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USP Reporting Due Dates

Chart showing Unit Statistical Plan reporting requirements by month.

Carriers must value and report the results on each policy, by state, per the Statistical Plan. The plan is filed for use in Indiana.
 
Basically, the carrier provides audited payroll, premium, and loss information within the timeframes shown below.


Policy Effective Date
Valuation Month
18 Months After
Policy Effective Month
Report Month
20 Months After
Policy Effective Month

January

July

September

February

August

October

March 

September

November

April

October

December

May

November

January

June

December

February

July

January

March

August

February

April

September

March

May

October

April

June

November

May

July

December

June

August


This spreadsheet shows the experience period for a particular rating effective date, and when unit reports are due for a particular policy effective date.

(Note: when our system asks you for a user name and password, just click on "cancel" and the spreadsheet should open.)

Related Files

The material in this document has been prepared and shared for informational purposes only and should not be relied upon as legal advice on any particular situation.