Odomirok.13

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).

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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	Part 1: bonds owned, Part 2: stocks owned
DA	other short-term investments
DB	derivatives
DL	securities lending
E	cash & cash equivalents	Part 1: cash, Part 2: cash equivalents, Part 3: special deposits

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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