Retro Financial Information

The Washington State Department of Labor & Industries' (L&I) web site does not properly display because JavaScript is disabled or not supported by your browser.The following links may help you navigate the L&I web site:

Topic Index.

Home.

Safety.

Find a Law (RCW) or Rule (WAC).

Help.


Retro Financial Information

	Contact Us
	Join this e-mail list

Related L&I Topics

>	Safety Basics
>	L&I Small Business Center
>	Retro Forms & Publications

Evaluation and analysis reports

L&I produces a report each calendar quarter summarizing the relative performance of Retrospective Rating participants. This report includes refund and assessment information for each retro group, and an aggregate total for individual enrollees.

L&I also provides an annual market share analysis report describing the percentage of employers in each risk classification that are enrolled in the Retro program. These reports are available for download below.

Important! See disclaimer (below) for important information about these reports.

Information on additional services available to Retro participants can be found on our How Retro Rating Can Help You page.

Refund & assessment summary

2007 refund & assessment summaries.

2007 refund & assessment summaries
October 2007
First evaluation — October 1, 2007 through September 30, 2008 (124 KB PDF).
July 2007
First evaluation — July 1, 2007 through June 30, 2008 (223 KB PDF).
April 2007
First evaluation — April 1, 2007 through March 31, 2008 (87 KB PDF).
January 2007
First evaluation — January 1, 2007 through December 31, 2007 (130 KB PDF).
Get Help Downloading Files (files open in a new window).

2006 refund & assessment summaries.

2006 refund & assessment summaries
October 2006
Second evaluation — October 1, 2006 through September 30, 2007 (125 KB PDF). First evaluation — October 1, 2006 through September 30, 2007 (115 KB PDF).
July 2006
Second evaluation — July 1, 2006 through June 30, 2007 (184 KB PDF). First evaluation — July 1, 2006 through June 30, 2007 (115 KB PDF).
April 2006
Second evaluation — April 1, 2006 through March 31, 2007 (87 KB PDF). First evaluation — April 1, 2006 through March 31, 2007 (100 KB PDF).
January 2006
Second evaluation — January 1, 2006 through December 31, 2006 (125 KB PDF). First evaluation — January 1, 2006 through December 31, 2006 (95 KB PDF).
Get Help Downloading Files (files open in a new window).

2005 refund & assessment summaries.

2005 refund & assessment summaries
October 2005
Third evaluation — October 1, 2005 through September 30, 2006 (126 KB PDF). Second evaluation — October 1, 2005 through September 30, 2006 (97 KB PDF). First evaluation — October 1, 2005 through September 30, 2006 (97 KB PDF).
July 2005
Third evaluation — July 1, 2005 through June 30, 2006 (184 KB PDF). Second evaluation — July 1, 2005 through June 30, 2006 (125 KB PDF). First evaluation — July 1, 2005 through June 30, 2006 (22 KB PDF).
April 2005
Third evaluation — April 1, 2005 through March 31, 2006 (110 KB PDF). Second evaluation — April 1, 2005 through March 31, 2006 (101 KB PDF). First evaluation — April 1, 2005 through March 31, 2006 (110 KB PDF).
January 2005
Third evaluation — January 1, 2005 through December 31, 2005 (128 KB PDF). Second evaluation — January 1, 2005 through December 31, 2005 (85 KB PDF). First evaluation — January 1, 2005 through December 31, 2005 (20 KB PDF).
Get Help Downloading Files (files open in a new window).

2004 refund & assessment summaries.

2004 refund & assessment summaries
October 2004
Third evaluation — October 1, 2004 through September 30, 2005 (101 KB PDF). Second evaluation — October 1, 2004 through September 30, 2005 (101 KB PDF). First evaluation — October 1, 2004 through September 30, 2005 (20 KB PDF).
July 2004
Third evaluation — July 1, 2004 through June 30, 2005 (120 KB PDF). Second evaluation — July 1, 2004 through June 30, 2005 (23 KB PDF). First evaluation — July 1, 2004 through June 30, 2005 (21 KB PDF).
April 2004
Third evaluation — April 1, 2004 through March 31, 2005 (112 KB PDF). Second evaluation — April 1, 2004 through March 31, 2005 (102 KB PDF). First evaluation — April 1, 2004 through March 31, 2005 (111 KB PDF).
January 2004
Third evaluation — January 1, 2004 through December 31, 2004 (98 KB PDF). Second evaluation — January 1, 2004 through December 31, 2004 (20 KB PDF). First evaluation — January 1, 2004 through December 31, 2004 (17 KB PDF).
Get Help Downloading Files (files open in a new window).

2003 refund & assessment summaries

2003 refund & assessment summaries
October 2003
Third evaluation — October 1, 2003 through September 30, 2004 (96 KB PDF). Second evaluation — October 1, 2003 through September 30, 2004 (20 KB PDF). First evaluation — October 1, 2003 through September 30, 2004 (12 KB PDF).
July 2003
Third evaluation — July 1, 2003 through June 30, 2004 (21 KB PDF). Second evaluation — July 1, 2003 through June 30, 2004 (21 KB PDF). First evaluation — July 1, 2003 through June 30, 2004 (20 KB PDF).
April 2003
Third evaluation — April 1, 2003 through March 31, 2004 (120 KB PDF). Second evaluation — April 1, 2003 through March 31, 2004 (122 KB PDF). First evaluation — April 1, 2003 through March 31, 2004 (131 KB PDF).
January 2003
Third evaluation — January 1, 2003 through December 31, 2003 (20 KB PDF). Second evaluation — January 1, 2003 through December 31, 2003 (17 KB PDF). First evaluation — January 1, 2003 through December 31, 2003 (12 KB PDF).
Get Help Downloading Files (files open in a new window).

2002 refund & assessment summaries.

2002 refund & assessment summaries
October 2002
Third evaluation —October 1, 2002 through September 30, 2003 (20 KB PDF). Second evaluation — October 1, 2002 through September 30, 2003 (12 KB PDF). First evaluation — Ocotober 1, 2002 through September 30, 2003 (12 KB PDF).
July 2002
Third evaluation — July 1, 2002 through June 30, 2003 (20 KB PDF). Second evaluation — July 1, 2002 through June 30, 2003 (24 KB PDF). First evaluation — July 1, 2002 through June 30, 2003 (14 KB PDF).
April 2002
Third evaluation — April 1, 2002 through March 31, 2003 (18 KB PDF). Second evaluation — April 1, 2002 through March 31, 2003 (15 KB PDF). First evaluation — April 1, 2002 through March 31, 2003 (12 KB PDF).
January 2002
Third evaluation — January 1, 2002 through December 31, 2002 (12 KB PDF). Second evaluation — January 1, 2002 through December 31, 2002 (12 KB PDF). First evaluation — January 1, 2002 through December 31, 2002 (7 KB PDF).
Get Help Downloading Files (files open in a new window).

Summary information

Retrospective rating program coverage periods run twelve months, beginning January 1 through December 31, April 1 through March 31, July 1 through June 30, or October 1 through September 30. Only claims with a date of injury within the selected coverage period (and standard premium due for the same coverage period) are used to calculate retrospective premium. The coverage period is selected by the group or individually enrolled employer.

There are three mandatory adjustments for each enrollment cycle. The initial adjustment will occur approximately ten months after the coverage period, with subsequent adjustments occurring in twelve-month intervals.

These summary reports are available here as Adobe® PDF files. Please contact us if you need the information in an alternate format:

Phone: 360‑902‑4851.
E-mail: Retro@Lni.wa.gov.
Fax: 360‑902‑4258.

Market share analysis information

Although over a third of reported hours and almost half of workers' comp insurance standard premium is currently subject to Retrospective Rating, there are still many opportunities for identifying and enrolling Retro candidates. Risk classifications with low "market share percentages" (the percentage of total worker hours reported by Retro employers) represent likely industries for marketing emphasis.

The reports linked below contain information on what portion of each of our 300+ risk classifications has already participated in Retrospective Rating. Retro groups might utilize this information to focus their marketing efforts on risk classifications where there is still a great deal of "non-retro" employment.

Important disclaimer regarding financial information

The refund & assessment summary reports provide a "snapshot" of how Retro participants are performing at a specific point in time. The information provided is subject to change and should only be referred to as an approximation.

The refund and related refund ratio shown for a sponsoring organization may differ from the amount of money returned to each member of that group. Some organizations have performance requirements that a participating member must meet in order to earn a refund. Also, some organizations may take a percentage of the refund as a service or administrative fee. You should contact the specific association to obtain information about their requirements.

The data shown in the reports are provided to serve as a performance gauge and a record of a group's performance. If you are a member of an organization and have questions about your specific refund, please contact your sponsoring organization directly.

L&I doesn't determine or regulate the distribution of refunds to members of a group.

See Retro Program Rules for further information.