Premium Pro Enterprise – Notes & Corrections Program Files

Transcription

Premium Pro Enterprise – Notes & Corrections Program Files
Premium Pro Enterprise – Notes & Corrections Program Files March 10, 2015 Calendar ‐ In previous versions of the software if you had the option on for “Use company abbreviation” and you used the Assignment Tool to designate a preparer or reviewer, they were not assigned to the correct company in the Assigned Tree or in Calendar. This issue has been corrected, but it will be necessary to reassign any preparers or reviewers in order for the assignment to appear correctly going forward. Calendar ‐ Previously, if you attempted to delete or clear data from multiple cells for user defined dates in Calendar, only the data in the first cell was removed. This has been corrected so that data in all selected cells is deleted. February 5, 2015 All ‐ Changes have been made to the program files to accommodate Electronic Filing for Michigan MBT and CIT returns. All ‐ General improvements have been made to the Efile Assistant feature. January 13, 2015 All ‐ The Export Database to a File function in the software has been corrected to include the rollover attribute associated with annotations and references. December 15, 2014 All ‐ Program file changes were made for the Premium Tax product. Please see the Premium Tax release notes below for more information. December 1, 2014 All ‐ When switching from one report to another, editable fields on the report may become disabled. This has been corrected. All ‐ The zoom feature was corrected for the audit report. November 17, 2014 All ‐ There is now an easy way to view important items that may need to be addressed before processing and completing a return. Return audits are now available via the Audit Frame. All ‐ The Audit Report has been redesigned to mirror the information on the jurisdiction specific Audit Frame. The report now includes columns for category, severity, status, changed by, changed at, and notes. All ‐ Selecting the Ignore Audit Popups option will prevent any open audits with a high severity from automatically popping up when viewing a return. All ‐ The Actions Report has been expanded to record successful transmission attempts for the E‐file Assistant, changes to user defined templates in Calendar, and changes to the severity of an audit. All ‐ If there are no instructions for the return that is currently open, there will be a red “X” through the Return Instructions icon. All ‐ The “Attach to…” feature accessible from the Print to PDF button on the toolbar has been further enhanced. When selecting the down arrow next to the Print to PDF icon, users may now choose the “Attach Page to …” or the “Attach Return to…” options to print the current page / return directly to the Attachment Frame for any open returns. All ‐ When printing to PDF, you can now combine print jobs, combine print jobs per company, and combine all print jobs to a single file. October 30, 2014 All ‐ Corrected an issue that was preventing overrides in certain Input Schedules and Summary Schedules from being preserved when importing data from a database file. 2014‐2015 Premium March 12, 2015 Delaware PC ‐ Previously, page 2, line 12 of the Ocean Marine return was not accounting for any amounts less than zero. This has been corrected. Iowa PC ‐ Page 2, line 15 of the Ocean Marine return is now net of "Other Income Less Other Expenses" from the Ocean Marine Schedule. Maryland All ‐ The audit regarding the electronic payment requirement for the annual returns has been removed as the state is currently only accepting payments by check regardless of the amount due. Massachusetts PC ‐ The amount on page 4, line 14, column d. of the Ocean Marine Profits Tax return is now net of "Other Income Less Other Expenses" from the Ocean Marine Schedule. Puerto Rico Life ‐ The sourcing of dividend amounts on Line 4 of the Special Premium Tax Calculation return for Life, Disability (A&H) Premiums will now account for the dividend options in the Deduction Detail Schedule. States released for this update: ‐ Mississippi (Estimates) March 5, 2015 Indiana All ‐ On the estimate returns, the Late Payment Calculator section will now calculate for an amended return when applicable. Maryland All ‐ The titles of the adjustment schedules associated with the annual premium tax return now make reference to the page numbers of the return as set by the state. Michigan All ‐ Additional changes have been made to facilitate electronic filing for the amended returns. New Jersey PC ‐ Fixed a calculation on the Ocean Marine return that could have caused the Expenses Incurred on line 3 to be incorrect. New York All ‐ Information in the release notes and Filing Into Pages regarding where to send additional copies of the CT‐
33 / CT‐33‐NL / CT‐33‐M has been updated to reflect the correct state department. All ‐ Audits related to electronic filing will no longer be generated for Forms CT‐5 and CT‐5.1. Virgin Islands PC ‐ The web address listed in the Estimate Filing Info Schedule has been corrected. States released for this update: ‐ Maryland (Estimate ‐ First Quarter) ‐ Massachusetts (Estimates) ‐ Michigan (Risk Estimates) ‐ Minnesota (Estimates) ‐ Washington (Estimates) February 27, 2015 Michigan All ‐ The February 26th update included a change that would prevent electronically filing for forms 4905, 4906, and 4588 without entering information for the Paid Preparer's PTIN, FEIN, or SSN completely. The software will now only enforce this requirement when a value has been entered for this field. February 26, 2015 Colorado All ‐ The Filing Info Schedules have been updated to reflect that the state will accept paper checks. Delaware All ‐ The contact information in all Filing Info Schedules has been updated for all returns (except the Wet Marine and Captive Risk annual returns) to reflect the appropriate information: Premium Tax Section, [email protected]. Louisiana Life ‐ Previously, an issue was preventing the electronic filing of Form 1061 when an exemption was claimed on page 3 for line number 1 Col 1, 1 Col 2, 1 Col 3, and 1 Col 4 in the Premium Exempted From State Tax section. This has been corrected. Michigan All ‐ Changes have been made to correct formatting for fields in the Taxpayer Certification and Preparer Certification sections when electronically filing forms 4905, 4906, and 4588. All ‐ Changes have been made to help ensure that the Preparer's PTIN, FEIN, or SSN has been entered completely prior to filing. All ‐ To help ensure proper filing, the Preparer's Business Address on Page 2 will now only accept two characters for the state abbreviation. Life ‐ Corrected an issue that was preventing the Amended CIT Form 4906 from being transmitted successfully. Virginia All ‐ Corrected an issue what was preventing the state specific release notes from being printed in their entirety. States released for this update: ‐ Delaware (Estimates) ‐ Puerto Rico (Annual ‐ Special Tax) February 24, 2015 Alabama PC ‐ When E‐Filing both the Foreign Casualty (PF‐Y) and the Foreign Property (PE‐Y) returns from the software using the E‐File via OPTins button, there was an issue where the retaliatory tax payment may have been included with both filings. This issue has since been corrected. Connecticut All ‐ The state of domicile listed in the General Information page will now source into the "Organized under the laws of" field on Form 207F. Michigan All ‐ Changes have been made to correct formatting for the Authorized Signer Title field when electronically filing forms 4905, 4906, and 4588. All ‐ Changes have been made to Form 4906, CIT Amended Premium Tax, to help ensure that you have entered a reason code for amending the return prior to submitting the filing. New York All ‐ Please be advised that, although we have been actively seeking approval with the state of New York to electronically file the returns, e‐filing for the annual returns will NOT be available prior to the 3/15 deadline. As we are not currently an approved e‐file software vendor with New York, taxpayers filing prior to the deadline should be able to file paper returns for the CT‐33 and CT‐33NL without issue. We expect that e‐filing will be enabled beginning with the June Prepayment. This will also allow clients who have filed extensions to then utilize the e‐filing functionality to submit their CT‐33 and CT‐33NL returns at a later date. West Virginia All ‐ The E‐file via OPTins buttons have been removed from the annual premium tax returns. Due to circumstances beyond our control, E‐filing via OPTins will not be available for the 2014 annual returns. February 19, 2015 Connecticut PC ‐ For companies domiciled in Connecticut, an audit regarding an EFT payment requirement may have appeared when opening the retaliatory return for Forms 207F, 207F Ext, and 115RRG. This has been corrected to no longer appear in retaliatory situations. Delaware All ‐ Electronic filing via NAIC OPTins has been enabled for the Life, P&C, and HMO annual returns. Please see the state specific release notes for more details. PC ‐ The E‐file button has been removed from the Wet Marine form as e‐filing via OPTins is no longer available through Premium Pro for this return. Florida PC ‐ Additional validation has been added regarding Schedule XVI to help prevent filings from being rejected due to formatting issues. Kansas PC / Title ‐ The contact information in the Filing Info Schedule has been updated to reflect the appropriate information: Tony Venturella, (785) 296‐7832, [email protected]. Massachusetts All ‐ The instructions for all annual returns have been updated. New York Life ‐ Fixed field placement on lines L, M, and N on the worksheet associated with CT‐33‐M, page 1, line 10. Ohio PC ‐ Based on correspondence with the state, if a company has negative Multi‐peril Crop premiums on their annual statement state page, these amounts will now be included with Gross Direct Premiums reported on Page 1, Line 11 for the foreign return and on Page 1, Line 1 for the domestic return. South Carolina Life ‐ Previously, for companies domiciled in New York, the MTA Surcharge may have been included twice on Schedule 02. This issue has been corrected. Tennessee Title ‐ Corrected an issue which could potentially cause the software to become unresponsive when calculating the annual return. States released for this update: ‐ Vermont (Captive Risk) February 17, 2015 Arizona All ‐ For the retaliatory returns, taxes paid to Arizona will now appear in E‐RT, Section B for display purposes. This will not alter the retaliatory calculations in any way. Delaware All ‐ The Coli/Boli information will now be included in the export functions. All ‐ When exporting to Excel, the rates on page 2 will now allow 4 decimal places. Florida All ‐ Additional validation has been added to help prevent filings from being rejected due to formatting issues. PC ‐ Fixed an issue that may have caused your State Fire Marshal Regulatory Assessment Surcharge on line 18 to be overstated if you entered additional premiums on line 16 of Schedule X. Louisiana PC ‐ The wrong line number was being referenced in the adjustment schedule on page 2, line 34 and line 35 of Form 1061. This has been corrected. Michigan All ‐ Changes have been made to remove illegal characters from the Company Name field when electronically filing forms 4905, 4906, and 4588. All ‐ Audits have been added to Form 4911, CIT Schedule of Flow‐Through Withholding, to help ensure that data has been entered completely prior to filing. Mississippi PC ‐ The adjustment schedules associated with Fire Insurance Policies on the annual return have been corrected to display fire rates as percentages rather than decimals. New Mexico All ‐ The state now requires that every field be filled in; if an amount does not exist, a zero should be displayed. The returns in the software have been updated to reflect this requirement. Ohio All ‐ On the foreign returns, the field format for the number of new appointments on line 5 and the number of renewal appointments on line 6 has been changed to always display figures as whole numbers for the Ohio Basis column. All ‐ The contact information in the Annual Filing Info Schedule has been updated for the foreign returns to reflect the appropriate information: Tax Return Staff, [email protected]. South Carolina All ‐ E‐file Assistant has been enabled for the annual returns except for HMO and Captive Risk companies. Please see the state specific release notes for more details. Texas Life ‐ The amount on Form 25‐100, Line 23 will now appear when printing the return. Vermont All ‐ The "Do Not Print" checkbox for Form IPT‐634 now functions correctly and is automatically checked on if there is no data on the form. All ‐ Adjustment Schedules (except those for Gross Premiums) will now print when at least one item is present. Life ‐ Changed format of Page 1, Line 7 to match the format of all other number fields. Life ‐ Corrected an issue preventing Annuity premiums from sourcing to foreign returns. Washington All ‐ To match the state's online system, a negative Health Pool Assessment Available amount will now calculate through to increase taxable premiums. PC ‐ For Illinois domiciled companies, the E‐file Assistant feature has been modified to now transmit the Property/Casualty Tax Rate and Tax amount from Schedule A for the State of Domicile. Wyoming All ‐ Electronic filing via NAIC OPTins has been enabled for the annual and estimate returns. Please see the state specific release notes for more details. States released for this update: ‐ Washington (Annual ‐ HMO) February 12, 2015 Delaware Life ‐ The City field on the Affidavit for foreign companies will now display correctly. Michigan All ‐ Updated return instructions are now available for the annual returns. Missouri All ‐ The physical address has been updated in the Estimate Filing Info Schedule. The suite number has changed from Suite 330 to Room 102. Montana All ‐ Per the state, there is no EFT threshold of $500,000 pertaining to premium taxes. Changes to the Filing Info Schedules and state returns have been made to properly reflect this. Nebraska PC ‐ Page 5, line 44 will no longer calculate due to notification from the state that the Workers' Compensation Court Trust Fund will not be collected for the 2014 tax year. North Dakota All ‐ Previously for North Dakota domiciles, there were issues when opening and printing the retaliatory Renewal Statement form. This has been addressed. Texas All ‐ Changes have been made to better allow for the Taxpayer Number to rollover completely. States released for this update: ‐ Delaware (Annual ‐ HMO) ‐ Missouri (Estimate ‐ First Quarter) ‐ Vermont (Annual) February 10, 2015 Arkansas All ‐ E‐file Assistant has been enabled for the annual returns (except for the Workers' Compensation return). Please see the state specific release notes for more details. Colorado All ‐ E‐file Assistant has been enabled for the annual returns for Foreign Life, PC, and Risk companies. Please see the state specific release notes for more details. All ‐ The Filing Info Schedules have been updated to reflect that the state now requires payments to be made via electronic funds transfer regardless of the amount due. PC ‐ Previously, Aggregate Write‐Ins were not sourcing to the adjustment schedule on page 3, line 33 of the annual return. This has been corrected. Delaware All ‐ The software will now allow you to export premium tax data to the state’s required Excel spreadsheet and submit the filing via e‐mail along with your required attachments. Please see the state specific release notes for more details. Florida PC ‐ When exporting the data for the Firefighters' Pension and Police Officers' Retirement Trust Funds from Schedule XII and XIII, the format has been corrected so that the information can be uploaded to the state's online filing system without issue. Risk ‐ The due dates were changed for the Foreign Risk estimates. If you previously had payment amounts in the Estimate Summary, please review them and make adjustments, if necessary. Louisiana All ‐ The message that appeared when attempting to electronically file a return that was previously filed has been rephrased. PC ‐ There was an issue that caused the month and year fields on page 6 to change when the day field was overridden. This has been corrected. Maryland All ‐ The address fields on page 1 have been lengthened in order to enter and display more characters. Mississippi All ‐ Fixed calculations on Page 1, Lines 12 and 13 of the annual return so that amounts will no longer be potentially doubled. All ‐ On the Reconciliation of Tax Reported page for the annual return, Line 5 now pulls in the correct number from the corresponding estimate return for each quarter. Montana All ‐ Electronic filing via NAIC OPTins has been enabled for the annual and estimate returns. Please see the state specific release notes for more details. North Dakota All ‐ Removed instructive text on Renewal Statement that is now unnecessary. Washington All ‐ An audit has been added for Michigan domiciles to notify companies that an Operating Fee may need to be entered for the State of Domicile column in the Filing and Miscellaneous Fees schedule. States released for this update: ‐ Florida (Foreign Risk Estimates) 2014‐2015 Municipal February 10, 2015 Alabama The following cities were added to RDS: Centreville Cottonwood Courtland Daleville Harpersville Hayneville Lowndesboro Satsuma Sweet Water White Hall If using the single return for RDS option: 1. If you have already filed with these municipalities and the cities accepted your payment, but you have not filed the RDS return yet: Override premiums reported to these cities on the RDS return with a zero, then override the premiums and tax fields on the Summary of Taxes with the correct information; 2. If you have entered premiums for these municipalities in the Input Schedule and locked the returns before applying the update, but you have not filed these returns and the RDS return yet: Unlock the returns, then go to Actions menu and click on Calculate Active Municipalities. February 3, 2015 Alabama The city of Andalusia has been removed from RDS. January 27, 2015 Georgia The address has been corrected for Avalon. January 21, 2015 Alabama The Tuscaloosa Fireman Pension Fund return had an incorrect year listed. This has been corrected. January 20, 2015 Alabama The Tuscaloosa Fireman Pension Fund return has been updated. Georgia The fee has changed for the following city: Byron January 15, 2015 Alabama The Mobile and Mobile Firefighter Pension Fund returns have been updated. January 13, 2015 Alabama The city of Grove Hill has been removed from RDS. The Rainsville return has been updated. The city has indicated that the $12 issuance fee should be charged for both Fire & Marine and Other Than Fire & Marine if both are reported. Previously, the $12 issuance fee would be charged once when both were reported. Louisiana Louisiana has been updated for 2014‐2015. The cities of Ida and Morse have been added to the LaMATS return. December 30, 2014 Georgia The license fee for Albany was incorrect. The fee has been corrected and changed to $150. December 23, 2014 Alabama The address has been changed for Carbon Hill. December 18, 2014 Alabama The issuance fee has been changed for Alabaster. Georgia The cities of McRae and Helena have merged into McRae‐Helena. Premiums for Helena should be entered into McRae‐Helena. South Carolina South Carolina has been updated for 2014‐2015. The City of Starr has been added. December 2, 2014 Alabama The years on the Birmingham, RDS, and generic municipal returns were not updated on the prior release. This has been corrected. Georgia The years on the generic municipal returns were not updated on the prior release. This has been corrected. Kentucky The due dates in the Address Schedule were not updated on the prior release. This has been corrected. December 1, 2014 Alabama Alabama has been updated for 2014‐2015. The Flat Fee and Issuance Fee options have been split to allow users to generate the fees based on premiums being zero or negative. Florida Do not file. Information is not updated for the current year. Georgia Georgia has been updated for 2014‐2015 Illinois Do not file. Information is not updated for the current year. Kentucky The First and Second quarters have been updated for 2014‐2015. The Third and Fourth quarters have not been updated for the current year. An option has been added to allow the quarterly tax amount to be paid with the Annual Reconciliation when the tax is less than the threshold set by the user. Louisiana Do not file. Information is not updated for the current year. South Carolina Do not file. Information is not updated for the current year. 2013‐2014 Municipal January 13, 2015 Kentucky The E‐file options have been enabled for 2013‐2014. December 1, 2014 Kentucky The rate has changed for the following municipality: Worthington Hills October 30, 2014 Corrected an issue that was preventing various schedules or reports from printing directly when using the File > Print dialogue. October 28, 2014 Kentucky The rate has changed for the following municipality: Danville September 25, 2014 Florida The rate has changed for the following municipality: Chiefland September 15, 2014 Florida The rate has changed for the following municipality: Atlantis September 11, 2014 Florida The rate has changed for the following municipalities: Delray Beach Jupiter Lake Placid Miramar Sunrise September 2, 2014 Previously, if annotations (ex: Stamps) were added to multiple Municipal returns and check requests, the annotations would only print for the first ten municipalities selected. This issue has been corrected so that annotations, if selected to print, will print on all applicable returns and/or check requests when doing a batch print for Municipal (more than 10 municipalities). August 21, 2014 Florida Florida has been updated for 2013‐2014 The following cities anticipate that there may be changes to the rates and fees. If there are changes, subsequent updates will be released as needed: Apalachicola, Bal Harbour, Bradenton Beach, Cooper City, Frostproof, Fruitland Park, Hawthorne, Pierson, Tequesta, Umatilla Kentucky The address has changed for the following municipalities: Ghent, Prospect July 10, 2014 Illinois The Chicago return has been updated for 2013‐2014. 2014‐2015 FormsPlus March 10, 2015 Form Updates and Changes State FormName Status Company Type NY Form CT‐222 ‐ Underpay of Est Tax (Franchise) Current B NY Form CT‐222 ‐ Underpay of Est Tax (MTA Surch) Current B State FormName Status Company Type AR CHIP ‐ Health Premiums Written Do Not File B DE PC Annual Statement Checklist ‐ Foreign Current P GA GID‐011‐RS ‐ Ann Stmt for Publication Revised B GA WC ‐ Annual Premium Writing Report Corrected P ID Member Update Form‐LH Ins GA Revised B MA Tax Disclosure Report ‐ Foreign Life Current L MA Tax Disclosure Report ‐ Foreign P&C Current P NY PC Annual Statement Checklist Revised P TX Number of Policies ‐ Count Exhibit Current B State FormName Status Company Type AZ Substitute W‐9 Vendor Authorization Form Current B CT Form 115NIN ‐ Nonadmitted Ins PE 03‐31 Current B CT Form 115NIN ‐ Nonadmitted Ins PE 06‐30 Current B CT Form 115NIN ‐ Nonadmitted Ins PE 09‐30 Current B CT Form 115NIN ‐ Nonadmitted Ins PE 12‐31 Current B FL Life Annual Statement Checklist Current L FL PC Annual Statement Checklist Current P FL Health Annual Statement Checklist Current L February 24, 2015 Form Updates and Changes February 17, 2015 Form Updates and Changes FL Title Annual Statement Checklist Current P GA GID‐042‐RS ‐ Exhibit K Remove P GA PC Annual Statement Checklist Revised P GA Health Annual Statement Checklist Revised L GA GID‐045‐RS ‐ Exhibit L Remove P GA GID‐044‐RS ‐ Exhibit L Remove P GA Life Annual Statement Checklist Revised L GA GID‐010‐RS ‐ Cert Of Authority Revised B GA Title Annual Statement Checklist Revised P GA Fair Plan Premium Report Current P IL UPD601‐UPD602 ‐ Unclaimed Prop Report Current B ME Rule 940 Annual Data Rpt Current B ME Rule 940 Annual Data Rpt ‐ Sm Group Remove B NC Insurer's Report for the NC JUA Current P NM Medical Insurance Pool ‐ NMMIP Current B NY Application for License Article 63 Current B TX Form 25‐106 ‐ Auto Burglary & Theft Prev Rpt Current P TX Form 25‐107 ‐ Auto Burglary & Theft Prev Pymt Wksht Current P WI Agents Commissions Revised B WI Rpt on Executive Compensation Revised B WI Audited Financial Stmt Exemption Affidavit Revised B WI Life Annual Statement Checklist Revised L WI PC Annual Statement Checklist Revised P WI HMO Annual Statement Checklist Revised L WI Title Annual Statement Checklist Revised P WI Health Annual Statement Checklist Revised L WI CPA Audit Checklist Revised B State FormName Status Company Type CA CHSWC‐1 ‐ WOSHEF Fee Rpt Form Current P CT OS‐114 ‐ Sales & Use Tax Return PE 03‐31 Online Filing B CT OS‐114 ‐ Sales & Use Tax Return PE 06‐30 Online Filing B February 10, 2015 Form Updates and Changes CT OS‐114 ‐ Sales & Use Tax Return PE 09‐30 Online Filing B CT OS‐114 ‐ Sales & Use Tax Return PE 12‐31 Online Filing B GU Form I‐8 ‐ Stmt of Comm & Ind Liab Prems Current P HI CAP‐002 Questionnaire Current P HI CAP‐003 Economic Impact Current P HI CAP‐005 Inactive Status Report Current P HI CAP‐006 Minimum Required Capital and Surplus Current P IN Form IN‐3 ‐ WC Risk Pool Current P LA Fair Plan Emergency Assessments Report PE 03‐31 Spreadsheet P LA Fair Plan Emergency Assessments Report PE 06‐30 Spreadsheet P LA Fair Plan Emergency Assessments Report PE 09‐30 Spreadsheet P LA Fair Plan Emergency Assessments Report PE 12‐31 Spreadsheet P NM Surplus Annual Statement Checklist Remove P NM Contact Processing Form Current B NY Form FM‐11 ‐ Stmt of Premiums Current P PA AP1‐AP4 Unclaimed Property Current B PA Written Premium Call ‐ Compensation Rating Bureau Current P TX Life Annual Statement Checklist Current L TX PC Annual Statement Checklist Current P TX Health Annual Statement Checklist Current L TX Title Annual Statement Checklist Current P TX Form FIN123 ‐ Supp Filing County Mutuals Current P TX Form FIN138 ‐ Supp A for County Mutuals Current P TX Form FIN302 ‐ App for Cert of Authority ‐ HMO Current L TX Form FIN416 ‐ Appntmnt of Comm Frm RRG‐PGPC1 Current P VI Contact Person Form Current B State FormName Status Company Type AL Report of Premiums to AIUA Current P AR Antifraud Assessment Current B AZ Annual Health Plan Survey Current B AZ E‐478 ‐ Special Schedule P Current P February 3, 2015 Form Updates and Changes AZ MVNR ‐ Motor Vehicle Ins Current P BS Form A ‐ Stmt of Results ‐ Other Than Life Current P BS Form B ‐ Stmt of Results ‐ Life & Health Current L BS Life Fund or Policy Reserves Current L BS Qtrly Filings ‐ Gross Premium Tax PE 03‐31 Current B BS Qtrly Filings ‐ Gross Premium Tax PE 06‐30 Current B BS Qtrly Filings ‐ Gross Premium Tax PE 09‐30 Current B BS Qtrly Filings ‐ Gross Premium Tax PE 12‐31 Current B BS Qtrly Filings ‐ Life & Health PE 03‐31 Current L BS Qtrly Filings ‐ Life & Health PE 06‐30 Current L BS Qtrly Filings ‐ Life & Health PE 09‐30 Current L BS Qtrly Filings ‐ Life & Health PE 12‐31 Current L BS Qtrly Filings ‐ Other Than Life PE 03‐31 Current P BS Qtrly Filings ‐ Other Than Life PE 06‐30 Current P BS Qtrly Filings ‐ Other Than Life PE 09‐30 Current P BS Qtrly Filings ‐ Other Than Life PE 12‐31 Current P CA AIS‐RE ‐ Ann Info Stmt‐Reciprocal Ins Current B CA AIS‐SM ‐ Ann Info Stmt‐Stock or Mutual Ins Current B CN NU Premium Tax Current B CO App for Accredited Reinsurer Current B CT CT‐1120 EDPC Current B CT CT‐1120DA Current B CT CT‐1120FPnn Current B CT CT‐1120FPI Current B CT CT‐1120HH Current B CT CT‐IRF Current B CT CT‐SIRF Current B CT Second Injury Fund Paid Loss Surcharge Rpt Current P DE Annual Fees Assessment Form Current P GA Control Sheet for Publication Current B GA GID‐003‐RS ‐ Appointment of Attorney Revised B HI Risk Annual Statement Checklist Current P ID INS‐PTX‐LHGA‐NL‐Assessable Prem Current L ID WC Indemnity Payments Current P IL Motor Vehicle Theft Trust Fund Wkst Online Filing P IN Form IN‐10 ‐ WC Risk Pool Online Filing P IN Supplement to State Health Exhibit Current B KS Form K‐WC 92 ‐ Annual Loss Reporting Current P LA Filing Checklist Current B LA Form 1262.1 Unauthorized Ins Rpt Current P LA Form LWC‐WC‐1000 ‐ Annual Report of WC Cost Current P LA Form TC‐9 ‐ Property Tax Report Current P MD Annual Report of Fraud Related Data Current B MD Personal Property Return Current B ME Annual Rpt Supp ‐ Rule 945 Long Online Filing B ME Annual Rpt Supp ‐ Rule 945 Short Online Filing B ME Health Report Card Survey ‐ Bur of Ins Current B MI No Experience Verification Form ‐ CAOM Current B MN WC Acknowledgment Form Current P MP Annual Corporation Report Current B MS Form MS‐10 ‐ WC Assigned Risk Pool Online Filing P MS Residential Prop Underwriters Current P MS Windstorm Underwriters Insurer Report Current P NH Unlicensed Premium Tax ‐ Life Current L NH Unlicensed Premium Tax ‐ PC Current P NJ Annual Stmt Fees ‐ RRG Current P NJ Carrier Market Share Report Current B NY Computation of 206 Premium Base ‐ Life Current L NY Computation of 206 Premium Base ‐ PC Current P NY Form CT‐222 ‐ Underpay of Est Tax (Franchise) Pending B NY Form CT‐222 ‐ Underpay of Est Tax (MTA Surch) Pending B NY Form NYC‐FP ‐ Annual Rpt of Fire Premiums Current P OH INS7004 ‐ App for Cert of Authority Title Current P OH INS7005 ‐ App for Cert of Authority PC Current P OH INS7006 ‐ App for Cert of Authority Life Current L OK WC‐12 ‐ MITF Rebate Request Current P OR Form B ‐ Holding Company Ann Registration Stmt Current B OR Workers Comp Defense Legal Costs Rpt Current P SD Fire & Casualty Publication Stmt Current P SD Life Publication Statement Current L TN Foreign Surplus Lines Current P TX Covered Lives Rpt Frm & Health Benefit Plan Rpt Current B TX Form 25‐104 ‐ Surplus Lines Tax Report Current P TX Form 25‐105 ‐ Surplus Lines Prepayment Current P TX Form AS004 ‐ Overhead Assessment Exemption Current B TX Form FIN306 ‐ Officers and Directors Page Current B TX Form LHL660 ‐ Certificate of Compliance of Advertising Current B UT Accident and Health Survey Current B VA Credit Ins Experience Questionnaire Current B WA Loss & Expense Exhibit Current P State FormName Status Company Type IL Corrected P State FormName Status Company Type IL Current P State FormName Status Company Type NJ Current B State FormName Status Company Type NV Current P 2013‐2014 FormsPlus March 6, 2015 Form Updates and Changes WC Assessment Transmittal PE 12‐31 February 24, 2015 Form Updates and Changes WC Assessment Transmittal PE 12‐31 January 27, 2015 Form Updates and Changes Semi‐Ann Rpt of Tmp Disability PE 12‐31 January 20, 2015 Form Updates and Changes Summary of Prem Earned PE 12‐31 January 15, 2015 Form Updates and Changes State FormName Status Company Type CT Form SIF001 ‐ Second Injury Fund PE 12‐31 Corrected P IL Mine Subsidence Ins Fund PE 03‐31 Corrected P IL Mine Subsidence Ins Fund PE 06‐30 Corrected P IL Mine Subsidence Ins Fund PE 09‐30 Corrected P IL Mine Subsidence Ins Fund PE 12‐31 Corrected P January 13, 2015 Form Updates and Changes State FormName Status Company Type CT Current P Form SIF001 ‐ Second Injury Fund PE 12‐31 January 6, 2015 Form Updates and Changes State FormName Status Company Type CO WC113 ‐ WC Surcharge PE 12‐31 Current P ME WC Quarterly Report PE 12‐31 Current P NV WC Claims Activity Report Current P NV WC Insurer Information Form Current P NV WC Statement of Inactivity Current P NY Public Motor Vehicle Security Fund PE 12‐31 Current P State FormName Status Company Type VT Current L December 23, 2014 Form Updates and Changes Health Care Claims Tax