To see what statement pages are expected to be in each PDF type for a specific year/period/statement type, please perform the search below.

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PDF Data Detail
Starting March 1st each year, current year data is made available via InsData. Annual data is made available immediately, since it is due March 1. Quarterly data is made available as it is received throughout the year, due May 15th (quarter 1), August 15th (quarter 2) and November 15th (quarter 3).

Annual and quarter statement filings submitted to the NAIC and respective state insurance departments are required to include PDF files that represent an electronic hard copy format of the financial data. These files are now available on-line, as submitted by the insurance companies, via our Insurance Data (InsData) website. For your convenience, the original filing and all amended filings are available for those insurance companies who have submitted filings to the NAIC.

It is the responsibility of the insurance company to ensure that all submitted financial data is of good quality and filed in a timely manner. The NAIC follows up with companies whose data is expected to be submitted but has not been received by the due dates listed below. PDF files containing confidential information, such as Risk-Based Capital reports are not available via this website. Nor are certain PDF files that are solely used by the state insurance departments and/or other areas of the NAIC for tracking company solvency and/or specific reporting responsibilities. Additionally, state insurance funds that file financial statements with the NAIC are not included in products from NAIC Insurance Products & Services.

The following financial statement PDF products are available (make note that not all PDF products are applicable to every NAIC company code/statement type selected):

KEY ANNUAL STATEMENT PAGES [IDP-PK-PDF] - $10 each company code
• Key Annual Statement Pages, due March 1

NON-KEY ANNUAL STATEMENT PAGES [IDP-NPK-PDF] - $10 each company code all items
• Accounts Letter of Qualifications, due June 1
• Statement Pages - April Supplements, due April 1
• Statement Pages - Property & Casualty Combined, due May 1
• Actuarial Opinion, due March 1
• Audited Financial Report, due June 1
• Accident and Health Policy Experience Exhibit, due April 1
• Actuarial Cert Related to Hedging Req, due March 1
• Financial Cert Related Defined Hedging, due March 1
• Investment Schedules, due March 1
• Management's Discussion & Analysis, due April 1
• Actuarial Opinion Req Modified Guar MR, due March 1
• Mngmt Cert Val Reflects Mngmt Intent, due March 1
• Actuarial Opinion on Non-Guaranteed Elements, due March 1
• Other Annual Statement Pages, due March 1
• Actuarial Opinion on Participating and Non-Participating Policies, due March 1
• Reinsurance Attestation Supplement, due March 1
• Actuarial Cert Related Reserves Req by Actuarial, due March 1
• SVO Compliance Certification, due March 1

STATEMENT PAGES - QUARTERLY (1st Quarter [IDP-QTR1-PPDF] , 2nd Quarter [IDP-QTR2-PPDF] , and 3rd Quarter [IDP-QTR3-PPDF] ) - $3 each company code each quarter
• Reason. of Assump. Cert. Req. by Actuarial Guideline, due May 15
• Reason. of & Consist. of Assump. Cert. Req. by Actuarial Guideline, due May 15
• Reason. of Assump. Cert. for Implied Guar. Rate Method Req. by Act. Guideline, due May 15
• Reason. & Consist. of Assump. Cert. Req. by Act. Guide. (Upd. Avg. Market Val.), due May 15
• Reason. & Consist. of Assump. Cert. Req. by Act. Guideline (Upd. Market Val.), due May 15
• Statement Pages - Quarter 1, due May 15
• Reason. of Assump. Cert. Req. by Actuarial Guideline, due August 15
• Reason. of & Consist. of Assump. Cert. Req. by Actuarial Guideline, due August 15
• Reason. of Assump. Cert. for Implied Guar. Rate Method Req. by Act. Guideline, due August 15
• Reason. & Consist. of Assump. Cert. Req. by Act. Guide. (Upd. Avg. Market Val.), due August 15
• Reason. & Consist. of Assump. Cert. Req. by Act. Guideline (Upd. Market Val.), due August 15
• Statement Pages - Quarter 2, due August 15
• Reason. of Assump. Cert. Req. by Actuarial Guideline, due November 15
• Reason. of & Consist. of Assump. Cert. Req. by Actuarial Guideline, due November 15
• Reason. of Assump. Cert. for Implied Guar. Rate Method Req. by Act. Guideline, due November 15
• Reason. & Consist. of Assump. Cert. Req. by Act. Guide. (Upd. Avg. Market Val.), due November 15
• Reason. & Consist. of Assump. Cert. Req. by Act. Guideline (Upd. Market Val.), due November 15
• Statement Pages - Quarter 3, due November 15

© 2014 National Association of Insurance Commissioners 4/19/2014 9:30:31 AM