Attachment_8_-_Technical_Exhibit_OFR_Census.xlsx

XLSX spreadsheet 18 KB Posted Jul 13, 2015

Attached to: Life Insurance for the OCC
Solicitation number: CC15HQR0017
Issued by: Department of the Treasury Office of the Comptroller of the Currency

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Attachment 8 - Technical Exhibit OFR Census

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File	Type	Posted
Attachment_2_-_Technical_Exhibit_OCC_Life_Census_2015-07-11.xlsx	XLSX spreadsheet	Jul 31, 2015
Attachment_8_-_Technical_Exhibit_OFR_Census_Report_PP06-2015_Life.xlsx	XLSX spreadsheet	Jul 31, 2015
CC15HQR0017 _Life_Insurance _Responses_to_Questions.pdf	PDF	Jul 31, 2015
CC15HQR0017 _Life_insurance _SF_1449.pdf	PDF	Jul 13, 2015
Attachment_11_-_OCC_IT_Accessibility_Questionnaire.docx	DOCX document	Jul 13, 2015
Attachment_14_-_Past_Performance_Questionnaires.docx	DOCX document	Jul 13, 2015
Attachment_4_-_Technical_Exhibit_OCC_Certificate.pdf	PDF	Jul 13, 2015
Attachment_7_-_Technical_Exhibit_OCC_Life_Claims_Data_Jan_2011_to_Feb_2015.xlsx	XLSX spreadsheet	Jul 13, 2015
Attachment_2_-_Technical_Exhibit_Active_Employee_Census_Data_2015-03-21.xls	XLS spreadsheet	Jul 13, 2015
Attachment_12_-_Questions_Form.docx	DOCX document	Jul 13, 2015
Attachment_13_-_Evaluation_Questionnaire.pdf	PDF	Jul 13, 2015
Attachment_9_-_Conditional_Access__to_Sensitive_but_Unclassified_Information_Non-Disclosure_Agreement.doc	DOC document	Jul 13, 2015
Attachment_1_-_Pricing_Structure.docx	DOCX document	Jul 13, 2015
Attachment_10_-_Service_Provider_Self-Assessment.pdf	PDF	Jul 13, 2015
Attachment_5_-_Technical_Exhibit_Domestic_Partner_Affadavit.pdf	PDF	Jul 13, 2015
CC15HQR0017 _Life_Insurance _RFP.pdf	PDF	Jul 13, 2015
Attachment_6_-_Technical_Exhibit_OCC_Group_Life_Optional_Rates.pdf	PDF	Jul 13, 2015
Attachment_3_-_Technical_Exhibit_Retiree_Census.xlsx	XLSX spreadsheet	Jul 13, 2015
Life_insurance_synopsis_attachment.docx	DOCX document	Jun 22, 2015

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Report 1

OFR LIfe Basic Amt	OCC Life Opt 1 Coverage Amount	OCC Life Option 2 Coverage Amount	OCC Lif Opt 2 Pct	OCC Life Opt 3 Coverage Indicator	OCC Life 3 Multiplier	Gender Code	Birth Date	Age	State	OFR Life Code Desc
58,000.00				N		F- Female	04/29/1984	30.9	MD	01 - BASIC ONLY
58,000.00	300,000.00			Y	5	M - Male	11/02/1970	44.4	VA	33 - BASIC/EMPLOYEE/FAMILY 5X
68,000.00				N		F- Female	11/19/1957	57.4	MD	01 - BASIC ONLY
69,000.00	100,000.00			N		M - Male	02/08/1983	32.2	VA	05 - BASIC/EMPLOYEE
74,000.00				N		M - Male	10/03/1987	27.5	VA	01 - BASIC ONLY
76,000.00	50,000.00			N		F- Female	02/23/1970	45.1	NY	05 - BASIC/EMPLOYEE
77,000.00				N		F- Female	10/15/1990	24.5	DC	01 - BASIC ONLY
80,000.00	50,000.00			N		M - Male	05/23/1982	32.9	VA	05 - BASIC/EMPLOYEE
81,000.00		40,500.00	50.0	N		F- Female	05/15/1970	44.9	MD	02 - BASIC/SPOUSE 50
82,000.00				N		M - Male	06/13/1957	57.8	MD	01 - BASIC ONLY
83,000.00	75,000.00			N		M - Male	03/14/1991	24.1	DC	05 - BASIC/EMPLOYEE
85,000.00	75,000.00			N		M - Male	08/01/1988	26.7	DC	05 - BASIC/EMPLOYEE
86,000.00				N		F- Female	06/17/1967	47.8	VA	01 - BASIC ONLY
88,000.00				N		F- Female	05/15/1980	34.9	MD	01 - BASIC ONLY
88,000.00	75,000.00			N		F- Female	07/06/1960	54.7	MD	05 - BASIC/EMPLOYEE
90,000.00				N		F- Female	10/08/1971	43.5	MD	01 - BASIC ONLY
92,000.00				N		F- Female	12/26/1980	34.3	MD	01 - BASIC ONLY
100,000.00		100,000.00	100.0	N		M - Male	10/10/1984	30.5	DC	09 - BASIC/SPOUSE 100
101,000.00				N		F- Female	11/24/1990	24.4	DC	01 - BASIC ONLY
102,000.00	300,000.00			Y	4	M - Male	10/23/1968	46.4	VA	27 - BASIC/EMPLOYEE/FAMILY 4X
104,000.00				N		M - Male	12/18/1968	41.6	VA	01 - BASIC ONLY
110,000.00	300,000.00			N		F- Female	09/04/1980	34.6	VA	05 - BASIC/EMPLOYEE
112,000.00	300,000.00	112,000.00	100.0	N		M - Male	07/07/1980	34.7	VA	11 - BASIC/EMPLOYEE/SPOUSE 100
114,000.00	300,000.00			Y	3	F- Female	11/28/1961	53.3	MD	21 - BASIC/EMPLOYEE/FAMILY 3X
116,000.00				N		M - Male	12/21/1979	35.3	MD	01 - BASIC ONLY
117,000.00	100,000.00	117,000.00	100.0	N		F- Female	09/14/1962	52.6	MD	11 - BASIC/EMPLOYEE/SPOUSE 100
119.000.00	300,000.00			N		M - Male	07/16/1960	54.7	VA	05 - BASIC/EMPLOYEE
120,000.00		120,000.00	100.0	Y	3	M - Male	11/20/1984	30.4	VA	23 - BASIC/SPOUSE 100/FAMILY 3X
122,000.00				N		M - Male	07/12/1981	33.7	MA	01 - BASIC ONLY
123,000.00				N		M - Male	05/10/1980	34.9	VA	01 - BASIC ONLY
124,000.00				N		M - Male	12/27/1984	30.3	NY	01 - BASIC ONLY
126,000.00				N		M - Male	11/23/1974	40.4	VA	01 - BASIC ONLY
126,000.00		126,000.00	100.0	N		M - Male	01/25/1967	48.2	DC	09 - BASIC/SPOUSE 100
126,000.00				Y	5	M - Male	02/08/1975	40.2	MD	31 - BASIC/FAMILY 5X
127,000.00				N		M - Male	04/15/1971	44.0	DC	01 - BASIC ONLY
128,000.00				N		M - Male	01/29/1985	30.2	MD	01 - BASIC ONLY
128,000.00	300,000.00	128,000.00	100.0	N		M - Male	09/11/1978	36.6	VA	11 - BASIC/EMPLOYEE/SPOUSE 100
129,000.00				N		F- Female	09/07/1973	46.3	VA	01 - BASIC ONLY
131,000.00	300,000.00			N		F- Female	03/04/1976	39.1	VA	05 - BASIC/EMPLOYEE
131,000.00	300,000.00	131,000.00	100.0	Y	5	F- Female	06/09/1970	44.8	MD	35 - BASIC/SPOUSE 100/FAMILY 5X
132,000.00				N		M - Male	04/16/1987	28.0	NY	01 - BASIC ONLY
132,000.00	300,000.00			N		M - Male	02/28/1972	43.1	VA	05 - BASIC/EMPLOYEE
132,000.00	200,000.00	66,000	50.0	N		M - Male	07/24/1980	34.7	VA	06 - BASIC/EMPLOYEE/SPOUSE 50
133,000.00				N		M - Male	09/11/1981	33.6	MD	01 - BASIC ONLY
134,000.00	300,000.00			N		M - Male	01/04/1974	41.2	VA	05 - BASIC/EMPLOYEE
137,000.00				N		M - Male	03/26/1985	30.0	DC	01 - BASIC ONLY
138,000.00	300,000.00	138,000.00	100.0	N		F- Female	01/27/1966	49.2	VA	11 - BASIC/EMPLOYEE/SPOUSE 100
139,000.00				N		F- Female	02/09/1972	43.1	VA	01 - BASIC ONLY
141,000.00				N		F- Female	08/18/1970	44.6	VA	01 - BASIC ONLY
141,000.00				N		M - Male	12/25/1962	52.3	MD	01 - BASIC ONLY
141,000.00	300,000.00	141,000.00	100.0	N		F- Female	08/07/1971	43.7	DC	11 - BASIC/EMPLOYEE/SPOUSE 100
142,000.00				N		M - Male	10/31/1980	34.4	MD	01 - BASIC ONLY
145,000.00	300,000.00			N		M - Male	10/28/1973	41.4	MD	05 - BASIC/EMPLOYEE
145,000.00	300,000.00	145,000.00	100.0	N		M - Male	12/29/1961	53.3	MD	11 - BASIC/EMPLOYEE/SPOUSE 100
146,000.00	300,000.00	146,000.00	100.0	N		M - Male	03/17/1972	43.0	VA	11 - BASIC/EMPLOYEE/SPOUSE 100
147,000.00				N		F- Female	06/25/1973	41.8	VA	01 - BASIC ONLY
149.000.00	300,000.00	149.000.00	100.0	N		F- Female	08/07/1964	50.7	MD	11 - BASIC/EMPLOYEE/SPOUSE 100
152,000.00	300,000.00	152,000.00	100.0	Y	5	M - Male	10/31/1979	35.4	MD	36 - BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X
156,000.00	300,000.00			N		M - Male	07/25/1967	47.7	NJ	05 - BASIC/EMPLOYEE
156,000.00	150,000.00	156,000.00	100.0	N		M - Male	12/28/1965	49.3	DC	11 - BASIC/EMPLOYEE/SPOUSE 100
157,000.00	275,000.00	157,000.00	100.0	Y	5	F- Female	12/13/1981	33.3	DC	36 - BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X
158,000.00				N		F- Female	02/18/1981	34.1	DC	01 - BASIC ONLY
159,000.00	300,000.00			N		F- Female	02/12/1957	58.1	VA	05 - BASIC/EMPLOYEE
162,000.00				N		M - Male	06/11/1977	37.8	MD	01 - BASIC ONLY
162,000.00	300,000.00			N		M - Male	09/23/1964	50.5	MA	05 - BASIC/EMPLOYEE
162,000.00		162,000.00	100.0	N		M - Male	07/31/1982	32.7	NJ	09 - BASIC/SPOUSE 100
163,000.00		163,000.00	100.0	N		F- Female	11/13/1979	35.4	MD	09 - BASIC/SPOUSE 100
168,000.00				N		F- Female	07/31/1974	40.7	DC	01 - BASIC ONLY
168,000.00				Y	5	F- Female	11/12/1962	52.4	VA	31 - BASIC/FAMILY 5X
169,000.00		84,500	50.0	N		M - Male	12/22/1953	61.3	MD	02 - BASIC/SPOUSE 50
169,000.00	300,000.00	169,000.00	100.0	Y	5	M - Male	07/19/1978	36.7	VA	36 - BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X
171,000.00				N		F- Female	12/02/1976	38.3	MD	01 - BASIC ONLY
172,000.00		86,000.00	50.0	N		M - Male	05/10/1974	40.9	VA	02 - BASIC/SPOUSE 50
176,000.00	200,000.00			N		F- Female	02/13/1962	53.1	VA	05 - BASIC/EMPLOYEE
177,000.00	300,000.00	177,000.00	100.0	N		M - Male	09/24/1966	48.5	MD	11 - BASIC/EMPLOYEE/SPOUSE 100
182,000.00				N		F- Female	01/06/1963	52.2	WI	01 - BASIC ONLY
182,000.00				N		M - Male	02/16/1959	56.1	VA	01 - BASIC ONLY
182,000.00				N		M - Male	11/06/1974	40.4	VA	01 - BASIC ONLY
182,000.00				N		M - Male	03/26/1974	41.0	DC	01 - BASIC ONLY
191,000.00				N		M - Male	08/23/1961	53.6	NC	01 - BASIC ONLY
194,000.00				N		M - Male	07/23/1954	60.7	NJ	01 - BASIC ONLY
197,000.00	300,000.00	197,000.00	100.0	Y	5	M - Male	10/30/1971	43.4	VA	36 - BASIC/EMPLOYEE/SPOUSE 100/FAMILY 5X
206,000.00	100,000.00	103,000	50.0	N		M - Male	05/30/1962	52.8	VA	06 - BASIC/EMPLOYEE/SPOUSE 50
217,000.00	300,000.00			N		M - Male	01/30/1954	61.2	VA	05 - BASIC/EMPLOYEE
219,000.00				N		F- Female	11/23/1966	48.4	VA	01 - BASIC ONLY
243,000.00				N		F- Female	11/09/1961	53.4	MD	01 - BASIC ONLY
243,000.00				N		M - Male	03/06/1968	47.1	MD	01 - BASIC ONLY
250,000.00				N		M - Male	07/21/1950	64.7	NY	01 - BASIC ONLY
300,000.00				N		F- Female	10/30/1962	52.4	DC	01 - BASIC ONLY
300,000.00				N		M - Male	03/31/1969	46.0	MD	01 - BASIC ONLY
300,000.00				N		M - Male	03/25/1959	56.0	VA	01 - BASIC ONLY
300,000.00	300,000.00			N		F- Female	02/14/1956	59.1	DC	05 - BASIC/EMPLOYEE
300,000.00	300,000.00	300,000.00	100.0	N		F- Female	10/15/1960	54.5	MD	11 - BASIC/EMPLOYEE/SPOUSE 100

&"Arial,Bold"&12ATTACHMENT 8 - TECHNICAL EXHIBIT OFR CENSUS

File details come from the government source that posted it. Updated Nov 14, 2017.