Attachment 5 - Technical Exhibit OCC Life Claims.xlsx

This file is an Excel spreadsheet (Attachment 5) containing detailed claims census data for the Office of the Comptroller of the Currency (OCC) Group Life Insurance (OGLI) program from 2020 to 2025. The document provides a comprehensive breakdown of claims by type, including Basic Life (Active, OCC Retiree, OTS Retiree), Optional Life, Dependent Life, and Accidental Death & Dismemberment (AD&D), with total claim amounts ranging from approximately $27,500 to $2,565,163 across different years and categories.

The claims data includes granular details such as date incurred, date paid, and specific claim amounts, with individual claims ranging from as low as $2,250 to as high as $711,000. The data covers multiple claim types for active employees, retirees, and dependents, demonstrating the breadth of the group life insurance coverage. This attachment is part of the solicitation (2031JW26R00001) for OCC Group Life Insurance Services, which seeks a contractor to underwrite and administer a group life insurance program for OCC and Office of Financial Research (OFR) employees and their eligible dependents, with a potential 5-year contract period ending December 31, 2030.