Private Plans Quarterly Reporting

Private Plan Quarterly Summary Information

Starting in 2024, the private plan administrator must, on a quarterly basis, submit to the Division a private plan administration summary of the previous calendar quarter [7 CCR 1107-5.12.3]. The private plan administration summary must be submitted no later than the last day of the month immediately following the end of the calendar quarter addressed by the summary. The deadline for 1st quarter 2024 information has been extended to May 31st, 2024.

After the private plan has been active for three years and unless otherwise directed by the Division, the plan administrator only needs to submit an annual summary, due on January 30th of each year.

The private plan administration summary must include aggregate summaries of the following:

• Total number of benefits applications received
• Total number of benefits applications:
  • Approved
  • Pending
  • Denied
  • Closed
• Total benefit amounts paid
• Total number of employees covered under the private plan
• The purposes for approved leave
• The reported gender of individuals who applied for benefits
• The average weekly wage of individuals who received benefits
• For Care of Family Leave, the relationship of the family member to the individual who received benefits
• Total number of appeals received
• Total number of appeals:
  • Affirmed
  • Reversed
  • Modified 
  • Withdrawn

Employers who chose to purchase a private plan from an approved insurance carrier: Your insurance carrier may report on your behalf.

• Check with your carrier to confirm that they will be reporting for you.
• If you will report for yourself, follow the instructions for self-insured private plans below. 
  • Substitute your insurance carrier’s name in place of “selfinsured” in the file name.    

Employers who chose a self-insured private plan: You must submit your summary in a .csv file using The template provided below. Additional instructions are included in the template.

• The file naming convention is YYYYQQ_FAMLI ID_selfinsured.csv
  • Example: 2024Q1_123456700_selfinsured.csv
• Any amendments to information can be reported in a separate file with the next quarterly filing. 
• Final amendments to any quarterly filing within a calendar year must be submitted by March 1st of the following calendar year.
• Email your file to: CDLE_FAMLI_PrivatePlans@state.co.us with the subject “YYYYQQ Private Plan Reporting.”

Approved Insurance Carriers must submit their summary in a .csv file using the template provided below. Additional instructions are included in the template. 

• The file naming convention is YYYYQQ_CarrierName.csv
  • Example: 2024Q1_InsuranceCarrier.csv
• Plan administrators may aggregate data for private plans in the form of an insurance policy that covers multiple employers.
• Any amendments to information can be reported in a separate file with the next quarterly filing. 
• Final amendments to any quarterly filing within a calendar year must be submitted by March 1st of the following calendar year.
• Email your file to: CDLE_FAMLI_PrivatePlans@state.co.us with the subject “YYYYQQ Private Plan Reporting.”

Summary & Amended Summary Submission Schedule:

Download Reporting Template

Benefit Overpayments

The private plan administrator must notify the FAMLI Division of any benefits overpayments totaling $25 or more. A copy of the overpayment determination letter sent to claimants must be submitted to the Division at least quarterly as described above for Private Plan Quarterly Administration Summaries [7 CCR 1107-6.5.2].

Mail copies of the overpayment determination letters:

Division of Family and Medical Leave Insurance
Attn: Overpayments and Recovery
PO BOX 2330
Denver, CO 80202-2330

Individual copies of the determinations can also be sent to the FAMLI Division as they are sent to claimants.