B2__Life_Experience(6009512.1).xlsx

XLSX spreadsheet 226 KB Posted Oct 14, 2026

Attached to: Employee Benefits- Life/STD/FSA/HSA/COBRA
Solicitation number: 27-011CH-32RFP
Issued by: Maricopa County, Tucson City, Arizona

About this file

Written by GovTribe AI · Oct 29, 2026

This file contains a Life Client Experience Report and Life Claim History Report for Tempe Union High School District (Group 700983), provided by Voya Employee Benefits as of September 14, 2026. The reports detail employee benefits experience across multiple coverage types including Basic Life, Supplemental Life, Basic Accidental Death & Dismemberment (AD&D), Supplemental AD&D, and Dependent Life insurance. The data spans the period from July 2022 through June 2026, organized by annual benefit periods and monthly breakdowns. The Life Claim History Report documents 16 individual claims processed during the reporting period, with claim IDs, incurred dates, received dates, claim statuses (paid, denied, or closed), face amounts, benefit amounts, and interest paid.

The experience data shows total premiums of $655,989.70 across all coverage types during the four-year period, with total paid claims of $728,481.38 and total pending claims of $0.00. The district maintained an average of 1,220 covered lives under Basic Life coverage with average face amounts of $58,014,021. Claims paid include Basic Life benefits totaling $508,277.89, Supplemental Life benefits of $120,089.68, and Accidental Death & Dismemberment benefits of $50,123.13. The number of enrolled lives fluctuated across periods, ranging from approximately 1,146 to 1,278 employees under Basic Life coverage. The district's claims experience demonstrates relatively modest paid claim activity relative to premium payments, with interest earnings of $990.70 on life insurance claims during the reporting period.

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Other files

File	Type	Posted
Employee_Benefits-_Life_STD_FSA_HSA_COBRA_(Addendum_#1_Revision).pdf	PDF	Oct 29, 2026
Employee_Benefits-_Life_STD_FSA_HSA_COBRA.pdf	PDF	Oct 20, 2026
B6__Flex_Document(6009515.1).pdf	PDF	Oct 14, 2026
Attachment_B5__FSA_Utilization(6008907.1).docx	DOCX document	Oct 14, 2026
B4__STD_Experience(6009514.1).xlsx	XLSX spreadsheet	Oct 14, 2026
B3__STD_Booklet(6009513.1).pdf	PDF	Oct 14, 2026
B1__Life_Certificate(6009511.1).pdf	PDF	Oct 14, 2026
2026_Life-STD-FSA-COBRA_RFP.xlsx	XLSX spreadsheet	Oct 14, 2026
00188_TUHSD_Life,_AD&D,_and_Disability_RFP_Financial_Workbook_2026(6007601.1).xlsx	XLSX spreadsheet	Oct 14, 2026
00188_TUHSD_FSA_HSA_COBRA_RFP_Financial_Workbook_2026(6007494.1).xlsx	XLSX spreadsheet	Oct 14, 2026
RFP,_TUHSD_00188,_Life,_STD,_COBRA,_FSA,_HSA_RFP_Background_and_SOW_2027(6007309.2).pdf	PDF	Oct 14, 2026

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Tempe Union High School District

Group: 700983

Life Client Experience Report - Paid Claims by Incurred Date

Run Date: 09/14/2026

The information in this report is provided solely for business purposes you have with Voya	®	Employee Benefits.
It may contain information on individuals. By accepting this report, you are agreeing not to disclose any private information on an individual to another party without a separate, written authorization from the individual.
PERSONAL AND CONFIDENTIAL

Life Client Experience Report S

Group: 700983 Tempe Union High School District

Basic Life

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$72,334.00	$200,372.03	$0.00	$0.00	1,230	51,083,333	0
07/2023 to 06/2024	$90,758.27	$50,015.72	$0.00	$0.00	1,278	63,904,167	1
07/2024 to 06/2025	$85,175.61	$125,191.16	$0.00	$0.00	1,224	60,136,875	2
07/2025 to 06/2026	$101,034.15	$182,716.75	$0.00	$0.00	1,146	56,931,708	3
Totals	$349,302.03	$558,295.66	$0.00		1,220	58,014,021

Supplemental Life

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$38,549.74	$0.00	$0.00	$0.00	228	18,543,500	0
07/2023 to 06/2024	$60,166.06	$20,006.29	$0.00	$0.00	214	25,062,600	1
07/2024 to 06/2025	$62,548.26	$0.00	$0.00	$0.00	205	24,265,033	2
07/2025 to 06/2026	$55,194.70	$100,083.39	$0.00	$0.00	174	21,688,733	3
Totals	$216,458.76	$120,089.68	$0.00		205	22,389,967

Basic AD&D

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$7,356.00	$0.00	$0.00	$0.00	1,230	51,083,333	0
07/2023 to 06/2024	$9,202.20	$0.00	$0.00	$0.00	1,278	63,904,167	1
07/2024 to 06/2025	$8,665.84	$50,123.13	$0.00	$0.00	1,224	60,136,875	2
07/2025 to 06/2026	$8,197.97	$0.00	$0.00	$0.00	1,146	56,931,458	3
Totals	$33,422.01	$50,123.13	$0.00		1,220	58,013,958

Supplemental AD&D

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$39.70	$0.00	$0.00	$0.00	221	0	0
07/2023 to 06/2024	$38.55	$0.00	$0.00	$0.00	214	0	1
07/2024 to 06/2025	$4,391.85	$0.00	$0.00	$0.00	204	6,173,483	2
07/2025 to 06/2026	$3,905.52	$0.00	$0.00	$0.00	174	21,697,891	3
Totals	$8,375.62	$0.00	$0.00		203	6,967,844

Dependent Life

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$8,019.09	$0.00	$0.00	$0.00	104	2,697,188	0
07/2023 to 06/2024	$12,038.51	$0.00	$0.00	$0.00	124	3,906,842	1
07/2024 to 06/2025	$14,329.31	$0.00	$0.00	$0.00	124	4,217,250	2
07/2025 to 06/2026	$13,442.00	$0.00	$0.00	$0.00	103	3,818,750	3
Totals	$47,828.91	$0.00	$0.00		114	3,660,007
No data found on Group: 700983

Life Client Exp Report Summary

Group: 700983 Tempe Union High School District

Account: 1 Tempe Union High School District

Basic AD&D

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$7,356.00	$0.00	$0.00	$0.00	1,230	51,083,333	0
07/2023 to 06/2024	$9,202.20	$0.00	$0.00	$0.00	1,278	63,904,167	1
07/2024 to 06/2025	$8,665.84	$50,123.13	$0.00	$0.00	1,224	60,136,875	2
07/2025 to 06/2026	$8,197.97	$0.00	$0.00	$0.00	1,146	56,931,458	3
Totals	$33,422.01	$50,123.13	$0.00		1,220	58,013,958

Basic Life

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$72,334.00	$200,372.03	$0.00	$0.00	1,230	51,083,333	0
07/2023 to 06/2024	$90,758.27	$50,015.72	$0.00	$0.00	1,278	63,904,167	1
07/2024 to 06/2025	$85,175.61	$125,191.16	$0.00	$0.00	1,224	60,136,875	2
07/2025 to 06/2026	$101,034.15	$182,716.75	$0.00	$0.00	1,146	56,931,708	3
Totals	$349,302.03	$558,295.66	$0.00		1,220	58,014,021

Dependent Life

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$8,019.09	$0.00	$0.00	$0.00	104	2,697,188	0
07/2023 to 06/2024	$12,038.51	$0.00	$0.00	$0.00	124	3,906,842	1
07/2024 to 06/2025	$14,329.31	$0.00	$0.00	$0.00	124	4,217,250	2
07/2025 to 06/2026	$13,442.00	$0.00	$0.00	$0.00	103	3,818,750	3
Totals	$47,828.91	$0.00	$0.00		114	3,660,007

Supplemental AD&D

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$39.70	$0.00	$0.00	$0.00	221	0	0
07/2023 to 06/2024	$38.55	$0.00	$0.00	$0.00	214	0	1
07/2024 to 06/2025	$4,391.85	$0.00	$0.00	$0.00	204	6,173,483	2
07/2025 to 06/2026	$3,905.52	$0.00	$0.00	$0.00	174	21,697,891	3
Totals	$8,375.62	$0.00	$0.00		203	6,967,844

Supplemental Life

Experience Period	Premium Paid	Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
07/2022 to 06/2023	$38,549.74	$0.00	$0.00	$0.00	228	18,543,500	0
07/2023 to 06/2024	$60,166.06	$20,006.29	$0.00	$0.00	214	25,062,600	1
07/2024 to 06/2025	$62,548.26	$0.00	$0.00	$0.00	205	24,265,033	2
07/2025 to 06/2026	$55,194.70	$100,083.39	$0.00	$0.00	174	21,688,733	3
Totals	$216,458.76	$120,089.68	$0.00		205	22,389,967
No data found on Group: 700983

Life Client Experience Report D

Group: 700983 Tempe Union High School District

	Basic Life
Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
0	7	2022	July	$5,959.00		$0.00	$0.00		1,150	50,500,000
0	8	2022	August	$6,785.00		$0.00	$0.00		1,150	57,500,000
0	9	2022	September	$5,959.00		$0.00	$0.00		1,150	50,500,000
0	10	2022	October	$5,959.00		$0.00	$0.00		1,241	50,500,000
0	11	2022	November	$5,959.00		$50,015.72	$0.00		1,256	50,500,000
0	12	2022	December	$5,959.00		$0.00	$0.00		1,254	50,500,000
0	1	2023	January	$5,959.00		$50,016.40	$0.00		1,263	50,500,000
0	2	2023	February	$5,959.00		$0.00	$0.00		1,265	50,500,000
0	3	2023	March	$5,959.00		$0.00	$0.00		1,265	50,500,000
0	4	2023	April	$5,959.00		$50,019.82	$0.00		1,274	50,500,000
0	5	2023	May	$5,959.00		$0.00	$0.00		1,273	50,500,000
0	6	2023	June	$5,959.00		$50,320.09	$0.00		1,220	50,500,000
		Total:		$72,334.00	$200,372.03		$0.00		1,230	51,083,333

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$7,056.40		$0.00	$0.00		1,196	59,800,000
1	8	2023	August	$7,003.30		$0.00	$0.00		1,187	59,350,000
1	9	2023	September	$7,487.10		$0.00	$0.00		1,269	63,450,000
1	10	2023	October	$7,670.00		$0.00	$0.00		1,300	65,000,000
1	11	2023	November	$7,711.30		$50,015.72	$0.00		1,307	65,350,000
1	12	2023	December	$7,717.20		$0.00	$0.00		1,308	65,400,000
1	1	2024	January	$7,740.80		$0.00	$0.00		1,312	65,600,000
1	2	2024	February	$7,764.40		$0.00	$0.00		1,316	65,800,000
1	3	2024	March	$7,711.30		$0.00	$0.00		1,307	65,350,000
1	4	2024	April	$7,981.27		$0.00	$0.00		1,307	65,350,000
1	5	2024	May	$7,729.00		$0.00	$0.00		1,310	65,500,000
1	6	2024	June	$7,186.20		$0.00	$0.00		1,218	60,900,000
		Total:		$90,758.27	$50,015.72		$0.00		1,278	63,904,167

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$6,890.31		$0.00	$0.00		1,192	58,392,500
2	8	2024	August	$6,931.61		$0.00	$0.00		1,199	58,742,500
2	9	2024	September	$7,058.46		$0.00	$0.00		1,220	59,817,500
2	10	2024	October	$7,137.82		$0.00	$0.00		1,234	60,490,000
2	11	2024	November	$7,181.18		$25,045.48	$0.00		1,241	60,857,500
2	12	2024	December	$7,234.28		$50,123.13	$0.00		1,250	61,307,500
2	1	2025	January	$7,163.78		$0.00	$0.00		1,236	60,710,000
2	2	2025	February	$7,084.13		$0.00	$0.00		1,222	60,035,000
2	3	2025	March	$7,086.19		$0.00	$0.00		1,222	60,052,500
2	4	2025	April	$7,094.16		$0.00	$0.00		1,223	60,120,000
2	5	2025	May	$7,137.82		$50,022.55	$0.00		1,226	60,305,000
2	6	2025	June	$7,175.87		$0.00	$0.00		1,226	60,812,500
		Total:		$85,175.61	$125,191.16		$0.00		1,224	60,136,875

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$8,200.31		$0.00	$0.00		1,116	55,407,500
3	8	2025	August	$8,100.41		$0.00	$0.00		1,103	54,732,500
3	9	2025	September	$8,359.41		$0.00	$0.00		1,137	56,482,500
3	10	2025	October	$8,507.85		$0.00	$0.00		1,157	57,485,500
3	11	2025	November	$8,551.81		$0.00	$0.00		1,164	57,782,500
3	12	2025	December	$8,588.81		$100,171.88	$0.00		1,168	58,032,500
3	1	2026	January	$8,559.21		$0.00	$0.00		1,164	57,832,500
3	2	2026	February	$8,522.21		$0.00	$0.00		1,159	57,582,500
3	3	2026	March	$8,482.65		$0.00	$0.00		1,164	57,832,500
3	4	2026	April	$8,432.30		$32,527.10	$0.00		1,146	56,975,000
3	5	2026	May	$8,528.50		$0.00	$0.00		1,159	57,625,000
3	6	2026	June	$8,200.68		$50,017.77	$0.00		1,114	55,410,000
		Total:		$101,034.15	$182,716.75		$0.00		1,146	56,931,708

	Basic Life Total :			$349,302.03		$558,295.66			$0.00			1,220		58,014,021
	Supplemental Life
Bucket of Make Believe	Month	Year	Month	Premium Paid			Claims by Incurred Date **	Conversion & Port Charges		Waiver Face Amount	Number of Lives		Volume
0	7	2022	July	$3,048.33			$0.00	$0.00			165		18,493,500
0	8	2022	August	$3,460.83			$0.00	$0.00			165		19,093,500
0	9	2022	September	$3,277.21			$0.00	$0.00			165		18,493,500
0	10	2022	October	$3,195.93			$0.00	$0.00			246		18,493,500
0	11	2022	November	$3,195.93			$0.00	$0.00			254		18,493,500
0	12	2022	December	$3,195.93			$0.00	$0.00			259		18,493,500
0	1	2023	January	$3,195.93			$0.00	$0.00			262		18,493,500
0	2	2023	February	$3,195.93			$0.00	$0.00			266		18,493,500
0	3	2023	March	$3,195.93			$0.00	$0.00			266		18,493,500
0	4	2023	April	$3,195.93			$0.00	$0.00			264		18,493,500
0	5	2023	May	$3,195.93			$0.00	$0.00			264		18,493,500
0	6	2023	June	$3,195.93			$0.00	$0.00			158		18,493,500
		Total:		$38,549.74	$0.00			$0.00			228		18,543,500

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$5,030.67		$0.00	$0.00		198	25,850,100
1	8	2023	August	$4,668.87		$0.00	$0.00		190	22,660,100
1	9	2023	September	$5,009.46		$0.00	$0.00		216	25,120,100
1	10	2023	October	$5,109.52		$0.00	$0.00		223	25,720,100
1	11	2023	November	$5,014.52		$20,006.29	$0.00		223	25,650,100
1	12	2023	December	$5,061.86		$0.00	$0.00		222	25,630,100
1	1	2024	January	$5,055.86		$0.00	$0.00		222	25,630,100
1	2	2024	February	$5,089.16		$0.00	$0.00		223	25,730,100
1	3	2024	March	$5,032.16		$0.00	$0.00		221	25,430,100
1	4	2024	April	$5,032.16		$0.00	$0.00		221	25,430,100
1	5	2024	May	$5,035.86		$0.00	$0.00		223	25,630,100
1	6	2024	June	$5,025.96		$0.00	$0.00		190	22,270,100
		Total:		$60,166.06	$20,006.29		$0.00		214	25,062,600

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$4,857.73		$0.00	$0.00		192	23,110,600
2	8	2024	August	$4,894.08		$0.00	$0.00		194	23,270,600
2	9	2024	September	$4,882.03		$0.00	$0.00		201	23,610,600
2	10	2024	October	$5,184.85		$0.00	$0.00		205	24,350,600
2	11	2024	November	$5,224.37		$0.00	$0.00		208	24,473,800
2	12	2024	December	$5,234.35		$0.00	$0.00		208	24,490,600
2	1	2025	January	$5,381.85		$0.00	$0.00		208	24,630,600
2	2	2025	February	$5,365.20		$0.00	$0.00		207	24,580,600
2	3	2025	March	$5,365.20		$0.00	$0.00		207	24,580,600
2	4	2025	April	$5,377.20		$0.00	$0.00		208	24,680,600
2	5	2025	May	$5,397.20		$0.00	$0.00		209	24,700,600
2	6	2025	June	$5,384.20		$0.00	$0.00		209	24,700,600
		Total:		$62,548.26	$0.00		$0.00		205	24,265,033

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$4,460.86		$0.00	$0.00		168	20,657,900
3	8	2025	August	$4,510.86		$0.00	$0.00		169	20,957,900
3	9	2025	September	$4,625.46		$0.00	$0.00		175	21,757,900
3	10	2025	October	$4,614.46		$0.00	$0.00		174	21,657,900
3	11	2025	November	$4,580.96		$0.00	$0.00		173	21,537,900
3	12	2025	December	$4,625.36		$0.00	$0.00		175	21,797,900
3	1	2026	January	$4,641.36		$0.00	$0.00		177	21,997,900
3	2	2026	February	$4,662.06		$0.00	$0.00		177	21,967,900
3	3	2026	March	$4,641.36		$0.00	$0.00		177	21,997,900
3	4	2026	April	$4,613.92		$100,083.39	$0.00		175	21,867,900
3	5	2026	May	$4,665.72		$0.00	$0.00		179	22,167,900
3	6	2026	June	$4,552.32		$0.00	$0.00		174	21,897,900
		Total:		$55,194.70	$100,083.39		$0.00		174	21,688,733

	Supplemental Life Total :			$216,458.76		$120,089.68			$0.00			205		22,389,967
	Basic AD&D
Bucket of Make Believe	Month	Year	Month	Premium Paid			Claims by Incurred Date **	Conversion & Port Charges		Waiver Face Amount	Number of Lives		Volume
0	7	2022	July	$606.00			$0.00	$0.00			1,150		50,500,000
0	8	2022	August	$690.00			$0.00	$0.00			1,150		57,500,000
0	9	2022	September	$606.00			$0.00	$0.00			1,150		50,500,000
0	10	2022	October	$606.00			$0.00	$0.00			1,241		50,500,000
0	11	2022	November	$606.00			$0.00	$0.00			1,256		50,500,000
0	12	2022	December	$606.00			$0.00	$0.00			1,254		50,500,000
0	1	2023	January	$606.00			$0.00	$0.00			1,263		50,500,000
0	2	2023	February	$606.00			$0.00	$0.00			1,265		50,500,000
0	3	2023	March	$606.00			$0.00	$0.00			1,265		50,500,000
0	4	2023	April	$606.00			$0.00	$0.00			1,274		50,500,000
0	5	2023	May	$606.00			$0.00	$0.00			1,273		50,500,000
0	6	2023	June	$606.00			$0.00	$0.00			1,220		50,500,000
		Total:		$7,356.00	$0.00			$0.00			1,230		51,083,333

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$717.60		$0.00	$0.00		1,196	59,800,000
1	8	2023	August	$712.20		$0.00	$0.00		1,187	59,350,000
1	9	2023	September	$761.40		$0.00	$0.00		1,269	63,450,000
1	10	2023	October	$780.00		$0.00	$0.00		1,300	65,000,000
1	11	2023	November	$784.20		$0.00	$0.00		1,307	65,350,000
1	12	2023	December	$784.80		$0.00	$0.00		1,308	65,400,000
1	1	2024	January	$787.20		$0.00	$0.00		1,312	65,600,000
1	2	2024	February	$789.60		$0.00	$0.00		1,316	65,800,000
1	3	2024	March	$784.20		$0.00	$0.00		1,307	65,350,000
1	4	2024	April	$784.20		$0.00	$0.00		1,307	65,350,000
1	5	2024	May	$786.00		$0.00	$0.00		1,310	65,500,000
1	6	2024	June	$730.80		$0.00	$0.00		1,218	60,900,000
		Total:		$9,202.20	$0.00		$0.00		1,278	63,904,167

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$700.71		$0.00	$0.00		1,192	58,392,500
2	8	2024	August	$704.91		$0.00	$0.00		1,199	58,742,500
2	9	2024	September	$717.81		$0.00	$0.00		1,220	59,817,500
2	10	2024	October	$725.88		$0.00	$0.00		1,234	60,490,000
2	11	2024	November	$730.29		$0.00	$0.00		1,241	60,857,500
2	12	2024	December	$735.69		$50,123.13	$0.00		1,250	61,307,500
2	1	2025	January	$728.52		$0.00	$0.00		1,236	60,710,000
2	2	2025	February	$720.42		$0.00	$0.00		1,222	60,035,000
2	3	2025	March	$723.73		$0.00	$0.00		1,222	60,052,500
2	4	2025	April	$721.44		$0.00	$0.00		1,223	60,120,000
2	5	2025	May	$726.69		$0.00	$0.00		1,226	60,305,000
2	6	2025	June	$729.75		$0.00	$0.00		1,226	60,812,500
		Total:		$8,665.84	$50,123.13		$0.00		1,224	60,136,875

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$664.89		$0.00	$0.00		1,116	55,407,500
3	8	2025	August	$656.79		$0.00	$0.00		1,103	54,732,500
3	9	2025	September	$677.79		$0.00	$0.00		1,137	56,482,500
3	10	2025	October	$689.79		$0.00	$0.00		1,157	57,482,500
3	11	2025	November	$693.39		$0.00	$0.00		1,164	57,782,500
3	12	2025	December	$696.39		$0.00	$0.00		1,168	58,032,500
3	1	2026	January	$693.99		$0.00	$0.00		1,164	57,832,500
3	2	2026	February	$690.99		$0.00	$0.00		1,159	57,582,500
3	3	2026	March	$693.83		$0.00	$0.00		1,164	57,832,500
3	4	2026	April	$683.70		$0.00	$0.00		1,146	56,975,000
3	5	2026	May	$691.50		$0.00	$0.00		1,159	57,625,000
3	6	2026	June	$664.92		$0.00	$0.00		1,114	55,410,000
		Total:		$8,197.97	$0.00		$0.00		1,146	56,931,458

	Basic AD&D Total :			$33,422.01		$50,123.13			$0.00			1,220		58,013,958
	Supplemental AD&D
Bucket of Make Believe	Month	Year	Month	Premium Paid			Claims by Incurred Date **	Conversion & Port Charges		Waiver Face Amount	Number of Lives		Volume
0	7	2022	July	$2.04			$0.00	$0.00			136		0
0	8	2022	August	$2.04			$0.00	$0.00			136		0
0	9	2022	September	$2.04			$0.00	$0.00			136		0
0	10	2022	October	$3.69			$0.00	$0.00			246		0
0	11	2022	November	$3.81			$0.00	$0.00			254		0
0	12	2022	December	$3.88			$0.00	$0.00			259		0
0	1	2023	January	$3.93			$0.00	$0.00			262		0
0	2	2023	February	$3.99			$0.00	$0.00			266		0
0	3	2023	March	$3.99			$0.00	$0.00			266		0
0	4	2023	April	$3.96			$0.00	$0.00			264		0
0	5	2023	May	$3.96			$0.00	$0.00			264		0
0	6	2023	June	$2.37			$0.00	$0.00			158		0
		Total:		$39.70	$0.00			$0.00			221		0

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$2.97		$0.00	$0.00		198	0
1	8	2023	August	$2.85		$0.00	$0.00		190	0
1	9	2023	September	$3.24		$0.00	$0.00		216	0
1	10	2023	October	$3.34		$0.00	$0.00		223	0
1	11	2023	November	$3.34		$0.00	$0.00		223	0
1	12	2023	December	$3.33		$0.00	$0.00		222	0
1	1	2024	January	$3.33		$0.00	$0.00		222	0
1	2	2024	February	$3.34		$0.00	$0.00		223	0
1	3	2024	March	$3.31		$0.00	$0.00		221	0
1	4	2024	April	$3.31		$0.00	$0.00		221	0
1	5	2024	May	$3.34		$0.00	$0.00		223	0
1	6	2024	June	$2.85		$0.00	$0.00		190	0
		Total:		$38.55	$0.00		$0.00		214	0

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$2.83		$0.00	$0.00		189	0
2	8	2024	August	$2.91		$0.00	$0.00		194	0
2	9	2024	September	$3.01		$0.00	$0.00		201	0
2	10	2024	October	$3.07		$0.00	$0.00		205	0
2	11	2024	November	$3.12		$0.00	$0.00		208	0
2	12	2024	December	$3.07		$0.00	$0.00		205	0
2	1	2025	January	$3.07		$0.00	$0.00		205	0
2	2	2025	February	$3.09		$0.00	$0.00		206	0
2	3	2025	March	$3,256.48		$0.00	$0.00		207	0
2	4	2025	April	$370.20		$0.00	$0.00		211	24,680,600
2	5	2025	May	$370.50		$0.00	$0.00		209	24,700,600
2	6	2025	June	$370.50		$0.00	$0.00		209	24,700,600
		Total:		$4,391.85	$0.00		$0.00		204	6,173,483

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$309.86		$0.00	$0.00		168	20,657,900
3	8	2025	August	$314.36		$0.00	$0.00		169	20,957,900
3	9	2025	September	$326.36		$0.00	$0.00		175	21,757,900
3	10	2025	October	$324.86		$0.00	$0.00		174	21,657,900
3	11	2025	November	$324.71		$0.00	$0.00		173	21,647,790
3	12	2025	December	$326.96		$0.00	$0.00		175	21,797,900
3	1	2026	January	$329.96		$0.00	$0.00		177	21,997,900
3	2	2026	February	$329.51		$0.00	$0.00		177	21,967,900
3	3	2026	March	$329.96		$0.00	$0.00		177	21,997,900
3	4	2026	April	$328.01		$0.00	$0.00		175	21,867,900
3	5	2026	May	$332.51		$0.00	$0.00		179	22,167,900
3	6	2026	June	$328.46		$0.00	$0.00		174	21,897,900
		Total:		$3,905.52	$0.00		$0.00		174	21,697,891

	Supplemental AD&D Total :			$8,375.62		$0.00			$0.00			203		6,967,844
	Dependent Life
Bucket of Make Believe	Month	Year	Month	Premium Paid			Claims by Incurred Date **	Conversion & Port Charges		Waiver Face Amount	Number of Lives		Volume
0	7	2022	July	$628.92			$0.00	$0.00			76		2,685,000
0	8	2022	August	$628.92			$0.00	$0.00			76		2,685,000
0	9	2022	September	$628.92			$0.00	$0.00			76		2,685,000
0	10	2022	October	$681.37			$0.00	$0.00			102		2,701,250
0	11	2022	November	$681.37			$0.00	$0.00			108		2,701,250
0	12	2022	December	$681.37			$0.00	$0.00			113		2,701,250
0	1	2023	January	$681.37			$0.00	$0.00			115		2,701,250
0	2	2023	February	$681.37			$0.00	$0.00			118		2,701,250
0	3	2023	March	$681.37			$0.00	$0.00			118		2,701,250
0	4	2023	April	$681.37			$0.00	$0.00			118		2,701,250
0	5	2023	May	$681.37			$0.00	$0.00			119		2,701,250
0	6	2023	June	$681.37			$0.00	$0.00			109		2,701,250
		Total:		$8,019.09	$0.00			$0.00			104		2,697,188

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$893.80		$0.00	$0.00		99	2,852,100
1	8	2023	August	$1,312.23		$0.00	$0.00		110	5,790,000
1	9	2023	September	$1,016.27		$0.00	$0.00		130	3,845,000
1	10	2023	October	$1,029.35		$0.00	$0.00		134	3,925,000
1	11	2023	November	$975.03		$0.00	$0.00		132	3,870,000
1	12	2023	December	$973.07		$0.00	$0.00		130	3,850,000
1	1	2024	January	$977.06		$0.00	$0.00		131	3,880,000
1	2	2024	February	$973.32		$0.00	$0.00		129	3,840,000
1	3	2024	March	$965.18		$0.00	$0.00		127	3,800,000
1	4	2024	April	$965.18		$0.00	$0.00		127	3,800,000
1	5	2024	May	$969.02		$0.00	$0.00		128	3,870,000
1	6	2024	June	$989.00		$0.00	$0.00		110	3,560,000
		Total:		$12,038.51	$0.00		$0.00		124	3,906,842

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$1,090.79		$0.00	$0.00		116	3,971,000
2	8	2024	August	$1,116.17		$0.00	$0.00		117	4,026,000
2	9	2024	September	$1,001.20		$0.00	$0.00		121	3,974,500
2	10	2024	October	$1,150.65		$0.00	$0.00		125	4,259,500
2	11	2024	November	$1,150.61		$0.00	$0.00		125	4,239,500
2	12	2024	December	$1,150.61		$0.00	$0.00		125	4,239,500
2	1	2025	January	$1,278.70		$0.00	$0.00		126	4,319,500
2	2	2025	February	$1,278.70		$0.00	$0.00		126	4,319,500
2	3	2025	March	$1,278.70		$0.00	$0.00		126	4,319,500
2	4	2025	April	$1,278.70		$0.00	$0.00		126	4,319,500
2	5	2025	May	$1,277.24		$0.00	$0.00		125	4,309,500
2	6	2025	June	$1,277.24		$0.00	$0.00		125	4,309,500
		Total:		$14,329.31	$0.00		$0.00		124	4,217,250

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$1,035.71		$0.00	$0.00		103	3,765,000
3	8	2025	August	$1,135.16		$0.00	$0.00		103	3,770,000
3	9	2025	September	$1,145.67		$0.00	$0.00		104	3,870,000
3	10	2025	October	$1,136.60		$0.00	$0.00		101	3,825,000
3	11	2025	November	$1,137.80		$0.00	$0.00		102	3,855,000
3	12	2025	December	$1,138.18		$0.00	$0.00		102	3,860,000
3	1	2026	January	$1,140.40		$0.00	$0.00		104	3,880,000
3	2	2026	February	$1,139.20		$0.00	$0.00		103	3,850,000
3	3	2026	March	$1,140.40		$0.00	$0.00		104	3,880,000
3	4	2026	April	$1,108.55		$0.00	$0.00		102	3,805,000
3	5	2026	May	$1,092.91		$0.00	$0.00		103	3,740,000
3	6	2026	June	$1,091.42		$0.00	$0.00		101	3,725,000
		Total:		$13,442.00	$0.00		$0.00		103	3,818,750

Dependent Life Total :		$47,828.91	$0.00	$0.00	114	3,660,007
	No data found on Group: 700983

Life Client Experience Re

Group: 700983 Tempe Union High School District

Account: 1 Tempe Union High School District

Basic Life

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
0	7	2022	July	$5,959.00		$0.00	$0.00		1,150	50,500,000
0	8	2022	August	$6,785.00		$0.00	$0.00		1,150	57,500,000
0	9	2022	September	$5,959.00		$0.00	$0.00		1,150	50,500,000
0	10	2022	October	$5,959.00		$0.00	$0.00		1,241	50,500,000
0	11	2022	November	$5,959.00		$50,015.72	$0.00		1,256	50,500,000
0	12	2022	December	$5,959.00		$0.00	$0.00		1,254	50,500,000
0	1	2023	January	$5,959.00		$50,016.40	$0.00		1,263	50,500,000
0	2	2023	February	$5,959.00		$0.00	$0.00		1,265	50,500,000
0	3	2023	March	$5,959.00		$0.00	$0.00		1,265	50,500,000
0	4	2023	April	$5,959.00		$50,019.82	$0.00		1,274	50,500,000
0	5	2023	May	$5,959.00		$0.00	$0.00		1,273	50,500,000
0	6	2023	June	$5,959.00		$50,320.09	$0.00		1,220	50,500,000
		Total:		$72,334.00	$200,372.03		$0.00		1,230	51,083,333

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$7,056.40		$0.00	$0.00		1,196	59,800,000
1	8	2023	August	$7,003.30		$0.00	$0.00		1,187	59,350,000
1	9	2023	September	$7,487.10		$0.00	$0.00		1,269	63,450,000
1	10	2023	October	$7,670.00		$0.00	$0.00		1,300	65,000,000
1	11	2023	November	$7,711.30		$50,015.72	$0.00		1,307	65,350,000
1	12	2023	December	$7,717.20		$0.00	$0.00		1,308	65,400,000
1	1	2024	January	$7,740.80		$0.00	$0.00		1,312	65,600,000
1	2	2024	February	$7,764.40		$0.00	$0.00		1,316	65,800,000
1	3	2024	March	$7,711.30		$0.00	$0.00		1,307	65,350,000
1	4	2024	April	$7,981.27		$0.00	$0.00		1,307	65,350,000
1	5	2024	May	$7,729.00		$0.00	$0.00		1,310	65,500,000
1	6	2024	June	$7,186.20		$0.00	$0.00		1,218	60,900,000
		Total:		$90,758.27	$50,015.72		$0.00		1,278	63,904,167

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$6,890.31		$0.00	$0.00		1,192	58,392,500
2	8	2024	August	$6,931.61		$0.00	$0.00		1,199	58,742,500
2	9	2024	September	$7,058.46		$0.00	$0.00		1,220	59,817,500
2	10	2024	October	$7,137.82		$0.00	$0.00		1,234	60,490,000
2	11	2024	November	$7,181.18		$25,045.48	$0.00		1,241	60,857,500
2	12	2024	December	$7,234.28		$50,123.13	$0.00		1,250	61,307,500
2	1	2025	January	$7,163.78		$0.00	$0.00		1,236	60,710,000
2	2	2025	February	$7,084.13		$0.00	$0.00		1,222	60,035,000
2	3	2025	March	$7,086.19		$0.00	$0.00		1,222	60,052,500
2	4	2025	April	$7,094.16		$0.00	$0.00		1,223	60,120,000
2	5	2025	May	$7,137.82		$50,022.55	$0.00		1,226	60,305,000
2	6	2025	June	$7,175.87		$0.00	$0.00		1,226	60,812,500
		Total:		$85,175.61	$125,191.16		$0.00		1,224	60,136,875

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$8,200.31		$0.00	$0.00		1,116	55,407,500
3	8	2025	August	$8,100.41		$0.00	$0.00		1,103	54,732,500
3	9	2025	September	$8,359.41		$0.00	$0.00		1,137	56,482,500
3	10	2025	October	$8,507.85		$0.00	$0.00		1,157	57,485,500
3	11	2025	November	$8,551.81		$0.00	$0.00		1,164	57,782,500
3	12	2025	December	$8,588.81		$100,171.88	$0.00		1,168	58,032,500
3	1	2026	January	$8,559.21		$0.00	$0.00		1,164	57,832,500
3	2	2026	February	$8,522.21		$0.00	$0.00		1,159	57,582,500
3	3	2026	March	$8,482.65		$0.00	$0.00		1,164	57,832,500
3	4	2026	April	$8,432.30		$32,527.10	$0.00		1,146	56,975,000
3	5	2026	May	$8,528.50		$0.00	$0.00		1,159	57,625,000
3	6	2026	June	$8,200.68		$50,017.77	$0.00		1,114	55,410,000
		Total:		$101,034.15	$182,716.75		$0.00		1,146	56,931,708

Basic Life Total :					$349,302.03		$558,295.66		$0.00			1,220	58,014,021
Account: 1				Tempe Union High School District
	Supplemental Life
Bucket of Make Believe	Month	Year	Month			Premium Paid		Claims by Incurred Date **		Conversion & Port Charges	Waiver Face Amount	Number of Lives		Volume
0	7	2022	July			$3,048.33		$0.00		$0.00		165		18,493,500
0	8	2022	August			$3,460.83		$0.00		$0.00		165		19,093,500
0	9	2022	September			$3,277.21		$0.00		$0.00		165		18,493,500
0	10	2022	October			$3,195.93		$0.00		$0.00		246		18,493,500
0	11	2022	November			$3,195.93		$0.00		$0.00		254		18,493,500
0	12	2022	December			$3,195.93		$0.00		$0.00		259		18,493,500
0	1	2023	January			$3,195.93		$0.00		$0.00		262		18,493,500
0	2	2023	February			$3,195.93		$0.00		$0.00		266		18,493,500
0	3	2023	March			$3,195.93		$0.00		$0.00		266		18,493,500
0	4	2023	April			$3,195.93		$0.00		$0.00		264		18,493,500
0	5	2023	May			$3,195.93		$0.00		$0.00		264		18,493,500
0	6	2023	June			$3,195.93		$0.00		$0.00		158		18,493,500
		Total:				$38,549.74	$0.00			$0.00		228		18,543,500

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$5,030.67		$0.00	$0.00		198	25,850,100
1	8	2023	August	$4,668.87		$0.00	$0.00		190	22,660,100
1	9	2023	September	$5,009.46		$0.00	$0.00		216	25,120,100
1	10	2023	October	$5,109.52		$0.00	$0.00		223	25,720,100
1	11	2023	November	$5,014.52		$20,006.29	$0.00		223	25,650,100
1	12	2023	December	$5,061.86		$0.00	$0.00		222	25,630,100
1	1	2024	January	$5,055.86		$0.00	$0.00		222	25,630,100
1	2	2024	February	$5,089.16		$0.00	$0.00		223	25,730,100
1	3	2024	March	$5,032.16		$0.00	$0.00		221	25,430,100
1	4	2024	April	$5,032.16		$0.00	$0.00		221	25,430,100
1	5	2024	May	$5,035.86		$0.00	$0.00		223	25,630,100
1	6	2024	June	$5,025.96		$0.00	$0.00		190	22,270,100
		Total:		$60,166.06	$20,006.29		$0.00		214	25,062,600

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$4,857.73		$0.00	$0.00		192	23,110,600
2	8	2024	August	$4,894.08		$0.00	$0.00		194	23,270,600
2	9	2024	September	$4,882.03		$0.00	$0.00		201	23,610,600
2	10	2024	October	$5,184.85		$0.00	$0.00		205	24,350,600
2	11	2024	November	$5,224.37		$0.00	$0.00		208	24,473,800
2	12	2024	December	$5,234.35		$0.00	$0.00		208	24,490,600
2	1	2025	January	$5,381.85		$0.00	$0.00		208	24,630,600
2	2	2025	February	$5,365.20		$0.00	$0.00		207	24,580,600
2	3	2025	March	$5,365.20		$0.00	$0.00		207	24,580,600
2	4	2025	April	$5,377.20		$0.00	$0.00		208	24,680,600
2	5	2025	May	$5,397.20		$0.00	$0.00		209	24,700,600
2	6	2025	June	$5,384.20		$0.00	$0.00		209	24,700,600
		Total:		$62,548.26	$0.00		$0.00		205	24,265,033

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$4,460.86		$0.00	$0.00		168	20,657,900
3	8	2025	August	$4,510.86		$0.00	$0.00		169	20,957,900
3	9	2025	September	$4,625.46		$0.00	$0.00		175	21,757,900
3	10	2025	October	$4,614.46		$0.00	$0.00		174	21,657,900
3	11	2025	November	$4,580.96		$0.00	$0.00		173	21,537,900
3	12	2025	December	$4,625.36		$0.00	$0.00		175	21,797,900
3	1	2026	January	$4,641.36		$0.00	$0.00		177	21,997,900
3	2	2026	February	$4,662.06		$0.00	$0.00		177	21,967,900
3	3	2026	March	$4,641.36		$0.00	$0.00		177	21,997,900
3	4	2026	April	$4,613.92		$100,083.39	$0.00		175	21,867,900
3	5	2026	May	$4,665.72		$0.00	$0.00		179	22,167,900
3	6	2026	June	$4,552.32		$0.00	$0.00		174	21,897,900
		Total:		$55,194.70	$100,083.39		$0.00		174	21,688,733

Supplemental Life Total :					$216,458.76		$120,089.68		$0.00			205	22,389,967
Account: 1				Tempe Union High School District
	Basic AD&D
Bucket of Make Believe	Month	Year	Month			Premium Paid		Claims by Incurred Date **		Conversion & Port Charges	Waiver Face Amount	Number of Lives		Volume
0	7	2022	July			$606.00		$0.00		$0.00		1,150		50,500,000
0	8	2022	August			$690.00		$0.00		$0.00		1,150		57,500,000
0	9	2022	September			$606.00		$0.00		$0.00		1,150		50,500,000
0	10	2022	October			$606.00		$0.00		$0.00		1,241		50,500,000
0	11	2022	November			$606.00		$0.00		$0.00		1,256		50,500,000
0	12	2022	December			$606.00		$0.00		$0.00		1,254		50,500,000
0	1	2023	January			$606.00		$0.00		$0.00		1,263		50,500,000
0	2	2023	February			$606.00		$0.00		$0.00		1,265		50,500,000
0	3	2023	March			$606.00		$0.00		$0.00		1,265		50,500,000
0	4	2023	April			$606.00		$0.00		$0.00		1,274		50,500,000
0	5	2023	May			$606.00		$0.00		$0.00		1,273		50,500,000
0	6	2023	June			$606.00		$0.00		$0.00		1,220		50,500,000
		Total:				$7,356.00	$0.00			$0.00		1,230		51,083,333

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$717.60		$0.00	$0.00		1,196	59,800,000
1	8	2023	August	$712.20		$0.00	$0.00		1,187	59,350,000
1	9	2023	September	$761.40		$0.00	$0.00		1,269	63,450,000
1	10	2023	October	$780.00		$0.00	$0.00		1,300	65,000,000
1	11	2023	November	$784.20		$0.00	$0.00		1,307	65,350,000
1	12	2023	December	$784.80		$0.00	$0.00		1,308	65,400,000
1	1	2024	January	$787.20		$0.00	$0.00		1,312	65,600,000
1	2	2024	February	$789.60		$0.00	$0.00		1,316	65,800,000
1	3	2024	March	$784.20		$0.00	$0.00		1,307	65,350,000
1	4	2024	April	$784.20		$0.00	$0.00		1,307	65,350,000
1	5	2024	May	$786.00		$0.00	$0.00		1,310	65,500,000
1	6	2024	June	$730.80		$0.00	$0.00		1,218	60,900,000
		Total:		$9,202.20	$0.00		$0.00		1,278	63,904,167

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$700.71		$0.00	$0.00		1,192	58,392,500
2	8	2024	August	$704.91		$0.00	$0.00		1,199	58,742,500
2	9	2024	September	$717.81		$0.00	$0.00		1,220	59,817,500
2	10	2024	October	$725.88		$0.00	$0.00		1,234	60,490,000
2	11	2024	November	$730.29		$0.00	$0.00		1,241	60,857,500
2	12	2024	December	$735.69		$50,123.13	$0.00		1,250	61,307,500
2	1	2025	January	$728.52		$0.00	$0.00		1,236	60,710,000
2	2	2025	February	$720.42		$0.00	$0.00		1,222	60,035,000
2	3	2025	March	$723.73		$0.00	$0.00		1,222	60,052,500
2	4	2025	April	$721.44		$0.00	$0.00		1,223	60,120,000
2	5	2025	May	$726.69		$0.00	$0.00		1,226	60,305,000
2	6	2025	June	$729.75		$0.00	$0.00		1,226	60,812,500
		Total:		$8,665.84	$50,123.13		$0.00		1,224	60,136,875

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$664.89		$0.00	$0.00		1,116	55,407,500
3	8	2025	August	$656.79		$0.00	$0.00		1,103	54,732,500
3	9	2025	September	$677.79		$0.00	$0.00		1,137	56,482,500
3	10	2025	October	$689.79		$0.00	$0.00		1,157	57,482,500
3	11	2025	November	$693.39		$0.00	$0.00		1,164	57,782,500
3	12	2025	December	$696.39		$0.00	$0.00		1,168	58,032,500
3	1	2026	January	$693.99		$0.00	$0.00		1,164	57,832,500
3	2	2026	February	$690.99		$0.00	$0.00		1,159	57,582,500
3	3	2026	March	$693.83		$0.00	$0.00		1,164	57,832,500
3	4	2026	April	$683.70		$0.00	$0.00		1,146	56,975,000
3	5	2026	May	$691.50		$0.00	$0.00		1,159	57,625,000
3	6	2026	June	$664.92		$0.00	$0.00		1,114	55,410,000
		Total:		$8,197.97	$0.00		$0.00		1,146	56,931,458

	Basic AD&D Total :				$33,422.01		$50,123.13		$0.00			1,220	58,013,958
	Account: 1			Tempe Union High School District
	Supplemental AD&D
Bucket of Make Believe	Month	Year	Month		Premium Paid			Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives		Volume
0	7	2022	July		$2.04			$0.00	$0.00		136		0
0	8	2022	August		$2.04			$0.00	$0.00		136		0
0	9	2022	September		$2.04			$0.00	$0.00		136		0
0	10	2022	October		$3.69			$0.00	$0.00		246		0
0	11	2022	November		$3.81			$0.00	$0.00		254		0
0	12	2022	December		$3.88			$0.00	$0.00		259		0
0	1	2023	January		$3.93			$0.00	$0.00		262		0
0	2	2023	February		$3.99			$0.00	$0.00		266		0
0	3	2023	March		$3.99			$0.00	$0.00		266		0
0	4	2023	April		$3.96			$0.00	$0.00		264		0
0	5	2023	May		$3.96			$0.00	$0.00		264		0
0	6	2023	June		$2.37			$0.00	$0.00		158		0
		Total:			$39.70	$0.00			$0.00		221		0

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$2.97		$0.00	$0.00		198	0
1	8	2023	August	$2.85		$0.00	$0.00		190	0
1	9	2023	September	$3.24		$0.00	$0.00		216	0
1	10	2023	October	$3.34		$0.00	$0.00		223	0
1	11	2023	November	$3.34		$0.00	$0.00		223	0
1	12	2023	December	$3.33		$0.00	$0.00		222	0
1	1	2024	January	$3.33		$0.00	$0.00		222	0
1	2	2024	February	$3.34		$0.00	$0.00		223	0
1	3	2024	March	$3.31		$0.00	$0.00		221	0
1	4	2024	April	$3.31		$0.00	$0.00		221	0
1	5	2024	May	$3.34		$0.00	$0.00		223	0
1	6	2024	June	$2.85		$0.00	$0.00		190	0
		Total:		$38.55	$0.00		$0.00		214	0

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$2.83		$0.00	$0.00		189	0
2	8	2024	August	$2.91		$0.00	$0.00		194	0
2	9	2024	September	$3.01		$0.00	$0.00		201	0
2	10	2024	October	$3.07		$0.00	$0.00		205	0
2	11	2024	November	$3.12		$0.00	$0.00		208	0
2	12	2024	December	$3.07		$0.00	$0.00		205	0
2	1	2025	January	$3.07		$0.00	$0.00		205	0
2	2	2025	February	$3.09		$0.00	$0.00		206	0
2	3	2025	March	$3,256.48		$0.00	$0.00		207	0
2	4	2025	April	$370.20		$0.00	$0.00		211	24,680,600
2	5	2025	May	$370.50		$0.00	$0.00		209	24,700,600
2	6	2025	June	$370.50		$0.00	$0.00		209	24,700,600
		Total:		$4,391.85	$0.00		$0.00		204	6,173,483

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$309.86		$0.00	$0.00		168	20,657,900
3	8	2025	August	$314.36		$0.00	$0.00		169	20,957,900
3	9	2025	September	$326.36		$0.00	$0.00		175	21,757,900
3	10	2025	October	$324.86		$0.00	$0.00		174	21,657,900
3	11	2025	November	$324.71		$0.00	$0.00		173	21,647,790
3	12	2025	December	$326.96		$0.00	$0.00		175	21,797,900
3	1	2026	January	$329.96		$0.00	$0.00		177	21,997,900
3	2	2026	February	$329.51		$0.00	$0.00		177	21,967,900
3	3	2026	March	$329.96		$0.00	$0.00		177	21,997,900
3	4	2026	April	$328.01		$0.00	$0.00		175	21,867,900
3	5	2026	May	$332.51		$0.00	$0.00		179	22,167,900
3	6	2026	June	$328.46		$0.00	$0.00		174	21,897,900
		Total:		$3,905.52	$0.00		$0.00		174	21,697,891

Supplemental AD&D Total :				$8,375.62		$0.00		$0.00			203	6,967,844
Account: 1			Tempe Union High School District
	Dependent Life
Bucket of Make Believe	Month	Year	Month		Premium Paid		Claims by Incurred Date **		Conversion & Port Charges	Waiver Face Amount	Number of Lives		Volume
0	7	2022	July		$628.92		$0.00		$0.00		76		2,685,000
0	8	2022	August		$628.92		$0.00		$0.00		76		2,685,000
0	9	2022	September		$628.92		$0.00		$0.00		76		2,685,000
0	10	2022	October		$681.37		$0.00		$0.00		102		2,701,250
0	11	2022	November		$681.37		$0.00		$0.00		108		2,701,250
0	12	2022	December		$681.37		$0.00		$0.00		113		2,701,250
0	1	2023	January		$681.37		$0.00		$0.00		115		2,701,250
0	2	2023	February		$681.37		$0.00		$0.00		118		2,701,250
0	3	2023	March		$681.37		$0.00		$0.00		118		2,701,250
0	4	2023	April		$681.37		$0.00		$0.00		118		2,701,250
0	5	2023	May		$681.37		$0.00		$0.00		119		2,701,250
0	6	2023	June		$681.37		$0.00		$0.00		109		2,701,250
		Total:			$8,019.09	$0.00			$0.00		104		2,697,188

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
1	7	2023	July	$893.80		$0.00	$0.00		99	2,852,100
1	8	2023	August	$1,312.23		$0.00	$0.00		110	5,790,000
1	9	2023	September	$1,016.27		$0.00	$0.00		130	3,845,000
1	10	2023	October	$1,029.35		$0.00	$0.00		134	3,925,000
1	11	2023	November	$975.03		$0.00	$0.00		132	3,870,000
1	12	2023	December	$973.07		$0.00	$0.00		130	3,850,000
1	1	2024	January	$977.06		$0.00	$0.00		131	3,880,000
1	2	2024	February	$973.32		$0.00	$0.00		129	3,840,000
1	3	2024	March	$965.18		$0.00	$0.00		127	3,800,000
1	4	2024	April	$965.18		$0.00	$0.00		127	3,800,000
1	5	2024	May	$969.02		$0.00	$0.00		128	3,870,000
1	6	2024	June	$989.00		$0.00	$0.00		110	3,560,000
		Total:		$12,038.51	$0.00		$0.00		124	3,906,842

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
2	7	2024	July	$1,090.79		$0.00	$0.00		116	3,971,000
2	8	2024	August	$1,116.17		$0.00	$0.00		117	4,026,000
2	9	2024	September	$1,001.20		$0.00	$0.00		121	3,974,500
2	10	2024	October	$1,150.65		$0.00	$0.00		125	4,259,500
2	11	2024	November	$1,150.61		$0.00	$0.00		125	4,239,500
2	12	2024	December	$1,150.61		$0.00	$0.00		125	4,239,500
2	1	2025	January	$1,278.70		$0.00	$0.00		126	4,319,500
2	2	2025	February	$1,278.70		$0.00	$0.00		126	4,319,500
2	3	2025	March	$1,278.70		$0.00	$0.00		126	4,319,500
2	4	2025	April	$1,278.70		$0.00	$0.00		126	4,319,500
2	5	2025	May	$1,277.24		$0.00	$0.00		125	4,309,500
2	6	2025	June	$1,277.24		$0.00	$0.00		125	4,309,500
		Total:		$14,329.31	$0.00		$0.00		124	4,217,250

Bucket of Make Believe	Month	Year	Month	Premium Paid		Claims by Incurred Date **	Conversion & Port Charges	Waiver Face Amount	Number of Lives	Volume
3	7	2025	July	$1,035.71		$0.00	$0.00		103	3,765,000
3	8	2025	August	$1,135.16		$0.00	$0.00		103	3,770,000
3	9	2025	September	$1,145.67		$0.00	$0.00		104	3,870,000
3	10	2025	October	$1,136.60		$0.00	$0.00		101	3,825,000
3	11	2025	November	$1,137.80		$0.00	$0.00		102	3,855,000
3	12	2025	December	$1,138.18		$0.00	$0.00		102	3,860,000
3	1	2026	January	$1,140.40		$0.00	$0.00		104	3,880,000
3	2	2026	February	$1,139.20		$0.00	$0.00		103	3,850,000
3	3	2026	March	$1,140.40		$0.00	$0.00		104	3,880,000
3	4	2026	April	$1,108.55		$0.00	$0.00		102	3,805,000
3	5	2026	May	$1,092.91		$0.00	$0.00		103	3,740,000
3	6	2026	June	$1,091.42		$0.00	$0.00		101	3,725,000
		Total:		$13,442.00	$0.00		$0.00		103	3,818,750

Dependent Life Total :		$47,828.91	$0.00	$0.00	114	3,660,007
	No data found on Group: 700983

Waiver Claims

Group: 700983 Tempe Union High School District

No Waiver Claims to Display

Glossary

Report Field	Definition
Account	Account number assigned to the employer by Voya Employee Benefits.
Activity Date	Date of activity for a process.
Claimant DOB	Date of birth of the claimant.
Claimant Name	Identifies the name of the individual claimant for which the payment is being made.
Claim ID	A unique number assigned to the claim by Voya Employee Benefits.
Conversion Charges	The total amount of conversion charges that have been charged to a specific EA date.
Coverage Type	Type of coverage the applicant is applying for.
Group	Policy/Plan number assigned to the employer by Voya Employee Benefits.
Incurred Date	Actual date of death or disability.
Number of Lives	Number of covered participants.
Paid Claims by Paid Date	Benefit amount plus interest based on claim paid date. This amount does NOT include pending benefit amounts.
Port Charges	The total amount of port charges that have been charged to a specific EA date.
Premium Paid	Premium payment or fee payment made to Voya Employee Benefits for a group or account.
Status	The current status of the file.
Volume	Amount of coverage assigned to specific individuals.
Waiver Face Amount	Amount stated as payable to the insured.

Cover Page (2)

Tempe Union High School District

Group: 70098-3

Life Claim History Report

Run Date: 09/14/2026

The information in this report is provided solely for business purposes you have with Voya	®	Employee Benefits.
It may contain information on individuals. By accepting this report, you are agreeing not to disclose any private information on
an individual to another party without a separate, written authorization from the individual.

PERSONAL AND CONFIDENTIAL

Insured plans are underwritten by ReliaStar Life Insurance Company, a member of the Voya (TM) family of companies. For self-funded disability plans, we provide only administrative services.

Life Clam History Summary by Gr

Tempe Union High School District Group: 70098-3

Benefit	Benefit Amount	Face Amount	Interest Amount	Lifetime Paid Amount	Paid Amount	Pended Amount
Acc Death	100,000.00	100,000.00	123.13	50,123.13	50,123.13	0.00
Basic Life	507,500.00	507,500.00	777.89	508,277.89	508,277.89	0.00
Sup Life	120,000.00	120,000.00	89.68	120,089.68	120,089.68	0.00
Group Total:	727,500.00	727,500.00	990.70	678,490.70	678,490.70	0.00

Life Claim History Summary by A

Tempe Union High School District Group: 70098-3

Claim Account: 1

Benefit	Benefit Amount	Face Amount	Interest Amount	Lifetime Paid Amount	Paid Amount	Pended Amount
Acc Death	100,000.00	100,000.00	123.13	50,123.13	50,123.13	0.00
Basic Life	507,500.00	507,500.00	777.89	508,277.89	508,277.89	0.00
Sup Life	120,000.00	120,000.00	89.68	120,089.68	120,089.68	0.00
Total:	727,500.00	727,500.00	990.70	678,490.70	678,490.70	0.00

Life Claim History Detail

Group: 70098-3 Tempe Union High School District

Claim Account: 1

			Claim Type	Benefit	Claim ID	Incurred Date	Received Date	Claim Status	Activity
Date	Face Amount	Benefit Amount	Interest Amount	Paid Amount	Pended Amount	Lifetime

Paid Amount

Life Basic Life BC-2024-2312092 06/12/23 01/04/24 Paid 09/20/24 50,000.00 50,000.00 320.09 50,320.09 0.00 50,320.09

Life	Acc Death	BC-2025-3311617	05/31/25	06/02/25	Closed	07/08/25	0.00	0.00	0.00	0.00	0.00	0.00
Life	Basic Life	BC-2025-3265211	05/31/25	06/02/25	Paid	07/03/25	50,000.00	50,000.00	22.55	50,022.55	0.00	50,022.55

Life	Acc Death	BC-2024-2955250	12/07/24	12/12/24	Paid	06/04/25	50,000.00	50,000.00	123.13	50,123.13	0.00	50,123.13
Life	Basic Life	BC-2024-2941920	12/07/24	12/12/24	Paid	06/04/25	50,000.00	50,000.00	123.13	50,123.13	0.00	50,123.13

Life Basic Life BC-2026-3794695 12/19/25 01/07/26 Paid 01/31/26 50,000.00 50,000.00 117.19 50,117.19 0.00 50,117.19

Life	Acc Death	BC-2026-3916851	12/22/25	01/05/26	Denied	03/11/26	50,000.00	50,000.00	0.00	0.00	0.00	0.00
Life	Basic Life	BC-2026-3785349	12/22/25	01/05/26	Paid	03/12/26	50,000.00	50,000.00	54.69	50,054.69	0.00	50,054.69

Life	Basic Life	BC-2026-4024415	04/25/26	05/04/26	Paid	06/25/26	32,500.00	32,500.00	27.10	32,527.10	0.00	32,527.10
Life	Sup Life	BC-2026-4024421	04/25/26	05/04/26	Paid	06/25/26	100,000.00	100,000.00	83.39	100,083.39	0.00	100,083.39

Life Basic Life BC-2024-2856853 11/06/24 11/13/24 Paid 03/19/25 25,000.00 25,000.00 45.48 25,045.48 0.00 25,045.48

Life Basic Life BC-2022-1684348 11/08/22 11/09/22 Paid 12/01/22 50,000.00 50,000.00 15.72 50,015.72 0.00 50,015.72

Life	Basic Life	BC-2023-2203412	11/15/23	11/17/23	Paid	12/08/23	50,000.00	50,000.00	15.72	50,015.72	0.00	50,015.72
Life	Sup Life	BC-2023-2203413	11/15/23	11/17/23	Paid	12/08/23	20,000.00	20,000.00	6.29	20,006.29	0.00	20,006.29

Life Basic Life BC-2023-1795206 01/10/23 01/13/23 Paid 02/03/23 50,000.00 50,000.00 16.40 50,016.40 0.00 50,016.40

Life Basic Life BC-2023-1908624 04/19/23 04/27/23 Paid 05/17/23 50,000.00 50,000.00 19.82 50,019.82 0.00 50,019.82

Glossary (2)

Voya Employee Benefits Report Glossary

	Report Field	Definition
	Activity Date
Date of activity for a process.

Benefit

Acc Death = AD&D; Aggregate = Aggregate Excess Risk; Basic Life = Basic Life; Dental = Dental; Dep IER = Dependent Individual Excess Risk; Dep Life = Dependent Life;EE Sup AD&D = Employee Supplemental AD&D; EE IER = Employee Individual Excess Risk; LTD = Long Term Disability; Paid-Up = Paid Up; SIB = Survivors Income Benefit; STD = Short Term Disability; Sup Acc Death = Supplemental AD&D; Sup Life = Supplemental Life; CHILABR = Affinity Chronic Illness ABR

	Benefit Amount
Death Claim: The amount of coverage that has been approved for payment. Waiver claim: The amount of coverage that has been approved for waiver of premium.

	Claim Account
A register of claims assigned to a specific account.

	Claim ID
A unique number assigned to the claim by Voya Employee Benefits.

	Claim Status
Claim status as of the end date of the requested period.

	Claim Type
DSMBRMT = Dismemberment; TPD = Total and Permanent Disability; ALB = Accelerated Life Benefit; SIB = Survivor Income Benefit; SF SIB = Self Funded Survivor Income Benefit; PSO = Pilot Survivor Option; WOP = Waiver of Premium; SF WOP = Self Funded Waiver of Premium; STD = Short Term Disability; LTD = Long Term Disability.

	Date of Birth
Date of birth of the employee.

	Face Amount
Amount stated as payable to the insured.

	Group
Policy/Plan number assigned to the employer by Voya Employee Benefits.

	Incurred Date
Actual date of death or disability.

	Insured
Name of the covered individual if other than the member.

	Interest Amount
Interest paid by Voya Employee Benefits from the date of death to the date of claim payment.

	Lifetime Paid Amount
Total lifetime paid amount for this claim ID.

	Log-in Date
Date of entry to the Voya Employee Benefits system.

	Member Name
Employee's last name followed by first name.

	Paid Amount
Benefit amount plus interest.

	Pended Amount
Amount of a claim waiting payment.

	Received Date
Date Voya Employee Benefits receives a claim in the home office.

	Run Date
Date the report is created.

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File details come from the government source that posted it. Updated Oct 29, 2026.