Texas Register, Volume 30, Number 43, Pages 6973-7094, October 28, 2005 Page: 7,003
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to another type of annual statement. Insurers filing the 2005 Life, Ac-
cident and Health Annual Statement and the supplemental forms and
reports identified in these subsections shall complete filings in accor-
dance with the "2005 Annual Statement Instructions, Life, Accident
and Health." Life insurers meeting the test set forth in this subsec-
tion to file the 2005 Health Annual Statement and the supplemental
forms and reports identified in these subsections shall complete filings
in accordance with the "2005 Annual Statement Instructions, Health."
The electronic filings of these forms or reports with the NAIC shall be
in accordance with the NAIC data specifications and instructions for
electronic filing and shall include PDF format filing. The filings for
insurers described in this subsection are as follows:
(1) Domestic insurer reports and forms in paper copy to be
filed with the department and the NAIC as follows:
(A) 2005 Life, Accident and Health Annual Statement,
including the printed investment schedule detail, due on or before
March 1, 2006 (stipulated premium insurance companies, April 1,
2006);
(B) 2005 Life, Accident and Health Annual Statement
of the Separate Accounts for the 2005 calendar year (required of com-
panies maintaining separate accounts), due on or before March 1, 2006;
(C) 2005 Life, Accident and Health Quarterly State-
ments, due on or before May 15, August 15, and November 15, 2005.
A Texas stipulated premium insurance company, unless specifically
requested to do so by the department, is not required to file quarterly
data filings with the NAIC if it meets all three of the following condi-
tions:
(i) it is authorized to write only life insurance on its
certificate of authority;
(ii) it collected premiums in the prior calendar year
of less than $1 million; and
(iii) it had a profit from operations in the prior two
calendar years;
(D) 2005 Health Annual Statement, including the
printed investment schedule detail, due on or before March 1, 2006 if
the company qualifies as described in this subsection;
(E) 2005 Health Quarterly Statements, due on or before
May 15, August 15, and November 15, 2005 if the company qualifies
as described in this subsection;
(F) All the paper copies of the annual and quarterly sup-
plements (Note: the Schedule SIS and the Supplemental Compensa-
tion Exhibit are filed only with the department) prepared and filed on
dates specified in the forms and instructions;
(G) Management's Discussion and Analysis, due on or
before April 1, 2006; and
(H) Statement of Actuarial Opinion, due on or before
March 1, 2006. The actuarial opinion shall be prepared in accordance
with paragraph (5) of this subsection.
(2) Domestic insurer reports and forms to be filed in paper
copy only with the department:
(A) Schedule SIS and Stockholder Information Supple-
ment, due on or before March 1, 2006. This filing is also required if
filing a Health Annual Statement, as applicable;
(B) Supplemental Compensation Exhibit, due on or be-
fore March 1, 2006 (stipulated premium companies, April 1, 2006).
This filing is also required if filing a Health Annual Statement, as ap-
plicable;(C) The Texas Health Insurance Risk Pool shall file the
2005 Life, Accident and Health Annual Statement and 2005 Quarterly
Statements as follows:
(i) 2005 Life, Accident and Health Annual State-
ment with only pages 1 - 5, and Schedule E Part 1, Part 2, and Part 3
to be completed and filed on or before March 1, 2005; and
(ii) 2005 Life, Accident and Health Quarterly State-
ments, with only pages 1 - 5, and Schedule E, Part 1-Cash to be com-
pleted and filed on or before May 15, August 15, and November 15,
2005.
(iii) The Texas Health Insurance Risk Pool is not
required to file any reports, diskettes, or electronic data filings with
the NAIC.
(D) Texas Overhead Assessment Form (Texas Edition),
due on or before March 1, 2006 (stipulated premium insurance com-
panies, April 1, 2006);
(E) Analysis of Surplus (Texas Edition) for life, acci-
dent and health insurers, due on or before March 1, 2006 (stipulated
premium insurance companies, April 1, 2006).
(3) Foreign companies filing electronically with the NAIC
and not filing paper copy with the department shall file a signed jurat
page with the department in lieu of filing the entire paper filing.
(4) Electronic filings with the NAIC by domestic and for-
eign insurers:
(A) Annual statement electronic filing and PDF filing,
due on or before March 1, 2006 (stipulated premium insurance com-
panies, April 1, 2006);
(B) Separate accounts electronic filing and PDF filing,
due on or before March 1, 2006;
(C) Quarterly statement electronic filing and PDF fil-
ing, due on or before May 15, August 15, and November 15, 2005. A
Texas stipulated premium insurance company, unless specifically re-
quested to do so by the department, is not required to file quarterly
electronic data filings with the NAIC if it meets all three of the fol-
lowing conditions:
(i) it is authorized to write only life insurance on its
certificate of authority;
(ii) it collected premiums in the prior calendar year
of less than $1 million; and
(iii) it had a profit from operations in the prior two
calendar years;
(D) All annual and quarterly supplemental electronic
filings together with the related PDF filings (except for Schedule SIS
and Supplemental Compensation Exhibit which are filed by domestic
insurers only with the department in paper copy) due on the dates
specified in the forms and instructions;
(5) Statement of Actuarial Opinion required by paragraph
(1)(H) of this subsection shall be prepared in accordance with the fol-
lowing:
(A) Unless exempted, the Statement of Actuarial Opin-
ion, attached to either the 2005 Life, Accident and Health Annual
Statement or the 2005 Health Annual Statement, should follow the
applicable provisions of 3.1601-3.1608 of this title (relating to Ac-
tuarial Opinion and Memorandum Regulation).PROPOSED RULES October 28, 2005 30 TexReg 7003
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Texas. Secretary of State. Texas Register, Volume 30, Number 43, Pages 6973-7094, October 28, 2005, periodical, October 28, 2005; Austin, Texas. (https://texashistory.unt.edu/ark:/67531/metapth97316/m1/30/?q=%22%22~1: accessed July 16, 2024), University of North Texas Libraries, The Portal to Texas History, https://texashistory.unt.edu; crediting UNT Libraries Government Documents Department.