October 23, 2003
To: All Domestic Life, Accident & Health Insurance Companies
All Domestic Property & Casualty Insurance Companies
From: J. Anthony Clark, Illinois Director of Insurance
Re: (CB #2003-05) Companies Desiring to File the Health Blank
Reply To:

Paul Ebelherr
IL Department of Insurance
320 West Washington
Springfield, IL 62767
217-785-5755
Paul_Ebelherr@ins.state.il.us

The Health Blank (orange blank) is currently required for Health Maintenance Organizations, Voluntary Health Service Plans, Dental Service Plans and Limited Health Service Organizations. These entities were required to file on this blank effective January 1, 2001.

Those companies which currently file as a life, accident and health (blue blank) insurer, or as a property and casualty (yellow blank) insurer, currently have no mandatory guidelines which require "certain qualified" companies to file the Health Blank. Such guidelines were subject to much debate at the National Association of Insurance Commissioners Meetings. The result of these discussions was to allow each state to make the determination as to which companies should be allowed to file the Health Blank.

In Illinois it has been determined that those life, accident and health or property and casualty companies which desire to file the Health Blank, should complete the Health Blank Test which can be found in the General Interrogatories (Part 2, number 2) of the 2003 NAIC Annual Statement Blank. If the entity's A & H premium volume is 95% or above, you may apply to file the Health Blank. The request must be submitted to the Illinois Department of Insurance by June 30, 2004. Please note, the calculation from the General Interrogatories must be submitted with your application. If this application is approved, the new reporting will begin with the first quarter 2005 filing.

If, after filing the Health Blank, the entity desires returning to its previous reporting blank, the company must request approval before the year-end in which they desire to change back to the original blank.


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