PRIVATE (VOLUNTARY)PLAN FILING REQUIREMENTS State Funding Options Filing Process Massachusetts Insured and Self Funded First of quarter after approval which must be made in advance Must file annually for exemption Minnesota (January 1, 2026) Insured and Self funded Applications made 60 days prior to first of quarter Surety bond required for self funded plans Application fee scaled based on size ($250-$1,000) Plan required to be in effect at least one year New Hampshire No private plans allowed New Jersey Insured and Self funded Effective date must be first of a quarter and submitted before the effective date New York Private Plans only (no state plans) Insured and Self funded Coverage must be purchased through an approved carrier; carrier submits forms to state Oregon Insured and Self funded Effective date must be first of a quarter and preferably submitted no later than 30 days prior $250 application Reapproval application required every year for first 3 years, 30 days before expiration date Rhode Island No private plans allowed Vermont No private plans allowed Washington Self funded only Effective date must be first of a quarter and submitted 30 days in advance $250 application fee Reapproval application required every year for first 3 years This document is strictly private, confidential and personal to its recipients and should not be copied, distributed or reproduced in whole or in part, nor passed to any third party // 23