1. Office of Self-Insurance Plans (OSIP)
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Self-Insurance Yearly Maintenance

Here are the yearly requirements needed to maintain Self-Insured status. The tables below show what is due, the due date, and how to submit.

Per ยง15203.8, the employer must contact their OSIP analyst within 30 days of a change in name, organizational structure, or business structure. If you do not know your OSIP analyst, please call OSIP headquarters at (916) 464-7000.

Private Standalone Employer Yearly Requirements

What is Due Due Date How to Submit
Annual Report March 1

https://efiling.dir.ca.gov/OSIPO/
Actuarial Summary & Study May 1

https://efiling.dir.ca.gov/OSIPO/
Security Deposit 30 Days From Notice of Security Deposit Demand Letter (July 1) You may post a surety bond, letter of credit, cash, securities, or any combination of these.
License Fee Assessment December 31

Mail Check to OSIP or Use EFT Payment
Audited Financial Statement Annually (Whenever they are available)

https://efiling.dir.ca.gov/OSIPO/

Private Group Employer Yearly Requirements

What is Due Due Date How to Submit

Annual Report

 March 1

https://efiling.dir.ca.gov/OSIPO/
Unaudited Financial Statements March 1

https://efiling.dir.ca.gov/OSIPO/

The budget for the current year together with:

  1. The rates of contribution from members in effect for the current year.
  2. Any deviation from these rates.
  3. All actuarial reports and other documents supporting the rates of contribution.
  4. All minutes of board of trustees meetings or other evidence of board of trustee’s action where rates of contributions from members were discussed or approved.
 March 1

Send to OSIP via mail or email your OSIP analyst.

If you do not know your OSIP analyst, please call OSIP headquarters at (916) 464-7000.
Actuarial Study & Summary April 15

https://efiling.dir.ca.gov/OSIPO/
Audited Financial Statements July 1

https://efiling.dir.ca.gov/OSIPO/
Security Deposit 30 Days From Notice of Security Deposit Demand Letter (July 1) You may post a surety bond, letter of credit, cash, securities, or any combination of these.
License Assessment Fee December 31 Mail Check to OSIP or Use EFT Payment

Public/JPA Employer Yearly Requirements

What is Due Due Date How to Submit
Annual Report October 1 https://efiling.dir.ca.gov/OSIPO/
J-1 Form
(JPA’s Only)		 October 1 Email to your OSIP analyst
Audited Financial Statement
(JPA’s Only)		 Sent with J-1 Form by October 1 Email to your OSIP analyst
P-1 Form
(Public Standalone Employers Only)		 October 1 Email to your OSIP analyst
AR-2 Addendum October 1 Email to your OSIP analyst
Assessment Fee December 31

Mail Check to OSIP or Use EFT Payment

June 2026