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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
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 
NCCIIndicates new addition since last update. 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
NCCIIndicates new addition since last update. 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.

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PC Actuarial - Cyber Risk
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.

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For more information, contact: PropertyCasualty@tdi.texas.gov

Last updated: 5/11/2023