Life and Health Financial Oversight
Overview
The Life and Health Financial Oversight unit monitors the financial condition of all regulated Life and Health entities through the use of internal financial analysis and on-site examinations. The Unit is also responsible for the admissions process for new Life and Health entities as well as those proposing to expand into additional lines of business.
Entities subject to the units regulatory oversight include life and health insurers, fraternal benefit societies, health maintenance organizations, pre-paid limited health service organizations, pre-paid health clinics, multiple employer welfare arrangements, fiscal intermediary service organizations, discount medical plan organizations, as well as Healthflex entities that are either licensed, authorized or otherwise approved to operate in the State of Florida.
Required Financial Reporting
Life & Health
Reporting
Health Reporting (Health Insurer)
Managed
Care Reporting
Fraternal
Reporting
Forms
- OIR-D0-516: Insurance Holding Company System Registration Statement
- OIR-D0-1180: Policy Disclosure Form and Instructions
- OIR-D0-1431: Audited Financial Statements Exemption Affidavit
- OIR-D0-1433: Reinsurance Summary Statement
- OIR-A1-2116: Summary of Changes to Registration Statement
- OIR-A1-2118: Enterprise Risk Report
- Summary Exhibit (Florida Domestics Only)
- Captive Supplemental Financial Disclosure Form
- Legal Entity Grid
- OIR-A2-949: Annual Report - Contracts Issued and Outstanding
- OIR-A2-950: Annual Report - Damage Claims and Medical Injury
- OIR-A2-1083: Annual Report Filing Fee
- OIR-A1-1671: Annual Report - Discount Medical Plan Organization
- OIR-C1-905: Instructions for Investigative Reports
- OIR-D0-516: Holding Company Registration Statement
- Emergency Claims Review Form
- OIR-C1-938: Fingerprint Card Instructions
- OIR-C1-1423: Biographical Affidavit
- QTR D: Quarterly Supplement Prepaid Expenses
- QTR G: Quarterly Supplement Surplus Notes
- Legal Entity Grid
Financial Exam Reports
| Title | Type | Size | |
| pdf Greater Health Trust (6/30/2023) | 403 KB | Download |
|---|
| Title | Type | Size | |
| pdf Align Senior Care Florida, Inc. (12/31/2022) | 413 KB | Download | |
|---|---|---|---|
| pdf American Bankers Life Assurance Company (12/31/2022) | 709 KB | Download | |
| pdf American Heritage Life Insurance Company (12/31/2022) | 633 KB | Download | |
| pdf AvMed Inc. (12/31/2022) | 462 KB | Download | |
| pdf Centene Venture Company Florida (12/31/2022) | 558 KB | Download | |
| pdf GuideWell Simplifi, Inc. (12/31/2022) | 428 KB | Download | |
| pdf HPMP of Florida, Inc. (12/31/2022) | 352 KB | Download | |
| pdf Independent Colleges & Universities Benefits Association (3/31/2022) | 284 KB | Download | |
| pdf Preferred Care Network of Florida, Inc. (12/31/2022) | 361 KB | Download | |
| pdf Sunshine Health Community Solutions, Inc. (12/31/2022) | 548 KB | Download | |
| pdf Sunshine State Health Plan, Inc. (12/31/2022) | 597 KB | Download | |
| pdf Trans-Oceanic Life Insurance Company in America (12/31/2022) | 328 KB | Download |
| Title | Type | Size | |
| pdf Centene Venture Company (12/31/2021) | 444 KB | Download | |
|---|---|---|---|
| pdf AmeriHealth Caritas Florida, Inc. (12/31/2021) | 472 KB | Download | |
| pdf Best Meridian Insurance Company (12/31/2021) | 1274 KB | Download | |
| pdf Devoted Health Insurance Company (12/31/2021) | 338 KB | Download | |
| pdf Align Senior Care Florida, Inc. (12/31/2021) | 373 KB | Download | |
| pdf UnitedHealthcare of Florida, Inc. (12/31/2021) | 593 KB | Download | |
| pdf Preferred Care Network, Inc. (12/31/2021) | 598 KB | Download | |
| pdf Preferred Care Partners, Inc. (12/31/2021) | 588 KB | Download | |
| pdf Trans-Oceanic Life Insurance Company of America (12/31/2021) | 446 KB | Download | |
| pdf Longevity Health Plan of Florida, Inc. (12/31/2021) | 436 KB | Download | |
| pdf Molina Healthcare of Florida, Inc. (12/31/2021) | 462 KB | Download | |
| pdf Florida Blue Medicare (12/31/2021) | 458 KB | Download | |
| pdf GuideWell Simplifi (12/31/2021) | 439 KB | Download |
| Title | Type | Size | |
| pdf American Bankers Life Assurance Company of Florida (12/31/2017) | 511 KB | Download | |
|---|---|---|---|
| pdf Sunshine State Health Plan, Inc. (12/31/2017) | 590 KB | Download | |
| pdf AvMed, Inc. (12/31/2017) | 506 KB | Download | |
| pdf WellCare Prescription Insurance, Inc. (12/31/2017) | 618 KB | Download | |
| pdf Health First Commercial Plans, Inc. (12/31/2017) | 299 KB | Download | |
| pdf WellCare of Florida, Inc. (12/31/2017) | 561 KB | Download | |
| pdf Liberty Dental Plans of Florida, Inc. (12/31/2017) | 465 KB | Download | |
| pdf Sunshine Health Community Solutions, Inc. (12/31/2017) | 453 KB | Download | |
| pdf Medica Health Plans of Florida, Inc. (12/31/2017) | 417 KB | Download | |
| pdf Health First Health Plans, Inc. (12/31/2017) | 287 KB | Download | |
| pdf Health First Insurance, Inc. (12/31/2017) | 249 KB | Download |