5-07. N267524AN - Exhibit 3.pdf

This is an employee benefits enrollment exhibit prepared for a Florida school board's Benefits Consulting and Actuarial Services contract opportunity, detailing active and retiree enrollment data as of April 1, 2026. The document provides comprehensive enrollment statistics across multiple benefit plans, including medical coverage under Plans 9520 and 7419, health savings accounts, health and dependent care flexible spending accounts, dental, vision, accident, cancer, critical illness, short-term disability, long-term disability, and legal services. Active employee enrollment totals 10,162 for medical benefits, with additional enrollments distributed across dental (8,711), vision (7,615), accident (3,411), critical illness (2,338), short-term disability (3,186), long-term disability (2,972), and legal services (1,716). Retiree and disabled retiree enrollment data are segmented by age categories, including those 65 and older, those turning 65 in 2027, and those aged 43 to 63, with separate enrollment figures for medical, dental, vision, and critical illness benefits. Electronic proposals for Benefits Consulting and Actuarial Services must be submitted to the School Board's Procurement Services Department via the Euna Procurement Platform no later than 2:00 PM EST on May 21, 2026, with late submissions not accepted.

The enrollment data presented reflects the current benefit plan landscape and participant demographics necessary for actuarial analysis and consulting recommendations. The exhibits demonstrate significant enrollment across multiple benefit categories, indicating complex benefit administration and substantial financial exposure requiring professional actuarial and consulting services. No pricing terms, set-asides, incumbent information, or specific funding amounts are detailed in this enrollment exhibit, as it serves primarily as background data for proposers to understand the scope and scale of the benefits program requiring consulting services.