Company Annual Statement Page 11
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59ANNUAL STATEMENT FOR THE YEAR 2014 OF THE Wilton Reassurance Company
EXHIBIT 2 - GENERAL EXPENSES
Insurance
5
6
1
Accident and Health
4
All Other Lines of
2
3
Life
Cost Containment
All Other
Business
Investment
Total
1.
Rent
2.
Salaries and wages
3.11 Contributions for benefit plans for employees
3.12 Contributions for benefit plans for agents
3.21 Payments to employees under non-funded benefit plans
3.22 Payments to agents under non-funded benefit plans
3.31 Other employee welfare
3.32 Other agent welfare
4.1 Legal fees and expenses
4.2 Medical examination fees
4.3 Inspection report fees
4.4 Fees of public accountants and consulting actuaries
4.5 Expense of investigation and settlement of policy claims
5.1 Traveling expenses
5.2 Advertising
5.3 Postage, express, telegraph and telephone
5.4 Printing and stationery
5.5 Cost or depreciation of furniture and equipment
5.6 Rental of equipment
5.7 Cost or depreciation of EDP equipment and software
6.1 Books and periodicals
6.2 Bureau and association fees
6.3 Insurance, except on real estate
6.4 Miscellaneous losses
6.5 Collection and bank service charges
6.6 Sundry general expenses
6.7 Group service and administration fees
6.8 Reimbursements by uninsured plans
7.1 Agency expense allowance
7.2 Agents’ balances charged off (less $
recovered)
7.3 Agency conferences other than local meetings
9.1 Real estate expenses
9.2 Investment expenses not included elsewhere
9.3 Aggregate write-ins for expenses
10.
General expenses incurred
(a)
11.
General expenses unpaid December 31, prior year
12.
General expenses unpaid December 31, current year
13.
Amounts receivable relating to uninsured plans, prior year
14.
Amounts receivable relating to uninsured plans, current year
15.
General expenses paid during year (Lines 10+11-12-13+14)
DETAILS OF WRITE-INS
09.301.
09.302.
09.303.
09.398. Summary of remaining write-ins for Line 9.3 from overflow page
09.399. Totals (Lines 09.301 thru 09.303 plus 09.398) (Line 9.3 above)
(a) Includes management fees of $
to affiliates and $
to non-affiliates.
EXHIBIT 3 - TAXES, LICENSES AND FEES (EXCLUDING FEDERAL INCOME TAXES)
Insurance
4
5
1
2
3
All Other Lines of
Investment
Total
Life
Accident and Health
Business
1.
Real estate taxes
2.
State insurance department licenses and fees
3.
State taxes on premiums
4.
Other state taxes, including $
for employee benefits
5.
U.S. Social Security taxes
6.
All other taxes
7.
Taxes, licenses and fees incurred
8.
Taxes, licenses and fees unpaid December 31, prior year
9.
Taxes, licenses and fees unpaid December 31, current
year
10.
Taxes, licenses and fees paid during year (Lines 7 + 8 - 9)
EXHIBIT 4 - DIVIDENDS OR REFUNDS
1
2
Life
Accident and Health
1.
Applied to pay renewal premiums
2.
Applied to shorten the endowment or premium-paying period
3.
Applied to provide paid-up additions
4.
Applied to provide paid-up annuities
5.
Total Lines 1 through 4
6.
Paid in cash
7.
Left on deposit
8.
Aggregate write-ins for dividend or refund options
9.
Total Lines 5 through 8
10.
Amount due and unpaid
NONE
11.
Provision for dividends or refunds payable in the following calendar year
12.
Terminal dividends
13.
Provision for deferred dividend contracts
14.
Amount provisionally held for deferred dividend contracts not included in Line 13
15.
Total Lines 10 through 14
16.
Total from prior year
17.
Total dividends or refunds (Lines 9 + 15 - 16)
DETAILS OF WRITE-INS
0801.
0802.
0803.
0898.
Summary of remaining write-ins for Line 8 from overflow page
0899.
Totals (Lines 0801 thru 0803 plus 0898) (Line 8 above)
11
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