Annuity Operations by LOB

Annuity Operations by LOB

The Annuity Operations by Line of Business report allows the user to pull data from any line of this supplemental exhibit by company or by group. The data can be included for one statement type or for all Life and Fraternal companies. All data returned in the summary report represents nationwide totals, as the exhibit is not state specific.
  1. Summary Reports are available from the Tools tab.
  2. The Annuity Operations by Line of Business Summary Report link is located under the Supplemental Exhibits section of the Summary Reports page.
  3. The Annuity Operations by Line of Business Summary Criteria page provides the following options for specifying report parameters

    Data Year:

    State:

CodeList Basis:  
   Licensed
   Business Written
   Domiciled
   Unlicensed
  
Round to Thousand:   yes/no

Statement Type:
   Life
   Fraternal

Include Other Statement Types:   yes/no

Include Zero Companies:   yes/no

Line:  

Columns:  

Summarized by Group Code:   checkbox

Primary Sort:
   Group Code
   NAIC Code
   Name
   State of Domicile
   Total Annuities
 

Primary Order:   Ascending/Descending


 Secondary Sort:
   Group Code
   NAIC Code
   Name
   State of Domicile
   Total Annuities

Secondary Order:   Ascending/Descending

Report Format:   HTML/MS Excel

The  top of the Annuity Operations by Line of Business Summary report displays the criteria specified for generating the report. 

To save the report, select the appropriate option from the File menu.

To return to the Summary reports page close your browser window. .

To perform another search or navigate to a different application within iSite+, select the appropriate link at the top of the Summary Reports page.