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TDI's Advisory Organization and State Agency Approved/Accepted Reference Filings List (9 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 - Bond
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 BB RT RP-2016-RCP16 This filing revises the Composite Rating Plan to update the various factor tables and makes minor editorial changes to clarify the application of the rules. ISOF-130844849 S634473 Prophete 4/21/17 Yes
SFAA BB RT TX-FLC-16 Computer Crime Policy for Financial Institutions SURE-130816212 S633980 Elliott 01/31/17
ISO BB RT FI-2016-RVCLC 2016 Financial Institutions Multistate Loss Costs Filing ISOF-130540216 S624262 Elliott 7/11/16
ISO BB RT FI-2016-RVCRU 2016 Financial Institutions Multistate Rules Filing ISOF-130558515 S624261 Elliott 7/11/16
ISO BB RT CR-2015-RLA1 This filing revises Commercial Crime loss costs for Fidelity and Burglary & Theft coverages only. This filing is contingent upon approval and implementation of CR-2015-OFR15 (S20601) and CR-2015-RRU15 (S20603/S20604). ISOF-130254870 S614582 Lu 11/10/15
ISO BB RT CR-2015-REL1 This filing revises the Supplemental Tables of the Rating Relativities and Factors section of Division Three - Crime and Fidelity of the Commercial Lines Manual (CLM). Please note that the -30% overall change reflected on the rate/rule schedule page includes the full effects of the Burglary & Theft experience review contained in companion loss cost filing CR-2015-RLA1. This filing is contingent upon approval and implementation of CR-2015-OFR15 (S20601) and CR-2015-RRU15 (S20603/S20604). ISOF-130266344 S614583 Lu 11/10/15
ISO BB RT CR-2015-RRU15 This filing introduces new and revised rules and rating factors in Division Three - Crime and Fidelity of the Commercial Lines Manual (CLM) relating to the new exposures of fraudulent impersonation and virtual currency. ISOF-130051895 S20604 Lu 5/6/15
ISO BB RT FI-2014-REL1 This filing revises the factor in Table 168.C.2.f.(RF) of the rating relativities factors section of Division Eighteen - Financial Institutions of the Commercial Lines Manual (CLM). ISOF-129387647 132402 Ryder 6/23/14
ISO BB RT FI-2014-RLA1 This filing revises the advisory prospective loss costs for the Financial Institutions program. ISOF-129380433 132401 Ryder 6/23/14
ISO BB RT CR-2013-RLA1 This filing revises Commercial Crime Loss Costs for Fidelity and Burglary & Theft Coverage Only. 9212559790 130800 Lu 12/6/13
ISO BB RT CR-2013-REL1 This filing revises the Supplemental Tables of the Rating Relativities and Factors Section of Division Three - Crime and Fidelity of the Commercial Lines Manual (CLM). Please note that the -25% overall change reflected on the Rate/Rule Schedule page includes the full effects of the Burglary & Theft Experience Review Contained in Companion Loss Cost Filing CR-2013-RLA1. 9212559791 130801 Lu 12/6/13
SFAA BB RT TX-FLC-13CC The Surety & Fidelity Assoc. of America is filing Revised Rules & Loss Costs for the Crime Protection Policy & Crime Protection Policy for Public Entities. A detailed filing memorandum has been attached to the supporting document schedule. 9212558847 130310 Ryder 10/21/13
ISO BB RT CR-2012-RRU12 Rules (Multistate) Section General Rules 9212546144 123844 Lu 2/12/13
ISO BB RT RP-2012-RCRP1 (CR) Commercial Crime - Texas Composite Rating Plan Exceptions Withdrawn 9212545990 123757 Sun 11/5/12
SFAA BB RT TX-FLC-12 New/Revised Loss Costs for Fidelity 9212542145 121790 Lara 9/17/12
SFAA BB RT TX-FM-19 N/A 9212535603 118370 Lara 9/4/12
ISO BB RT FI-2012-RLA1 Financial Institutions Advisory Prospective Loss Costs Revision 9212538734 120068 Lara 8/24/12
ISO BB RT FI-2011-RRU11 Rules Filing FI-2011-RRU11 Revised Rules also include Rates 9212538678 120042 Lara 8/24/12
ISO BB RT FI-2011-RLC11 FI-2011-RLC11 Revised Loss Costs 9212538679 120043 Lara 8/24/12
SFAA BB RT TX-FM-19CC Revised Rules for Crime Protection & Crime Protection Policy for Public Entities 9212535602 118369 Lu 7/25/12
ISO BB RT RP-2011-RFI11 Experience and Schedule Rating Plan Revision Introduction of New Coverages for Credit Unions and Mortgage Bankers 9212538680 120044 Burton 4/11/12
ISO BB RT CR-2011-RLA1 Revised Loss Costs 9212533234 117063 Lu 1/13/12
ISO BB RT FI-2011-RSDLC Financial Institutions Multistate Loss Cost Revision in Response to FINRA Rule 4360 Corresponding Filing Tracking #:FI-2011-OFSD1 (115569), FI-2011-ORSD1 (115570) 9212530512 115571 Lara 1/10/12
SFAA BB RT TX-FM-18 Page FI-36 Showing Rating Rule 9212529846 115202 Burton 12/2/11
ISO BB RT CR-2011-REL1 Rating Rules and Factors Supplemental Tables 9212533235 117064 Lu 10/28/11
SFAA BB RT TX-SLC-9 Surety Loss Cost Addendum 9212531005 115851 Lara 9/1/11
SAA BB RT TX-FLC-11 Page FID-LC-5 Revised May 1, 2011 Showing Revised Rates/Loss Costs;
Forms Filed Separately via SERFF Under Link #111786; Manual Rules Filed Separately via SERFF Under Link #111788
9212523652 111787 Burton 3/23/11
ISO BB RT CR-2009-RRU09 Crime Multistate Rules Revision 9212513356 106137 Lu 8/31/10
ISO BB RT CR-2009-RLC09 Crime Multistate Loss Costs Revision 9212513356 106137 Lu 8/31/10
ISO BB RT FI-2009-RLA1 2009 Revision of Financial Institutions Loss Costs 9212512555 105713 Burton 1/27/10
ISO BB RT CR-2009-RLA1 2009 Revision of Commercial Crime Loss Costs 9212510089 104382 Lu 11/19/09
ISO BB RT FI-2009-ORU09 Financial Institutions Multistate Rules/Rates Revision 9212506071 102229 Burton 9/18/09
ISO BB RT RP-2009-RF109 Financial Institutions Experience and Schedule Rating Plan 9212506071 102229 Burton 9/18/09
ISO BB RT FI-2009-RLC09 Advisory Loss Costs - Financial Institutions 9212506071 102229 Burton 9/18/09

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 - Commercial Automobile
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 CA RT RP-2016-RCP16 This filing revises the Composite Rating Plan to update the various factor tables and makes minor editorial changes to clarify the application of the rules. ISOF-130844923 S634475 Hintikka 3/17/17
Graphic which indicates new addition since last updateISO CA RT RP-2016-RRP16 This filing revises the Retrospective Rating Plan to update the various factor tables and makes minor editorial changes to clarify the application of the rules. ISOF-130844963 S634474 Hintikka 3/17/17
ISO CA RT CA-2016-BRLB1 This filing contains loss cost pages for use with the Commercial Auto Optional Classification Plan (OCP) rules in Division One-Automobile of the Commercial Lines Manual (CLM). ISOF-130793582 S632599 Hintikka 01/16/17
ISO CA RT CA-2016-BRLA1 This filing revises advisory prospective loss costs for the major Commercial Automobile classes, and provides the analyses used to derive those loss costs. ISOF-130793363 S632592 Hintikka 01/16/17
ISO CA RT CA-2016-OCRF1 Commercial Auto Rules Filing ISOF-130570580 S625056 Childs 6/8/16
ISO CA RT CA-2015-BRLA1 Commercial Auto Loss Costs Filing ISOF-130379227 S618180 Childs 2/22/16
ISO CA RT CA-2015-ROCP1 Commercial Auto Optional Classification Plan ISOF-130379250 S618181 Childs 2/22/16
ISO CA RT CA-2015-BRLB1 Commercial Auto Optional Classification Plan Loss Costs ISOF-130379254 S618182 Childs 2/22/16
ISO CA RT CA-2015-RACA Risk Analyzer Commercial Auto Environmental Module ISOF-130296560 S615635 Childs 12/18/15
ISO CA RT CA-2014-BRLA1 This filing revises advisory prospective loss costs for the major commercial automobile classes, and provides the analyses used to derive those loss costs. ISOF-129759797 S11025 Prophete 2/13/15
ISO CA RT CA-2013-RVTS1 This filing introduces Safety Scoring® Rating Procedures in Multistate Vehicle Telematics Rating Rule 114. in the Commercial Lines Manual - Commercial Auto. 9212562216 132090 Hurtado 3/11/14
ISO CA RT CA-2013-RPAC1 This filing Revises and Introduces Rules to Address Public Autos of the Commercial Lines Manual (CLM), Division One - Automobile in Texas. 9212560123 130977 Hurtado 1/21/14
ISO CA RT CA-2013-BRLA1 This filing Revises Advisory Prospective Loss Costs for the Major Commercial Automobile Classes, and Provides the Analyses used to Derive those Loss Costs. 9212560122 130976 Hurtado 1/21/14
ISO CA RT CA-2013-RBIRU This filing Introduces a Rule to Complement a New Coverage Option Being Introduced in the companion form filing. In Texas this rule will be Introduced in the Multistate Manual Under Rule 115. Filing CA-2013-RBIRU (Link #129148) was approved on 10/18/13 on a CMP basis. We are now filing it on a Monoline Commercial Auto basis. Under separate cover, we are withdrawing the CMP filing. 9212560151 130995 Hurtado 11/26/13
ISO CA RT CA-2013-RBILC This filing introduces Loss Costs to complement a new coverage option being introduced in the companion form filing. In TX these Loss Costs will be introduced in the Multistate Manual under Rule 115. filing CA-2013-RBILC (Link #129147) was approved on 10/18/13 on a CMP basis. We are now filing it on a Monoline Commercial Auto basis. Under separate cover, we are withdrawing the CMP filing. 9212560149 130993 Hurtado 11/22/13
ISO CA RT CA-2012-RADRU This filing revises and introduces various Multistate Rules for Division One - Automobile of the Commercial Lines Manual (CLM) relating to the Introduction of the Auto Dealers Coverage Form and Other Revisions being submitted in the companion forms filing. 9212558952 130381 Meyer 11/5/13
ISO CA RT CA-2012-RADLC (MONO) This filing revises and introduces various Loss Costs for Division One - Automobile of the Commercial Lines Manual (CLM) relating to the Introduction of the Auto Dealers Coverage Form and Other Revisions being submitted in the companion forms and rules filings. 9212559539 130679 Meyer 11/5/13
ISO CA RT CA-2012-RADRU Commercial Auto Multistate Filing - Introduction of Auto Dealers Coverage Rules and Other Revisions/CA-2012-RADRU 9212558952 130381 Meyer 10/7/13
ISO CA RT CA-2012-RVTR1 Page B-1 Showing Vehicle Telematics Rating. Introduction of The Vehicle Telematics Rating Rule. 9212548917 125254 Meyer 4/4/13
ISO CA RT CA-2012-RZRLC Revision of Commercial Auto Zone-Related Risks Loss Costs. 9212549781 125693 Meyer 3/21/13
ISO CA RT CA-2012-RZR1 Revision of Commercial Auto Zone-Related Risks Rules. 9212549780 125692 Meyer 3/21/13
ISO CA RT CA-2012-BRLA1 Revision of Liability and Physical Damage Loss Costs. 9212546087 123810 Hoover 1/17/13
ISO CA RT RP-2012-RCRP1 (CA) Texas Composite Rating Plan Exceptions Withdrawn 9212545988 123755 Meyer 11/1/12
ISO CA RT RP-2012-RPD12 Revision Commercial Automobile Physical Damage Experience & Schedule Rating Plan 9212544286 122898 Meyer 10/11/12
ISO CA RT RP-2012-RAL12 Revision to Commercial Auto Liability Experience and Schedule Rating Plan 9212544285 122897 Meyer 10/11/12
ISO CA RT CA-2011-RUMLC Texas Loss Costs Revision to Rule 97, Uninsured Motorists Insurance 9212533776 117393 Meyer 1/26/12
ISO CA RT CA-2011-RCP1 Revision of Commercial Auto Classification Plan 9212533535 117254 Meyer 11/23/11
ISO CA RT CA-2011-IALL1 Revision of Commercial Auto Liability Increased Limits Factors 9212533534 117253 Meyer 11/23/11
ISO CA RT CA-2011-BRLA1 Commercial Automobile Advisory Prospective Loss Cost Revision 9212533533 117252 Meyer 11/23/11
ISO CA RT CA-2009-RLC09 (2) 2010 Introduction of the Commercial Auto Multistate Loss Costs 9212520794 110170 Meyer 3/17/11
ISO CA RT CA-2009-RRU09 (2) 2010 Multistate Revision to the Commercial Auto Rules 9212520794 110170 Meyer 2/15/11
ISO CA RT CA-2010-IALL1 Commercial Auto Liability Increased Limits Factors Revision 9212523614 111762 Meyer 2/8/11
ISO CA RT CA-2010-BRLA1 Revision of Liability and Physical Damage Loss Costs for Commercial Auto 9212523088 111433 Meyer 1/4/11
ISO CA RT CA-2009-BRLA1 Commercial Auto; Revision of Liability and Physical Damage Loss Costs 9212510944 104839 Lara 12/18/09
ISO CA RT CA-2008-BRLA1 Commercial Auto; Revision of Liability and Physical Damage Loss Costs 9212500861 99597 Lara 3/23/09

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 - Commercial Multi-Peril



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Last updated: 06/27/2017

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