Attachment 6 - Technical Exhibit OFR Census-Supplement.xlsx

XLSX spreadsheet 20 KB Posted Oct 21, 2025

Attached to: OCC Group Life Insurance (OGLI) Services (RFP)
Solicitation number: 2031JW26R00001
Issued by: Department of the Treasury Office of the Comptroller of the Currency

About this file

Written by GovTribe AI · Oct 21, 2025

This file is a Technical Exhibit spreadsheet for an OFR Census, containing detailed employee life insurance coverage information for multiple individuals across various states. The spreadsheet includes comprehensive data points such as adjusted base salary, OFR basic coverage amounts, life insurance coverage types, employee demographics (birth date, gender, age), and geographic location. Coverage types range from "BASIC ONLY" to more comprehensive options like "BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X", with coverage amounts varying from $140,000 to $500,000. The data encompasses employees from states including VA, MD, NJ, DC, NY, and others, with age groups ranging from "Under 35" to "60 and over". Some entries indicate executive status, while others do not, and coverage amounts and types differ significantly across individual records.

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SF 30_2031JW26R00001 A00003_Revised Attachment 5.pdf	PDF	Oct 30, 2025
SF 30_2031JW26R00001 A00002_Revised Attachment 3.pdf	PDF	Oct 21, 2025
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Attachment 3 - Technical Exhibit Retiree Census Data-Supplement.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 13 - QandA Worksheet-GOVT.xlsx	XLSX spreadsheet	Oct 21, 2025
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SF 30_2031JW26R00001 A00001_Q-A Worksheet and Attachments.pdf	PDF	Oct 21, 2025
Attachment 5 - Technical Exhibit OCC Life Claims-Supplement.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 1C - OCC-OFR GLI Memorandum of Understanding.pdf	PDF	Oct 21, 2025
Attachment 2 -Technical Exhibit Active Employee Census Data-Supplement.xlsx	XLSX spreadsheet	Oct 21, 2025
Attachment 6 - Technical Exhibit OFR Census.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 13 - QandA Worksheet.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 4 - Technical Exhibt Affidavit of Domestic Partnership.pdf	PDF	Oct 10, 2025
Attachment 1 - Price Proposal Template.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 3 - Technical Exhibit Retiree Census Data.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 9 - Security Compliance Requirements Questionnaire.docx	DOCX document	Oct 10, 2025
SF 33_2031JW26R00001_RFP OGLI_FAR 15.pdf	PDF	Oct 10, 2025
Attachment 8 - Past Performance Questionnaire.docx	DOCX document	Oct 10, 2025
Attachment 5 - Technical Exhibit OCC Life Claims.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 7 - Technical Capability Questionnire.pdf	PDF	Oct 10, 2025
Attachment 2 -Technical Exhibit Active Employee Census Data.xlsx	XLSX spreadsheet	Oct 10, 2025
Attachment 1A - OGLI Pricing Structure Template.docx	DOCX document	Oct 10, 2025

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OFR Census

ATTACHMENT 6 - TECHNICAL EXHIBIT OFR CENSUS-SUPPLEMENT
Adjusted Base Salary	OFR Basic Coverage Amount	OFR Life Age Coverage Description	Executive Indicator	Birth Date	Gender Code	Age	OFR Life Age Group Desc	State
316,600.00	500,000.00	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	Y	05/28/1979	M	46.4	45 to 49	VA
316,600.00	500,000.00	BASIC/EMPLOYEE/SPOUSE 50	Y	05/30/1962	M	63.3	60 and over	VA
308,300.00	311,000.00	BASIC ONLY	N	11/23/1966	F	58.9	55 to 59	VA
308,300.00	311,000.00	BASIC ONLY	N	03/06/1968	M	57.6	55 to 59	MD
308,300.00	311,000.00	BASIC/EMPLOYEE	N	09/24/1966	M	59.0	55 to 59	MD
304,848.00	307,000.00	BASIC/EMPLOYEE/SPOUSE 50/FAMILY 2X	N	10/16/1958	M	67.0	60 and over	MD
303,900.00	306,000.00	BASIC/EMPLOYEE	N	01/08/1980	M	45.7	45 to 49	MD
285,289.00	288,000.00	BASIC ONLY	N	03/30/1966	F	59.5	55 to 59	NJ
285,289.00	288,000.00	BASIC ONLY	N	07/23/1954	M	71.2	60 and over	NJ
283,948.00	286,000.00	BASIC/SPOUSE 100	N	07/31/1982	M	43.2	40 to 44	NJ
273,537.00	276,000.00	BASIC/EMPLOYEE/SPOUSE 100	N	09/03/1960	M	65.1	60 and over	MD
269,247.00	272,000.00	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	N	03/23/1982	M	43.5	40 to 44	VA
266,218.00	269,000.00	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 1X	N	11/06/1966	F	58.9	55 to 59	MD
249,384.00	252,000.00	BASIC ONLY	N	01/10/1962	F	63.7	60 and over	VA
249,384.00	252,000.00	BASIC/SPOUSE 50	N	05/10/1974	M	51.4	50 to 54	VA
248,772.00	251,000.00	BASIC ONLY	N	11/06/1974	M	50.9	50 to 54	VA
246,937.00	249,000.00	BASIC/EMPLOYEE/SPOUSE 100	N	03/17/1972	M	53.5	50 to 54	VA
240,442.00	243,000.00	BASIC/EMPLOYEE/SPOUSE 100	N	10/07/1982	M	43.0	40 to 44	DC
237,921.00	240,000.00	BASIC ONLY	N	10/31/1980	M	44.9	40 to 44	MD
236,563.00	239,000.00	BASIC/SPOUSE 100	N	11/14/1982	M	42.9	40 to 44	VT
235,677.00	238,000.00	BASIC/SPOUSE 100/FAMILY 3X	N	11/20/1984	M	40.9	40 to 44	VA
234,807.00	237,000.00	BASIC/EMPLOYEE	N	01/04/1974	M	51.7	50 to 54	VA
231,796.00	234,000.00	BASIC ONLY	N	07/27/1975	M	50.2	50 to 54	MD
230,826.00	233,000.00	BASIC/EMPLOYEE/SPOUSE 100	N	07/07/1980	M	45.2	45 to 49	VA
226,262.00	229,000.00	BASIC/EMPLOYEE/FAMILY 5X	N	09/28/1971	M	54.0	50 to 54	VA
225,481.00	228,000.00	BASIC ONLY	N	12/29/1961	M	63.8	60 and over	MD
225,842.00	228,000.00	BASIC/EMPLOYEE	N	11/27/1976	M	48.9	45 to 49	VA
224,303.00	227,000.00	BASIC/EMPLOYEE/SPOUSE 100	N	08/07/1971	F	54.2	50 to 54	MD
221,680.00	224,000.00	BASIC/SPOUSE 100	N	07/31/1974	F	51.2	50 to 54	DC
218,444.00	221,000.00	BASIC ONLY	N	11/15/1984	F	40.9	40 to 44	VA
218,061.00	221,000.00	BASIC/EMPLOYEE	N	10/02/1968	M	57.0	55 to 59	DC
217,332.00	220,000.00	BASIC ONLY	N	02/09/1972	F	53.7	50 to 54	VA
215,746.00	218,000.00	BASIC ONLY	N	03/22/1982	M	43.5	40 to 44	NY
215,449.00	218,000.00	BASIC/EMPLOYEE	N	08/07/1964	F	61.2	60 and over	MD
214,019.00	217,000.00	BASIC ONLY	N	12/21/1979	M	45.8	45 to 49	MD
214,144.00	217,000.00	BASIC/EMPLOYEE	N	07/25/1967	M	58.2	55 to 59	NJ
213,633.00	216,000.00	BASIC ONLY	N	12/27/1984	M	40.8	40 to 44	NJ
213,200.00	216,000.00	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	N	11/05/1979	M	45.9	45 to 49	NY
212,531.00	215,000.00	BASIC ONLY	N	10/15/1975	M	50.0	50 to 54	VA
212,710.00	215,000.00	BASIC ONLY	N	08/12/1982	M	43.1	40 to 44	NY
212,710.00	215,000.00	BASIC/SPOUSE 100	N	08/02/1988	M	37.2	35 to 39	NJ
212,888.00	215,000.00	BASIC/SPOUSE 100/FAMILY 5X	N	10/15/1983	M	42.0	40 to 44	MD
211,866.00	214,000.00	BASIC ONLY	N	09/21/1971	M	54.0	50 to 54	VA
210,328.00	213,000.00	BASIC ONLY	N	03/08/1976	M	49.6	45 to 49	VA
209,490.00	212,000.00	BASIC ONLY	N	11/23/1974	M	50.9	50 to 54	VA
206,241.00	209,000.00	BASIC ONLY	N	02/03/1973	M	52.7	50 to 54	VA
205,408.00	208,000.00	BASIC/SPOUSE 50	N	08/19/1975	M	50.1	50 to 54	VA
203,701.00	206,000.00	BASIC ONLY	N	06/25/1973	F	52.3	50 to 54	FL
202,791.00	205,000.00	BASIC/EMPLOYEE	N	01/15/1961	M	64.7	60 and over	VA
202,584.00	205,000.00	BASIC/SPOUSE 100	N	01/25/1967	M	58.7	55 to 59	DC
201,715.00	204,000.00	BASIC ONLY	N	09/11/1981	M	44.1	40 to 44	MD
195,184.00	198,000.00	BASIC/EMPLOYEE/FAMILY 3X	N	10/23/1968	M	56.9	55 to 59	VA
193,885.00	196,000.00	BASIC ONLY	N	01/09/1981	F	44.7	40 to 44	CO
193,559.00	196,000.00	BASIC/EMPLOYEE	N	05/14/1977	F	48.4	45 to 49	VA
193,411.00	196,000.00	BASIC/SPOUSE 100	N	01/18/1988	M	37.7	35 to 39	DC
193,411.00	196,000.00	BASIC/SPOUSE 100	N	03/25/1989	M	36.5	35 to 39	VA
187,176.00	190,000.00	BASIC ONLY	N	03/11/1979	M	46.6	45 to 49	DC
187,005.00	190,000.00	BASIC ONLY	N	07/01/1993	M	32.3	Under 35	VA
183,355.00	186,000.00	BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X	N	02/11/1988	F	37.6	35 to 39	MD
182,294.00	185,000.00	BASIC/EMPLOYEE	N	12/29/1975	F	49.8	45 to 49	VA
181,961.00	184,000.00	BASIC/EMPLOYEE	N	07/04/1983	F	42.3	40 to 44	VA
173,702.00	176,000.00	BASIC ONLY	N	07/02/1970	M	55.3	55 to 59	WV
173,529.00	176,000.00	BASIC/SPOUSE 100	N	09/30/1979	F	46.0	45 to 49	CO
170,925.00	173,000.00	BASIC/EMPLOYEE	N	09/25/1990	F	35.0	Under 35	DC
164,571.00	167,000.00	BASIC ONLY	N	04/20/1982	M	43.5	40 to 44	OH
158,504.00	161,000.00	BASIC/EMPLOYEE	N	05/09/1972	F	53.4	50 to 54	DC
154,708.00	157,000.00	BASIC ONLY	N	07/04/1962	F	63.3	60 and over	KY
145,951.00	148,000.00	BASIC ONLY	N	06/17/1967	F	58.3	55 to 59	VA
137,290.00	140,000.00	BASIC/SPOUSE 100	N	04/01/1967	M	58.5	55 to 59	WV
109,278.00	112,000.00	BASIC ONLY	N	08/10/1962	F	63.2	60 and over	MD
237,910.00	0	NONE		08/31/1961	M	64.1	60 and over	VA
255,624.00	0	NONE		06/27/1982	F	43.3	40 to 44	MD
249,384.00	0	NONE		07/31/1968	M	57.2	55 to 59	VA
209,784.00	0	NONE		08/20/1981	F	44.1	40 to 44	DC
193,521.00	0	NONE		05/30/1969	M	56.3	55 to 59	DC
308,300.00	0	NONE		10/26/1956	M	68.9	60 and over	VA
109,275.00	0	NONE		08/14/1999	F	26.1	Under 35	VA
199,772.00	0	NONE		03/11/1979	F	46.6	45 to 49	MD
177,480.00	0	NONE		12/19/1991	M	33.8	Under 35	VA
253,289.00	0	NONE		10/04/1966	F	59.0	55 to 59	MD
186,694.00	0	NONE		07/10/1985	F	40.2	40 to 44	MD
224,372.00	0	NONE		09/23/1957	F	68.0	60 and over	MD
183,928.00	0	NONE		07/02/1981	F	44.3	40 to 44	MD
115,959.00	0	NONE		04/30/1991	M	34.4	Under 35	OH
174,255.00	0	NONE		01/31/1991	M	34.7	Under 35	DC
194,471.00	0	NONE		09/17/1983	M	42.0	40 to 44	DC
249,384.00	0	NONE		08/16/1967	M	58.1	55 to 59	VA
226,288.00	0	NONE		08/11/1966	M	59.1	55 to 59	DC
257,083.00	0	NONE		11/25/1974	M	50.9	50 to 54	KY
229,032.00	0	NONE		10/21/1980	M	45.0	45 to 49	MD
249,384.00	0	NONE		01/16/1980	M	45.7	45 to 49	VA
196,562.00	0	NONE		06/20/1983	M	42.3	40 to 44	VA
236,283.00	0	NONE		03/04/1971	M	54.6	50 to 54	DC
204,924.00	0	NONE		05/21/1968	F	57.4	55 to 59	VA
278,661.00	0	NONE		01/23/1980	M	45.7	45 to 49	NY
201,252.00	0	NONE		02/11/1980	M	45.6	45 to 49	CA
249,384.00	0	NONE		05/17/1956	M	69.4	60 and over	MD
110,581.00	0	NONE		11/09/1998	M	26.9	Under 35	DC
177,919.00	0	NONE		11/30/1990	M	34.8	Under 35	DC
297,442.00	0	NONE		05/17/1971	F	54.4	50 to 54	DC
189,025.00	0	NONE		05/05/1975	F	50.4	50 to 54	VA
155,034.00	0	NONE		03/22/1962	M	63.5	60 and over	MD
219,355.00	0	NONE		03/29/1968	F	57.5	55 to 59	MD
292,019.00	0	NONE		08/30/1985	M	40.1	40 to 44	DC
273,021.00	0	NONE		09/07/1979	M	46.1	45 to 49	MD
249,384.00	0	NONE		10/16/1975	F	50.0	50 to 54	MD
308,300.00	0	NONE		02/07/1976	M	49.7	45 to 49	MD
216,206.00	0	NONE		12/10/1972	M	52.8	50 to 54	CO
168,870.00	0	NONE		10/06/1982	F	43.0	40 to 44	CA
135,984.00	0	NONE		01/07/1993	M	32.7	Under 35	DC
249,384.00	0	NONE		04/21/1982	M	43.5	40 to 44	VA
251,465.00	0	NONE		10/14/1986	M	39.0	35 to 39	NY
190,441.00	0	NONE		12/11/1976	F	48.8	45 to 49	MD
219,740.00	0	NONE		03/07/1980	M	45.6	45 to 49	VA
172,880.00	0	NONE		07/22/1979	F	46.2	45 to 49	TX
186,950.00	0	NONE		05/19/1970	M	55.4	55 to 59	WI
257,350.00	0	NONE		10/22/1960	F	65.0	60 and over	MD
214,855.00	0	NONE		07/27/1961	F	64.2	60 and over	MD

File details come from the government source that posted it. Updated Oct 21, 2025.