Annual/Quarterly Filing Information

​​​​​​​​​​Last Updated: June 25, 2021

Jump to Section: Annual Statement Packets | Annual/Quarterly Compulsory and Security Surplus Calculation | ​Annual Schedule of Taxes and Fees


​​

Annual Statement Packets

Health Maintenance Organizations (OCI 22-060)
Hospital, Medical, Dental and Indemnity Corporations (OCI 22-050)
Life, Accident and Health Insurers (OCI 22-040)
Life, Accident and Health Insurers Filing on the Health Blank (OCI 22-049)
Life Settlement Provider (OCI 22-051)
Limited Service Health Organizations (OCI 22-065)
Property and Casualty Insurers (OCI 22-010)​ (including Mortgage Guaranty Insurers) 
Property and Casualty Insurers Filing on the Health Blank (OCI 22-019)
Property Service Contract (OCI 27-003) (Service Contract)
     New option available for payment of the annual continuation of license fee. ​View information regarding the use of OPTins.
Title Companies (OCI 22-020)
Warranty Plans (OCI 27-002)
     New option available for payment of the annual continuation of license fee. View information regarding the use of OPTins.
Town Mutual Insurers (OCI 22-070)​​


Annual/Quarterly Compulsory and Security Surplus Calculation

OCI is updating the mechanism used for companies to make their Compulsory Surplus or Minimum Policyholder Position (MPP) filings, which will require the utilization of the Financial Filing Portal. We anticipate the new mechanism will be used for the reporting period ending September 30, 2021. Follow the instru​​ctions at oci.wi.gov/Pages/Companies/MakeFinancialFilings.aspx to gain access to the Financial Filing Portal.

Companies already registered do not have to register again. However, companies may want to register additional individuals to make these filings.

The URLs for the current filings will be disabled at the implementation of our updated reporting mechanism. Compulsory Surplus and MPP filings must be made using the new process to be considered filed.​

Fraternal Insurers Compulsory and Security Surplus Calculation (OCI 22-331)
Health Companies Compulsory and Security Surplus Calculation (OCI 22-310)
HMO Insurer Compulsory & Security Surplus Calculation (OCI 22-061)
Life Companies Compulsory and Security Surplus Calculation (OCI 22-009)
LSHO Compulsory & Security Surplus Calculation (OCI 22-333)
Mortgage Guaranty Insurers Report of Policyholders Position (OCI 22-091)
Property & Casualty Compulsory and Security Surplus Calculation (OCI 22-008)​
Schedule of Covered Expenses--Health Maintenance Organizations​ (OCI 22-500)


Annual Schedule of Taxes and Fees

Domestic Life Insurers (OCI 22-801)
Domestic Mortgage Guaranty Insurers (OCI 22-094)
Domestic Property and Casualty (OCI 22-012)
Nondomestic Life and A&H Insurers (OCI 22-802)
Nondomestic Property and Casualty (OCI 2​2-800)