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Public Access - Financial Statements

A consumer may come into the Department to view a foreign company's financial statements filed with the NAIC through a public access computer portal. This application is similar to the INSDATA service however, it provides the financial pages filed by the company for the current year only. For financial information for the prior years, please visit NAIC INSDATA .

Available PDF files:

The following PDF files can be downloaded and printed using the Department computer/printer:

  • Annual Statement
  • Actuarial Opinion (Current Year)
  • Management Discussion and Analysis (Current Year)
  • Audited Financial Statement (Current Year)

  • March Quarterly Statement (Previous & Current Year)
  • June Quarterly Statement (Previous & Current Year)
  • September Quarterly Statement (Previous & Current Year)

Fees:

  • Downloading PDF files from NAIC – free (unlimited)
  • Printing – $.05 per page (A double sided page will be charged for both sides.)
    • No charge for copies up to 100 pages

Details of PDF files:

  • Statement Pages are subject to Revision, Addition and Deletion
  • All statement pages filed are available however the page numbers and schedule headings may change from year to year.
  • Page numbers of the most requested key annual statement pages are shown in parenthesis.

Key Annual Statement Pages (by company type)

Property

  • Jurat (1)
  • Assets (2)
  • Liabilities, Surplus and Other Funds (3)
  • Underwriting and Investment Exhibit - Statement of Income (4)
  • Cash Flow (5)
  • Underwriting and Investment Exhibit - Part 1 through Part 4
  • Exhibit 1 - Analysis of Nonadmitted Assets and Related Items
  • Notes to Financial Statements
  • Summary Investment Schedule
  • General Interrogatories - Part 1 and Part 2
  • Five-Year Historical Data
  • Schedule D - Summary by Country
  • Schedule D - Verification Between Years
  • Schedule P Summary - Part 1 through Part 4
  • Schedule Y - Part 1 - Organizational Chart
  • Schedule T - Exhibit of Premiums Written

Life

  • Jurat (1)
  • Assets (2)
  • Liabilities, Surplus and Other Funds (3)
  • Summary of Operations (4)
  • Cash Flow (5)
  • Analysis of Operations by Lines of Business
  • Analysis of Increase in Reserves During the Year
  • Exhibit 1 through Exhibit 12
  • Notes to Financial Statements
  • Summary Investment Schedule
  • General Interrogatories - Part 1 and Part 2
  • Five-Year Historical Data
  • Exhibit of Life Insurance
  • Schedule D - Summary by Country
  • Schedule D - Verification Between Years
  • Schedule Y - Part 1 - Organizational Chart
  • Schedule T - Premiums and Annuity Considerations

Health

  • Jurat (1)
  • Assets (2)
  • Liabilities, Capital and Surplus (3)
  • Statement of Revenue and Expenses (4 and 5)
  • Cash Flow (6)
  • Analysis of Operations by Lines of Business
  • Underwriting and Investment Exhibit - Part 1 through Part 4A
  • Exhibit 1 - Analysis of Nonadmitted Assets and Related Items
  • Exhibit 2 - Enrollment by Product Type
  • Notes to Financial Statements
  • Summary Investment Schedule
  • General Interrogatories - Part 1 and Part 2
  • Five-Year Historical Data
  • Schedule D - Summary by Country
  • Schedule D - Verification Between Years
  • Schedule Y - Part 1 - Organizational Chart
  • Schedule T - Premiums and Other Considerations

Fraternal

  • Jurat (1)
  • Assets (2)
  • Liabilities, Surplus and Other Funds (3)
  • Summary of Operations (4)
  • Cash Flow (5)
  • Analysis of Operations by Lines of Business
  • Analysis of Increase in Reserves During the Year
  • Exhibit 1 through Exhibit 12
  • Notes to Financial Statements
  • Summary Investment Schedule
  • General Interrogatories - Part 1 and Part 2
  • Five-Year Historical Data
  • Exhibit of Life Insurance
  • Schedule D - Summary by Country
  • Schedule D - Verification Between Years
  • Schedule Y - Part 1 - Organizational Chart
  • Schedule T - Distribution of Business by States and Territories

Title

  • Jurat (1)
  • Assets (2)
  • Liabilities, Surplus and Other Funds (3)
  • Operations and Investment Exhibit - Statement of Income (4)
  • Cash Flow (5)
  • Operations and Investment Exhibit - Part 1 through Part 5
  • Exhibit 1 - Analysis of Nonadmitted Assets and Related Items
  • Notes to Financial Statements
  • Summary Investment Schedule
  • General Interrogatories - Part 1 and Part 2
  • Five-Year Historical Data
  • Schedule D - Summary by Country
  • Schedule D - Verification Between Years
  • Schedule P - Part 1 - Summary
  • Schedule Y - Part 1 - Organizational Chart
  • Schedule T - Exhibit of Premiums Written

Investment Annual Statement Pages (All company types)

  • Jurat (1)
  • Summary Investment Schedule (SI01) (not applicable to Life Separate Accounts or Fraternal Separate Accounts)
  • Schedule A, Verification Between Years (SI02)
  • Schedule B, Verification Between Years (SI02)
  • Schedule BA, Verification Between Years (SI03)
  • Schedule D, Verification Between Years (SI03)
  • Schedule D, Summary by Country (SI04)
  • Schedule D, Part 1A, Section 1 (SI05 through SI07) (not applicable to Life Separate Accounts or Fraternal Separate Accounts)
  • Schedule D, Part 1A, Section 2 (SI08 through SI10) (not applicable to Life Separate Accounts or Fraternal Separate Accounts)
  • Schedule DA, Verification Between Years (SI11)
  • Schedule DB, Part A, Verification Between Years (SI12)
  • Schedule DB, Part B, Verification Between Years (SI12)
  • Schedule DB, Part C, Verification Between Years (SI13)
  • Schedule DB, Part D, Verification Between Years (SI13)
  • Schedule DB, Part E, Verification (SI13)
  • Schedule DB, Part F, Section 1 (SI14)
  • Schedule DB, Part F, Section 2 (SI15)
  • Schedule E, Verification Between Years (SI16)
  • Schedule A, Part 1 (E01)
  • Schedule A, Part 2 (E02)
  • Schedule A, Part 3 (E03)
  • Schedule B, Part 1 (E04)
  • Schedule B, Part 2 (E05)
  • Schedule BA, Part 1 (E06)
  • Schedule BA, Part 2 (E07)
  • Schedule D, Part 1 (E08)
  • Schedule D, Part 2, Section 1 (E09)
  • Schedule D, Part 2, Section 2 (E10)
  • Schedule D, Part 3 (E11)
  • Schedule D, Part 4 (E12)
  • Schedule D, Part 5 (E13)
  • Schedule D, Part 6, Section 1 (E14) (not applicable to Life Separate Accounts or Fraternal Separate Accounts)
  • Schedule D, Part 6, Section 2 (E14) (not applicable to Life Separate Accounts or Fraternal Separate Accounts)
  • Schedule DA, Part 1 (E15)
  • Schedule DB, Part A, Section 1 (E16)
  • Schedule DB, Part A, Section 2 (E16)
  • Schedule DB, Part A, Section 3 (E17)
  • Schedule DB, Part B, Section 1 (E17)
  • Schedule DB, Part B, Section 2 (E18)
  • Schedule DB, Part B, Section 3 (E18)
  • Schedule DB, Part C, Section 1 (E19)
  • Schedule DB, Part C, Section 2 (E19)
  • Schedule DB, Part C, Section 3 (E20)
  • Schedule DB, Part D, Section 1 (E20)
  • Schedule DB, Part D, Section 2 (E21)
  • Schedule DB, Part D, Section 3 (E21)
  • Schedule DB, Part E, Section 1 (E22)
  • Schedule E, Part 1 – Cash (E23)
  • Schedule E, Part 2 – Cash Equivalents (E24)
  • Schedule E, Part 3 – Special Deposits (E25)

Other Annual Statement Pages (All company types)

Any schedule not listed for either of these Key Annual Statement Pages or Investment Annual Statement Pages, for example, Exhibit of Premiums and Losses (Grand Total & State pages), are included.