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

Attachment 5 is a Technical Exhibit detailing OCC Group Life Insurance claims data spanning from October 2019 to January 2024. The spreadsheet contains comprehensive claim information for life insurance policies, including claim numbers, coverage codes, individual demographics, dates of incurrence, and claim amounts. The records encompass various life insurance types such as Basic Life, Optional Life, and Dependent Life, with claim amounts ranging from small interest payments to substantial death benefits up to $711,000. The data covers claims for both male and female employees and dependents, with birthdates ranging from the 1920s to the 1980s.

The document is directly related to the OCC Group Life Insurance Services RFP (Solicitation Number 2031JW26R00001), which seeks a contractor to underwrite and administer a group life insurance program for active and retired employees of the Office of the Comptroller of the Currency (OCC) and the Office of Financial Research (OFR). The solicitation is for a 5-year firm-fixed-price contract, with one base year and four option years, ultimately concluding on December 31, 2030. The most recent amendment (A00003) revised Attachment 5 and adjusted the proposal response deadline to 12:00 PM ET on November 3, 2025.