APPENDIX_2.xlsx

XLSX spreadsheet 13 KB Posted

Attached to
RFP for Life and Accidental Death and Dismemberment Insurance Coverage
Solicitation number
017-202404-MC
Issued by
Orange County, San Francisco City, California

About this file

The document is an Excel spreadsheet (APPENDIX_2.xlsx) detailing life liability claims data for the County of Orange, California, covering the period from January 1, 2019, through December 31, 2023. The data includes life insurance claims across various employee units such as Attorney, Administrative Management, Court Management, Executive Management, and Craft and Plant units. Each record contains detailed information about individual claims, including claim type, gender, incurred date, date of birth, date of death or disability, and benefit amounts ranging from $10,000 to $250,000.

The associated Request for Proposal (RFP) seeks qualified firms to provide Life and Accidental Death and Dismemberment Insurance Coverage for the County of Orange's Human Resource Services, Employee Benefits Department. The claims data reveals a comprehensive view of life insurance payouts, showing both basic term life and supplemental life insurance benefits. The data suggests multiple coverage levels and types, with claims processed for different employee classifications and benefit tiers. The spreadsheet provides a granular look at the county's life insurance claims, which could be valuable for potential insurance providers in understanding the county's historical insurance usage and risk profile.

View the file

Other files

File Type Posted
COO_LIFE_AND_ADD_FINAL.pdf PDF
COO_LIFE_AND_ADD_FINAL.docx DOCX document
APPENDIX_3.pdf PDF
APPENDIX_2.pdf PDF
APPENDIX_1.xlsx XLSX spreadsheet
APPENDIX_1.pdf PDF
Attachment_J_-_County_of_Orange_Information_Technology_Security_Guidelines.docx DOCX document
Attachment_J_-_County_of_Orange_Information_Technology_Security_Guidelines.pdf PDF
Test.docx DOCX document

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Text version

xlsLife Liability By Incurred D

Life Liability Data
COUNTY OF ORANGE
Date of Disability or Date of Death between 01/01/2019 through 12/31/2023
Plan Month Start Date: January
As of Date: 01/31/2024
Case NamePlan Year BandClaim IDLoss UnitCoverage TypeClaim TypeClaim Type DescriptionGenderIncurred DateDate Of BirthDate Of DeathDate Of DisabilityBenefit AmountInterest AmountTotal AmountDistinct Claim
COUNTY OF ORANGE01/01/2023-12/31/202317767308005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyM01/14/202307/18/198901/14/202301/11/2023$0.00$897.60$897.600
COUNTY OF ORANGE01/01/2023-12/31/202317767308005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)M01/14/202307/18/198901/14/202301/11/2023$250,000.00$0.00$250,000.001
COUNTY OF ORANGE01/01/2019-12/31/201916457124003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1SUPPLEMENTAL DEPENDENTLifeLife (no PW and/or LBO)U03/12/201908/30/196703/12/201903/12/2019$20,000.00$0.00$20,000.001
COUNTY OF ORANGE01/01/2022-12/31/202217507576005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyM01/02/202206/29/197501/02/202201/02/2022$0.00$650.00$650.000
COUNTY OF ORANGE01/01/2022-12/31/202217507576005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)M01/02/202206/29/197501/02/202201/02/2022$250,000.00$0.00$250,000.001
COUNTY OF ORANGE01/01/2020-12/31/202017024049003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyF10/11/202011/24/198310/11/202010/11/2020$0.00$208.36$208.360
COUNTY OF ORANGE01/01/2020-12/31/202017024049003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)F10/11/202011/24/198310/11/202010/11/2020$100,000.00$0.00$100,000.001
COUNTY OF ORANGE01/01/2020-12/31/202017024049003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1SUPPLEMENTALLifeLife (no PW and/or LBO)F12/31/189911/24/198310/11/202010/11/2020$200,000.00$0.00$200,000.001
COUNTY OF ORANGE01/01/2019-12/31/201916751359003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyF12/30/201902/27/196612/30/201907/18/2019$0.00$64.11$64.110
COUNTY OF ORANGE01/01/2019-12/31/201916751359003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)F12/30/201902/27/196612/30/201907/18/2019$100,000.00$0.00$100,000.001
COUNTY OF ORANGE01/01/2022-12/31/202217504119006-CRAFT AND PLANT UNIT-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyM01/12/202207/11/197101/12/202201/03/2022$0.00$15.49$15.490
COUNTY OF ORANGE01/01/2022-12/31/202217504119006-CRAFT AND PLANT UNIT-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)M01/12/202207/11/197101/12/202201/03/2022$10,000.00$0.00$10,000.001
COUNTY OF ORANGE01/01/2020-12/31/202016947433002-COURT MANAGEMENT-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyM07/26/202001/30/196107/26/202002/17/2020$0.00$33.84$33.840
COUNTY OF ORANGE01/01/2020-12/31/202016947433002-COURT MANAGEMENT-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)M07/26/202001/30/196107/26/202002/17/2020$100,000.00$0.00$100,000.001
COUNTY OF ORANGE01/01/2020-12/31/202016947433002-COURT MANAGEMENT-SUPP PL 1SUPPLEMENTALLifeLife (no PW and/or LBO)M07/26/202001/30/196107/26/202002/17/2020$50,000.00$0.00$50,000.001
COUNTY OF ORANGE01/01/2023-12/31/202317769870003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)F03/07/202305/16/198303/07/202307/21/2022$100,000.00$0.00$100,000.001
COUNTY OF ORANGE01/01/2019-12/31/201916500052005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyM02/27/201905/30/196002/27/201902/22/2019$0.00$153.15$153.150
COUNTY OF ORANGE01/01/2019-12/31/201916500052005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)M02/27/201905/30/196002/27/201902/22/2019$100,000.00$0.00$100,000.001
COUNTY OF ORANGE01/01/2022-12/31/202217583393001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyM04/05/202203/22/194704/05/202203/10/2022$0.00$134.01$134.010
COUNTY OF ORANGE01/01/2022-12/31/202217583393001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)M04/05/202203/22/194704/05/202203/10/2022$125,000.00$0.00$125,000.001
COUNTY OF ORANGE01/01/2022-12/31/202217583393001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1SUPPLEMENTALLifeLife (no PW and/or LBO)M04/05/202203/22/194704/05/202203/10/2022$50,000.00$0.00$50,000.001
COUNTY OF ORANGE01/01/2023-12/31/202317859519003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1SUPPLEMENTAL DEPENDENTLifeLife (no PW and/or LBO)U11/20/202302/08/196711/20/202311/20/2023$20,000.00$0.00$20,000.001
COUNTY OF ORANGE01/01/2019-12/31/201916601694001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1BASIC TERMLifeLIFE for Paids onlyM08/07/201901/26/196608/07/201908/06/2019$0.00$702.09$702.090
COUNTY OF ORANGE01/01/2019-12/31/201916601694001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1BASIC TERMLifeLife (no PW and/or LBO)M08/07/201901/26/196608/07/201908/06/2019$125,000.00$0.00$125,000.001
COUNTY OF ORANGE01/01/2019-12/31/201916601694001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1SUPPLEMENTALLifeLife (no PW and/or LBO)M08/07/201901/26/196608/07/201908/06/2019$100,000.00$0.00$100,000.001
COUNTY OF ORANGE01/01/2019-12/31/201916601694001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1VOLUNTARY (CHOICE)LifeLife (no PW and/or LBO)M08/07/201901/26/196608/07/201908/06/2019$250,000.00$0.00$250,000.000

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