Actuarial Reports and Studies

Click on one of the links below to be taken to the actuarial reports for that program.

• Duty Disability Program
• ICI Program Actuarial Review: State
• ICI Program Actuarial Review: Local
• Long Term Disability Insurance
• WRS Annual Actuarial Valuation and Gain/Loss Analysis (Combined Report)
• WRS Gain/Loss Analysis of Experience Among Active Members
• WRS Annual Actuarial Valuation of Active Lives
• WRS Annual Actuarial Valuation of Retired Lives
• WRS Three-Year Experience Study
• Wisconsin Sick Leave Conversion Credit Programs Annual Actuarial Valuation 
• Wisconsin Sick Leave Conversion Credit Programs Three Year Experience Study 

Duty Disability Program Actuarial Valuation

Annual actuarial valuation of benefit liabilities and costs of the Duty Disability program are presented in this report.

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ICI Program Actuarial Valuation:  State

Annual actuarial valuation of benefit liabilities and costs of the Income Continuation Insurance (ICI) state program are presented in this report.

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ICI Program Actuarial Valuation:  Local

Annual actuarial valuation of benefit liabilities and costs of the Income Continuation Insurance (ICI) local program are presented in this report.

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Long-Term Disability Insurance Actuarial Valuation

Annual actuarial valuation of benefit liabilities and costs of the Long Term Disability program are presented in this report.

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WRS Annual Actuarial Valuation and Gain/Loss Analysis (Combined Report)

The results of the annual actuarial valuations of non-retired members covered by the Wisconsin Retirement System are presented in this report. The valuations establish contribution rates for a given calendar year in conformance with Chapter 40 of the Wisconsin Statutes.

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WRS Gain/Loss Analysis of Experience Among Active Members

The results of the Gain/Loss Analysis Among Active Members of the Wisconsin Retirement System are presented in this report. The purpose of the analysis was to measure the economic and demographic experience for the given calendar year that affected a contribution rate change.

Note:  Beginning with calendar year 2012, this actuarial report is now available as the WRS Annual Actuarial Valuation and Gain/Loss Analysis (Combined Report).

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WRS Annual Actuarial Valuation of Active Lives

The results of the Gain/Loss Analysis Among Active Members of the Wisconsin Retirement System are presented in this report. The purpose of the analysis was to measure the economic and demographic experience for the given calendar year that affected a contribution rate change.

Note:  Beginning with calendar year 2012, this actuarial report is now available as the WRS Annual Actuarial Valuation and Gain/Loss Analysis.

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WRS Annual Actuarial Valuation of Retired Lives

The purpose of this report is to establish the ratio of assets to liabilities in the Core and Variable Funds and to make recommendations for related benefit adjustments in accordance with statutory provisions and administrative code.

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WRS Three-Year Experience Study

The results of the three-year investigation of experience of the Wisconsin Retirement System are presented in this report. The investigation was made for the purpose of updating the actuarial assumptions used in valuing the actuarial liabilities of the Wisconsin Retirement System in compliance with Section 40.03(5)(b) of the Wisconsin Statutes.

• 1/1/2018-12/31/2020
• 1/1/2015-12/31/2017
• 1/1/2012-12/31/2014
• 1/1/2009-12/31/2011
• 1/1/2006-12/31/2008
• 1/1/2003-12/31/2005
• 1/1/2000-12/31/2002

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Wisconsin Sick Leave Conversion Credit Programs Annual Actuarial Valuation

Annual actuarial valuation of benefit liabilities and costs of the Accumulated Sick Leave Conversion Credit Programs are presented in this report.

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Wisconsin Sick Leave Conversion Credit Programs Three Year Experience Study

The results of the three-year investigation of experience of the Wisconsin Sick Leave Conversion Credit Programs are presented in this report. The investigation was made for the purpose of updating the actuarial assumptions used in valuing the actuarial liabilities of the Wisconsin Sick Leave Conversion Credit Programs.

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