7-Exhibit B-2 - 24-25 Monthly Claims Report.pdf
PDF 236 KB Posted
- Attached to
- 27-002V Stop Loss Insurance
- Solicitation number
- 27-002V
- Issued by
- Savannah CDP, Texas
About this file
This is a Self-Funded Monthly Claims Report for Schertz-Cibolo-Universal City Independent School District (Customer Number 237586) related to a stop loss insurance solicitation in Texas. The report documents customer-funded health insurance claims across two product lines—Open Access EPO and Open Access POS—for the twelve-month period from September 2024 through August 2025. The EPO plan covered an average of approximately 1,086 employees monthly, while the POS plan covered approximately 105 employees monthly. No individual stop loss claims or aggregate stop loss claims were recorded during this period, indicating that claims remained below the applicable stop loss thresholds.
The total customer-funded claims across both products for the reporting period amounted to $5,833,632.64, with EPO claims comprising $4,913,165.53 and POS claims comprising $920,467.11. Monthly claims fluctuated throughout the period, ranging from a low of $51,336.88 in September 2024 to a high of $793,319.56 in July 2025 for the EPO product. The absence of stop loss claims in either category suggests that the district's claims experience remained stable and predictable throughout the contract year. This claims data serves as historical documentation supporting the district's stop loss insurance procurement process managed by Foundation Risk Partners, d/b/a Corporate Synergies, as the district's consultant.
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September - 24 Through August - 25
Product Month *(1) Estimated
Employees *(2) Customer Funded Claims
*(3) Individual Stop Loss Claims
*(4) Aggregate Stop Loss Claims
Total Claims
Open Acc EPO 09/01/2024 1,086 $51,336.88 $0.00 $0.00 $51,336.88
10/01/2024 1,093 $269,253.96 $0.00 $0.00 $269,253.96
11/01/2024 1,096 $265,137.16 $0.00 $0.00 $265,137.16
12/01/2024 1,098 $417,446.37 $0.00 $0.00 $417,446.37
01/01/2025 1,086 $350,431.37 $0.00 $0.00 $350,431.37
02/01/2025 1,082 $298,217.74 $0.00 $0.00 $298,217.74
03/01/2025 1,085 $380,816.37 $0.00 $0.00 $380,816.37
04/01/2025 1,087 $477,313.44 $0.00 $0.00 $477,313.44
05/01/2025 1,083 $356,687.21 $0.00 $0.00 $356,687.21
06/01/2025 1,082 $596,331.64 $0.00 $0.00 $596,331.64
07/01/2025 1,079 $793,319.56 $0.00 $0.00 $793,319.56
08/01/2025 1,079 $656,873.83 $0.00 $0.00 $656,873.83
Open Acc EPO Total 13,036 $4,913,165.53 $0.00 $0.00 $4,913,165.53
Open Acc POS 09/01/2024 108 $16,579.53 $0.00 $0.00 $16,579.53
10/01/2024 108 $48,033.36 $0.00 $0.00 $48,033.36
11/01/2024 108 $70,115.00 $0.00 $0.00 $70,115.00
12/01/2024 108 $65,190.28 $0.00 $0.00 $65,190.28
01/01/2025 105 $73,161.88 $0.00 $0.00 $73,161.88
02/01/2025 105 $82,297.26 $0.00 $0.00 $82,297.26
03/01/2025 105 $60,045.74 $0.00 $0.00 $60,045.74
04/01/2025 105 $119,616.66 $0.00 $0.00 $119,616.66
05/01/2025 103 $104,337.66 $0.00 $0.00 $104,337.66
06/01/2025 103 $100,887.02 $0.00 $0.00 $100,887.02
07/01/2025 102 $115,892.17 $0.00 $0.00 $115,892.17
08/01/2025 102 $64,310.55 $0.00 $0.00 $64,310.55
Open Acc POS Total 1,262 $920,467.11 $0.00 $0.00 $920,467.11
Grand Total $5,833,632.64 $0.00 $0.00 $5,833,632.64
SELF FUNDED MONTHLY CLAIMS REPORT
SCHERTZ-CIBOLO-UNIVERSAL CITY INDEPENDENT SCHOOL DISTRICT
Customer Number 237586
(1) Due to timing, current month lives are NOT available and therefore the prior month's lives are used for both months. Estimated Employee counts are unedited and exclude retroactive changes.
Audited counts will be used for accounting results.
(2) If applicable, claims displayed include charges for the National Advantage Program, Value-Based Pricing and/or specific buy-up program fees/ad hoc service charges that are billed through the claim wire. The monthly Claim Detail Report is available to identify specific claim wire billed fees/charges.
(3) Stop Loss claim values (including 0.00) display only if applicable. Absence of values in a Stop Loss column indicates that arrangement is not in effect.
(4) Stop Loss claims may be greater than displayed if subject to a year end reconciliation.
(5) If applicable, Rx Rebate dollars are excluded in the pharmacy claims and, as such, this data will not match the monthly Claim Detail Reports or Fund Summary Reports.
EXHIBIT B-2: 2024-2025
File details come from the government source that posted it. Updated .