Contact Us: 919.569.6762

About the Workshop

2018 Workshop Fee

Standard Rate $1995
Early Bird Rate* $1795
Regulator Rate $998

*Early bird valid until October 2

Discount Packages

Courses 2 & 3 $2,460
Save $435
Courses 1, 2 & 3 $3,905
Save $690

Course 1: Introduction to Health Statutory Accounting & Reporting

Course 2: Health Annual Statement Preparation

Course 3: Risk-Based Capital Preparation

Multiple Registration Discounts

5% discount for 2-3 attendees and/or seminars

10% discount for 4 or more attendees and/or seminars

Learn more...

2018 Health Annual Statement Preparation Seminar

What You Will Learn

  • 4-day seminar provides understanding and working knowledge necessary to prepare and file 2018 Health Annual and 2019 Health Quarterly Statements.

  • How to prepare all Pages, Exhibits, Schedules and Supplemental Exhibits including the Health RBC Formula and Supplemental Health Care Exhibit in the 2018 Health Annual Statement.

  • Overview of all changes to the 2018 Health Annual and the 2019 Health Quarterly Statements.

  • Overview of the Statement of Statutory Accounting Principles necessary to complete the various pages of the 2018 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 2017 Health Annual Statement and RBC Report for discussion and clarifications of any reporting problems.

Seminar Content

  • Overview of key Statutory Accounting Principles applicable to completing the Health Annual Statement.

  • Overview of 2018 Annual and 2019 Health Quarterly Statements.

  • Accounting and Reporting for Assets, Admitted Assets, Liabilities, Premiums, Claims, Reinsurance.

  • Accounting and Reporting for invested assets including Schedules A, B, BA, D, DA, DL & E.

  • Completion of Balance Sheet, Statement of Revenue and Expenses, Capital and Surplus, Cash Flow.

  • Completion of other Exhibits, Schedules, Notes to Financial Statement and General Interrogatories.

  • Completion of all Supplemental Exhibits including the Health Organizations Risk-Based Capital Formula, Supplemental Health Care Exhibit and Supplemental Compensation Exhibit, etc.

Who Should Attend?

  • Individuals responsible for the preparation and individuals providing supporting data for the preparation of the Health Annual and Quarterly Statements.

  • Individuals responsible for the review and final sign-off of the Health Annual and Quarterly Statements.

  • Accountants, Auditors, Actuaries, Financial Executives, Regulators and Others responsible for the all or part of the preparation, review or auditing of the Health Blank.

Class Information

Class begins at 8:30 a.m. each day and concludes at 4:30 p.m. on the last day. Continental breakfast will be served each morning from 7:30 a.m. and 8:30 a.m. Morning and afternoon refreshments are provided. Lunch is the responsibility of the attendee. A welcome reception will be held after the first day's session.

  • Field of Study
    Specialized Knowledge and Applications

  • Level of Difficulty: Basic
    Introduction; No prerequisite or advance preparation is required, but the Introduction to Health Statutory Accounting and Reporting Seminar is recommended.

  • Format of Course
    Presentation with Training Guide ("Group-live")


Bellagio Hotel and Casino
3600 South Las Vegas Boulevard
Las Vegas, NV 89109
Tel: 702.693.7111

About the Hotel
Inspired by the beautiful villages of Europe, the Bellagio Hotel and Casino overlooks a Mediterranean-blue lake in which fountains perform a magnificent ballet choreographed to music and lights. The Bellagio also features a world-class art gallery showcasing twice yearly museum-caliber exhibitions, the exquisite beauty of the lush Conservatory and Botanical Gardens, Cirque du Soleil’s stunning performance of “O,” an intimate wedding chapel, luxurious spa and salon, dynamic nightlife and an elegant casino add to the symphony that is Bellagio.

Please note accommodations and travel are not included in the registration fee. For your convenience, we have secured a block of discounted rooms at a rate of $132 per night plus $39 resort fee per night. Rooms are reserved on a first come first served basis. To reserve your room at the discounted rate, contact the hotel reservations department at 888.987-6667 or 702.693.7044 and reference Millennium Consulting Seminars. Reservations must be made on or before Friday, November 2, 2018 to receive the discounted rate.

Terms & Conditions

  • Confirmation Procedures
    You will receive confirmation via email of your registration. Registration is not complete until your payment is received. Your confirmation will provide information regarding transportation, logistics and materials needed for the seminar(s) as well as an invoice for your tuition.

  • Cancellations/Refunds
    We understand that circumstances may arise that require you to cancel. You may send a replacement or apply your tuition to another MCS seminar within the following 12-months if you notify MCS fifteen (15) business days prior to the seminar date.

    As an alternative, you may request a refund, less a $200 administrative fee, up to ten (10) business days prior to the seminar date. If notification of cancellation is received less than ten (10) business days prior to the seminar date, you will be liable for the entire tuition amount. In fairness to all attendees, if you do not attend a seminar for which you are confirmed and do not contact MCS to cancel in advance, you will be liable for the entire tuition amount.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 919.569.6762.



Bruce Cromartie

Bruce is the co-founder, President and CEO of Millennium Consulting. With over two decades of insurance and regulatory experience, Bruce is known throughout the insurance industry for his insurance acumen, leadership, and expertise in insurance accounting and regulatory matters.




Colleen Gingrich
Vice President

Colleen is the co-founder and Executive Vice President of Millennium Consulting. Colleen's extensive knowledge, experience, and expertise encompass a variety of insurance areas including investments, claims, risk-based capital, and IT systems. She has over a decade of managerial...




Karen Foster
Director, Consulting Services

Karen is responsible for the oversight of Millennium Consulting's statutory statement and investment outsourcing services. Karen also provides consulting services for insurance clients and assists with seminars.


What's New for 2018

  • Revisions to the Summary Investment Schedule to tie to the different investment schedules.

  • Changes to Schedule S – Reinsurance regarding Long-Term Care coverages.

  • New "PL" and "PLGI" symbols to the instructions to identify private letter rated securities.

  • Revised disclosure requirements for Note 3, Business Combinations and Goodwill to reflect changes to SSAP No. 68 - Business Combinations.

  • Revised instructions for Note 20A, Note 20C and Note 20D to reflect changes to SSAP No. 100R - Fair Value.

  • New disclosure to Note 10 to reflect changes to SSAP No. 97 - Investments in Subsidiary, Controlled and Affiliated Entities.

  • New language to General Interrogatory merger questions (5.1 annual and 4.1 quarterly) to require the filing of merger history.

  • Overview of the Life, Health and Annuity Guaranty Association Model Act Assessment Base Reconciliation Exhibit and the Adjustments to the Life, Health and Annuity Guaranty Association Model Act Assessment Base Reconciliation Exhibit for health entities writing Long-Term Care coverage.

  • Revisions to the instructions of the Cash Flow Statement regarding the inclusion of restricted cash or restricted cash equivalents.

  • Revisions to Health RBC Formula regarding the Risk Corridor and Transitional Reinsurance Programs.

  • New accounting and reporting guidance for ACA Risk Adjustment Program High Cost Risk Pools.

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