Last Updated: September 18, 2023
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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 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)
Compulsory and Security Surplus Calculation Template (OCI 22-334)
Template is provided as a convenience and cannot be used to make the filing. Filing the Compulsory and Security Surplus requires utilization of the Financial Filing Portal. The template and the electronic fillable form accessible via the Financial Filing Portal have been updated to reflect changes to Ins 51, effective 7/1/2023. The changes include: 1) creation of a Factor for Variable Life and Variable Annuity business, and 2) adjusting the Factor for Medical Malpractice business.
Make an OCI Financial Filing
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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 22-800)