Odomorik 13: Schedules Flashcards Preview

Exam 6 > Odomorik 13: Schedules > Flashcards

Flashcards in Odomorik 13: Schedules Deck (12)
1

Schedule A

Real estate directly owned by insurer

2

Schedule B

Mortgage loans owned by insurer

3

Schedule BA

Other long term assets owned by insurer:
Indirect real estate
Joint ventures
Partnership interests

4

Schedule D

Stocks and Bonds

5

Schedule DA

Short term investments

6

Schedule DB

Derivatives

7

Schedule DL

Securities lending collateral assets

8

Why Schedule DL was added

Exposes lender to credit risk, so borrower needs to post collateral (financial crisis of 2008/09); add transparency

9

Schedule E

Cash and cash equivalents

10

Schedule T

Part 1: Exhibits of Premiums Written
Part 2: Interstate compact - Exhibit of WP
By state and territory, Canada, and other alien territories

11

Schedule T: Active statuses

L: Licensed
R: Registered non-domiciled
Q: Qualified reinsurer
E: Eligible to write surplus lines
N: No

12

Schedule Y

Activities of insurer members of a holding company group