Annual financial filing statements

Find information on the annual statements and annual reports required from companies regulated by the Office of the Insurance Commissioner (OIC).

Insurance companies and health entities

• Filing checklists for financial statements
• Electronic submission directive (PDF, 138.64 KB)
• File financial statements and supplements
• How to file on the secure OIC portal (PDF, 2.30 MB)

Charitable gift annuities (CGA)

• 2023 January-December CGA instructions (PDF, 503.77 KB)
• 2022 January-December CGA Instructions (PDF, 424.84 KB)
• Actuarial Opinion Guidance for Charitable Gift Annuity Business (Word, 20.58 KB)
• Filing information
• File annual report

Service contract providers and protection product guarantee providers

• Filing information
• File annual report

Life settlement providers

• Filing information
• File annual statement

Home heating fuel service

• Filing information
• File annual report

Discount plan organization

• Filing information
• File annual report

Health care benefit managers

• Filing information
• File annual report