user’s manual · questions about data apthe inplication sor assistance with user id’s or...

User’s Manual

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Table of Contents

1. Getting Started ............................................................................................................. 3

About InsData ................................................................................................................. 3

Filing Due Dates ............................................................................................................. 3

System and Support Hours .............................................................................................. 4

Contact Information ........................................................................................................ 4

System Requirements .................................................................................................... 4

Browser Settings ............................................................................................................ 4

Pricing Information........................................................................................................... 4

Refunds ........................................................................................................................... 4

Payment Information ...................................................................................................... 5

CSV Format .................................................................................................................... 5

Unavailable PDF’s ........................................................................................................... 5

2. InsData Home Page & System Overview ..................................................................... 6

InsData Home Page ........................................................................................................ 6

InsData Page................................................................................................................... 7

3. Using the System .......................................................................................................... 8

How to Sign Up ............................................................................................................... 8

How to Log In ................................................................................................................ 12

How to Perform an InsData Search .............................................................................. 15

How to Add, Remove and Clear Items from Cart ........................................................... 17

How to Pay for Order ..................................................................................................... 18

How to Download Order ................................................................................................ 21

How to Obtain Invoice .................................................................................................. 23

How to View Order History ............................................................................................ 25

How to Reset Password ................................................................................................ 26

4. Frequently Asked Questions ..................................................................................... 28

5. PDF Detail ................................................................................................................... 29

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1 | Getting Started

About InsData InsData is a self-service application that allows users to purchase the financial statement(s) of more than 4,800 multi-state insurance companies in a pdf format. These insurance companies are regulated by the state departments of insurer. Each year the insurer files their annual and quarterly financial statements with the National Association of Insurance Commissioner (NAIC) and with their state insurance department. The data available from InsData comes from the NAIC’s proprietary Financial Data Repository (FDR). This database houses all the financial statements received from the insurers. The pdf’s available from InsData are provided ‘AS IS’. The truth, accuracy, availability, adequacy or completeness of the data cannot be guaranteed. Because insurers file their statements under specific content and security criteria, it is the responsibility of the insurer to ensure that their filings adhere to the set guidelines and that their filing is received on time. The data available on InsData is subject to being updated by the insurer at any given time. In the event that a statement is amended, the InsData user will not be notified of the change. However, the amendment will be available to the insurer from within their order. InsData offers up to 10 years of annual and quarterly data in a pdf format. Filing Due Dates Annual and quarterly data are due at specific times during the year. It is the insurer’s responsibility to submit the filing in a timely manner. If the insurer does not submit their filing by the due date, the InsData Administrator is not able to determine the day the filing will be submitted or if the filing will be submitted at all. The data is always available immediately after the insurer files their statement. For annual data, depending on the data type, the due dates are: first day of March, April, May and June. For quarterly data the due dates are: fifteenth day of May, August and November. For a detailed look at specific data and their due dates, please visit FDR’s Annual & Quarterly Financial Statement Filing Deadlines webpage at: http://www.naic.org/industry_filing_participation_deadlines.htm

http://www.naic.org/industry_filing_participation_deadlines.htm

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System and Support Hours InsData is available 24 hours a day, seven days a week. However, the official system hours are 8:30 a.m. to 5 p.m. Central Time. The system is not available during system maintenance. When the system is not available, a message on the InsData home page will be posted to notify its system users of the change. System support is provided by the NAIC Help Desk, the InsData Administrator, and other NAIC staff as necessary. Support hours are Monday through Friday, 8:30 am to 5:00 pm Central Time, excluding holidays and /or other periods of time when the NAIC offices may be closed. Contact Information Questions about the InsData application or assistance with User ID’s or passwords should be directed to the Help Desk (816-783-8500 or [email protected]) System Requirements The NAIC does not endorse or require the use of any specific internet browser. For InsData, Google Chrome is recommended. Other browser versions and operating system platforms may have received some testing and are not excluded as options for viewing the websites but have not been thoroughly evaluated for compatibility – using them may yield unintended viewing results. Browser Settings Regardless of which browser or operating system is used, JavaScript and Cascading Style Sheets (CSS) should be enabled for the best results. These features add improved usability, and help to organize the content in an accessible manner. Pricing Information Key Annual Statement Pages: $12.50 (per company code, per year) Non-Key Annual Statement Pages: $12.50 (per company code, per year) Quarterly Statement Pages: $3.75 (per company code, per quarter, per year) Refunds All InsData pdf’s purchases are final; the NAIC does not provide refunds or exchanges.

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Payment Information In order to provide users of InsData with the quickest access possible to the InsData pdf’s a credit card is required at the time of purchase. Currently we accept Visa, Discover, American Express and Master Card. CSV Format Financial Statement Data is available in a csv format from the Insurance Data Products Department. If interested in obtaining financial statement data in a csv format please email the IDP Department at [email protected] Unavailable PDF’s InsData users will not be able to add an ‘unavailable’ PDF to their cart if the PDF is considered confidential or if the insurer has not filed the statement. Confidential financial statements or data include but are not limited to the following:

o The financial statement for captive insurers o The quarterly financial statement for non-HMO insurers who are domiciled and

only write business in the state of New Jersey o The financial statement for certain state funds o The Supplemental Compensation Exhibit o The Supplemental Health Care Exhibit Allocation Report o RBC Information

mailto:[email protected]

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2 | InsData Home Page & System Overview

URL for InsData home page: www.naic.org/insdata_home.htm

The InsData Home Page

InsData Login link: Link for current users to log into the system.

New User Sign Up Link: Link for new users to obtain user id and password.

InsData Users Guide: PDF of guide with InsData direction and instruction.

PDF Data Detail : PDF of key and non-key pages content.

Frequently Asked Questions: PDF of frequently asked questions.

Help Desk Email/Phone: Link for assistance with log in or system issues.

InsData Pricing: PDF of pricing, payment and refund information.

Free Company Overview Report: Link to free insurer summary report

Annual & Quarterly Financial Statement Filing Deadlines: Link that provides information about when specific data within the financial statement is due

Consumer link: Link for consumer information.

Media link: Link for media information.

Industry link: Link for industry information.

After the InsData User has secured a user id and password (See page 8 – How to Sign Up), they will be able to log into the InsData system.

http://www.naic.org/insdata_home.htm

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The following page will display once the user signs in.

The InsData Page

Company Search: Where InsData user performs the company search.

Orders: Where InsData user views and downloads their order.

Account: Where InsData user can update their user profile.

Cart: Where InsData user verifies item(s) they have added to their order.

About: Where InsData user can view information about the InsData System.

Help: Where InsData user finds help with the InsData System

InsData Name Drop Down: Where InsData user views information about their Profile and where they can Log Out of the system.

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3 | Using the System

The url for the InsData home page is: www.naic.org/insdata_home.htm. Login with your existing ‘myNAIC’ ID and password that is used with other NAIC applications, or sign up for a new account.

How to Sign Up

From the InsData home page select ‘New Users: Sign Up’ and complete all fields on the new user registration page:

http://www.naic.org/insdata_home.htm

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After inputting password, select the “I’m not a robot” box and select continue to answer the security question.

Once you have completed the fields successfully, a user verification email is sent and the following message displays:

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After you select continue, the following page will display:

To obtain the code, go to the inbox of the email address you entered when you created your account. You will see a message with the subject line: New User Registration.

Open the email to obtain the code or you can select ‘click here’:

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Once you click on the link within the body of the email or enter the code, the request for a new account will process. You will notice your new InsData User id in the upper right corner in white. Please make note of the InsData User ID which is typically your email address.

After the new account has been created, select continue:

You have successfully created a new account. The Login page now displays.

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How to Log In 1. Go to www.naic.org/Insdata_home.htm and select “InsData Login” to access the InsData application. Within the InsData application select the “Login” button under the Login/Signup drop down box on the upper right section of the page. The following page displays:

http://www.naic.org/Insdata_home.htm

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2. Enter your user name (‘myNAIC’ ID or email address for new users) and the password.

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3. Read and agree to the terms of use in order to continue:

4. After you select agree, the following page displays:

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How to Perform an InsData Search

The Company search menu offers two ways to search: • Company Name • Company Code - A unique five digit number assigned to each insurance company.

1. From the Company Search page

2. Enter company code or company name in search field and select search. The search returns 10 years of company filings for both annual and quarterly data. Select the drop down for the desired year.

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3. The Key and Non-Key Pages for the desired year are displayed:

* Please note that if you order the non-key statement pages prior to March 1st, all of the pages will not be included in your order. The pages will be automatically added to your original order as they become available. You can download your order again at any time to obtain new pages once they have been added to InsData.

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How to Add, Remove and Clear Items from Cart

Clicking on the cart icon will add an item to your cart.

Clicking on the trash bin icon will remove an item from your cart.

Clicking on the clear all button will remove all items from your cart.

1. Click on the cart icon for the pages you would like to purchase. The selection is added to the cart. The cart icon is replaced by a green checkmark.

Once you are ready to check out, select the cart icon in the menu bar. Verify the selection(s) displayed are valid and then click on the checkout button. (If the selection(s) are not valid, select the Clear Cart icon to start over or select the delete icon to remove applicable statements.)

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How to Pay for Order

The InsData System accepts Visa, MasterCard Discover and American Express. It is important to confirm your order as we do not offer refunds or exchanges. If you are not sure if your order contains the page you want, please review the PDF Detail section prior to placing your order.

1. After selecting the Checkout button the payment page displays:

2. Review summary of order to confirm purchase and then proceed by inputting credit

card information, expiration date and security code. Select Complete Order to complete purchase.

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3. If you receive an error, please check the order page to confirm the order completed successfully. If you do not see the order, please click on the help link for assistance.

4. The following screen will display if the order completed successfully: Select continue to proceed to the order.

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5. You will also receive email notification in your inbox which also serves as a receipt:

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How to Download Order Statement pages available from InsData come in a PDF format. The PDF’s are zipped into one file and made available to download under the Order Tab.

1. To download the order, click on the Download Order link: If nothing happens after you click on the link, verify your pop up block is turned off.

2. The zip file should display:

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3. Double Click on the zip file to open up the order. The PDF pages will display.

4. Double click on the PDF file to open:

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How to Obtain Invoice The InsData Order confirmation email and the Order Details page serves as the InsData invoice.

1. To obtain a copy of the InsData receipt, from the Orders tab, select the View Detail link of the order you would like a receipt for:

2. Right click the order details page:

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3. Right Click the page to print and use as a receipt.

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How to View Order History The Order tab gives you a view of all your InsData Orders. The orders found on this tab never expire and will always be available to you.

1. Click on the Orders Tab:

2. The Order number, order date, transaction number, status, order total and invoice columns display.

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How to Reset Password 1. Go to https:/naic.org/Insdata_home.htm and select INSDATA LOGIN. After the selection, the following page will display. Select Click Here.

2. Enter Username and select Search button.

https://naic.org/Insdata_home.htm

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3. Go to inbox and open email with subject line ‘Forgotten Password Verification’:

4. Select click here (or copy provided code)

5. Enter the code on the displayed page and click ‘Check Code’ Button’

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4 | Frequently Asked Questions (FAQ’s)

Q: Why can’t I add an ‘unavailable’ item to my cart?

The company did not file or the financial statement data is considered confidential.

The following list includes but is not limited to financial statement data that is considered confidential and therefore not available for purchase:

The financial statement for captive insurers

The quarterly financial statement for non-HMO insurers who are domiciled in the state of New Jersey and who only write business in

the state of New Jersey.

The financial statement for certain state funds

The Supplemental Compensation Exhibit

The Supplemental Health Care Exhibit Allocation Report

RBC Information

Q: Why is my download missing data?

The data isn’t due until later in the year, the insurer did not provide us with the data or the data is considered confidential.

Q: Can I receive this data in a csv format?

Yes. Contact the Insurance Data Products Department at [email protected].

Q: Can I pay using PayPal or a Check

No. We currently only accept MasterCard, Visa, Discover and American Express

Q: Where can I find a specific page or schedule in my download?

In the PDF Data Detail Section

Q: What happened to the Data Request Form that allowed me to get 5 for free?

We are excited to offer our consumers a summary of the current year Financial Reports for Insurance Companies.

This report has replaced the ‘5 for Free’ program and offers consumers an unlimited number of summary reports at no cost.

The report provides a summarized view of the companies premiums earned, assets and liabilities and can be obtained by going to

naic.org>consumers>Consumer Information Source(CIS) and entering the company information, and then selecting ‘Financial Information’

followed by ‘Get Company Overview’

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5 | PDF Data Detail – Annual Statements

Annual Life PDF Detail: KEY (Key Annual Statement Pages)

Due Date Statement Type Page PDF Type Detail

March 1st Life Key Key Annual Statement Pages Jurat Page

March 1st Life Key Key Annual Statement Pages Assets

March 1st Life Key Key Annual Statement Pages Liabilities, Surplus and Other Funds

March 1st Life Key Key Annual Statement Pages Summary of Operations

March 1st Life Key Key Annual Statement Pages Cash Flow

March 1st Life Key Key Annual Statement Pages Analysis of Operations by Lines of Business

March 1st Life Key Key Annual Statement Pages Analysis of Increase in Reserves During The Year

March 1st Life Key Key Annual Statement Pages Exhibit of Net Investment Income

March 1st Life Key Key Annual Statement Pages Exhibit of Capital Gains (Losses)

March 1st Life Key Key Annual Statement Pages Exhibit 1 – Part 1 – Premiums and Annuity Considerations for Life and Accident and

March 1st Life Key Key Annual Statement Pages Exhibit 1 – Part 2 – Dividends and Coupons Applied, Reinsurance Commissions and

March 1st Life Key Key Annual Statement Pages Exhibit 2 – General Expenses

March 1st Life Key Key Annual Statement Pages Exhibit 3 – Taxes, Licenses and Fees (Excluding Federal Income Taxes)

March 1st Life Key Key Annual Statement Pages Exhibit 4 – Dividends or Refunds

March 1st Life Key Key Annual Statement Pages Exhibit 5 – Aggregate Reserve for Life Contracts

March 1st Life Key Key Annual Statement Pages Exhibit 5 – Interrogatories

March 1st Life Key Key Annual Statement Pages Exhibit 5A – Changes in Bases of Valuation During The Year

March 1st Life Key Key Annual Statement Pages Exhibit 6 – Aggregate Reserves for Accident and Health Contracts

March 1st Life Key Key Annual Statement Pages Exhibit 7 – Deposit-Type Contracts

March 1st Life Key Key Annual Statement Pages Exhibit 8 – Part 1 – Claims for Life and Accident and Health Contracts

March 1st Life Key Key Annual Statement Pages Exhibit 8 – Part 2 – Claims for Life and Accident and Health Contracts

March 1st Life Key Key Annual Statement Pages Exhibit of Nonadmitted Assets

March 1st Life Key Key Annual Statement Pages Notes to Financial Statements

March 1st Life Key Key Annual Statement Pages General Interrogatories

March 1st Life Key Key Annual Statement Pages Five-Year Historical Data

March 1st Life Key Key Annual Statement Pages Exhibit of Life Insurance

March 1st Life Key Key Annual Statement Pages Exhibit of Number of Policies, Contracts, Certificates, Income Payable and Account V

March 1st Life Key Key Annual Statement Pages Schedule T – Premiums and Annuity Considerations

March 1st Life Key Key Annual Statement Pages Schedule Y – Part 1 – Information Concerning Activities of Insurer Members of a Hold

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Annual Life PDF Detail: NON-KEY (Other Annual Statement Pages)


March 1st Life Non-Key Other Annual Statement Pages Life Insurance (State Page)

March 1st Life Non-Key Other Annual Statement Pages Form for Calculating the Interest Maintenance Reserve (IMR)

March 1st Life Non-Key Other Annual Statement Pages Asset Valuation Reserve

March 1st Life Non-Key Other Annual Statement Pages Asset Valuation Reserve Default Component

March 1st Life Non-Key Other Annual Statement Pages Asset Valuation Reserve Equity and Other Invested Asset Component

March 1st Life Non-Key Other Annual Statement Pages Asset Valuation Reserve Replications (Synthetic) Assets

March 1st Life Non-Key Other Annual Statement Pages Schedule F

March 1st Life Non-Key Other Annual Statement Pages Schedule H – Part 1 – Accident and Health Exhibit

March 1st Life Non-Key Other Annual Statement Pages Schedule H – Part 2, Part 3 and Part 4

March 1st Life Non-Key Other Annual Statement Pages Schedule H – Part 5 – Health Claims

March 1st Life Non-Key Other Annual Statement Pages Schedule S – Part 1 – Section 1


March 1st Life Non-Key Other Annual Statement Pages Schedule S – Part 2







March 1st Life Non-Key Other Annual Statement Pages Schedule T – Part 2 Interstate Compact

March 1st Life Non-Key Other Annual Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

March 1st Life Non-Key Other Annual Statement Pages Schedule Y – Part 2 – Summary of Insurer’s Transactions With Any Affiliates

March 1st Life Non-Key Other Annual Statement Pages Supplemental Exhibits and Schedules Interrogatories

March 1st Life Non-Key Other Annual Statement Pages Medicare Supplement Insurance Experience Exhibit

March 1st Life Non-Key Other Annual Statement Pages Trusteed Surplus Statement

March 1st Life Non-Key Other Annual Statement Pages Workers’ Compensation Carve-Out Supplement

March 1st Life Non-Key Other Annual Statement Pages Schedule O Supplement

March 1st Life Non-Key Other Annual Statement Pages Medicare Part D Coverage Supplement

March 1st Life Non-Key Other Annual Statement Pages VM-20 Reserves Supplement

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Annual Life PDF Detail: NON-KEY (Non-Key Annual Statement Pages)


March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Certification Regarding the Use of 2001 Preferred Class Tables Required by

the Model Regulation Permitting the Recognition of Preferred Mortality Tables for Use

in Determining Minimum Reserve Liabilities

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Certification Related to the Reserves Required by Actuarial Guideline XLIII

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Certifications Related to Annuity Non-forfeiture Ongoing Compliance for

Equity Indexed Annuities

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Certifications Related to Hedging Required by Actuarial Guideline XLIII

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Opinion

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Opinion (Statement) on Non-Guaranteed Elements as Required in

Interrogatory 3 to Exhibit 5

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Opinion on Participating and Non-Participating Policies as Required in

Interrogatories 1 and 2 to Exhibit 5

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Opinion on Separate Accounts Funding Guaranteed Minimum Benefit

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Opinion on Synthetic Guaranteed Investment Contracts

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Opinion on X-Factors

March 1st Life Non-Key Non-Key Annual Statement Pages Actuarial Opinion Required by the Modified Guaranteed Annuity Model Regulation

March 1st Life Non-Key Non-Key Annual Statement Pages Financial Officer Certification Related to Clearly Defined Hedging Strategy Required by

Actuarial Guideline XLIII

March 1st Life Non-Key Non-Key Annual Statement Pages Management Certification That the Valuation Reflects Management's Intent Required by

Actuarial Guideline XLIII

March 1st Life Non-Key Non-Key Annual Statement Pages Reasonableness and Consistency of Assumptions Certification Required by Actuarial

Guideline XXXV


Guideline XXXVI (Updated Average Market Value)


Guideline XXXVI (Updated Market Value)

March 1st Life Non-Key Non-Key Annual Statement Pages Reasonableness of Assumptions Certification for Implied Guaranteed Rate Method

Required by Actuarial Guideline XXXVI


Guideline XXXV

March 1st Life Non-Key Non-Key Annual Statement Pages Relief from the Five-year Rotation Requirement for Lead Audit Partner

March 1st Life Non-Key Non-Key Annual Statement Pages Relief from the One-year Cooling Off Period for Independent CPA

March 1st Life Non-Key Non-Key Annual Statement Pages Relief from the Requirements for Audit Committees

March 1st Life Non-Key Non-Key Annual Statement Pages VM-20 Reserves Supplement

April 1st Life Non-Key Non-Key Annual Statement Pages Management's Discussion and Analysis

June 1st Life Non-Key Non-Key Annual Statement Pages Audited Financial Report

June 1st Life Non-Key Non-Key Annual Statement Pages Accountants Letter of Qualifications

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Annual Life PDF Detail: NON-KEY (Statement Pages)


April 1st Life Non-Key Statement Pages Life, Health & Annuity Guaranty Association Model Act Assessment Base

Reconciliation Exhibit

April 1st Life Non-Key Statement Pages Adjustments to the Life, Health & Annuity Guaranty Association Model Act Assessment

Base Reconciliation Exhibit

April 1st Life Non-Key Statement Pages Supplemental Investment Risks Interrogatories

April 1st Life Non-Key Statement Pages Variable Annuities Supplement

April 1st Life Non-Key Statement Pages Long-Term Care Experience Reporting Form 1





April 1st Life Non-Key Statement Pages Interest Sensitive Life Insurance Products Report

April 1st Life Non-Key Statement Pages Credit Insurance Experience Exhibit

April 1st Life Non-Key Statement Pages Accident and Health Policy Experience Exhibit for Year

April 1st Life Non-Key Statement Pages Analysis of Annuity Operations by Lines of Business

April 1st Life Non-Key Statement Pages Analysis of Increase in Annuity Reserves During the Year

April 1st Life Non-Key Statement Pages Supplemental Health Care Exhibit – Parts 1, 2, and 3

April 1st Life Non-Key Statement Pages Supplemental Term and Universal Life Insurance Reinsurance Exhibit

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Annual Health PDF Detail: KEY (Key Annual Statement Pages)


March 1st Health Key Key Statement Pages Jurat Page

March 1st Health Key Key Statement Pages Assets

March 1st Health Key Key Statement Pages Liabilities, Capital and Surplus

March 1st Health Key Key Statement Pages Statement of Revenue and Expenses

March 1st Health Key Key Statement Pages Cash Flow

March 1st Health Key Key Statement Pages Analysis of Operations by Lines of Business

March 1st Health Key Key Statement Pages Underwriting and Investment Exhibit – Part 1


March 1st Health Key Key Statement Pages Underwriting and Investment Exhibit – Part 2A

March 1st Health Key Key Statement Pages Underwriting and Investment Exhibit – Part 2B

March 1st Health Key Key Statement Pages Underwriting and Investment Exhibit – Part 2C

March 1st Health Key Key Statement Pages Underwriting and Investment Exhibit – Part 2D


March 1st Health Key Key Statement Pages Exhibit of Net Investment Income

March 1st Health Key Key Statement Pages Exhibit of Capital Gains (Losses)

March 1st Health Key Key Statement Pages Exhibit of Nonadmitted Assets

March 1st Health Key Key Statement Pages Exhibit 1 – Enrollment by Product Type for Health Business Only

March 1st Health Key Key Statement Pages Notes to Financial Statements

March 1st Health Key Key Statement Pages General Interrogatories

March 1st Health Key Key Statement Pages Five-Year Historical Data

March 1st Health Key Key Statement Pages Schedule T – Premiums and Other Considerations

March 1st Health Key Key Statement Pages Schedule Y – Part 1 – Information Concerning Activities of Insurer Members of a Hold

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Annual Health PDF Detail: NON-KEY (Other Annual Statement Pages)


March 1st Health Non-Key Other Annual Statement Pages Exhibit 2 – Accident and Health Premiums Due and Unpaid

March 1st Health Non-Key Other Annual Statement Pages Exhibit 3 – Health Care Receivables

March 1st Health Non-Key Other Annual Statement Pages Exhibit 3A – Analysis of Health Care Receivables Collected and Accrued

March 1st Health Non-Key Other Annual Statement Pages Exhibit 4 – Claims Unpaid and Incentive Pool, Withhold and Bonus

March 1st Health Non-Key Other Annual Statement Pages Exhibit 5 – Amounts Due From Parent, Subsidiaries and Affiliates

March 1st Health Non-Key Other Annual Statement Pages Exhibit 6 – Amounts Due to Parent, Subsidiaries and Affiliates

March 1st Health Non-Key Other Annual Statement Pages Exhibit 7 – Part 1 – Summary of Transactions with Providers

March 1st Health Non-Key Other Annual Statement Pages Exhibit 7 – Part 2 – Summary of Transactions with Intermediaries

March 1st Health Non-Key Other Annual Statement Pages Exhibit 8 – Furniture, Equipment and Supplies Owned

March 1st Health Non-Key Other Annual Statement Pages Exhibit of Premiums, Enrollment and Utilization (State Page)

March 1st Health Non-Key Other Annual Statement Pages Schedule S – Part 1 – Section 2

March 1st Health Non-Key Other Annual Statement Pages Schedule S – Part 2

March 1st Health Non-Key Other Annual Statement Pages Schedule S – Part 3 – Section 2





March 1st Health Non-Key Other Annual Statement Pages Schedule T – Part 2 – Interstate Compact

March 1st Health Non-Key Other Annual Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

March 1st Health Non-Key Other Annual Statement Pages Schedule Y - Part 2 – Summary of Insurer’s Transactions With Any Affiliates

March 1st Health Non-Key Other Annual Statement Pages Supplemental Exhibits and Schedules Interrogatories

March 1st Health Non-Key Other Annual Statement Pages Medicare Supplement Insurance Experience Exhibit

March 1st Health Non-Key Other Annual Statement Pages Medicare Part D Coverage Supplement

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Annual Health PDF Detail: NON-KEY (Investment Annual Statement Pages)


March 1st Health Non-Key Investment Annual Statement Pages Summary Investment Schedule

March 1st Health Non-Key Investment Annual Statement Pages Schedule A – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule B – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule BA – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule D – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule D – Summary By Country

March 1st Health Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 2

March 1st Health Non-Key Investment Annual Statement Pages Schedule DA – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part A – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part B – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 2

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Verification

March 1st Health Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Verification Between Years

March 1st Health Non-Key Investment Annual Statement Pages Schedule A – Part 1



March 1st Health Non-Key Investment Annual Statement Pages Schedule B – Part 1



March 1st Health Non-Key Investment Annual Statement Pages Schedule BA – Part 1



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Annual Health PDF Detail: NON-KEY (Investment Annual Statement Pages, Continued)


March 1st Health Non-Key Investment Annual Statement Pages Schedule D – Part 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule D – Part 2 – Section 1







March 1st Health Non-Key Investment Annual Statement Pages Schedule DA – Part 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 2

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 2

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 2

March 1st Health Non-Key Investment Annual Statement Pages Schedule DL – Part 1

March 1st Health Non-Key Investment Annual Statement Pages Schedule DL – Part 2

March 1st Health Non-Key Investment Annual Statement Pages Schedule E – Part 1 – Cash

March 1st Health Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Cash Equivalents

March 1st Health Non-Key Investment Annual Statement Pages Schedule E – Part 3 – Special Deposits

Annual Health PDF Detail: NON-KEY (Non-Key Annual Statement Pages)


March 1st Health Non-Key Non-Key Statement Pages Actuarial Opinion

March 1st Health Non-Key Non-Key Statement Pages Actuarial Opinion on participating and non-participating policies

March 1st Health Non-Key Non-Key Statement Pages Actuarial Opinion on non-guaranteed elements

March 1st Health Non-Key Non-Key Statement Pages Relief from the Five-year Rotation Requirement for Lead Audit Partner

March 1st Health Non-Key Non-Key Statement Pages Relief from the One-year Cooling Off Period for Independent CPA

March 1st Health Non-Key Non-Key Statement Pages Relief from the Requirements for Audit Committees

April 1st Health Non-Key Non-Key Statement Pages Management Discussions and Analysis

June 1st Health Non-Key Non-Key Statement Pages Audited Financial Report

June 1st Health Non-Key Non-Key Statement Pages Accountant's Letter of Qualifications

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Annual Health PDF Detail: NON-KEY (Statement Pages)


April 1st Health Non-Key Statement Pages Supplemental Investment Risks Interrogatories

April 1st Health Non-Key Statement Pages Accident and Health Policy Experience Exhibit for Year

April 1st Health Non-Key Statement Pages Long-Term Care Experience Reporting Form 1





April 1st Health Non-Key Statement Pages Exhibit 5 – Aggregate Reserve For Life Contracts

April 1st Health Non-Key Statement Pages Exhibit 5 – Interrogatories

April 1st Health Non-Key Statement Pages Exhibit 7 – Deposit Type Contracts

April 1st Health Non-Key Statement Pages Schedule S – Part 1 – Section 1

April 1st Health Non-Key Statement Pages Schedule S – Part 3 – Section 1

April 1st Health Non-Key Statement Pages Life Insurance (State Page)

April 1st Health Non-Key Statement Pages Life, Health & Annuity Guaranty Association Model Act Assessment Base Reconc

April 1st Health Non-Key Statement Pages Adjustments to The Life, Health & Annuity Guaranty Association Model Act

April 1st Health Non-Key Statement Pages Analysis of Annuity Operations by Lines of Business

April 1st Health Non-Key Statement Pages Analysis of Increase in Annuity Reserves During the Year

April 1st Health Non-Key Statement Pages Supplemental Health Care Exhibit

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Annual Property & Casualty PDF Detail: KEY (Key Annual Statement Pages)


March 1st Property & Casualty Key Key Annual Statement Pages Jurat Page

March 1st Property & Casualty Key Key Annual Statement Pages Assets

March 1st Property & Casualty Key Key Annual Statement Pages Liabilities, Surplus and Other Funds

March 1st Property & Casualty Key Key Annual Statement Pages Statement of Income

March 1st Property & Casualty Key Key Annual Statement Pages Cash Flow

March 1st Property & Casualty Key Key Annual Statement Pages Underwriting and Investment Exhibit – Part 1

March 1st Property & Casualty Key Key Annual Statement Pages Underwriting and Investment Exhibit – Part 1A

March 1st Property & Casualty Key Key Annual Statement Pages Underwriting and Investment Exhibit – Part 1B


March 1st Property & Casualty Key Key Annual Statement Pages Underwriting and Investment Exhibit – Part 2A


March 1st Property & Casualty Key Key Annual Statement Pages Exhibit of Net Investment Income

March 1st Property & Casualty Key Key Annual Statement Pages Exhibit of Capital Gains (Losses)

March 1st Property & Casualty Key Key Annual Statement Pages Exhibit of Nonadmitted Assets

March 1st Property & Casualty Key Key Annual Statement Pages Notes to Financial Statements

March 1st Property & Casualty Key Key Annual Statement Pages General Interrogatories

March 1st Property & Casualty Key Key Annual Statement Pages Five-Year Historical Data

March 1st Property & Casualty Key Key Annual Statement Pages Schedule P – Part 1 – Summary – Analysis of Losses and Loss Expenses

March 1st Property & Casualty Key Key Annual Statement Pages Schedule P – Part 2, Part 3 and Part 4 Summary

March 1st Property & Casualty Key Key Annual Statement Pages Schedule T – Exhibit of Premiums Written

March 1st Property & Casualty Key Key Annual Statement Pages Schedule Y – Part 1 – Information Concerning Activities of Insurer Members of a

Holding Company Group

39

Annual Property & Casualty PDF Detail: NON-KEY (Other Annual Statement Pages)


March 1st Property & Casualty Non-Key Other Annual Statement Pages Exhibit of Premiums and Losses (State Page)

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule F – Part 1





March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule F – Part 6 – Section 1

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule F – Part 6 – Section 2




March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule H – Accident and Health Exhibit – Part 1

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule H – Part 2, Part 3 and Part 4

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule H – Part 5 – Health Claims

40

Annual Property & Casualty PDF Detail: NON-KEY (Other Annual Statement Pages, Continued)


March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1A – Homeowners/Farmowners

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1B – Private Passenger Auto Liability/Medical

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1C – Commercial Auto/Truck Liability/Medical

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1D – Workers’ Compensation (Excluding Excess Workers’ Comp

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1E – Commercial Multiple Peril

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1F – Section 1 – Medical Professional Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1F – Section 2 – Medical Professional Liability – Claims-Made

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1G - Special Liability (Ocean Marine, Aircraft (All Perils), Boiler

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1H – Section 1 – Other Liability–Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1H – Section 2 – Other Liability – Claims-Made

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1I – Special Property (Fire, Allied Lines, Inland Marine, Earthqu

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1J – Auto Physical Damage

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1K – Fidelity/Surety

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1L – Other (Including Credit, Accident a Health)

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1M – International

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1N – Reinsurance – Nonproportional Assumed Property

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1O – Reinsurance – Nonproportional Assumed Liability

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1P – Reinsurance – Nonproportional Assumed Financial Lines

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1R – Section 1 – Products Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1R – Section 2 – Products Liability – Claims – Made

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1S – Financial Guaranty/Mortgage Guaranty

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 1T – Warranty

41









March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 2F – Section 2 – Medical Professional Liability – Claims – Made

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 2G – Special Liability (Ocean Marine, Aircraft (All Perils), Boile

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 2H – Section 1 – Other Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 2H – Section 2 – Other Liability – Claims – Made



March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 2K – Fidelity, Surety

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 2L – Other (Including Credit, Accident and Health)






March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 2R – Section 2 – Products Liability – Claims-Made



42






March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 3D – Workers’ Compensation (Excluding Excess Workers’ Com


March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 3F – Section 1 –Medical Professional Liability – Occurrence


March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 3G – Special Liability (Ocean Marine, Aircraft (All Perils), Boil















43










March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 4G – Special Liability (Ocean Marine, Aircraft (All Perils), Boile















44








March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 5F – Medical Professional Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 5F – Medical Professional Liability – Claims-Made

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 5H – Other Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 5H – Other Liability – Claims-Made

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 5R – Products Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 5R – Products Liability – Claims-Made





March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 6H – Other Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 6H – Other Liability – Claims-Made




March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 6R – Products Liability – Occurrence

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 6R – Products Liability – Claims-Made

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 7A – Primary Loss Sensitive Contracts

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P – Part 7B – Reinsurance Loss Sensitive Contracts

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule P Interrogatories

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule T – Part 2 – Interstate Compact

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

March 1st Property & Casualty Non-Key Other Annual Statement Pages Schedule Y – Part 2 – Summary of Insurer’s Transactions With Any Affiliates

March 1st Property & Casualty Non-Key Other Annual Statement Pages Supplemental Exhibits and Schedules Interrogatories

45

Annual Property & Casualty PDF Detail: NON-KEY (Other Annual Statement Pages, continued)


March 1st Property & Casualty Non-Key Other Annual Statement Pages Financial Guaranty Insurance Exhibit

March 1st Property & Casualty Non-Key Other Annual Statement Pages Medicare Supplement Insurance Experience Exhibit

March 1st Property & Casualty Non-Key Other Annual Statement Pages Supplement “A” to Schedule T

March 1st Property & Casualty Non-Key Other Annual Statement Pages Trusteed Surplus Statement

March 1st Property & Casualty Non-Key Other Annual Statement Pages Premiums Attributed to Protected Cells Exhibit

March 1st Property & Casualty Non-Key Other Annual Statement Pages Reinsurance Summary Supplemental

March 1st Property & Casualty Non-Key Other Annual Statement Pages Medicare Part D Coverage Supplement

March 1st Property & Casualty Non-Key Other Annual Statement Pages Bail Bond Supplement

March 1st Property & Casualty Non-Key Other Annual Statement Pages Director and Officer Insurance Coverage Supplement

March 1st Property & Casualty Non-Key Other Annual Statement Pages Supplemental Schedule for Reinsurance Counterparty Reporting Exception

Annual Property & Casualty PDF Detail: NON-KEY (Investment Annual Statement Pages)


March 1st Property & Casualty Non-Key Investment Annual Statement Pages Summary Investment Schedule

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule A – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule B – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule BA – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule D – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule D – Summary By Country

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 2

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DA – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part A – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part B – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 2

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Verification

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Verification Between Years

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule A – Part 1



March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule B – Part 1



March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule BA – Part 1



46

Annual Property & Casualty PDF Detail: NON-KEY (Investment Annual Statement Pages, Continued)


March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule D – Part 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule D – Part 2 – Section 1







March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DA – Part 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 2

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 2

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 2

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DL – Part 1

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule DL – Part 2

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule E – Part 1 – Cash

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Cash Equivalents

March 1st Property & Casualty Non-Key Investment Annual Statement Pages Schedule E – Part 3 – Special Deposits

47

Annual Property & Casualty PDF Detail: NON-KEY (Statement Pages)


April 1st Property & Casualty Non-Key Statement Pages Credit Insurance Experience Exhibit

April 1st Property & Casualty Non-Key Statement Pages Long-Term Care Experience Reporting Form 1





April 1st Property & Casualty Non-Key Statement Pages Accident and Health Policy Experience Exhibit for Year

April 1st Property & Casualty Non-Key Statement Pages Supplemental Health Care Exhibit

April 1st Property & Casualty Non-Key Statement Pages Cybersecurity and Identity Theft Insurance Coverage Supplement – Part 1 – Interr

April 1st Property & Casualty Non-Key Statement Pages Cybersecurity and Identity Theft Insurance Coverage Supplement – Part 2 – Stand-

April 1st Property & Casualty Non-Key Statement Pages Cybersecurity and Identity Theft Insurance Coverage Supplement – Part 3 – Part of

April 1st Property & Casualty Non-Key Statement Pages Insurance Expense Exhibit

April 1st Property & Casualty Non-Key Statement Pages Supplemental Investment Risks Interrogatories

April 1st Property & Casualty Non-Key Statement Pages Life, Health & Annuity Guaranty Association Model Act Assessment Base Reconc

April 1st Property & Casualty Non-Key Statement Pages Adjustments to the Life, Health & Annuity Guaranty Association Model Act Assess

April 1st Property & Casualty Non-Key Statement Pages Analysis of Annuity Operations by Lines of Business

April 1st Property & Casualty Non-Key Statement Pages Analysis of Increase in Annuity Reserves During the Year

Annual Property & Casualty PDF Detail: NON-KEY (Statement Pages)


March 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Actuarial Opinion

March 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Reinsurance Attestation Supplement

March 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Relief from the Five-year Rotation Requirement for Lead Audit Partner

March 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Relief from the One-year Cooling Off Period for Independent CPA

March 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Relief from the Requirements for Audit Committees

May 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Combined Annual Statement Filing

May 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Combined insurance Expense Exhibit

April 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Management Discussion and Analysis

June 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Accountant's Letter of Qualifications

June 1st Property & Casualty Non-Key Non-Key Annual Statement Pages Audited Financial Report

48

Annual Title PDF Detail: NON-KEY (Statement Pages)


March 1st Title Key Key Statement Pages Jurat Page

March 1st Title Key Key Statement Pages Assets

March 1st Title Key Key Statement Pages Liabilities, Surplus and Other Funds

March 1st Title Key Key Statement Pages Operations and Investment Exhibit (Statement of Income)

March 1st Title Key Key Statement Pages Cash Flow

March 1st Title Key Key Statement Pages Operations and Investment Exhibit – Part 1A

March 1st Title Key Key Statement Pages Operations and Investment Exhibit – Part 1B

March 1st Title Key Key Statement Pages Operations and Investment Exhibit – Part 2A

March 1st Title Key Key Statement Pages Operations and Investment Exhibit – Part 2B

March 1st Title Key Key Statement Pages Operations and Investment Exhibit – Part 3

March 1st Title Key Key Statement Pages Operations and Investment Exhibit – Part 4

March 1st Title Key Key Statement Pages Exhibit of Net Investment Income

March 1st Title Key Key Statement Pages Exhibit of Capital Gains (Losses)

March 1st Title Key Key Statement Pages Exhibit of Nonadmitted Assets

March 1st Title Key Key Statement Pages Notes To Financial Statements

March 1st Title Key Key Statement Pages General Interrogatories

March 1st Title Key Key Statement Pages Five-Year Historical Data

March 1st Title Key Key Statement Pages Schedule P – Part 1 - Summary

March 1st Title Key Key Statement Pages Schedule T – Exhibit of Premiums Written

March 1st Title Key Key Statement Pages Schedule Y – Part 1 – Information Concerning Activities of Insurer Members of a H

49

Annual Title PDF Detail: NON-KEY (Investment Annual Statement Pages)


March 1st Title Non-Key Investment Annual Statement Pages Summary Investment Schedule

March 1st Title Non-Key Investment Annual Statement Pages Schedule A – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule B – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule BA – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule D – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule D – Summary By Country

March 1st Title Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 2

March 1st Title Non-Key Investment Annual Statement Pages Schedule DA – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part A – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part B – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 2

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Verification

March 1st Title Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Verification Between Years

March 1st Title Non-Key Investment Annual Statement Pages Schedule A – Part 1



March 1st Title Non-Key Investment Annual Statement Pages Schedule B – Part 1



March 1st Title Non-Key Investment Annual Statement Pages Schedule BA – Part 1



50

Annual Title PDF Detail: NON-KEY (Investment Annual Statement Pages, Continued)


March 1st Title Non-Key Investment Annual Statement Pages Schedule D – Part 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule D – Part 2 – Section 1







March 1st Title Non-Key Investment Annual Statement Pages Schedule DA – Part 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 2

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 2

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 2

March 1st Title Non-Key Investment Annual Statement Pages Schedule DL – Part 1

March 1st Title Non-Key Investment Annual Statement Pages Schedule DL – Part 2

March 1st Title Non-Key Investment Annual Statement Pages Schedule E – Part 1 – Cash

March 1st Title Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Cash Equivalents

March 1st Title Non-Key Investment Annual Statement Pages Schedule E – Part 3 – Special Deposits

51

Annual Title PDF Detail: NON-KEY (Other Annual Statement Pages)


March 1st Title Non-Key Other Annual Statement Pages Exhibit of Premiums and Losses

March 1st Title Non-Key Other Annual Statement Pages Schedule E – Part 1A – Segregated Funds Held For Others as Non-Interest Earning

March 1st Title Non-Key Other Annual Statement Pages Schedule E – Part 1B – Segregated Funds Held For Others as Interest Earning Cash

March 1st Title Non-Key Other Annual Statement Pages Schedule E – Part 1C – Reinsurance Reserve Funds

March 1st Title Non-Key Other Annual Statement Pages Schedule E – Part 1D – Summary

March 1st Title Non-Key Other Annual Statement Pages Schedule E – Part 1E – Summary of Interest Earned

March 1st Title Non-Key Other Annual Statement Pages Schedule E – Part 1F – Funds on Deposit - Interrogatories

March 1st Title Non-Key Other Annual Statement Pages Schedule F – Part 1




March 1st Title Non-Key Other Annual Statement Pages Schedule H Verification

March 1st Title Non-Key Other Annual Statement Pages Schedule H – Part 1




52

Annual Title PDF Detail: NON-KEY (Other Annual Statement Pages, Continued)


March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 1A – Policies Written Directly

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 1B – Policies Written Through Agents

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 2 – Policy Year Incurred Loss and ALAE

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 2A – Policy Year Paid Loss and ALAE

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 2B – Policy Year Loss and ALAE Case Basis Reserves

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 2C - Policy Year Bulk Reserves on Known Claims

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 2D – Policy Year IBNR Reserves

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 3 – Incurred Loss and ALAE by Year of First Report

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 3A – Paid Loss and ALAE by Year of First Report

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 3B – Loss and ALAE Case Basis Reserves by Year of First Rep

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 3C – Bulk Reserves on Known Claims by Year of First Report

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 4A – Policy Year Reported Claim Counts

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 4B – Policy Year Claim Closed With Loss Payment

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 4C – Policy Year Claim Closed Without Loss Payment

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 5A - Report Year Reported Claim Counts

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 5B – Report Year Claims Closed With Loss Payment

March 1st Title Non-Key Other Annual Statement Pages Schedule P – Part 5C – Report Year Claims Closed Without Loss Payment

March 1st Title Non-Key Other Annual Statement Pages Schedule P - Interrogatories

March 1st Title Non-Key Other Annual Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

March 1st Title Non-Key Other Annual Statement Pages Schedule Y - Part 2 – Summary of Insurer’s Transactions With Any Affiliates

March 1st Title Non-Key Other Annual Statement Pages Supplemental Exhibits and Schedules Interrogatories

Annual Title PDF Detail: NON-KEY (Statement Pages)


April 1st Title Non-Key Statement Pages Supplemental Investment Risks Interrogatories

Annual Title PDF Detail: NON-KEY (Non-Key Annual Statement Pages)


March 1st Title Non-Key Non-Key Annual Statement Pages Actuarial Opinion

March 1st Title Non-Key Non-Key Annual Statement Pages Relief from the Five-year Rotation Requirement for Lead Audit Partner

March 1st Title Non-Key Non-Key Annual Statement Pages Relief from the One-year Cooling Off Period for Independent CPA

March 1st Title Non-Key Non-Key Annual Statement Pages Relief from the Requirements for Audit Committees

April 1st Title Non-Key Non-Key Annual Statement Pages Management's Discussion and Analysis

June 1st Title Non-Key Non-Key Annual Statement Pages Audited Financial Statement

June 1st Title Non-Key Non-Key Annual Statement Pages Accountants Letter of Qualifications

53

Annual Fraternal PDF Detail: NON-KEY (Key Annual Statement Pages)


March 1st Fraternal Key Key Annual Statement Pages Jurat Page

March 1st Fraternal Key Key Annual Statement Pages Assets

March 1st Fraternal Key Key Annual Statement Pages Liabilities, Surplus and Other Funds

March 1st Fraternal Key Key Annual Statement Pages Summary of Operations

March 1st Fraternal Key Key Annual Statement Pages Cash Flow

March 1st Fraternal Key Key Annual Statement Pages Analysis of Operations by Lines of Business

March 1st Fraternal Key Key Annual Statement Pages Analysis of Increase in Reserves During the Year

March 1st Fraternal Key Key Annual Statement Pages Exhibit of Net Investment Income

March 1st Fraternal Key Key Annual Statement Pages Exhibit of Capital Gains (Losses)

March 1st Fraternal Key Key Annual Statement Pages Exhibit 1 – Part 1 – Premiums and Annuity Considerations for Life and Accident and Health Con

March 1st Fraternal Key Key Annual Statement Pages Exhibit 1 – Part 2 – Refunds Applied, Reinsurance Commissions and Expense Allowances and

March 1st Fraternal Key Key Annual Statement Pages Exhibit 2 – General Expenses

March 1st Fraternal Key Key Annual Statement Pages Exhibit 3 – Taxes, Licenses and Fees

March 1st Fraternal Key Key Annual Statement Pages Exhibit 4 – Dividends or Refunds

March 1st Fraternal Key Key Annual Statement Pages Exhibit 5 – Aggregate Reserve for Life Contracts

March 1st Fraternal Key Key Annual Statement Pages Exhibit 5 – Interrogatories

March 1st Fraternal Key Key Annual Statement Pages Exhibit 5A – Changes in Bases of Valuation During the Year

March 1st Fraternal Key Key Annual Statement Pages Exhibit 6 – Aggregate Reserves for Accident and Health Contracts

March 1st Fraternal Key Key Annual Statement Pages Exhibit 7 – Deposit-Type Contracts

March 1st Fraternal Key Key Annual Statement Pages Exhibit 8 – Claims for Life and Accident and Health Contracts - Part 1

March 1st Fraternal Key Key Annual Statement Pages Exhibit 8 – Claims for Life and Accident and Health Contracts - Part 2

March 1st Fraternal Key Key Annual Statement Pages Exhibit of Nonadmitted Assets

March 1st Fraternal Key Key Annual Statement Pages Notes to Financial Statements

March 1st Fraternal Key Key Annual Statement Pages General Interrogatories

March 1st Fraternal Key Key Annual Statement Pages Five-Year Historical Data

March 1st Fraternal Key Key Annual Statement Pages Exhibit of Life Insurance

March 1st Fraternal Key Key Annual Statement Pages Exhibit of Number of Certificates for Supplementary Contracts, Annuities and Accident and Health

March 1st Fraternal Key Key Annual Statement Pages Schedule T – Premiums and Annuity Considerations

March 1st Fraternal Key Key Annual Statement Pages Schedule Y – Part 1 – Information Concerning Activities of Insurer Members of a Holding Comp

54

Annual Fraternal PDF Detail: NON-KEY (Investment Annual Statement Pages)


March 1st Fraternal Non-Key Investment Annual Statement Pages Summary Investment Schedule

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule A – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule B – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule BA – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule D – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule D – Summary by Country

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule D – Part 1A – Section 2

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DA – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part A – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part B – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 2

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Verification

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Verification Between Years

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule A – Part 1



March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule B – Part 1



March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule BA – Part 1



55

Annual Fraternal PDF Detail: NON-KEY (Investment Annual Statement Pages, Continued)


March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule D – Part 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule D – Part 2 – Section 1



March 1st Fraternal Non-Key Investment Annual Statement Pages ANNUAL STATEMENT BLANK (Continued)





March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DA – Part 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 2

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 2

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 2

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DL – Part 1

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule DL – Part 2

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule E – Part 1 – Cash

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Cash Equivalents

March 1st Fraternal Non-Key Investment Annual Statement Pages Schedule E – Part 3 – Special Deposits

56

Annual Fraternal PDF Detail: NON-KEY (Other Annual Statement Pages)


March 1st Fraternal Non-Key Other Annual Statement Pages Life Insurance (State Page)

March 1st Fraternal Non-Key Other Annual Statement Pages Form for Calculating the Interest Maintenance Reserve (IMR)

March 1st Fraternal Non-Key Other Annual Statement Pages Asset Valuation Reserve

March 1st Fraternal Non-Key Other Annual Statement Pages Asset Valuation Reserve Default Component

March 1st Fraternal Non-Key Other Annual Statement Pages Asset Valuation Reserve Equity and Other Invested Asset Component Component

March 1st Fraternal Non-Key Other Annual Statement Pages Asset Valuation Reserve Replications (Synthetic) Assets

March 1st Fraternal Non-Key Other Annual Statement Pages Schedule F

March 1st Fraternal Non-Key Other Annual Statement Pages Schedule H – Part 1 – Accident and Health Exhibit

March 1st Fraternal Non-Key Other Annual Statement Pages Schedule H – Part 2, Part 3 and Part 4

March 1st Fraternal Non-Key Other Annual Statement Pages Schedule H – Part 5 – Health Claims

March 1st Fraternal Non-Key Other Annual Statement Pages Schedule S – Part 1 – Section 1


March 1st Fraternal Non-Key Other Annual Statement Pages Schedule S – Part 2







March 1st Fraternal Non-Key Other Annual Statement Pages Schedule T – Part 2 – Interstate Compact

March 1st Fraternal Non-Key Other Annual Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

March 1st Fraternal Non-Key Other Annual Statement Pages Schedule Y - Part 2 – Summary of Insurer’s Transactions with Any Affiliates

March 1st Fraternal Non-Key Other Annual Statement Pages Supplemental Exhibits and Schedules Interrogatories

March 1st Fraternal Non-Key Other Annual Statement Pages Medicare Supplement Insurance Experience Exhibit

March 1st Fraternal Non-Key Other Annual Statement Pages Trusteed Surplus Statement

March 1st Fraternal Non-Key Other Annual Statement Pages Medicare Part D Coverage Supplement

57

Annual Fraternal PDF Detail: NON-KEY (Non-Key Annual Statement Pages)


March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Certification Regarding the Use of 2001 Preferred Class Tables Required by

the Model Regulation Permitting the Recognition of Preferred Mortality Tables for Use

in Determining Minimum Reserve Liabilities

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Certification Related to the Reserves Required by Actuarial Guideline XLIII

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Certifications Related to Annuity Non-forfeiture Ongoing Compliance for

Equity Indexed Annuities

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Certifications Related to Hedging Required by Actuarial Guideline XLIII

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Opinion

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Opinion (Statement) on Non-Guaranteed Elements as Required in

Interrogatory 3 to Exhibit 5

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Opinion on Participating and Non-Participating Policies as Required in

Interrogatories 1 and 2 to Exhibit 5

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Opinion on Separate Accounts Funding Guaranteed Minimum Benefit

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Opinion on Synthetic Guaranteed Investment Contracts

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Opinion on X-Factors

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Actuarial Opinion Required by the Modified Guaranteed Annuity Model Regulation

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Financial Officer Certification Related to Clearly Defined Hedging Strategy Required

by Actuarial Guideline XLIII

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Management Certification That the Valuation Reflects Management's Intent Required

by Actuarial Guideline XLIII

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Reasonableness and Consistency of Assumptions Certification Required by Actuarial

Guideline XXXV


Guideline XXXVI


Guideline XXXVI

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Reasonableness of Assumptions Certification for Implied Guaranteed Rate Method

Required by Actuarial Guideline XXXVI


Guideline XXXV

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Relief from the Five-year Rotation Requirement for Lead Audit Partner

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Relief from the One-year Cooling Off Period for Independent CPA

March 1st Fraternal Non-Key Non-Key Annual Statement Pages Relief from the Requirements for Audit Committees

March 1st Fraternal Non-Key Non-Key Annual Statement Pages VM-20 Reserves Supplement

April 1st Fraternal Non-Key Non-Key Annual Statement Pages Management Discussion and Analysis

June 1st Fraternal Non-Key Non-Key Annual Statement Pages Audited Financial Report

June 1st Fraternal Non-Key Non-Key Annual Statement Pages Accountant's Letter of Qualifications

58

Annual Fraternal PDF Detail: NON-KEY (Statement Pages)


April 1st Fraternal Non-Key Statement Pages Accident and Health Policy Experience Exhibit

April 1st Fraternal Non-Key Statement Pages Analysis of Annuity Operations by Lines of Business

April 1st Fraternal Non-Key Statement Pages Analysis of Increase in Annuity Reserves During the Year

April 1st Fraternal Non-Key Statement Pages Interest Sensitive Life Insurance Products Report

April 1st Fraternal Non-Key Statement Pages Long-Term Care Experience Reporting Form 1





April 1st Fraternal Non-Key Statement Pages Supplemental Health Care Exhibit – Parts 1, 2, and 3

April 1st Fraternal Non-Key Statement Pages Supplemental Investment Risks Interrogatories

April 1st Fraternal Non-Key Statement Pages Supplemental Term and Universal Life Insurance Reinsurance Exhibit

April 1st Fraternal Non-Key Statement Pages Management's Discussion and Analysis

April 1st Fraternal Non-Key Statement Pages Variable Annuities Supplement

April 1st Fraternal Non-Key Statement Pages Fraternal Interest Sensitive Life Insurance Products Report

April 1st Fraternal Non-Key Statement Pages Supplemental Term and Universal Life Insurance Reinsurance Exhibit

Annual Separate Accounts PDF Detail: KEY (Key Annual Statement Pages)


March 1st Separate Accounts Key Key Annual Statement Pages Jurat Page

March 1st Separate Accounts Key Key Annual Statement Pages Assets

March 1st Separate Accounts Key Key Annual Statement Pages Liabilities and Surplus

March 1st Separate Accounts Key Key Annual Statement Pages Summary of Operations

March 1st Separate Accounts Key Key Annual Statement Pages Analysis of Operations By Lines of Business

March 1st Separate Accounts Key Key Annual Statement Pages Analysis of Increase in Reserves During The Year

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit of Net Investment Income

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit of Capital Gains (Losses)

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 1 – Investment Expenses

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 2 – Investment Taxes, Licenses and Fees (Excluding Federal Income Taxes)

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 3 – Aggregate Reserve for Life, Annuity and Accident and Health Contracts

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 3 – Interrogatories

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 3A – Changes in Bases of Valuation During The Year

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 4 – Deposit-Type Contracts

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 5 – Reconciliation of Cash and Invested Assets

March 1st Separate Accounts Key Key Annual Statement Pages Exhibit 6 – Guaranteed Insurance and Annuity Products

March 1st Separate Accounts Key Key Annual Statement Pages General Interrogatories

59

Annual Separate Accounts PDF Detail: NON-KEY (Other Annual Statement Pages)


March 1st Separate Accounts Non-Key Other Annual Statement Pages Form for Calculating the Interest Maintenance Reserve (IMR)

March 1st Separate Accounts Non-Key Other Annual Statement Pages Asset Valuation Reserve Default Component

March 1st Separate Accounts Non-Key Other Annual Statement Pages Asset Valuation Reserve Equity and Other Invested Asset Component

March 1st Separate Accounts Non-Key Other Annual Statement Pages Asset Valuation Reserve Replications (Synthetic) Assets

Annual Separate Accounts PDF Detail: NON-KEY (Investment Annual Statement Pages)


March 1st Separate Accounts Non-Key Investment Annual Statement Pages Summary Investment Schedule

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule A – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule B – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule BA – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule D – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule D – Summary By Country

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DA – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part A – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part B – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part C – Section 2

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Verification

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Verification Between Years

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule A – Part 1



March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule B – Part 1



March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule BA – Part 1



60

Annual Separate Accounts PDF Detail: NON-KEY (Investment Annual Statement Pages)


March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule D – Part 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule D – Part 2 – Section 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule D – Part 2 – Section 2




March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DA – Part 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part A – Section 2

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part B – Section 2

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DB – Part D – Section 2

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DL – Part 1

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule DL – Part 2

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule E – Part 1 – Cash

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule E – Part 2 – Cash Equivalents

March 1st Separate Accounts Non-Key Investment Annual Statement Pages Schedule E – Part 3 – Special Deposits

61

PDF Data Detail – Quarterly Statements

Statement Type Detail

Fraternal Quarterly Statement Pages Assets

Fraternal Quarterly Statement Pages Liabilities, Surplus and Other Funds

Fraternal Quarterly Statement Pages Summary of Operations

Fraternal Quarterly Statement Pages Cash Flow

Fraternal Quarterly Statement Pages Exhibit 1

Fraternal Quarterly Statement Pages Notes to Financial Statements

Fraternal Quarterly Statement Pages General Interrogatories

Fraternal Quarterly Statement Pages Schedule S – Ceded Reinsurance

Fraternal Quarterly Statement Pages Schedule T – Premiums and Annuity Considerations

Fraternal Quarterly Statement Pages Schedule Y - Information Concerning Activities of Insurer Members of

Fraternal Quarterly Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

Fraternal Quarterly Statement Pages Supplemental Exhibit and Schedules Interrogatories

Fraternal Quarterly Statement Pages Schedule A – Verification

Fraternal Quarterly Statement Pages Schedule B – Verification

Fraternal Quarterly Statement Pages Schedule BA – Verification

Fraternal Quarterly Statement Pages Schedule D – Verification

Fraternal Quarterly Statement Pages Schedule D – Part 1B

Fraternal Quarterly Statement Pages Schedule DA – Part 1

Fraternal Quarterly Statement Pages Schedule DA –Verification

Fraternal Quarterly Statement Pages Schedule DB – Part A – Verification

Fraternal Quarterly Statement Pages Schedule DB – Part B – Verification

Fraternal Quarterly Statement Pages Schedule DB – Part C – Section 1

Fraternal Quarterly Statement Pages Schedule DB – Part C – Section 2

Fraternal Quarterly Statement Pages Schedule DB – Verification

Fraternal Quarterly Statement Pages Schedule E – Verification

Fraternal Quarterly Statement Pages Schedule A – Part 2

Fraternal Quarterly Statement Pages Schedule A – Part 3

Fraternal Quarterly Statement Pages Schedule B – Part 2

Fraternal Quarterly Statement Pages Schedule B – Part 3

Fraternal Quarterly Statement Pages Schedule BA – Part 2

Fraternal Quarterly Statement Pages Schedule BA – Part 3

Fraternal Quarterly Statement Pages Schedule D – Part 3

Fraternal Quarterly Statement Pages Schedule D – Part 4

Fraternal Quarterly Statement Pages Schedule DB – Part A – Section 1

Fraternal Quarterly Statement Pages Schedule DB – Part B – Section 1

Fraternal Quarterly Statement Pages Schedule DB – Part D – Section 1

Fraternal Quarterly Statement Pages Schedule DB – Part D – Section 2

Fraternal Quarterly Statement Pages Schedule DL – Part 2

Fraternal Quarterly Statement Pages Schedule E – Part 1 – Cash

Fraternal Quarterly Statement Pages Schedule E – Part 2 – Cash Equivalents

Fraternal Quarterly Statement Pages Trusteed Surplus Statement

Fraternal Quarterly Statement Pages Medicare Part D Coverage Supplement

Quarter 1 – Due May 15 Quarter 2 – Due August 15 Quarter 3 – Due November 15

62


Health Quarterly Statement Pages Jurat Page

Health Quarterly Statement Pages Assets

Health Quarterly Statement Pages Liabilities, Capital and Surplus

Health Quarterly Statement Pages Statement of Revenue and Expenses

Health Quarterly Statement Pages Cash Flow

Health Quarterly Statement Pages Exhibit of Premiums, Enrollment and Utilization

Health Quarterly Statement Pages Claims Unpaid and Incentive Pool, Withhold and Bonus

Health Quarterly Statement Pages Underwriting and Investment Exhibit

Health Quarterly Statement Pages Notes to Financial Statements

Health Quarterly Statement Pages General Interrogatories

Health Quarterly Statement Pages Schedule S – Ceded Reinsurance

Health Quarterly Statement Pages Schedule T –Premiums and Other Considerations

Health Quarterly Statement Pages Schedule Y - Information Concerning Activities of Insurer Members of

Health Quarterly Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

Health Quarterly Statement Pages Supplemental Exhibit and Schedules Interrogatories

Health Quarterly Statement Pages Schedule A – Verification

Health Quarterly Statement Pages Schedule B – Verification

Health Quarterly Statement Pages Schedule BA – Verification

Health Quarterly Statement Pages Schedule D – Verification

Health Quarterly Statement Pages Schedule D – Part 1B

Health Quarterly Statement Pages Schedule DA – Part 1

Health Quarterly Statement Pages Schedule DA – Verification

Health Quarterly Statement Pages Schedule DB – Part A – Verification

Health Quarterly Statement Pages Schedule DB – Part B – Verification

Health Quarterly Statement Pages Schedule DB – Part C – Section 1

Health Quarterly Statement Pages Schedule DB – Part C – Section 2

Health Quarterly Statement Pages Schedule DB – Verification

Health Quarterly Statement Pages Schedule E – Verification

Health Quarterly Statement Pages Schedule A – Part 2

Health Quarterly Statement Pages Schedule A – Part 3

Health Quarterly Statement Pages Schedule B – Part 2

Health Quarterly Statement Pages Schedule B – Part 3

Health Quarterly Statement Pages Schedule BA – Part 2

Health Quarterly Statement Pages Schedule BA – Part 3

Health Quarterly Statement Pages Schedule D – Part 3

Health Quarterly Statement Pages Schedule D – Part 4

Health Quarterly Statement Pages Schedule DB – Part A – Section 1

Health Quarterly Statement Pages Schedule DB – Part B – Section 1

Health Quarterly Statement Pages Schedule DB – Part D – Section 1

Health Quarterly Statement Pages Schedule DB – Part D – Section 2

Health Quarterly Statement Pages Schedule DL – Part 1

Health Quarterly Statement Pages Schedule DL – Part 2

Health Quarterly Statement Pages Schedule E – Part 1 – Cash

Health Quarterly Statement Pages Schedule E – Part 2 – Cash Equivalents

Health Quarterly Statement Pages Medicare Part D Coverage Supplement

63


Life Quarterly Statement Pages Jurat Page

Life Quarterly Statement Pages Assets

Life Quarterly Statement Pages Liabilities, Surplus and Other Funds

Life Quarterly Statement Pages Summary of Operations

Life Quarterly Statement Pages Cash Flow

Life Quarterly Statement Pages Exhibit 1 – Direct Premiums and Deposit–Type Contracts

Life Quarterly Statement Pages Notes to Financial Statements

Life Quarterly Statement Pages General Interrogatories

Life Quarterly Statement Pages Schedule S – Ceded Reinsurance

Life Quarterly Statement Pages Schedule T – Premiums and Annuity Considerations

Life Quarterly Statement Pages Schedule Y - Information Concerning Activities of Insurer Members of

Life Quarterly Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

Life Quarterly Statement Pages Supplemental Exhibit and Schedules Interrogatories

Life Quarterly Statement Pages Schedule A – Verification

Life Quarterly Statement Pages Schedule B – Verification

Life Quarterly Statement Pages Schedule BA – Verification

Life Quarterly Statement Pages Schedule D – Verification

Life Quarterly Statement Pages Schedule D – Part 1B

Life Quarterly Statement Pages Schedule DA – Part 1

Life Quarterly Statement Pages Schedule DA – Verification

Life Quarterly Statement Pages Schedule DB – Part A – Verification

Life Quarterly Statement Pages Schedule DB – Part B – Verification

Life Quarterly Statement Pages Schedule DB – Part C – Section 1

Life Quarterly Statement Pages Schedule DB – Part C – Section 2

Life Quarterly Statement Pages Schedule DB – Verification

Life Quarterly Statement Pages Schedule E – Verification

Life Quarterly Statement Pages Schedule A – Part 2

Life Quarterly Statement Pages Schedule A – Part 3

Life Quarterly Statement Pages Schedule B – Part 2

Life Quarterly Statement Pages Schedule B – Part 3

Life Quarterly Statement Pages Schedule BA – Part 2

Life Quarterly Statement Pages Schedule BA – Part 3

Life Quarterly Statement Pages Schedule D – Part 3

Life Quarterly Statement Pages Schedule D – Part 4

Life Quarterly Statement Pages Schedule DB – Part A – Section 1

Life Quarterly Statement Pages Schedule DB – Part B – Section 1

Life Quarterly Statement Pages Schedule DB – Part D – Section 1

Life Quarterly Statement Pages Schedule DB – Part D – Section 2

Life Quarterly Statement Pages Schedule DL – Part 1

Life Quarterly Statement Pages Schedule DL – Part 2

Life Quarterly Statement Pages Schedule E – Part 1 – Cash

Life Quarterly Statement Pages Schedule E – Part 2 – Cash Equivalents

Life Quarterly Statement Pages Trusteed Surplus Statement

Life Quarterly Statement Pages Medicare Part D Coverage Supplement

64


Property & Casualty Quarterly Statement Pages Jurat Page

Property & Casualty Quarterly Statement Pages Assets

Property & Casualty Quarterly Statement Pages Liabilities, Surplus and Other Funds

Property & Casualty Quarterly Statement Pages Statement of Income

Property & Casualty Quarterly Statement Pages Cash Flow

Property & Casualty Quarterly Statement Pages Notes to Financial Statements

Property & Casualty Quarterly Statement Pages General Interrogatories

Property & Casualty Quarterly Statement Pages Schedule F – Ceded Reinsurance

Property & Casualty Quarterly Statement Pages Schedule T – Exhibit of Premiums Written

Property & Casualty Quarterly Statement Pages Schedule Y - Information Concerning Activities of Insurer Members of

Property & Casualty Quarterly Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

Property & Casualty Quarterly Statement Pages Part 1 – Loss Experience

Property & Casualty Quarterly Statement Pages Part 2 – Direct Premiums Written

Property & Casualty Quarterly Statement Pages Part 3 – Loss and Loss Adjustment Expense Reserves Schedule

Property & Casualty Quarterly Statement Pages Supplemental Exhibit and Schedules Interrogatories

Property & Casualty Quarterly Statement Pages Schedule A – Verification

Property & Casualty Quarterly Statement Pages Schedule B – Verification

Property & Casualty Quarterly Statement Pages Schedule BA – Verification

Property & Casualty Quarterly Statement Pages Schedule D – Verification

Property & Casualty Quarterly Statement Pages Schedule D – Part 1B

Property & Casualty Quarterly Statement Pages Schedule DA – Part 1

Property & Casualty Quarterly Statement Pages Schedule DA –Verification

Property & Casualty Quarterly Statement Pages Schedule DB – Part A – Verification

Property & Casualty Quarterly Statement Pages Schedule DB – Part B – Verification

Property & Casualty Quarterly Statement Pages Schedule DB – Part C – Section 1

Property & Casualty Quarterly Statement Pages Schedule DB – Part C – Section 2

Property & Casualty Quarterly Statement Pages Schedule DB – Verification

Property & Casualty Quarterly Statement Pages Schedule E – Verification

Property & Casualty Quarterly Statement Pages Schedule A – Part 2

Property & Casualty Quarterly Statement Pages Schedule A – Part 3

Property & Casualty Quarterly Statement Pages Schedule B – Part 2

Property & Casualty Quarterly Statement Pages Schedule B – Part 3

Property & Casualty Quarterly Statement Pages Schedule BA – Part 2

Property & Casualty Quarterly Statement Pages Schedule BA – Part 3

Property & Casualty Quarterly Statement Pages Schedule D – Part 3

Property & Casualty Quarterly Statement Pages Schedule D – Part 4

Property & Casualty Quarterly Statement Pages Schedule DB – Part A – Section 1

Property & Casualty Quarterly Statement Pages Schedule DB – Part B – Section 1

Property & Casualty Quarterly Statement Pages Schedule DB – Part D – Section 1

Property & Casualty Quarterly Statement Pages Schedule DB – Part D – Section 2

Property & Casualty Quarterly Statement Pages Schedule DL – Part 1 and Part 2

Property & Casualty Quarterly Statement Pages Schedule E – Part 1 – Cash

Property & Casualty Quarterly Statement Pages Schedule E – Part 2 – Cash Equivalents

Property & Casualty Quarterly Statement Pages Trusteed Surplus Statement

Property & Casualty Quarterly Statement Pages Supplement “A” To Schedule T

Property & Casualty Quarterly Statement Pages Medicare Part D Coverage Supplement

Property & Casualty Quarterly Statement Pages Director and Officer Insurance Coverage Supplement

65


Title Quarterly Statement Pages Jurat Page

Title Quarterly Statement Pages Assets

Title Quarterly Statement Pages Liabilities, Surplus and Other Funds

Title Quarterly Statement Pages Statement of Income

Title Quarterly Statement Pages Cash Flow

Title Quarterly Statement Pages Notes to Financial Statements

Title Quarterly Statement Pages General Interrogatories

Title Quarterly Statement Pages Schedule F – Ceded Reinsurance

Title Quarterly Statement Pages Schedule T – Exhibit of Premiums Written

Title Quarterly Statement Pages Schedule Y - Information Concerning Activities of Insurer Members of

Title Quarterly Statement Pages Schedule Y – Part 1A – Detail of Insurance Holding Company System

Title Quarterly Statement Pages Part 1 – Loss Experience

Title Quarterly Statement Pages Part 2 - Direct Premiums Written

Title Quarterly Statement Pages Schedule A – Verification

Title Quarterly Statement Pages Schedule B – Verification

Title Quarterly Statement Pages Schedule BA – Verification

Title Quarterly Statement Pages Schedule D – Verification

Title Quarterly Statement Pages Schedule D – Part 1B

Title Quarterly Statement Pages Schedule DA – Part 1

Title Quarterly Statement Pages Schedule DA – Verification

Title Quarterly Statement Pages Schedule DB – Part A – Verification

Title Quarterly Statement Pages Schedule DB – Part B – Verification

Title Quarterly Statement Pages Schedule DB – Part C – Section 1

Title Quarterly Statement Pages Schedule DB – Part C – Section 2

Title Quarterly Statement Pages Schedule DB – Verification

Title Quarterly Statement Pages Schedule E – Verification

Title Quarterly Statement Pages Schedule A – Part 2

Title Quarterly Statement Pages Schedule A – Part 3

Title Quarterly Statement Pages Schedule B – Part 2

Title Quarterly Statement Pages Schedule B – Part 3

Title Quarterly Statement Pages Schedule BA – Part 2

Title Quarterly Statement Pages Schedule BA – Part 3

Title Quarterly Statement Pages Schedule D – Part 3

Title Quarterly Statement Pages Schedule D – Part 4

Title Quarterly Statement Pages Schedule DB – Part A – Section 1

Title Quarterly Statement Pages Schedule DB – Part B – Section 1

Title Quarterly Statement Pages Schedule DB – Part D – Section 1

Title Quarterly Statement Pages Schedule DB – Part D – Section 2

Title Quarterly Statement Pages Schedule DL – Part 1

Title Quarterly Statement Pages Schedule DL – Part 2

Title Quarterly Statement Pages Schedule E – Part 1 – Cash

Title Quarterly Statement Pages Schedule E – Part 2 – Cash Equivalents

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