Attachment_4_STD_LTD_ClaimsData.xlsx

XLSX spreadsheet 26 KB Posted Aug 5, 2025

Attached to: Short Term Disability (STD) and Long Term Disability (LTD) Insurance Programs
Solicitation number: 2031JW25Q00073
Issued by: Department of the Treasury Office of the Comptroller of the Currency

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Written by GovTribe AI · Aug 5, 2025

This document contains Short Term Disability (STD) and Long Term Disability (LTD) claims data for the Office of the Comptroller of the Currency (OCC). The STD attachment includes 30 claims entries detailing claimant demographics, disability dates, benefit amounts, and claim statuses, with claim amounts ranging from $24 to $2,639 per claim. The LTD attachment contains 13 claim entries with additional details like Social Security status, monthly gross benefits, and total benefits paid, with monthly benefits ranging from $1 to $11,523.

The related federal contract opportunity is a solicitation (Number 2031JW25Q00073) for STD and LTD insurance programs, issued by the Department of the Treasury's Office of the Comptroller of the Currency. The solicitation is a commercial products request for quote (RFQ), not set aside for small businesses, with a NAICS code of 524113 and a small business size standard of $47.0 million. Quotations are due on Wednesday, August 27, 2025, at 3:00 PM Eastern, to be submitted via email to Patrick Reil and John R. Baumert. The evaluation criteria will include corporate experience, technical capability, past performance, and price.

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Other files

File	Type	Posted
RFQ_2031JW25Q00073_STD_LTD Ins (Amendment 001).pdf	PDF	Aug 26, 2025
2031JW25Q00073 Amendment 0001 - SF30.pdf	PDF	Aug 26, 2025
Attachment D - Q and A Worksheet (25Q00073).pdf	PDF	Aug 26, 2025
Attachment_3_LTD_Cert of Ins..pdf	PDF	Aug 5, 2025
Attachment_6_Deliverables.docx	DOCX document	Aug 5, 2025
Attachment_1_OCC_OFR_CensusData.xlsx	XLSX spreadsheet	Aug 5, 2025
Attachment_5_OCC_OFR_PremiumHistory.xlsx	XLSX spreadsheet	Aug 5, 2025
RFQ 2031JW25Q00073 STD-LTD Insur.pdf	PDF	Aug 5, 2025
Attachment_2_STD_Cert of Ins..pdf	PDF	Aug 5, 2025
Attachment_8_Nondisclosure Agreement.pdf	PDF	Aug 5, 2025
Attachment_7_TechnicalCapabilityQuestionnaire.pdf	PDF	Aug 5, 2025

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STD

ATTACHMENT 4

Short Term Disability Claim Listing

146410 - OFFICE OF THE COMPTROLLER OF THE CURRENCY

														Est. Weekly	Notes
Customer Number	Report Number	Subcode	Paypoint	Claim Number	Claim Status	Gender	Claimant Age - Years	Last Day Worked	Disability Date	Benefit Start Date	Claim End Date	Base Benefit	Cumulative Gross Benefit	Salary Continuance - Offset 1
0146410	0161230	0001	0001	202210248640	Closed	M	72	10/20/22	10/21/22	10/28/22	11/27/22	$ 1,433	$ - 0	$ 1,433
0146410	0161230	0001	0001	202307118148	Closed	F	64	06/01/23	06/05/23	06/12/23	09/06/23	$ 1,626	$ 6,969
0146410	0161230	0001	0001	202307118162	Closed	M	43	06/27/23	06/28/23	07/10/23	10/01/23	$ 1,229	$ 14,748
0146410	0161230	0001	0001	202407228913	Closed	M	30	06/25/24	06/26/24	07/03/24	09/16/24	$ 1,150	$ 12,486
0146410	0161230	0001	0001	212212078328	Closed	M	42	09/08/22	09/13/22	09/20/22	12/18/22	$ 823	$ - 0	$ 823
0146410	0161230	0001	0001	212310128779	Closed	F	55	08/14/23	08/15/23	08/22/23	11/19/23	$ 1,829	$ 23,516
0146410	0161230	0001	0001	212407178755	Denied	F	57	09/01/23	04/01/24	04/08/24	07/06/24	$ 1,947	$ - 0
0146410	0161230	0001	0001	222403208577	Closed	F	63	03/20/24	03/21/24	03/28/24	04/30/24	$ 1,000	$ 4,857
0146410	0161230	0001	0001	222408218013	Closed	F	67	07/04/24	07/05/24	07/12/24	10/06/24	$ 2,369	$ 19,392	$ 2,369	Sal Con through 08/13/24
0146410	0161230	0001	0001	232302218098	Closed	M	56	01/25/23	02/01/23	02/08/23	04/30/23	$ 2,639	$ 27,521	$ 2,639	Sal Con through 02/20/23
0146410	0161230	0001	0001	242010058204	Closed	F	62	10/22/20	10/29/20	11/05/20	02/02/21	$ 1,974	$ 25,380
0146410	0161230	0002	0001	242106078744	Closed	M	67	11/30/20	12/01/20	12/31/20	03/30/21	$ 1,600	$ - 0	$ 1,600
0146410	0161230	0001	0001	242211298987	Closed	F	53	07/22/22	07/27/22	08/03/22	10/25/22	$ 1,639	$ 19,668
0146410	0161230	0001	0001	242411018601	Denied	M	58	11/15/24	11/18/24	11/25/24	11/25/24	$ - 0	$ - 0
0146410	0161230	0001	0001	252111198275	Closed	M	47	10/12/21	10/13/21	10/20/21	01/17/22	$ 1,665	$ 11,417	$ 1,665	Sal Con through 11/30/21
0146410	0161230	0001	0001	252302088596	Closed	M	64	02/07/23	02/08/23	02/15/23	04/30/23	$ 2,115	$ 17,826	$ 2,115	Sal Con through 03/02/23
0146410	0161230	0001	0001	252406038211	Closed	F	35	05/28/24	05/29/24	06/05/24	08/04/24	$ 1,671	$ 10,742	$ 1,671	Sal Con through 06/20/24
0146410	0161230	0002	0001	262106018626	Denied	M	49	05/25/21	06/08/21	07/08/21	06/08/21	$ 2,863	$ - 0
0146410	0161230	0001	0001	262209288677	Closed	M	54	09/30/22	10/01/22	10/08/22	01/05/23	$ 1,999	$ 25,701
0146410	0161230	0001	0001	262301098385	Closed	F	58	02/03/23	02/06/23	02/13/23	02/20/23	$ 1,462	$ - 0	$ 1,462
0146410	0161230	0001	0001	262412198154	Denied	M	57	09/22/22	09/23/22	09/30/22	12/20/22	$ - 0	$ - 0
0146410	0161230	0002	0002	272308018992	Closed	F	54	06/29/23	07/01/23	07/08/23	08/22/23	$ 1,760	$ 11,566
0146410	0161230	0001	0001	282305038743	Denied	F	58	05/12/23	05/15/23	05/22/23	06/05/23		$ - 0
0146410	0161230	0001	0001	282409048433	Closed	F	57	09/09/24	09/10/24	09/17/24	11/24/24	$ 1,985	$ - 0	$ 1,985
0146410	0161230	0001	0001	292104068909	Denied	F	63	02/24/21	02/25/21	03/04/21	02/25/21	$ 24	$ - 0
0146410	0161230	0002	0002	292201068369	Closed	F	31	01/07/22	01/10/22	01/17/22	03/31/22	$ 869	$ 9,187
0146410	0161230	0001	0001	292304216816	Denied	F	51	03/29/23	03/31/23	04/07/23	03/31/23	$ 2,115	$ - 0
0146410	0161230	0001	0001	292408128658	Denied	F	67	07/04/24	07/05/24	07/12/24	07/05/24	$ 2,369	$ - 0

LTD

ATTACHMENT 4

LTD Claim Listing

146410 - OFFICE OF THE COMPTROLLER OF THE CURRENCY

															Monthly	Monthly	Monthly	Monthly	Monthly
															Offset 1	Offset 2	Offset 3	Offset 4	Offset 5
Experience Number	Report Number	Subcode	Paypoint	Claim Number	Social Security Status	Age of Claimant at Valuation Date	Gender	Status	Claim Status	Date of Disability	Monthly Gross Benefit	Regular Monthly Benefit	Total Benefit Paid To Date	Reserve	Social Security	Pension	Federal Tax	Worker Comp/ Work Earnings	Rehab Employment
0161265	0161265	0001	0001	622205248302	SSP	56	F	01	Declined	05/05/21	$ 9,322	$ - 0	$ - 0	$ - 0
0161265	0161265	0001	0001	642111118404	SSP	47	M	03	Ended	08/21/21	$ 6,695	$ - 0	$ 111,583	$ - 0			$ 1,000
0161265	0161265	0001	0001	692205258339	SSP	55	F	02	Waiting	09/30/21	$ 3,436	$ 3,436	$ 21,042	$ 263,816			$ 100	$ 2,194	$ 1,638
0161265	0161265	0001	0001	682112218978	SSP	56	F	03	Ended	10/05/21	$ 9,322	$ - 0	$ 102,201	$ - 0
0161265	0161265	0001	0001	752201171779	SSP	51	M	01	Declined	10/14/21	$ 7,213	$ - 0	$ - 0	$ - 0
0161265	0161265	0001	0001	672210148497	SSA	60	F	00	Active	05/13/22	$ 4,351	$ 1,382	$ 42,710	$ 100,401	$ 1,889	$ 1,080	$ 1,000
0161265	0161265	0001	0001	622211018772	SSP	56	F	03	Ended	08/14/22	$ 7,104	$ - 0	$ 14,315	$ - 0
0161265	0161265	0001	0001	682302210348	SSP	45	M	03	Ended	09/13/22	$ 3,820	$ - 0	$ 955	$ - 0
0161265	0161265	0001	0001	602303088610	SSP	59	M	01	Declined	09/22/22	$ 1	$ - 0	$ - 0	$ - 0
0161265	0161265	0001	0001	622303038532	SSP	59	M	03	Ended	09/26/22	$ 11,523	$ - 0	$ 276,552	$ - 0			$ 2,300
0161265	0161265	0001	0001	722311020074	SSP	57	F	01	Declined	08/15/23	$ 7,926	$ - 0	$ - 0	$ - 0
0161265	0161265	0001	0001	742409250598	SSP	59	F	PS	Pending	12/07/23	$ 8,435	$ - 0	$ - 0	$ 39,000
0161265	0161265	0001	0001	692409198689	SSP	61	M	00	Active	04/05/24	$ 9,962	$ 9,962	$ 2,324	$ 491,723			$ 1,400
0161265	0161265	0001	0001	732409031646	SSP	68	F	01	Declined	07/05/24	$ 10,266	$ - 0	$ - 0	$ - 0

Reference Key

	LTD Code Key
Key

Social Security Status
Code	Description
SSA	SS benefits have been approved
SSP	SS status is pending (have not yet submitted or have submitted and not been denied twice)
NED	Claimant is not eligible for SS or has been denied at least twice

Claim Status
Code	Description
00	Active
01	Declined
02	Waiting
03	Ended
04	Inactive
05	Incomplete
PS	Pending

File details come from the government source that posted it. Updated Aug 5, 2025.