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2016 Regulatory Update for
Health Organizations Workshop


Standard Rate $750
Early Bird Rate* $675
Regulator Rate $375

*Early bird valid until July 26

What You Will Learn

  • New accounting and reporting principles in Accounting Practices and Procedures Manual, as of March 2017.

  • Update on Accounting and Reporting for ACA Fees and Risk-Sharing Programs (3Rs).

  • Changes to SVO Purposes and Procedures Manual and other investment filing and reporting requirements.

  • Changes to 2016 Health Annual Statement, RBC Formula and other new Supplemental filings.

  • Changes to 2017 Health Quarterly Statement.

  • Other financial regulatory issues under consideration at the NAIC affecting health organizations.

  • Participants are encouraged to bring copies of their prior year's annual statement and RBC report for discussion and clarifications of any reporting problems.

What's New for 2016

  • Filing instructions for SCA Investments moved from Purposes and Procedures Manual to SSAP No. 97.

  • Amendment to 2016 Purposes and Procedures Manual regarding Class 1 (Money Market Fund) List; filing private common stock with SVO; instructions to define the term "securities listed by the SVO" clarifying instructions for Schedule D, Part 1A, Section 1 Footnote and Schedule D, Part 1B; reporting guidance for reporting "Exchange Traded Funds (ETF)" in investment schedules; et al.

  • Updated accounting and reporting guidance for ACA Risk Corridors Program pursuant to SSAP No. 107.

  • Updated accounting and reporting guidance regarding "contracts subject to redetermination" pursuant to SSAP No. 54.

  • Updated statutory accounting and reporting guidance regarding for "Medicare Advantage Products."

  • New disclosure requirements for "Management's Evaluation of Going Concern" pursuant to SSAP No. 1.

  • Revised accounting and reporting guidance for filing amended financial statements for material accounting errors pursuant to SSAP No. 3.

  • Quarterly reporting of electronic-only investment data as NAIC Supplemental Filing.

  • Revised accounting and reporting guidance for U&I Part 2B — Analysis of Claim Unpaid.

  • Revisions to NAIC Accounting Practices and Procedures Manual SSAP titles.

  • Changes to the 2016 Supplemental Health Care Exhibit.

  • Revised accounting and reporting guidance for U&I Part 2B — Analysis of Claim Unpaid.

  • New RBC guidance for the treatment of Medicaid Pass-Through Payments.

  • Proposed RBC reporting for "assets on deposit with states for benefit of all policyholders."

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