Annual/Quarterly Filing Information

​​​​​​​​​​​​​​​​Last Updated: December 21, 2021

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


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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)​​



Insurer Diversity Survey

Each Wisconsin-domiciled insurer shall file an Annual Insurer Diversity survey form as a supplement to the insurer's Corporate Governance Annual Disclosure filing, to be filed on or before 6/1.

The survey must be filed utilizing the Financial Filing Portal.  For those that currently do not have access to the Financial Filing Portal, please follow the instructions at oci.wi.gov/Pages/Companies/MakeFinancialFilings.aspx to obtain access.

Companies already registered do not have to register again. 

Diversity Survey Form OCI 22-810

 


Annual/Quarterly Compulsory and Security Surplus Calculation

OCI has updated the mechanism used by companies to make their Compulsory Surplus or Minimum Policyholder Position (MPP) filings.  The new mechanism requires utilization of the Financial Filing Portal.  For those that currently do not have access to the Financial Filing Portal, please follow the instructions at oci.wi.gov/Pages/Companies/MakeFinancialFilings.aspx to obtain access.

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

Schedule of Covered Expenses--Health Maintenance Organizations​ (OCI 22-500)

 ​Make an OCI Financial Filing  For best results use Google Chrome



Annual Schedule of Taxes and Fees

Complete, sign, and return this form via the Financial Filing Portal (preferred method), to OCIFinancial@Wisconsin.gov​, or to the address at the bottom of the form by MARCH 1. Please refer to oci.wi.gov/Pages/Companies/MakeFinancialFilings.aspx for Financial Filing Portal instructions.

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)​​