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, 30.04 KB)
• File financial statements and supplements
• How to file on the secure portal (PDF, 2.3MB)

Charitable gift annuities (CGA)

• 2018 January-December CGA instructions (Word, 256.00 KB)
• 2017 January-December CGA instructions (Word, 347.00 KB)
• Filing information
• File annual report

Service contract 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