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.
| Organization | State TOI | Filing Type | Company Tracking Number | Description | TDI File / SERFF Tracking Number | TDI Track / State Tracking Number | Date Approved/ Accepted | Short Track Rate |
|---|---|---|---|---|---|---|---|---|
| NCCI |
WC | RT | B-1446 RULE | B-1446 makes nonsubstantive revisions to NCCI's Basic Manual, Residual Market Manual, and Forms Manual | NCCI-133436612 | S706738 | 3/10/23 | No |
| NCCI |
WC | RT | TEXAS LC 07012023 | Texas Advisory Loss Costs and Rating Values Effective July 1, 2023 | NCCI-133461874 | S706906 | 2/28/23 | No |
| NCCI | WC | RT | 01-TX-2022 | Revisions to the Basic Manual to replace Texas classification codes with multistate codes | NCCI-133349086 | S704410 | 11/10/22 | No |
| NCCI | WC | RT | R-1420 | Revises the Excess Loss Pure Premium Factors (ELPPFs) and Excess Loss and Allocated Expense Pure Premium Factors (ELAEPPFs) and State average cost per case values by hazard group underlying the proposed ELPPFs and ELAEPPFs in NCCI’s Retrospective Rating Plan Manual for Workers Compensation and Employers Liability Insurance (Retrospective Rating Plan Manual) | NCCI-133266211 | S702175 | 8/9/22 | No |
| NCCI | WC | RT | E-1408 | E-1408 Revisions for New York Withdrawal From the NCCI Interstate Experience Rating Plan | NCCI-133091038 | S697957 | 4/8/22 | No |
| NCCI | WC | RT | B-1444 | B-1444—NCCI’s Basic Manual for Workers Compensation and Employers Liability Insurance | NCCI-132867551 | S692689 | 2/24/22 | No |
| NCCI | WC | RT | TEXAS LC 07012022 | Texas Advisory Loss Costs and Rating Values Filing Proposed Effective July 1, 2022 | NCCI-133056154 | S697064 | 2/15/22 | No |
| NCCI | WC | RT | 02-TX-2021 (RULE) | 02-TX-2021 Rules and an Endorsement Related to the Catastrophe (Other Than Certified Acts of Terrorism) Provision in Texas | NCCI-132958079 | S694945 | 1/5/22 | No |
| NCCI | WC | RT | R-1419 | Update to the Retrospective Rating Plan Parameters and Revisions to Basic Manual Appendix E - Classifications by Hazard Group | NCCI-132890963 | S693486 | 10/8/21 | No |
| NCCI | WC | RT | U-1402 | Injury Description Codes for Adverse Reaction to Vaccination for Covid-19 and Other Diseases | NCCI-132790842 | S690670 | 7/1/21 | No |
| NCCI | WC | RT | 01-TX-2021 | Revisions to the Retrospective Rating Plan Manual Rule 3-A in Texas | NCCI-132807457 | S691104 | 7/1/21 | No |
| NCCI | WC | RT | 01-TX-2020 | Reference for Negotiated Deductible in Texas to clarify that Type of Deductible Plan Code 13—Negotiated Deductible continues to apply in Texas | NCCI-132584608 | S685059 | 5/26/21 | No |
| NCCI | WC | RT | B-1438 | Revisions to Basic Manual Classifications for Oil and Gas Field Operations | NCCI-131967955 | S667548 | 5/24/21 | No |
| NCCI | WC | RT | TEXAS LC 07012021 | Texas Advisory Loss Costs and Rating Values Filing Proposed Effective July 1, 2021 | NCCI-132610403 | S685790 | 4/2/21 | No |
| NCCI | WC | RT | B-1442 | B-1442 Revisions to Basic Manual Appendix E - Classifications by Hazard Group. | NCCI-132508545 | S682726 | 3/9/21 | No |
| NCCI | WC | RT | B-1439 | B-1439 Revisions to Basic Manual Classifications and Appendix E, Including Construction Salespersons and Estimators. | NCCI-132099789 | S672692 | 12/22/20 | No |
| NCCI | WC | RT | B-1443 | This item removes the December 31, 2020 expiration date for rules that were established or revised as a result of the Coronavirus pandemic. |
NCCI-132554463 | S684071 | 12/16/20 | No |
| NCCI | WC | RT | E-1407 | E-1407 exclusion of COVID-19 claims from experience rating and merit rating. | NCCI-132378669 | S679281 | 9/14/20 | No |
| NCCI | WC | RT | B-1441 | B-1441 Revisions to NCCI manual rules related to the COVID-19. | NCCI-132346734 | S678390 | 8/4/20 | No |
| NCCI | WC | RT | B-1440 | B-1440 Revisions to the Basic Manual, including reformatting, the Preface, and Appendix G. | NCCI-132185552 | S674417 | 7/24/20 | No |
| NCCI | WC | RT | U-1401 | Implements changes to NCCI’s Statistical Plan for reporting COVID-19 claims. | NCCI-132330992 | S678074 | 6/26/20 | No |
| NCCI | WC | RT | 01-TX-2019-R | 01-TX-2019 (R) Revisions to Basic Manual for Workers Compensation and Employers Liability Insurance and Forms Manual of Workers Compensation and Employers Liability Insurance in Texas. | NCCI-132152568 | S673121 | 5/18/2020 | No |
| NCCI | WC | RT | R-1417 | R-1417 - 2019 Update to the Retrospective Rating Plan Parameters - Excess Loss Pure Premium Factors, Excess Loss and Allocated Expense Pure Premium Factors, and Average Cost Per Case Values. | NCCI-131931608 | S666820 | 8/19/19 | No |
| NCCI | WC | RT | B-1437 | B-1437- Revisions to Basic Manual Classifications and Appendix E- Classifications by Hazard Group, including Aircraft Maintenance. | NCCI-131651525 | S659234 | 8/13/19 | No |
| NCCI | WC | RT | 01-TX-2018 Withdrawal or Termination of Self-Insurance Using a Liability Transfer Transaction and Establishment of National Experience Rating Plan Manual Rule 2-E-2. | NCCI-131756726 | S661903 | 4/26/19 | No | |
| NCCI | WC | RT | TEXAS LC 07012019 | Texas Advisory Loss Costs and Rating Values Filing Proposed Effective July 1, 2019.(WITHDRAWN) | NCCI-131712440 | S660704 | 4/22/19 | No |
| NCCI | WC | RT | R-1416 | R-1416 Revisions to Retrospective Rating Plan Manual - Addition of Average Cost Per Case Values. | NCCI-131717557 | S660968 | 12/4/18 | No |
| NCCI | WC | RT | R-1414-A | R-1414-A Amendment to Item R-1414 - Revisions to Retrospective Rating Plan Manual Appendix B and all Related Rules and Endorsements. | NCCI-131545137 | S656077 | 11/30/18 | No |
| NCCI | WC | RT | TEXAS LC 07012019 | Texas Advisory Loss Costs and Rating Values Filing Proposed Effective July 1, 2019.(WITHDRAWN) | NCCI-131708790 | S660622 | 11/6/18 | No |
| NCCI |
WC | RT | B-1436 (FD) | B-1436 (FD) Revisions to Basic Manual Classifications and Appendix E - Classifications by Hazard Group. | NCCI-131257443 | S648308 | 8/10/18 | No |
| NCCI |
WC | RT | B-1436 (RD) | B-1436 (RD) Revisions to Basic Manual Classifications and Appendix E - Classifications by Hazard Group. | NCCI-131260899 | S648310 | 8/10/18 | No |
| NCCI | WC | RT | R-1415 | Revisions to the Excess Loss Pure Premium Factors and Excess Loss and Allocated Expense Pure Premium Factors in NCCI’s Retrospective Rating Plan Manual for Workers Compensation and Employers Liability Insurance. | NCCI-131526444 | S655608 | 7/25/18 | No |
| NCCI | WC | RT | E-1405 ( R ) | E-1405 (R) Revisions to Experience Rating Plan Manual Rules and the Notification of Change in Ownership Endorsement | NCCI-131304706 | S649427 | 7/23/18 | No |
| NCCI | WC | RT | 01-TX-2017 | Classification treatment of domestic workers in NCCI’s Basic Manual for Workers Compensation and Employers Liability Insurance. | NCCI-131272067 | S648455 | 7/11/18 | No |
| NCCI | WC | RT | TEXAS LC 07012018 | Texas Advisory Loss Costs and Rating Values Filing Proposed Effective July 1, 2018. | NCCI-131243333 | S647410 | 03/14/18 | No |
| NCCI | WC | RT | R-1414 (R) | R-1414 (R) Revisions to Retrospective Rating Plan Manual Appendix B and All Related Rules and Endorsements | NCCI-131092614 | S642699 | 01/11/18 | No |
| NCCI | WC | RT | E-1405 (R) | E-1405 (R) Revisions to Experience Rating Plan Manual Rules and the Notification of Change in Ownership Endorsement. (FILING REJECTED) | NCCI-131277257 | S649318 | 12/13/17 | No |
| NCCI | 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 | 10/06/17 | No |
| NCCI | 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 | 09/28/17 | No |
| NCCI | 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 | 09/19/17 | No |
| NCCI | 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 | 08/21/17 | No |
| NCCI | 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 | 08/21/17 | No |
| 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 | 05/01/17 | No |
| NCCI | WC | RT | 02-TX-2016 | 02-TX-2016 Revisions to the Negotiated Deductible Program Option in the Texas Miscellaneous Rules | NCCI-130748533 | S630996 | 12/29/16 | No |
| NCCI | WC | RT | TEXAS LC 07012017 | Texas -Voluntary Market - Advisory Loss Costs and Rating Values Proposed to be Effective July 1, 2017. | NCCI-130790719 | S632401 | 12/19/16 | No |
| NCCI | WC | RT | B-1432 R | B-1432 Establishment of Basic Manual Appendix G- Dispute Resolution Process | NCCI-130588705 | S625982 | 11/22/16 | No |
| 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 | 11/16/16 | No |
| NCCI | WC | RT | E-1404 | E-1404 Establishment of a Methodology to Calculate Experience Rating Premium Eligibility Amounts (Filing WITHDRAWN) | NCCI-130337313 | S617183 | 10/31/16 | No |
| NCCI | WC | RT | B-1431 | B-1431 Revisions to Basic Manual Classifications and Appendix E - Classification by Hazard Group | NCCI-130283119 | S615750 | 10/27/16 | No |
| NCCI | WC | RT | B-1430 R | B-1430 Elimination of Anniversary Rating Date (ARD) | NCCI-130130169 | S610491 | 8/15/16 | No |
| 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 | 8/1/16 | No |
| 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 | 8/1/16 | No |
| 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 | 5/16/16 | No |
| NCCI | WC | RT | B-1429 R | B-1429 Establishment of Audit Noncompliance Charge (FILING REJECTED). | NCCI-130064456 | S20861 | 5/9/16 | No |
| NCCI | WC | RT | 01-TX-2015 Rule | 01-TX-2015 Revisions to Basic Manual, Forms Manual, and Statistical Plan | NCCI-130100595 | S22338 | 4/28/16 | No |
| 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 | 12/18/15 | No |
| 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 | 8/25/15 | No |
| 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 | 8/25/15 | No |
| 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 | 5/13/15 | No |
| 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 | 5/13/15 | No |
| NCCI | WC | RT | 04-TX-2014 (VZ) | 4-TX-2014--Establishment of National Experience Rating Endorsements and Withdrawal of Texas Experience Rating Forms and Endorsements | NCCI-129733958 | S10206 | 1/21/15 | No |
| 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 | 11/25/14 | No |
| 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 | 11/25/14 | No |
| 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 | 9/11/14 | No |
| 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 | 9/11/14 | No |
| 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 | 9/3/14 | No |
| 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 | 9/3/14 | No |
| 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 | 4/11/14 | No |
| NCCI | WC | RT | Texas Revised Miscellaneous Values Effective 06/01/2014 | NCCI-129382086 | 132317 | 4/11/14 | No | |
| 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 | 1/7/14 | No | |
| 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 | 1/7/14 | No | |
| NCCI | WC | RT | R-1407 (CB) | R-1407 2013 Update to the Retrospective Rating Plan Parameters - State Hazard Group Differentials | 9212554337 | 127956 | 7/17/13 | No |
| NCCI | WC | RT | R-1406 (CB) | R-1406 2013 Update to the Retrospective Rating Plan Parameters - Excess Loss Factors | 9212553195 | 127421 | 7/17/13 | No |
| NCCI | WC | RT | TEXAS TECHNICAL SUPPLEMENT 06012013 | Technical Supplement to Advisory Voluntary Loss Cost Filing. | 9212545085 | 123287 | 2/26/13 | No |
| NCCI | WC | RT | TEXAS LC 06012013 | Workers Compensation Voluntary Loss Cost Filing. | 9212545086 | 123287 | 2/26/13 | No |
| NCCI | WC | RT | R-1404 | State Special Rating Values, Exhibit 1, State Special Rating Values Exhibit 2 | 9212540304 | 120875 | 8/16/12 | No |
| NCCI | WC | RT | R-1405 | Exhibit 1 Appendix A, Exhibit 2 State Hazard Group, Exhibit 2 Development | 9212540978 | 121255 | 8/15/12 | No |
| NCCI | WC | RT | TEXAS TECHNICAL SUPPLEMENT | Technical Supplement to Advisory Voluntary Loss Cost Filing | 9212532300 | 116590 | 1/6/12 | No |
| NCCI | WC | RT | TEXAS RETRO PLAN | Texas Retrospective Rating Values for NCCI's Retrospective Rating Plan Manual | 9212532302 | 116592 | 1/6/12 | No |
| NCCI | WC | RT | TEXAS LC 06012012 | Workers Compensation - Texas Advisory Voluntary Loss Cost Filing | 9212532300 | 116590 | 1/6/12 | No |
| 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 | 9/15/11 | No | |
| NCCI | WC | RT | 01-TX-2010 | Retrospective Rating Plan Manual for Workers Compensation & Employers Liability Insurance - 2009 Ed. | 9212519510 | 109488 | 2/23/11 | No |
| 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 | 2/23/11 | No |
| NCCI | WC | RT | NCCI Advisory Voluntary Loss Cost Filing | 9212519507 | 109485 | 2/23/11 | No | |
| NCCI | WC | RT | NCCI Technical Supplement to Advisory Voluntary Loss Cost Filing | 9212519508 | 109486 | 2/23/11 | No |
For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.
| Organization | State TOI | Filing Type | Company Tracking Number | Description | TDI File / SERFF Tracking Number | TDI Track / State Tracking Number | Date Approved/ Accepted | Short Track Rate |
|---|---|---|---|---|---|---|---|---|
| ISO | Cyber | RT | RP-2020-RCY20 | 2020 Cyber Individual Risk Premium Modification Plan Revision (WITHDRAWN) | ISOF-132619688 | S687272 | 6/28/2021 | No |
| ISO | Cyber | RT | CY-2020-RRU20 | 2020 Cyber Multistate Rules Revision (WITHDRAWN) | ISOF-132614146 | S687275 | 6/28/2021 | No |
| ISO | Cyber | RT | CY-2020-RLC20 | 2020 Cyber Multistate Loss Costs Revision (WITHDRAWN) | ISOF-132619615 | S687273 | 6/24/2021 | No |
| ISO | Cyber | RT | TRIA2019 CL-2020-OTRRU (CY) | Cyber Risk - Rules revised in response to the Terrorism Risk Insurance Program Reauthorization Act of 2019. | ISOF-132462116 | S681385 | 7/22/20 | Yes |
| ISO | Cyber | 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 | 09/21/17 | No |
| ISO | Cyber | 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 | 09/21/17 | Yes |
| ISO | Cyber | 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 | 09/21/17 | No |
For information prior to 2009, please download Advisory Organization Form Filings or Rate Filings lists for Property and Casualty from 1999 to 2008.