Attachment 5- Technical Exhibit OCC Life Claims September 2021 through December 2023.xlsx
XLSX spreadsheet 20 KB Posted
- Attached to
- OCC's Group Life Insurance Services
- Solicitation number
- 2031JW24N00005
About this file
This document appears to be an attachment containing claim data related to a federal contract opportunity for the Office of the Comptroller of the Currency's (OCC) group life insurance services.
The attachment includes detailed claim information such as claim amounts, dates, and types for OCC active employees, OCC retirees, and OTS retirees under various life insurance coverages (basic life, dependent life, optional life) from Q4 2021 through 2023. The data shows total projected claims by year and provides sample individual claim details. The related federal contract opportunity is a pre-solicitation for OCC's group life insurance services, seeking capabilities and qualifications from interested sources to underwrite and administer the program. The primary NAICS code is 524113 - Direct Life Insurance Carriers. This pre-solicitation does not commit OCC to issuing a solicitation or awarding a contract.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment 4 - Technical Exhibt Affidavit of Domestic Partnership.pdf | ||
| Attachment 6- Technicla Exhibit OFR Census.xlsx | XLSX spreadsheet | |
| SSN 2031JW24N00005-Life Ins_final2.pdf | ||
| Attachment 3 - Technical Exhibit Retiree Census - 02292024.xlsx | XLSX spreadsheet | |
| Attachment 1-Blank OCC Group Life Pricing Structure.pdf | ||
| Attachment 2 - Technical Exhibit Active Employee Census Data.xlsx | XLSX spreadsheet |
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Text version
Total Claims
| Total Claim by Year | ||
| Q4 2021 | Basic Life Actives | $435,948.98 |
| Q4 2021 | Basic Life - OCC Retiree | $40,510.27 |
| Q4 2021 | Basic Life - OTS Retiree | $181,750.00 |
| Q4 2021 | Dependent Life Family | $25,000.00 |
| Q4 2021 | Dependent Life Spouse-OCC | $181,000.00 |
| Q4 2021 | Dependent Life Spouse - OTS Retiree | $0.00 |
| Q4 2021 | Optional Life EE | $775,000.00 |
| 2022 | Basic Life Actives | $162,000.00 |
| 2022 | Basic Life - OCC Retiree | $971,145.00 |
| 2022 | Basic Life - OTS Retiree | $495,042.00 |
| 2022 | Dependent Life Family | $25,000.00 |
| 2022 | Dependent Life Spouse | $673,000.00 |
| 2022 | Dependent Life Spouse - OTS Retiree | $0.00 |
| 2022 | Optional Life EE | $300,000.00 |
| 2023 | Basic Life Actives | $326,000.00 |
| 2023 | Basic Life - OCC Retiree | $763,000.00 |
| 2023 | Basic Life - OTS Retiree | $1,149,416.00 |
| 2023 | Dependent Life Family | $67,585.00 |
| 2023 | Dependent Life Spouse | $567,000.00 |
| 2023 | Dependent Life Spouse - OTS Retiree | $181,000.00 |
| 2023 | Optional Life EE | $800,000.00 |
| 2024 | Basic Life Actives | No data available |
| 2024 | Basic Life - OCC Retiree | |
| 2024 | Basic Life - OTS Retiree | |
| 2024 | Dependent Life Family | |
| 2024 | Dependent Life Spouse | |
| 2024 | Dependent Life Spouse - OTS Retiree | |
| 2024 | Optional Life EE |
Claim Data
| Gender | Date Incurred | Date Paid | Age | Claim Amount (Including Interest) | Claim Type | |
| M | 7/27/20 | 7/9/21 | 84 | $ 20,000.00 | Basic Life- OCC Retiree | |
| M | 5/14/21 | 7/14/21 | 67 | $ 22,220.60 | Basic Life- OCC Retiree | |
| M | 4/30/21 | 7/22/21 | 86 | $ 9,250.00 | Basic Life- OCC Retiree | |
| m | 4/23/20 | 8/9/21 | 68 | $ 39,500.00 | Basic Life- OCC Retiree | |
| M | 8/9/21 | 9/8/21 | 86 | $ 65,000.00 | Basic Life- OCC Retiree | |
| F | 7/28/21 | 9/15/21 | 56 | $ 25,051.02 | Basic Life Active | |
| M | 9/2/21 | 9/24/21 | 96 | $ 300,000.00 | Dependent Life Spouse | |
| M | 4/26/21 | 10/14/21 | 58 | $ 156,000.00 | Basic Life Active | |
| M | 4/26/21 | 10/14/21 | 58 | $ 25,000.00 | Optional Life | |
| F | 7/28/21 | 10/22/21 | 56 | $ 124,948.98 | Basic Life Active | |
| F | 7/28/21 | 10/22/21 | 56 | $ 500,000.00 | Optional Life | |
| F | 9/21/21 | 11/2/21 | 82 | $ 4,625.00 | Basic Life- OCC Retiree | |
| F | 9/21/21 | 11/8/21 | 82 | $ 4,625.00 | Basic Life- OCC Retiree | |
| M | 10/31/21 | 11/24/21 | 84 | $ 31,260.27 | Basic Life- OCC Retiree | |
| M | 10/5/21 | 12/2/21 | 89 | $ 127,000.00 | Basic Life- OTS Retiree | |
| F | 8/4/21 | 12/7/21 | 61 | $ 100,750.00 | Basic Life Active | |
| F | 8/4/21 | 12/7/21 | 61 | $ 162,500.00 | Optional Life | |
| F | 8/4/21 | 12/9/21 | 61 | $ 54,250.00 | Basic Life Active | |
| F | 8/4/21 | 12/9/21 | 61 | $ 87,500.00 | Optional Life | |
| M | 11/12/21 | 12/20/21 | 85 | $ 54,750.00 | Basic Life- OTS Retiree | |
| M | 11/10/21 | 12/31/21 | 65 | $ 181,000.00 | Dependent Life Spouse | |
| M | 11/10/21 | 12/31/21 | 65 | $ 25,000.00 | Dependent Life Family | |
| F | 11/26/21 | 1/5/22 | 67 | $ 162,000.00 | Basic Life OCC Active | |
| F | 11/26/21 | 1/5/22 | 67 | $ 300,000.00 | Optional Life | |
| M | 11/10/21 | 1/13/22 | 83 | $ 57,250.00 | Basic Life- OTS Retiree | |
| M | 11/25/21 | 1/24/22 | 57 | $ 86,000.00 | Dependent Life Spouse | |
| M | 12/22/21 | 1/28/22 | 63 | $ 300,000.00 | Basic Life- OCC Retiree | |
| F | 12/2/21 | 2/2/22 | 82 | $ 10,500.00 | Basic Life-OTS Retiree | |
| F | 12/3/21 | 2/4/22 | 58 | $ 199,000.00 | Dependent Life Spouse | |
| F | 1/19/22 | 2/17/22 | 90 | $ 8,125.00 | Basic Life- OTS Retiree | |
| F | 2/7/22 | 3/3/22 | 80 | $ 13,000.00 | Basic Life- OTS Retiree | |
| F | 1/19/22 | 3/4/22 | 90 | $ 8,125.00 | Basic Life- OTS Retiree | |
| M | 12/25/21 | 3/17/22 | 79 | $ 32,250.00 | Basic Life- OCC Retiree | |
| M | 1/20/22 | 3/23/22 | 77 | $ 75,000.00 | Basic Life- OCC Retiree | |
| M | 5/8/21 | 3/23/22 | 79 | $ 75,000.00 | Basic Life- OCC Retiree | |
| M | 1/3/22 | 3/24/22 | 88 | $ 75,000.00 | Basic Life- OCC Retiree | |
| F | 1/20/22 | 3/25/22 | 50 | $ 121,000.00 | Dependent Life Spouse | |
| M | 2/2/22 | 3/31/22 | 69 | $ 37,500.00 | Basic Life- OCC Retiree | |
| F | 1/20/22 | 4/13/22 | 50 | $ 25,000.00 | Dependent Life Family | |
| M | 7/12/21 | 4/25/22 | 86 | $ 4,812.50 | Basic Life- OTS Retiree | |
| M | 8/31/21 | 4/28/22 | 85 | $ 24,750.00 | Basic Life-OTS Retiree | |
| F | 7/28/21 | 5/3/22 | 59 | $ 50,000.00 | Basic Life- OCC Retiree | |
| M | 4/11/22 | 5/6/22 | 82 | $ 24,000.00 | Basic Life- OCC Retiree | |
| M | 4/16/22 | 5/17/22 | 86 | $ 26,500.00 | Basic Life- OTS Retiree | |
| F | 3/8/22 | 5/26/22 | 54 | $ 267,000.00 | Dependent Life Spouse | |
| M | 7/12/21 | 5/31/22 | 86 | $ 4,812.50 | Basic Life- OTS Retiree | |
| M | 7/12/21 | 6/1/22 | 86 | $ 4,812.50 | Basic Life- OTS Retiree | |
| M | 5/13/22 | 6/2/22 | 80 | $ 33,750.00 | Basic Life- OTS Retiree | |
| M | 4/16/22 | 6/10/22 | 64 | $ 50,000.00 | Basic Life- OCC Retiree | |
| M | 7/12/21 | 6/17/22 | 86 | $ 4,812.50 | Basic Life-OTS Retiree | |
| M | 5/6/22 | 6/24/22 | 74 | $ 47,500.00 | Basic Life- OCC Retiree | |
| M | 1/3/22 | 6/30/22 | 88 | $ (75,000.00) | Basic Life-OCC Retiree | Corrected Payment- Reissued |
| M | 5/5/22 | 7/6/22 | 85 | $ 45,750.00 | Basic Life- OTS Retiree | |
| M | 3/25/22 | 7/15/22 | 76 | $ 37,750.00 | Basic Life- OTS Retiree | |
| M | 4/24/22 | 7/18/22 | 86 | $ 108,000.00 | Basic Life- OTS Retiree | |
| M | 2/1/22 | 8/29/22 | 79 | $ 12,375.00 | Basic Life- OCC Retiree | |
| M | 2/1/22 | 9/14/22 | 79 | $ 12,375.00 | Basic Life- OCC Retiree | |
| M | 5/28/22 | 9/19/22 | 62 | $ 50,000.00 | Basic Life- OCC Retiree | |
| M | 1/3/22 | 9/23/22 | 88 | $ 75,000.00 | Basic Life- OCC Retiree | |
| M | 6/7/22 | 9/27/22 | 80 | $ 21,750.00 | Basic Life-OCC Retiree | |
| F | 9/4/22 | 10/6/22 | 64 | $ 50,394.52 | Basic Life- OCC Retiree | |
| M | 8/20/22 | 10/13/22 | 74 | $ 42,250.00 | Basic Life- OTS Retiree | |
| M | 12/4/21 | 10/21/22 | 79 | $ 34,750.00 | Basic Life- OTS Retiree | |
| M | 9/8/22 | 10/28/22 | 76 | $ 58,250.00 | Basic Life- OCC Retiree | |
| F | 6/29/22 | 11/4/22 | 87 | $ 12,250.00 | Basic Life-OTS Retiree | |
| F | 10/25/22 | 11/25/22 | 82 | $ 8,691.69 | Basic Life- OTS Retiree | |
| F | 10/25/22 | 12/6/22 | 82 | $ 4,350.28 | Basic Life- OTS Retiree | |
| M | 11/25/22 | 1/4/23 | 60 | $ 111,000.00 | Dependent Life Spouse | |
| M | 11/25/22 | 1/4/23 | 60 | $ 25,000.00 | Dependent Life Family | |
| M | 5/31/22 | 1/17/23 | 86 | $ 35,500.00 | Basic Life- OTS Retiree | |
| M | 12/7/22 | 1/23/23 | 84 | $ 25,016.00 | Basic Life- OTS Retiree | |
| M | 12/17/22 | 1/24/23 | 89 | $ 40,000.00 | Basic Life- OTS Retiree | |
| M | 11/18/22 | 1/31/23 | 40 | $ 152,000.00 | Basic Life- OCC Active | |
| M | 11/18/22 | 1/31/23 | 40 | $ 500,000.00 | Optional Life | |
| M | 12/21/22 | 2/2/23 | 27 | $ 5,026.80 | Dependent Life Family | |
| F | 1/27/23 | 2/21/23 | 71 | $ 71,369.00 | Basic Life- OTS Retiree | |
| M | 1/29/23 | 2/21/23 | 87 | $ 39,750.00 | Basic Life- OTS Retiree | |
| F | 1/27/23 | 2/24/23 | 71 | $ 35,631.00 | Basic Life- OTS Retiree | |
| M | 1/6/23 | 3/2/23 | 82 | $ 54,000.00 | Basic Life- OTS Retiree | |
| M | 12/23/22 | 3/13/23 | 80 | $ 12,750.00 | Basic Life- OCC Retiree | |
| M | 7/24/22 | 3/14/23 | 70 | $ 48,000.00 | Basic Life- OCC Retiree | |
| M | 1/10/23 | 3/16/23 | 80 | $ 19,500.00 | Basic Life- OCC Retiree | |
| M | 12/29/22 | 3/20/23 | 64 | $ 87,000.00 | Basic Life- OCC Active | |
| M | 12/29/22 | 3/20/23 | 64 | $ 150,000.00 | Optional Life | |
| M | 10/10/22 | 3/23/23 | 84 | $ 57,500.00 | Basic Life- OTS Retiree | |
| M | 2/28/23 | 3/24/23 | 72 | $ 41,000.00 | Basic Life- OCC Retiree | |
| F | 1/18/23 | 3/24/23 | 88 | $ 6,750.00 | Basic Life- OCC Retiree | |
| F | 1/18/23 | 3/30/23 | 88 | $ 2,250.00 | Basic Life- OCC Retiree | |
| M | 12/29/22 | 4/10/23 | 64 | $ 87,000.00 | Basic Life- OCC Active | |
| M | 12/29/22 | 4/10/23 | 64 | $ 150,000.00 | Optional Life | |
| F | 1/15/23 | 4/21/23 | 77 | $ 20,250.00 | Basic Life- OCC Retiree | |
| M | 3/8/23 | 5/9/23 | 76 | $ 271,000.00 | Basic Life- OTS Retiree | |
| M | 8/10/22 | 5/23/23 | 69 | $ 36,500.00 | Basic Life- OCC Retiree | |
| F | 10/22/22 | 6/5/23 | 70 | $ 87,250.00 | Basic Life- OTS Retiree | |
| M | 4/11/23 | 6/12/23 | 59 | $ 189,000.00 | Basic Life- OCC Retiree | |
| M | 4/23/23 | 6/13/23 | 93 | $ 28,750.00 | Basic Life- OTS Retiree | |
| M | 12/9/22 | 6/23/23 | 70 | $ 30,192.41 | Basic Life- OTS Retiree | |
| M | 12/9/22 | 6/27/23 | 70 | $ 30,211.64 | Basic Life- OTS Retiree | |
| M | 1/12/22 | 7/17/23 | 84 | $ 31,000.00 | Basic Life- OTS Retiree | |
| M | 6/30/23 | 8/7/23 | 21 | $ 12,557.65 | Dependent Life Family | |
| F | 1/8/23 | 8/15/23 | 81 | $ 58,500.00 | Basic Life- OCC Retiree | |
| F | 7/17/23 | 8/16/23 | 73 | $ 181,000.00 | Dependent Life Spouse | |
| F | 7/11/23 | 8/21/23 | 83 | $ 9,333.33 | Basic Life- OCC Retiree | |
| F | 7/11/23 | 9/6/23 | 83 | $ 4,667.67 | Basic Life- OCC Retiree | |
| M | 8/6/23 | 9/27/23 | 83 | $ 24,500.00 | Basic Life- OCC Retiree | |
| F | 12/25/22 | 10/4/23 | 65 | $ 72,000.00 | Basic Life- OCC Retiree | |
| F | 9/15/23 | 10/12/23 | 82 | $ 15,750.00 | Basic Life- OCC Retiree | |
| M | 8/22/23 | 10/13/23 | 82 | $ 24,250.00 | Basic Life- OCC Retiree | |
| F | 6/18/21 | 10/18/23 | 70 | $ 50,000.00 | Basic Life- OCC Retiree | |
| F | 5/14/22 | 10/30/23 | 72 | $ 16,200.00 | Basic Life- OTS Retiree | |
| F | 7/31/23 | 11/3/23 | 71 | $ 21,333.33 | Basic Life- OCC Retiree | |
| F | 10/6/23 | 11/3/23 | 77 | $ 273,000.00 | Dependent Life Spouse | |
| F | 10/1/23 | 11/8/23 | 37 | $ 183,000.00 | Dependent Life Spouse | |
| F | 10/1/23 | 11/8/23 | 37 | $ 25,000.00 | Dependent Life Family | |
| M | 10/19/23 | 11/15/23 | 87 | $ 76,795.39 | Basic Life- OTS Retiree | |
| F | 10/15/23 | 11/21/23 | 80 | $ 21,250.00 | Basic Life- OCC Retiree | |
| M | 10/11/23 | 11/22/23 | 75 | $ 152,000.00 | Basic Life- OTS Retiree | |
| F | 7/31/23 | 11/29/23 | 71 | $ 10,666.67 | Basic Life- OCC Retiree | |
| M | 10/21/23 | 12/1/23 | 70 | $ 31,000.00 | Basic Life- OCC Retiree | |
| M | 9/26/23 | 12/11/23 | 82 | $ 21,750.00 | Basic Life- OCC Retiree | |
| M | 10/24/23 | 12/15/23 | 76 | $ 22,000.00 | Basic Life- OCC Retiree | |
| F | 11/5/23 | 12/18/23 | 79 | $ 61,250.00 | Basic Life- OTS Retiree | |
| F | 9/22/23 | 12/29/23 | 80 | $ 6,000.00 | Basic Life- OTS Retiree |
File details come from the government source that posted it. Updated .