APPENDIX_2.xlsx
XLSX spreadsheet 13 KB Posted
- 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.
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Other files
| File | Type | Posted |
|---|---|---|
| COO_LIFE_AND_ADD_FINAL.pdf | ||
| COO_LIFE_AND_ADD_FINAL.docx | DOCX document | |
| APPENDIX_3.pdf | ||
| APPENDIX_2.pdf | ||
| APPENDIX_1.xlsx | XLSX spreadsheet | |
| APPENDIX_1.pdf | ||
| Attachment_J_-_County_of_Orange_Information_Technology_Security_Guidelines.docx | DOCX document | |
| Attachment_J_-_County_of_Orange_Information_Technology_Security_Guidelines.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 Name | Plan Year Band | Claim ID | Loss Unit | Coverage Type | Claim Type | Claim Type Description | Gender | Incurred Date | Date Of Birth | Date Of Death | Date Of Disability | Benefit Amount | Interest Amount | Total Amount | Distinct Claim |
| COUNTY OF ORANGE | 01/01/2023-12/31/2023 | 17767308 | 005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | M | 01/14/2023 | 07/18/1989 | 01/14/2023 | 01/11/2023 | $0.00 | $897.60 | $897.60 | 0 |
| COUNTY OF ORANGE | 01/01/2023-12/31/2023 | 17767308 | 005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | M | 01/14/2023 | 07/18/1989 | 01/14/2023 | 01/11/2023 | $250,000.00 | $0.00 | $250,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16457124 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | SUPPLEMENTAL DEPENDENT | Life | Life (no PW and/or LBO) | U | 03/12/2019 | 08/30/1967 | 03/12/2019 | 03/12/2019 | $20,000.00 | $0.00 | $20,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2022-12/31/2022 | 17507576 | 005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | M | 01/02/2022 | 06/29/1975 | 01/02/2022 | 01/02/2022 | $0.00 | $650.00 | $650.00 | 0 |
| COUNTY OF ORANGE | 01/01/2022-12/31/2022 | 17507576 | 005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | M | 01/02/2022 | 06/29/1975 | 01/02/2022 | 01/02/2022 | $250,000.00 | $0.00 | $250,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2020-12/31/2020 | 17024049 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | F | 10/11/2020 | 11/24/1983 | 10/11/2020 | 10/11/2020 | $0.00 | $208.36 | $208.36 | 0 |
| COUNTY OF ORANGE | 01/01/2020-12/31/2020 | 17024049 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | F | 10/11/2020 | 11/24/1983 | 10/11/2020 | 10/11/2020 | $100,000.00 | $0.00 | $100,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2020-12/31/2020 | 17024049 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | SUPPLEMENTAL | Life | Life (no PW and/or LBO) | F | 12/31/1899 | 11/24/1983 | 10/11/2020 | 10/11/2020 | $200,000.00 | $0.00 | $200,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16751359 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | F | 12/30/2019 | 02/27/1966 | 12/30/2019 | 07/18/2019 | $0.00 | $64.11 | $64.11 | 0 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16751359 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | F | 12/30/2019 | 02/27/1966 | 12/30/2019 | 07/18/2019 | $100,000.00 | $0.00 | $100,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2022-12/31/2022 | 17504119 | 006-CRAFT AND PLANT UNIT-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | M | 01/12/2022 | 07/11/1971 | 01/12/2022 | 01/03/2022 | $0.00 | $15.49 | $15.49 | 0 |
| COUNTY OF ORANGE | 01/01/2022-12/31/2022 | 17504119 | 006-CRAFT AND PLANT UNIT-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | M | 01/12/2022 | 07/11/1971 | 01/12/2022 | 01/03/2022 | $10,000.00 | $0.00 | $10,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2020-12/31/2020 | 16947433 | 002-COURT MANAGEMENT-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | M | 07/26/2020 | 01/30/1961 | 07/26/2020 | 02/17/2020 | $0.00 | $33.84 | $33.84 | 0 |
| COUNTY OF ORANGE | 01/01/2020-12/31/2020 | 16947433 | 002-COURT MANAGEMENT-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | M | 07/26/2020 | 01/30/1961 | 07/26/2020 | 02/17/2020 | $100,000.00 | $0.00 | $100,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2020-12/31/2020 | 16947433 | 002-COURT MANAGEMENT-SUPP PL 1 | SUPPLEMENTAL | Life | Life (no PW and/or LBO) | M | 07/26/2020 | 01/30/1961 | 07/26/2020 | 02/17/2020 | $50,000.00 | $0.00 | $50,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2023-12/31/2023 | 17769870 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | F | 03/07/2023 | 05/16/1983 | 03/07/2023 | 07/21/2022 | $100,000.00 | $0.00 | $100,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16500052 | 005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | M | 02/27/2019 | 05/30/1960 | 02/27/2019 | 02/22/2019 | $0.00 | $153.15 | $153.15 | 0 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16500052 | 005-ATTORNEY UNIT WORKING 40 > HRS-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | M | 02/27/2019 | 05/30/1960 | 02/27/2019 | 02/22/2019 | $100,000.00 | $0.00 | $100,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2022-12/31/2022 | 17583393 | 001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | M | 04/05/2022 | 03/22/1947 | 04/05/2022 | 03/10/2022 | $0.00 | $134.01 | $134.01 | 0 |
| COUNTY OF ORANGE | 01/01/2022-12/31/2022 | 17583393 | 001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | M | 04/05/2022 | 03/22/1947 | 04/05/2022 | 03/10/2022 | $125,000.00 | $0.00 | $125,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2022-12/31/2022 | 17583393 | 001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1 | SUPPLEMENTAL | Life | Life (no PW and/or LBO) | M | 04/05/2022 | 03/22/1947 | 04/05/2022 | 03/10/2022 | $50,000.00 | $0.00 | $50,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2023-12/31/2023 | 17859519 | 003-ADMINISTRATIVE MANAGEMENT UNIT-SUPP PL 1 | SUPPLEMENTAL DEPENDENT | Life | Life (no PW and/or LBO) | U | 11/20/2023 | 02/08/1967 | 11/20/2023 | 11/20/2023 | $20,000.00 | $0.00 | $20,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16601694 | 001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1 | BASIC TERM | Life | LIFE for Paids only | M | 08/07/2019 | 01/26/1966 | 08/07/2019 | 08/06/2019 | $0.00 | $702.09 | $702.09 | 0 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16601694 | 001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1 | BASIC TERM | Life | Life (no PW and/or LBO) | M | 08/07/2019 | 01/26/1966 | 08/07/2019 | 08/06/2019 | $125,000.00 | $0.00 | $125,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16601694 | 001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1 | SUPPLEMENTAL | Life | Life (no PW and/or LBO) | M | 08/07/2019 | 01/26/1966 | 08/07/2019 | 08/06/2019 | $100,000.00 | $0.00 | $100,000.00 | 1 |
| COUNTY OF ORANGE | 01/01/2019-12/31/2019 | 16601694 | 001-EXEC MGT-OFFICIALS-SUPERIOR CT-SUPP PL 1 | VOLUNTARY (CHOICE) | Life | Life (no PW and/or LBO) | M | 08/07/2019 | 01/26/1966 | 08/07/2019 | 08/06/2019 | $250,000.00 | $0.00 | $250,000.00 | 0 |
File details come from the government source that posted it. Updated .