Appendix I - Sample Data File.xlsx

This is a sample data file for the Stanley G. Tate Florida Prepaid College Program, submitted as Appendix I to a request for actuarial services. The file contains transaction-level data for prepaid college savings plans administered by the State of Florida, documenting individual enrollment records with associated plan details, payment information, and account status across multiple plan types and enrollment years from 2016 onward.

The dataset includes comprehensive account information spanning plan numbers, cancellation amounts, sale dates, plan names, payment counts, unit types, unit pricing, premium amounts, matriculation dates, expiration dates, account status (active or paid in full), principal balances, remaining payments, projected enrollment years, and scholarship plan classifications. The records reflect diverse plan offerings including two-year dormitory plans, four-year university plans, two-plus-two Florida Plans, and various tuition and local fee components, with individual purchase type designations. The data serves as the operational foundation for quarterly actuarial valuations, pricing analysis, and experience studies required under the actuarial services contract, enabling the actuary to review, load, reconcile, and evaluate program performance while investigating data anomalies and recommending improvements to support the Board's statutory duty to ensure actuarial soundness of the prepaid fund.