Blanks (E) Working Group
- 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
- Life Risk-Based Capital (E) Working Group
- Generator of Economic Scenarios (GOES) (E/A) Subgroup
- 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
- Risk-Based Capital Investment Risk and Evaluation (E) Working Group
- 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
- Financial Stability (E) Task Force
- Macroprudential (E) Working Group
- Group Capital Calculation (E) Working Group
- Group Solvency Issues (E) Working Group
- Own Risk and Solvency Assessment (ORSA) Implementation (E) Subgroup
- Mutual Recognition of Jurisdictions (E) Working Group
- 不良研究所官方/American Institute of Certified Public Accountants (AICPA) (E) Working Group
- National Treatment and Coordination (E) Working Group
- Receivership and Insolvency (E) Task Force
- Receivership Financial Analysis (E) Working Group
- Receivership Law (E) Working Group
- Reinsurance (E) Task Force
- Reinsurance Financial Analysis (E) Working Group
- Restructuring Mechanisms (E) Working Group
- Risk-Focused Surveillance (E) Working Group
- Risk Retention Group (E) Task Force
- Valuation Analysis (E) Working Group
- Valuation of Securities (E) Task Force
Blanks (E) Working Group
- 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
- Life Risk-Based Capital (E) Working Group
- Generator of Economic Scenarios (GOES) (E/A) Subgroup
- 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
- Risk-Based Capital Investment Risk and Evaluation (E) Working Group
- 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
- Financial Stability (E) Task Force
- Macroprudential (E) Working Group
- Group Capital Calculation (E) Working Group
- Group Solvency Issues (E) Working Group
- Own Risk and Solvency Assessment (ORSA) Implementation (E) Subgroup
- Mutual Recognition of Jurisdictions (E) Working Group
- 不良研究所官方/American Institute of Certified Public Accountants (AICPA) (E) Working Group
- National Treatment and Coordination (E) Working Group
- Receivership and Insolvency (E) Task Force
- Receivership Financial Analysis (E) Working Group
- Receivership Law (E) Working Group
- Reinsurance (E) Task Force
- Reinsurance Financial Analysis (E) Working Group
- Restructuring Mechanisms (E) Working Group
- Risk-Focused Surveillance (E) Working Group
- Risk Retention Group (E) Task Force
- Valuation Analysis (E) Working Group
- Valuation of Securities (E) Task Force
2025 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 不良研究所官方 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 不良研究所官方 blanks and instructions to adopted 不良研究所官方 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 不良研究所官方 to ensure proper implementation of reporting and instructions changes as proposed by these taskforces.
- Coordinate with the applicable task forces and working groups as needed to avoid duplication of reporting within the annual and quarterly statement blanks.
- Consider proposals presented that would address duplication in reporting, eliminate data elements, financial schedules and disclosures that are no longer needed, and coordinate with other 不良研究所官方 task forces and working groups if applicable, to ensure revised reporting still meets the needs of regulators.
- 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.
- Consider improvements and revisions to the various annual/quarterly statement blanks to:
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Thursday, March 06, 2025
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Thursday, May 29, 2025
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Expected Length of Call: 1 hr
Blanks (E) Working Group
Items Received for Comment
Last Updated March 21, 2025
Please address comment letters to Roy Eft, Chair of the Blanks (E) Working Group, and direct to 不良研究所官方 support staff, Mary Caswell and Jill Youtsey.
| Ref No. | Description | Comment Deadline |
| 2024-19BWG Modified | Update Schedule BA line categories and instructions for the expansion of collateral loans. Add two electronic-only columns to Schedule BA, Part 1, for reporting fair value of collateral backing and the percentage of the collateral. Update the asset valuation reserve (AVR) instructions and blank for the added collateral loan lines. | April 29, 2025 |
| 2025-01BWG | Update the Notes to Financial Statements Note 8 鈥 Derivatives to include adopted revisions to SSAP No. 86鈥擠erivatives. Update Note 11 鈥 Debt for the adopted revisions to SSAP No. 15鈥擠ebt and Holding Company Obligations. | April 29, 2025 |
| 2025-02BWG | Update Notes to Financial Statements Note 9 鈥 Income Taxes to include adopted revisions to SSAP No. 101鈥擨ncome Taxes. | April 29, 2025 |
| 2025-03BWG | Modify the Life Insurance (State Page) to include accident and health data for direct premium earned and direct losses incurred. | April 29, 2025 |
| 2025-04BWG | Add a new part to the Notes to Financial Statements Note 28 鈥 Health Care Receivables to include Medicare Part D prescription payment plans. | April 29, 2025 |
| 2025-05BWG | Add a new part to Schedule S to report reinsurance agreements with funds withholding and modified coinsurance. | April 29, 2025 |
| 2025-06BWG | Update Note 5L 鈥 Restricted Assets Instructions and Illustrations to make the changes for clarification on what should be reflected within the restricted asset note. | April 29, 2025 |
| 2025-07BWG | Update Schedule P with editorial revisions exposed at the Casualty Actuarial and Statistical (C) Task Force. | April 29, 2025 |
| 2025-08BWG | Remove Life/Fraternal General Interrogatory #14 that reports total dividends paid to stockholders and renumber remaining general interrogatory. This interrogatory is not included across all annual statement blanks and is not clearly included as a required disclosure in SSAP No. 72. (SAPWG Ref # 2025-07) | April 29, 2025 |
| 2025-09BWG | Update Life/Fraternal Note to Financial #35 for separate account transfers. Also add a general interrogatories to Separate Account Blank for transfers and repurchase agreements and reverse repurchase transactions. (SAPWG Ref #2024-10) | April 29, 2025 |
| 2025-10BWG | Update Note 5L to identify assets held under funds withholding agreements (including modco) that are affiliated with the reinsurer. Also updated the list of required quarterly disclosures to include Note 5L 鈥 Restricted Assets. With this change, this disclosure will be required in all interim and annual financial statements. (SAPWG Ref # 2025-05) | April 29, 2025 |
| 2025-11BWG | Remove the capital structure code reporting column on Schedule D, Part 1, Sections 1 and 2. (SAPWG Ref #2025-04) | April 29, 2025 |
| 2025-12BWG | 鈥淩emove鈥 Line 8 鈥 Unrated Multi-Class Securities Acquired by Conversion from AVR: Default Component 鈥 Basic Contribution. Relabel the line with 鈥渋ntentionally left blank鈥 to prevent renumbering all lines in the AVR schedule and to be used in the future if there are other AVR updates. (SAPWG Ref # 2025-06) | April 29, 2025 |
| 2025-13BWG | Update Notes to Financial Statements Note 13K with disclosure updates to SSAP No. 41鈥擲urplus Notes (SAPWG Ref # 2024-28) | April 29, 2025 |
| 2025-14BWG | Add instructions to include Medicare Part D Prescription Payment Plan information to the Health Care and other amounts receivable line on the Asset Page, Supplemental Health Care Exhibit, Exhibit 3 鈥 Health Care Receivables, and Exhibit 3A 鈥 Analysis of Health Care Receivables. (SAPWG INT 24-02: Medicare Part D Prescription Payment Plan) | April 29, 2025 |
| 2025-15BWG | Update Note 8 鈥 Derivatives in the Notes to Financial Statements and Schedule DB to clarify the terminology used for derivative financing premium. (SAPWG Ref # 2024-23) | April 29, 2025 |
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Contacts
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Mary Caswell
Senior Manager 鈥 Data Quality
816-783-8409
鈥 Blanks (E) Working Group
鈥 Financial Reporting
Jill Youtsey
Manager - FDR Data Quality
816-783-8419
鈥 Annual/Quarterly Statement Instructions Publication
Julie Gann
Assistant Director - Solvency Policy
816-783-8966
Linda Hunsucker
Senior Insurance Reporting Analyst
816-783-8404
鈥 State Filing Checklists
鈥 Annual/Quarterly Statement Blanks Publication
Please see the current Committee List for a complete list of committee members.