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
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