Chart showing Unit Statistical Plan reporting requirements by month.
Carriers must value and report the results on each policy, by state, per the Statistical Plan. The plan is filed for use in Indiana. Basically, the carrier provides audited payroll, premium, and loss information within the timeframes shown below.
| Policy Effective Date | Valuation Month 18 Months AfterPolicy Effective Month | Report Month 20 Months AfterPolicy Effective Month |
| January | July | September |
| February | August | October |
| March | September | November |
| April | October | December |
| May | November | January |
| June | December | February |
| July | January | March |
| August | February | April |
| September | March | May |
| October | April | June |
| November | May | July |
| December | June | August |
