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ETA - Motor Carrier Financial and Operation Statistics

Federal Motor Carrier Safety Administration - Education and Technical Assistance Program


NOTE: Please do not use this guide as a substitute for the Federal Motor Carrier Safety Regulations (FMCSRs). The guide is currently being revised and continues to change as regulations are published, updated, etc. You should consult the FMCSRs, which are updated quarterly online.

The Bureau of Transportation Statistics' Motor Carrier Financial and Operating Statistics (F&OS) Program collects annual and quarterly data from motor carriers of property and passengers that meet the applicability requirements listed in the table below. The program collects balance sheet and income statement data along with information on tonnage, mileage, employees, transportation equipment, and other related items, but there are no explicit safety data items. The Motor Carrier F&OS forms are not currently a part of the FMCSA compliance review process. The F&OS data are used by the U.S. Department of Transportation, other government agencies, trucking associations, insurance companies, consultants, law firms, academia, trade publications, and others. Under 49 CFR 1420.10, unless otherwise provided by law, "the data contained in the report[s]...shall be made publicly available."

Applicability

Any motor carrier of property, household goods, or passengers engaged in interstate, intrastate, and/or foreign operations and with annual revenues of $3 million dollars or more must file annual and/or quarterly reports with the Bureau of Transportation Statistics, as required by 49 CFR 1420.

Requirements

As listed under 49 CFR 1420.

Type of Motor Carrier

Adjusted Annual Operating Revenue

Report(s)

Due Date

Class I, Property

$10 million
or greater

Form M, annual

March 31

Form QFR, quarterly

30 days after the end of each quarter

Class II, Property

$3 - $10 million

Form M, annual

March 31

Class I, Passenger

$5 million or greater

Form MP-1, annual and quarterly

March 31st and 30 days after the end of each quarter


Exceptions

Motor Carriers that:

are below the Class I or Class II revenue thresholds (see the worksheet for calculating carrier classification ),

  • are a private motor carrier,
  • are outside DOT jurisdiction,
  • do not hold DOT or ICC operating authority or have leased their operating authority to another carrier,
  • are in bankruptcy, or
  • have received an exemption from filing (see 49 CFR 1420.8 and 1420.9)

Please contact the Office of Motor Carrier Information, Bureau of Transportation Statistics at 202-366-2984 or 202-366-4023 for additional information about the Motor Carrier Financial and Operating Statistics Program.

Forms

Motor Carriers of Property and Household Goods General Information on Filing

Motor Carriers of Passengers General Information

Worksheet For Calculating Carrier Classification (Motor Carriers of Propery) Page #1

Worksheet For Calculating Carrier Classification (Motor Carriers of Propery) Page #2

Worksheet For Calculating Carrier Classification (Motor Carriers of Passengers) Page #1

Worksheet For Calculating Carrier Classification (Motor Carriers of Passengers) Page #2

Motor Carrier Annual Report Form M Instructions

Quarterly and Annual Report Form Motor Carriers of Passengers

Motor Carriers of Property and Household Goods 2001 Annual Report

Motor Carriers of Property and Household Goods 2002 Quarterly Report


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