Various financial and premium data calls are required by carriers to report premium and loss experience on direct business for all workers compensation insurance in Pennsylvania. This includes the Pennsylvania Schedule W for the Pennsylvania Insurance Department. Experience reported on a calendar year basis should reconcile with the Annual Statement Statutory Page 14. The PCRB collects aggregate financial data to fulfill our role as the designated rating organization. The Financial Call data is the basis used to develop the necessary changes to existing loss costs to achieve adequate rate levels. These changes in existing loss costs are filed in the annual loss cost filing each year.
Select a Year from the drop-down to view information on the reporting of Financial Call data for the chosen year.
| Announcements | The latest news and announcements about the Financial and Premium Calls. |
| Premium Call | Information on how to view, complete and submit the annual Premium Call. |
| Financial Data Manager (FDM) | Web-based application that allows carriers to enter, edit and submit Financial Calls and Schedule W information. |
| Financial Data Manager User Guide | Contains essential information on how to navigate, search, and submit financial data within the FDM application. |
| Calender-Accident Year Calls - New! | Information for new reporting requirement Calendar-Accident Year Calls due to be reported in April 2024, including instructions, template layout and edit matrix. |
| Designated Statistical Reporting Levels | Listing of the statistical reporting levels by year. |
| Frequently Asked Questions - FDIP | Common question and answers related to the Financial Data Incentive Program. |
| Frequently Asked Questions - Financial Calls | Common question and answers related to the reporting of the financial calls. |