- Financial Condition (E) Committee
- Accounting Practices and Procedures (E) Task Force
- Blanks (E) Working Group
- Statutory Accounting Principles (E) Working Group
- Capital Adequacy (E) Task Force
- Health Risk-Based Capital (E) Working Group
- Investment Risk-Based Capital (E) Working Group (disbanded)
- Life Risk-Based Capital (E) Working Group
- Longevity Risk (E/A) Subgroup
- Variable Annuities Capital and Reserve (E/A) Subgroup
- Property and Casualty Risk-Based Capital (E) Working Group
- Catastrophe Risk (E) Subgroup
- Examination Oversight (E) Task Force
- Electronic Workpaper (E) Working Group
- Financial Analysis Solvency Tools (E) Working Group
- Financial Examiners Coordination (E) Working Group
- Financial Examiners Handbook (E) Technical Group
- Information Technology (IT) Examination (E) Working Group
- Financial Analysis (E) Working Group
- Group Capital Calculation (E) Working Group
- Group Solvency Issues (E) Working Group
- Own Risk and Solvency Assessment (ORSA) Implementation (E) Subgroup
- Mortgage Guaranty Insurance (E) Working Group
- NAIC/American Institute of Certified Public Accountants (AICPA) (E) Working Group
- National Treatment and Coordination (E) Working Group
- Biographical Third-Party Review (E) Subgroup
- Receivership and Insolvency (E) Task Force
- Receivership Financial Analysis (E) Working Group
- Receivership Large Deductible Workers' Compensation (E) Working Group (disbanded)
- Receivership Law (E) Working Group
- Reinsurance (E) Task Force
- Qualified Jurisdiction (E) Working Group
- Reinsurance Financial Analysis (E) Working Group
- Restructuring Mechanisms (E) Working Group
- Restructuring Mechanisms (E) Subgroup
- Risk-Focused Surveillance (E) Working Group
- Risk Retention Group (E) Task Force
- Valuation Analysis (E) Working Group
- Valuation of Securities (E) Task Force
2021 Adopted Charges
The Blanks (E) Working Group will:
- Consider improvements and revisions to the various annual/quarterly statement blanks to:
- Conform these blanks to changes made in other areas of the NAIC to promote uniformity in reporting of financial information by insurers.
- Develop reporting formats for other entities subject to the jurisdiction of state insurance departments.
- Conform the various NAIC blanks and instructions to adopted NAIC policy.
- Oversee the development of additional reporting formats within the existing annual financial statements as needs are identified.
- Continue to monitor state filing checklists to maintain current filing requirements.
- Continue to monitor and improve the quality of financial data filed by insurance companies by recommending improved or additional language for the Annual Statement Instructions.
- Continue to monitor and review all proposals necessary for the implementation of statutory accounting guidance to ensure proper implementation of any action taken by the Accounting Practices and Procedures (E) Task Force affecting annual financial statements and/or instructions.
- Continue to coordinate with other task forces of the NAIC to ensure proper implementation of reporting and instructions changes as proposed by these task forces.
- Coordinate with the Life Actuarial (A) Task Force to use any special reports developed and avoid duplication of reporting.
- Review requests for investment schedule blanks and instructions changes in connection with the work being performed by the Capital Adequacy (E) Task Force and its Working Groups.
- Review changes requested by the Valuation of Securities (E) Task Force relating to its work on other invested assets reporting for technical consistency within the investment reporting schedules and instructions.
Public Conference Call
Tuesday, March 16, 2021
12:00 PM ET, 11:00 AM CT, 10:00 AM MT, 9:00 AM PT
Expected Length of Call: 1 hr
Webex Link
The purpose of this meeting is to consider adoption of the proposals exposed at the Blanks (E) Working Group meeting on Dec. 16, 2020, and to consider exposure of any new items.
For annual statement preparation online courses, refer to the NAIC Education & Training Web page.
Contacts
Media Inquiries
(816) 783-8909
news@naic.org
Mary Caswell
Senior Manager – Data Quality
816-783-8409
Blanks Working Group
Financial Reporting
Calvin Ferguson
Senior Insurance Reporting Analyst
816-783-8424
Annual Statement Instructions Publication
Julie Gann
Assistant Director - Solvency Policy
816-783-8966
Linda Hunsucker
Senior Insurance Reporting Analyst
816-783-8404
State Filing Checklists
Blanks Publication
Please see the current Committee List for a complete list of committee members.