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MEWA Quarterly Filing

Quarterly Filing Requirements

Quarterly, a Multiple Employer Welfare Arrangement (MEWA) must submit the following items and number each submission in the upper right-hand corner to correspond with its number in this Schedule of Requirements:

Quarterlies are due no later than February 15, May 15, August 15 and November 15.

  1. Quarterly financial statement, including:
    1. Calculation to confirm compliance with 760 Indiana Administrative Code (IAC) 1-68-2(d)(8):  Contributions must be set to fund at least one hundred percent (100%) of the aggregate retention plus all other costs of the MEWA.  Amounts contained in a supplemental contribution fund are considered to be contributions that may be utilized by the MEWA to satisfy this requirement.
    2. A balance sheet and income statement.
    3. A statement signed by an officer of the MEWA, per 760 IAC 760-1-68-9(a)(1), indicating under which accounting method the financials have been prepared. ( 760 IAC 1-68-9(b)(3)(B) )
  2. A list of any employers who have obtained coverage with the MEWA during the previous quarter and the number of their covered employees. ( 760 IAC 1-68-9(a)(2) )

Send the quarterly financials and requested information to the following:

Admissions Coordinator
Indiana Department of Insurance
311 West Washington Street, Suite 300
Indianapolis, Indiana 46204-2787