Retro Financial Information

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.



Refund & assessment summaries by quarter
Important!Disclaimer

October

Expand or collapse. The October quarters for the last 5 years.

2012

First evaluation — October 1, 2012 through September 30, 2013 (88 KB PDF) Updated 9/3/2014.

2011

Second evaluation — October 1, 2011 through September 30, 2012 (89 KB PDF) Updated 9/3/2014.

First evaluation — October 1, 2011 through September 30, 2012 (508 KB PDF) Updated 11/27/2013.

2010

Third evaluation — October 1, 2010 through September 30, 2011 (89 KB PDF) Updated 9/3/2014.

Second evaluation — October 1, 2010 through September 30, 2011 (92 KB PDF) Updated 11/27/2013.

First evaluation — October 1, 2010 through September 30, 2011 (88 KB PDF).

2009

Third evaluation — October 1, 2009 through September 30, 2009 (486 KB PDF) Updated 11/27/2013.

Second evaluation — October 1, 2009 through September 30, 2010 (88 KB PDF).

First evaluation — October 1, 2009 through September 30, 2010 (98 KB PDF).

2008

Third evaluation — October 1, 2008 through September 30, 2009 (88 KB PDF).

Second evaluation — October 1, 2008 through September 30, 2009 (98 KB PDF).

First evaluation — October 1, 2008 through September 30, 2009 (117 KB PDF).

2007

Third evaluation — October 1, 2007 through September 30, 2008 (118 KB PDF).

Second evaluation — October 1, 2007 through September 30, 2008 (125 KB PDF).

First evaluation — October 1, 2007 through September 30, 2008 (124 KB PDF).

2006

Third evaluation — October 1, 2006 through September 30, 2007 (117 KB PDF).

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

Expand or collapse. The July quarters for the last 5 years.

April

Expand or collapse. The April quarters for the last 5 years.

January

Expand or collapse. The January quarters for the last 5 years.

Summary information

Retrospective rating program coverage periods run 12 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 10 months after the coverage period, with subsequent adjustments occurring in 12-month intervals.

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

Market share analysis information Important!Disclaimer

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! 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 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.

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