Surplus Lines Tax and Fees
This dataset provides detailed records of surplus lines insurance filings, including premium taxes, inspection and fire marshal fees, and other state-mandated charges for non-admitted placements. It enables comprehensive tracking of financial obligations, regulatory compliance, and market activity across states and stamping offices, supporting analytics for insurers, brokers, and regulators.
Sample rows
preview · 8 of 400 rows · all 25 columns| filing_idstring | policy_typestring | fire_marshal_fee_amountfloat | filing_statusstring | statestring | filing_datedate | insurer_namestring | broker_namestring | policy_numberstring | policy_effective_datedate | policy_expiration_datedate | premium_amountfloat | premium_tax_ratefloat | premium_tax_amountfloat | inspection_fee_amountfloat | other_state_fees_amountfloat | total_fees_amountfloat | stamping_office_fee_amountfloat | policyholder_namestring | policyholder_address_streetstring | policyholder_address_citystring | policyholder_address_statestring | policyholder_address_postal_codestring | policyholder_address_countrystring | stamping_office_namestring |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F00001 | property | 25 | approved | TX | 2023-02-17 | Southwest Risk Indemnity | Lone Star Brokerage Group | TX-2023-0001 | 2023-03-01 | 2024-03-01 | 125000 | 5.45 | 6812.5 | 250 | 80 | 7192.5 | 25 | Dallas Healthcare Systems Inc | 1120 Preston Ave | Dallas | TX | 75201 | USA | Texas Surplus Lines Stamping Office |
| F00002 | casualty | 0 | approved | CA | 2023-04-26 | Pacific General Specialty | Golden State Risk Advisors | CA-2023-0023 | 2023-05-02 | 2024-05-02 | 7800 | 3.85 | 300.3 | 0 | 5 | 315.3 | 10 | San Francisco Realty Partners | 330 Market St | San Francisco | CA | 94105 | USA | California Surplus Lines Association |
| F00003 | liability | 12 | approved | NY | 2023-01-10 | Empire Specialty Underwriters | Hudson Risk Solutions | NY-2023-0107 | 2023-01-15 | 2024-01-15 | 15000 | 4.2 | 630 | 18 | 10 | 670 | 0 | Brooklyn Brewery Co | 79 Wythe Ave | Brooklyn | NY | 11249 | USA | Excess Line Association of New York |
| F00004 | casualty | 2 | approved | FL | 2023-06-05 | Sunshine Non-Admitted Insurers | Orlando Surplus Lines | FL-2023-0009 | 2023-06-10 | 2024-06-10 | 2500 | 3.6 | 90 | 0 | 5 | 102 | 5 | Daytona Beach Resort Rentals | 120 Beachside Dr | Daytona Beach | FL | 32118 | USA | Florida Surplus Lines Service Office |
| F00005 | liability | 5 | submitted | NJ | 2023-03-21 | Garden State Excess Markets | Jersey Shore Brokers | NJ-2023-0031 | 2023-04-01 | 2024-04-01 | 6200 | 3.95 | 244.9 | 10 | 0 | 259.9 | 0 | Atlantic Catering Group LLC | 253 Ocean Ave | Atlantic City | NJ | 08401 | USA | New Jersey Surplus Lines Office |
| F00006 | property | 45 | approved | TX | 2023-07-14 | Lone Star Property Surety | Texas Premier Brokerage | TX-2023-0142 | 2023-07-15 | 2024-07-15 | 950000 | 5.85 | 55575 | 500 | 250 | 56395 | 25 | Houston Medical Center LLC | 555 Fannin St | Houston | TX | 77002 | USA | Texas Surplus Lines Stamping Office |
| F00007 | liability | 0 | pending | OR | 2023-02-10 | Cascade Non-Admitted | Portland Surplus Lines | OR-2023-0015 | 2023-02-14 | 2024-02-14 | 4100 | 4.5 | 184.5 | 10 | 0 | 194.5 | 0 | Eugene Tech Innovations | 2020 Franklin Blvd | Eugene | OR | 97403 | USA | Oregon Surplus Lines Association |
| F00008 | liability | 0 | rejected | IL | 2023-05-19 | Great Lakes Excess | Windy City Surplus Lines | IL-2023-0028 | 2023-06-01 | 2024-06-01 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Zero Premium LLC | 99 Lake Shore Dr | Chicago | IL | 60601 | USA | Illinois Surplus Lines Association |
| F00009 | property | 45 | approved | CA | 2023-03-03 | Golden Gate Excess | Bay Area Specialty Brokers | CA-2023-0033 | 2023-03-10 | 2024-03-10 | 2000000 | 5.35 | 107000 | 500 | 500 | 108070 | 25 | Oakland Shipping Corp | 401 Embarcadero | Oakland | CA | 94607 | USA | California Surplus Lines Association |
| F00010 | casualty | 0 | pending | GA | 2023-02-22 | Peach State Specialty | Atlanta Surplus Lines | GA-2023-0037 | 2023-02-28 | 2024-02-28 | 4100 | 4.65 | 190.65 | 5 | 0 | 195.65 | 0 | Savannah Inn Group | 315 River St | Savannah | GA | 31401 | USA | Georgia Surplus Lines Association |
| F00011 | liability | 10 | approved | HI | 2023-06-29 | Island Risk Solutions | Honolulu Surplus Brokers | HI-2023-0003 | 2023-07-01 | 2024-07-01 | 14300 | 2.8 | 400.4 | 20 | 12 | 442.4 | 0 | Maui Adventure Rentals | 221 Hana Hwy | Kahului | HI | 96732 | USA | Hawaii Surplus Lines Stamping Office |
| F00012 | casualty | 0 | approved | DE | 2023-01-25 | Delaware Excess Markets | Wilmington Surplus Lines | DE-2023-0021 | 2023-02-01 | 2024-02-01 | 3500 | 3.75 | 131.25 | 0 | 8 | 139.25 | 0 | Dover Recreation Rentals | 44 Bay Rd | Dover | DE | 19901 | USA | Delaware Surplus Lines Association |
| F00013 | liability | 7 | approved | NV | 2023-02-07 | Silver State Indemnity | Las Vegas Surplus Lines | NV-2023-0006 | 2023-02-10 | 2024-02-10 | 12000 | 3.6 | 432 | 18 | 12 | 469 | 0 | Las Vegas Legal Aid Foundation | 650 Fremont St | Las Vegas | NV | 89101 | USA | Nevada Surplus Lines Association |
| F00014 | liability | 0 | submitted | DC | 2023-03-14 | Capital Excess Carriers | District Surplus Lines Brokers | DC-2023-0020 | 2023-03-20 | 2024-03-20 | 9000 | 4 | 360 | 10 | 10 | 380 | 0 | Washington Hospitality Group | 500 Pennsylvania Ave NW | Washington | DC | 20001 | USA | District of Columbia Surplus Lines Office |
| F00015 | casualty | 0 | pending | VT | 2023-05-02 | Green Mountain Excess | Burlington Surplus Brokers | VT-2023-0012 | 2023-05-10 | 2024-05-10 | 400 | 3.25 | 13 | 2 | 0 | 15 | 0 | Stowe Mountain Rentals | 330 Mountain Rd | Stowe | VT | 05672 | USA | Vermont Surplus Lines Association |
| F00016 | casualty | 5 | approved | MN | 2023-07-07 | North Star Specialty | Minneapolis Surplus Lines | MN-2023-0030 | 2023-07-10 | 2024-07-10 | 5300 | 4.05 | 214.65 | 10 | 8 | 237.65 | 0 | Minneapolis Recreation Rentals | 1751 Hennepin Ave | Minneapolis | MN | 55403 | USA | Minnesota Surplus Lines Association |
| F00017 | property | 45 | approved | TX | 2023-09-01 | Frontier Risk Indemnity | Lone Star Brokerage Group | TX-2023-0390 | 2023-09-10 | 2024-09-10 | 2500000 | 6 | 150000 | 500 | 500 | 151070 | 25 | Dallas Manufacturing Group | 800 Industrial Blvd | Dallas | TX | 75247 | USA | Texas Surplus Lines Stamping Office |
| F00018 | liability | 10 | approved | CA | 2023-08-15 | Pacific General Specialty | Golden State Risk Advisors | CA-2023-0510 | 2023-08-20 | 2024-08-20 | 13000 | 4.5 | 585 | 20 | 15 | 630 | 0 | San Jose Catering Solutions | 100 E Santa Clara St | San Jose | CA | 95113 | USA | California Surplus Lines Association |
| F00019 | property | 45 | approved | NY | 2023-04-02 | Empire Specialty Underwriters | Hudson Risk Solutions | NY-2023-0228 | 2023-04-10 | 2024-04-10 | 220000 | 6.5 | 14300 | 500 | 500 | 15370 | 25 | New York Medical Group Inc | 88 Madison Ave | New York | NY | 10016 | USA | Excess Line Association of New York |
| F00020 | liability | 5 | submitted | NJ | 2023-03-28 | Garden State Excess Markets | Jersey Shore Brokers | NJ-2023-0100 | 2023-03-30 | 2024-03-30 | 6300 | 4.05 | 255.15 | 10 | 0 | 270.15 | 0 | Princeton Legal Services | 45 Nassau St | Princeton | NJ | 08542 | USA | New Jersey Surplus Lines Office |
What the 400 rows show
from the 400-row sampleProperty (policy type) stands out: mean fire_
- 0median fire_
marshal_ fee_ amount - 51states
- 51policyholder address states
- 115policyholder address cities
- 6,975median premium_
amount - 3.7median premium_
tax_ rate
Median 0, from 0 to 45.
- string 14
- float 8
- date 3
Columns
25 columns in three groups| column | type | description | example |
|---|---|---|---|
| Text 14 columns | |||
filing_id | string | Unique identifier for each surplus lines filingunique | F00001 |
state | string | U.S. state where the surplus lines filing occurred | TX |
insurer_name | string | Name of the non-admitted insurance company | Southwest Risk Indemnity |
broker_name | string | Name of the surplus lines insurance broker | Hudson Risk Solutions |
policy_number | string | Insurance policy number associated with the filing | TX-2023-0001 |
stamping_office_name | string | Name of the surplus lines stamping office processing the filing | Texas Surplus Lines Stamp… |
filing_status | string | Current status of the filing (e.g., submitted, approved, rejected, pending)submitted · approved · rejected · pending | approved |
policy_type | string | Type of insurance policy (e.g., property, casualty, liability)4 types | property |
policyholder_name | string | Name of the policyholder | Brooklyn Brewery Co |
policyholder_address_street | string | Street address of the policyholderoptional | 1120 Preston Ave |
policyholder_address_city | string | City of the policyholderoptional | Dallas |
policyholder_address_state | string | State of the policyholderoptional | TX |
policyholder_address_postal_code | string | Postal code of the policyholderoptional | 75201 |
policyholder_address_country | string | Country of the policyholderoptional | USA |
| Numbers 8 columns | |||
premium_amount | float | Total premium amount for the policy0 or more | 125000 |
premium_tax_rate | float | Applicable premium tax rate (%) for the filing0 to 100 | 5.45 |
premium_tax_amount | float | Calculated premium tax amount based on premium and rate0 or more | 6812.5 |
inspection_fee_amount | float | Inspection fee charged for the filing0 or more · optional | 250 |
fire_marshal_fee_amount | float | Fire marshal fee charged for the filing0 or more · optional | 25 |
other_state_fees_amount | float | Other state-mandated fees charged for the filing0 or more · optional | 80 |
total_fees_amount | float | Total of all fees and taxes for the filing0 or more | 7192.5 |
stamping_office_fee_amount | float | Fee charged by the stamping office for processing0 or more · optional | 25 |
| Dates and times 3 columns | |||
filing_date | date | Date the surplus lines filing was submitted | 2023-02-17 |
policy_effective_date | date | Effective date of the insurance policy | 2023-03-01 |
policy_expiration_date | date | Expiration date of the insurance policy | 2024-03-01 |
Use it for
An insurance dashboard
Fire_
marshal_ fee_ amount by policy_ type and a breakdown of filing_ status. Excel, Power BI or Tableau. Why do the 108 property rows have a mean fire_
marshal_ fee_ amount of 23.5? A root-cause class exercise
Hand out the rows and one question. The answer is in the data, not in the brief.
- Filings400F0000125propertyF000020casualtyF0000312liability
A software demo
Believable filings with state, filing_
date and insurer_ name to fill a screen in front of a buyer.
This dataset400 rows25 columns
Yours1,000 rows25 columnsstate: UK only
blueprint · surplus-lines-tax-and-fees
Behind this dataset
Same schema. As many rows as you need.
These 400 rows came out of a blueprint — 25 columns with generation rules behind each one. Open it in Data Factory to retune a column, add your own, wire in foreign keys, and run it at the size you actually need.
Rules it was built with
- Surplus lines used when admitted market unavailable
- Diligent search requirement before surplus placement
- Stamping office filing in most states
- Premium tax rate varies by state (typically 2-6%)
- Stamping office fee
- Fire marshal or inspection fees for property
- Tax remittance by broker or managing general agent
- Annual surplus lines tax filing
Open the blueprint in Data Factory
1 credit per row. Preview 20 rows free. Buy rows for the full run.
- Exports
- CSV, JSON, JSONL, Parquet, SQL, Excel, TSV, XML
- Licence
- yours to use, including commercially
- API slug
- surplus-lines-tax-and-fees