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
20 Months AfterPolicy Effective Month
The spreadsheet in the link below will allow you to enter a specific rating effective date and will display when unit reports are due for a particular policy effective date.
[ER Due Dates.xls]