21-Exhibit I Retirees 2026 Census.xlsx

XLSX spreadsheet 405 KB Posted

Attached to
District Wide Employee Benefit Services.
Solicitation number
RFP 099-2026
Issued by
St. Louis County, Missouri

About this file

This is a census data exhibit file for the Saint Louis Public School (SLPS) District's District Wide Employee Benefit Services contract opportunity in Missouri. The file, titled "21-Exhibit I Retirees 2026 Census.xlsx," contains actuarial and demographic information on retired employees projected for 2026. This exhibit serves as supporting documentation for the RFP, which seeks qualified firms to provide comprehensive benefit plans for both active and retired employees, including medical and prescription drug coverage, employee assistance plans, wellness programs, dental and vision plans, life insurance, accidental death and dismemberment coverage, voluntary life insurance, long-term disability, and short-term disability. The census data is essential for prospective bidders to understand the scope and scale of the retiree population they would be serving under any awarded contract.

The retiree census data contained in this exhibit enables bidders to evaluate the costs and feasibility of providing benefits to SLPS's retired employee population as of 2026. This demographic and actuarial information is critical for pricing submissions and risk assessments, as bidders must account for the number, age distribution, and benefit utilization patterns of retirees when developing their proposals and cost estimates for the district's consideration.

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Instructions

EMPLOYEE BENEFITS CENSUS REQUEST

Grafana Labs
Renewal Date:1/1/26
Template Guidelines
1. Please complete the Census tab for all Active, Eligible employees, Retirees and COBRA participants.
2. Do not delete, hide or change the order of columns or workbook sheets.
3. Do not rename column headers.
4. Copying and pasting is allowed, but please be sure to Paste Special as Values.
5. DO NOT PASTE OVER OR CHANGE THE AGE COLUMN.
6. Do not Freeze Panes.
7. Do not use formulas in any columns.
8. Use the KEY tab to determine the acceptable value for fields which have an array of responses. DO NOT CHANGE KEY VALUES.
9. Please remember to password protect this file before returning it to USI. Reach out to your USI contact if you require any assistance with password protection.

The columns/fields and allowable values/entries included in the Census tab are listed below.

Census tab Column/FieldCensus tab Column/Field DefinitionSample Data
Employee IDRequired; alpha numeric. Please repeat the Employee ID for each dependent.156a8e61f
Employee Last NameRequired if Employee ID is not populated; text. Please repeat the Employee Last Name for each dependent.Doe
Employee First NameRequired if Employee Last Name is populated; text. Please repeat the Employee First Name for each dependent.Jane
Employee Middle InitialOptional; text. If provided, please repeat the Employee Middle Initial for each dependent.J
Employee StatusRequired, only populate for Employee; see KEY tab for list of acceptable valuesActive
Member TypeRequired for all rows; see KEY tab for list of acceptable valuesEmployee
Dependent Last NameRequired if Dependent First Name is populated; textDoe
Dependent First NameRequired if Dependent Last Name is populated; textJohn
Dependent Middle InitialOptional for all rows; textM
COBRA DateRequired, only populate for Employee if Employee Status = COBRA; date1/1/2020
DOBRequired for all rows; date1/1/1970
Age (DO NOT CHANGE)Do not change; formula used as a "double-check" for date of birth.51
Physical Sex Assigned at BirthRequired for all rows; acceptable values: M or FF
Full Time/ Part TimeOptional, only populate for Employee; acceptable values: F or PF
DOHOptional, only populate for Employee; date1/1/2020
Residence StateRequired, only populate for Employee; 2-digit USPS State AbbreviationCA
Residence Zip CodeRequired, only populate for Employee; 5-digit or 9-digit USPS Zip Code90731
Occupation/ Job TitleRequired if Life and/or Disability coverages included, only populate for Employee; textAdministrator
Annual Base SalaryRequired if Life and/or Disability coverages included, only populate for Employee; dollar amount75000
Annual BonusesOptional, only populate for Employee; dollar amount20000
Annual CommissionsOptional, only populate for Employee; dollar amount20000
Medical Enrollment TierRequired, only populate for Employee; see KEY tab for list of acceptable valuesESC
Medical PlanRequired for all rows; see KEY tab for list of acceptable valuesMedical 1
Dental Enrollment TierRequired, only populate for Employee; see KEY tab for list of acceptable valuesESC
Dental PlanRequired for all rows; see KEY tab for list of acceptable valuesDental 1
Vision Enrollment TierRequired, only populate for Employee; see KEY tab for list of acceptable valuesESC
Vision PlanRequired for all rows; see KEY tab for list of acceptable valuesVision 1
Life ClassRequired for all rows; see KEY tab for list of acceptable valuesClass II
V Life Ee Election AmountRequired, if applicable; dollar amount100000
V Life Sp Election AmountRequired, if applicable; dollar amount15000
V Life ChRequired; acceptable values: Y or NY
LTD ClassRequired for all rows; see KEY tab for list of acceptable valuesClass 1
STD ClassRequired for all rows; see KEY tab for list of acceptable valuesClass III

&"Calibri,Bold"&10CONFIDENTIAL AND PROPRIETARY - © 2022 USI Insurance Services. All rights reserved.

&"Calibri,Bold"&10 SBS Creatix, LLC &"Calibri,Bold"&10 SBS Creatix 2023 Census &"Calibri,Bold"&10Request Census: 6/9/2023

KEY

EMPLOYEE BENEFITS CENSUS REQUEST
Grafana Labs
Renewal Date :1/1/26
Please use one of the following:Employee Status
5e5a9af3-c331-49e7-60f9-08db678abf3fActive
3488387Active - LOA
JSON v1.0COBRA
Template v1.0Retiree
Please use one of the following:Member Type
5e5a9af3-c331-49e7-60f9-08db678abf3fEmployee
3488387Spouse/Partner
JSON v1.0Child
Please use the abbreviation:Enrollment TiersAbbreviation
EmployeeE
Employee + SpouseES
Employee + PartnerEP
Employee + Child(ren)EC
Employee + Spouse + Child(ren)ESC
Employee + Partner + Child(ren)EPC
Coverage ElsewhereCE
Not EligibleNE
PendingP
WaivedW
Please use the Plan/Class Description or the Plan/Class Alias:Plan / Class DescriptionPlan / Class AliasPlan TypePolicy #Carrier
Medical PPOPPOMedical PPO936726, 1700428UHC
Medical HSAHSAMedical PPO936726, 1700428UHC
Medical Surest Co-PaySurestMedical PPO936726, 1700428UHC Surest
Dental PPO BaseBase PlanDental PPO00027159, 00895320, 00897205, 250722-044609Guardian
Dental PPO PremiumBuy-Up PlanDental PPO00027159, 00895320, 00897205, 250722-044609
VisionVisionVision00027159, 00895320, 00897205, 250722-044609Guardian
Group LifeGroup LifeLife and AD&D00027159, 00895320, 00897205, 250722-044609Guardian
Vol LifeVol LifeVoluntary Life00027159, 00895320, 00897205, 250722-044609Guardian
Short Term Disability (STD)Short Term Disability (STD)Short Term Disability (STD)00027159, 00895320, 00897205, 250722-044609Guardian
Long Term Disability (LTD)Long Term Disability (LTD)Long Term Disability (LTD)00027159, 00895320, 00897205, 250722-044609Guardian
Note: If Member is not eligible for Plan / Class, please enter Not Eligible in Plan / Class column field on Census tab.

&"Calibri,Bold"&10CONFIDENTIAL AND PROPRIETARY - © 2022 USI Insurance Services. All rights reserved.

&"Calibri,Bold"&10 SBS Creatix, LLC &"Calibri,Bold"&10 SBS Creatix 2023 Census &"Calibri,Bold"&10Request Census: 6/9/2023

Census

COBRA DateDOBAge (DO NOT CHANGE)Physical Sex Assigned at BirthFull Time/ Part TimeDOHResidence StateResidence Zip CodeMedical Enrollment TierMedical Plan (PPO/Surest/HSA)
3/1/20227/14/196162FMO63119RETIREEUBU016
12/30/3587FMO63130RETIREEUBA001
3/10/5172FMO63021RETIREEUBA001
5/30/4578FMO63115RETIREEUBA001
4/25/3687FMO63121RETIREEUBA001
5/2/4281FMO63121RETIREEUBA001
3/2/4380FMO63112RETIREEUBA001
2/24/3093MMO63123RETIREEUBA001
4/11/3390FMO63123RETIREEUBA001
6/9/3489FMO63137RETIREEUBA001
6/29/6162FMO63136RETIREEUBA001
11/21/4083FMO63033RETIREEUBA001
10/15/4479FMO63104RETIREEUBA001
2/8/3390FMO63117RETIREEUBA001
7/4/3984FMO63033RETIREEUBA001
8/5/3786FMO63130RETIREEUBA001
12/22/4082MMO63147RETIREEUBA001
5/10/3489FMO63136RETIREEUBA001
12/4/3983FTX76301RETIREEUBA001
4/30/5172FMO63109RETIREEUBA001
10/23/4083FMO63107RETIREEUBA001
1/10/3687MMO63107RETIREEUBA001
5/26/3093FMO63367RETIREEUBA001
5/21/3786FMO63034RETIREEUBA001
9/10/4875FMO63103RETIREEUBA001
11/28/3786FMO63130RETIREEUBA001
7/8/4776FMO63119RETIREEUBA001
1/23/3588FMO63136RETIREEUBA001
7/21/4281FMO63033RETIREEUBA001
5/4/3786FMO63121RETIREEUBA001
1/3/3192FMO63132RETIREEUBA001
11/10/2895FMO63119RETIREEUBA001
10/20/4083FMO63017RETIREEUBA001
7/6/4578FMO63144RETIREEUBA001
10/24/4875FMO63107RETIREEUBA001
6/24/5568FMO63130RETIREEUBA001
8/26/5172FMO63109RETIREEUBA001
10/22/4380MMO63136RETIREEUBA001
3/15/3489MMO63379RETIREEUBA001
12/23/4478MMO63119RETIREEUBA001
3/10/4182FIL62002RETIREEUBA001
1/31/4875FMO63132RETIREEUBA001
4/18/3984FMO63114RETIREEUBA001
11/19/5370FMO63115RETIREEUBA001
4/6/3192FMO63108RETIREEUBA001
10/6/3093FMO63130RETIREEUBA001
8/11/3687FTX77084RETIREEUBA001
3/27/3588MMO63128RETIREEUBA001
9/23/4281MMO63121RETIREEUBA001
7/8/2796FMO63112RETIREEUBA001
8/23/4083FMO63040RETIREEUBA001
3/14/3984MMO63129RETIREEUBA001
7/30/4974FMO63112RETIREEUBA001
9/27/3687MMO63113RETIREEUBA001
6/11/4776FMO63137RETIREEUBA001
8/11/3489FMO63136RETIREEUBA001
6/14/3093FMO63117RETIREEUBA001
6/29/4380FMO63122RETIREEUBA001
10/21/5073FMO63044RETIREEUBA001
2/4/4974FMO63112RETIREEUBA001
4/21/5667FMO63108RETIREEUBA001
1/29/3984MMO63104RETIREEUBA001
11/16/6162FMO63110RETIREEUBA002
10/3/6162FMO63033RETIREEUBA002
9/3/6459FMO63143RETIREEUBA002
7/1/6162MMO63130RETIREEUBA002
11/28/6162FMO63033RETIREEUBA002
12/18/6161FMO63017RETIREEUBA002
1/12/6261FMO63130RETIREEUBA002
11/2/7053FMO63132RETIREEUBA002
6/24/6162MMO63110RETIREEUBA002
8/28/5964FMO63114RETIREEUBA002
4/14/6162FMO63125RETIREEUBA002
6/7/6162MIL62207RETIREEUBA002
7/18/6657MMO63020RETIREEUBA002
12/3/6953FMO63011RETIREEUBA002
9/7/6162FMO63034RETIREEUBA002
7/7/6162FMO63301RETIREEUBA002
10/7/6459FIL62221RETIREEUBA002
5/31/6360MNV89121RETIREEUBA002
9/3/6558MIL62221RETIREEUBA002
6/19/4479MMO63011RETIREEUBA002
10/21/4875FMO63146RETIREE + SPOUSEUBA003
2/13/4974M
8/19/4677MTX75570RETIREE + SPOUSEUBA003
3/16/4677F
6/17/6459FIL62208RETIREE + SPOUSEUBA004
3/20/6261M
9/15/4281MMO63136RETIREE + FAMUBA012
12/17/04F
11/14/03F
7/20/12M
8/30/3885FMO63115RETIREEUBA015
8/9/3786MMO63121RETIREEUBA015
7/11/3984FMO65049RETIREEUBA015
11/2/6063FMO63119RETIREEUBU001
10/2/5172FMO63130RETIREEUBU001
7/18/5370FMO63137RETIREEUBU001
10/4/4083FMO63147RETIREEUBU001
8/21/4677FMO63147RETIREEUBU001
12/2/3884FMO63033RETIREEUBU001
12/31/4874FMO63130RETIREEUBU001
12/5/4874FMO63115RETIREEUBU001
10/11/4875FIN46033RETIREEUBU001
9/13/5271FMO63113RETIREEUBU001
10/21/4380FMO63043RETIREEUBU001
3/13/5964FMO63043RETIREEUBU001
4/3/5568FMO63130RETIREEUBU001
10/24/5172MMO63111RETIREEUBU001
10/11/5370MMO63116RETIREEUBU001
3/3/4776FMN55436RETIREEUBU001
8/27/3489FMD21701RETIREEUBU001
4/23/5766FMO63121RETIREEUBU001
1/30/4776FMO63121RETIREEUBU001
4/16/4776FMO63021RETIREEUBU001
2/28/5271MMO63116RETIREEUBU001
1/15/4281FMO63130RETIREEUBU001
5/25/4380FMO63017RETIREEUBU001
2/18/5271FMO63121RETIREEUBU001
10/18/4281FMO63123RETIREEUBU001
3/25/4479FMO63130RETIREEUBU001
6/22/5667FMO63118RETIREEUBU001
10/13/4776MMO63139RETIREEUBU001
9/21/4281MSC29464RETIREEUBU001
8/14/4182FTX75024RETIREEUBU001
12/15/4874FFL33417RETIREEUBU001
7/5/4578FMO63132RETIREEUBU001
5/2/4281FMO63043RETIREEUBU001
6/4/4578FMO63124RETIREEUBU001
8/26/4776MMO63112RETIREEUBU001
2/23/4776FMO63122RETIREEUBU001
2/24/4380FFL33321RETIREEUBU001
1/2/4578FMO63115RETIREEUBU001
11/9/4974FMO63137RETIREEUBU001
3/22/5073FMO63112RETIREEUBU001
12/10/4874FMO63139RETIREEUBU001
7/3/5568FMO63119RETIREEUBU001
7/21/4380FMO63051RETIREEUBU001
1/16/4578MMO63124RETIREEUBU001
10/8/4281FMO63125RETIREEUBU001
8/2/5073FMO63129RETIREEUBU001
12/9/4874FMO63126RETIREEUBU001
6/3/5865FIL62203RETIREEUBU001
2/19/4677FMO63103RETIREEUBU001
12/18/3785FMO63119RETIREEUBU001
2/20/3984MMO63034RETIREEUBU001
5/6/6162MMO63116RETIREEUBU001
12/23/4280FMO63303RETIREEUBU001
5/25/6360MMO63028RETIREEUBU001
12/4/4577FMO63366RETIREEUBU001
4/8/4677FNC28443RETIREEUBU001
9/17/3984FMO63104RETIREEUBU001
1/27/5865FMO63139RETIREEUBU001
12/3/4478FMO63119RETIREEUBU001
10/25/4578FMO63112RETIREEUBU001
6/2/3291FMO63103RETIREEUBU001
5/20/4578MAL35802RETIREEUBU001
12/24/5072FIL62226RETIREEUBU001
9/24/4578FMO63121RETIREEUBU001
9/14/4380FMO63137RETIREEUBU001
4/18/3885FVA20124RETIREEUBU001
1/31/4776FMO63130RETIREEUBU001
8/5/4677FIL62239RETIREEUBU001
2/2/4875FTN38261RETIREEUBU001
4/25/6162FMO63146RETIREEUBU002
5/17/6360FMI49127RETIREEUBU002
8/4/5865FIL62269RETIREEUBU002
9/19/6459FMO63112RETIREEUBU002
10/11/6261FCO80217RETIREEUBU002
1/2/6261FMO63130RETIREEUBU002
9/11/5766FMO63033RETIREEUBU002
8/3/6261FMO63123RETIREEUBU002
11/25/6162FMO63123RETIREEUBU002
4/2/6459FMO63109RETIREEUBU002
11/10/7251FMO63033RETIREEUBU002
8/13/6261FMO63121RETIREEUBU002
9/15/4974FIL62236RETIREE + SPOUSEUBU003
12/5/5567
6/12/5766MMO63130RETIREE + FAMUBU012
11/16/0518F
11/12/0716F
12/15/0913M
5/3/4776MMO63128RETIREEUBU015
5/15/4281FMO63347RETIREEUBU015
11/16/4182FMI49548RETIREEUBA001
11/8/4479MMO63122RETIREEUBA001
12/21/3488FMA02664RETIREEUBA001
9/5/6162FMO63128RETIREEUBA002
5/22/6162FMO63130RETIREEUBA002
7/6/6162FMO63123RETIREEUBA002
12/26/6161FMO63130RETIREEUBA005
12/8/5963MMO63129RETIREEUBA002
1/2/6261
4/1/2697FMO63116RETIREEUBA015
5/24/6360FMO63025RETIREE + FAMILYUBA019
9/30/9132
9/12/6360
2/5/3588FRETIREEUBU001
8/25/6162FIL62281RETIREEUBU002
11/29/6558FMO63031RETIREEUBU002
6/18/6360MMO63105RETIREEUBU002
11/20/6162FMO63017RETIREEUBU002
11/28/6162FMO63116RETIREE + FAMILYUBU006
4/2/6162

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