Contact Us: 919.569.6762

2016 Health Annual Statement Preparation Seminar


Standard Rate $1900
Early Bird Rate* $1710
Regulator Rate $950

*Early bird valid until Sept 28

What You Will Learn

  • How to prepare all Pages, Exhibits, Schedules and Supplemental Exhibits including the Health RBC Formula and Supplemental Health Care Exhibit in the 2016 Health Annual Statement.

  • Overview of all changes to the 2016 Health Annual and the 2017 Health Quarterly Statements.

  • Overview of the Statement of Statutory Accounting Principles necessary to complete the various pages of the 2016 Health Annual Statement.

  • Utilizes Case Studies, Examples and Exercises to enhance participants' skills.

  • Those needing an introductory course on Statutory Accounting and Reporting should consider the Introduction to Statutory Accounting and Reporting Seminar prior to attending this seminar.

  • Participants are encouraged to bring copies of their 2015 Health Annual Statement and RBC report for discussion and clarifications of any reporting problems.

What's New for 2016

  • Revised reporting instructions for Schedule D, Part 1A, Section 1 Footnote and Schedule D, Part 1B and reporting guidance for reporting "Exchange Traded Funds (ETF)" in investment schedules.

  • Updated reporting guidance for ACA Risk Corridors Program; "contracts subject to redetermination" and "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.

  • Changes to the 2016 Supplemental Health Care Exhibit.

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

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