Profiles

Profiles

Profile reports provide a snapshot of a company’s financial information. Annual Profiles and Quarterly Profiles are available for Life, Health, and Property Companies.  

The Financial Summary profile report will be available for Fraternal companies starting in 2009.

Annual Profiles provide information for each of the last five years.  

Quarterly Profiles for Property Companies provide information for each quarter of the year you have requested data on.  Starting with data year 2003, Quarterly Profiles for Health Companies provide information for the current quarter of the year you have requested data on and up to four previous quarters.  Starting with data year 2004, Quarterly Profiles for Life Companies provide information for the current quarter of the year you have requested data on and up to four previous quarters

The Financial Summary Report contains high-level financial information on assets, liabilities, income statement, cash flow and other information. Within the Financial Annual and Quarterly Profile Reports, the Assets and Liabilities section has a link that will provide the regulator with a listing of the lines that are included in Other Liabilities and Other Assets.

To View Profile reports using the Financial Reports Page  

  1. Search for a company or companies by performing a Company/Firm Search.
  2. Place a check mark in the box next to the company or companies you want reports from. Click the Company/Firm Reports button.
  3. Select Profiles from the Financial Analysis/Examination section.
  4. Click on the report you want to view.

To View, Download, or Print Multiple Reports:

Follow steps 1, 2, and 3, from the list above then: 

Click on the check boxes next to the reports you want to view.

Click the Saved Selected Reports button.

Click the View, Download, or Print button in the Reports Frame. 

To View, Download, or Print Multiple Reports from Multiple Report Categories: 

Select and save one or more Reports from your preferred category/categories, before clicking the View, Download, or Print button in the Reports Frame.

To Return to the Financial Company Search Page: 

Click the Company Search button in the Banner frame.

To View, Download, or Print Charts & Graphs: 

VIEW - Click on any blue link and a separate browser window will appear that displays the graph/chart (Pop-Up Blockers - must be disabled). 

PRINT - The browser print feature will print the graph or chart directly from the screen.

DOWNLOAD - The graphs and charts may be saved using the FILE SAVE AS feature.  Then that file can be placed in a document (FILE IMPORT or INSERT FILE).

To Print All Charts & Graphs: 

  1. Open up either a Life or Property profile.
  2. At the top of the report, next to the Help and Email links, click on the "Print All Charts" link.
  3. After reading the instructions for printing, click the "Print All" button.
  4. The print dialogue box will open.  Click on the Options tab and select "Print all linked documents".
  5. Click the "Print" button.

 

 To Save Selected Preferences Within the Financial Reports Page: 

Select the reports you would like to save.

Click the Save Selected Reports button.

Click the Preferences button.

Click the Save Reports Button.

When the prompt window appears enter the name you would like to give to this saved reports file.  Enter a meaningful name you will recognize later.

Click the OK button in the prompt window.