Attachment 5 - Technical Exhibit OCC Life Claims - Jan 2016 thru Sept 2020.xlsx

XLSX spreadsheet 24 KB Posted Jun 8, 2021

Attached to: Group Life Insurance
Solicitation number: 2031JW21Q00092
Issued by: Department of the Treasury Office of the Comptroller of the Currency

About this file

Written by GovTribe AI · Dec 28, 2023

This document contains details of a federal contract opportunity for group life insurance services. The Office of the Comptroller of the Currency and Office of Financial Research are seeking an experienced contractor to underwrite and administer their group life insurance program for approximately 2,580 active employees, 2,510 retirees, and their eligible dependents. The current contract held by Metropolitan Life is set to expire on June 30, 2021. The selected contractor will be required to amend the existing policy to provide benefits in accordance with the scope of work, including supplemental employee coverage from $25,000 to $500,000 or five times salary. Enrollment changes for supplemental coverage can be made within 31 days of a salary increase up to $50,000.

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Other files

File	Type	Posted
Group Life Insurance RFQ_Amendment 0002.pdf	PDF	Jun 16, 2021
2031JW21Q00092 Amendment 2.pdf	PDF	Jun 16, 2021
Attachment 5 - Technical Exhibit OCC Life Claims-Jan 2016 thru May 2021.xlsx	XLSX spreadsheet	Jun 15, 2021
Attachment 11 - Questions and Answer - MetLife Submission 6102021 (003).pdf	PDF	Jun 15, 2021
Average Age and Volume_3 years.pdf	PDF	Jun 15, 2021
2031JW21Q00092 Amendment 1.pdf	PDF	Jun 15, 2021
Attachment 6.1 Technical Exhibit OFR_Census.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 3 - Technical Exhibit Retiree Census.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 2 Technical Exhibit Active Employee Census Data.xls	XLS spreadsheet	Jun 8, 2021
Attachment 7 - Technical Capability Questionnire.pdf	PDF	Jun 8, 2021
Attachment 9 - Non-Disclosure Agreement.docx	DOCX document	Jun 8, 2021
Attachment 8 - Contractors Off-Boarding Tasks.pdf	PDF	Jun 8, 2021
Group Life Insurance RFQ Final.pdf	PDF	Jun 8, 2021
Attachment 11 - Questions and Answer.docx	DOCX document	Jun 8, 2021
Attachment 10 - OCC Conflict of Interest Disclosure and Certification.docx	DOCX document	Jun 8, 2021
Attachment 6 - Technical Exhibit_OFR_Census.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 4 - Technical Exhibit Affidavit of Domestic Partnership.doc	DOC document	Jun 8, 2021
Attachment 2.1 Technical Exhibit OCC Life Census.xlsx	XLSX spreadsheet	Jun 8, 2021
Attachment 1 OCC Group Life Pricing Structure.docx	DOCX document	Jun 8, 2021

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OCC Life Claims 0116 thru 0920

		Attachment 5 - Technical Exhibit OCC Life Claims - Jan 2016 thru Sept 2020
			RFQ: 2031JW21Q00092
Gender	Date Incurred	Date Paid	Employee Age	Claim Amount (Including Interested)	Claim Type
M	12/15/2015	01/19/2016	68	75,000.00	Basic Life - OTS Retiree
F	09/11/2015	02/10/2016	61	10,000.00	Dependent Life Family
M	11/01/2015	02/17/2016	72	29,250.00	Basic Life - OCC Retiree
M	11/01/2015	02/17/2016	72	884.72	Basic Life - OCC Retiree
M	02/15/2016	03/18/2016	51	210,000.00	Basic Life - Active
M	02/05/2016	03/24/2016	63	144,000.00	Basic Life - OTS Retiree
F	04/03/2016	04/26/2016	82	9,500.00	Basic Life - OTS Retiree
F	04/03/2016	05/12/2016	80	63,000.00	Dependent Life Spouse - OTS Retiree
M	03/26/2016	05/16/2016	56	300,000.00	Optional Life EE
M	03/26/2016	05/16/2016	56	1,294.52	Optional Life EE
M	03/26/2016	05/16/2016	56	720.62	Basic Life - Active
M	03/26/2016	05/16/2016	56	167,000.00	Basic Life - Active
M	04/13/2016	05/20/2016	74	75,000.00	Basic Life - OCC Retiree
M	05/30/2016	06/29/2016	74	268,000.00	Basic Life - OTS Retiree
M	06/09/2016	08/05/2016	85	166,000.00	Basic Life - OTS Retiree
M	07/10/2016	08/08/2016	71	142,000.00	Basic Life - OTS Retiree
F	07/10/2016	08/19/2016	81	20,250.00	Basic Life - OTS Retiree
F	07/10/2016	08/19/2016	81	53.26	Basic Life - OTS Retiree
M	08/12/2016	09/08/2016	84	300,000.00	Basic Life - OTS Retiree
M	08/05/2016	09/30/2016	68	115,000.00	Basic Life - OTS Retiree
M	08/05/2016	10/12/2016	62	98,000.00	Basic Life - OCC Retiree
F	09/01/2016	10/20/2016	60	128,000.00	Dependent Life Spouse
F	09/01/2016	10/20/2016	60	85.92	Dependent Life Spouse
F	09/01/2016	10/20/2016	60	25,000.00	Dependent Life Family
F	09/01/2016	10/20/2016	60	16.78	Dependent Life Family
M	05/25/2016	10/21/2016	84	22,000.00	Basic Life - OCC Retiree
F	09/07/2016	11/07/2016	88	5,250.00	Basic Life - OCC Retiree
M	11/02/2016	12/02/2016	81	110,000.00	Basic Life - OTS Retiree
F	10/17/2016	12/27/2016	88	7,250.00	Basic Life - OCC Retiree
M	10/27/2016	01/13/2017	72	23,250.00	Basic Life - OCC Retiree
M	10/27/2016	01/13/2017	72	32.79	Basic Life - OCC Retiree
M	09/16/2016	01/17/2017	68	75,000.00	Basic Life - OTS Retiree
M	09/15/2016	01/30/2017	85	43,000.00	Basic Life - OTS Retiree
M	01/03/2017	02/16/2017	71	48,500.00	Basic Life - OTS Retiree
M	02/01/2017	02/22/2017	80	20,750.00	Basic Life - OCC Retiree
M	01/25/2017	02/23/2017	76	72,500.00	Basic Life - OTS Retiree
M	02/14/2017	04/10/2017	72	50,000.00	Basic Life - OCC Retiree
M	04/09/2017	05/03/2017	67	237,000.00	Basic Life - OTS Retiree
M	05/07/2017	06/02/2017	72	123,000.00	Basic Life - OTS Retiree
M	05/07/2017	06/02/2017	72	43.80	Basic Life - OTS Retiree
M	11/06/2016	06/05/2017	84	33,000.00	Basic Life - OTS Retiree
M	06/07/2017	07/17/2017	68	775,000.00	Basic Life - OTS Retiree
F	07/23/2017	08/09/2017	74	19,000.00	Basic Life - OTS Retiree
M	05/10/2017	09/06/2017	79	21,166.66	Basic Life - OCC Retiree
F	08/19/2017	09/19/2017	55	177,000.00	Dependent Life Spouse
F	08/19/2017	09/19/2017	55	25,000.00	Dependent Life Family
M	08/03/2017	09/28/2017	59	210,000.00	Optional Life EE
M	08/03/2017	09/28/2017	59	182,700.00	Basic Life - Active
F	08/29/2017	09/28/2017	70	11,250.00	Basic Life - OCC Retiree
F	09/05/2017	10/04/2017	60	200,000.00	Basic Life - OCC Retiree
F	06/27/2017	10/26/2017	85	8,250.00	Basic Life - OCC Retiree
F	06/27/2017	10/26/2017	85	284.79	Basic Life - OCC Retiree
F	09/24/2017	10/26/2017	74	22,750.00	Basic Life - OTS Retiree
F	10/03/2017	10/26/2017	79	10,250.00	Basic Life - OTS Retiree
M	09/29/2017	11/06/2017	70	31,000.00	Basic Life - OCC Retiree
M	11/01/2017	11/29/2017	75	9,000.00	Basic Life - OCC Retiree
M	08/03/2017	12/08/2017	59	90,000.00	Optional Life EE
M	08/03/2017	12/08/2017	59	78,300.00	Basic Life - Active
M	10/10/2017	12/08/2017	90	51,500.00	Basic Life - OTS Retiree
M	10/26/2017	12/14/2017	63	148,000.00	Basic Life - OCC Retiree
M	09/10/2017	12/19/2017	81	17,500.00	Basic Life - OCC Retiree
F	11/13/2017	12/20/2017	55	25,000.00	Dependent Life Family
M	06/17/2017	12/29/2017	82	4,296.00	Basic Life - OTS Retiree
M	06/17/2017	12/29/2017	82	73,000.00	Basic Life - OTS Retiree
F	11/13/2017	01/04/2018	55	261,000.00	Dependent Life Spouse
M	06/17/2017	01/12/2018	82	73,000.00	Basic Life - OTS Retiree
M	06/17/2017	01/12/2018	82	4,632.00	Basic Life - OTS Retiree
M	12/08/2017	01/19/2018	59	100,000.00	Dependent Life Spouse
M	12/08/2017	01/19/2018	59	25,000.00	Dependent Life Family
M	01/04/2018	02/01/2018	81	34,000.00	Basic Life - OTS Retiree
M	05/10/2017	02/06/2018	79	10,583.34	Basic Life - OCC Retiree
M	01/11/2018	02/06/2018	77	14,500.00	Basic Life - OCC Retiree
M	09/29/2017	02/07/2018	70	241,000.00	Basic Life - OTS Retiree
M	01/07/2018	02/08/2018	77	166,000.00	Basic Life - OTS Retiree
M	01/07/2018	02/08/2018	77	244.50	Basic Life - OTS Retiree
M	01/04/2018	02/14/2018	81	20,400.00	Basic Life - OTS Retiree
M	12/28/2017	02/21/2018	72	20,250.00	Basic Life - OCC Retiree
M	01/14/2018	03/12/2018	74	24,000.00	Basic Life - OCC Retiree
M	01/23/2018	03/15/2018	80	189,000.00	Basic Life - OTS Retiree
F	04/13/2015	03/26/2018	60	194,000.00	Basic Life - OCC Retiree
M	09/18/2017	04/05/2018	81	24,500.00	Basic Life - OCC Retiree
M	02/13/2018	04/12/2018	63	4,368.65	Basic Life - OTS Retiree
M	02/13/2018	04/20/2018	63	88,631.35	Basic Life - OTS Retiree
F	04/25/2017	05/01/2018	86	6,500.00	Basic Life - OCC Retiree
M	05/06/2018	05/25/2018	77	172,000.00	Basic Life - OTS Retiree
M	02/20/2018	06/01/2018	80	20,500.00	Basic Life - OCC Retiree
M	01/03/2018	06/22/2018	86	18,500.00	Basic Life - OCC Retiree
F	05/30/2018	06/29/2018	65	121,000.00	Dependent Life Spouse
M	07/04/2018	07/24/2018	86	189,000.00	Basic Life - OTS Retiree
F	07/05/2018	07/25/2018	70	7,750.00	Basic Life - OCC Retiree
M	01/04/2018	08/09/2018	81	13,600.00	Basic Life - OTS Retiree
M	01/04/2018	08/09/2018	81	321.93	Basic Life - OTS Retiree
M	07/09/2018	08/21/2018	53	150,000.00	Basic Life - Active
F	07/22/2018	08/29/2018	80	14,500.00	Basic Life - OTS Retiree
F	09/04/2018	09/27/2018	68	45,500.00	Basic Life - OTS Retiree
F	10/02/2017	10/17/2018	62	50,000.00	Optional Life EE
F	10/02/2017	10/17/2018	62	34,000.00	Basic Life - Active
F	09/13/2018	10/18/2018	86	16,312.50	Basic Life - OTS Retiree
F	10/02/2017	10/26/2018	62	50,000.00	Optional Life EE
F	10/02/2017	10/26/2018	62	34,000.00	Basic Life - Active
F	09/13/2018	11/01/2018	86	5,437.50	Basic Life - OTS Retiree
M	09/14/2018	11/02/2018	81	6,062.50	Basic Life - OTS Retiree
M	09/14/2018	11/13/2018	81	6,062.50	Basic Life - OTS Retiree
M	09/14/2018	11/20/2018	81	6,062.50	Basic Life - OTS Retiree
M	06/05/2018	11/30/2018	70	41,250.00	Basic Life - OCC Retiree
M	06/05/2018	11/30/2018	70	100.58	Basic Life - OCC Retiree
M	09/14/2018	12/07/2018	81	167.42	Basic Life - OTS Retiree
M	09/14/2018	12/07/2018	81	6,062.50	Basic Life - OTS Retiree
F	10/30/2018	12/10/2018	74	74,000.00	Basic Life - OTS Retiree
M	09/11/2018	12/14/2018	53	74.68	Basic Life - OTS Retiree
M	09/11/2018	12/14/2018	53	58,000.00	Basic Life - OTS Retiree
M	08/20/2014	12/20/2018	65	500.00	Basic Life - OCC Retiree
M	11/05/2018	12/31/2018	85	13,375.00	Basic Life - OTS Retiree
M	12/31/2018	01/22/2019	65	27,500.00	Basic Life - OCC Retiree
M	11/08/2018	01/22/2019	84	56,500.00	Basic Life - OTS Retiree
M	11/05/2018	01/30/2019	85	13,375.00	Basic Life - OTS Retiree
F	01/27/2019	02/19/2019	72	29,000.00	Basic Life - OCC Retiree
F	11/19/2018	03/04/2019	50	70,948.15	Dependent Life Spouse
F	11/19/2018	03/04/2019	50	25,000.00	Dependent Life Family
F	12/24/2018	04/01/2019	71	5,750.00	Basic Life - OCC Retiree
F	12/24/2018	04/19/2019	71	11,500.00	Basic Life - OCC Retiree
M	10/21/2018	04/25/2019	78	183,000.00	Basic Life - OTS Retiree
M	04/12/2019	05/03/2019	60	258,000.00	Basic Life - Active
F	12/24/2018	05/15/2019	71	5,750.00	Basic Life - OCC Retiree
F	03/31/2019	05/23/2019	66	46,500.00	Dependent Life Spouse
M	04/21/2019	06/11/2019	72	17,125.00	Basic Life - OCC Retiree
F	04/21/2019	06/11/2019	59	257,000.00	Basic Life - OCC Retiree
M	04/21/2019	06/18/2019	72	17,125.00	Basic Life - OCC Retiree
M	03/13/2019	06/21/2019	63	140,000.00	Basic Life - OCC Retiree
M	03/13/2019	06/24/2019	93	174.00	Basic Life - OTS Retiree
M	03/13/2019	06/24/2019	93	36,500.00	Basic Life - OTS Retiree
F	05/28/2019	07/12/2019	83	73,000.00	Dependent Life Spouse - OTS Retiree
F	04/28/2019	08/02/2019	71	55,000.00	Basic Life - OTS Retiree
F	04/28/2019	08/09/2019	71	55,000.00	Basic Life - OTS Retiree
M	05/30/2019	08/22/2019	76	37,750.00	Basic Life - OTS Retiree
M	07/16/2019	08/27/2019	68	31,750.00	Basic Life - OCC Retiree
M	07/16/2019	08/27/2019	68	77.82	Basic Life - OCC Retiree
F	08/15/2019	09/12/2019	60	133,500.00	Dependent Life Spouse
M	02/09/2019	09/18/2019	82	37,250.00	Basic Life - OTS Retiree
M	04/21/2019	10/03/2019	72	17,125.00	Basic Life - OCC Retiree
F	09/15/2019	10/09/2019	66	15,375.00	Dependent Life Spouse - OTS Retiree
F	08/28/2019	10/25/2019	45	158,000.00	Dependent Life Spouse
F	08/28/2019	10/25/2019	45	25,000.00	Dependent Life Family
M	11/01/2019	11/01/2019	67	57,500.00	Optional Life EE
F	07/31/2019	11/05/2019	48	10,000.00	Dependent Life Family
M	04/21/2019	11/14/2019	72	-12,843.75	Basic Life - OCC Retiree
M	10/21/2019	11/27/2019	78	27,750.00	Basic Life - OTS Retiree
M	11/25/2019	12/31/2019	71	43,000.00	Basic Life - OTS Retiree
M	12/30/2019	01/23/2020	62	162,000.00	Basic Life - OCC Retiree
M	12/21/2019	01/30/2020	67	194,000.00	Basic Life - OTS Retiree
M	10/27/2019	02/13/2020	67	42,500.00	Basic Life - OCC Retiree
M	12/26/2019	02/13/2020	79	208,000.00	Basic Life - OTS Retiree
M	12/26/2019	02/13/2020	79	2,256.65	Basic Life - OTS Retiree
M	01/14/2020	02/18/2020	75	55,250.00	Basic Life - OTS Retiree
F	01/21/2020	02/19/2020	43	12,500.00	Dependent Life Family
M	02/05/2020	02/28/2020	81	20,000.00	Basic Life - OCC Retiree
M	01/07/2020	04/13/2020	73	11,250.00	Basic Life - OCC Retiree
M	03/06/2020	04/16/2020	60	100,000.00	Optional Life EE
M	03/06/2020	04/16/2020	60	150,000.00	Basic Life - Active
M	03/04/2020	04/16/2020	67	41,250.00	Basic Life - OCC Retiree
M	03/13/2020	04/22/2020	66	26,500.00	Basic Life - OCC Retiree
F	02/13/2020	04/24/2020	73	21,000.00	Basic Life - OCC Retiree
M	02/21/2020	04/28/2020	91	12,750.00	Basic Life - OTS Retiree
F	04/07/2020	05/01/2020	75	7,400.00	Basic Life - OCC Retiree
F	04/07/2020	05/07/2020	75	11,100.00	Basic Life - OCC Retiree
M	04/08/2020	05/11/2020	61	500,000.00	Optional Life EE
M	04/08/2020	05/11/2020	61	269,000.00	Basic Life - Active
M	09/28/2019	05/13/2020	89	17,000.00	Basic Life - OCC Retiree
M	04/07/2020	06/02/2020	78	300,000.00	Basic Life - OTS Retiree
M	03/09/2019	06/05/2020	83	55,000.00	Basic Life - OTS Retiree
M	04/27/2020	06/19/2020	60	138,000.00	Basic Life - Active
M	06/12/2020	07/15/2020	87	255,000.00	Basic Life - OTS Retiree
M	06/04/2020	07/22/2020	94	17,250.00	Basic Life - OTS Retiree
M	06/12/2020	07/27/2020	87	45,000.00	Basic Life - OTS Retiree
F	11/21/2019	08/06/2020	68	63,000.00	Basic Life - OTS Retiree
F	11/21/2019	08/06/2020	68	655.89	Basic Life - OTS Retiree
M	06/24/2020	08/11/2020	81	20,000.00	Basic Life - OCC Retiree
F	11/21/2019	08/14/2020	68	21,000.00	Basic Life - OTS Retiree
F	11/21/2019	08/14/2020	68	230.14	Basic Life - OTS Retiree
F	04/21/2020	09/09/2020	89	12,250.00	Basic Life - OTS Retiree
M	08/25/2020	09/22/2020	89	49,250.00	Basic Life - OTS Retiree

Date Paid Totals

Attachment 5 - Technical Exhibit OCC Life Claims - Jan 2016 thru Sept 2020
	RFQ: 2031JW21Q00092
Total Claims by Date Paid
2016	$2,492,555.82
2017	$2,916,324.04
2018	$2,655,749.45
2019	$1,964,981.22
2020	$2,840,392.68
2016	Basic Life Actives	$377,720.62
2016	Basic Life - OCC Retiree	$237,634.72
2016	Basic Life - OTS Retiree	$1,349,803.26
2016	Dependent Life Family	$35,016.78
2016	Dependent Life Spouse	$128,085.92
2016	Dependent Life Spouse - OTS Retiree	$63,000.00
2016	Optional Life EE	$301,294.52
2017	Basic Life Actives	$261,000.00
2017	Basic Life - OCC Retiree	$540,484.24
2017	Basic Life - OTS Retiree	$1,587,839.80
2017	Dependent Life Family	$50,000.00
2017	Dependent Life Spouse	$177,000.00
2017	Dependent Life Spouse - OTS Retiree	$0.00
2017	Optional Life EE	$300,000.00
2018	Basic Life Actives	$218,000.00
2018	Basic Life - OCC Retiree	$382,933.92
2018	Basic Life - OTS Retiree	$1,447,815.53
2018	Dependent Life Family	$25,000.00
2018	Dependent Life Spouse	$482,000.00
2018	Dependent Life Spouse - OTS Retiree	$0.00
2018	Optional Life EE	$100,000.00
2019	Basic Life Actives	$258,000.00
2019	Basic Life - OCC Retiree	$546,859.07
2019	Basic Life - OTS Retiree	$545,299.00
2019	Dependent Life Family	$60,000.00
2019	Dependent Life Spouse	$408,948.15
2019	Dependent Life Spouse - OTS Retiree	$88,375.00
2019	Optional Life EE	$57,500.00
2020	Basic Life Actives	$557,000.00
2020	Basic Life - OCC Retiree	$380,000.00
2020	Basic Life - OTS Retiree	$1,290,892.68
2020	Dependent Life Family	$12,500.00
2020	Dependent Life Spouse	$0.00
2020	Dependent Life Spouse - OTS Retiree	$0.00
2020	Optional Life EE	$600,000.00

File details come from the government source that posted it. Updated Jun 8, 2021.