B4__STD_Experience(6009514.1).xlsx

XLSX spreadsheet 87 KB Posted

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

About this file

This file is a benefits claims and premium data report for Tempe Union High School District #213 in Arizona, covering the period from January 1, 2020, through August 27, 2026. The document contains two primary sections: a detailed claim list tracking 49 individual disability insurance claims with their claim numbers, filing dates, approval dates, claim status, and approved dollar amounts, and a comprehensive premium versus claims summary table displaying monthly billing statements and claim totals across the policy period. The claim list shows claim amounts ranging from negative $50.00 to $14,400.00, with most claims marked as "Closed" status, though several were denied due to condition unsatisfaction, setup errors, or claim withdrawal. The average claim processing duration was 121.5 days, and the data indicates all claims were filed under Mail Location E001 related to disability (Disability Illness category).

The premium data summary demonstrates zero premium charges throughout the entire period while documenting total claims of $314,016.70 across all billing months. All premiums listed as "Paid" show $0.00 for both employee and dependent premium contributions, suggesting either a fully employer-funded or self-insured arrangement. The claims data spans from monthly totals as low as $237.43 to as high as $14,182.68, with notable claims activity particularly concentrated in 2023, 2024, and 2025. This data corresponds to the Tempe Union High School District's procurement solicitation for Employee Benefits covering Life, Short-Term Disability (STD), Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and COBRA services, with proposals due by 2:00 p.m. on Thursday, November 19, 2026.

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Claim List

Claim Number Mail Location Disability Closed Approved To Days Status Location Name Acc Ill Total Claim Dollar

NTN-103950-DI-01-SA-01E00108/23/202111/09/2021Denied001 - Tempe Union High School District #213I
NTN-669109-DI-01-SA-01E00108/06/202409/30/202409/23/202449Denied - Condition Unsatisfied001 - Tempe Union High School District #213I
NTN-789294-DI-01-SA-01E00102/15/202506/15/202506/15/2025121Closed001 - Tempe Union High School District #213I4,475.92
NTN-834588-DI-01-SA-01E00104/28/202507/20/202507/20/202584Closed001 - Tempe Union High School District #213I1,496.33
NTN-115745-DI-01-SA-01E00111/11/202105/10/202205/10/2022181Closed001 - Tempe Union High School District #213I4,656.08
NTN-672824-DI-01-SA-01E00108/01/202411/05/202411/05/202497Closed001 - Tempe Union High School District #213I4,228.57
NTN-327488-DI-01-SA-01E00112/28/202204/09/202304/09/2023103Closed001 - Tempe Union High School District #213I1,367.43
NTN-752064-DI-01-SA-01E00101/07/202507/11/202507/11/2025186Closed001 - Tempe Union High School District #213I14,400.00
NTN-597356-DI-01-SA-01E00102/23/202408/25/202408/25/2024185Closed001 - Tempe Union High School District #213I9,014.94
NTN-747612-DI-01-SA-01E00112/18/202402/23/202502/23/202568Closed001 - Tempe Union High School District #213I914.29
NTN-301497-DI-01-SA-01E00109/25/202201/08/202301/08/2023106Closed001 - Tempe Union High School District #213A747.02
NTN-420141-DI-01-SA-01E00104/01/202306/04/202306/04/202365ClosedTempe Union High School District #213I
NTN-722359-DI-01-SA-01E00111/12/202401/06/202501/06/202556Closed001 - Tempe Union High School District #213I
NTN-667503-DI-01-SA-01E00107/16/202411/21/2024Denied - Condition Unsatisfied001 - Tempe Union High School District #213A
NTN-372899-DI-01-SA-01E00112/20/202206/12/202306/12/2023175Closed001 - Tempe Union High School District #213I6,113.93
NTN-521835-DI-01-SA-01E00112/02/202305/19/202405/19/2024170Closed001 - Tempe Union High School District #213I10,445.10
NTN-429967-DI-01-SA-01E00105/29/202311/25/202311/25/2023181Closed001 - Tempe Union High School District #213I10,400.00
NTN-671012-DI-01-SA-01E00107/29/202401/30/202501/30/2025186Closed001 - Tempe Union High School District #213I8,160.48
NTN-520062-DI-01-SA-01E00110/28/202312/13/202312/22/202356Denied Set Up in Error001 - Tempe Union High School District #213I
NTN-645045-DI-01-SA-01E00106/07/202408/29/202408/29/202484Closed001 - Tempe Union High School District #213I1,464.39
NTN-747693-DI-01-SA-01E00112/05/202406/08/202506/08/2025186Closed001 - Tempe Union High School District #213I8,253.54
NTN-757630-DI-01-SA-01E00112/27/202404/23/202504/23/2025118Closed001 - Tempe Union High School District #213I6,628.57
NTN-75985-DI-01-SA-01E00106/24/202111/28/202111/28/2021158Closed001 - Tempe Union High School District #213I7,771.43
NTN-364723-DI-01-SA-01E00101/27/202305/28/202305/28/2023122Closed001 - Tempe Union High School District #213I3,657.14
NTN-1043483-DI-01-SA-01E00101/30/202608/03/202608/03/2026186Closed001 - Tempe Union High School District #213I8,381.34
NTN-483894-DI-01-SA-01E00109/12/202303/15/202403/15/2024186Closed001 - Tempe Union High School District #213I8,984.89
NTN-751956-DI-01-SA-01E00112/16/202403/18/202503/18/202593Closed001 - Tempe Union High School District #213I3,662.25
NTN-782828-DI-01-SA-01E00102/21/202508/15/202504/06/202545Denied Claim Withdrawn001 - Tempe Union High School District #213I
NTN-735213-DI-01-SA-01E00111/11/202402/16/202502/16/202598Closed001 - Tempe Union High School District #213I4,191.07
NTN-122766-DI-01-SA-01E00109/29/202102/02/202202/02/2022127Closed001 - Tempe Union High School District #213I4,228.57
NTN-1028272-DI-01-SA-01E00111/18/202505/22/202605/22/2026186Closed001 - Tempe Union High School District #213I6,242.76
NTN-707032-DI-01-SA-01E00109/13/202412/05/202411/07/202456Denied - Condition Unsatisfied001 - Tempe Union High School District #213I
NTN-478119-DI-01-SA-01E00107/20/202301/20/202401/20/2024185Closed001 - Tempe Union High School District #213I9,999.00
NTN-619444-DI-01-SA-01E00104/10/202410/11/202410/11/2024185Closed001 - Tempe Union High School District #213I12,975.12
NTN-653076-DI-01-SA-01E00106/05/202408/07/2024Denied - Condition Unsatisfied001 - Tempe Union High School District #213I
NTN-502735-DI-01-SA-01E00111/06/202301/01/202401/01/202457Closed001 - Tempe Union High School District #213I(50.00)
NTN-425313-DI-01-SA-01E00104/18/202308/27/202308/27/2023132Closed001 - Tempe Union High School District #213I4,017.29
NTN-719629-DI-01-SA-01E00110/26/202402/09/202502/09/2025107Closed001 - Tempe Union High School District #213I5,371.43
NTN-75920-DI-01-SA-01E00105/06/202109/21/202109/21/2021139Closed001 - Tempe Union High School District #213I5,600.00
NTN-824767-DI-01-SA-01E00104/08/202510/10/202510/10/2025186Closed001 - Tempe Union High School District #213I14,400.00
NTN-684766-DI-01-SA-01E00109/13/202409/25/2024Denied Set Up in Error001 - Tempe Union High School District #213I
NTN-508999-DI-01-SA-01E00110/17/202304/18/202404/18/2024185Closed001 - Tempe Union High School District #213I14,400.00
NTN-692032-DI-01-SA-01E00109/02/202403/06/202503/06/2025186Closed001 - Tempe Union High School District #213I10,027.80
NTN-657529-DI-01-SA-01E00107/19/202401/05/202501/05/2025171Closed001 - Tempe Union High School District #213I12,685.71
NTN-619575-DI-01-SA-01E00104/22/202410/23/202410/23/2024185Closed001 - Tempe Union High School District #213I1,529.46
NTN-716283-DI-01-SA-0110/09/202411/14/2024Closed001 - Tempe Union High School District #213I
NTN-517876-DI-01-SA-01E00110/18/202304/19/202404/19/2024185Closed001 - Tempe Union High School District #213I9,245.34
NTN-1064705-DI-01-SA-01E00104/01/202608/03/2026125Approved001 - Tempe Union High School District #213I7,428.57
NTN-515046-DI-01-SA-01E00109/20/202312/20/202312/20/202392Closed001 - Tempe Union High School District #213I2,373.64

&"Arial,Bold"&10 Total Count &"-,Bold"49 &"-,Bold"Average Duration &"-,Bold"121.5 &"-,Bold"Average Age &"-,Bold"55.8 &"-,Bold"% Male &"-,Bold"0 &"-,Bold"% Female &"-,Bold"0 &"-,Bold"8/28/2026 &"Arial,Bold"&11 ________________________________

Summary Data

Compass Premium vs Claims
Tempe Union High School DistrictRun Date: 8/27/2026
201656Start Date: 1/1/2020
PREMIUM TYPE: PaidEnd Date: 8/27/2026
Policy #Source Policy NumberBenefitBilling Statement DateTotal PremiumEmployee PremiumDependent PremiumTotal ClaimsEmployee ClaimsDependent ClaimsTotal LivesEmployee LivesDependent LivesVolume
201656201656SUNADV1/1/20200.000.0002174.902174.900000.00
201656201656SUNADV2/1/20200.000.000384.93384.9300000.00
201656201656SUNADV5/1/20200.000.0002483.932483.9300000.00
201656201656SUNADV9/1/20200.000.0004685.724685.7200000.00
201656201656SUNADV1/1/20210.000.00015329.1915329.1900000.00
201656201656SUNADV2/1/20210.000.0004967.954967.9500000.00
201656201656SUNADV8/1/20210.000.000986.913428.5700000.00
201656201656SUNADV8/1/20210.000.0003428.573428.5700000.00
201656201656SUNADV9/1/20210.000.0001842.24640000000.00
201656201656SUNADV9/1/20210.000.0006400.00640000000.00
201656201656SUNADV10/1/20210.000.0002302.80720000000.00
201656201656SUNADV10/1/20210.000.0007200.00720000000.00
201656201656SUNADV11/1/20210.000.000855.336742.8600000.00
201656201656SUNADV11/1/20210.000.0006742.866742.8600000.00
201656201656SUNADV1/1/20220.000.0001028.571028.5700000.00
201656201656SUNADV2/1/20220.000.0003916.323916.3200000.00
201656201656SUNADV3/1/20220.000.0001790.801790.800000.00
201656201656SUNADV4/1/20220.000.0001432.641432.6400000.00
201656201656SUNADV5/1/20220.000.000716.32716.3200000.00
201656201656SUNADV12/1/20220.000.000326.82326.8200000.00
201656201656SUNADV1/1/20230.000.000420.20420.200000.00
201656201656SUNADV3/1/20230.000.000503.50503.500000.00
201656201656SUNADV4/1/20230.000.0004222.934222.9300000.00
201656201656SUNADV5/1/20230.000.0006174.646174.6400000.00
201656201656SUNADV6/1/20230.000.000237.43237.4300000.00
201656201656SUNADV8/1/20230.000.0002091.192091.1900000.00
201656201656SUNADV9/1/20230.000.0004211.814211.8100000.00
201656201656SUNADV10/1/20230.000.0008247.298247.2900000.00
201656201656SUNADV11/1/20230.000.0006907.696907.6900000.00
201656201656SUNADV12/1/20230.000.0008176.568176.5600000.00
201656201656SUNADV1/1/20240.000.00010997.8210997.8200000.00
201656201656SUNADV2/1/20240.000.0009462.099462.0900000.00
201656201656SUNADV3/1/20240.000.0005197.465197.4600000.00
201656201656SUNADV4/1/20240.000.0003744.333744.3300000.00
201656201656SUNADV5/1/20240.000.00014182.6814182.6800000.00
201656201656SUNADV6/1/20240.000.0002532.262532.2600000.00
201656201656SUNADV7/1/20240.000.0006429.256429.2500000.00
201656201656SUNADV8/1/20240.000.0004450.274450.2700000.00
201656201656SUNADV9/1/20240.000.0005853.675853.6700000.00
201656201656SUNADV10/1/20240.000.0009694.269694.2600000.00
201656201656SUNADV11/1/20240.000.00010720.5710720.5700000.00
201656201656SUNADV12/1/20240.000.0008301.558301.5500000.00
201656201656SUNADV1/1/20250.000.0008987.338987.3300000.00
201656201656SUNADV2/1/20250.000.00012377.5712377.5700000.00
201656201656SUNADV3/1/20250.000.00010770.1710770.1700000.00
201656201656SUNADV4/1/20250.000.0009392.399392.3900000.00
201656201656SUNADV5/1/20250.000.0007888.647888.6400000.00
201656201656SUNADV6/1/20250.000.0007911.207911.200000.00
201656201656SUNADV7/1/20250.000.0006296.336296.3300000.00
201656201656SUNADV8/1/20250.000.0004000.00400000000.00
201656201656SUNADV9/1/20250.000.0003200.00320000000.00
201656201656SUNADV10/1/20250.000.0001600.00160000000.00
201656201656SUNADV4/1/20260.000.0004855.484855.4800000.00
201656201656SUNADV5/1/20260.000.0001919.431919.4300000.00
201656201656SUNADV6/1/20260.000.0008035.338035.3300000.00
201656201656SUNADV7/1/20260.000.0005176.805176.800000.00
201656201656SUNADV8/1/20260.000.0002065.632065.6300000.00
Benefit Totals0.000.000.00296,232.55314,016.700.00

*Employee and dependent premium are combined for Life and ADD benefits *In situations where a policy has multiple bills, data will be displayed as of the date all accounts are paid. In these situations, lives, volume and premium may vary from prior months.

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