201016290M11/15/194212/25/202132,250.00
22202007021M06/26/193301/03/202275,000.00
22202007021M06/26/193301/03/2022-75,000.00
22202007021M06/26/193301/03/202275,000.00
22202010677M12/13/194401/20/202275,000.00
22202017657M01/25/194205/08/202175,000.00
22203012803M12/05/195202/02/202237,250.00
22204009704M01/11/194004/11/202224,000.00
22205014101M02/06/195804/16/202250,000.00
22206001840M07/05/194705/06/202247,500.00
22207013457M10/28/194106/07/202221,750.00
22208007731M02/24/194202/01/202212,375.00
22208007731M02/24/194202/01/202212,375.00
22208011148M07/21/195905/28/202250,000.00
22209011549F12/03/195709/04/202250,000.00
22209011549F12/03/195709/04/2022394.52
22210007611M05/29/194609/08/202258,250.00
22301010160U07/16/195812/25/202272,000.00
22302001085U03/08/194201/10/202319,500.00
22302001107U12/24/193401/18/20232,250.00
22302001107U12/24/193401/18/20236,750.00
22302008904F12/17/194812/23/202212,750.00
22302012848U01/04/195207/24/202248,000.00
22303003929U08/07/195002/28/202341,000.00
22303014409U05/10/194501/15/202320,250.00
22304011058U11/08/196304/11/2023189,000.00
22305003229M12/17/195208/10/202236,500.00
22307011346U10/25/193907/11/20239,333.33
22307011346U10/25/193907/11/20234,666.67
22307014229U04/17/194101/08/202358,500.00
22308009037U08/05/195006/18/202150,000.00
22308009861U10/10/193908/06/202324,500.00
22309010423U05/02/194108/22/202324,250.00
22309012523F09/21/194009/15/202315,750.00
22309013694U04/11/195207/31/202310,666.67
22309013694U04/11/195207/31/202321,333.33
22310013370U09/16/195310/21/202331,000.00
22310014648U07/25/194310/15/202321,250.00
22310014916U09/18/194109/26/202321,750.00
22311011436U11/08/194610/24/202322,000.00
22312000541F08/05/193211/23/20233,250.00
22312000541F08/05/193211/23/20233,250.00
22401008815U07/12/195312/23/202347,750.00
22401015184U04/18/194301/13/202416,000.00
22403008286F06/20/194701/10/202475,000.00
22403011962M08/04/194502/03/202427,750.00
22404000155M04/05/192701/27/202215,250.00
22405008850M06/29/195005/02/202439,500.00
22405014549F11/03/193703/20/2024300,000.00
22405015415M11/22/193705/19/202415,000.00
22406000183M03/04/194204/23/2024117,000.00
22406004217M03/17/194101/03/202433,250.00
22406011364F09/02/195706/15/20246,375.00
22406011364F09/02/195706/15/202414,875.00
22408012815F03/16/196101/20/202495,000.00
22411002486M04/26/194810/20/202426,000.00
22411002486M04/26/194810/20/202489.97
22411002782M04/26/193809/26/202475,000.00
22411012697M06/09/194711/10/202449,250.00
22502003557M08/20/195901/16/202531,750.00
22503006846M05/29/193402/20/202523,250.00
22503006846M05/29/193402/20/202515.92
22503009694F08/11/195311/20/202437,250.00
22503010331M09/14/193503/07/202575,000.00
22503011028F11/17/196503/05/2025202,000.00
22504002990F08/16/194902/02/202514,750.00
22504003802M10/20/196103/26/2025119,000.00
22504003802M10/20/196103/26/2025105.96
22505003961M06/24/194003/18/202528,250.00
22505007382M12/23/195804/12/202554,000.00
22506001783F07/29/192705/20/202512,000.00
22506009943M01/19/193506/08/202558.56
22506009943M01/19/193506/08/202519,000.00
22506009943M01/19/193506/08/20259,500.00
22508008960M07/18/194007/15/202517,250.00
22508010741F04/09/196506/14/202550,000.00
22509008119M06/18/195507/15/202543,250.00
22312014775M10/07/193912/14/2023489,000.00
22401013616M07/28/195501/19/2024290,000.00
22404004995M07/16/194003/08/2024711,000.00
22001004096F02/04/195111/21/2019230.14
22001004096F02/04/195111/21/2019655.89
22001004096F02/04/195111/21/201921,000.00
22001004096F02/04/195111/21/201963,000.00
22001005375M11/22/195212/21/2019194,000.00
22001015330M10/12/194012/26/20192,256.65
22001015330M10/12/194012/26/2019208,000.00
22001015352M04/01/194401/14/202055,250.00
22004006800M09/29/194104/07/2020300,000.00
22004006814M10/04/192802/21/202012,750.00
22005008909F04/18/193104/21/202012,250.00
22006001963M03/05/193603/09/201955,000.00
22006012868M02/22/192606/04/202017,250.00
22007004598M06/14/193206/12/2020255,000.00
22007004598M06/14/193206/12/202045,000.00
22009002632F04/30/193305/07/202044.30
22009002632F04/30/193305/07/202022,000.00
22009009126M01/03/193108/25/202049,250.00
22010014627M05/26/193610/13/2020154,000.00
22010014629M09/30/194710/23/2020277,000.00
22011003775F08/07/192910/24/202010.68
22011003775F08/07/192910/24/202010,250.00
22012013625M11/28/195112/03/202011,800.00
22012013625M11/28/195112/03/202047,200.00
22012013719M06/26/193812/07/202041,750.00
22102002074M05/09/194311/18/202034,750.00
22102002074M05/09/194311/18/2020104,250.00
22102007564M09/11/194801/17/202110,106.85
22102007564M09/11/194801/17/202110,893.15
22102009631M12/14/194101/17/202135,000.00
22102009743M12/22/194201/10/202122,250.00
22103007762M09/23/193202/11/202120,000.00
22108008559M12/30/193407/12/20214,812.50
22108008559M12/30/193407/12/20214,812.50
22108008559M12/30/193407/12/20214,812.50
22108008559M12/30/193407/12/20214,812.50
22111004378M12/10/193610/31/202131,250.00
22111004378M12/10/193610/31/202110.27
22111010714M04/22/193210/05/2021127,000.00
22111014670M06/18/193611/12/202154,750.00
22112002709M06/08/193811/10/202157,250.00
22112010674F11/01/193912/02/202110,500.00
22202007134F10/10/193101/19/20228,125.00
22202007134F10/10/193101/19/20228,125.00
22202014714F01/26/194202/07/202213,000.00
22203016372M01/20/193608/31/202124,750.00
22204016265M01/23/193604/16/202226,500.00
22205009720U02/12/194603/25/2022-37,750.00
22205009720M02/12/194603/25/202237,750.00
22205009720U02/12/194603/25/202237,750.00
22205011710M02/22/194205/13/202233,750.00
22206004438M12/13/193605/05/202245,750.00
22206010155M06/24/193505/31/202235,500.00
22206013900M08/30/193504/24/2022108,000.00
22207013413F02/08/193506/29/202212,250.00
22209013581U12/08/194112/04/202134,750.00
22210003496M12/01/194708/20/202242,250.00
22211001817U10/27/193910/25/20224,333.33
22211001817U10/27/193910/25/202216.95
22211001817F10/27/193910/25/20228,666.67
22211001817F10/27/193910/25/202225.02
22212009350M10/20/193812/07/202225,000.00
22212009350M10/20/193812/07/202216.10
22301005533U05/12/193312/17/202240,000.00
22301014100U06/22/194001/06/202354,000.00
22302001161U10/17/195101/27/202371,369.00
22302001161U10/17/195101/27/202335,631.00
22302002969U03/09/193501/29/202339,750.00
22302004163U04/09/195005/14/202216,200.00
22302004163F04/09/195005/14/20224,050.00
22303001298U02/09/193810/10/202257,500.00
22304007954U07/25/194603/08/2023271,000.00
22305008829U10/09/195210/22/202287,250.00
22305012890M04/05/192904/23/202328,750.00
22306001427U06/26/195212/09/202229,250.00
22306001427U06/26/195212/09/2022942.41
22306001427U06/26/195212/09/2022961.64
22306001427U06/26/195212/09/202229,250.00
22307000020M09/28/193701/12/202231,000.00
22309013704F08/08/194309/22/20236,000.00
22309013704F08/08/194309/22/20236,000.00
22310000566M06/22/194110/01/2023153,000.00
22310009630U01/06/194810/11/2023152,000.00
22310013357U11/18/193510/19/202376,500.00
22310013357U11/18/193510/19/2023295.39
22311005768U02/15/194411/05/202361,250.00
22312007569F08/01/194111/30/20238,312.50
22312007569F08/01/194111/30/202316,625.00
22312007569F08/01/194111/30/20238,312.50
22401003045U05/15/194111/26/202316,250.00
22401003045U05/15/194111/26/202316,250.00
22401013788U06/10/194412/26/202364,250.00
22404006667M03/08/194804/03/202447,750.00
22405015443M06/09/194305/07/2024300,000.00
22406000206M09/03/193505/21/2024199.93
22406000206M09/03/193505/21/202434,750.00
22406000206M09/03/193505/21/20243,475.00
22406000206M09/03/193505/21/2024-3,475.00
22406000206M09/03/193505/21/2024-19.99
22406000206M09/03/193505/21/202438.27
22407000149M04/12/194503/30/202472,500.00
22407000149M04/12/194503/30/20241,394.38
22408014939M06/13/194008/02/2024179,000.00
22409006048M07/09/193908/04/202450,500.00
22409008527F12/03/192909/06/202472,000.00
22410005974F01/02/193010/08/202411,750.00
22411002776F12/13/192610/14/202412,250.00
22412006524F05/15/193211/10/202415,250.00
22501014311M03/10/194201/14/2025150,000.00
22502011708F06/28/192702/16/202523.67
22502011708F06/28/192702/16/202516,000.00
22502013609M06/22/196202/17/2025159,000.00
22502013609M06/22/196202/17/202553,000.00
22502014067M09/28/194702/07/2025262,000.00
22503012895F06/17/194803/18/2025174,000.00
22504002181M06/09/193903/18/202582,000.00
22506003377M02/16/194405/31/2025214,000.00
22506009387M03/06/194305/29/2025145,000.00
22506009387M03/06/194305/29/2025145,000.00
22506011924M10/17/193206/08/202529,250.00
22506011924M10/17/193206/08/2025160.28
22109005773F11/03/193709/02/2021300,000.00
22307014197M10/01/195407/17/2023181,000.00
22407012525F10/07/194507/17/2024118,500.00
22408015159M11/22/194608/10/2024142,000.00
22501005192F05/15/193201/04/202547,000.00
22502011714F12/03/194601/12/2025118,000.00

CC Key

Coverage Code Key
9011Basic Life
9111Optiona Life
9510Dependnet Life

File details come from the government source that posted it. Updated .