9-Exhibit B-7 - 2026 Reimbursement Report.pdf
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- Attached to
- 27-002V Stop Loss Insurance
- Solicitation number
- 27-002V
- Issued by
- Savannah CDP, Texas
About this file
This is a 2026 Reimbursement Report document related to the Schertz-Cibolo-Universal City ISD's stop loss insurance procurement in Texas, facilitated by Foundation Risk Partners, d/b/a Corporate Synergies as the District's consultant. The report appears to be part of Exhibit B supporting the solicitation for stop loss insurance coverage from insurance companies licensed in Texas. Stop loss insurance provides protection against catastrophic or high-cost claims that exceed specified thresholds, helping the District manage financial risk associated with employee health benefits. The document serves as a component of the proposal evaluation materials and contract documentation for the 27-002V Stop Loss Insurance solicitation.
The reimbursement report functions as a financial tracking and claims documentation tool for the stop loss insurance program, detailing projected or actual reimbursements for the 2026 contract year. This exhibit supports the District's evaluation of insurance carrier proposals by providing transparency regarding expected claims reimbursement patterns and cost structures under the stop loss coverage arrangement. The report enables the District and its consultant to assess pricing terms, claims experience, and financial performance metrics that inform the selection and negotiation process with qualified insurance carriers responding to this solicitation.
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Text version
Group Reimbursement Report Schertz Cibolo Universal City ISD Policy Dates to
Specific Contract: Incurred Date Range: to Gapless: Paid Date Range: to
Spec Deductible:
Agg Specific Deductible:
Covered Benefits:
Domestic Reimbursement:
**Grayed out totals listed below indicate no changes in YTD from prior filing
-$ -$ 269,570.40$ 19,651.01$ 59,010.01$ Reported totals 249,919.39$
269,570.40$ 200,000.00$ 69,570.40$ applied to RCR OP -$ (6,164.37)$ 206,164.37$ applied to RCR OP
Supp May 223,600.97$ 13,349.39$ 236,950.36$ 30,785.99$ 6/24/2026 26,389.97$
Reported totals
Shonda Mowrer Self Initial April 195,985.24$ 10,179.13$ 206,164.37$ $ 200,000.00 6,164.37$ 5/28/2026 -$ 6/15/2026 -$
-$ 4,543.92$ (50,190.71)$ 250,190.71$ 50,190.71 applied to RCR OP, 4,543.92 withheld for charges prior to effective date
290,811.31$ 137.56$ 290,948.87$ 200,000.00$ 90,948.87$ 3,970.11$
3,970.11$ 6/24/2026
7/11/2026Supp May 262,742.76$
137,611.88$
262,742.76$ 12,482.15$ 6/24/2026 12,482.15$
254,160.82$ 3,970.11$ 7/17/2026 -$ 6/16/2026Elizabeth Dickson Gregory/Spouse Initial April 254,605.00$ 129.63$ 254,734.63$ $ 200,000.00 54,734.63$ 5/29/2026
258,575.11$ 129.63$
Supp May 354,771.37$
262,248.42$ -$ 262,742.76$ 200,000.00$ 62,742.76$ 262,742.76$ -$ 494.34$
7,890.11$ 6/24/2026 -$ 7/11/2026 -$ -$
OP created from adjustments-$ 225,310.60$ (99,819.13)$ 4/28/2026 -$ 4/28/2026 249,766.27$ 494.34 withheld for IB, 24,455.67 applied to RCR OP
-$ -$ -$ 262,248.42$
Total Reimbursement Requested
Total Amount Reimbursed
Reported totals
Supp May
1/1/2026 12/31/2026
N/A
Benefits Specific Contract Parameters Current Laser / Limits
(24 / 12) 1/1/2025 12/31/2026 Joshua Barnes 8/3/1973, EE, 632905396 Full Name DOB, EE/SP/Dep, Claimant # Type Amount Notes/Specifics
N/A $200,000
No 1/1/2026 12/31/2026
Carrier Pend Carrier Denied Overpayment +/- Carrier Approved
YTD
Notes
Reimbursement Requested
Filed to Carrier Amount Reimbursed Reimbursement DateEmployee Claimant Rel Reported Medical
YTD
Medical And Rx
Spec DeductibleFiling Type Reporting Month Reported Rx YTD Reported YTD
-$ Supp March
Nina Castelli Rivera
342,323.85$
374,893.81$
4/28/2026 50,535.52$ 5/14/2026 -$ -$
Total Amount Awaiting Carrier
Review
-$ 5,038.26$ 398,155.84$ 360,873.45$ 32,244.13$
Reported totals 2,337.02$ 374,893.81$ 200,000.00$ 174,893.81$
6/4/2026 -$ -$ (6,722.25)$ 349,046.10$ (7,890.11)$ 356,936.21$ applied to RCR OP applied to RCR OP
160,281.45$ -$
17,957.60$ 8/11/2026 -$ -$ -$ 374,893.81$
Cassandra Nesby Brooklynn/Child Initial February -$ 4/20/2026291,788.33$
Supp March 225,310.60$
2,164.84$ 356,936.21$
615.69$
Initial February 325,129.73$
2,337.02$ 374,893.81$
-$ -$ 99,819.13$ 225,310.60$
3/30/2026 50,535.52$
$ 200,000.00 125,129.73$ 4/10/2026
$ 200,000.00 91,788.33$ -$ 91,788.33$ 342,323.85$
291,788.33$ 341,708.16$
372,556.79$
In addition on the newer iterations, if an overpayment is carried over from a prior year, the overpayment that has been rolled over will be included below the total buckets at the bottom of the report for ease of reference.
-$ -$ 291,788.33$
OverPayment Rolled over from Prior Policy Year (as shown at top of report, if applicable)
Ramiro/Child 325,129.73$ -$
Supp June 372,556.79$
325,129.73$
Total Amount Pended
Total Amount Denied
Total Overpayment (If Applicable)
250,260.61$
0.00$
-$ -$ -$ 258,704.74$
Please note, the new iterations of this report have replaced the Outstanding Balance with the Total Amount Awaiting Carrier Review. This amount totals the claims that have not yet resulted in a reimbursement, pend, or denial from the stop loss carrier.
Supp April 348,430.41$
(24,455.67)$
615.69$ 349,046.10$ 6,722.25$ 5/26/2026
125,129.73$ 5/4/2026 -$ -$ -$
17,957.60$ 7/20/2026
6/8/2026 -$ 494.34$ Supp April 250,260.61$ -$ 24,950.01$ 5/26/2026
269,570.40$
Supp June 290,811.31$ 137.56$ 290,948.87$ 32,244.13$ 7/20/2026
-$ 4,543.92$ 254,160.82$
(4,396.02)$ 236,950.36$ 7/11/2026 Supp June 249,919.39$ 19,651.01$ 269,570.40$ 32,620.04$ 7/20/2026 32,620.04$ 8/13/2026 -$ -$ -$
** All claims data reported by Stealth Partner Group/Amwins is based upon the accuracy of data received from plan administrators.
Stealth Partner Group/Amwins is not responsible for inaccuracies or errors in administrator data. 8/18/2026
EXHIBIT B-7: 2026 REIMBURSEMENT REPORT
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