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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.
Information on additional services available to Retro participants can be found on our How Retro Rating Can Help You page.
Refund & assessment 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.
Please see important disclaimer (below) for more information regarding these reports.
These summary reports are available in Adobe® PDF format only. Please contact us if you need an alternate format:
- Call 360‑902‑4851.
- Send an e-mail (retro@LNI.wa.gov).
- Fax a request to 360‑902‑4258.
Get Help Downloading Files (files open in a new window).View or hide all items on this page.
2006
2005
Second evaluation — July 1, 2005 through June 30, 2006 (125 KB PDF)
First evaluation — July 1, 2005 through June 30, 2006 (22 KB PDF)
Second evaluation — April 1, 2005 through March 31, 2006 (79 KB PDF)
First evaluation — April 1, 2005 through March 31, 2006 (18 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)
2004
Second evaluation — October 1, 2004 through September 30, 2005 (101 KB PDF)
First evaluation — October 1, 2004 through September 30, 2005 (20 KB PDF)
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)
Third evaluation — April 1, 2004 through March 31, 2005 (77 KB PDF)
Second evaluation — April 1, 2004 through March 31, 2005 (18 KB PDF)
First evaluation — April 1, 2004 through March 31, 2005 (17 KB PDF)
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)
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)
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)
Third evaluation — April 1, 2003 through March 31, 2004 (19 KB PDF)
Second evaluation — April 1, 2003 through March 31, 2004 (17 KB PDF)
First evaluation — April 1, 2003 through March 31, 2004 (15 KB PDF)
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)
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)
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)
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)
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)
2001
Third evaluation — October 1, 2001 through September 30, 2002 (12 KB PDF)
Second evaluation — October 1, 2001 through September 30, 2002 (12 KB PDF)
First evaluation — October 1, 2001 through September 30, 2002 (9 KB PDF)
Third evaluation — July 1, 2001 through June 30, 2002 (17 KB PDF)
Second evaluation — July 1, 2001 through June 30, 2002 (7 KB PDF)
First evaluation — July 1, 2001 through June 30, 2002 (67 KB PDF)
Third evaluation — April 1, 2001 through March 31, 2002 (15 KB PDF)
Second evaluation — April 1, 2001 through March 31, 2002 (12 KB PDF)
First evaluation — April 1, 2001 through March 31, 2002 (8 KB PDF)
Third evaluation — January 1, 2001 through December 31, 2001 (12 KB PDF)
Second evaluation — January 1, 2001 through December 31, 2001 (7 KB PDF)
First evaluation — January 1, 2001 through December 31, 2001 (11 KB PDF)
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.
Get Help Downloading Files (files open in a new window).- Calendar year 2005 market share analysis report (65 KB PDF)
- Calendar year 2004 market share analysis report (30 KB PDF)
- Calendar year 2003 market share analysis report (31 KB PDF)
- Calendar year 2002 market share analysis report (39 KB PDF)
- Calendar year 2001 market share analysis report (32 KB PDF)
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 does not determine or regulate the distribution of refunds to members of a group.
See retro Program Rules for further information.
