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TDI's Advisory Organization and State Agency Approved/Accepted Reference Filings List (15 of 15, Actuarial)****Continued****

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

Indicates new addition since last update.Indicates new addition since last update.

PC Actuarial - Workers' Compensation
Org. Doc Code Filing Type Filing Org. No. Description TDI File No. / SERFF Tracking No. Assigned TDI Link No. Assigned Date Approved/ Accepted Short Track Rate Filing
Graphic which indicates new addition since last updateNCCI WC RT U-1400 The primary purpose of this item is to implement a newly redesigned Part 6 Coding Values in NCCI's Statistical Plan for Workers Compensation and Employers Liability Insurance (Statistical Plan). NCCI-130886160 S636767 Elliott 10/06/17
Graphic which indicates new addition since last updateNCCI WC RT B-1435 B-1435 Revisions to Basic Manual Classifications and Appendix E - Classifications by Hazard Group, including Trucking and Towing NCCI-130775845 S633296 Elliott 09/28/17
Graphic which indicates new addition since last updateNCCI WC RT B-1433 B-1433 Revisions to Basic Manual Rule 1 - Classification Assignment and Rule 2 - Premium Basis and Payroll Allocation NCCI-130670465 S628785 Elliott 09/19/17
Graphic which indicates new addition since last updateNCCI WC RT R-1413 (EL) R-1413 (EL) —2017 Update to the Retrospective Rating Plan Parameters-Hazard Group Differentials, Excess Loss Pure Premium Factors and Excess Loss and Allocated Expense Pure Premium Factors NCCI-131071375 S642136 Elliott 08/21/17
Graphic which indicates new addition since last updateNCCI WC RT R-1413 (HG) R-1413 (HG) —2017 Update to the Retrospective Rating Plan Parameters-Hazard Group Differentials, Excess Loss Pure Premium Factors and Excess Loss and Allocated Expense Pure Premium Factors NCCI-131076822 S642135 Elliott 08/21/17
NCCI WC RT 01-TX-2016 01-TX-2016 Elimination of A-Rating Process for Classification and Statistical Codes in NCCI's Manuals NCCI-130468058 S620905 Elliott 05/01/17
NCCI WC RT 02-TX-2016 02-TX-2016 Revisions to the Negotiated Deductible Program Option in the Texas Miscellaneous Rules NCCI-130748533 S630996 Elliott 12/29/16
NCCI WC RT B-1432 R B-1432 Establishment of Basic Manual Appendix G- Dispute Resolution Process NCCI-130588705 S625982 Elliott 11/22/16
NCCI WC RT 01-TX-2016 01-TX-2016 Elimination of A-Rating Process for Classification and Statistical Codes in NCCI's Manuals NCCI-130468058 S620905 Elliott 11/16/16
NCCI WC RT E-1404 E-1404 Establishment of a Methodology to Calculate Experience Rating Premium Eligibility Amounts (Filing WITHDRAWN) NCCI-130337313 S617183 Elliott 10/31/16
NCCI WC RT B-1431 B-1431 Revisions to Basic Manual Classifications and Appendix E - Classification by Hazard Group NCCI-130283119 S615750 Elliott 10/27/16
NCCI WC RT B-1430 R B-1430 Elimination of Anniversary Rating Date (ARD) NCCI-130130169 S610491 Elliott 8/15/16
NCCI WC RT R-1412 (HG) R-1412 (HG) 2016 Update to the Retrospective Rating Plan Parameters - Hazard Group Differentials, Excess Loss Pure Premium Factors and Excess Loss and Allocated Expense Pure Premium Factors NCCI-130603086 S626407 Elliott 8/1/16
NCCI WC RT R-1412 (EL) R-1412 (EL) 2016 Update to the Retrospective Rating Plan Parameters - Hazard Group Differentials, Excess Loss Pure Premium Factors and Excess Loss and Allocated Expense Pure Premium Factors NCCI-130606913 S626408 Elliott 8/1/16
NCCI WC RT 02-TX-2015 02-TX-2015 Revisions to Basic Manual Rule 3-A-24-C Terrorism and the Texas Workers Compensation Premium Algorithm NCCI-130225144 S613281 Elliott 5/16/16
NCCI WC RT 01-TX-2015 Rule 01-TX-2015 Revisions to Basic Manual, Forms Manual, and Statistical Plan NCCI-130100595 S22338 Elliott 4/28/16
NCCI WC RT TEXAS LC 07012016 Texas-Voluntary Market - Advisory Loss Costs and Rating Values Proposed to be Effective July 1, 2016 NCCI-130295528 S615549 Elliott 12/18/15
NCCI WC RT R-1411 This item revises the Hazard Group Differentials (commonly referred to as Relativities) and several national and state-specific rules in NCCI’s Retrospective Rating Plan Manual for Workers Compensation and Employers Liability Insurance (Retrospective Rating Plan Manual). NCCI-130115574 S23199 Elliott 8/25/15
NCCI WC RT R-1410 This item updates the Excess Loss Pure Premium Factors (ELPPFs) and Excess Loss and Allocated Expense Pure Premium Factors (ELAEPPFs) in NCCI’s Retrospective Rating Plan Manual for Workers Compensation and Employers Liability Insurance (Retrospective Rating Plan Manual). NCCI-130092499 S22248 Elliott 8/25/15
NCCI WC RT 06-TX-2014 (VZ) This item revises the rules for Professional Employer Organizations (PEOs) in NCCI's Experience Rating Plan Manual for Workers Compensation and Employers Liability Insurance (Experience Rating Plan Manual). NCCI-129848095 S13712 Elliott 5/13/15
NCCI WC RT 05-TX-2014 (R) This item revises the rules, forms, and endorsements for Professional Employer Organizations (PEOs) in Texas. NCCI-129841028 S13435 Elliott 5/13/15
NCCI WC RT TEXAS EXPERIENCE RATING VALUES In accordance with the changes to the Texas Experience Rating Plan Manual proposed under Texas Department of Insurance Petition W-0914-07-I, we are providing for your consideration updated experience rating values.  These updated values are necessary to implement the new experience rating plan proposed in the pending petition. These revised values will be effective July 1, 2015 upon adoption of the aforementioned petition. NCCI-129741431 S10479 Elliott 11/25/14
NCCI WC RT TEXAS-LOSS COST 2015 In accordance with the applicable statutes and regulation of the State of Texas, we are filing for your consideration revised workers compensation voluntary loss costs to become effective June 1, 2015. NCCI-129739327 S10478 Elliott 11/25/14
NCCI WC RT R-1409 (MJ) This item revises the Hazard Group Differentials (commonly referred to as Relativities) in NCCI's Retrospective Rating Plan Manual for Workers Compensation and Employers Liability Insurance (Retrospective Rating Plan Manual). NCCI-129606704 S5946 Elliott 9/11/14
NCCI WC RT R-1408 (MJ) This item proposes to:
Update the Excess Loss Pure Premium Factors (ELPPFs) and Excess Loss and Allocated Expense Pure Premium Factors (ELAEPPFs) in NCCI's Retrospective Rating Plan Manual for Workers Compensation and Employers Liability Insurance (Retrospective Rating Plan Manual).
Introduce a newly enhanced methodology for determining ELPPFs and ELAEPPFs.
NCCI-129548320 S5126 Elliott 9/11/14
NCCI WC RT 02-TX-2014-R 02-TX-2014 Update Federal Mine Safety and Health Act references and eliminate per passenger seat surcharge (Basic Manual and Forms Manual). NCCI-129459956 S2094 Elliott 9/3/14
NCCI WC RT 03-TX-2014-R 03-TX-2014 Update Federal Mine Safety and Health Act references; Eliminate per passenger seat surcharge; exclude fraudulent and/or non compensable losses from incurred losses (Retrospective Rating Plan and Forms). NCCI-129459965 S2091 Elliott 9/3/14
NCCI WC RT 01-TX-2014 (VZ) This item replaces Texas Basic Manual of Rules, Classifications and Experience Rating for Workers' Compensation and Employers' Liability Insurance (Basic Manual) references and TX rules with references to NCCI's Basic Manual for Workers Compensation and Employers Liability Insurance (Basic Manual) and NCCI rules in NCCI's Retrospective Rating Plan Manual for Workers Compensation and Employers Liability Insurance (Retrospective Rating Plan Manual).  NCCI-129398693 132523 Elliott 4/11/14
NCCI WC RT   Texas Revised Miscellaneous Values Effective 06/01/2014 NCCI-129382086 132317 Elliott 4/11/14
NCCI WC RT   The Proposed June 1, 2014 Loss Costs will Replace the June 1, 2013 Loss Costs for all Policies Effective June 1, 2014 and Subsequent. Carriers that choose to use NCCI's Loss Costs as a base for their rates will be required to file a Loss Cost Multiplier (LCM) Reflecting the use of NCCI's June 1, 2014 Loss Costs for all Policies effective June 1, 2014 and Subsequent. 9212559756 130784 Buhro 1/7/14
NCCI WC RT   The Proposed June 1, 2014 Loss Costs will Replace the June 1, 2013 Loss Costs for all Policies Effective June 1, 2014 and Subsequent. Carriers that choose to use NCCI's Loss Costs as a base for their rates will be required to file a Loss Cost Multiplier (LCM) Reflecting the use of NCCI's June 1, 2014 Loss Costs for all Policies effective June 1, 2014 and Subsequent. 9212559755 130784 Buhro 1/7/14
NCCI WC RT R-1407 (CB) R-1407 2013 Update to the Retrospective Rating Plan Parameters - State Hazard Group Differentials 9212554337 127956 Buhro 7/17/13
NCCI WC RT R-1406 (CB) R-1406 2013 Update to the Retrospective Rating Plan Parameters - Excess Loss Factors 9212553195 127421 Buhro 7/17/13
NCCI WC RT TEXAS TECHNICAL SUPPLEMENT 06012013 Technical Supplement to Advisory Voluntary Loss Cost Filing. 9212545085 123287 Buhro 2/26/13
NCCI WC RT TEXAS LC 06012013 Workers Compensation Voluntary Loss Cost Filing. 9212545086 123287 Buhro 2/26/13
NCCI WC RT R-1404 State Special Rating Values, Exhibit 1, State Special Rating Values Exhibit 2 9212540304 120875 Buhro 8/16/12
NCCI WC RT R-1405 Exhibit 1 Appendix A, Exhibit 2 State Hazard Group, Exhibit 2 Development 9212540978 121255 Buhro 8/15/12
NCCI WC RT TEXAS TECHNICAL SUPPLEMENT Technical Supplement to Advisory Voluntary Loss Cost Filing 9212532300 116590 Lara 1/6/12
NCCI WC RT TEXAS RETRO PLAN Texas Retrospective Rating Values for NCCI's Retrospective Rating Plan Manual 9212532302 116592 Lara 1/6/12
NCCI WC RT TEXAS LC 06012012 Workers Compensation - Texas Advisory Voluntary Loss Cost Filing 9212532300 116590 Lara 1/6/12
NCCI WC RT   R-1403-2011 Update to Retrospective Rating Plan Parameters-Expected Loss Ranges and State Hazard Group Differentials-and Creation of Retrospective Rating Plan Manual Appendix D. Revision to TDI #9212519510 9212530129 115359 Buhro 9/15/11
NCCI WC RT 01-TX-2010 Retrospective Rating Plan Manual for Workers Compensation & Employers Liability Insurance - 2009 Ed. 9212519510 109488 Buhro 2/23/11
NCCI WC RT 02-TX-2010 Texas Retrospective Rating Values for NCCI's Retrospective Rating Plan Manual for Workers Compensation & Employers Liability Insurance-2009 Edition 9212519509 109487 Buhro 2/23/11
NCCI WC RT   NCCI Advisory Voluntary Loss Cost Filing 9212519507 109485 Buhro 2/23/11
NCCI WC RT   NCCI Technical Supplement to Advisory Voluntary Loss Cost Filing 9212519508 109486 Buhro 2/23/11

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

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PC Actuarial - Cyber Risk
Org. Doc Code Filing Type Filing Org. No. Description TDI File No. / SERFF Tracking No. Assigned TDI Link No. Assigned Date Approved/ Accepted Short Track Rate Filing
Graphic which indicates new addition since last updateISO CR RT CY-2017-RCYRU Filing updates Division Seventeen of the ISO Commercial Lines Manual to reflect the introduction of a new Cyber coverage form, various rule changes and the renaming and rebranding of the current ISO E-Commerce Program to the ISO Cyber Program. ISOF-131176225 S645347 Sun 09/21/17
Graphic which indicates new addition since last updateISO CR RT RP-2017-RCY17 Introduces new Individual Risk Premium Modification (IRPM) plans for the various Cyber policies. Renames and rebrands the current ISO E-Commerce Program to the ISO Cyber Program. ISOF-131176448 S645345 Sun 09/21/17 Yes
Graphic which indicates new addition since last updateISO CR RT CY-2017-RCYLC Introduces and revises loss costs for the ISO Cyber Program. Explains the methodology used to determine the rating factors in the companion rules filing CY-2017-RCYRU and renames and rebrands the current ISO E-Commerce Program to the ISO Cyber Program. ISOF-131176400 S645344 Sun 09/21/17

For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.

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Last updated: 11/17/2017

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