Comprehensive Health Rate Filings - Single Risk Pool

​​​​Last Updated: May 7, 2024

Comprehensive Health Rate Filing Req​​uirements​
​Individual and Small Group Markets

Single Risk Pool (SRP)​​

Required DocumentDescriptionReference Document(s)
Individual Market Filings - Rating Level
(submit identical documents with all filings in the rating block)
Federal Unified Rate Review Template (URRT)
Standardized federal data collection template - must be submitted to OCI and the federal government 
Wisconsin Actuarial Memorandum and Certification TemplateProvides support for data submitted in the URRT; must be in the Wisconsin-specific format (which satisfies the requirements of the federal Actuarial Memorandum and Certification instructions) - must be submitted to OCI and the federal government 
Wisconsin Rate Pages and Service Area Template (Individual)Standardized Wisconsin-specific collection tool for plan-level rate(s) and service area(s) in the individual market; submitted via the Health Insurer Web Application (HIWA) Geographic Rating Areas
Plan Mapping TemplateStandardized Wisconsin-specific collection tool for mapping plans from the prior rate filing; submitted via HIWA 
Individual Market Filings – Product Level
(submit one document for each product in the filing)
Product Data Template - Individual Single Risk PoolStandardized Wisconsin-specific collection tool for product-specific background, product-specific regional enrollment and rate change information; submitted via HIWA Geographic Regions
Product and Plan Definition


Required DocumentDescriptionReference Document(s)
Small Group Market Filings - Rating Level
(submit identical documents with all filings in the rating block)
Federal Unified Rate Review Template (URRT)Standardized federal data collection template - must be submitted to OCI and the federal government 
Wisconsin Actuarial Memorandum and Certification TemplateProvides support for data submitted in the URRT; must be in the Wisconsin-specific format (which is in full compliance with the federal Actuarial Memorandum and Certification instructions) - must be submitted to OCI and the federal government 
Wisconsin Rate Pages and Service Area Template (Small Group)Standardized Wisconsin-specific collection tool for plan-level rate(s) and service area(s) in the small group market; submitted via the Health Insurer Web Application (HIWA) Geographic Rating Areas
Plan Mapping TemplateStandardized Wisconsin-specific collection tool for mapping plans from the prior rate filing; submitted via HIWA 
Small Group Market Filings – Product Level
(submit one document for each product in the filing)
Product Data Template - Small Group Single Risk PoolStandardized Wisconsin-specific collection tool for product-specific background, product-specific regional enrollment and rate change information; submitted via HIWA Geogr​aphic Regions
Product and Plan Definition