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 (fortress.wa.gov)
• How to file on the secure OIC portal (PDF, 2.30 MB)

Charitable gift annuities (CGA)

• Charitable gift annuity annual report filing instructions - January to December 2025 (PDF, 350.70 KB)
• Charitable gift annuity annual report filing instructions - January to December 2024 (PDF, 299.86 KB)
• Actuarial Opinion Guidance for Charitable Gift Annuity Business (PDF, 117.99 KB)
• Filing information
• File annual report (fortress.wa.gov)

Service contract providers and protection product guarantee providers

• Filing information
• File annual report (fortress.wa.gov)

Life settlement providers

• Filing information
• File annual statement (fortress.wa.gov)

Home heating fuel service

• Filing information
• File annual report (fortress.wa.gov)

Discount plan organization

• Filing information
• File annual report (fortress.wa.gov)

Health care benefit managers

• Filing information
• File annual report (fortress.wa.gov)