Others titles

  • Quarterly Marketplace Effectuated Enrollment
  • Effectuated Enrollment by State


  • Healthcare
  • Effectuated Enrollment
  • Financial Assistance
  • Qualified Health Plan
  • Health Insurance Marketplace
  • Health Insurance Marketplace Coverage
  • Health Plans in Market
  • Health Premiums Plans
  • Health Medical Plans

Total Effectuated Enrollment and Financial Assistance by State

This dataset shows the total effectuated enrollment and financial assistance quarterly from December 2014 to March 2016 by the United States.

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The Office of Enterprise Data and Analytics (OEDA), within the Centers for Medicare & Medicaid Services (CMS), has prepared public datasets with the total number of consumers in all 50 states and Washington, DC with Marketplace coverage. The dataset includes consumers with effectuated Health Insurance Marketplace coverage – individuals who paid their premiums and had an active policy on the date of the snapshot. The values include state-level effectuated enrollment, the number of consumers with Applied Premium Tax Credit (APTC) subsidies, and the number of consumers with Cost-Sharing Reduction (CSR) subsidies; state-level effectuated enrollment cut by metal level; and state-level numbers with the average APTC subsidy amount for those consumers receiving APTC.

Individuals effectuate their enrollment by paying their first month’s premium. This snapshot measures individuals who effectuated their enrollment and have an active policy on the date of the snapshot; it does not measure the rate at which consumers pay their first month’s premium. Active policies include those who have paid for the current month and individuals who may be in a grace period for non-payment. Grace periods can vary by state and issuer. For those individuals receiving APTC, issuers are required to give enrollees a three month grace period.

About this Dataset

Data Info

Date Created


Last Modified




Update Frequency


Temporal Coverage


Spatial Coverage

United States


John Snow Labs; Centers for Medicare and Medicaid Services;

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Healthcare, Effectuated Enrollment, Financial Assistance, Qualified Health Plan, Health Insurance Marketplace, Health Insurance Marketplace Coverage, Health Plans in Market, Health Premiums Plans, Health Medical Plans

Other Titles

Quarterly Marketplace Effectuated Enrollment, Effectuated Enrollment by State

Data Fields

Name Description Type Constraints
DateDate of effectuated enrollmentdate-
State_AbbreviationState abbreviation for which medical plan is offeredstring-
Total_EnrollmentThe total number of unique individuals who have an active policy as of March 31, 2016 and who have paid their premium (thus becoming effectuated).integerlevel : Ratio
APTC_EnrollmentThe total number of unique individuals who have an active policy as of March 31, 2016 , who have paid their premium (thus becoming effectuated), and who received an APTC subsidy. APTC is generally available if a consumer's household income is between 100 and 400 percent of the federal poverty level. A consumer was defined as having an APTC if his or her applied APTC amount was greater than $0; otherwise, a consumer was classified as not having APTC.integerlevel : Ratio
Percentage_of_Enrollment_with_APTCPercentage of Total Enrollment with Applied Premium Tax Creditnumberlevel : Ratio
CSR_EnrollmentThe total number of unique individuals who have an active policy as of March 31, 2016, who have paid their premium (thus becoming effectuated), and receive cost-sharing reductions. CSR is generally available if a consumer’s household income is between 100 percent and 250 percent of the federal poverty level and the individual chooses a health plan from the silver plan category. Those who qualify receive subsidies on their out-of-pocket costs.integerlevel : Ratio
Percentage_of_Enrollment_with_CSRPercentage of Total Enrollment with Cost-Sharing Reductionnumberlevel : Ratio

Data Preview

DateState AbbreviationTotal EnrollmentAPTC EnrollmentPercentage of Enrollment with APTCCSR EnrollmentPercentage of Enrollment with CSR