Attachment 3 - Claim_Detail.xlsx

XLSX spreadsheet 42 KB Posted

Attached to
Disabilitly STD/LTD Program Federal contract opportunity
Solicitation number
2031JW20Q00067
Issued by
Department of the Treasury Office of the Comptroller of the Currency

About this file

This document contains details on an existing disability benefits program and a related federal contract solicitation. The disability benefits program provided short-term and long-term disability insurance to employees of the Office of the Comptroller of the Currency and Office of Financial Research from 2015 to 2019. The program details include claim statuses, benefit amounts, offsets from other income sources, and cumulative paid amounts for over 100 individual claims.

The related federal contract solicitation seeks an experienced contractor to administer the Office of the Comptroller of the Currency's integrated short-term and long-term disability insurance program. The contractor will underwrite and manage the program from claim filing through vocational rehabilitation and return to work efforts. The solicitation aims to enhance employees' experience with an integrated disability management approach across STD and LTD benefits.

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Other files for this federal contract opportunity

Other files attached to Disabilitly STD/LTD Program, newest first.
File Type Posted
2031JW20Q00067 Disability RFQ.pdf PDF
OCC DISABILITY QUESTIONS AND ANSWERS RESPONSES.pdf PDF
Attachment9_Claims Data_2015.07.01 through 2020.05.31.xlsx XLSX spreadsheet
Attachment 4 - LTD_Certificate.pdf PDF
Attachment 5 - STD_Certificate.pdf PDF
Attachment 6 - STD_LTD_Prem_History.xlsx XLSX spreadsheet
Attachment 8 - Census.xlsx XLSX spreadsheet
Attachment 2 - TechnicalQuestionnaire.docx DOCX document
Attachment 1 - Non-Disclosure Agreement.doc DOC document
Attachment 7 - VPAT.docx DOCX document
2031JW20Q00067 RFQ.pdf PDF
Show all 11

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LTD

Report:LTD Detail Report
Customer:Office of the Comptroller of the Currency
Report Duration:7/1/2015 to 8/31/2019
Data as of:8/31/19
Total Benefit Paid to Date = $408,769Reserve = $888,642
* Reflects cumulative amounts for offset
Coverage TypeEE Structure Type 1 CodeClaim StatusGenderClaimant Age - YearsOffset 1 Amount*Offset 1 DescriptionOffset 2 Amount*Offset 2 DescriptionOffset 3 Amount*Offset 3 DescriptionOffset 4 Amount*Offset 4 DescriptionOffset 5 Amount*Offset 5 DescriptionOffset 6 Amount*Offset 6 DescriptionOffset 7 Amount*Offset 7 DescriptionOffset 8 Amount*Offset 8 DescriptionOffset 9 Amount*Offset 9 DescriptionDate of DisabilityBenefit Start DateClaim End DateMonthly Gross BenefitRegular Monthly BenefitTotal Benefit Paid to DateReserve
Long Term DisabilityOCCDeclinedM62$0$0$0$0$0$0$0$0$03/2/185/31/20183/2/2018$ 6,404$ - 0$ - 0$ - 0
Long Term DisabilityOCCClosedF62$0$0$0$0$0$0$0$0$011/10/172/8/201810/31/2018$ 10,497$ - 0$ 36,390$ - 0
Long Term DisabilityOCCActiveF37$0$0$ 2,100Accident & Sickness$0$0$ 2,000Federal Tax$0$0$01/7/194/7/20194/6/2021$ 7,879$ 7,879$ 29,415$ 267,479
Long Term DisabilityOCCClosedM55$0$0$0$0$0$ 11,150Federal Tax$ 23,273Government Pension/ Retirement$01/22/184/22/20185/30/2019$ 6,884$ - 0$ 52,041$ - 0
Long Term DisabilityOCCClosedF64$ 20,669Social Security Disability$0$ 738Accident & Sickness$0$0$0$0$0$01/5/164/4/20162/3/2018$ 3,163$ - 0$ 39,611$ - 0
Long Term DisabilityOCCClosedF56$0$ 1,124Salary Continuance$0$0$0$ 5,821Federal Tax$0$0$012/14/163/14/20179/17/2017$ 4,048$ - 0$ 23,704$ - 0
Long Term DisabilityOCCWaitingF61$0$0$ 12,532Accident & Sickness$ 13,721Rehabilitation Employment$0$0$0$ 942Minimum Monthly$011/1/181/30/20196/30/2019$ 9,418$ 9,418$ 21,464$ 221,853
Long Term DisabilityOCCClosedM40$0$0$ 892Accident & Sickness$0$0$0$0$0$03/28/166/26/201611/27/2016$ 3,827$ - 0$ 18,497$ - 0
Long Term DisabilityOCCClosedF38$0$0$ 2,790Accident & Sickness$0$ 1,552Vacation Pay$0$0$0$01/17/184/17/20181/1/2019$ 5,979$ - 0$ 46,678$ - 0
Long Term DisabilityOCCDeclinedF66$0$0$0$0$0$0$0$0$04/13/187/12/20184/13/2018$ 2,706$ - 0$ - 0$ - 0
Long Term DisabilityOCCActiveF62$ 14,241Social Security Disability$0$ 6,993Accident & Sickness$0$0$ 14,000Federal Tax$0$ 699Minimum Monthly$09/6/1812/5/201812/4/2020$ 6,993$ 4,671$ 42,401$ 275,589
Long Term DisabilityOCCClosedF35$0$ 1,061Salary Continuance$ 1,650Accident & Sickness$0$0$0$0$ 106Minimum Monthly$03/14/186/12/20183/15/2019$ 3,537$ - 0$ 18,990$ - 0
Long Term DisabilityOCCClosedF56$0$0$ 1,395Accident & Sickness$0$0$0$0$0$012/11/153/10/20164/3/2016$ 3,806$ - 0$ 2,411$ - 0
Long Term DisabilityOCCClosedF64$0$0$0$0$0$0$0$0$010/7/161/5/20174/19/2017$ 8,079$ - 0$ - 0$ - 0
Long Term DisabilityOCCDeclinedF64$0$0$0$0$0$0$0$0$09/6/1712/5/20179/6/2017$ 3,734$ - 0$ - 0$ - 0
Long Term DisabilityOCCActiveF51$ 33,138Social Security Disability$0$ 911Accident & Sickness$0$0$0$0$ 38Minimum Monthly$09/30/1712/29/201712/28/2019$ 3,906$ 1,539$ 36,807$ 65,085
Long Term DisabilityOCCClosedM59$0$0$ 1,362Accident & Sickness$ 1,644Rehabilitation Employment$0$0$0$0$ 798Rehabilitation Incentive2/20/175/21/201710/15/2017$ 5,842$ - 0$ 26,027$ - 0
Long Term DisabilityOCCClosedF31$0$0$ 791Accident & Sickness$0$0$0$0$0$07/18/1810/16/201811/9/2018$ 3,395$ - 0$ 2,037$ - 0
Long Term DisabilityOCCDeclinedF36$0$0$0$0$0$0$0$0$011/2/181/31/201911/2/2018$ 2,484$ - 0$ - 0$ - 0
Long Term DisabilityOCCActiveM40$0$0$ 747Accident & Sickness$0$0$0$0$ 21Minimum Monthly$01/29/194/29/20194/28/2021$ 3,202$ 3,202$ 12,296$ 58,637
Long Term DisabilityOCCDeclinedM59$0$0$0$0$0$0$0$0$03/29/176/27/20173/29/2017$ 10,416$ - 0$ - 0$ - 0
Long Term DisabilityOCCDeclinedM46$0$0$0$0$0$0$0$0$07/21/1810/19/20187/21/2018$ 7,452$ - 0$ - 0$ - 0
Total$ 408,769$ 888,642

STD

Report:STD Detail Report
Customer:Office of the Comptroller of the Currency
Report Duration:7/1/2015 to 8/31/2019
Data as of:8/31/19
Base Benefit Total = $111,883Cumulative Gross Benefit Total = $528,107
* Reflects cumulative amounts for offset
Coverage TypeEE Type 1 Structure CodeClaim StatusGenderClaimant Age - YearsOffset 1 Amount *Offset 1 DescriptionOffset 2 Amount *Offset 2 DescriptionOffset 3 Amount *Offset 3 DescriptionOffset 4 Amount *Offset 4 DescriptionDisability DateBenefit Start DateClaim End DateBase BenefitCumulative Gross Benefit
Short Term DisabilityOCCClosedF32$ 5,904Salary Continuance8/21/158/28/201510/9/2015$1,323.00$2,223.00
Short Term DisabilityOCCDeniedF328/21/158/28/20158/21/2015$1,323.00$0.00
Short Term DisabilityOCCDeniedM578/7/158/28/20158/7/2015$1,650.00$0.00
Short Term DisabilityOCCClosedF588/31/159/7/20159/27/2015$1,983.00$5,949.00
Short Term DisabilityOCCClosedM479/11/159/18/201510/18/2015$1,084.00$4,801.00
Short Term DisabilityOCCClosedF3411/2/1512/2/201512/28/2015$1,248.00$4,813.00
Short Term DisabilityOCCClosedF309/14/159/21/201510/18/2015$674.00$2,600.00
Short Term DisabilityOCCClosedF31$ 2,083Salary Continuance12/10/1512/17/20151/20/2016$1,326.00$4,546.00
Short Term DisabilityOCCClosedF2412/22/1512/29/20152/14/2016$738.00$2,928.00
Short Term DisabilityOCCClosedF3412/14/1512/21/20152/20/2016$989.00$7,630.00
Short Term DisabilityOCCClosedF3612/23/1512/30/20152/21/2016$1,523.00$11,749.00
Short Term DisabilityOCCClosedF49$ 1,853Salary Continuance12/31/151/7/20162/25/2016$1,497.00$8,839.00
Short Term DisabilityOCCClosedF60$ 3,841Salary Continuance1/5/161/12/20164/10/2016$730.00$5,627.00
Short Term DisabilityOCCClosedF32$ 2,637Salary Continuance2/8/162/15/20163/29/2016$543.00$776.00
Short Term DisabilityOCCClosedF552/17/162/24/20164/30/2016$2,234.00$21,383.00
Short Term DisabilityOCCDeniedF302/16/162/23/20162/21/2016$693.00$0.00
Short Term DisabilityOCCClosedM363/28/164/4/20167/2/2016$883.00$11,353.00
Short Term DisabilityOCCClosedF636/29/167/6/20168/14/2016$775.00$0.00
Short Term DisabilityOCCClosedF33$ 6,161Salary Continuance4/12/164/27/20167/10/2016$707.00$1,414.00
Short Term DisabilityOCCClosedM488/1/168/8/20168/14/2016$1,701.00$1,701.00
Short Term DisabilityOCCDeniedF527/25/168/1/20167/25/2016$0.00$0.00
Short Term DisabilityOCCClosedF36$ 829Salary Continuance9/26/1610/3/201611/20/2016$1,106.00$6,912.00
Short Term DisabilityOCCClosedF3110/11/1610/18/201612/1/2016$1,173.00$7,540.00
Short Term DisabilityOCCClosedF57$ 1,237Salary Continuance$ 21Minimum Weekly10/20/1610/27/20161/11/2017$1,181.00$11,775.00
Short Term DisabilityOCCClosedM28$ 6,613Salary Continuance$ 146Minimum Weekly10/12/1610/19/201612/19/2016$1,111.00$3,373.00
Short Term DisabilityOCCDeniedF321/3/171/10/20171/3/2017$730.00$0.00
Short Term DisabilityOCCClosedM56$ 1,348Salary Continuance$ 25Minimum Weekly2/20/172/27/20175/27/2017$1,348.00$16,008.00
Short Term DisabilityOCCClosedF283/14/173/21/20175/17/2017$783.00$6,488.00
Short Term DisabilityOCCDeniedF6110/8/1610/15/201610/8/2016$1,864.00$0.00
Short Term DisabilityOCCClosedF566/5/176/12/20177/9/2017$1,605.00$6,420.00
Short Term DisabilityOCCClosedF34$ 1,663Salary Continuance$ 25Minimum Weekly5/29/176/5/20177/23/2017$1,663.00$10,003.00
Short Term DisabilityOCCClosedF27$ 673Salary Continuance7/10/177/17/20178/28/2017$673.00$3,301.00
Short Term DisabilityOCCClosedF358/5/178/12/201710/1/2017$1,627.00$11,854.00
Short Term DisabilityOCCClosedF30$ 2,326Salary Continuance$ 50Minimum Weekly8/12/178/19/201710/14/2017$997.00$5,843.00
Short Term DisabilityOCCClosedF56$ 2,209Salary Continuance$ 32Minimum Weekly8/17/178/24/201710/29/2017$1,406.00$11,280.00
Short Term DisabilityOCCClosedF268/23/178/30/201710/11/2017$760.00$4,669.00
Short Term DisabilityOCCClosedF34$ 320Salary Continuance$ 14Minimum Weekly$ 307Extended Sick Pay9/12/179/19/201710/1/2017$561.00$1,042.00
Short Term DisabilityOCCClosedF619/6/179/13/201712/10/2017$862.00$10,344.00
Short Term DisabilityOCCClosedF40$ 9,398Salary Continuance$ 160Minimum Weekly$ 3,361Extended Sick Pay10/13/1710/20/201712/17/2017$1,462.00$6,446.00
Short Term DisabilityOCCClosedF65$ 1,673Salary Continuance$ 46Minimum Weekly9/5/179/12/20179/24/2017$901.00$46.00
Short Term DisabilityOCCClosedF36$ 991Salary Continuance$ 28Minimum Weekly10/30/1711/29/201712/11/2017$694.00$326.00
Short Term DisabilityOCCDeniedF51$ 5,532Salary Continuance$ 57Minimum Weekly11/29/1712/6/201711/29/2017$1,733.00$0.00
Short Term DisabilityOCCClosedF32$ 5,532Salary Continuance$ 57Minimum Weekly12/2/1712/9/20171/12/2018$2,278.00$5,915.00
Short Term DisabilityOCCClosedF49$ 10,383Salary Continuance$ 282Minimum Weekly9/30/1710/7/20171/4/2018$901.00$1,483.00
Short Term DisabilityOCCClosedF31$ 5,010Salary Continuance$ 3,024Extended Sick Pay1/6/181/13/20182/16/2018$1,002.00$3,149.00
Short Term DisabilityOCCClosedF36$ 2,907Salary Continuance1/17/181/31/20184/30/2018$1,380.00$14,697.00
Short Term DisabilityOCCClosedF33$ 3,817Salary Continuance$ 46Minimum Weekly$ 286Extended Sick Pay1/16/182/6/20183/13/2018$1,743.00$8,964.00
Short Term DisabilityOCCClosedF352/6/182/18/20184/3/2018$737.00$4,738.00
Short Term DisabilityOCCClosedM572/28/183/7/20183/18/2018$1,378.00$2,362.00
Short Term DisabilityOCCClosedF363/15/183/22/20184/29/2018$846.00$4,713.00
Short Term DisabilityOCCDeniedF383/15/184/4/20183/18/2018$571.00$0.00
Short Term DisabilityOCCClosedF333/9/183/31/20184/19/2018$1,477.00$4,220.00
Short Term DisabilityOCCDeniedM402/16/183/18/20182/16/2018$1,913.00$0.00
Short Term DisabilityOCCClosedF38$ 10,261Salary Continuance$ 110Minimum Weekly3/30/184/6/20185/24/2018$2,082.00$4,424.00
Short Term DisabilityOCCDeniedM402/16/183/18/20182/16/2018$1,913.00$0.00
Short Term DisabilityOCCClosedF64$ 10,608Salary Continuance4/16/186/5/20188/21/2018$624.00$6,953.00
Short Term DisabilityOCCClosedM563/29/174/5/20177/3/2017$2,404.00$9,959.00
Short Term DisabilityOCCClosedF49$ 499Salary Continuance6/14/186/21/20187/30/2018$1,499.00$8,066.00
Short Term DisabilityOCCClosedF619/6/181/5/20191/3/2019$1,614.00$20,752.00
Short Term DisabilityOCCClosedF62$ 879Salary Continuance$ 25Minimum Weekly$ 854Extended Sick Pay10/6/1810/13/20181/10/2019$879.00$11,301.00
Short Term DisabilityOCCClosedF319/6/1810/6/201810/31/2018$794.00$2,609.00
Short Term DisabilityOCCClosedF60$ 2,168Rehabilitation Employment11/1/1811/8/20184/5/2019$2,169.00$22,309.00
Short Term DisabilityOCCClosedF41$ 4,769Salary Continuance$ 92Minimum Weekly11/9/1812/9/20181/3/2019$1,284.00$93.00
Short Term DisabilityOCCClosedF2512/11/1812/18/20181/29/2019$606.00$3,723.00
Short Term DisabilityOCCClosedF30$ 1,853Salary Continuance2/25/193/27/20194/7/2019$1,084.00$1,858.00
Short Term DisabilityOCCClosedF344/5/194/12/20195/29/2019$1,428.00$9,792.00
Short Term DisabilityOCCClosedF351/7/191/15/20194/14/2019$1,818.00$23,374.00
Short Term DisabilityOCCClosedF355/11/195/18/20196/22/2019$705.00$3,625.00
Short Term DisabilityOCCClosedM38$ 584Salary Continuance1/29/192/5/20195/5/2019$739.00$5,221.00
Short Term DisabilityOCCClosedF34$ 5,810Salary Continuance$ 125Minimum Weekly$ 2,3185/6/195/13/20196/30/2019$1,162.00$4,767.00
Short Term DisabilityOCCClosedF29$ 281Salary Continuance6/10/196/17/20197/30/2019$739.00$3,097.00
Short Term DisabilityOCCClosedF607/24/177/31/201710/28/2017$1,117.00$12,604.00
Short Term DisabilityOCCDeniedF611/9/181/16/20181/9/2018$1,117.00$0.00
Short Term DisabilityOCCOpenF536/29/197/6/201910/3/2019$1,543.00$18,957.00
Short Term DisabilityOCCClosedF327/4/197/11/20198/27/2019$1,037.00$7,111.00
Short Term DisabilityOCCOpenF347/25/198/1/20199/4/2019$2,452.00$8,757.00
Short Term DisabilityOFRClosedF30$ 2,002Salary Continuance8/1/158/8/20159/21/2015$1,557.00$8,971.00
Short Term DisabilityOFRClosedF33$ 3,522Salary Continuance8/29/159/5/201510/9/2015$1,785.00$5,403.00
Short Term DisabilityOFRClosedF5212/15/1512/22/20153/20/2016$878.00$11,289.00
Short Term DisabilityOFRClosedF26$ 2,873Salary Continuance$ 100Minimum Weekly6/27/167/4/20168/7/2016$714.00$797.00
Short Term DisabilityOFRClosedF402/25/173/4/20173/19/2017$2,092.00$4,782.00
Short Term DisabilityOFRClosedF325/1/175/31/20176/14/2017$798.00$1,710.00
Short Term DisabilityOFRClosedF478/25/179/1/201710/24/2017$743.00$5,731.00
Short Term DisabilityOFRDeniedF517/21/177/28/20179/15/2017$1,511.00$0.00
Short Term DisabilityOFRClosedF39$ 5,762Salary Continuance$ 85Minimum Weekly$ 1,176Extended Sick Pay1/4/181/11/20182/14/2018$1,391.00$3,249.00
Short Term DisabilityOFRDeniedM531/17/181/31/20181/24/2018$1,846.00$0.00
Short Term DisabilityOFRDeniedF3912/26/171/2/201812/26/2017$868.00$0.00
Short Term DisabilityOFRClosedF333/14/183/21/20186/27/2018$816.00$10,492.00
Short Term DisabilityOFRClosedF297/18/187/25/201810/22/2018$783.00$8,277.00
Short Term DisabilityOFRDeniedM447/28/188/27/20187/28/2018$1,846.00$0.00
Short Term DisabilityOFRClosedF3511/2/1811/9/20181/24/2019$573.00$5,811.00
Short Term DisabilityOFRDeniedF301/22/191/29/20197/18/2018$783.00$0.00

Total $111,883.00 $528,107.00

File details come from the government source that posted it. Updated .