Attachment_5_OCC_OFR_PremiumHistory.xlsx
XLSX spreadsheet 18 KB Posted
- Solicitation number
- 2031JW25Q00073
About this file
The file is an Excel spreadsheet (Attachment_5_OCC_OFR_PremiumHistory.xlsx) containing premium history data for Short-Term Disability (STD) and Long-Term Disability (LTD) insurance programs for the Office of the Comptroller of the Currency (OCC) from 2021 to 2025. The spreadsheet details monthly and quarterly premium amounts for both OCC and OFR (Office of Financial Research), with bi-weekly deductions from employee pay and total annual premiums. The premium amounts show gradual increases year over year, with total 5-year premiums reaching $3,181,514.66.
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 request for quote (RFQ) for commercial insurance services, classified under NAICS code 524113 with a small business size standard of $47.0 million. Key details include: quotations are due on August 27, 2025, at 3:00 PM Eastern, the solicitation is not set aside, and evaluation criteria include Corporate Experience, Technical Capability, Past Performance, and Price. The contract performance will be at the contractor's site, and the contact points are Patrick Reil (Contract Specialist) and John R. Baumert (Contracting Officer).
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STD
| ATTACHMENT 5 - STD Premium History | ||||
| 2021 | 2022 | 2023 | 2024 | 2025 |
| $3,190.21 | $3,387.34 | $3,587.57 | $4,162.95 | $4,581.94 |
| $3,277.52 | $3,528.68 | $3,900.43 | $4,172.36 | $4,613.86 |
| $3,263.94 | $3,538.92 | $3,885.48 | $4,441.86 | |
| $3,282.66 | $3,537.23 | $3,901.80 | $4,195.41 | |
| $3,267.34 | $3,534.13 | $3,903.35 | $4,474.31 | |
| $3,268.23 | $3,575.50 | $3,938.39 | $4,494.07 | |
| $3,271.58 | $3,573.07 | $3,935.98 | $4,489.53 | |
| $3,289.63 | $3,598.02 | $3,954.34 | $4,503.70 | |
| $3,285.12 | $3,579.66 | $3,957.91 | $4,503.79 | |
| $3,287.88 | $3,586.74 | $3,971.60 | $4,510.39 | |
| $3,282.23 | $3,561.57 | $3,966.27 | $4,509.73 | |
| $3,297.87 | $3,563.52 | $3,984.93 | $4,507.65 | |
| $3,293.55 | $3,556.00 | $3,960.42 | $4,489.64 | |
| $3,357.13 | $3,572.46 | $3,993.98 | $4,490.82 | |
| $3,350.48 | $3,574.32 | $3,978.18 | $4,468.71 | |
| $3,348.41 | $3,567.71 | $3,973.54 | $4,472.46 | |
| $3,361.59 | $3,585.67 | $4,050.12 | $4,505.07 | |
| $3,357.90 | $3,575.77 | $4,047.68 | $4,508.07 | |
| $3,395.84 | $3,583.41 | $4,115.81 | $4,538.11 | |
| $3,393.54 | $3,578.61 | $4,100.54 | $4,543.31 | |
| $3,397.17 | $3,604.44 | $4,143.00 | $4,556.74 | |
| $3,397.20 | $3,588.70 | $4,145.46 | $4,551.42 | |
| $3,410.97 | $3,605.91 | $4,152.77 | $4,574.28 | |
| $3,393.72 | $3,609.10 | $4,161.54 | $4,559.08 | |
| $3,404.34 | $3,612.89 | $4,167.08 | $4,557.09 | |
| $3,381.52 | $3,606.07 | $4,161.44 | $4,582.11 |
| $88,528.57 | $94,807.44 | $106,062.61 | $118,386.66 | $11,220.80 |
| Note: bi-weekly deductions from employees pay (26 pay periods) |
LTD
| ATTACHMENT 5 - LTD Premium History | ||||||||||
| 2021 | 2022 | 2023 | 2024 | 2025 | ||||||
| OCC | OFR | OCC | OFR | OCC | OFR | OCC | OFR | OCC | OFR | |
| January | $53,585.94 | $2,080.91 | $54,573.54 | $2,230.05 | $57,214.90 | $2,581.93 | $61,013.52 | $3,085.92 | ||
| February | $54,172.52 | $2,115.08 | $83,241.11 | $3,458.94 | $89,037.78 | $4,065.49 | $63,973.07 | $3,277.72 | ||
| March | $53,922.60 | $2,100.20 | $55,518.14 | $2,275.33 | $59,359.03 | $2,718.36 | $64,116.33 | $3,343.82 | ||
| April | $53,951.09 | $2,084.72 | $55,639.40 | $2,321.26 | $59,550.50 | $2,747.52 | $64,044.34 | $3,374.41 | ||
| May | $80,870.59 | $3,148.75 | $83,213.96 | $3,548.95 | $89,612.74 | $4,170.12 | $95,802.36 | $5,122.35 | ||
| June | $53,894.96 | $2,120.60 | $55,621.41 | $2,321.26 | $59,816.31 | $2,858.52 | $63,845.76 | $3,482.77 | ||
| July | $54,713.86 | $2,188.71 | $55,741.50 | $2,454.54 | $60,175.50 | $2,914.66 | $63,649.90 | $3,472.50 | ||
| August | $54,571.93 | $2,223.10 | $55,646.37 | $2,450.86 | $60,825.10 | $2,944.62 | $64,091.23 | $3,504.87 | ||
| September | $54,560.71 | $2,236.97 | $55,731.62 | $2,473.43 | $61,020.77 | $2,938.22 | $96,218.70 | $5,416.34 | ||
| October | $54,516.63 | $2,238.01 | $55,653.30 | $2,454.47 | $61,095.26 | $2,945.81 | $64,222.94 | $3,853.04 | ||
| November | $54,513.17 | $2,200.40 | $55,674.26 | $2,482.68 | $61,314.47 | $2,990.74 | $64,218.29 | $3,902.88 | ||
| December | $81,404.25 | $3,296.27 | $55,560.99 | $2,492.03 | $61,310.85 | $3,072.43 | $64,358.19 | $3,937.70 | ||
| FiCA Q1 | $0.00 | $0.00 | $0.00 | $0.00 | $1,244.40 | $0.00 | $117.87 | $0.00 | ||
| FICA Q2 | $0.00 | $0.00 | $0.00 | $0.00 | $229.78 | $0.00 | $0.00 | $0.00 | ||
| FICA Q3 | $0.00 | $0.00 | $0.00 | $0.00 | $498.36 | $0.00 | $0.00 | $0.00 | ||
| FICA Q4 | $0.00 | $0.00 | $0.00 | $0.00 | $1,322.27 | $0.00 | $0.00 | $0.00 |
Total $704,678.25 $28,033.72 $721,815.60 $30,963.80 $783,628.04 $36,948.43 $829,672.50 $45,774.32 $0.00 $0.00
| 5-Year Overall Total | $3,181,514.66 |
| Note: FICA amounts are combined OCC/OFR |
File details come from the government source that posted it. Updated .