40-G3 - Collected Premium Drilldown (8).xlsx

This file is a Collected Premium Drilldown report for the City of Burleson containing monthly premium and enrollment data spanning from May 2021 through June 2026. The document tracks various ancillary insurance benefit products offered to City of Burleson employees, including Basic Dependent Life, Basic Employee Accidental Death & Dismemberment (AD&D), Basic Employee Life, Long-Term Disability (LTD), Short-Term Disability (STD), Supplemental Dependent AD&D, Supplemental Dependent Life, Supplemental Employee AD&D, and Supplemental Employee Life. Each product category displays three data columns for each month: Lives (number of covered individuals), Volume (total benefit amounts), and Paid Premium (monthly premium collected). The data indicates enrollment fluctuations and premium variations across the nearly five-year tracking period, with some products showing relatively stable enrollment while others demonstrate significant changes in participant numbers and associated premium collections.

The report reflects actual claims and premium collection activity for the City of Burleson's voluntary and basic ancillary insurance programs. Premium amounts vary considerably across product lines and time periods, ranging from minimal premiums for dependent life products (often under $1,000 monthly) to substantial premiums for employee life and disability products (frequently exceeding $20,000 monthly). The data shows enrollment trends that suggest plan modifications, potential changes in employee participation rates, or adjustments to benefit structures, particularly notable in the transition periods between 2021 and 2022. This information serves as the baseline data for evaluating the City of Burleson's ancillary insurance benefit costs and utilization patterns in support of the Texas jurisdiction's broader contract opportunity for Life, Disability, EAP, HSA/FSA/HRA, COBRA administration, and voluntary worksite products administration.