Hawaii Administrative Rules
Title 16 - DEPARTMENT OF COMMERCE AND CONSUMER AFFAIRS
Chapter 169 - ACTUARIAL OPINION AND MEMORANDUM
Appendix A - Reserves and Related Actuarial Items
Universal Citation: HI Admin Rules A
Current through August, 2024
| Asset Adequacy Tested Amounts Reserves and Liabilities | |||||
| Statement Item | Formula Reserves (1) | Additional Actuarial (a) Reserves (2) | Analysis Method (b) | Other Amount (3) | Total Amount (1)+(2)+(3) = (4) |
| Exhibit 8 A Life Insurance | |||||
| B Annuities | |||||
| C Supplementary Contracts Involving Life Contingencies | |||||
| D Accidental Death Benefit | |||||
| E Disability - Active | |||||
| F Disability - Disabled | |||||
| G Miscellaneous | |||||
| Total (Exhibit 8 Item 1, Page 3) | |||||
| Exhibit 9 A Active Life Reserve | |||||
| B Claim Reserve | |||||
| Total (Exhibit 9 Item 2, Page 3) | |||||
| Exhibit 10 Premiums and Other Deposit Funds | |||||
| Policyholder Premiums (Page 3, Line 10.1) | |||||
| Guaranteed Interest Contracts (Page 3, Line 10.2) | |||||
| Other Contract Deposit Funds (Page 3, Line 10.3) | |||||
| Supplementary Contracts Not Involving Life Contingencies (Page 3, Line 3) | |||||
| Dividend and Coupon Accumulations (Page 3, Line 5) | |||||
| Total Exhibit 10 | |||||
| Exhibit 11 Part 1 1 Life (Page 3, Line 4.1) | |||||
| 2 Health (Page 3, Line 4.2) | |||||
| Total Exhibit 11, Part 1 | |||||
| Separate Accounts (Page 3, Line 27) | |||||
| TOTAL RESERVES | |||||
| IMR (General Account Page ___ Line ___) | |
| (SEPARATE ACCOUNTS, PAGE LINE) | |
| AVR (Page ___ Line ___) | (c) |
| NET DEFERRED AND UNCOLLECTED PREMIUM |
Notes:
(a) The additional actuarial reserves are the reserves established under paragraphs (2) or (3) of section 16-169-4(e), Hawaii Administrative Rules.
(b) The appointed actuary should indicate the method of analysis, determined in accordance with the standards for asset adequacy analysis referred to in section 16-169-4(d), Hawaii Administrative Rules, by means of symbols which should be defined in footnotes to the table.
(c) Allocated amount of Asset Valuation Reserve (AVR).
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