Oregon Insurance Division
iReg System Instructions and Help
The Oregon iReg system is designed to allow insurers and others
to submit and view data required by the state of Oregon. The Oregon
Health Premium Assessment was the first module to be deployed. Next
were the Quarterly Health Enrollment reports which are filed by
health insurers, agencies and others. The "Assessment to fund
operations of the Oregon Insurance Division" (also called the
Funding Assessment) was deployed in Sept. 2010.
The module for renewal of Warrantors was also launched in Sept.
2010. This will begin the largest module so far on iReg. Eventually
all service contract obligors, Warrantors, vehicle protection obligors,
risk purchasing groups, life settlement organizations and others
needing renewals will be added to iReg making this system a central
business hub for the Oregon Insurance Division.
The Oregon Special Schedule P is now also available on iReg. This
form must be filed by all property and casualty insurers who are
authorized to write workers' compensation insurance.
Once a company has initialized an account, new modules can be added
to a company's account in the future. The company will still have
only one logon and will be able to access all the tabs (modules).
As of May 15, 2011, the prepayment coupons have been available
on iReg. The next module will be the Oregon Insurance Tax return.
The target date is January, 2012, for implementation. Health Benefit
Plan and Long Term Care reports are also scheduled for addition
to iReg. As each new facet of iReg is introduced there is the potential
for glitches to occur. Please be patient and give us a call regarding
your difficulty. Once fully operational this system will allow insurers
and others the quickest and easiest system to file for renewal and
Establishing System Access
The system requires a log-on and password for access. Insurers
and other reporting entities will only be allowed access to their
own company account, and, with the exception of quarterly health
enrollment, their data will be accessible only to the staff of the
Oregon Insurance Division and users authorized by each Company.
Every reporting entity must have a System Administrator for their
company. In December 2009, Insurers and others received a notification
letter with an Authorization Code that is tied to their NAIC number,
TPA license number, or iReg assigned registration number.
The FIRST time the Administrator of each account accesses the system,
that person must follow the instructions in the new user section.
After this "bootstrap" process is complete, that Administrator
will have a logon ID (assigned by the Oregon Insurance Division)
and a password (selected by the user) which they can use for subsequent
access. This initialization process can only be done once - if an
attempt is made to initialize the company after it has already been
completed, the user will be advised to contact the current Administrator
to obtain access. The designated Administrator may add access to
their business account for as many staff as they wish.
One person may be an Administrator for more than one company. In
order to avoid that person having a different log-on for each business
they represent, the Administrator may use the initialization process
to associate one log-on for ALL companies they represent. To do
this, the Administrator must have an Authorization Code for EACH
company they wish to manage.
Before starting the initialization process, gather all letters
and Authorization codes which you wish to initialize for the single
administrator. At least one authorization code is required to complete
the initialization process.
Start the initialization by selecting the here link
at the side of the log-on screen.
You will be routed to the Initialization screen:
Complete the top part of the screen with your Administrator log-on
You may enter your name in upper case, lower case or mixed case,
it will not matter. Passwords
are case sensitive, so the user should take care
to note the case of the password. A password must be 8 to 16 characters,
and may contain letters and/or numbers. The user is asked to re-key
the password, just to make sure that there have been no inadvertent
In the lower section you must enter at least one Activation number
which is the company's NAIC number, TPA license number or iReg
registration number and its corresponding Authorization Code:
For insurers, the activation number is the NAIC number of the
company. For TPAs, the activation number is the TPA's license
number. For other entities, the activation number is the number
assigned by iReg. For all companies, the activation code
is the eight digit number given to you in a letter from the Oregon
Insurance Division. If you cannot find the letter with the code,
please contact the Insurance Division at email@example.com,
or call us at 503-947-7982.
Enter all (up to 12) for the companies this person wishes to
administer, then press the Initialize button. If you have more
than 12 companies to administer, contact the Oregon Insurance
If ANY of the Activation numbers listed have been previously
processed, you will receive an error message like:
You can become an authorized user for that company by contacting
the designated Administrator of record, but you may NOT do so by
this process. Remove the codes that caused the error and other
NAIC numbers can be successfully processed.
When the system has validated that you have entered valid Activation
codes for each NAIC or TPA license number, and that the account
for that Activation number has not previously been established,
the system will create a single log-on which will allow access to
all of the identified companies. You will be returned to the log-on
screen with your newly assigned user ID displayed, and you will
be sent an e-mail confirming your account information. Make a note
of the log-on ID, it will never change. Although the log-in ID
is stored in the system in all-caps, you may enter it in mixed case
when logging in. The password will be the password you selected,
and it is case sensitive.
Log-on IDs are constructed by combining the first initial of
the first name with the first seven characters of the last name.
In the case of duplicates, a numeric qualifier will be added.
You should immediately log-on to validate your access is working
When presented with the log-on screen, enter your assigned log-on
ID and your password.
System Administrators who set up the account will have a personalized
password which they provided. New users added by the Administrator
will have a random password assigned and e-mailed to the new user.
New users are encouraged to immediately log-in and update their
password to one that is meaningful to them, and that they will remember.
Forgotten Log-ons and Passwords
If you have forgotten your log-on and/or password, you may enter
your e-mail address and, if the system finds your e-mail address
associated with a log-on, you will be e-mailed your log-on and password.
Users can re-set their own passwords after logging on, and are
encouraged to do so at least every three months. Users with Administrative
rights may re-set passwords for any user associated with their company.
See instructions under User Management section.
The Home Screen
If the user provides a valid log-on ID and password, they are
presented with a home screen:
Note that if your password provides you access to more than one
company, you must select one and press the continue button. You
can come back to the Home tab to switch back and forth between
companies, but you can only conduct business for one company at
Selecting Continue causes all tabs/functions
which your user group provides you access to become activated:
Be aware that the tabs which show vary based on user group.
For example, only the Company Administrator will be able to access
the Users tab.
You can log out from any tab in the iReg system by selecting the
Log out link in the upper right hand corner of the screen. Users
are encouraged to log-out when leaving their work station. The
system will automatically log you out after 60 minutes of inactivity.
Instructions / Help
You may access context sensitive help from any tab by selecting
the Instructions link. That link will bring you to
Change Your Password – User Change
A user may change their password at any time. After logging
on, select Change Your Password from the Home tab.
You will see this page:
Enter your old password, and your new password twice (the second
time is for confirmation) and save the change. The system will
send you an e-mail confirming the change in password.
At no time does anyone at the Oregon Insurance Division have access
to your password. The most assistance they could ever be would
be to re-set the password to a random value which would be e-mailed
to you, then you could log-in and re-set the password to a value
of your choice.
The Company Tab
The company tab provides data about the company which you have
identified. The data on this tab cannot be changed through this
application; you must contact the Oregon Insurance Division if you
feel the data is incorrect. Note the gray background indicates
the data is not modifiable.
Any user who is identified as an Administrator for the currently
identified company can access the Users tab. Through that tab,
the Administrator can add or modify users who have access to data
for this company. If an Administrator performs that function for
more than one company, they must manage users for one company at
a time (see Home tab for company selection)
Note that selecting the Users master tab offers two inner choices,
User List and User Detail. The inner choice always defaults to
the User List, with the first user selected. As users are added
for this company, the list will grow. The first time an Administrator
accesses this screen they will see only themselves, since they were
added as a user as part of the initialization process.
Selecting either the User Detail on the left side of the screen
or the Edit User button will cause the detail to be presented for
the currently selected user on the list:
Adding a New User
An Administrator with update rights may add additional users for
their company. From the User List screen, select 'Add a User'.
The following entry screen will be presented:
Note the option at the top – a totally new user may be added
to the system, or access to this company can be added for a user
who already exists in the system.
Why would you add access to your company to an existing user? If
you were the administrator for more than one business, and you had
staff persons that needed to access data for more than one of the
businesses, you would use this method so that their single log-on
would allow them to access all businesses to which you wish them
to have access. Add them as a new user the FIRST time, and then
add them as an existing user the subsequent times.
When you select 'Add Existing User', the only fields that may be
updated are the User ID (which is required) and the roles and security
When you select 'Add User', you must enter the First Name, Last
Name, Email address. The User ID will be created by the system based
on the name, and the user will receive an e-mail providing them
with their log-on ID, password, and a link to the system.
Under "e-mail address" on the user detail screen is a
box allowing access to the user screens. This box should be checked
only for true administrators. This box allows the user to add other
users and set security levels
When adding a user, the administrator needs to choose "roles"
for the user and the security level. Administrator and user security
levels are identical at this time. "Read only" means the
user can access the report but not change it. If you want a user
to be able to add other users or set security levels, be sure to
check the box directly below the "e-mail address" line.
ANY data changes on ANY tab must be saved using the Save button.
If you make changes and exit the tab, the system will confirm that
you are abandoning the changes you made.
Added users may log on immediately.
Setting User Groups
When adding or modifying a user, the selection of the role and
security level will dictate what tabs/screens the user will see,
and what they can do on those tabs/screens.
The User Group options which are available for selection are as
ADMINISTRATOR – the user has all
rights which are available for the company, the same as the current
Administrator. A system can have more than one Administrator.
Administrators can: add and change users, add and change contacts,
update Health Premium Tax filings, and print available reports.
UPDATE – Users with Insurer Update
rights may update contacts and Health Premium Tax records, as well
as print authorized reports. They may NOT add or modify users.
READ ONLY – Use this category for
users who wish to view data but are not empowered to update data
in any way.
Resetting User Password –
An Administrator may reset the password of any of their users
who have forgotten their password or log-on by pressing the Reset
Password button for the selected user. The system will reset
the password to a random value and send an e-mail to that system
user. The user should immediately log-on and re-set their password
to a value they set.
Contacts represent points of contact within a business. They are
not the same as authorized system users, but rather recipients of
notifications generated by the system for specific business purposes.
You may add as many contacts as you wish. The Administrator should
be a contact.
Contacts may receive notifications by mail or e-mail. The system
automatically generates a wide variety of automated notices (such
as when submission periods start or when deadlines are passed.)
The automated notifications may be e-mails for reminders, or postal
notices for official notifications. The system keeps a record of
all automated notices sent to all Contacts in the system.
Automated communications are classified by business area. Initially,
the system will provide for:
- Administrative Notifications – Administrators
are notified by e-mail when users are added or access rights are
changed. Reminders may be sent to this group periodically for
tasks such as changing passwords or de-activating users who no
longer work for the company.
- Health Premium Tax Notifications – These
notices relate to the reporting and management or Health Premium
tax data. Included will be reminder notices each quarter, with
due dates and contact information.
- Filing Notifications – These notices
relate to required reporting of quarterly health enrollment or
health benefit plan reports, long term care reports, or other
filings scheduled for addition to iReg. Included are reminder
notices with due dates, requests for contact information, and
- Funding Assessment notifications – These
notices relate to payment of the assessment to fund the operations
of the Insurance Division. There will be the original notice each
September and at least one reminder notices.
- Special Oregon Schedule P – These notices
relate to filing the report called "Special Oregon Schedule
P." This report must be filed by all insurers authorized
for workers' compensation business. Included will be the initial
notice each January with reminder notices up to the due date of
Administrators are encouraged to set themselves up as a contact
for administrative activities, such as adding or modifying users.
When selecting the Contact tab, the user will be presented with
a list of existing contacts for the selected company:
You may edit any existing contact by selecting the Contact Detail
link, or the Edit Contact button. Selecting the Add Contact button
will place you on Contact Detail with no detail, ready for you to
add that user.
Name, Title and Address
The Name, title and mailing address fields are used for any US
postal contacts. The name and title are always required, but the
address is only required if you indicate the Contact Preference
to be US postal, or if you check any of the Postal Notice Designations
on the bottom of the screen. We will also use the contact address
when sending you letters regarding a failure to file.
The Email Address is required.
The system provides for four telephone system numbers. The numbers
are optional, unless you indicate a Contact Preference for that
number. For example, if you indicate a Contact Preference of Cellular
Phone, the Cellular Phone number must be in place. Please enter
your regular phone number so we can call if some major problem comes
Notice Designations tell the system when to notify a contact, and
by which method. Based on pre-programmed triggers, the system will
generate automated notices for key events, such as impending due
dates. The notices may be email, regular mail, or both. The notices
are divided into functional business areas. Initially those areas
are Administrative and Health Premium Tax, but as the system grows
the categories may grow as well, eventually covering such business
functions as the Annual Retaliatory Tax Filing, Health Benefit or
Long Term Care reporting, or Complaint Processing.
Companies should have at least one contact for each Notice Designation
type, and should accommodate receiving notices by email and regular
mail. If no contacts are designated, the system will default key
legal notices to the primary corporate business address.
Be sure to save changes after entering data.
The system maintains a log of all system generated communications
sent to each Contact. The system also allows Insurance Division
staff to log manually generated contacts. You may view the history
by selecting the Contact History tab:
Health Premium Tax – List
Insurers subject to quarterly filing of the Health Premium Tax
should look for the Taxes/Assessment tab. Three more tabs will
appear. One of them is the Health Premium Tax. Click on that tab.
The Filing List screen will list one line for each historic quarter,
beginning with the fourth quarter of 2009. On the first filing
day of each new quarter, the system will automatically add a record
for the previous quarter. Users may not submit data or remit payment
for reporting periods which have not yet been completed.
The quarterly Health Premium Tax record is initially added with
a status of PENDING SUBMISSION. That status will remain until the
Insurer representative provides the required data and submits the
When the filing is submitted, the status will change to PENDING
PAYMENT. When the filing data is submitted, the Insurer may no
longer modify the record, it is “locked”. If the Insurer
makes an error in the filing, they should contact the Oregon Insurance
Division to cause the filing data to be correctly updated. As long
as there is a balance due on the Quarterly filing, the user may
reprint the transmittal document which must be submitted with their
When payment is received and processed by the Oregon Insurance
Division and the Balance Due is zero, the status for the filing
will automatically change to COMPLETED.
Health Premium Tax – Filing
If the Insurer has not submitted data for the selected year and
quarter, the screen will appear as shown below. This screen allows
entry in the data fields with the white background. The fields
with the yellow background are calculated and not editable. The
calculated fields will be updated as the user types data in the
User may enter preliminary data and select the Save/Do Not Send
button as frequently as they wish. This will save the data, so
the user can leave the application and return if they wish. The
data is not “locked in” and “submitted”
until the user selects the Save/Submit/Print Transmittal Document
button. At that time, the system will “pop-up” a transmittal
document, which the user should print. The lower portion of the
transmittal document should be returned with the Insurer remittance,
to insure proper application of the funds to the proper period and
Following submission all of the fields will become yellow/not modifiable.
The status will change to PENDING PAYMENT.
Completing the Health Premium
Filing Detail tab
The top four boxes will be filled in automatically by iReg. If
you are trying to access a past filing, go back to the filing list
and select the desired period.
No Eligible Premiums / Request
The first box is for an insurer that had no assessable health premium
during the reporting quarter. Click on the box and use the comment
box to state that the insurer did not have health premium during
the quarter. If the insurer had excludable premium that is reported
with other premium, you will have to file the report and show the
excluded premium under the exclusions list.
The second box is for an insurer that had no premium during the
reporting quarter and will not have health premium during the next
year. Please check the box and then use the comment box to explain
your premium situation. We will review this and you will receive
an e-mail confirming your exemption for one year. The insurer can
only be exempted for one year so you will have to remember to file
next year. Notices will be sent via e-mail.
If at any time an insurer begins to write health premium in Oregon
after receiving an exemption, the administrator must notify a tax
analyst. The insurer’s exemption will be withdrawn and they
will be expected to file for the next quarter. If health premium
is discovered during our audit of the assessment, we may issue penalties
to those insurers with health premium who requested an exemption
in error. Back filings will be required and penalties for late
filing as well as late payment may be issued.
Tax Detail Submission
Insurers completing the quarterly Health Premium Tax submission
page should enter data as follows:
Enter your total gross health premium earned during the reporting
quarter. This should be the premium earned minus any returned premium.
Under HB 2116“gross amount of premiums” has the meaning
provided in ORS 731.808: “the consideration paid by insureds
to an insurer for policies of insurance, and includes all premiums,
assessments, dues and fees received or derived, or obligations taken
there for, by whatever term known.” Policy riders, such as
dental and vision riders, are not considered stand alone policies
and therefore premiums earned from such riders are part of a health
insurer’s gross amount of premiums that are subject to the
assessment. The gross health premium earned should be adjusted
by any returned premium.
The following premiums can be excluded from the gross health premium
- Vision only policies (stand alone policies—see the note
on premium regarding riders for vision only policies);
- Dental only policies (stand alone policies—see the note
on premium regarding riders for dental only policies);
- Medicare Advantage plans;
- Medicare Part D Plans;
- Medicare PPO plans;
- Long Term Care insurance;
- Health insurance issued to federal employees, exempt from state
taxation under federal law;
- Stop-loss policies that meet the requirements of ORS 742.065;
- Insurance policies issued to supplement liability insurance
- Automobile medical payment insurance;
- Insurance under which benefits are payable with or without regard
to fault and that is required by law to be contained in a liability
insurance policy or equivalent self-insurance;
- Reinsurance as defined in ORS 731.126;
- Workers compensation insurance; and
- Disability insurance (including credit health and credit disability).
The program will total these subtractions and subtract the total
from the total premium earned. The 1% assessment will be calculated
When you are certain that the values are correct, select the Save
/ Submit / Print Transmittal Document button. Print the
document which is generated. Note that, after submission, the buttons
go away and all fields turn non-modifiable. Contact the Insurance
Division if incorrect information is submitted.
Users may view transactional data pertaining to each filing period
by selecting the Fiscal Details tab:
These lines are in date order, newest at the top and oldest at
the bottom. The bottom line should always reflect the value of
the initial tax submission. Subsequent lines reflect any history
of adjustment, penalty or payment associated with the current tax
period. Users may access this history to insure that any adjustments,
penalties or payments have been received and/or applied. Insurers
do not have the ability to add or modify these records.
Post Submission Adjustments
These are audit adjustments or credits that are entered by Division
staff. If your last report was incorrect, please contact a tax
analyst at firstname.lastname@example.org
or call us at 503-947-7046 or 503-947-7218. We can assist you in
making any corrections to a report after it is submitted.
HB 2116 gives the Division authority to penalize for late filing
of a report or late payment of an assessment. The penalty is 5%
of the assessment not to exceed $500 per day. The penalty is in
addition to the assessment not in lieu of any tax or assessment.
Be advised that the due date for the payment is not affected by
the date of submission. The data and payment must be received by
the due date shown at the top of the screen.
Health Enrollment Reporting –
Quarterly Filing Detail
All licensed insurers, TPAs and certain Special Districts are required
to report Oregon members covered under specified types of insurance,
or self insured medical plans, on a quarterly basis or to file an
exemption from reporting once per calendar year. Reporting of Oregon
lives is required regardless of where
the policy was issued or the premium written. Quarterly Health
Enrollment data is publicly available through the Insurance Divisions
Instructions outlining reporting requirements can be found here.
Enrollment is submitted through iReg via pipe (|) delimited .dat
files. There are no forms to complete. An example .dat file can
be found here.
For information on data file preparation, please contact the Market
Regulation Coordinator at (503) 947-7268, or email email@example.com.
Companies and Special Districts are now required to provide key contact information prior to filing enrollment or exemptions. This assures the division is able to contact appropriate company personnel, as needed.
The Division requests comments when:
- Enrollment changes by a minimum of +/- 1,000 members
and +/- 10% from one quarter to another, and;
- Exemptions are requested and 'No lives to report' and
'Other' are selected.
- An insurer or TPA provides benefits or services to Oregon special
districts, such as cities, counties or school districts.
- A TPA performs some, but not all, administrative functions
on behalf of self insured medical plans, In this case, the functions
performed are requested.
- Oregon special district members are reported under categories
5.b and 6 shown under Types of Insurance in the instructions.
In this case, the number of special district members is requested.
Please provide brief explanations for the enrollment change, the request for exemption, or provide the number of special district members reported under categories 5.b. or 6. Comments regarding TPA administrative services will help the division decide who should report. Other pertinent comments may also be added. Comments must be added prior to uploading files or saving exemptions and are not publicly available.
To submit a data file, select the 'Filings' tab, and then select
the 'Quarterly Enrollment' tab. Select 'Submit' from the Menu Items
and browse to the .dat file in your system that you wish to upload.
Once selected, click the 'Upload File' button.
When your upload is complete, you will see 'Filing Processing Completed
Successfully'. From the 'Data Report' link, review your submission to
verify its accuracy. Corrections to your submission may be made by uploading
a complete, revised data file.
At times, your file may contain errors. iReg will identify those errors
and display associated text. Common errors: 'You are attempting to file
multiple records or time periods'. This error indicates either duplicate
zip code records within your file, or you are attempting to upload a file
for a time period you have already reported. The error below indicates
a missing field in Line 1. Select 'Details' for more information.
For help with filing errors, please contact the Market Regulation Coordinator
at (503) 947-7268, or email firstname.lastname@example.org.
Please choose to view the list of all errors in iReg and, if emailing
the Market Regulation Coordinator, please provide a screen shot of all
errors and include your data file.
Exemptions are filed once per calendar year, generally during the first
quarter reporting period.
To file an exemption, begin on the 'Quarterly Enrollment' tab under Filings,
and select 'Request Exemption' from the 'Menu Items' to the left of the
Quarterly Enrollment screen. Select the year and check the reason for
exemption. If "No lives to report" is checked, also check "Other"
and add an explanation of how your company is exempt. (e.g. Reinsurance
only, Medicare Part D only, pharmacy benefit or behavioral health care
management only, private passenger auto only, etc.).
'No written premium' and 'do not write in Oregon' are not valid exemptions.
Covered Oregon members are reported regardless
of where the policy was issued or premium written.
Assessment to Fund the Oregon Medical
The Oregon Medical Insurance Pool has discontinued its separate Annual
Report of Insured Lives and now uses the Quarterly Health Enrollment report.
Covered lives reported for the first quarter of each calendar year will
be used for OMIP assessment purposes. For more information about the Oregon
Medical Insurance Pool, please visit their
The Oregon Insurance Division has created a variety of reports which
may be useful to Insurers. These reports are listed and executable on
the Reports tab:
User may execute the desired report by selecting the underlined
link. Some reports may require that the user enter additional parameters.
The reports are delivered in a pop-up window on their screen. Reports
with insurer specific data will reflect data only for the currently
active Insurer in the on-line application. Contact the Insurance
Division if you have ideas concerning other reports that may be
Reports, charts and complete downloads of data pertaining to Quarterly
Health Enrollment are now available through the following website:
Insurance Quarterly Enrollment Reports
Assessment to Fund the Oregon
Also called Funding Assessment
Each year the Oregon Insurance Division issues an assessment that
insurers authorized in Oregon are required to pay (see Oregon Revised
Statutes (ORS) 731.804). This assessment, along with fees charged
by the Insurance Division, funds the expenses of the Division for
the next fiscal year.
When calculating the assessable premium, Life insurance includes
annuities. Property and casualty insurance includes title insurance
but does not include workers compensation premiums. Also not included
in P&C are the Federal crop insurance, Federal Flood insurance
and Ocean Marine (also called Wet Marine and Transportation). Health
insurance does not include Medicare, Medicare Part D or Medicare
Advantage. Also excluded are Federal Employees Benefit premiums.
More information on the calculation of the assessment is listed
in Oregon Administrative Rule (OAR) 836-009-0011.
iReg will tally the assessable premium using the previous year's
state page. Then the premium is multiplied by the percentage chosen
by the Division. Finance charges are multiplied by the lowest percentage.
The total is the assessment due for this year. By rule we do not
bill for any assessment that is $25 or less.
Fraternal Benefit Societies complying with ORS 748 are excluded
from paying an assessment.
iReg will show your assessment under the tab labeled "Funding
Assessment". The report that comes up will show the assessable
premium under each type of premium and the resulting assessment.
The assessment coupon and check should be mailed (postmarked) no
later than October 31. The address is on the coupon.
If you have questions about how your assessable premium was calculated,
please contact either Shannon O'Shea at 503-947-7218 or Lynette
Hadley at 503-947-7046. You can also email us at ORInsTax.email@example.com.
Special Oregon Schedule P
The form for the Special Oregon Schedule P is now on iReg. Please
hit the "add" button under the Special OR Schedule P tab
and the newest form will appear. This form should be filled out
just like last year's. The form will calculate the shaded fields.
You only have to enter numbers in the white fields. If you don't
enter a number, the system will enter a zero.
If you are notified that the company must place additional securities
or that there is an adjustment on your account, please go into your
iReg account. We will be entering an audited version of your return.
If there are any errors or differences in ceding or assuming, the
differences will be shown on the audited version. Also we will calculate
the market value of your securities that are dedicated to workers
compensation. This may differ from your calculation. Any of these
differences could cause a company to have to place additional securities.
Schedule P-RA and Schedule P-RC:
If you have assumed premiums from other WC insurers or have ceded
to other WC insurers, you will need to fill out these schedules.
When you enter the NAIC number the name of the company will appear.
When you have completed these schedules, the totals will be entered
on lines 15 and/or 16 on the Special Oregon Schedule P. To change
a number on line15 or line 16 you must go back to the Schedule P-RA
or Schedule P-RC. You cannot change it on the Special Oregon Schedule
Specific instructions for Special
Oregon Schedule P:
Line 1: Direct premiums earned must include both workers' compensation
(Line 16 on the Oregon state page from the NAIC annual statement)
and excess worker's compensation (Line 17.3 on the Oregon state
page from the NAIC annual statement).
For compensation loss payments (Lines 5-9) use both workers' compensation
and excess workers' compensation.
Each insurer must list the officer who is responsible for filing
the Special Oregon Schedule P. By listing the officer and checking
the box at the bottom of the form, the company is certifying that
the filing is complete and accurate.
You must complete the Schedule P-RA if you have amounts to enter
on Line 15. See the section above. Do not enter any number on Line
15 of the Special Oregon Schedule P. This will be done by the computer
once you have completed the Schedule P-RA. This supplemental schedule
lists the names of companies ceding business to the insurer and
the reserves on such assumed business. Include the NAIC number for
each company from whom you are assuming business.
You must complete the Schedule P-RC if you have amounts to enter
on Line 16. Do not enter any number on Line 16 of the Special Oregon
Schedule P. This will be done by the computer once you have completed
the Schedule P-RC. This supplemental schedule lists the names of
reinsurers and the amounts claimed as reinsurance recoverable on
approved reinsurance ceded. (See ORS 731.508 for the definition
of approved reinsurance). If any amount that your company claims
on Special Schedule P-RC is not deposited by the assuming carrier,
your credit will be disallowed and your company will be expected
to make deposits equal to the amount of the denied credit. You must
include the NAIC number for each company listed on Schedule P-RC.
When completing Line 25, par value and market value amounts should
be only for securities presently held by the Oregon Insurance Division
in a custodial account for the class of Workers' Compensation. Do
not include on Line 25 any amounts that are currently on deposit
Any additional amount shown on Line 26 must be deposited on or
before March 31. All securities placed on deposit must be rated
as Class 1 by the NAIC and must meet the requirements of ORS 731.640.
All securities to be placed must be approved by the Insurance Division
prior to placing. If the deposit exceeds the amount required on
Line 26, the year-end total will be honored for a release of securities
without replacement up to June 1. Updated schedules, including companies
listed on Schedule P-RC, will be required after that date.
If you have:
- Questions about filing extensions or about Schedule P forms?
- Questions about amounts of deposits or deposit requirements or release of securities? Contact:
- Questions about iReg filing system, adding users or other questions?
- Questions about the Quarterly Health Enrollment report? Contact:
- Questions about the Life Insurance Finder Tool "LIFT"? Contact: