Annual/Quarterly Filing Information

​​​​​​​​​​Last Updated: October 18, 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 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

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)