Evaluation and analysis reports

L&I produces reports summarizing the performance of Retro participants, and the program as a whole. This includes:

Please see this important disclaimer regarding retro performance data and the reports provided here.

Group performance – net adjustment results

Quarterly report summary

    Refund and assessment summaries

    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 3 mandatory adjustments for each enrollment cycle. The initial adjustment will occur approximately 9 months after the coverage period ends, with subsequent adjustments occurring at 12-month intervals.

    Please contact us if you need this information in an alternate format.

    Jump to reports for the 12-month coverage period beginning:

    January coverage period

    January 2017
    January 2016
    January 2015

    April coverage period

    April 2017
    April 2016
    April 2015

    July coverage period

    July 2016
    July 2015
    July 2014

    October coverage period

    October 2015
    October 2014
    October 2013

    Market share analysis

    Although more than one-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

    These reports provide only a “snapshot” of how Retro participants are performing at a specific point in time. The information 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 does not determine or regulate how refunds are distributed to members of any group. See Retro program rules for further details.