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Texas Department of Insurance
Topics:   A B C D E F G H I J K L M N O P Q R S T U V W X Y Z All

Mandated benefits data call

Reporting periods – January 1 to December 31 of the previous calendar year.

Report due date – June 1 of the current calendar year.

This page has the following sections:

Background information

As specified by Texas Insurance Code Section 38.252, certain health benefit plan issuers and health maintenance organizations (HMOs) are required to submit data to TDI concerning mandated health benefits and mandated offers of coverage.

Per 28 Texas Administrative Code, Chapter 21, Subchapter Z, this report applies to health benefit plan issuers subject to Texas Insurance Code Section 38.251 (concerning applicability) and who reported to the National Association of Insurance Commissioners (NAIC) for the previous year a total of $10 million or more in direct premiums earned in Texas for the following:

  • individual comprehensive health coverage;
  • small group comprehensive health coverage; or
  • large group comprehensive health coverage.

Only issuers meeting these requirements must submit data relating to mandated health benefits and mandated offers of coverage.

Issuers not meeting these requirements are not required to submit exempt reports.


Data collection instructions (PDF)

Reporting form

Data collection form (PDF)

Additional resources

Data collection methodologies (PDF)

Summary of 2017 rule revisions (PDF)

Code list workbook (XLSX)

Frequently Asked Questions

Why do we have to report this data?

In 2001, the Texas Legislature passed legislation requiring TDI to collect and report data about mandated health benefits and mandated offers of coverage (Insurance Code Chapter 38, Subchapter F). In 2002, TDI adopted 28 TAC Sections 21.3401 – 21.3409, which created the mandated benefits data call; TDI amended the rule in 2003 to clarify the reporting periods and revise the reporting deadlines. In 2017, TDI adopted additional rule amendments to improve the integrity of the data collected and reported by the issuers. A summary of the amendments is available in the additional resources section.

How do you determine which issuers are subject to the data call?

This data call applies to health benefit plan issuers who report to NAIC a total of $10 million or more in direct premiums earned in Texas for individual comprehensive health coverage, small group comprehensive health coverage, or large group comprehensive health coverage in the previous calendar year. Only issuers who meet these requirements must report. Issuers who do not meet the requirements are not required to submit exempt reports.

When is the report due?

Under 28 TAC Section 21.3404, the report is due by the close of business on June 1st of each year.

Do we need to submit a separate PDF with the signature of the person certifying the data?

No. It is not necessary to send a PDF with a signature. In Part J of the reporting form, the marked checkbox and completed contact information serve as the certification.

How do we submit the report?

Submit data to TDI by completing form LAH345 for each respective reporting year. Form LAH345 is an interactive PDF form. The forms are available in the reporting forms section. To prevent errors, TDI recommends downloading the form before entering data. Opening the form within a browser can cause problems. The form contains fellable fields that must be completed electronically using Adobe Reader 9.0 or higher to ensure proper form functionality. When completed, click the “Submit by Email” button located at the bottom of the form. The interactive button will convert the data to an XML attachment. TDI will not accept any reports submitted as a PDF or in a different format, including scanned PDF files.

What if we receive an error when attempting to submit the data form?

The form has validation rules that must be cleared before it can be submitted. Follow the instructions to correct any errors listed. After the validation rules are cleared, click the “Submit by Email” button again.

Do we have to list the codes in the claims identification section of the report (Part H)?

Yes. You must list the medical billing codes and filters used to identify applicable claims for each mandated benefit and mandated offer of coverage. The information will allow TDI to better understand the data and identify potential causes of data inconsistencies between responding issuers. Also, do not simply state, “See mandated benefits code list” or submit the codes as a separate email attachment. This information must be included in the report.

We noticed that there are codes missing from the code workbook. Are we supposed to report data for claims with these missing codes?

Yes. You must report any data that falls within the scope of each mandate. TDI provides the code workbook to help issuers identify claims data about the various mandated benefits and offers. It is a general reference tool and may not include all possible codes. The workbook does not include modifiers, but issuers will need to use them as necessary to report data accurately for professional and technical services. TDI staff with limited knowledge of medical coding performed the research and compiled the list. TDI asks that you report any discrepancies so staff can make the necessary revisions.

For more information, contact:

Last updated: 2/9/2024