29-Attachment 2 - Group Claim Experience Report January 1, 2021 - June 30, 2025 Updated.pdf

726 KB Posted

Attached to
Group Long Term Disability Insurance
Solicitation number
GEN2129113P1
Issued by
Broward County, Florida

About this file

Written by GovTribe AI ·

This document is a Group Claim Experience report for the Broward County Board of County Commissioners covering Long Term Disability (LTD) insurance claims from January 1, 2021 through June 30, 2025, prepared by Standard Insurance Company. The detailed spreadsheet tracks individual disability claims, including comprehensive claim data such as claim number, gender, coverage type, product, birth date, incurred date, approved date, term date, pending benefits, paid benefits for the period, paid benefits for the specific claim, and beginning and ending reserves for each claim.

The report categorizes claims across multiple benefit types, including Long Term Disability (LT), Special Benefit (SB), and Vendor Expense Benefit, with claims spanning from 2000 to 2025. Each entry provides granular financial information showing the progression of individual claims, including total benefits paid, reserve amounts, and claim status. The document appears to be an internal tracking mechanism for disability insurance claims, with strict confidentiality warnings indicating that the information is proprietary and should only be accessed by personnel with legitimate business reasons. The data suggests ongoing management of disability claims across various ages, genders, and claim periods, with significant variation in benefit amounts and claim durations.

View the file

Other files

File Type Posted
18-Volume of Previous Payments Attestation - RFP-RFQ-RLI.docx DOCX document
22-Pricing Worksheet, GEN2129113P1, Group Long Term Disability Insurance.xlsx XLSX spreadsheet
12-Vendor Reference Verification, GEN2129113P1, Group Long Term Disability Insurance.docx DOCX document
25-Instructions to Vendors, GEN2129113P1, Group Long Term Disability Insurance.pdf PDF
14-Performance Measures Questionnaire GEN2129113P1 Group Long Term Disability Insurance.docx DOCX document
26-Vendor Questionnaire and Standard Certifications - RFP-RFQ-RLI.docx DOCX document
24-Addenda No. 1, GEN2129113P1, Group Long Term Disability Insurance.pdf PDF
32-Submissions, GEN2129113P1, Group Long Term Disability Insurance.pdf PDF
10-Plan Design Questionnaire, GEN2129113P1 Group Long Term Disability Insurance.docx DOCX document
23-Scope of Services, GEN2129113P1, Group Long Term Disability Insurance.pdf PDF
6-Litigation History —
11-Attachment 3 - Census Report.pdf PDF
1-OESBD - Procurement Preferences SBE-CBE —
5-OESBD Ownership Disclosure —
15-Agreement Exceptions - RFP-RFQ-RLI.docx DOCX document
16-Domestic Partnership Act Certification - RFP-RFQ-RLI.docx DOCX document
7-Subcontractors-Subconsultants-Suppliers Requirement.docx DOCX document
21-ETS Vendor Security Questionnaire, GEN2129113P1, Group Long Term Disability Insurance.xlsx XLSX spreadsheet
27-Addenda No. 2.pdf PDF
19-Foreign Country of Concern Attestation (PII).docx DOCX document
3-Lobbyist Registration Requirement Certification —
4-OESBD Affiliated Entities of the Principals Certification —
30-Group LTD Premium Rate History July 1, 2020 - June 30, 2024.pdf PDF
13-Insurance Requirement, GEN2129113P1, Group Long Term Disability Insurance.pdf PDF
17-Location Certification - RFP-RFQ-RLI.docx DOCX document
20-Criminal History Screening Practices Certification.docx DOCX document
8-Attachment 1 - Claims to Premium Report January 1, 2021 - December 31, 2024.pdf PDF
2-Summary of Vendor Rights for Broward County Competitive Solicitations —
28-Addenda No. 3.pdf PDF
9-Evaluation Criteria, GEN2129113P1 Group Long Term Disability Insurance.pdf PDF
31-619352 Incurred Paid Report January 1, 2021 - June 30, 2025.pdf PDF
Show all 31

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file
Try for free Login

Text version

The file's text, extracted by GovTribe without its formatting.

619352 BROWARD COUNTY BOARD OF COUNTY COMMISSIONERS

Group Claim Experience 1/1/2021 through 6/30/2025

THE INFORMATION IN THESE REPORTS IS CONFIDENTIAL AND PROPRIETARY. THESE REPORTS ARE TO BE ACCESSIBLE ONLY TO THOSE COMPANY

PERSONNEL WHO HAVE A LEGITIMATE BUSINESS REASON TO EXAMINE THE INFORMATION. THESE REPORTS MAY NOT BE REDISCLOSED

WITHOUT THE WRITTEN AUTHORIZATION OF STANDARD INSURANCE COMPANY.

Claim Number Gender Coverage Product Birth Date Incurred Date Approved Date Term Date Pending Benefit Paid This Period

Paid This Claim

Ending Reserve

Beginning Reserve

GH8834 M LTD LT Jul-67 Jun-19 Sep-19 Sep-21 8,533.43 39,906.98 5,433.16

GL2308 F LTD LT Mar-66 May-19 Nov-19 Nov-21 15,206.61 36,027.80 4,299.58

HF8410 F LTD LT Aug-79 Aug-20 Apr-21 Mar-21 7,173.48 7,173.48

JF1817 M LTD LT Apr-72 Mar-22 Oct-22 Aug-22 1,868.40 4,942.29 4,942.29

JK2423 F LTD LT Feb-75 Mar-22 Nov-22 Jan-24 34,080.78 34,080.78

KN1008 M LTD LT Apr-72 Feb-24 Oct-24 Feb-25 3,345.47 27,565.67 27,565.67

FM5286 M LTD LT Mar-59 Nov-17 Feb-18 Mar-24 3,870.97 11,368.66 3,707.00

GY8993 M LTD LT Nov-59 Apr-20 Nov-20 Nov-24 47,351.43 71,958.27 90,805.11

HC0579 F LTD LT Mar-58 Oct-20 Dec-20 Jun-24 31,359.44 31,359.44 44,278.85

HJ2056 F LTD LT Sep-67 Dec-20 Apr-21 Apr-21 4,714.75 2,342.29 2,342.29

HR2192 M LTD LT Dec-69 Mar-21 Sep-21 Mar-22 2,215.09 19,461.12 19,461.12

HY1041 F LTD LT Mar-81 Feb-22 Oct-22 Jul-23 5,612.99 49,410.38 49,410.38

HY5486 F LTD LT Mar-64 Sep-21 Jun-22 Mar-24 1,814.42 50,684.34 50,684.34

JJ8318 F LTD LT Aug-67 Mar-22 Dec-22 1,744.88 26,173.20 26,173.20 22,299.12

JK5759 M LTD LT Jul-66 Oct-22 Dec-22 2,750.70 13,496.35 13,496.35 842.00

JR0634 M LTD LT Dec-69 Feb-23 Jul-23 Sep-24 2,409.35 40,396.85 40,396.85

JV7338 M LTD LT Jun-55 May-23 Aug-23 Feb-25 17,992.68 17,992.68

KA6600 M LTD LT Apr-61 Aug-23 Jan-24 Dec-23 3,157.60 1,350.93 1,350.93

KG4126 F LTD LT Oct-58 Apr-24 May-24 2,013.72 5,287.20 5,287.20 1,269.00

KH1558 F LTD LT Oct-69 Jan-24 Jun-24 Aug-24 4,120.86 19,274.91 19,274.91

KQ2514 F LTD LT Sep-58 May-24 Oct-24 Jan-25 2,607.19 12,279.08 12,279.08

LD9492 F LTD LT May-76 Aug-24 May-25 3,355.85 23,490.95 23,490.95 162,094.13

ET7614 M LTD LT Feb-69 Jun-16 Oct-16 2,165.27 5,400.00 27,304.97 7,873.00 10,720.00

GK0473 F LTD LT Feb-62 Apr-19 Oct-19 Oct-23 2,603.30 10,413.20 52,275.78 68,880.93

GV6928 M LTD LT Jul-62 Mar-20 Jul-20 2,762.12 20,065.08 36,637.80 2,774.00 72,568.37

HH8466 F LTD LT Feb-75 Oct-20 Apr-21 Mar-23 2,451.76 66,197.52 66,197.52

HK8557 F LTD LT Dec-68 Sep-20 Jun-21 Dec-22 20,907.50 20,907.50

HL6548 M LTD LT Apr-60 Jan-21 Jul-21 Jun-23 9,295.09 9,295.09

HN4580 F LTD LT Oct-67 Sep-18 Feb-22 Jul-25 3,417.53 89,289.63 89,289.63 48,355.70

JG9494 M LTD LT May-53 Jun-22 Sep-22 Dec-22 13,673.58 13,673.58

JQ5451 M LTD LT Jun-62 Mar-23 Aug-23 Jul-24 6,000.00 77,000.00 77,000.00

KS0870 F LTD LT Aug-76 Sep-24 Dec-24 2,735.13 16,410.78 16,410.78 93,036.04

VX5067 M LTD LT Feb-56 Mar-15 Sep-15 Feb-21 -6,100.00 51,610.21

FA0518 M LTD LT Oct-63 Apr-17 May-17 Aug-19 2,953.11 -8,859.33 12,449.02

Attachment 2 (Addenda No. 3)

FA5300 M LTD LT Dec-61 Jul-16 May-17 Aug-22 3,913.26 12,594.25 49,935.03 33,394.88

FA7818 M LTD LT Sep-66 Mar-17 Jun-17 2,178.76 117,653.04 209,160.96 134,149.06 74,278.78

GF1588 M LTD LT Dec-70 Feb-19 Jun-19 May-21 22,128.97 99,253.20 253,468.78

GJ3683 M LTD LT Dec-70 Aug-19 Oct-19 2,656.24 26,251.99 47,515.04 48,222.12 116,853.17

HB2473 M LTD LT Dec-63 Dec-19 Feb-21 Mar-22 25,360.16 25,360.16 48,125.00

HS6056 F LTD LT Nov-71 Jan-21 Nov-21 Feb-22 1,710.62 11,870.91 11,870.91

JB2486 M LTD LT Jan-63 Feb-22 May-22 May-23 2,883.56 33,160.94 33,160.94

JP3819 M LTD LT Nov-61 Nov-22 Jun-23 Jul-23 2,988.40 15,497.45 15,497.45

JP8249 F LTD LT Sep-68 Jan-23 Jun-23 Apr-25 38,970.62 38,970.62

KU4981 M LTD LT Apr-82 Jun-24 Dec-24 Dec-24 2,992.55 11,004.80 11,004.80

KX6860 M LTD LT Nov-64 Jan-25 Apr-25 Jul-25 6,000.00 4,591.73 4,591.73 183,993.06

VV3886 M LTD LT Apr-71 Jul-14 Oct-14 Nov-20 2,443.45 1,384.70 179,756.55 7,330.35

FN0090 M LTD LT Sep-57 Aug-17 Mar-18 Sep-18 14,989.44 5,546.04

HE8537 M LTD LT Jan-78 Aug-20 Feb-21 Mar-22 2,441.38 36,665.80 36,665.80

HW3340 F LTD LT Apr-67 Jun-21 Apr-22 Oct-21 1,868.40 2,712.17 2,712.17

VH7078 F LTD LT Apr-60 Feb-09 Sep-09 Jan-18 2,690.04 -199.28 19,236.05

GS7987 F LTD LT Jan-61 Mar-20 Jun-20 Sep-22 38,551.26 51,630.06 4,515.75

FW2132 M LTD LT Apr-70 Jul-18 Oct-18 1,912.80 1,785.99 51,518.79 8,616.00 67,998.43

HL9567 M LTD LT Mar-64 Feb-21 Jul-21 Sep-22 3,583.18 53,572.02 53,572.02

HP0149 F LTD LT Mar-76 Feb-20 Oct-21 1,495.76 73,717.60 73,717.60 54,616.20

HQ2287 F LTD LT Dec-63 May-21 Oct-21 3,484.57 50,557.30 50,557.30 25,788.23

HQ4527 F LTD LT Jul-68 Jun-21 Sep-21 2,192.26 11,546.57 11,546.57 8,479.00

JF8589 M LTD LT Jan-77 Apr-22 Sep-22 Aug-22 3,634.04 90.32 90.32

JH5035 F LTD LT Jun-98 Aug-22 P

JH9574 M LTD LT Oct-59 Apr-22 Dec-22 Jun-24 2,930.27 12,338.10 12,338.10

JW4770 M LTD LT Jan-77 May-23 Sep-23 Jun-24 3,790.78 1,106.45 1,106.45

JZ4700 F LTD LT Oct-70 Aug-23 Dec-23 Mar-24 2,219.24 20,044.84 20,044.84

KD4792 M LTD LT Aug-75 Oct-23 Jul-24 Mar-25 2,421.65 5,225.00 5,225.00

LB3179 M LTD LT May-73 Nov-24 May-25 Apr-25 3,750.29 8,750.55 8,750.55

VQ9304 M LTD LT Aug-56 Jun-12 Oct-12 Jul-21 741.94 62,903.54 589.00

VT6968 F LTD LT Jan-65 Feb-13 Feb-14 2,410.24 120,108.96 307,490.48 106,830.25 8,981.00

VV0815 F LTD LT Feb-58 Feb-14 Sep-14 Feb-23 6,601.34 30,286.21 7,029.88

VX6681 M LTD LT May-58 Jun-15 Sep-15 May-23 2,886.67 15,594.31 2,750.00

VY4417 M LTD LT May-57 Nov-15 Jan-16 May-22 1,638.71 13,285.17 1,707.00

VY6019 F LTD LT Apr-69 Oct-15 Feb-16 2,448.16 29,396.96 123,781.44 72,984.15 106,743.85

VY7593 M LTD LT Jan-65 Oct-15 Mar-16 1,655.61 5,209.19 12,882.33 5,126.46 8,625.21

VH7053 F LTD LT Oct-63 Jul-09 Oct-09 2,408.97 5,400.00 29,837.27 3,708.00 6,960.00

ES5954 M LTD LT Apr-74 Mar-16 Jul-16 1,805.08 12,401.20 23,794.35 55,664.69 36,162.85

GM6863 F LTD LT Jan-76 Aug-19 Dec-19 May-24 1,547.66 5,470.19 27,137.43 47,393.76

GQ5788 F LTD LT Dec-80 Nov-19 Apr-20 Apr-22 323,175.88 357,266.28 161,405.29

JC4316 M LTD LT Dec-72 Mar-22 Jun-22 Oct-22 4,083.31 16,515.64 16,515.64

VN7481 M LTD LT Jun-60 Aug-11 Oct-11 Jun-25 3,424.06 6,262.50 103,468.46 4,581.00

HP3116 F LTD LT Jul-61 Apr-21 Aug-21 Nov-21 1,980.50 6,727.36 6,727.36

HS1810 M LTD LT Nov-59 Sep-21 Dec-21 Jun-22 2,466.29 623.33 623.33

JL1105 M LTD LT Jan-83 Nov-22 Mar-23 Sep-23 2,883.56 20,184.92 20,184.92

JX4275 M LTD LT May-64 Jan-23 Oct-23 Jul-24 3,009.16 37,378.28 37,378.28

KD1722 M LTD LT May-54 Nov-23 Feb-24 Nov-24 900.00 900.00

964658 F LTD LT May-58 Oct-00 Jan-01 May-23 2,819.35 29,737.92 2,710.00

JC9938 F LTD LT Apr-85 Mar-22 Jul-22 Sep-23 1,761.49 26,892.14 26,892.14

VP4116 M LTD LT Nov-65 Feb-12 Apr-12 May-22 1,047.38 18,075.79 125,955.93 71,688.35

JW4366 M LTD LT Aug-64 Oct-23 Jan-24 6,000.00 102,000.00 102,000.00 32,794.72

FA6145 F LTD LT Oct-63 Mar-17 Oct-17 Jun-25 1,873.59 63,357.06 142,047.84 58,216.47

FH0439 F LTD LT Sep-57 Jul-17 Oct-17 Sep-22 19,688.30 63,099.08 16,351.70

HM1059 M LTD LT Aug-64 Feb-21 Jul-21 Jul-21 3,507.40 260.27 260.27

HN3638 M LTD LT Mar-70 Apr-21 Aug-21 Dec-23 2,844.64 75,653.84 75,653.84

HN6094 M LTD LT May-59 Apr-21 Aug-21 Jul-21 2,848.27 70.97 70.97

JD4229 F LTD LT Nov-71 May-22 Aug-22 Aug-24 37,524.30 37,524.30

JD8892 M LTD LT Nov-62 Apr-22 Jul-22 2,194.33 66,465.54 66,465.54 2,747.00

JD8906 M LTD LT Feb-63 Oct-21 Jul-22 Dec-23 24,075.88 24,075.88

JL0676 F LTD LT Nov-65 Aug-22 Jan-23 Jul-23 1,962.86 15,702.88 15,702.88

JL6060 M LTD LT Nov-66 Oct-22 Jan-23 Feb-23 2,395.70 2,241.18 2,241.18

JS5755 F LTD LT Sep-79 Feb-23 Jun-23 Feb-24 2,998.78 26,505.32 26,505.32

JY4099 M LTD LT Nov-66 Oct-23 Nov-23 Jun-24 2,620.95 15,638.42 15,638.42

KM5444 M LTD LT Nov-72 May-24 Sep-24 Aug-24 3,345.47 32.26 32.26

KM6455 M LTD LT Jun-94 Feb-24 Oct-24 Dec-24 3,525.05 22,385.83 22,385.83

KN4754 M LTD LT Apr-65 Mar-24 Oct-24 Apr-25 3,156.56 13,264.82 13,264.82

KP1679 F LTD LT Apr-85 May-24 Sep-24 2,421.65 24,216.50 24,216.50 70,314.13

KT2768 M LTD LT Oct-89 Feb-24 Apr-25 Jul-24 2,877.34 232.26 232.26

KV4954 M LTD LT Dec-55 Jun-24 Jan-25 2,010.61 12,872.80 12,872.80 4,456.79

273006 M LTD LT Sep-57 Nov-96 Apr-97 Sep-22 6,729.52 95,876.61 5,307.79

VJ8346 F LTD LT Sep-66 Aug-09 Aug-10 Nov-21 2,087.24 1,006.67 14,406.67 8,870.00

VL0202 F LTD LT Jan-71 Aug-10 Dec-10 2,617.28 52,665.12 163,205.53 89,433.18 115,677.96

VJ9685 F LTD LT Apr-56 Apr-10 Sep-10 Apr-21 538.56 22,176.34 874.56

VG6723 M LTD LT Nov-62 Sep-08 Aug-09 May-25 1,698.41 5,250.00 24,806.37 6,104.00

KG1653 M LTD LT Jan-68 Sep-23 May-24 Jan-25 2,692.57 4,306.60 4,306.60

VF4211 M LTD LT Jul-59 Dec-07 Apr-09 Jul-24 4,319.35 20,834.88 3,664.00

VG9161 M LTD LT Oct-58 Feb-09 Jul-09 Oct-23 12,177.73 68,863.12 9,807.99

VT8505 F LTD LT Jan-58 Aug-13 Dec-13 Jan-23 2,377.42 14,793.22 2,799.00

VI8173 M LTD LT Sep-56 Oct-09 Mar-10 Sep-21 813.33 17,589.68 587.00

JF0541 M LTD LT Sep-75 May-22 Aug-22 Jul-24 44,962.11 44,962.11

JV5601 M LTD LT Jun-63 Oct-22 Nov-23 4,100.10 82,403.33 82,403.33 68,190.98

VG6740 F LTD LT May-74 Dec-08 Apr-09 Nov-24 1,178.91 6,723.50 24,142.95 21,590.30

VH6280 F LTD LT Dec-61 Jul-09 Nov-09 2,325.01 5,400.00 21,996.50 1,704.00 5,447.00

59152 M LTD LT Sep-59 Mar-03 Mar-04 Sep-24 4,400.00 25,500.00 3,635.00

LONG TERM DISABILITY

LC3983 F LTD SB Sep-58 May-24 Feb-25 Jan-25 1,000.00 1,000.00

LG0688 M LTD SB Nov-62 Sep-08 May-25 Apr-25 5,095.23 5,095.23

HU1399 F LTD SB Sep-66 Aug-09 Nov-21 Nov-21 6,261.72 6,261.72

KM7629 M LTD SB Jun-62 Mar-23 Aug-24 Jul-24 1,000.00 1,000.00

HF6712 M LTD SB Apr-71 Jul-14 Jan-21 Nov-20 7,330.35 7,330.35

HN9967 M LTD SB Oct-63 Apr-17 Jul-21 Aug-19 8,859.33 8,859.33

JE0117 M LTD SB Nov-59 Sep-21 Jul-22 Jun-22 1,000.00 1,000.00

SURVIVOR BENEFIT

JS8734 M LTD L6 Mar-70 Mar-21 Jun-23 Mar-21 1,029.00 1,029.00

VENDOR EXPENSE BENEFIT

LTD

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