Difference between revisions of "Odomirok.13"
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| − | | style='text-align: center;' | A || real estate || | + | | style='text-align: center;' | A || real estate || '''Part 1''': owned at year-end, '''Part 2''': purchased during year, '''Part 3''': sold during year |
|- | |- | ||
| − | | style='text-align: center;' | B || mortgage loans || | + | | style='text-align: center;' | B || mortgage loans || '''Part 1''': owned at year-end, '''Part 2''': acquired during year, '''Part 3''': ended during year |
|- | |- | ||
| style='text-align: center;' | BA || other long-term invested assets || ''('''Part 1''': owned at year-end, '''Part 2''': purchased during year, '''Part 3''': sold during year)'' | | style='text-align: center;' | BA || other long-term invested assets || ''('''Part 1''': owned at year-end, '''Part 2''': purchased during year, '''Part 3''': sold during year)'' | ||
|- style='background-color: lightgreen;' | |- style='background-color: lightgreen;' | ||
| − | | style='text-align: center;' | D || stocks & bonds | + | | style='text-align: center;' | D || stocks & bonds || |
|- | |- | ||
| style='text-align: center;' | DA || other short-term investments | | style='text-align: center;' | DA || other short-term investments | ||
Revision as of 19:31, 24 April 2022
Chapter 13 from Odomirok is an overview of various Schedules in the annual statement. The first 8 (A, B, BA, D, DA, DB, DL, E) are asset Schedules. Also discussed are Schedule F (Reinsurance), Schedule P (Loss & LAE Reserves), Schedule T (Premium Writings by State), Schedule Y (Organizational Structure).
Study Tips
Spend no more 10 minutes on this chapter.
BattleTable
- this reading has not been tested on any exam from the year 2012 to Fall 2019 when the exams stopped being published.
reference part (a) part (b) part (c) part (d) no prior questions
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In Plain English!
For reference, here's a list of Schedules discussed in Chapter 13, but I don't think you have to memorize them or know any details beyond what's already covered in higher-ranked chapters. (I've highlighted in green the ones that most people would be able to identify.)
asset schedule information shown details A real estate Part 1: owned at year-end, Part 2: purchased during year, Part 3: sold during year B mortgage loans Part 1: owned at year-end, Part 2: acquired during year, Part 3: ended during year BA other long-term invested assets (Part 1: owned at year-end, Part 2: purchased during year, Part 3: sold during year) D stocks & bonds DA other short-term investments DB derivatives DL securities lending E cash & cash equivalents
Other common Schedules within the annual statement are:
schedule information shown F reinsurance (Odomirok.14-F) P loss & LAE reserves (Odomirok.15-P) T premium writings by state Y organizational structure
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