HomeMy WebLinkAbout11-8030i.T1?G1A
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D,ERL AND COUNT'
.411, ?0?6 Civil
CERTIFICATE OF AUTHORITY
Casualty Effective Date: April 1, 2011
BAR PLAN MUTUAL INSURANCE COMPANY (THE)
NAIC NO. 29513
HAS COMPLIED WITH THE REQUIREMENTS OF THE LAWS OF THE COMMONWEALTH OF
PENNSYLVANIA RELATING TO ADMISSION IN SAID COMMONWEALTH FOR THE PURPOSE OF
TRANSACTING INSURANCE BUSINESS IN PENNSYLVANIA AND THAT THE ABOVE NAMED COMPANY
IS HEREBY AUTHORIZED TO TRANSACT THE BUSINESS OF:
Fidelity and Surety 40 P.S, s 382(cxl) Other Liability 40 P.S. s 382(cx4)
FOR THE YEAR ENDING MARCH 31, 2012, IN ACCORDANCE WITH ITS CHARTER AND IN CONFORMITY
WITH THE LAWS OF SAID COMMONWEALTH OF PENNSYLVANIA.
IN WITNESS WHEREOF, I HAVE HEREUNTO SET MY
HAND AND AFFD(ED ' MY OFFICIAL SEAL, THE
DATE AND YEAR FIRST ABOVE WRITTEN.
MICHAEL CONSEDINE
ACTING INSURANCE COMISSIONER
a'? S fG:c°p? t
C? 4 (?°aqY
aIP4 3%
Sunny Section - 03/1 0/ t 0
ATTORNEYS-IN-FACT AUTHORIZED TO EXECUTE BONDS IN CIM MATTERS
Surety Secxion Registration Number.
Full Corporate Name ofPeGtioaingSwety: The Bar Plan Mutual Insurance ComDanv
Surety's Home0IT=Address: 1717 Hidden Creek Court, St. Lon;A MA 63131
Surety's County Agent Upon Whom Process May Be Served:
Agent's Address:
Name of Surety's Attorney orRecord:
Attorney's Address:
Attorney's Phorie Number.
Karen McCarthy
Aneointine Of kw Name (Type) Appo9 f OtTiecr Sigaaaue
ATTORNEYS-7h FACT
'Name (Type)
Karen R_ McCarthy
J.
Kimberly M. Edgar
Cathleen P. Ahearn
3.
Deborah J.. Eller
4.
.5 .
6.
7. .
8.
9.
10.
111NIIIhlI1111111II1 111 IN IIII III
PROPERTY AND CASUALTY COMPANIES - ASSOCIATION EDITION
ANNUAL STATEMENT
FOR THE YEAR ENDED DECEMBER 31, 2010
OF THE CONDITION AND AFFAIRS OF THE
The Bar Plan Mutual Insurance Company
NAIC Group Code 1228 1228 NAIC Company Code 29513 Employers ID Number 43-1393691
(Current) (Prior)
Organized under the Laws of Missouri State of Domicile or Port of Entry Missouri
Country of Domicile United States of America
Incorporated/Organized 11121/1985 Commenced Business 01/01/1986
Statutory Home Office 1717 Hidden Creek Court St. Louis MO 63131-1826
(Street and Number) (City or Town, State and Zip Code)
Main Administrative Office 1717 Hidden Creek Court
(Street and Number)
St. Louis MO 63131-1826 314-965-3333
(City or Town, State and Zip Code) (Area Code) (Telephone Number)
Mail Address 1717 Hidden Creek Court St. Louis MO 63131-1826
(Street and Number or P.O. Box) (City or Town, State and Zip Code)
Primary Location of Books and Records 1717 Hidden Creek Court
(Street and Number)
St. Louis MO, 63131-1826 314-965-3333
(City or Town, State and Zip Code) (Area Code) (Telephone Number)
Internet Website Address www.thebarplan.com
Statutory Statement Contact Gregory Howard Klaus 314-965-3333.159
(Name) (Area Code) (Telephone Number)
_ ghklaus thebarplan com 314-965-8122
(E-mail Address) (FAX Number)
OFFICERS
President & CEO Karen Renee McCarthy Treasurer Richard Gary Steele
Secretary Ann Patricia Hagan
't
i
OTHER
Gregory Howard Klaus Chief Financial Officer Stephen Craig Couch Vice President Kimberly Marie Edgar Vice President
Patrick Michael O'Learv Vice President Cynthia Louise Pulvirenti Vice President Gavle Elaine Teqtmeier Vice President _
DIRECTORS OR TRUSTEES
Jerome Edward Brant Dennis Lee Gillen John Ritter Gunn
AnnPatrice Hagan Kent Owen Hvde Wafter Russell Lamkin
Karen Renee McCarthy Richard Garv Steele Chnstian Andrew Stiegemeyer
state of Missouri
County of St, Louis SS:
The officers of this reporting entity being duly swom, each depose and say that they are the described officers of said reporting entity, and that on the reporting period stated above,
all of the herein described assets were the absolute property of the said reporting. entity, free and dear from any liens or claims thereon, except as herein stated, and that this
statement, together with related exhibits, schedules and explanations therein contained, annexed or referred to, is a full and true statement of all the is and liabilities and of the
condition and affairs of the said reporting entity as of the reporting period stated above, and of its Income and deductions therefrom for the period and have been completed
In accordance with the NAIC Annual Statement Instructions and Accounting Practices and Procedures manual except to the extent that: (1) s law may differ; or, (2) that state
odes or regulations require differences in reporting not related to accounting practices and procedures, acconfing to the best of th ' information, and belief,
respectively. Furthermore, the scope of this attestation by the described officers also includes the related corresponding electronic fill h the NAIC, red, that is an
xact copy (except for formatting differences due to electronic filing) of the enclosed statement. The electronic filing may be request ul u of or Hon
to the enclosed statement.
Karen R. McCarthy Ann P. H
President & CEO Secretary Richards Steele
Treasurer
swom to before rh,e r a. Is this an original filing? ................. ...._ Yes [ j No [ X ]
d1 ay of b. Ono, ?? I 11 1. State the amendment number
..-.....:t
2. Date filed ..... ..................................04/12/2011
3. Number of pages attached............ 1
NotarY 0Wl6, NofarY Seal
2014
1,
IIINIIIIIIIIII?IN?IIIIIII??N?1116
PROPERTY AND CASUALTY COMPANIES - ASSOCIATION EDITION
ANNUAL STATEMENT
FOR THE YEAR ENDED DECEMBER 31, 2010
OF THE CONDITION AND AFFAIRS OF THE
The Bar Plan Mutual Insurance Company
NAIC Group Code 1228 1228 NAIL Company Code 29513 Employer 's 10 Number 43-1393691
(Current) (Prior)
Organized under the Laws of Missouri , State of Domicile or Port of Entry Mi
Country of Domicile United States of America ssouri
Incorporated/Organized 11/21/1985 Commenced Business
olrovlses
Statutory Home Office 1717 Hidden Creek Court St. Louis MO 63131-1826
(Street and Number) (City or Town, State and Zip Code)
Main Administrative Office 1717 Hidden Creek Court
(Street and Number)
St. Louis MO 63131-1826
(City or Town, State and Zip Code) 314-9653333
(Area Code) (Telephone Number)
Mall Address 1717 Hidden Creek Court St. Louis MO 63131-1826
(Street and Number or P.O. Box) (City or Town, State and Zip Code)
Primary Location of Books and Records 1717 Hidden Creek r,.,-
(Street and Number)
St. Louis MO 63131-1826
(City or Town, State and Zip Code) 314-9653333
(Area Code) (Telephone Number)
Internet Website Address www.thebarMan.com
Statutory Statement Contact Gregory Howard Klaus - --- -
(Name)
ahklausgPihebarplan corn 31
333-159
(Area Code) (Telephone Number)
(E-mail Address) 314-965.8122
(FAX Number)
OFFICERS
President & CEO _ Karen Renee McCarthy Treasurer Richard Gary Steele
Secretary Ann Patricia Hagan
OTHER
Gregory Howard Klaus Chief Financial Officer _ Stephen Craig Couch Vice President
Ki
Patrick Michael O'Leary Vice President Cynthia Loulse Pulviren0 Vice President mbed Marie Edgar Vice Pre
sident
Gayle Elaine Teglmeier Vice President
DIRECTORS OR TRUSTEES
Jeronbe Edward Brant Dennis Lee Gillen
Ann Patricia Hagan John Ritter Gunn
Kent Owen Hyde
Karen Renee McCarthy W after Russell Lamkin
Richard Gary Steele Chnstian Andrew §hs"meyer
State of Missouri
County of St. LOUIS SS:
The officers of this reporting entity being duly sworn, each depose and say that they are the described officers of said reporting amity, and that on the reporting period stated above,
all of the herein described assets were the absolute property of ffre said reporting entity, free and deer from any Was or claims thereon, except as herein stated, and that this
statement, t 2Ww with related ediltills, schedules and explanations therein contained, annexed or referred to, is a full and true swernem of all the assets and iabiWes and of tine
condition and affairs of the said reporting entity as of the reporting period stated above, and of its income and deductions therefrom for the period ended, and have been completed
in
accordance with the NAIC Annual Statement kbslructions and Accounting Practices and I'mcedum manual except to the extern that (1) state law may differ; or, (2) that ante
rulas or
respectively Ftions more, d ?enceS in reporting not related to accounting practices and prate, according to the best of their mkmnatIm knowledge and belief,
rest copy (except for form ' of this attestation by the described officers also Includes the related corresponding electronic flit with the NAIL. when required, that Is an
to the enclosed statement atting differences due to electronic fling) of the endosed statement. The electronic flit may be requested by various regulators in lieu of or In addition
Karen R. McCarthy
CEO President a Ann P. Hagan Richard G. Steele
Secretary Treasurer
Subscribed and sworn to before me this a Is this an original fling? _---°_-.-- Yes (X I No ( ]
day of b. it no.
1. State the amendment number _._....
2. Date
iled--._.-._....__......._.
3. Number of pages attached_..-._..
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
ASSETS
current Year Prior Year
1 2 3 4
Net Admitted Assets Net Admitted
Assets Nonadmined Assets Cols. 1 •2 Assets
1 . Bonds (Schedule D)...._._-.--....._..........._......-.-....-.----- .................._..........- ....._..............33,909,923
......
....._......_....
33.909.92
----....... 3 ...-..__....__.38.010,799
2. Stocks (Schedule D):
2.1 Preferred stocks .------_........._-`-- 0
2.2 Common stocks ................ ................ .--------------- ------------ ............._.........-..
... S. 980, 307 .._...........-..................
............ ..9.980.30
7 ._0
..... ....... ...__8, 213.333
3. Mortgage loans on real estate (Schedule B):
3.1 First liens.-
`.........-._0 ..._...-........_......_......_0
3.2 Other than first hens......... ....................... ..._....._..........._...°° U
4
. Real estate (Schedule A): ................--........_.._ _--..._._.......--....._..-.0
4.1 Properties occupied by the company (less $ ....................................0
encumbrances) ............ _ ............. _.............. ............................. ............ .... .. .............. ....... 1.872.773 ................... 1,972.773 .--.............1.896.74
9
4.2 Properties held for the production of income (less
$ ........ ....... .._.......-......0 encumbrances) ............... ..._.-__.....°--.. .' ------------------ ................... _0
4.3 Properties held for sale (less $ .... ............................ _0
encumbrances) ............... _.......................
...................... -_............. ........... . ............... ...-.... . ..._0 .........._...............----._0
5 . Cash ($ ........................714,253 , Schedule E . Part 1), cash equivalents
($ ......---------------- --------------- , Schedule E - Part 2) and short-term
investments ($ ....... _............. 4.680.013 , Schedule DA).--....... .... .......... . ....._.............5.394.266 ...5.394.266 . ...................3.143,535
6. Contract bans (including $ ...--....._-----._......._.... premium notes) _ .... . ............. ._................ 0
7. Derivatives..__ ................. --"--.-....... ...................... . ._0
8. Other invested assets (Schedule BA). ------------_..-----........---.....-'-----'---...... .......................
.._..----.-..-.---- A
9.
Receivable for securities ...----'----.................. ..-------........_..-._........._.._. ......
..------- --
0
10.
Securities
lendng reinvested collateral assets ..... ......... _._................. ......
... _._..._..._'..'-.'_`_. "-------......---"---
-
. ------ .........................0
11. Aggregate wrtteans for invested assets ..-........ -..... _.................... ......... 0
---•----....---.... A
0
12.
Subtotals, cash and Invested assets (Lines 1to 11)....... _..... -.......... -..... _
...._---.......--.....
__-.---.._.:-...-----......
..__..-.._...50.157,269 _A ..-...... ..50.157,269 .
. .....__..._....._._..-----0
....... ....... .51,264,416
13. Title plants less $ ._........... -.--.-_.._.---- charged o8 (for Title insurers
only) --....----.............. ......... ........... ..... ......... _. -0 0
14. investment income due and accrued ...... ............ ....... ....... _.......... ............ ....._................638.958 ......... .. ..-........ 235,975 _..._................
402,983 ... ... -................. 508,936
15. Premiums and considerations:
15.1 Uncollected premiums and agents' balances in the course of collection .................... 3, 686,312 ........... 61.161 3,625,151 -- --------- -------- 3, 061, 620
15.2 Deferred premiums, agents' balances and installments booked but
deferred and not yet due (including $ .._...._.__...... _...........
earned but unbilled premiums) _............ --........ ------- -................ ....._ ..... .......... --....... -..... -'---- ---'-•--'--------- .....__0 ......_..........0
15.3 Accrued retrospective premiums _.-.._._._.._.............................
16. Reinsurance:
16.1 Amounts recoverable from reinsurers ---------- ...-__---•..___-_- ---.-.-•---.47.852 _- - - ------ __,_- ....-._.......... _47.852
- .204,633
-__--------
16.2 Folds held by or deposited with reinsuredcompanies
16.3 Other amounts receivable under reinsurance contracts
.- __.__
_.._----•--- -_----111.672
.. .580
.......... -. _321.510
17. Amounts receivable refa6rp to uninsured pans .-----------_--_. .•„_----_-_
18.1
Current federal and foreign Income tau recoverable and Interest thereon - --
...-.____194.703
18.2 Not deferred tax asset _._-..___...._..._..._ _-_.3,577,792 2,530,657 _-_._-__..1,047.135 048,084
19. Guaranty funds receivable or on deposit .-....... -....._._._._ -_•_--- •----_._-317,710 -_-----._317,710 .............. 301.157
20. Electronic data processing equipment and software-----...-__....__- 076
_.._- 973 16.103
-----• A9. 0D4
21. Furniture and
equipment health care delivery assets
($ ) _..... -- --' - °--- - ----_----... ._.. ._98.460 _._.......................... . ........... ................. _0
22. Net adjustment in assets and liabilities due to foreign exchange rates
._._._ --°•------°---._ _
23. Receivables from parent, subsidiaries and aMfiates .-•-.----_..-_..-....-. _24.915
_...-
...._...-'---...... ._________.24.915
...
.................... 24.349
24. Health care I$ ) and other amounts receivable ._- ....._0
25. Aggregate write-Ins for other than invested assets _,.._..___309,259 _ n4,504 134.755 .122.771
26. TOW assets eudu6ng Separate Accounts
Segregated Accounts and
.
Protected Gel Accounts (Lines 12 to 25) 3.121, 730 . ... ........ -.•57,082, 812
27. From Separate Accounts, Segregated Accounts and Protected Can
...
Total Lines 26 and 2 59 201 978 3,121,730 56 080,248 57 082,812
DETAILS OF WRITEaNS
1101. ..... _..... ..-_.
--.-..--"-------_..._..... ----.-..-.....
1102.
1103. -..._. ....-----
1198. Summary of remaining wnteans for Line 11 from overflow page
1199. Totals Lines 1101 thnu 1103 plus 1198 Line 11 above 0
0 0 0
2501. DeduclibteRecalnble
-
-----
---- -• - 29,3
-------_ .
-
34
549
......... --
2502. DA and Accrued Service (large Fees - 105,390
- - -
.
222
--'..88
-
2503. Die from faployees -----------_--•- 44
.0 -
-- ,
0
---------••---..
2598. Summary of remaining wrbe-Ms for Line 25 from ovedbw page .._..
2599. Totals Lines 2501 On 25M us 2598 Line 2s above 309
259 17
, 4,5M 134,755 122.771
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
LIABILITIES. SURPLUS AND OT14FR FI INIIR
2
Current Year Prior Year
1. Losses (Part 2A, Line 35, Column 8) ........................................__..._..........._............................__........_......_. _16.897, 957 .....__.._.._.15.335,125
2. Reinsurance payable on paid losses and loss adjustment expenses (Schedule F, Part 1, Column 6) ............ ......................... ..._._.......-.......__.........-0 ...-.._..._.......-..._..._
...0
3. Loss adjustment expenses (Part 2A, Line 35, Column 9) ............................. ------- ............ 8,935, 975 . ..._9.727,109
4. Commissions payable, contingent commissions and other similar charges ........................................... . ................ . ........................ 117,019 ._..........__.......105,110
5. Other expenses (excluding taxes, licenses and fees) ........................._....._............................._........................._..._._............_ ......._.......-...__370.843 .......
..... 495, 720
6. Taxes, licenses and fees (excluding federal and foreign income taxes) .............................................. ._...-............._........._...._. ...........................11,712 .....
.......... (69,589)
7.1 Current federal and foreign income taxes (including $ ...................................... on realized capital gains (losses)) ............... . .......
7.2 Net deferred tax liability ...................................................... ....................................................................
8. Borrowed money $ ...................................... and interest thereon $ ............................ _..... -- .... _........ .--------- ------------------- - ----- ------------------------
------- ...................
9. Unearned premiums (Part 1A, tine 38, Column 5) (after deducting unearned premiums for ceded reinsurance of
$ ....................2,%8,435 and incllldmg warranty reserves of $ .------------------------------------ ) ------------------ _----------------------------- - .................... 5.334.422 ........
............5.741.661
10. Advance premium ........................ _ ................................................ ..................- ....................................... _..................... -............. .....
.................... 996.636 .... ............... 871.612
11. Dividends declared and unpaid:
11.1 Stockholders .............................. ................ ................................ ------.........-----......-----............__...-.........---._---....._..... .._..------...........
........-..
11.2 Policyholders ...................... ................................. _............ ..........-------...._......................----.......................__---..._...._'----- --.........-
12. Ceded reinsurance premiums payable (net of ceding commissions) ...... --...................................................................................... ............_....__.
687,072 ................. ....._698,905
13. Funds held by company under reinsurance treaties (Schedule F, Pan 3, Column 19)..._............ _...................................... __.. .........._.......................0 ..................
............... _O
14. Amounts withheld or retained by company for account of others ._._.._................ ..................... .................... -............_....--..._..... .........................22,215 ....
............. 85,872
15. Remittances and items not allocated ..... _.................. _........ .................... ............... ............................ _..........._._..-_........._.--..... ...--..._..__._....
.105.543 ................ _...... 149.217
16. Provision for reinsurance (Schedule F, Pan 7)........................................ ........................... _..._.......... _ ............... --.................... ........................
............ .. .......................... 59.600
17. Net a4ustments in assets and liabilities due to foreign exchange rates ._..._.._.._...._-_.... ............ ....... ........... _...._..-......... ..................... ................ .........
.... ..................
_..
18. Drafts outstanding ............................. _............ ......... ........ '--.'............ .... ........... ..... ---'""'......... -........ --....... -.......... .... _-- ......
............................... ..........
19. Payable to parent, subsidiaries and affiliates ........................... --....................--°---'-"------................------°-----..........._....---
-------------------------- 4,002 ............
.......................... 17.251
20. Derivatives .... -...... -...... --.... -....... _.................... ---....... -...... _-----._--------........ ----......_.-...--'-"---- .............- -'---......_.._.............-- .
`
---.............---...-
21. Payable for securities ....... -.... --............ ...---...._.`..--°----._.....__._...__..-.....---._...---..._...._._..._.....----------..._........
..........._._......__...-..... -
-....
.
........
-
22. Payable for securities lending ..... _....... _........ ...................... ....._....... _-....... ................. ......_-_..__..._...._-..__...................
...---......._..._............_._ ....._...._........
...
23. Liability for amounts meld under uninsured plans .-_.......... --'--.... -................. _..----'-----------°----.....---......__.----..__....... ..................................... --------
-- ...-_......_.......... -
24. Capital notes $ .....-. ............................ and interest thereon $ ---............. ...... ....... ...---........ .................. _..... ---._. .....................
................ ......... _.... ......................
25. Aggregate write-ins for liabilities ........ ._ ..... ........ .......... ...-....... ------'-"---....... _....... .......... _-_...... ..... ........................ ..... 348,131 305.221
26. Total liabilities excluding protected cell liabilities (Lines l through 25)..-___..--................................................ _._.... .............._...33,831,527 ...........
_...... 3,522,814
27. Protected cell liabilities .................. -'----------°`-_..... .............. _.---°-'....-""----'...-----"-.............. .....................
28. Total liabilities(Lines 26and27)-..._..__.....___......_-........_._._._____.......... _................................ _.°---- -'-----33,831,527 .._.33,522,814
29. Aggregate write-ins for special surplus funds __..-.-_.--'.-.-------.._.-..-.-.._---'------__. _ -
.
............ -498,878
....... -.............. 520.966
30. Common capital stock ......... _...... __--
31. Preferred capital stack
32. Aggregate write-ins for other than special surplus furds..-.._-,.-,•----,-..__..__._._.....__.-..._-___.--- ....-_-_...._...__...._0 .......................... __ 0
33. Surplus notes --•-----------_-...----..._-.-- x,020,222 ..... _........... 5.020,222
34. Gross paid in and contiixRed surplus -.__...--. ................... ...._--'-'--•-----.._-
35. Unassigned funds lwrplus)-------.--------.__...---------.--___ .-------'--••------------_.-_.. .............. ...16.729,621 ........... ...... 18,018.810
36. Less treasury stock, at cost:
36.1 ..-._--.._--........... shares common (value included in Line 30 $ .--._-_-.----....- ) -....._..._-------- ....... ------- .----------- _
362 shares preferred (value kwkded in Line 31 $ -_..-.__-------- ) ._------ -.---.. ...._---------- _...__.........
.._..._.._...
...... .............
37. Surplus as regards po9cyhoklers (Lines 29 to 35, less 36) (Page 4, Line 39) _--.....-.......................... _........... 22,248 721 23 559,998
38. TOTALS (Page 2 Line 28, Col. 3 56,080 248 57,082,812
DETAILS OF WRITE4W
2501. fAnranteeFund Payable ..._...--'---------- -'--___.--__.-_-.-.--- . .... -..... ..... --296,581
2502. Profit Omission Payable
----•--------'--__-:...-__-_ -. _..-_..---------....---___--- . .__.._._...---..-..__-- ------._..----'-__.0
2503. tlnclalaad Furls -_----._.-._-.--.-----
.-._?-.---.-._._-.-------'---•- _ 33.415
------ --_ .
..._.....- ---x,610
2598. Summary of remattning write-ice for Une 25 from overflow page _._--?.-----------°-----°------ ...__-_.-g
2599. Total Lines 2501 tfru 2503 plus 2598 Line 25 above 348.131 305.221
2901. SSAP 1011 Election J14justaent -_----_•°-------- --- -------- ---•176.178 .170.966
2902. Policyholder Contributiarts...--_--------__...-----..__-_-- _----.----._-_-_._--------'---'---.... _-._.__......322.700 . .... --....... --350.000
2903. _...-----------°---------_..--..._.------- -------------__-..._...---...._-..._.. .__
2998. Summary of remaining write-ins for Una 29 from overflow papa __-.?.-_...-.-------_-- ----._...---_-- - .--------------...---- '
---------.---._.._.0 . -----...___......----...._
.......... ............ ___0
2999. Total Lines 2901 thru 2903 us 2998 29 above 498.978 520.9%
3201. ........
--------
---'--------...-'----------------'---"----'---------...-- ' ---"-'-----------' - -...-'-'-'-----"""'-0
3202. ................
----°-------"-------------.-.-.-_--..-.--_..--'------...-...-----'
3203. --------._..-.._._.--------•------.-_._..-...--.--..-..--._._------'---------- .. --
._
3298. Summary of remaining write-Ins for Line 32 from overflow page _..-..-.-..-_-.-.----_.....----.-°---.----- ' -_.-.
--....._.....--'- -
_ - .. __.......-._0
...........-_..__..-.--
3299. Total Lines 3201 tflru 3203 Dkss 3298 Une 32 above 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
STATEMENT OF INCOME
2
Current Year Prior Year
UNDERWRITING INCOME
1. Premiums earned (Pan 1, Line 35, Column 4) ............................. .... .---- ._..---------- 10.964,112 _.___._...._11,947,279
DEDUCTIONS:
2. Losses incurred (Part 2, Line 35, Column 7) ................................_...._......--......_......._...._.....---_...._.._...........__.......... .4,927,524 ........... 1,939,038
3. Loss adjustment expenses incurred (Part 3, Line 25, Column 1) .........._..._.--...-. ............_......5,169, 758 ... ............. ._6.394,103
4. Other underwriting expenses incurred (Part 3, Line 25, Column 2) .......................................... ...........-........._..........__.............. ..........._.......4,191,201 ..........
.. 4.120,10
5. Aggregate write-ins for underwriting deductions ................. _..... ........................................................................ __.........-.- ......0 ...0
6. Total underwriting deductions (Lines 2 through 5)......_..-...------------------- 14,288,483 12,453,966
7. Net income at protected calls __.................. ------------------------------------------------------ _....... ...........................................
8. Net underwriting gain or (loss) (Line 1 minus Line 6 plus Una 7) _---------------------- ......._......__..-_.._...........- .....................................
............. _...(3.324,371) .....................................
............ .......... 1506,687)
INVESTMENT INCOME
9. Net investment income earned (Exhibit of Net Investment Income, Line 17) .............................................. .................... .----------- ----- ................. 1,115,115 .1,270,
610
10. Net realized capital gains or (losses) less capital gains tax of $ ..._ .................. ....... (Exhibit of Capital
Gains (Losses)) --........... ._..--............................................ .................................... ------..............._....--.......--............ 114,959) (210.747)
11. Net investment gain (loss) (Lines 9+ 10)..-......... --.-............... _....... _..................................... .........._.............-- .......... ........... 1,0M,156 ...............
.... 1,1159,893
OTHER INCOME
12. Net gain (loss) from agents' or premium balances charged oft (amount recovered
$ ...... _.............. _._.. - amount charged oft 9 ...... -.... .................... ..... )...... ............... ................... ........... .................. .........-
13. Finance and service charges not included in premiums ........... ......................... _........... -...... ....... _......... ..... ......... .----------------- - .. 237,159 ................
........ 223,061
14. Aggregate write-ins for miscellaneous income ................... .... ..................... ....... .... .............................................. .................... 12,530 21,386
15. Total other Income (Lines 12 through 14) ............................ _...._......._._-.._._._._._..................-......._-----.....__..-........._...._..--- 249,689 244,447
16. Net income before dividends to policyholders, after capital gains tax and before all other federal and foreign income taxes
(Lines 8 + 11 + 15) __ ............... ._....... -...__._................ _._.................. _...._...--_......---' ---'----- -............. ............ --.... ...................
(2,074.526) .................... 797.653
17. Dividends to policyholders...... _-........ __.................... _.
18. Net income, after dividends to policyholders, after capital gains tax and before all other federal and foreign income taxes
(Line 16 minus Line 17) ................................... ........................................................ -.........._....------•........................ - --...............
(2.074, 526) . 797,6M
19. Federal and foreign income taxes incurred ._----- ........... .... ----'--...................................... _....._........_.._............_.._... (53,082) 27.150
20. Net income (Line 18 minus Lim 19)(to line 22)............ _._....... __._....__...___....._..... _..... .... ......... ................................ (2.021,444) 770 503
CAPITAL AND SURPLUS ACCOUNT
21. Surplus as regards policyholders, December 31 prior year (Page 4, line 39. Column 2) ............ _._..... _ ...... ...----------- __..------ ---------------- _23,559,998 ...................
M.250,608
22. Net Income (from Line 20) ....-._.-....._...._.._......_...._.__......._ .....................-......_._..................._....._.._...................._._............ ...............--(2,021.44
4) ........................770.503
23. Net transfers (to) from Protected Cell accounts ......... ----..... --................ -......_..__........---------------....._....._....................-----
24. Change in net unrealized
capital gains or (losses) less capital gains tax of $ ....... ............ .... 332.455 --.------------ _._---------
-------- .--------------- 613,077 077
.............. -----1379.625)
25. Charge in net unrealized foreign exchange capital gain (foss) ....... .... ..-_....-....... -.._............ _...... ___.._----- .--.--------- - _.
26. Change in net deterred kxome -.................... _......... _.._..... -........ -........ ....... -._- ........................784.990 ....874,871
27. Change in nonadmitted assets (Exhibit of Nonadmihed Assets, Una 28, Col. 3) _.___....._.._._.__.._.-------------------- _-....-.-. - ------- ----------- 1720, 200) .................
_..1939.995)
28. Charge in provision for reinsurance (Page 3, Line 16, Column 2 minus Column 1)...... ___.----- ----- __-....---------- ---------- --'-. '---- .............-.59,600 . .................
--..(29,600)
29. Change In surplus notes .....-----......... --'----__-..... -..... ............... ..... -....._--------------- ...._.._..------ ..............--.....
.
30. Surplus (contributed to) withdrawn from protected calls .._....___.___-__._._...-.._----------- ---------- _.._.._----- .--_.........---......... ....._..
. .....--......_........._
..........
------- _._.._----
31. Cumulative effect of changes in accounting principles ___.-_......._..._._.-__....._...-............ -................ ........... _° _....-._...._---------------- ...
32. Capital changes:
32.1 Paid In -'-.... -----°-----...___..-..__.-._--...-_._-__.._----°--------------°-----•-------....
-
32.2 Transferred from surplus (Stock Dlvklend) .-....___..-..._...._._._._._._..___...__........_._....._....... -....... _......... .... -
_.
32.3 Transferred to surplus ............ ----_....._._._.__....-____..__..-.....--._--..-..-._......_........_._._ ............... __... ..........
33.
Surplus adjustments: .. ....... -'----..._ . . ................ ........
--
-
33.1 Paid in ---- - --'------- ---- --- -_._ - .--- ---. -.._ - ---.... --- -- ---- - -.-.._... - -........... (27, 300) ..
_ .. .. --..... ...... -(32.800)
33.2 Transferred to capital (Stock Dividend) ------•,-•.---_
33.3 Transferred from capiW -_-....
34. Net remittances from or (to) Home 0lrice .-_..______-.._.....__..__.._-_.__....___.....-.__.__.__._..--- -._._....._
35. Dividends to
36. Change In treasury stock (Page 3, Lines 36.1 and 36.2, Column 2 minus Column 1) -_------....-----_--------- - --...-----------
--------...-.,_____g -
-------...._....__0
37. Aggregate wr te4ns far gains and losses in surplus
0
46.036
38. Change in surplus as regards policyholders for the year (Lines 22 through 37) (1,311,277 309,980
39. Surplus as regards policyholders, December 31 current year (Line 21 plus Lire 38) (Page 3, Lkre 3 22,248,721 23,559,998
DETAILS OF WRITE-4NS
0501.
-----'------------------------...-....-...-_.._-•---__-......-...-'----_._....__..-'------...-'---....--- --
0502. .--------'-----.-..---'..'-'---...._-----'_..------------ - "-•--'--..._.....-_...---_. - --'--'-'------------0
- -'-'
0598. Summary of remaking write-Ins for Una 5 from overflow page 0
-....
0599. Totals Lim 0501 thru 0503 plus 0598 (Une 5 above .- ..0
0 0
1401.
1402. Miscellaneous ----....._-....-- .- - -'---'-'--0
1103.
1498. Summary of remaking wdte4ns for Line 14 from overflow page 0 - -
-.__.
1499. Totals Unes 1401 thru 1403 plus 1498 Line 14 above ...
12.530 ...._.__0
21,386
3701.
3702. Prior Year Tax Period Adjustment -._-
__-__,-_-_---_•
3703. 48,036
3798. Summary of remaktkg write-ins for Line 37 from overflow page
- ------------- -
3799. Totals (Lines 3701 thru 3703 plus 3798 (Line 37 above 0 46,036
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
CASH FLOW
Cash from Operations
1. Premiums collected net of reinsurance .............................. ....... ................................ -._ ............................................. ...................
_. ._................ 10.090,756 ...._ ...... -.-.... 1,406,370
2. Net investment income .....--__.......... ........................................................................................... -............._....................._.............. ..........
..........1.166,703 ...... ............... 1,484,743
3. Miscellaneous income ............................................ ...............---......_..................................._...._'-----------------------.-_.._........._..._. 249.689 244.447
4. Total (Lines 1 through 3) .......... ............. ................ ........ -------------- ----------- ......-------------- _..........._._....---- ....------........... ........___..... 11.507.1
48 13,135,560
5. Benefit and loss related payments ............................................... ...................... .............. ............ ...-......__.....3.207.911 ....... .-.__.....3.921.883
6. Net transfers to Separate Accounts. Segregated Accounts and Protected Cell Accounts ............. ......_..........--._........._....-.-_. ......_............._............0 ....... ......_-.._-_.
._..._0
7. Commissions, expenses paid and aggregate write-ins for deductions....._..._........ .....____._..10,200,313 ....... ...........11.035,101
8. Dividends paid to policyholders ............................... .....-
9. Federal and foreign income taxes paid (recovered) net of $ ...................................... tax on capital gains (losses) ................. 0 (265,208)
10. Total (Lines 5through 9)------------------ -............. ...... -............... .............. _ ........................ ........... ...... --......... ......... ....................... 13.408
,224 14,691,776
11. Net cash from operations (Line 4 minus Line 10) ................. _................. .... ........_'-'.--_.......-_-..__-.___--__ if rot n7s1 n xm erah
Cash from Investments
12. Proceeds from Investments sold, matured or repaid:
12.1 Bonds ..._.......... _ .............................................................. _................ _..........
.......
12.2 Stocks ......................................... _......................... _........._.._.............._....-........_
12.3 Mortgage loans ....-- ......................... _....................
12.4 Real estate ........ ....................
12.5 Other invested assets ............ ............ .........
__-----......--------_-----_-__
12.6 Net gains or (losses) on cash, cash equivalents and short-term investments
12.7 Miscellaneous proceeds ............. .... ..................... ......__....._..-....-__...........
12.8 Total Investment proceeds (Lines 12.1 to 12.7) ....__....._......__._-....__........
13. Cost of investments acquired (long-term only):
13.1 Bonds ---...................... ---.... ----_................ ---°-----.........----.__--.-------
13.2 Stocks ...... _ .............. -._...... _.... _..... .-.._.... ....... --._._.-.__....._..._.--...._..
13.3 Mortgage bans ....... ......................
13.4 Real estate _.._......... .......... _.-...... ....... _....... -_...... _......
___.._.._-..-
13.5 Other invested assets ...-.....-._---.._._.......?__.__._..__..-..-_'--..
13.6 Miscellaneous applica0ons
13.7 Total Investments acquired (Lines 13.1 to 13.6) ..... ..........
14. Net increase (decrease) in contract loans and premium notes--__
15. Net cash from Investments (Line 12.8 mbus Line 13.7 minus Line 14)-.---.
Cash from Financing and Miscellaneous Sources
16. Cash provided (appled):
16.1 Surplus notes, capital notes _..'-...... _....... .......
-.___.__..-._....-.-.-.'-._..._.
16.2 Capital and paid in surplus, less treasury stock _---,_---._„-,?-,_"---------'-' -'--
16.3 Borrowed funds.___._.._-..... 16.4 Net deposits on deposit-type contracts and other Insurance eabf88es ...__._,........_._....----.-
16.5 Dividends to stockholders ........ 16.6 Other cash provided (applied)
17. Net cash from financing and rill"Jansous sources (Lines 16.1 to 16.4 minus Line 16.5 plus Line 16.6)
0
RECONCILIATION OF CASH, CASH EOLIIVALENTS AND SNORT-TERM INVESTMENTS
18. Net charge In cash, cash equivalents and shod4erm investments (Line 11, plus Lines 15 and 17)..--. __...._--'-...._ 2,250.731
19. Cash, cash equivalents and short-term investments:
19.1 Beginning of lraar.--•-"---- ?..-._._.----------- ---... ------ 3,10.535
.8441
01
.344
Note: Suoolernental disclosures of cash Row Information for non-cash transactions
h 1 _
5
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
oeor.
1 2 3 4
Uneamed Premiums Unearned Premiums
Net Premiums Dec. 31 Prior Year - Dec. 31 Current Premiums Earned
Written per per Col. 3, Year - per Col. 5 During Year
Line of Business Column 6, Part 18 Last Year's Part 1 Part 1A Cols. 1 . 2 -3
1. Fire ................................ ....._.-.................... - - _0 _._..0 ....... .... ......._........0 .--.-.._.........-.._............0
2. Allied lines ......_-...._...................0 ......._.....-..__-_-_.-.-.--0 _.....-...._._-......_.._..._0 ..-.-_..-........._..._......-..0
3. Farmowners multiple peril .._ ----------------------------------- --_............................... . ....................... .....---- ...----- .__............0 ......_0
4. Homeowners multiple peril ..................... .--`-............................................ . .................-_......----..0 ._------....---.-.............0 ....-...___-__-----..........0
-..........-_.-.....-...._-......0
5. Commercial multiple peril ............................................................... -----.... ....__...._............._.......0 .-..-.........--...._...-...-.._0 -.........-...----..-....---
---0 - ---...._........------..-_-..0
6. Mortgage guaranty ................................................... ..... -............................. . ......... .--------------- ----- __0 ..-.....-------..-..-------_0 .......----...-.....
.._........_0 ...._.--------._---.......0
8. Ocean marine ...................................... ----------------------.._-..........-----°------ .___._---.........__....---0 ----------------'---.._0 ..._........_......-..-........_0 ..----_
........_...----.......-.0
9. Inland marine ................ _ .......................-°._._............-....----....._......---.... -.....-------..-...------.-0 .--................-------....0 -._....._......---------..__0 ..
...-...._............._...---0
10. Financial guaranty ......... ....................... ...................................................... .... ------------------------------ 0 ..._0
11.1 Medical professional liability -occurrence ........................... -..................... .......... _....................... 0 ---.-_-,................_.._.._0 .......-._.._.--..........__.
_0 .........__......_..-...._-_.0
11.2 Medical professional liability - claims-made ................................ _............ . .._............................... 0 ............... .....-...----......0 .......---_........_._....
....0 ...............----_....._.....0
12. Earthquake'-.-...................................' ........._-................._._......__...._.... ..........._.._.........._.._..0 ........... --..........._0 ..-..._...- .........°
-..._0 ...._...---....-....° ....0
13. Group accident and health ......................................................... _....._........ .........._._....._..._........0 --....-----.0 ........_-......_----_......._0 ._........._-_..
---.-.........0
14. Credit accident and health (group and Individual) ............................_....... ........_....._..........._.....0 ..... ................. .._.....0 ...................................
0 .....--._.........__............0
15. Other accident and health ................ ..................... -._....... ...... _..... -.... ................ ............... 0 ........_.._-..-.....--'---_.0 .............--....._--'-..-0 ...
.._.........__...-........-0
16. Workers'compensation.............. ............... .-..... --............. -..... ...... ..._....._.........--.......... 0 __............'-----......_°0 .....................0 ....._.............
..._----...0
17.1 Other liability -occurrence ........ ............................. --....---.....---`-----....- '--'---.......--'--'---......g ------...-._...............---0 ..--`------......-----.......-..0 .
.----..._..-----------...._.0
17.2 Other liability -claims-made................... ........................... ...._.___...-- ._._...._...-10,430,196 ................... 5.667,429 ....... ............ 5,258.565 --._..........._10
.839,060
17.3 Excess workers' compensaWn ................... _................... _................ _..... - ................. .-.....-........ 0 .... ............. .......... .... 0 .........................
....--.._0 ....................._......_...0
18.1 Products liability - occurrence ........................ ......... ..... _.... __............ _.... ................................... .............. ......... .......... 0 .--'---..._........-
-....._0 0
18.2 Products liability -claims-made ------ ------ ............. ....... -....... ........ _.._. .---'---........... ........... 0 ..... ...... ...... .............'0 -.--........._..................
0 ....._..---.._.........---..._0
19.1, 19.2 Private passenger auto -.... .......... ......
19.3, 19.4 Commercial auto liability .................. ..... ....... ------_....-.._-----...... --............... ------------- a -..... ---'--..-.........__0 .-......------°-.........._0 .---....._
._........--'-_....0
21. Auto physical damage ............ _._.... _.----.---_-.-----'----
-' --....-- --.0
_..--...................... 0
22. Aircraft (all perils) .................... --•--•-----.-.-----.?..._._..----- ...._..----.... ...... 0
23. Ftdeltty..._-......................
-..._..----_....------•-----.
._. _. -------..-0
---._.
24. surety -- -- -' - --..... - ---- ----- -- ----- -
-...- -126.617
-----'-- - ._.
'-----°----_74.232
]5.857
..125.052
26. Burglary, and theft-----------..-.._.-----•----------- -----...._.._..._._.....0 ._.__.-------...........0 .._...----....__....--
27. Boger and machinery --......... .-.......... ---------_.__..._..... ---.... ..--......... -._....... _0 ....0
28. Credit .-.................................... - - - ------- _ - - -- -°- -'---0 --- - ...--' - -0 .........0
29. International ....... --............. -......... --....._.--------•---._..-..------'- _0 0 .---...__..........---...._....0 ...--•-------------....---.0
30. Warranty -'---'----.---
31. Reinsurance - nonproportional assumed property -•--•-_,-_--_-... -
32. Reinsurance - nonproportional assumed liability ...... -._._._._._.:..
.-..__........ - -- 0 -
----.-..... -.............. 0 .
_......._._0
- _.......
33. Reinsurance - no npmporfional assumed financial tines -.-..,_--.-•- _--...-_.._____ 0 ,_._0
34. Aggregate write-ins W other lines of business 0 0 0 0
35. TOTALS 10,556,673 5,741,661 5,334,422 10,964 112
DETAILS OF WRITE-INS
3401. ---------------- ---- ---------------_...-._---------'-------'-
3402. -------------'-----'--------•-------.-.-.------._.._.-...
3498. Summary Of remaining write-ins for Lkle 34 from ovedlow page - . _.-...__ ._.__ .....0
3499. Totals Lines 3401 tfnru 3403 plus 3498 Line 34 above 0 0 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
DART r A OG/.A
1 2 3 4 5
Reserve for Rate
Amount Unearned Amount Unearned Credits and
(Running One Year (Running More Than Retrospective Total Reserve for
or Less from Date One Year from Earned But Unbilled Adjustments Based Unearned Premiums
Line of Business of Policy) a Date of Policy) a Premium on Experience Cols. 1 + 2 + 3 + 4
1. Fire ......._.-_-..---___
2. Allied lines ..... -.................................... _..-`-------- -...-..-...._..__-...--...........- - ..__........-..--...._.._------. . .....-...-.._.......-....-....-..-` ----'---------..
-_.......---. 0
3. Farmownersmultiple peril ......................... -------- -- ---------------- ................ __ ............... ........._._.._--- ---`-..-..-°---_..-....-.. . -...._-.-...........---...-.....
._. _----_.-.-.-...._....--0
4. Homeowners multiple peril ................................ .. .._--_.......-..........._.._.... ._-.__-..._---___.---- ...---- ....-__....-._._-.._._.0
5. Commercial multiple peril .................................. .. .._................................ .-....--...__-..-...-_-...- ---- _ ----.-_-.._....-..._.-........ .--............_-_-..-_.--....
.. .._.....-.........-.......-._.._0
6. Mortgage guaranty -------- ------------------------------ -..... . -'._-._-----..... -
e. Ocean marine ............... ...................-------........ ...---...-.--..__..----.-...---..... ._.--_........_..._....---..--.0
9. Inland marine ......... _.......-._.--..._....-...---._.__.-- ------....__-- ............... .......-°------....-_...._-... -_...._........__..-.-.-__-... ..--....._.-------..._......-. -..._.....
..-........----.......0
10. Financial guaranty .......... .........._------- .---- ..-.. ..--..----..-..-.-....----------- ..-. ....__.----------- ...-.-.------ . ._--.._-.......--_-........._0
11.1 Medical professional liability - occurrence ........ . ................. ................__.. ................ _................... ------------- ._...-.-......... ...... -------------
........ _...... -...... ---- .....------------ ..------------ 0
11.2 Medical professional liability - claims-made..... .. ............. ...-.................... .... _............................... -------- ............_...---......_. ........_..........-.--..-
.._.._0
12. Earthquake --....................................................... . ..---._...-_-.............._.----..
13. Group accident and health ................................. . ..................... _.._.......... ................ ._-...... -........ ----------- ----------- _ ............ .......--------
--.-.-.-.----- ..--... ........ ..... ......._.-..._-.--.0
14. Credit accident and health (group and
individual) ................... -........... -......................... . ..............................`---. ..................................... ........... .-.-.-............ ....... ..-'-..---..
.. ...................... ------ ........... ..------------- ..0
15. Other accident and health ............. ................ '- .................. _..... ........... ..... ..............._...-.......-'-- --........_.._-._-.....-. _-....'---.....-.-..----.__"-'- .
.
.
0
---..-.
16. Workers' compensation ......................... ........... . ......_.........._.----"'-"' ..... _._........................... ...._.-_.---.-...------ ------ .-... ...................
.............. ... .
..
_-------°-'--.._
.............. ............. ....... 0
17.1 Other liability - occurrence ........._ ..............._.
17.2 Other liability -claims-made......... .................... . _................_4,481,975 --•---.--........_776.590
..._...............................
.................................. _.
._................. 5.258.565
17.3 Excess workers' compensation..........-.......__ ... . ......... ....... -__........... _ ......... .... ._......_.....---.-. _-...--.--_.._..-...----.....0
18.1 Products liability - occurrence ..... ..... .............. _. .._._........... ...... --..... ----...-..............-------0
18.2 Products liability -claims-made.......... .......... . ............... ..... _._.._...._ -"--..--......_..._..._0
19-1.19.2 Private
passenger auto lability ........... ...... ---
...-.-..-_...._-..._.......
19.3.19.4 Commercial auto liability ................ ................... .. _._...... ............. ------- --0
21. Auto physical damage ............................... _....__. .-'._ .................... -_... .... _.... ....... _..... _.......... ............. .... .... ........ .... ...............
--......... -°-- --'---........-.-.-............-0
22. Aircraft (all pants) ................ .... -'-"-............... --'-'-......... -........ .... .............. _..... _--...-"- -------......--'-----........__. ..._._.---.........------.......- -
-----....._.------'----....0
23. Fidelity ................ -....................... ........- '
24. surety ................................. _..._....-•.................
_ 75.857
....__.--"----
.................. --
-......
-.......-..75.857
26. Burglary and theft ........ _................ _._...-_..._. __---_...._................
27. Boiler and machinery ..._........................... -..' . ...__................ -------- ..................................
28. credit ......._"- ..............................
--_...--'---
-._...-----......__.-_-...
..-..-..__-....----...--'
--'-'--------....._...-_----
........--...-----.._........
..------....-'----........__.0
29. International .'-'-'-"-•'--"..--....._-' ----
30. Warranty _................... ._.....
31. Reinsurance - nonproportional assumed
-
--._^.-°--"--•
32. Reinsurance - ro
none portional assumed
33. Reinsurance - nonproportional assumed
financial lines....... _........ _?_-._.-_._-.. -.-_.__...-...-..... ..-'---._._._-........_. ..._....._-_.._...._._... '-'-'._......._._.-...-
34. Aggregate write-ins for other lines of business 0 0 0 0 0
35. TOTALS 4557 832 776,590 0 0 5,334 422
36. Accrued retrospective premiums (lased on
37. Famed but unbilled
38. Balance Sum of Line 35 through 5,334.422
DETAILS OF WRITE-INS
3401. .__._.........
_---.-....._'---........__..-__...__..__._-
3402. ._---.-__._ -------------------------- _-.__.-.____.___..-..
3403. ....... .....
._.._--._. _
3498. Summary d remaining write-Ins for Line 34
from overflow page
3499. Totals (Unes 3401 thru 3403 plus 3498)(Une
34 above 0 0 0 0 0
tai blaze there oasts or computation used In each case Daily Method
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
PACT 1P PCC- h-rrnr?.
1 Reinsurance Assumed Reinsur ance Ceded 6
2 3 4 5 Net Premiums
Line of Business
Direct Business a
From Affiliates
From Non-Affiliate
s To Affiliates
To Non-Affiliates Written
cols. 1.2.3-4-5
1. Fire
.
...
............... .......... ._....._
2. Allied fines .
.
.
....................... .......__.... .........................._....... .........._...................0
3. Farmowners multiple peril ................ . ........
......................... ..................................
_.._........._............._.
-__............_._.._-...0
4. Homeowners multiple peril ............... .................................. .....................
5. Commercial multiple peril ................. .
........................._...... ................................. ......... ....... .......... _..-------- ......... ...... ....._0
6. Mortgage guaranty............................ . .---..._.....__..............
8. Ocean marine .... _ .............................. . ---------------- -------------- -. --"---.........---....------
9. Inland marine ..-
--------- __......._
...
................................. ........_..___...__.-.._0
10. Financial guaranty ............................. . ................................ . ......................... ......... ......
11.1 Medical professional liability -
occurrence ....................... _'--........... ................-._...._..-_. ............................ -_' ..--------...-----....---. ....__..........___......... ...._---...._..-`--...._..
11.2 Medical professional liability -
claims-made -------- _ .............._.....----- ---------------------- _--------- ................................. ................................. ........... .............. .---... 0
12. Earthquake ..............-.-.................._._ ................................... ................................. .............. ...... ........... ... .0
13. Group accident and health ................ ................................. -__.................. ._...----.._.-....-----. _.-----._......__........0
14. Credit accident and health (group
and individual) .................................. .._....._..._.------._._.. ................ _.... _....... .._........... ................. ....._........._0
15. Other accident and health ----......... ..... ------.............. ........ -----........... ........................... __.. .._.....-------.........._.... _--'----'-' ....0
16. Workers' compensation ............... ..... ....... ..... ..... ..._..... ... ..... ........ -........ - ._----"'--------....- --...._.._...........___ ._......-"----'......--
17.1 Other liability - occurrence ........ -- .-.-'--...._. _. -
17.2 Other liability- -..--.-16,958,397 ..... .... -_........... .._......................... ................................. ....... -...... 8.528,201 ....... ...._.10,430,196
17.3 Excess workers' compensation ......... ............ _............ _..... --'-........... ..... --...... ...................... -......... ...... .......... ____.......... ....0
18.1 Products liability -occurrence _...__. .... __ ......................... .-._...._.................. . _.... ..-_._.._...._..." --"----........_..----..._. ....------........._........._0
16.2 Products liability -claims-made ........ .... ............. ...... _...... ..... ..... ......... --........ .. ..................... ----- -._.-'-- -_0
_.......__-----.....--
19.1, 19.2 Private passenger auto liability ......... ............ .............. .
.......................__.....
._............................ .
............... ............
19.3. 19.4 Commercial auto liability .-.............. .................. ..... _.... _ ..._....._._-........ .... ......... ...._..._.......... ............. ................
21. Auto physical damage ...... ..... ....... .. _............. -' _
Aircraft (all perils) ....... ............ _..... _. .
23. Fidelity .... .......... .... _._ ...............
24. Surety .....---........-........---- 270.392 -...... ...... 143.715 -- --- - ..126.677
26. Burglary and theft --........ .._.--- -._-._..__........ -
'- -
27. Boller and machinery ............ -...- .._--------' ---------..-.-- -_.-....... ----- ----'°------..-. -0
26. Credit
__....-----._....._.._.._-___...
._'_-'--'-'---
.-...-..__-.._-
---...._........_..__
.--_...._.._.._.__...
._....._-.._....._-
_._-......._._.-.0
29. Imemational ._...............
30. Warranty -"'-------- _-------------- ---------
--- .-.
31. Reinsurance - nonproponionad
assumed property ................ ---•- -....-........... -
32. Reinsurance - norproporlional
assumed lability.....---_--.- ._._..__J000__ . ...___..-.__.--. -._--......--.-• A
33. Reinsurance - nonproportional
assumed financial Ines........-- - _._.-7DCC__...- ___._._._.....-_°- ---'-------'---_.--..-- ' ---------'---'------- ' ---•--'--___....._ ---_0
34. Aggregate wrfteans for other Ines of
business .-----....... _-___-- 0 0 0 0 0 0
35. TOTALS 11,2217W
0
0
0
6,671,916
10,556 873
DETAILS OF WRI
TE-INS
3401_ F
3402. ..._......_..
3403.
3496. Summary of remaining write-Ins for
Line 34 from overflow page.-.-.- -•----_--..0 .. ---._._-._0 ._ _.._-- _- _-.._.0
.
-_---"-'-'--'0 -
-'----------"0 -- __......._0
...'--"------
3499. Totals (Lines 3401 thru 3403 plus
3498 Lire 34 above 0 0 0 0 0 0
(a) Does the company's direct premiums written Include premiums recorded on an Instalment basis? yes l I ND f X I
It yes: 1. The amount of such instalment premiums $ 2. Amount at which such Installment premiums would have been reported had they been reported on an annualized basis $
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
r-An I [ - LUJACA MAID ANU
Losses Paid INUUHKtU
Less Salvage
5
6
7
8
1 2 3 4 Percentage of
Losses Incurred
Net Losses Unpaid Losses Incurred (Col. 7, Pan 2) to
Line of Business
1
Direct Business Reinsurenee
Assumed Reinsurance
Recovered Net Payments
Cols, 1 . 2 -3 Current Year
Part 2A, Col. 8 Net Losses Unpaid
Prior Year Current Year
Cols
4 . 5 - 6 Premiums Earned
Col
4
Part 1
_
....
.
_
.
..
...
_
.
_
...
.
..
.
......
_
_
.....
.
.
._......
AA. Alle_led lines lnes. . _ _ _ _ - _ _ _ .. ............. ... ..................0 0 ..................---..............0 .
0 .
,
................................ 0.0
....
..
_
_
...
_
.
..
_
..
...
.
..
....
...
..
.....
...
.
.
.
. -
- ...................
_...._.._.............. .....
3. Farmowners multiple peril..__.._._..._... _......
_...... ._........_...__..._._
...._........_..............
.---....--.. --.....................
...................................0
.......... ......................._0
................................... 0
................................... 0
...............................0.0
............. ..
4. Homeowners mu" peril 0 ....................... ............ 0 ...................................0 .................. -................ 0 ................................ 0.0
-......_......--................. ....... _....... __..._..__._ ................
5. Commercial multiple peril .............................. ....0 ...................................0 ............... .................... 0 ...................................0 .................
...............0.0
Mortgage guaranty .._.--_..__. _. ........................ 0 ............................... 0 ..................................0 ...................................0 ...... ' .......
...........0.0
.._....-.......... _.---.-........ _...................... _ ..... ........................ ................ -0 ...................................0 ...................................0 ...........
................ 0
. ................................ 0.0
9. Inland marine _ ____
..._...-.............................. .......
10. Firmicial9uaraMY-_. ........_.____
_
__.__............---------- ..-.----____..._._......._. _.
.
• pnofssslonalliability -occurrence ..... .-.-._--.----.--. ...................................0 0 0 0.0
..............................
. _...... ............. -.-----......_._-•-•----.-.....-..... _._
11.2 Meddd professional AebAlty- claims-made ........... .-...---............. ........ .................. -....... ....................-----............ .... ..............................
0 ...................................0 ...................................0 ...................................0 ................................0.0
................. _..._.._._....
1 Earthquake -- ...0 ...................................0 ...................................0 ..... 0 0.0
.......................................... _............ .... _..... _._.....--...............
13. GmWaccident and health .._...._ .... .... ----------------- _......... _....... ........... .--........... ._........... --. ................... 0 ...................---.............0 ...........
........................0 ...................................0 ................................0.0
_-...._.....-.-----........._......._._.....__......._..._._........_ ................
14. Credit accident and health (group and
.... ..._...__......... -........ ....... _..... ...... .............. .._..... -...... ....... ...... -•-- --......... ............... _...... 0 ...................................
0 ................................... 0 ..........._,...._.--0 - 0.0
.
............ _..._.................... _.._.
1
5. Other accident and health ............... 0 ...0
_ _._._.._.._..._.._........ _...... --_._....__................ _---._
to.
orkers' compensation -.___....._._._ .... - ...................0 ................ ................... 0 0 ................... ............ 0 ................ ................ 0.0
.................... ....... ....... ........
17.1 Oder liability - occurrence _...._.._ .
..... _.............................. _.___..._......_.._._.__...-._.-----.........
17.2 Other llab8ity•claimamade ..-......__..._.
_._..._.-._.... ........ ................... _.......... ..................... ....
17.3 Excess workers' compensation...-__._._ ...... ..._............... 6,509,663 ............... 3,148,097 .-................. 3,361,566 ...................16,889,457 ...................15,315,294 4
,935,729 45.5
......._......_................_.........-...... ....... ...... ......
18.1 Products liability -occurrence ...... ............ .. .................... ........... 0 ...................................0 .................... .............0
.
.
....................---.........0 0.0
........................_.._._................_....._----.._....---.........._...
182 Products gebiAly-clahna•made_.._ _. ..... ............._..............._..... ...................... --------- .................................... ........ ..........................
0 ...................................0 0
................................... ............ 0
.......................
0.0
................................
._............_..........._.
................................._.
9.1
19
1 9.1,19.2
2 Private
,
auto liability - - - . _. _ ..._ ... ._....... ...................... .................................
1
9.3,
1
9.4
Commercial auto liability '_.......................... _.....
............................
......................._.................
21. Auto physkal damage ................... _................... ........................ 0 .......................... ..._.0 .................. ..............._0 ...................................
0 ................................0.0
_
............. ................................................................................_....._
22. Aircraft (all pedis).-•---............... .......................... 0 .............. ..................._0 ...................... .------------ ...................................0 ..........
.....................0.0
............................................................
.........
......._0
..................................0
.....0
...................................0
................................ 0.0
................ ......... ......................... 24. Surety --............ ...... ...................................... ................... ................ ...... ...
26. Burglary andtheft....._ ......................... ...........................6.252 .........3.126 .........3.126 ............8,500 19.831
.. .............................................. _........... ....................... ....................
7. Boiler and machinery .......... ........ _....... .....
. .._.......... ....................... ........ .......................... _ ..................................... ...................................0 .......... ....................0 .............
............... 0
...................................
0
................................
0.0
.
.. ......................................................... ..........................
28. Credit .._..._-._..._......
.. ...................................0 ................................... ................ ................... 0 .............. ..................... 0 ........... .....................
0.0
.
.. _ .............. --............ ............................. . ................................... 0 ...................................0 0
................................... 0
........................... ...............................0.0
30. Wananty-•_-_-..................... ................................
................ ...................•-.--.._......---..._.._.-.---........_............---.........._.....
1
. Reinsurance • nonproportbrrel assumed property ......... _................... ................
0.0
......... ........ --._............ --..... - .......................... --.
32-
einsurance • nonpropordonal assumed liability . ...... . ............... ................ 0
. ......................... 0 ................................ .0
.............. .-___.__....
33.
Reinsurance • ranpnoponiorreJ assumed financial lines ..._._............ _.......... ..._........... _.-- ...................
J000
0
..........................
........
........................
............................
0.0
34.
Aggregate write-ins for other Ines of business ........ ................................. ...........
---------- .
0 . _.
0 ...................... .................-.................0 0 . 0 . 0
.0
.............................................
35. TOTALS
DETAILS OF WRfTEHNS
6,515,915
0 0
3,151,223 0
3,364,692 0
16 897,957 0
15,335,125 0
4,927 524 0.0
44.9
3401. ....... -.......... -.___._._...................... ......_......................._..........
3402. ___........... ._.._..-........... ............................................ 0 ...................................0 ...._.............................0 0 0
.......................................--
3498. Summary of remaining write-Ins for Line 34 from overflow page .............................. ................. ..
.
. 0 0 0
.
.
3499. Totals Lines 3401 1hN 3403 us 3498 Line 34 above) 1 .....
0 ..........
0 ....................... ..__.....
0 ............... ............. .............. 0
.. 0
_.
....................... 0
.....................................
0 0 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
-' cn • __^JU LV DJMQ ANU LUJJ A UJUA I MtN 1 tAl t NJ1=6
i
2
3
4 I
5 ncurred But Not Re
6 ed
7 6 9
Deduct Reinsurance
Recoverable from Net Losses Excl.
Une of Business
D
irect
Reinsurance
A Authorized and
Unauthorized Incurred But Not
Reported
Reinsurance
Reinsurance
ai d
Net Losses U Net Unpaid
Loss Adjustment
1. Fire _.....__......_._.____. ssumed Companies 1
-31 D
irect
As
Ceded j
Cols. 4 + 5 + 7
Enses
_.._._.._ .............._......----...__................._.'.......__
2. Allied lines .
_.._._..__.._... __._ ..................._......... _....................._............ ......................_........._0 ..................................... ....................
.............. _.......... ........................ .. ..............................0 .....................................
3. F m
owne
muMpkpedl.__...-----
.
. ..................................... ..................................... ..................................... ........... ......___............ 0 ........... .... ...............
.
.
._ ..............................._............_.
Homeowners
multiple ..... .................. ............ 0 .............................. ..0
_........._......_...r
5. Commercial multiple peril
_ ..................... ..------------ -------- ......... .. ......... .............. .-------- --0 .._................................. .....................................
. _.. _
._.........
Mortgage Mrtgage were* . _ ..
8.
Ocean ..........---.............
9. Inland!
.._ -._....__.._.___.......... ...........................------. ._.................. ............. 0 .........................
?_ _..._.__....._....._._._...._.__.
10. ill guaranty
Fl
uererona?__.._.._. .............. 0 ..........................
......-?--
dica
_ .............................._...._._____•-
11
.1 Medical Professional liability • occurrence. 0
........ .......................
2 Medical Professional - dalma•made .. ...... 0 ............... ..................................... ....................... .............. .0
.................................. ..
.................--...........
-..._.._-......__..._ ....................
12. E arthqueke___ .____....._---_.___...._....._..__._...-----_.._.........._
13. Group accident and health .V.__.__._._.........__ _._W..._-------- _......0
_ ---- _--------------- 0 ...................... ..................................... .......0
...................................0 ....
.....................................
14. credit accident and health
(g" and lndh4dual)........__. ...................................0 -................................... ............................. ........ ..................................... (a)
.............. 0 ....
.................................
_..'------........._
15. Other
M end health _. _._----°-__.._._..._.---. ____...___._-°--°-__ ..............._.._................ ....0 ..................................... .....................................
rs' co
?- - _._......_.. _--.......-
i Workers eomltenaaNon Y.._._...
.. .........0 ....... .....................
......... ... ... ............. .............
..... (a) ............................ 0 .....................................
.
____----••----.---.._..._.
17.1 Other liadBry -
axareroa.__..___.
......................... o
......................... ..
.........
_._......_.._......_......-__........._ ...............
172 Other liability
dol
ma-made ..................... _. _.. _.... _.............. ........... -.----.. .................... __............ ............... ........ ............
-__ ..............._................_._....... ........ ._.........
17.3 Excess wodcsn'
com
.....
_ .-._............. 11,803,526 .-................ -............... - 2,583,372
........... .._...............9,220,154 ...................13.815,126
................................ ..................B.145.823 ................._16,889,457 . 8,932,657
................
.._.._.._..... _...........
._
76.1 Products ..
liability • occurrence ._......._ _ .... ......
_.... _.. . _ ........- --... . ..._ ......-- --....... _. ......... . ......................
0 ..................
..........._... .................. ................... .............................. ------- .......... .........................0 .....--................. .............
._......_
18.2 Products
t
made _._
-
.................................. ... ........ _. ........... ................................. _.. ............... ........ ........... 0 ................. _.................. -....................
............... ..................................... ...................................0 .
au
.........._
..................................
.....
tAt,1992 . Prlvete een
o liability...
pessaenger solo _ ....................
....................._.
.....
..... _ ............. _......
........ ............. ...
.....
..............................._0
............ ...... .............._0
...............................
19.3,19.4 Commercial auto liability ................. _ . _....... _ ................. _..... -........................... ..................................... ...................................
0
.....................................
.....................................
.....................................
..... ............ .................. 0
.....................................
. _ ....... ............................
...---....................
21. Auto
physical damage ....
............. .._...... ............
.........................
.....................................
...................................
0
?---..............................
....................................
....................................
............... ........ ............. ..
..........._ 0
. _............. ................... _ .....................
.
22. Aircraft (all perils) ......... ............ ......._..
. ..... .. ........
............... .0 ............................ .....................................
.
..................
.........................................
23. Fidelity .......... ............. _........
.
...........................
....................................
...................................
g
.
..
24. Surety .......... _ ... _...._.
................._._..............................._............-...................
28. Burglary and theft - _ ........... _
.............-- --........17,000 ................
_............
...........--- --..... .....................................
............................8, 8,500
0
..................................
............................8.500
.............................
g
........................... 8.500
.......... -2,318
.
27. Bolter and maddn ..................................
ery..._......_.....__._ ............_............_.... -•-----......._......_......... ..................................... ... ................................0 .... _..............................
. ..................................... ................................ .............................-. 0 .............. _
...................
._._...... ...................
-..... .................... ..................................... ...................................0 ................................ 0
30. Warta
........_......... _._ ............... -
31 .......
. Reinsurance - non
ro
ortto
assum
d
.......................
_..-......... •..................
_......... _......................
................... ..._........... 0 ....
erty
p
p
e
property..... ._....... -- .....................
32
R
i .............. =._--•.---_.. _......._.................... ..........0 )OOC........... ..............
...
. 0
si
.
e
nsurance • ro
nprOpoMonal assumed liability .. .................. .._...._......... _.
....... pf ........ ,-
.
0
....
JOCX
.
.
.................
............... --.--................
...................................
.....................................
33. Reinsurance • nonProPoher assumed financial lines _............... ......__._.
..._..........J000..... ..................
0 .-.---.........
............... ..................................... ............ p
34. Aggregate write-Im for other inn of business ...............................................
0
0
0 ................................... ...............XXX............
0 ...................................
0 ................................... ...................................0 .....................................
35. TOTALS
DETAILS OF YVRRE41,13 11 820 526 0 2,591,872 0
9,228,654 13 815,126 0 0
6 145 823 0
16 897,957 0
8,935 975
3401. ........ ........... _..... .............
........._.._.........._.........
.
.
............................
3402. .......... ..................._._.................................................
..........................
......................................
..................._................_..
3403. ........._............._........._. ..._............._.................. ........-
34
1 98. Summary of remaining writedns for Line 34 from overflow page ...................
.................................
0
_.........._ ............
.
0
0
0
D
3499.
Totals Linea 3401 thru 3403 us 3498 Une 34 above 0
.
.......
0
.........................
..........
0
° - ....._...................
0
.....-.........._.
................ ......0
.-...._..............
_.......... 0
........_.........._....__..
0 ..0
(a) Including $ ..................._•••.,--,-••••_•- for present value of life Indemnity claims. 0 0 0 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
DART 1 _ CVDaK.0.0
1 2 3 4
Loss Adjustment Other underwriting Investment
Expenses Expenses Expenses Total
1. Claim adjustment services:
1.1 Direct .............................. ........_...--................. ` ............__... ........._ ..__..._' .-_5,038,980 .......... .................._.._ ....... __..._.............._.. .....
............... 5.038,960
1.2 Reinsurance assumed ....................................................... ._...---° ....__----...-...................0
1.3 Reinsurance ceded .-..-.......................... ....__-_........_............_....._--...._.._. . 587,402 587,402
1.4 Net claim adjustment service (1.1 + 1.2 - 1.3).................... ...................... . ....................4.451,578 .....__.....-...........-.....-..0 ..--...............................0 _
..--............... 4,451,578
2. Commission and brokerage:
2.1 Direct excluding contingent ..----...................................... ---.-....._.....--.......- - ............. .............. ........... 1,337.745 ...........................
.---.....- ..---._.......... -1.337.745
2.2 Reinsurance assumed, excluding contingent ............................................. . ......................... ....-.._ ... ..................................... ............................
......... ................... --.............. 0
2.3 Reinsurance ceded, excluding contingent ........... ................ ...... -..... .......... . ..................................... ..................... 1,865,053 .............................
... .... ...__..-_........
2.4 Contingent - direct ....-___ ....................... _..........................................
2.5 Contingent - reinsurance assumed ........ ....... ............................. _.._.......... ................._...........--..... ........................ .... ....-............
....... ............. ...................
...-..-.......-.0
2.6Contingent -reinsurance ceded .-....... ....... -............ .............................. _... ....... _..... ........... -........... . ............. .........1331.156) .....
................................. .... --------------- ...1331.156)
2.7 Policy and membership lees ........................................................................ 0
2.6 Net commission and brokerage (2.1 + 2.2 - 2.3 + 2.4 + 2.5 - 2.6 + 21) .. ........................ -.......... 0 ......................1196.152) ..............--.--................0 -..--...------
--..... 1196,152)
3. Allowances to managers and agents .............. ................. __._...---.._....._...... ........................ ........ __ ------------------------------------- ----------......-..--.......
...... ....... -....................... ._0
4. Advertising.. -............__..._......._.
._-. __
...................... _......._ .... 172.576
--------......-.-----
_ _ 172,576
5. Boards, bureaus and associations ............ ........ ............ _............ _._._ ............ ............... _..... -------------- ....... ..... ............ 6,675 ................
---.............. ......................... 6.675
6. Surveys and undervrtiting reports --.-...._.--.---...... .... ........ -........ ................ _.......--_._... .............. _....... 116,000 ................................ .......
................ 116,000
7. Audit ofassureds'records ..... _....... .... .... ............ ..... _........... _....._............. ... .........__...__._---......-_- ............... --......._.......... ....
........... ................... ................................. _0
8. Salary and related hems:
8.1 Salaries ..... ------- ---- ----'-°----'---................... -....... ........ _. ._......._......--....387.640 ---'-'....._...... '-'----...---.........-- ............ .... ...2,253.166
8.2 Payroll taxes -................ ----'..'---"'--'°_................ _._. ..... .... ............ 143.500 ........ -................... ..... ...................... 170,025
9. Employee relations and welfare ._...................................................... _..-.-. ...... ..' -_..._---..52,649 ........................ 89.109 ................ __.-............. ....
. .... _...... ..... 441,758
10. insurance .... -..... --.......... --' _ -'--....... -...... _.............. ............ -.... ......... .............. 21,098 .................. _..... 34.474 ...... _....................
....... ........ .................. 95,572
11. Directors' fees ................. _...-......... _._.... --'-..................... ------------------ ----------- ................ 34.688 ........................ 137,081 ......"-.....
-............. .... .. ............... -....... 171.769
12. Travel and travel items ------------ -----'-"---•...... ..... ...........__......--......_.......-- ----------......--------.12,434 ...-.-..-....._...... -76.713 -........... _...................
. .................... ..._89,147
13. Rent and rent items ..._......... ............ _.._................. -'.............. ..-..._.......... _._-------------------- 30,419 ... --------°.-.`-108.624 ..._....... _.._
.................. .................... 139,043
14. Equipment -'---........................... _-.._._.. ---""'-................... _._.-. .__.........._..._..11.638 ------------- ---'---77.630 ........... ............. _........... -_.......
_...... ....... 99.268
15. Cost or depredation of EDP equipment and software ._. . ............. __......... _.... _............. 47.821 ---------- ------------ 171.566 ....... .......... __........ _.. _._................
.219.387
16. Printing and statonery.---- ----......--- ---.... ---' ------' ------------------ -20.409 ....... ........... -...70,687 ........ -....._..--...._...... _.................. 91,096
17. Postage, telephone and telegraph, exchange and express...--.-----.-- .-- - _ 24.225
--.-'-- -
-'-.----............ 71.284
48,670
....144.179
18. Legal and auditing - ... --.-.-._._. -...-.-.._-.-•-----...._.._. 38.559 156.596 72,309 267,464
19. Totals (Lines 3to18)_..--'-'-•-.--..-..--___-.-.-..___. ...--.......---_718,105 •----....-..3,656,043 -..--.-_-----.4,497,127
20. Taxes, licenses and fees: -
20.1 State and local Insurance taxes deducting guaranty association
credits ofi ^._.._1,532 ......-.?._.-....--_-..-. _._....._.._-.._--.._.. ......... _.... ..... 361.342 ......... ......... 361,342
20.2 Insurance depamnent licenses and fees 117,915 117.990
203 Gross guaranty association assessments ----..-..-----..... - _. ........... _........ _...700 ...... -...... ..............
...__.....-.-.....___.100
20.4 Ali other (excluding federal and foreign income and real estate) ..-.... 27,043 77.043
20.5 Total taxes, licenses andfees (20.1+20.2+20.3+20.4)..... -_........ _ ._-..-_--..........._.75 .-------.._..... _507,000 .._.___.._._..._......_A ___.._.__.........507.075
21. Real estate expenses ......... _....... -..-'--••---.._.._-_.............. __- .................... _.--.._._.. ................. _.-._.._ .......__....__.124,654 .__..-_...........124,654
22. Real estate taxes _...... - .___- ..'- ---- ----- ' ---' ---....---' -..._. _.. - - ---'-........_._ ..._---"-.-..31.385 -'-'- ....__....--31.385
23. Reimbursements by uninsured plans ?_.._.-._.-•-•_.._-__ . .....-----.._...._..---..... .__.._....----.._-___-• _.--•---._....... _._.. _.._....... -..... _-------- 0
24. Aggregate write-Ins for miscellaneous expenses
25. Total expenses incurred -__----•-------_-_-. -------5,169,756 .---. 4.191,201 .-_--_--277,018 a) __-..... 9.637,977
26. Less unpaid expenses - current year.-_---.. ------_--..--'-- - ------.__8.935.975
-
---.............. _487.862 .
...... ------ ........... .
.--............ 9.423,837
27. Add unpaid expenses - prior _..-.-_._.-_-551.439
29. Amounts receivable retailing to uninsured plans. Prior Year ._.._---_---__ . ..-----------------..... . .... .... __.__.._...__ . ..-------------•---.-'
29. Amounts receivable relafYg to uninsured pans, current year ----.--•-
0
30. TOTAL EXPENSES PAID Lines 25 - 26 + 27 - 28 + 29 5,960,892 4,254 778 277,018 10,492,688
DETAILS OF WRITE-INS
2401. Charitable Contributions -. -.----___.___-_ . __---'---.. -- . ..-..... --
185.950
_--
185.950
2402. Miscallaneaus
-
-...---'--' °
----'-.-_'---'-"--
2403. -..._.'__-.-.-._-__...
2498. Summary of remaining write-ins or Line 24 from overflow page
--
-
2499. Totals Lanes 2401 thru 2403 pfus 2498 )(Line 24 above 0 2
22,31[0 0 222,310
tat nauaes management tees of $ to at68ates and S -.----_.._-°--•.-.-- o non-af ffeles.
11
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF NET INVESTMENT INCOME
Collected DuriYear Earned Dun Year
1. .
.
.
.
.
.
.
.
.
.
em ...... - --- .
....°'°- - .._ ............... ._.. --.__ ........... (a) _......-- ---._151.916 ........... .............. 140,619
t.t Bonds onds exempt t from Irom U.S. tax tax ._.._ ........................................................ ..._............ ......
.
.
.
.
.
.
.
.
.
.
.......................... ......._...................... (a) ........... ......181.187 ........... .......... 174,277
1.2 Other bonds (unafliated)............................................................................................... _.............._.................... ........ ..--------- (a)
----....... ..1.459.045 ..... ........... 1,371,299
11 Bonds of affiliates ............... ......---------......._......----------........_......---...............-............_...._......._............... _........._..............._--- (a)
2.1 Preferred stocks (unaffiliated) ......................... .................................................. ...................... .......... _.._..... ................................ (b)
2.11 Preferred stocks of affiliates .......................................................................... .................-._............-.._......._..._.. ........__..._..----........ (b)
2.2 Common stocks (unaffiliated)................................. ...................... ........................ ........._..----'..._...._...__..... ......----.........._....---.. .................
.. ......81.010 ........... ...............81.010
2.21 Common stocks of affiliates ..................................... .........__.......__........................._.._._........._._........-......_.. _._...-------.......__._.. -----...-----._. .
3.
Mortgage loans............................. _................................................ _........__........_....._............-... ...
...._.......................... ..
(c) ..----"----'- --..._.... _..._...........---.....
4. Real estate ........................' ........... ....................... (d)------------ ----- 150,000 ........ .. ... .__._150,000
5 Contract loans........................................................................
_.........-------.._.................._......_............._..
.
..
...
...
6
Cash, cash equivalents and short-term investments....__ ................._._..........................-_........ ----------------- ..
.-
.
...
......................... .......--'-----
(e) .._...._.. --........-.......
.__.25,874 .........-.
........ .. ....---.__..-'-------
............... 5,874
7 Derivative instruments ............ - ...............°--...--.........._..._.._......................................................____-.__._....- -----.......----...._--.. .......- ---__......
-----
6. Other invested assets ............. _.............................. .-----................
.....................-----...-----..._...._........................--
-......._._...-
.
-
9.
Aggregate write-ins for investment income .................................. ----------------------- -..... -....... ......._..................... --....
-----.
-
........... ................._. ......_..--------.
...-----...._._. ....__..__....
.....--------0 ........._
------... .....---._.----'---
.....---..__------°
10. Total oss investment Income 2,049,032 1943,079
11. Investment expenses._ .......................................... .......... .................. .............. -............................................... . .........................
...-............... ..... .. ................. (8).... ............. 245.633
12. Investment taxes, licenses and fees, excluding federal income taxes ._........_ ......................._..... .............._...___......_............_...... ................... (g)
.... ............... 31.385
13. Interest expense._ ............................. -....................... _................................................ ._.............. .... .................. ...............
._................. ..._......------ - .---............ (h).... ............. 455.000
14. Depredation on real estate and other invested assets _-......-..-_ .......................__.._......................._.......... ....._..............__.........__............... ........._....._
(i) .... ............ ._95,946
15. Aggregate wrhe4ns for deductions from investment Income .................. _......... ................... _..._..................... .............. _............._.............._..... ...........
_..... ......._.. ._.....................0
16. Total deductions (Lines 11 through 15)._._..... ............................. ....._....._......-----......_..----------....._...---- ---...._...-------..............-----..... ...._.............
......._.. ..........._827,964
17. Net investment income Line 10 minus Line 16 1,115,115
DETAILS OF WRITE-INS
0901. ...-_--.....-------......__......_.....----.._....._.....--`--'---
........
........_-......-_.----- ----
.
0902 .
..... ........... .................................................... ----..........................._..-......---._...............---............_.........._.........
...--------.............__
.
0903 .
................. _....... _................. ..... ................ _.. .... ----......... -..... ._........._.._
. ..............._. ..-`---.. ....._....................
0998. Summary of remain{ write-Ins for Line 9 from overflow . . . . ........... .......-------.....0
0999. Totals Lines 0901 thru 0903 phis 0998 Line 9 above 0 0
1501. ._....... _............ ........... __ .................... ......... _.....................
.........------' ---------..__......--`--....._...
........
.
11502.
............................................................... .
.---.........._...-."_------...... .._.._........... .._........ .................__.....
1503. .......... ............. -
1598. Summary of remaining write-ins for Una 15 from overflow page ._........ .... _._..................................... ...._- ._.-...-_.._-----. --__---_ d
(a) Includes $ 53,407 accrual of discount less $ ................ 139.071 amortization of premium and less $ .... ............... 6.859 paid for accrued interest on purchases.
(b) ktdudes $ .._............... ...... - accrual of discount less $ .......... ---. .............. amortization of premium and less $ ........... ......... _...._. paid for accrued
dividends on purchases.
(c) Includes $ ..... ........ ._...... -. accrual of discount less $ ..- amortization of premium and less $ ._...... _-............... paid for accrued interest on purchases.
(d) Includes $ _........... -..150, 000 for company's occupancy of its own buildings; and excludes $ .............................. interest on encumbrances.
(e) Includes $ ._.._...... _.......... .... accrual of discount less $ .... -......... .. ._ amortization of premium and less $ _----._._........_....- paid for accrued Interest on purchases.
(Q includes $ _.....-_--------- -------- accrual of discount less $ ............ .. ..... _.. amortization of premium.
(g) Includes $ investment expenses and Investment taxes, Ncenses and lees, excluding federal Income taxes, attributable to
segregated and Separate Accounts.
(h) Includes $ .... _....... 455.000 -rrterest on surplus notes and $ interest on capital notes.
(f) Includes $ ._.__-.95,946 depredation on real estate and $ depreciation on other invested assets.
EXHIBIT OF CAPITAI [;AINS (i nCCGCI
i 2 3 4 5
Total Realized Capital Change in Charge in Unrealized
Realized Gain (Loss) Otter Realized Gain (Loss) Unrealized Capital Foreign Exchange
On Sales or Maturity ustments Columns 1 +2 Gain (Loss) Capital Gain Loss
t. U.S. Govemmentbonds ...-__._..___.._.-_ -....-.-------0 ------------ 4 --_....-------0 -----_...--A ..------..-A
1.1 Bands exempt from U.S. tax ________.34,340 y{,3lg
1.2 Other bonds (unaffiliated)------------_.-----
1.3 Bach of
2.1 Preferred stoics (unaffiliated) _..-....... -..._-._ 0 ...... __..___----°
2.11 Preferred stacks of aftHWu ----_----------- ------...-----_..0 ..---------------...0 ......_...---•--._? _._-.__..-...__A ----_..._......__._._0
2.2 Common stocks (unnafMataQ __....___...-'-__ _.._...___.....__....._0 ...... _.-
2.21 Common stocks of affiliates ---------- -------------° _..--------------..-g -__----------- ------143,487 ._-.........
__.-..._0
3. Mortgage bans------ _-..__.....--_.-.-__-.- _'-.-----.--
4. Real estate --._.-.-..__...._..... _._... ....-- -.._0
5. Contract bans _-__-_-.--------- .....------------- ------.....--------.. _..._..----------0 ----------._.._ .-
6. Cash, cash equWafenls and short-term Investments
._----°----_-_
_..------------_-_._.
.....-..----_----.°
---_.._..._._.._._._--- -------------------
-------
7. Derivative instruments -__..-----------
---------'--
----•--------_
_.._....----•----0
-•-------..-_..-- ---...---'
-- --
8. Other invested assets
_A -------..__-_
._----------__
0
9. Aggregate vrrite-Ins for capital gains (losses) __- -.-.---•--•---U --•-------------0 -----------------0 -----------0 .__
------...__-...---'--0
10. Total Capital Oak" es 111.298 216,256 114,956 945,532 0
DETAILS OF WRITE-INS
0901.
0902.
0903.
0998. Summary of remaining wrke-Yks fo Lne 9 6om .--°---- -------..._._-__ -__._-_..__- _ - . ----.
overflow page ..._-.._._-_-. ._-------.._..----0 ------------•--------0 ........
-...._._.._-_-•0
-----°-------------0
--•-------
0
0999. Tools (Lines 0901 txu 0903 pkrs 0996) (Line 9. ------
above 0 0 0 0 0
12
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF NON-ADMITTFD ASgFTS
- 1 - - - 2
Changein Total
Current Year Total Prior Year Total Assets
Nonadm itted Assets Nonadmitted Assets ol. 1
1. Bonds(ScheduleD)...._........_....._ ................--------............----...............-----_..._........_......_. F
.......___0
2. Stocks (Schedule D):
2.1 Preferred stocks_...--- ................... ..__......0
2.2 Common stocks --.......-------'--- ................. ...._..._......_...._._.....----_....._......._..........._..............._.... ..........._._...................... ............_....._---..
.....0
3. Mortgage loans on real estate (Schedule B):
3.1 First liens ............ ................. _.....................
_..........._-..-...... ............................_...
_..............------------...
._..._..._.......-------..-....
..---..._...-......._.........._0
12 Other than first liens ......................... ........_---..._..._.............._.__..._..--.._......_............-._.........._._. .._...........__..........._..0
4. Real estate (Schedule A):
4.1 Properties occupied by the company ................................... ...........
4.2 Properties held for the production of income ................ ........._...._.. .........................................
4.3 Properties held for sale .................
5. Cash (Schedule E - Part 1), cash equivalents (Schedule E - Part 2) and short-term investments
(Schedule DA)............................................... ............._......---...........--`---.-_....----_...._...._.'-'---......_.... .._..................._----._" ---........-....----......
......_. --...................._...._.._0
6. Contract loans ......................................... _................. _._ ....................._.._
0
..
7. Derivatives _.................................................................................... _...................-------...._........._._....._.... -----°-'---._..._'---'---- .......---------
......----...._. ..._
.
..---_.................._.._0
8. Other invested assets (Schedule BA) .......................................... ................................---.........---............. .._..__.--..........._`......... .---.........._...._..
......_..0
s. Receivables for securities._ ......................_._.......---'-"....-_-......................_...---........_._.....----._......... ......-----...__...._._........
10. Securities lending reinvested collateral assets ...... _................................................ _......._--......_......_.. ......_..---.........._..--`--- ..........---'_......_........
..... --------.........---....-'-0
11. Aggregate write-ins for invested assets ................ ........... __ ......................._....-`--..............----....._........ .....--..............---.._....A ----_.....__...---------0
--`---.........------.........0
12. Subtotals, cash and invested assets (Unes 1 to 11)...... _ ..................... .............. ...... _............................. .... _.................... .._.._0 ......._........_._.......
--_0 0
13. Title plants (for ride insurers only)._ ........................."-....._......._.._.-.............-.----....._........-------._..... ..._._............._..._.......... _.._.._................-'-
--- ..._.-_..-------.....----'-0
14. Investment income due and accrued ...... ...... __.......... .......... .._......_....... -...... _- ............................... ................. _..... 235.975 .......__.---_...........
_.._. ............... ...... 1235.975)
15. Premiums and considerations:
15.1 Uncollected premiums and agents' balances in the course o(co0ec8ott ........................ _....----- ............ 61,161 _45,184
..._._.....-•--- ..-................... (15.977)
15.2 Deferred premiums, agents' balances and installments booked but deferred and not yet due... ......... _.._........ _....... __. ..... ............ .___........... ........................
.._.......0
15.3 Accrued retrospective premiums ..... ......... .._._.._............ ...... --....... ........... ........................ ....... . ........................ _..... _._. ...... ......_....._.....
........... ....._..........._...._...........0
16. Reinsurance:
16.1 Amounts recoverable from reinsurers ........ .... ............ ---..... .... -....... -................................... ..._ -"'...__......._._....._--0
16.2 Funds held by or deposited with reinsured companies __............... ................... ................. _...... .-........... _....... _._._._... .-....__.._.__.....-.'._.' ._'.._-...._.____
.....__.-0
16.3 Other amounts receivable under reinsurance contracts _......... __.... _.......... -..... _............. ..... ._............... _...___.._ ............_......__.............0
17. Amounts receivable relating to uninsured plans .....-'---....-.--.°-.------'--.......__......... ..... ........._. ..._--.----.--.--_...- 0
18.1 Current federal and foreign Income tax recoverable and interest thereon..--. _.....__ .............._......__.. 0
18.2 Net deferred tax asset ...... ................... _._............ .2.530.657 .-._---._.1.042.733 ._-..-.._-...-.1487,9241
19. Guaranty funds receivable or on deposit _.__...._._...__..._...__..._....... _.._._ .............. ............. __.. ................. _..... _.._. ....._.__........-.._._._.._0
20. Electronic data processing equipment and software .__...-.__--..__.--------_......__.....___.--
21. Furniture and equipment Including healthcare delivery assets _--..-.__•--.'._-___-
--------'--'-
..... _-..... 127,399
.... ................. 28.939
22 Net adjustment in assets and liabilities due to foreign exchange rates _._........ -............ ._.
23. Receivables from parent, subsidiaries and afri9ates .
Health care and other amounts receWable __•_'-..-_-........ .......
-'-_._...__...._...._._...___._.
...._..:.__-..___-..
25. Aggregate wrbe4ns for other than invested assets --.--_-----`------------_.....--- --------174,504 _------..__..170.705 ..._.............. _..(3, 799)
26. Total assets excluding Separate Accounts, Segregated Accounts and Protected Cell Accounts
(Unes 12 to 25) ---•----__.....--"----'-_..__._..--------....... --............ -.............. ..__........_.2.401.530 -'-------..1720.200)
27. From Separate Accounts, Segregated Accounts and Protected Cell Accounts.._...___ ......
28. Total Lines 26 and 2 3,121,730 2,401.53D (720,200
DETAILS OF WRfTE4NS
1101. ------ .---......_.-..._.____._-'-_'-__-'_'.-__--..._._-__......_-_'_-__..-.__.`_.._'-'....._... _-....._._-.'."_`-__.-.. _._-_....--_-...--
1102 . ............. .-....._..__._.___..._....._._..-_-...__....__..__.-__._.__...._.._...___.._._...__....__. -._ . __.--°......_'-----...._...
1103. ---------- ---...-........
.._..'----'------'-'__."--'----__....-..__
1198. Summary of remainkg write-ins for Una 11 from overflow page......___- ........_._......__..__.
1199. Totals Lines 1101 thnl 1103 plus 1198 Line 11 above 0 0 0
2501. Deductible Receivable -------------•---------.._---------....-.---- _-- --....... --172,649
'
--........
-----
2502. Autoeobile --------'--..__.'°-- -- -'--- -----'--'--- - ------1.611 _--'-- _ 4,916 _3,105
2503. Due from Employees
44 -'----
1
--".......... -__1.005
2598. Summary of remaining wd*4rts for Una 25 from overflow
page -.------.-_._..----..- _
_---._-__.-0
_.._-_..-------••0 -
---'---_.-_...._0
2599. Totals Lines 2501 thfu 2503 plus 2598 25 above 174,W4 170, 705 (3,799)
13
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
NOTES TO FINANCIAL STATEMENTS
1. Summary of Significant Accounting Policies
A. Accounting Practices
The Company prepares its statutory financial statements in conformity with
accounting practices prescribed or permitted by the State of Missouri Department
of Insurance.
The Missouri Department of Insurance recognizes only statutory accounting
practices prescribed or permitted by the State of Missouri for determining and
reporting the financial condition and results of operations of an insurance
company for determining its solvency under the Missouri Insurance Law. The
National Association of Insurance Commissioners' (NAIC) Accounting Practices and
Procedures manual(NAIC SAP) has been adopted as a component of prescribed or
permitted practices by the State of Missouri. The state has adopted certain
prescribed or permitted practices that differ from those found in NAIC SAP.
Specifically, the interest accrued on surplus notes should be included in the
value of the surplus note and the unassigned surplus should be reduced by the
amount of the accrued interest as reported on the balance sheet. In NAIC SAP
interest shall not be recorded as a liability nor an expense until approved for
payment. Unapproved interest shall not be reported through operations, shall
not be represented as an addition to the principal or notional amount of the
instrument, and shall not accrue further interest.
The Company, as directed by the Missouri Department of Insurance, records the
value of its surplus note as $5,020,222 instead of its face value $5,000,000 as
required by NAIC SAP. Additionally, unassigned surplus would be decreased by
$20,222 to $16,729,621 instead of $16,749,843 as required by NAIC SAP.
B. Use of Estimate in Preparation of Financial Statements
The preparation of financial statements in conformity with the Annual Statement
Instructions and Accounting Practices and Procedures manual requires management
to make estimates and assumptions that affect the reported amounts of assets,
liabilities, revenues and expenses. Actual results could differ from these
estimates.
C. Accounting Policy
Premiums are earned over the terms of the related policies. Unearned premiums
are established to cover the unexpired portion of premiums written. Such
reserves are computed by pro rata methods for direct business and reinsurance
ceded. Expenses incurred in connection with acquiring new insurance business,
including such acquisition costs as sales commissions, are charged to operations
as incurred. Expenses incurred are reduced for ceding allowances received or
receivable. Bonds and short term investments are valued at amortized cost using
the interest method and common stocks are valued at market. Investments in
subsidiary companies are stated at statutory equity value.
Unpaid losses and loss adjustment expenses include an amount determined from
individual case estimates and loss reports and an amount, based on past
experience, for losses incurred but not reported. Such liabilities are
necessarily based on assumptions and estimates and while management believes the
amount is adequate, the ultimate liability may be in excess of or less than the
amount provided. The methods for making such estimates and for establishing the
resulting liabilities are continually reviewed and any adjustments are reflected
in the period determined.
2. Accounting Changes and Corrections of Errors
A. None
3. Business Combinations and Goodwill
A. None
B. None
C. None
4. Discontinued Operations: None
5. Investments
A. None
B. None
C. None
D. Loan Backed Securities
1) The sources used to determine the prepayment assumptions were First
Tennessee's OTTI modeling systems and Intex.
2) a. None
b. None
c. Other-than-temporary impairment recognized with inability or lack of
intent to retain the investment in the security for a period of time
sufficient to recover the amortized cost basis.
Total 1" Qtr: 154,629
Total 4f° Qtr: 61,628
Annual Total: 216,257
3) Alesco Pfd Fdg V, LTD, Cusip f01448T-NF-1
a. Amortized cost before OTTI: 913,750
b. OTTI: 63,437
c. Fair Value: 380,000
d. Amortized cost after OTTI: 850,313
Preferred Term Securities XXVI, Ltd, Cusip 47403Q-AJ-6
a. Amortized cost before OTTI: 985,191
b. OTTI: 91,191
c. Fair Value: 4,749
d. Amortized cost after OTTI: 894,000
Preferred Term Securities XXIV, Ltd, Cusip #7403C-AJ-6
a. Amortized cost before OTTI: 493,451
b. OTTI: 263,438
14
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
c. Fair Value: 2,334
d. Amortized cost after OTTI: 230,013
4) < 12 months > 12 months
a. Unrealized Losses 0 1,590,216
b. Fair Value 0 387,080
5) Several scenarios were considered in reaching the conclusion that
impairments are other-than-temporary. The scenarios were based upon Moody's
assumptions as well as discussions with various dealers, such as First
Tennessee, Stifel Nicholas, S.P. Morgan, and Merrill Lynch.
E. None
F. None
G. None
6. Joint Ventures
A. None
8. None
7. Investment Income
A. Due and accrued income was excluded from surplus on the following basis:
All investment income due and accrued with amounts that are over 90 days past
due.
B. The total amount excluded was $235,975.
8. Derivative Instruments
The Company does not hold or issue derivative financial instruments.
9. Income Taxes
A. The components of the net deferred tax asset/(liability) at December 31 are as
Follows:
11 December 31, 2030 December 71, 2009 Change
Ordinary Capital Total Ordinary Capital Total Ordinary Capital Total
(,.:Gross DTA 2,403,071 1,255,034 3,658,105 1,792,061 1,395,801 3,187,662 611,010 1140,767) 470,243
(b)Star Val allow adj
Icl Adj gross DTA 2,403,071 1,255,034 3,658,105 1,792,061 1,795,801 3,187,562 fill, 030 1110,767) 470,24]
Id)Def tat liab 79,572 741 80,317 97,179 (133) 97 046 (17 607) 074 (16,733)
Ie1Net DTA 2,323,199 1,254,,293 3,577,792 1,691,002 1,395,9934 71 3,01090,016 681111,6111 406,976
If1DTA Non admit 1,276,364 1,254297 2,570,657 616,7% I, 195 2 2 772 :21":".11. 487,925
(9)Net admit DTA 1,047.115 - 1.017.135 1.010.081 - 1.040.004 1942, - ,q 19)
4) December 31, 2010 December 71, 2009 Change
Ordinary
Adm.anion Celeplatien Cnampnent• Capital Total Ordinary Capital Total Ordinary Capital Total
SSAP No.lOR, at 10.a, 30.b., an d 10.c.
Ia15SA No.1OR, P10.a - - - 48,912 - 48,912 148,9121 - (48,9121
(bISSA No.lOR, P10.b 810,957 - 870,957 828,206 - 828,206 42,751 - 42,751
(The lesser of P10.bi
And 10.bii below)
(CISSA No.10R, PIO.bi 870,957 - 870,957 828,206 - 828,206 42,751 - 42,751
(dISSA No.10R, P10O bif XXX XXX 2,174,633 XXX x%% - XX% %X% 2,114,673
(1 SSA No.10R, P10.e
IflTotal (4at4b,4e) 870,957 - 870,957 877,118 - 877,118 (61161) - (61161)
n
SS IOR, + Pa1[.10la.eSen C
.
1191114
IgISSA No.lOR,P10.ei - - - 48,912 - 48,912 148,9121 - 448,9121
(hISSA No. IOR,P l0.e 11 1,047,1]5 - 1,011,135 999,172 - 999,112 17,963 - 47,963
The lesaet of P10.
e.ii.a and 10.e.ii.
b below,
(S)SSA Mo.30R,P10eiia 1,047,135 - 1,041,135 999,112 - 999,112 17,963 - 47,963
(jI3SA No. IDR, P10eiib MX xxx 3,261,949 XXX XXX - XX% %x% 3,261,949
(k)31" W. IOR, PlOeiiI -
(1)Tots1 (4ga1hi4k) 1,047,135
Used in S AP No. 10R. Pa[ 10.d - 1,047,135 1,048,084 - 1,045,084 (949) (949)
.
(mlioC11 Aej Cap 22,248,721
- 22,218,721
23,559,998
- 23,559,998
(1,311,2771
-(1,311,2771
Inl AUth Control I.eye1 4,622,404 - 4,622,404 4,264,877 - 4,622,404 351,521 - 357,527
51 December 31. 2010 December 31, 2009 Change
Ordinary Capital Total Ordinary Capital Total Ordinary Capital Total
SSA 10R. Peraprepha 10.a. 10. b. a nd 30. .
(,.)Admitted DTA 870,957 - 870,957 877,118 - 677,118 (6,161) - (6,161)
Ib)Admitted Assets xxx XXX 55,904,070 XX% XXX 56,971,846 XXX X%X (1,067,776)
(c)Adj Star Surp XXX XXX 22,012,543 XXX XX% 23,339,032 XXX XXX (1,316,1891
(d)Tot Adj Cap from DTA XXX XXX 22,072,513 xxx xxx 23,389,032 xxx %X% (1,316,489)
Increases due to SSA No. JOR, Par IO.e.
(elAdmitted DTA 176,178 - 176,178 170,966 - 170,966 5,212 - 5,212
IflAdmitted Assets 176,178 - 176,178 170,966 - 170,966 5,212 - 5,212
1919tetutory surplus 176,378 - 176,173 170,966 - 170,966 5,212 - 5,212
B. Unrecognized DTLS - Not applicable.
C. Current income taxes incurred consist of the following major components:
1. Current income tax
(a) Federal
(b) Foreign
(Cl Subtottal
(d) FIT on ne capital Gaines
(e) Ut il. of cap loss carry-forward
(f) Other-prior year true up
(g) Federal income taxes incurred
12/31/2010 12/31/2009 hand
- 29,521 (29,521)
29,521 (29, 521)
(4,603) 4,603
(53.082) (2,371) (50.711)
(53,082) 22,547 (75,629)
2. Deferred Tax Assets
(a) Ordinary:
(1)Discounting of unpaid losses
(2)Unearned premium reserve
(3)Charitable contributions
( 4 ) Nonadmitted assets
(5)Net oper. loss carry-forward
880,890 854,832 26,058
430,512 449,702 (19,190)
300,587 239,716 60,871
200,965 121,991 78,974
568,277 - 568,277
14.1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
(6)Tax credit carry-forward
Subtotal
(b) Statutory valuation allowance adj
(c) Nonadmitted
(d) Admitted ordinary DTA
(e) Capital:
(1)Investments
Subtotal
(f) Statutory valuation allow adj
(q) Nonadmited
(h) Admitted capital DTA
(i) Admitted DTA
21,840 125.820 (103,980)
2,403,071 1,792,061 611,010
1,276,364 646,798 629,566
1,126,707 1,145,263 (18, 556)
1,255,034 1,395,801 (140,767)
1,255,034 1,395,801 (140,767)
1,254,293 1,395,934 (141 641)
741 (133) 874
1,127,448 1,145,130 (17,682)
3. Deferred Tax Liabilities
(a) Ordinary:
(1)Investments 48,323 46,959 1,364
(2)Fixed assets 31.249 50,220 (18,971)
Subtotal 79,572 97,179 (17,607)
(b) Capital:
(3)Other(incl <5% tot cap tax assets) 741 (133) 874
Subtotal 741 (133) 874
(c) Deferred Tax Liabilities 80,313 97,046 (16,733)
4. Net Deferred Tax Assets/Liabilities ,047.135 1.048.084 (949)
D. Reconciliation of Federal Income Taxes to Actual Effective Rate
The provision for federal income taxes incurred is different from that which
would be obtained by applying the statutory federal income tax rate to income
before income taxes. The significant items causing this difference are as
follows:
Description A=nt Tax Effect
a 39E Effective Tax Rate
Income before taxes (2,108,967) (717,049) 34.00%
Tax exempt interest 6 DRD deduction (178,616) (60,729) 2.8B%
Prior year underaccrual/(overaccrual (17,227) (5,857) 0.28E
Prior year true up of Deferred Tax Asset 49,520 16,837 -0.80%
Change in nonadmitted assets (232,276) (78,974) 3.74E
Meals a entertainment 13,257 4,507 -0.21%
Other 9,390 3,193 -0.15%
Total (2.464.919) (838,072) 39.74%
Federal Income taxes incurred (expense/(benefit)) (53,082) 2.52%
Tax on capital gains/(losses) -
0.00%
Change in net deferred income tax (784,910) 37.22%
Total statutory income taxes (838.072) 39.74E
E. Operating Loss and Tax Credit Carryforwards
(1) At December 31, 2010, the Company had $1.7m of net operating loss
carryfowards.
(2) The following is income tax expense for 2010 and 2009 that is available
for recoupment in the event of future net losses:
Year Amount
2010 0
2009 0
F. Consolidated Federal Income Tax Return
(1) The Company's federal income tax return is consolidated with the following
entities: The Bar Plan Surety 6 Fidelity Company, The Bar Plan Insurance
Agency, Inc, and TBB Holding Company Inc.
(2) The method of allocation among companies is subject to a written
agreement, approved by the Board of Directors, whereby allocation is made
primarily on a separate return basis with current credit for any net
operating losses or other items utilized in the consolidated tax return.
10. Information Concerning Parent, Subsidiaries and Affiliates
A. The Company is not directly or indirectly owned or controlled by any other
company, corporation, group of companies, partnership or individual. The
Company owns 20,000 shares of stock of TBP Holding Company, Inc., an
intermediate holding company, which in turn owns 10,000 shares of stock of The
Bar Plan Insurance Agency, Inc.; and 1,500,000 shares of stock of The Bar Plan
Surety and Fidelity Company.
B. None
C. None
D. At December 31, 2010, the Company reported $24,915 due from affiliates and
$4,002 due to affiliates. The Bar Plan Foundation and The Bar Plan Surety s
Fidelity Company owed the Company $13,420 and $11,495 respectively; and the
Company owed The Bar Plan Insurance Agency $4,002. These intercompany
balances will be settled within the first quarter of 2011.
E. None
F. The Bar Plan Surety and Fidelity Company pays the Company a monthly fee for
management services, which was $16,500 per month totaling $198,000 for 2010.
In addition, the Company pays an underwriting fee to The Surety and Fidelity
Company based on a pro rata share of their expenses. The total amount of the
fee paid in 2010 was $21,839.
G. None
H. None
1. The Company owns 100% of TBP Holding Company, Inc. This common stock
investment is recorded at its statutory equity value of $4,450,135. TBP
14.2
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Holding Company, Inc. owns 1008 of the outstanding shares of The Bar Plan
Insurance Agency, Inc., and The Bar Plan Surety and Fidelity Company.
J. None
K. None
L. The Company owns 1008 of TBP Holding Company, Inc. which is a downstream
noninsurance holding company the carrying value of which is $4,450,735. The
financial statements of this holding company are not audited but the financial
statements of the two entities owned 1008 by the holding company are audited
in accordance with SSAP No. 48.
11. Debt
The Company does not have any outstanding debt.
12. Retirement Plans, Deferred Compensation, Postemployment Benefits and compensated
Absences and Other Postretirement Benefit Plans
A. None
B. Substantially all of the employees are covered under The Bar Plan Profit
Sharing and 401K Plan. Employees may contribute up to 508 of salary or a
maximum of $16,500 to the plan with a $5,500 catch up option available for
those participants 50 years of age or greater. The Company elected for the
2010 plan year to contribute up to a maximum of 48 of eligible employees'
salary. The Company's contribution to the plan was $99,872 and $113,482 in
2010 and 2009 respectively. There was a profit sharing expense of $61,812 in
2010 and $81,757 in 2009.
C. None
D. None
E. None
F. None
13. Capital and Surplus, Dividend Restrictions and Quasi-Reorganizations
(1) As of January 1, 1991, the Articles of the Association were restated and
approved by The Missouri Department of Insurance for the purpose of becoming a
Mutual Insurance Association and as such has no shareholders.
(2) None
(3) Dividends are paid as declared by the Board of Directors of the Company.
Under the insurance regulations of Missouri, the maximum amount of dividends
which the Company can pay to policyholders is limited to the greatest of
either 108 of the prior year-end statutory surplus or the net income of the
company less net realized capital gains of investments. Accordingly, the
maximum dividend payout to policyholders that can be made without prior
approval of the Insurance Commissioner of Missouri is $2,356,000 for 2010. No
dividend was declared in 2010 or 2009.
(4) None
(5) None
(6) None
(7) None
(e) None
(9) The Company continues to return capitalization fees to its policyholders who
have met previously set qualifications. Total capitalization fees returned in
2010 were $27,300. The special surplus balance was reduced by $2,203,200 at
December 31, 2009 to the recorded balance of $350,000. The reduction
represents the amount of capitalization fees from attorneys who did not meet
the requirements for a refund, who have retired or left the practice. The
special surplus funds of $2,203,200 were transferred to unassigned surplus.
(10) The portion of unassigned funds (surplus) represented or reduced by cumulative
unrealized gains and loss is ($1,358,083).
(11) Surplus Notes
a. September 21, 2006.
b. Cash
c. Underwriter, FIN Financial Capital Markets; Trustee, Wilmington Trust
Company.
d. $5,000,000
e. $5,020,222
f. 9.16 (5 Year Fixed Coupon)(3.876 Spread + 5.238 Swap Rate).
3 Month LIBOR + 3.876 (Issue converts to floating after year 5
September 15, 2011.
g. September 15, 2036 with prepayment option on September 15, 2011.
h. $20,222
i. $455,000
j. $1,926,167
k. The payment by the Company of the principal of, and premium, if any, and
interest on all surplus notes shall, to the extent and in the manner
hereinafter set forth, be subordinated and junior in right to the prior
payment in full of all Policy Claims and Senior Indebtedness of the
Company, whether outstanding at the date of this Indenture or thereafter
Incurred.
1. The Company has no common or preferred shareholders.
m. The surplus note can not be paid off prior to September 15, 2011.
n. The surplus note is not held by any affiliated company.
(12) None
(13) None
14. Contingencies
A. None
B. The Company is subject to guaranty fund and other assessments by the states in
which it writes business. Guaranty fund assessments should be accrued at the
time of insolvencies. Other assessments should be accrued either at the time
of the assessments or in the case of premium based assessments, at the time
the premiums were written, or, in the case of loss based assessments at the
time the losses are incurred.
The Company has accrued a liability for guaranty fund and other assessments of
$314,656 and a related premium tax benefit asset of $317,710. These represent
management's best estimates based on information received from the states in
which the Company writes business and may change due to many factors including
the Company's share of the ultimate cost of current insolvencies.
C. None
D. None
E. None
14.3
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
15. Leases
A. The Company leases office equipment under various operating leases that expire
through December 2012. In addition, the Company leases an automobile under an
operating lease that will expire in December 2012 as well. Rental expense for
2010 and 2009 was approximately $48,654 and $48,992 respectively.
At January 1, 2011, the minimum aggregate rental commitments are as follows:
Year Ending December 31 Operating Leases
1. 2011 $53,993
2. 2012 $51,969
B. None
16. Information About Financial Instruments With Off-Balance Sheet Risk and
Financial Instruments With Concentrations of Credit Risk
None
17. Sale, Transfer and Servicing of Financial Assets and Extinguishment of Liabilities
A. None
B. None
C. None
18. Gain or Loss to the Reporting Entity from Uninsured Plans and the Uninsured Portion
of Partially Insured Plans (N/A-Title)
A. None
B. None
C. None
19. Direct Premium Written/Produced by Managing General Agents/Third Part
Administrators (N/A-Title)
A. None
B. None
C. None
D. None
E. None
F. None
20. Fair Value Measurement
A. (1) Fair Value Measurements at Reporting Date
Description Level 1 Level 2 Level 3 Total
(a) Assets at fair value
Bonds
Ind 6 Misc 7,083 0 380,000 387,083
Total Bonds 7.083 380.000 387.083
Common Stock
Ind i Misc 4,529,972 0 0 4,529,972
Par, Sub S Affl 4,450,735 0 0 4,450,735
Total Common Stocks 8.980.707 Q g 8.960.707
There were no transfers between Level 1 and Level 2 during 2010.
(2) Fair Value Measurement in (Level 3) of the Fair Value Hierarchy
Purchases
Total gains Total gains issuances,
Balance at Transfers in Transfers out f (losses( i (losses( sales, L Balance at
JZJZ2010 to Level 3 of Leal a In set Tnr i 1 1
CDO 380,000 00 0 0 61 3,!37) 6? 0 780,000
Total ?eo.a6o $ ,6?. a]11 0 ]60.000
(3) Not applicable.
(4) As of December 31, 2010, the reported fair value of the reporting
entity's investments in Level 3, NAIL rated 6, collateralized debt
obligation securities was $380,000. These securities are senior tranches
in a securitization trust and have a weighted-average coupon rate of
6.314 percent and a weighted-average maturity of 12.27 years. The under-
lying collateral for this security is banks, thrifts and insurance
issuers, and is also diverse across issuance types (trust preferred
securities, senior and subordinated debt, and surplus notes). In addi-
tion to the diversification across industry, the banks that issued into
the pool were small regional banks; and there is no single issuer in the
pool higher than 48 of the portfolio with a majority of the issues being
only 2-35 of the portfolio-. The underlying collateral has a weighted-
average coupon rate of 6.06 percent and a weighted-average maturity of
23.15 years. This security is currently rate below investment grade.
to measure the fair value, the last price posted from IDC was used, which
was 38. That price is stale, and there is no observable market for the
security at this time.
21. Other Items
A. None
B. None
C. Assets in the amount of $5,370,530 and $5,379,321 at December 31, 2010 and 2009
respectively, were on deposit with various departments of insurance as
required by law.
D. At December 31, 2010 and 2009, the Company had admitted assets of $3,625,151
and $3,061,820, respectively in premiums receivable due from policyholders.
The Company routinely assesses the collectability of these receivables. Based
upon Company experience, any uncollectible premiums receivable as of December
31, 2010 are not expected to exceed the nonadmitted amounts totaling $61,161
and, therefore, no additional provision for uncollectible amounts has been
recorded. The potential for any additional loss is not believed to be
material to the Company's financial condition.
E. None
F. None
G. None
22. Events Subsequent
14.4
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
None
23. Reinsurance
A. None
B. None
C. The following table summarizes ceded and assumed unearned premiums and the
related commission equity at December 31, 2010.
(1) Assumed Ceded Net
Unearned Commission Unearned Commission Unearned Commission
Premiums Equity Premiums Equity Premiums Equity
a. Affiliates
b. All Other 2,868,436 731,877 (2,868,436) (731,877)
c. Total 2,868,436 731,877 (2,868,436) (731,877)
d. Direct Unearned Premium Reserve 8,202,856
(2) The additional or return commission, predicated on loss experience or on any other
form of profit sharing arrangements in this statement as a result of existing
contractual arrangements are accrued as follows:
Direct Assumed Ceded Net
a. Contingent Commission (326,263) 326,263
b. Sliding Scale Adj. 170,356 (170,356)
C. Other Profit Comm.
d. Total (155,907) 155,907
D. There were no reinsurance write offs during 2010 and 2009.
E. None
F. None
G. None
24. Retrospectively Rated Contracts a Contracts Subject to Redetermination (N/A-Title)
A. None
B. None
C. None
D. None
25. Change in Incurred Losses
Reserves as of December 31, 2009 were $25.063 million. As of December 31, 2010,
$7.705 million has been paid for incurred losses and loss adjustment expenses
attributable to insured events of prior years. Reserves remaining for prior
years are now $17.292 million as a result of re-estimation of unpaid claims and
claim adjustment expenses principally on other liability (claims made) lines of
insurance. Therefore, there has been a $.66 million favorable prior-year
development since December 31, 2009 to December 31, 2010. The decrease is
generally the result of ongoing analysis of recent loss development trends.
Original estimates are increased or decreased, as additional information becomes
known regarding individual claims.
26. Intercompany Pooling
A. None
B. None
C. None
D. None
E. None
F. None
G. None
27. Structured Settlements
A. None
B. None
28. Health Care Receivables
A. None
B. None
29. Participating Policies
A. None
B. None
C. None
D. None
30. Premium Deficiency Reserves
None
31. High Deductibles
None
32. Discounting of Liabilities for Unpaid Losses or Unpaid Loss Adjustment Expenses
A. None
B. None
C. None
33. Asbestos/Environmental Reserves
A. None
B. None
C. None
D. None
E. None
F. None
34. Subscriber Savings Accounts
None
35. Multiple Peril Crop Insurance
None
36. Financial Guaranty Insurance
A. None
B. None
14.5
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
PART 1 - COMMON INTERROGATORIES
GENERAL
1.1 Is the reporting entity a member of an Insurance Holding Company System consisting of two or more affiliated
ersons
one or m
f
hi
h
p
,
ore o
w
c
is an insurer? ...................................
-.................................. .._...-......- .......___..........._........................ - - -....._....................._... ....................... -
Yes (X 1 No I i
1.2 N yes, did the reporting entity register and file with its domiciliary State Insurance Commissioner, Director or Superintendent, or with
such regulatory official of the state of domicile of the principal insurer in the Holding Company System, a registration statement
providing disclosure substantially similar to the standards adopted by the National Association of Insurance Commissioners (NAIC) in
its Model Insurance Holdlrg Company System Regulatory Act and model regulations pertaining thereto, or is the reporting entity
subject to standards and disclosure requirements substantially similar to those required by such Act and regulations? ............................ Yes ( X I No I I N/A [ )
1.3 State Regulating? ............... .................................................. ..........................
2.1 Has any change been made during the year of this statement in the charter
by-laws
articles of Incor
oration
or de
d
f
ttl
f t
,
,
p
,
e
o
se
ement o
he
reporting entityr...................................................................................................................... .------------............-_...._............................._.
----.....------...-.
Yes I 1 No I X 1
2.2 it yes, date of change: .............. . .
3.1 State as of what date the latest financial examination of the reporting entity was made or is being made .................. ............................. ... 12/3112006
3.2 State the as of date that the latest financial examination report became available from either the state of domicile or the re
orti
p
ng
entity. This date should be the date of the examined balance sheet and not the date the report was completed or released ....................
12/31/2006
3.3 State as of what date the latest financial examination report became available to other states or the
ublic from either the st
t
f
p
a
e o
domicile or the reporting entity. This is the release date or completion date of the examination report and not the date of the
examination (balance sheet date) ................................................. _....._.................--................-. ............._......---..............------............... 03/23/2010
3.4 By what department or departments?
Missouri Department of Insurance, Financial Institutions & Professional Registration ..... .......................................... _............................. ....
3.5 Have all financial statement adjustments within the latest financial examination report been accounted for in a subsequent financial
statement filed with Departments? ............ .............. .__ ............... ............. _...... -_...... -................ _........................... _...............................
Yes ( 1 No I I N/A I X 1
3.6 Have all of the recommendations within the latest financial examination report been complied with? .... _.......... _....... ....... _ ......................... Yes ( ) No [ 1 N/A
I X I
4.1 During the period covered by this statement, did any agent, broker, sales representative, non-at(Nated sales/service organization or any
combination thereof under common control (other than salaried employees of the reporting entityh receive crack or commissions for or
control a substantial pan (more than 20 percent of any major IIne of business measured on direct premiums) of:
4.11 sales of new business? _....... _._._..__.......................... __........._...................- Yes I I No [ X 1
4.12 renewals? ..................... ......--_--..___...__.._....._....- ............... __......
4.2 During the period covered by this statement, did any sales/service organization owned In whale or In part by the reporting entity or an affiliate, Yes I 1 NO [ X 1
receive credit or commissions for or control a substantial part (more than 20 percent of any major line of business measured on direct
premiums) of:
4.21 sales of new business? .....-.-........... _..-..._..---------- ----------- ---------------------------- Yes ( X 1 No 1 1
4.22 renewals? _..-------..... _......... ---...---------------- -- ------------------- ---....-----........... Yes I X 1 No I I
5.1 Has the reporting entity been a parry to a merger or consolidation during the period covered by this ._.......... -...... Yes [ I No I X 1
5.2 If yes, provide the name of the entity, NAIC Company Code, and state of domicile (use two letter slate abbreviation) for any entity that has
ceased to exist as a result of the merger or consolidation.
6.1 Has the reporting entity had any Certificates of Authority, licenses or registrations (rock dig corporate registration, If applicable) suspended or
revolted by any governmental entity during the reporting period? _.... ...... _.. Yes [ 1 No [ X 1
6.2 t yes, give full Information:
7.1 Does any foreign (non-United States) person or entity directly or indirectly control 10% or more of the reporting entity?
7.2 t yes,
7.21 State the percentage of foreign control; _-_._...__-.__-.._.-.__....-.-_._-._._.__.._.__._-....-.._..---'-...._.
7.22 state the nationallMs) of the foreign person(s) or endity(s) or If the entity is a mutual or reciprocal, the nationality of its manager or
anomeyanh-fact; and Identify the type of entity(s) (e.g., Individual. corporation or government, manager or attorney In fact).
YesI I No IXI
x
15
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
8.1 Is the company a subsidiary of a bank holding company regulated by the Federal Reserve Board?
8.2 It response to 8.1 is yes, please identify the name of the bank holding company.
Yes f I No I X ]
8.3 Is the company affiliated with one or more banks, thrifts or securities firms? ..... ..................... ......... . .-...................... Yes ( 1 No I % I
8.4 If response to 8.3 is yes, please provide the names and locations (city and state of the main office) of any atfiGates regulated by federal
linarlcial regulatory services agency [I.e. the Federal Reserve Board (FRB), the Office of the Comptroller of the Currency (OCC), the Office of
Thrift Supervision (OTS), the Federal Deposit Insurance Corporation (FDIC) and the Securities Exchange Commission (SEC)) and identify
the affiliate's primary federal regulator.
9. What is the name and address of the Independent certified public accountant or accounting firm retained to conduct the annual audit?
Brown Smith Wallace, LLC, 1050 N. Lindbergh, St. Louis, MO 63132
10.1 Has the insurer been granted any exemptions to the prohibited non-audit services provided by the certified independent public accountant
requirements as allowed in Section 7H of the Annual Financial Reporting Model Regulation (Model Audit Rule), or substantially similar state
law 01 regulation?......__ .....................__......__....°°-.__.-__..._._........_..._..............._°--"'_.--...._-_..._........._--°__._......_----.---.........................._..
Yes I 1 No I X 1
10.2 If the response to 10.1 is yes, provide information related to this exemption:
.
.._.....----------------------------- ------ ........._-------------------_......_------ ---- ._......_....._...------- ---- ......"----------- .-------------------- ----- -------- ........-------
------ .............. ---- .......
10.3 Has the insurer been granted any exemptions to the audit committee requirements as allowed In Section 14H of the Annual Financial
Reporting Model Regulation, or substantially similar state law or regulation? _ ................. .... Yes f I No [ X ]
10.4 If the response to 10.3 is yes, provide information related to this exemption:
................. _._............................... _...._.................._.._..._............._.._.....__........_............._..._..._........._...---....................._........_....._......
........__...._....
10.5 Has the insurer been granted any exemptions related to the other requirements of the Annual Financial Reporting Model Regulation as
slowed for in Section 17A of the Model Regulation, or substantially similar state law or regulation? .......................... _......... _._ .............................. Yes I I
No 1 X I
10.6 N the response to 10.5 is yes, provide information related to this exemption:
----------
10.7 Has the reporting entity established an Audit Committee in compliance with the domiciliary state insurance laws? ....__. ........................... Yes ( X I No f I WA ( 1
10.8 If the response to 10.7 is no or Na, please explain
........__.-...._....._._.._ ......................_......._.....--..-.._.._...__......_-......__....._..-_...._..-..-......_.._....._............._.._.......-.........__........--..._-...........-..
-........
11. What is the name, address and affiliation (officeAemployee of the reporting entity, or actuarylconsuitant associated with an actuarial consulting
firm) of the Individual providing the statement of actuarial opinion?cedi0cation?
Charles V. Faerber, FSA, ACAS, Rudd & Wisdom, Inc., 0500 Arboretum Blvd., Austin, TX 78759 ._......... ...... _.-......_._ .............. ...... ...........
12.1 Does the reporting entity own any securities of a real estate holding company or otherwise hold real estate indirectly? ...... .-_..... ......................... Yes I I No I X
1
12.11 Name of real estate holding company.--
12.12 Number of parcels involved .-.--.--`....._._.____.____..-_.....-__---
12.13 Total bookladjusted carrying value .... __......... ....... __................... ...... - - ........ ............... $ .............................. -......
12.2 If, yes provide explanation:
13. FOR UNITED STATES BRANCHES OF ALIEN REPORTING ENTITIES ONLY:
13.1 What charges have been made during the year in the United States manager or the United States trustees of the reporting entity?
13.2 Does this statement contain all business transacted for the reporting entity through its United Slates Branch on dsks wherever located? ...........
13.3 Have there been any changes made to any of the trust ?dentures during the year? _.-_------_---.... -..... ---............... ___..-..-._....__..._..°-
13.4 N answer to (13.3) is yes, has the domid0ary or entry state approved the changes? ......_. __.._...._._._...__.__.___...._......._.._..."_ Yes 1
14.1 Are the senior officers (principal executive officer. principal financial officer, principal accounting officer or canuoW. or persons performkg
sfmNar functions) of the reporting entity subject to a code of ad**, which includes the following standards? --.._._...._.... _
(a) Honest and ethical condu cL Ir dudlnng the ethical handling of actual or apparent conflicts of interest between personal and professional
relationships;
(b) Full, lair. accurate, lamely and understandable disclosure In the periodic reports required to be fled by the reporting entity,
(c) Compliance with appli "governmental laws, rules and regulations;
(d) The prompt internal reporting of violations to an appropriate person or persons Identified in the code; and
(e) Accountability for adherence to the code.
14.11 N the response to 14.1 Is No, please explain:
14.2 Has the code of ethics for senior managers been amended?
14.21 N the response to 142 Is yes, provide Information related to amendment(s).
14.3 Have any provisions of the code of ethics been walled for any of the specified officers?
14.31 N the response to 14.3 is yes, provide the nature of any waiver(s).
Yes [ ] No ( ]
Yes [ ] No [ ]
1 No[ I WAI I
Yes IXI Not I -
Yes [ I No I X I
YesI I No IXI
15.1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
BOARD OF DIRECTORS
15. Is the purchase or sale of all investments of the reporting amity passed upon either by the board of directors or a subordinate committee
thereof? ........... _ .................................. Yes ( X J No 1 1
......................................... ................
1 Does the reporting entity keep a complete permanent record of the proceedings of its board of directors and all subordinate committees
thereof? ._....................................................... _.........._......... ...........-----......-----....._.......---------............-...-.-.---.-._-.................................
.._..... Yes ( X 1 No
17. Has the reporting entity an established procedure for disclosure to its (ward of directors or trustees of any material interest or affiliation on the
part of any of its officers, directors, trustees or responsible employees that is in conflict with the official duties of such person? .......................... Yes I X J No I 1
FINANCIAL
18. Has this statement been prepared using a basis of accounting other than Statutory Accounting Principles (e.g., Generally Accepted
19.1 Accounting Principles)? ..............------ ..................---'
Total amount loaned during the year (inclusive of Separate Accounts
exclusive of policy loans):
i Yes I I No I X J
,
19.11 To d
rectors or other officers ...... ........ 3 ....................... ......... _.
19.12 To stockholders not officers ....... ....... _....$ ......... ..... .....................
19.13 Trustees, supreme or grand
19.2 (Fraternal Only) ..........................
Total amount of loans outstanding at the end of year (inclusive of Separate Accounts, exclusive of ..... ...... $ ......_.__.....---_......-.-..
policy loans): 19.21 To directors or other officers ..... ............ $ .....--._.._------ -.--------- ..
19.22 To stockholders not officers ....... ..-......-$ ..........................
Trustees, supreme or grand
20.1 (Fraternal Only) ................ ........--
Were any assets reported in this statement subject to a contractual obligation to transfer to another party without the liability for such ------------ ........-----.._.................
obligation being reported In the statement? ................. .......
.
20.2 .
_......................................................
N yes, state the amount thereof at December 31 of the current year: Yes f I No I X I
20.21 Rented from others- ..................... ............ $ ......................................
20.22 Borrowed from others .................. ............$ ........ ............ ....... ........_.
20.23 Leased from others ......._.__....... ........... $ _........ ...........................
21.1 20.24 Other ........ -....................... ............
Does this statement include payments for assessments as described In the Annual Statement Instructions other than guaranty fund or ----..._.$ -----_--...........................
27.2 guaranty association assessments? ------'----'----------•- .......................... ......-----'- -......._......
N answer Is yes: ........................._.___......'-- ........ Yes [ X I No I 1
21.21 Amount paid as losses or risk adjustment $ ......................................
21.22 Amount paid as expenses ................ ........... $ ........................... 15.614
.1 21.23 Other amounts paid ......................
Does the reporting entity report any amounts due from parent subsidiaries or affiliates on Pape 2 of this statement? .......... $ ................... .......... ......
22.2 .................... ................
N yes, Indicate any amounts receivable from parent included in the Page 2 amount: .................. ...... _....----__.._-------- --_---_.... ....... Yes (X I No [ 1
x
INVESTMENT
23.1 Were all the stocks, bonds and other securities owned December 31 of current year, over which the reporting entity has exclusive control, in
the actual possession of the reporting entity on said date? (other than securities lending programs addressed in 23.3)............ .... ............_...._.... Yes ( X J No [ j
23.2 If no, give full and complete information relating thereto
23.3 For security lending programs, provide a description of the program k"xiing value for collateral and amount of loaned securities, and
whether collateral is carried on or off-balance sheet. (an alternative Is to reference Note 17 where this Information Is also provided)
23.4 Does the Company's security lending program meet the requirements for a conforming program as outlined in the Risk-Based Capital
Instructions? -------_-_.----.........----------- -_-._-_.._----•------------------ Yes [ I No [ 1 WA [ X 1
23.5. N answer to 23.4 Is yes, report amount of collateral for conforming programs. --.-_°--------,_. ......... _...... _._._....$ ._..._-......
23.6 N answer to 23.41s no, report amount of collateral for other programs. -•-°---,- _ .. _...... $ ..._....... _.
...-............
23.7 Does your securities fencing program require 102% (domestic securities) and 105% (foreign securities) from the oounterparty at the
outset of the contract?.----- ..---_...____.____. -------------•---_-_..----..._. _.....-_ Yes [ 1 Not I WA [ X J
23.8 Does the reporting enmity non-admit when the collateral received from the counteryarty, falls below 100%? ..... ........... ..... ._-.._ ....... ...... _ Yes [ I No I 1 WA I X 1
23.9 Does the reporting entity or ire reporting entity's securities lending agentutilize the Master Securties lendng Agreement (MSLA) to
conduct securities .._.......... ---'-----•°--.-_....__.-°----'--'-••--..__.._........---•-------------------- Yes [ 1 No I I WA [ X I
15.2
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
24.1 Were any of the stocks, bands or other assets of the reporting entity owned at December 31 of the current year not exclusively wrier the
control of the reporting entity, or has the reporting entity sold or transferred any assets subject to a put option contract that is currently in
force? (Exclude securities subject to Interrogatory 20.1 and 23.3) ................ ........................ ...................................................................................... .
Yes I X I No 1 1
24.2 If yes, state the amount thereof at December 31 of the current year: 24.21 Subject to repurchase agreements ........................... .... $ .---- _ ..................._.._......
24.22 Subject to reverse repurchase agreements ............. ....$ ................
24.23 Subject to dollar repurchase agreements ........ ........ .... $ ....... ...... ....................
_-
24.24 Subject to reverse dollar repurchase agreements ... ....$ ...... ..........
24.25 Pledged as collateral .. ...................................... .... $ ------------- ........................
24.26 Placed under option agreements ............................... -$ ......._..._...._..........._..---
24.27 Letter stock or other severities restricted as to sale ._$ ......__-_....__...........-__.
24.28 On deposit with state or other regulatory body ......... ...$ .....................5.370, 530
24.29 Other t
24.3 For category (24.27) provide the following:
25.1 Does the reporting entity have any hedging transactions reported on Schedule DG? ............. _......_.._ ............._...- .......
.............................................. Yes I 1 No I X 1
25.2 If yes, has a comprehensive description of the hedging program been made available to the domiciliary state? ..................................
..... Yes (
I No I 1 WA 1 ]
N no, attach a description with this statement.
26.1 Were any preferred stocks or balls owned as of December 31 of the current year mandatorily convertible into equity, or, at the option of the
Issuer. convertible into equity? ............ _.......... ---------__._.-_............. .......... _...................................................... ...................... -..........._._..-..
Yes I I No I X 1
26.2 g yes, state the amount thereof at December 31 of the current year ...... _-...... _............................................................................................................ .
-$ ............... _.....................
27. Excluding items in Schedule E - Pad 3 - Special Deposits, real estate, mortgage bans and Investments held physicall
in the re
ortin
entit
s
y
p
g
y
offices, vaults or safety deposit boxes, were all stocks, bonds and other securities, owned throughout the current year held pursuant to a
custodial agreement with a qualified bank or trust company In accordance with Section 1, it - General Examination Considerations
F.
,
Outsourcing of Critical Functions, Custodial or Safekeeping Agreements of the NAIL Financial Condition Examiners Handbook? ......... ...... ..... Yes ( X I No 1 1
27.01 For agreements that comply with the requirements of the NAIL Financial Condition Examiners Handbook, complete the following:
Bad
1
27.02 For aft agreements that do not comply with the requirements of the NAIC Financial Condition Examiners Handbook, provide the name, location
and a complete explanation:
27.03 Have there been any changes. Including name charges, in the custodian(s) identified In 27.01 during the current year? ........... -_ ................... __- Yes I 1 No I X 1
27.04 N yes, give hull and complete information refal fg thereto:
27.05 Identify an Investment advisors, brokers/dealers or individuals acting on behalf of bookers/dealers that have access to the investment accounts,
handle securities and have authority to make investments on behalf of the reporting entity:
1
2
3
Central Registrelbn
Depository Number(s) Name Address
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j
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
29. Provide the following information for a8 short-term and long-term bonds and all preferred stocks. Do not substitute amortized value or
statement value for fah value.
1 2 3
Excess of Statement
over Fair Value (-), or
Statement (Admitted) Fair Value over
Value Fair Value Statement +
29.1 Bonds ...................... . --- .....- -- - .........................._............ .................. ..33,909,923 ................... 35.341.901 .....................1.431,978
29.2 Preferred stocks ................. ..-------- ...............----...............-----......._..._---..__._.._.....-.0 ._....._.........._..........._0
29.3 Totals 33,909,923 35,341,901 1,431,978
29.4 Describe the sources or methods utilized in determining the fair values:
The Market Value provided by the NAIC was used N available. Where NAIC market Value was not available, Custodian provided Market
Value.. _ _-----. _.....-.... _
30.1 Was the rate used to calculate lair value determined by a broker or custodian for any of the securities in Schedule D? ......................................... Yes ( X ] No I ]
30.2 It the answer to 30.1 is yes, does the reporting entity have a copy of the brokees or custodian's pricing policy (hard copy or electronic copy) for
all brokers or custodians used as a pricing source? ............... -..................................................................................................... ............................
...... Yes I X I No I 1
30.3 If the answer to 30.2 is no, describe the reporting entity's process for determining a reliable pricing source for purposes of disclosure of fair
value for Schedule D:
31.1 Have all the filing requirements of the Purposes and Procedures Manual of the NAIC Securities Valuation Office been followed? ....................... Yes ( X I No I ]
31.2 If no, list exceptions:
15.4.1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
OTHER
32.1 Amount of payments to trade associations, service organizations and statistical or rating bureaus, if any? ....................... .........._...... .............. ..... .....$
................ 14, 24,718
32.2 List the name of the organization and the amount paid it any such payment represented 251% or more of the total payments to trade associations,
service organizations and statistical or rating bureaus during the period covered by this statement.
tional Assiciation of Mutual Insurance Cmpanies ........... ...------ ..------ _.----------- .------- .------ ------...._.....-------....------- ..---------- .....11,019
Best Coapany ..._ ............._-.._...._._........_........_.........--......._._._........._.............._......._..._....._........_.._............................._...._...7,200
33.1 Amount of payments for legal expenses, if any? .. ..................... ............ ........................... _....................... ....... .....--------- ....................
.................................. .....................-.--_38.523
33.2 List the name of the firm and the amount paid if any such payment represented 25% or more of the total payments for legal expenses
during the period covered by this statement.
34.1 Amount of payments for expenditures in connection With matters before legislative bodes, officers or departments of government, If any? _-------- $ ............................1.400
34.2 List the name of the firm and the amount paid it any such payment represented 25% or more of the total payment expenditures in
connection with matters before legislative bodes, officers or departments of government during the period covered by this statement.
15.5
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
PART 2 - PROPERTY AND CASUALTY INTERROGATORIES
1.1 Does the reporting entity have any direct Medicare Supplement Insurance in force? ..--.--.. __.................. ......._.........-
..........._.......... - -' ........
Yes I
I No I X I
1.2 If yes, indicate premium earned on U. S. business only. ----------- ------------ ............. ...._............. ..................................................... .............. ...$
1.3 What portion of Rom (1.2) is not reported on the Medicare Supplement Insurance Experience Exhibit? ..................................................................... ...$
1.31 Reason for excluding
1.4 Indicate amount of earned premium attributable to Canadian and/or Other Alien not included in Item (1.2) above..... ............................ ...$
1.5 Indicate total incurred claims on all Medicare Supplement Insurance...................... --------------- - ..................................... _....-.....-..........._.................... ...$
0
1.6 Ind,vidual policies: Most current three years:
1.61 Total premium earned ...... ................... ... $ ............ ........................ 0
1.62 Total incurred claims ............................. ... $ _.......--- ---------- .------------- 0
1.63 Number of covered lives .......... ....... .... ...... ............ ...... .................. 0
Ali years prior to most current three years
1.64 Total premium earned _ ........................ ...$ _.....----- --------- ._.---------- 0
1.65 Total incurred claims .-..................... ..... .. $ .................0
1.66 Number of covered lives ........................ _............ ...
..._...0
...............
1.7 Group policies: Most current three years:
1.71 Total premium earned _ ............. _.... ...... ..$ -- ------------------------
1.72 Total Incurred claims ...._........ ._.....--._. ..$ ... ....... ........_.__0
1.73 Number of covered fives ........... .._._.... ..... ............ ....... ._-_---.-..--_0
Ali years prior to most current three years
1.74 Total premium earned.._...__.._......... .. $ ...._._... .._._........_._..0
1.75 Total incurred claims ....... _......... ...... .. $ ....._...... .. _._....... ..... 0
1.76 Number of covered lives ..... _................ .... .... ........ .. _......_-......._0
2. Health Test:
2.1 Premium
2.2 Premium Denominator
2.3 Premium Ratio (2.12.2) ......... -_._....._.-..-...-------...__......
2.4 Reserve Numerator -.-------.---.--.-...._.--.....-..-..-...--.
2.5 Reserve
2.6 Reserve Ratio (2.42.5) --.-.-.__._.._..-...... _._._..._.............
1 2
Current Year Prior Year
.......................... _....._-.
--------- ---- __.10.964.112 ........ _._............ _......
--
._..._..._..... 11,947.279
...................... 0.000 ........ -........ .__._.0.000
.... ....... --- ........... 0 ........_...... -'- -°---?
___.311.168,354 ........... ..... .'30, 803, 895
_..__ ..................... 0.0w ........ ....... ---....._.0.000
3.1 Does the reporting entity Issue both participating and non-participating policies?
3.2 N yes, state the amount of calendar year premiums written on:
YesI I No IXI
3.21 Participating policies-.-_----'$ ..-........ _.......... ......
3.22 Non-paAkcipaii g policies .-..-._-._..$ .._......_.............. _.._
4. For mutual reporting Entities and Reciprocal Eccharges Only.
4.1 Does the reporting entity f taw assessable polides9 Yes I I No I X 1
4.2 Does the reporting entry Issue rwri4mess" policies? _.------__-.-......-------------------------------•--__---- Yes I X I No 1 1
4.3 0 assessable potdes are issued, what is the extent of the contingent liability of the poNcyholders? ....... _.._._....._...- .................
_....._-..___.....%
4.4 Total amount of assessments paid or ordered to be paid during the year on deposit notes or contingent premiums..._._.....-.....
5. For Reciprocal Exchanges Or*f.
5.1 Does the Exchange appoint local agents? -.......-------•----_..____._.._..__----..._.-................... _.......... _..--....... -----._..------ Yes I I No [ 1
5.2 0 yes, is the commission paid:
5.21 Out of Attorneys-InHad cortpensation_-..-..-....._.-............... Yes I I No I I WA I 1
5.22 As a direct expense of the exchange.-------..------------------_----- Yes I 1 No I 1 WA I 1
53 What expenses of the Exchange are not paid out of the compensation of the Attom"4ad?
_.......... _...-_-----_...__ _-.-..--
5.4 Has any Attorney-in4aat compensaton, conifingent on fulfillment of certain conditions, been deferred? -...---._.---- ....__.__-..-_--._-.-_-._ Yes I 1 No I I
5.5 t yes, give full information
16
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
PART 2 - PROPERTY AND CASUALTY INTERROGATORIES
6.1 What provision has this reporting entity made to protect itself from an excessive loss in the event of a catastrophe under a workers'
compensation contract issued without limit of loss?
Do Not Write Workers' compensation Insurance ............ ..........................._.............._.........-.._........_................_............._.._..._..._............................
6.2 Describe the method used to estimate this reporting entity's probable maximum insurance loss, and identify the type of insured exposures
comprising that probable maximum loss, the locations of concentrations of those exposures and the external resources (such as consulting
firms or computer software models), if any, used in the estimation process.
Do Not Write Workers' Compensatoin Insurance ..................... ................... ....... ............... ...__.._._................ .__._.........._.____.............. ...............
.
6.3 What provision has this reporting entity made (such as a catastrophic reinsurance program) to protect itself from an excessive loss arising
from the types and concen ratlons of insured exposures comprising its probable maximum property insurance loss?
Do Not Write Workers' Compensation Insurance ..................... ............................... ................ ._._.- -.................... .......--.......-...................._...----.....
6.4 Does the reporting entity carry catastrophe reinsurance protection for at least one reinstatement, in an amount sufficient to cover its estimated
probable maximum loss attributable to a single loss event or occurrence? ..... -................. __....--...--.........-............._._._..............__.............._.. Yes ( I No
( X 1
6.5 If no, describe any arrangements or mechanisms employed by the reporting entity to supplement its catastrophe reinsurance program or to
hedge its exposure to umeinsured catastrophic loss.
Written Lines of Business Are Not Subject To catastrophe Loss ...................................... ..................... .......................... ..................... ...............
7.1 Has this reporting angry reinsured any risk with any other entity under a quota share reinsurance contract that includes a provision that would
limit the reinsurefs losses below the stated quota share percentage (e.g., a deductible, a loss ratio corridor, a loss ratio cap, an aggregate
limit or any similar provisions)?.----._ ..................................................... __..---------------------------- --------- ..................... _......................................
............... Yes [ I No I X 1
7.2 N yes, indicate the number of reinsurance contracts containing such provisions: .................................... ................................................ ---
7.3 N yes, does the amount of reinsurance credit taken reflect the reduction in quota share coverage caused by any applicable limiting
provision(s)?..... -............................................... -------......._..... -------............._.._..... _._....-.......... ..... --._.. -- ...............................
Yes I I No [ 1
8.1 Has this reporting entity reinsured any risk with any other Shifty and agreed to release such entity from liability, in whole or in part, from any
loss that may occur on this risk, or portion thereof, reinsured? ................ ...........--_....... -............... ......................................... ............_.........---_....-.
Yes I 1 No I X 1
8.2 N yes, give full information
91 Has the reporting amity ceded any risk under any reinsurance contract (or under multiple contracts with the same reinsurer or its affiliate) for
which during the period covered by the statement: 0) N recorded a positive or negative underwddW result greater than 5% of prior year-end
surplus as regards PoLlholders or it reported calendar year written premium ceded or year-end loss and We expense reserves ceded
greater than 5% of prior year-end surplus as regards policyholders; (H) it accounted for that contract as reinsurance and not as a deposit; and
(lit) the contract(s) contain one or more of the fallowing features or other features that would have similar results:
(a) A contract term longer that two years and the contract is noncancellable by the reporting entity during the contract term;
(b) A limited or conditional cancellation provision under which cancellation triggers an obligation by the reporting entity, or an affiliate of the
reporting amity, to enter into a new reinsurance contract with the reinsurer, or an affiliate of the reinsures;
(c) Aggregate stop toss reinsurance coverage;
(d) A unilateral right by either party (or both parties) to commute the reinsurance contract, whether conditional or n% except for such
provisions which are only triggered by a decline in the credit status of the other party;
(e) A provision pesmkft reporting at losses, or payment of losses, less frequently than on a quarterly basis (unfess there is no activity during
the period); or
(1) Payment schedule, accumulating retentions from multiple years or any features inherently designed to delay timing of the reimbursement to
the ceding entity ............ -----------__------._.-....__----`----................ _------ -------------------- _----- _-............... _.......... .................... Yes i I No
[ X I
9.2 Has the reporting entity during the period covered by the statement carded any risk under any reinsurance contract (or under mutpple contracts
with the same reinsureir or its aMates), for which, during the period covered by the statement, h recanted a positive or negative underwriting
result loss expense reserves ceded greater Mat e 5% as regards polkyholders prior year-end wapkrs or
it reported calenclair regards polbyfalixs; ewritten premium xcluding cession co?ecrpprovedd year-end loss
and
Poo" artagamants or to captive knuance companies that are directly or indroi confrolYg, controlled by, or under common control
with 0) one or more ureHNiated policyholders of the reporting entity, or (1) an association of which one or more unaffnfiated policyholders of
the reporting amity, b a member where:
(a) The written premium ceded to the reinsuer by Me reporting entity or its affiliates represents fifty percent (50%) or more of the entire direct
and assumed premium written by the rebsurer based on its most recently available financial statement or
(b) Twenty-five percent (25%) or more of the written premium ceded to the rebsurer has been retroceded back to the reporting entity or its
affiliates in a separate reinsurance contract. yes ( I No I X I
9.3 N yes to 9.1 or 9.2, please pro" the following Information In the Reinsurance Summary Supplemental Fling for General Interrogatory 9:
(a) The aggregate rnendel statement impact gross of an such ceded reinsurance contracts on the balance Sheet and statement of ixcome;
(b) A summary of the reinsurance contract terms and Indicate whether it applies to the contracts meeting the criteria In 9.1 or 9.2; and
(c) A brief disarssbn of managemenrs Principle objectives In entering Into the reinsurance contract inducing the economic purpose to be
achieved.
9.4 Except for transactions meeting the requirements of paragraph 32 of SSAP No. 62R, Property and Casualty Reinsurance, has the reporting
entity ceded any risk under any reinsurance contract (or multiple contracts with the same reinsuer or Its affiliates) during the period covered
by the financial statement, and elMer:
(a) Accounted for that contract as reinsurance (SOW prospective a retroactive) under statutory accounting principles ('SAPI and as a
deposit under generally accepted accounting principles (nmP'); or
(b) Accounted for that contract as reinsurance under GAAP and as a deposit under SAP? yes I I No I X 1
9.5 N yes to 9.4, explain in the Reinsurance Summary Supplemental Filing for General Interrogatory 9 (Section D) why Me contract(s) Is treated
i
d
fferently for GAAP and SAP.
9.6 The reporting entity Is exempt from the Reinsurance Attestation Supplement under one or more of the following criteria:
(a) The entity does not utilize reinsurance; or,
Yes ( j No I X 1
(b) The entity, only engages in a 100% quota share contract with an affiliate and the affiliated or lead
company has tiled an attestation
supplenaM; or entity
(c) The has e? cessions and orgy participates In an Intercompany pool and the affiliated or lead
company has tiled an I 1 I X 1
Yes NO
10. If the neportig entity has assumed risks from another entity, there should be charged on account of such reksurances a reserve equal rats NO [
[ I X ]
to that which the original amity would have been required to charge had it retained the risks. Has this been done? ----.._--_°- Yes I I No I 1 WA I X I
16.1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
PART 2 - PROPERTY AND CASUALTY INTERROGATORIES
11.1 Has the reporting entity guaranteed policies issued by any other entity and now in force? ..._......................................... _...............__.........................
Yes ( 1 No I X 1
11.2 N yes, give full information
12.1 N the reporting amity recorded accrued retrospective premiums on insurance contracts on Line 153 of the asset schedule, Page 2, state the
amount of corresponding liabilities recorded for:
12.11 Unpaid losses ...... ....................................................................................... ... 3 ....._.......-........ ............
12.12 Unpaid underwriting expenses (including loss adjustment expenses) ... ...$ ..............
12.2 Of the amount on Line 15.3, Page 2, state the amount which is seared by letters of credit, collateral, and other funds ............................... _......... ...
$
12.3 N the reporting entity underwrites commercial insurance risks, such as workers' compensation, are premium notes or promissory notes
accepted from its insureds covering unpaid premiums andlor unpaid losses? ..................... .................._.....-......................._.............-.......... Yes I I No
I I N/A I X 1
12.4 N yes, provide the range of Interest rates charged under such notes during the period covered by this statement:
12.41 From ..................... ..._......-------------- ..............._........-.............................--.... .._........-........_._......... %
12.42 To-................... .... ............................ _.......-----...._........_......_..--°--...... _.................................. %
12.5 Are letters of credit or collateral and other funds received from insureds being utilized by the reporting entity to secure premium notes or
promissory notes taken by a reporting entity, or to secure any of the reporting entity's reported direct unpaid loss reserves , including unpaid
losses under loss deductible features of commercial policies? ................................................ ..................................................... _...... .........................
Yes I X I No I 1
12.6 N yes, state the amount thereof at December 31 of the current year:
12.61 Letters of credit .......................... _....... .................. ............ ...... ................. ..$ ._.---------- ------.....------
12.62 Collateral and other funds .............. .... ................. _...._._........_..._...__..... ...$ .._....................... 17,900
13.1 Largest riot aggregate amount Insured in any one risk (excluding workers' compensation):.-.-.-......--_-.-.-_-.---.-.-...............__.._.-......__.._..-....- -.$ 250.000
13.2 Does any reinsurance contract considered in the calculation of this annum include an aggregate limit of recovery without also including a
reinstatement provision? .............. ------- Yes I I No I X 1
13.3 State the number of reinsurance contracts (excluding individual facultative risk certificates, but including facultative programs
automatic
,
facilities or facultative obligatory contracts) considered In the calculation of the amount. ----.-------------..... .......... _-....... -............. _...... ........ ....... -.....
............._...........5
14.1 Is the company a osdant In a multiple coolant reinsurance contract' --------- _........ -------- ...........................-. .. ..... Yes I I No I X I
14.2 N yes, please describe the method of allocating and recording reinsurance among the cedants
14.3 N the answer to 14.1 is yes, are the methods described In hem 14.2 entirely contained in the respective multiple pedant reinsurance
contracts? -----..._---'----- ..._ -----°- '-- -- --- - -- ................................................. --- - -- .............. ........ -.............-'--'-" - Yes [ 1 No f 1
14.4 If the answer to 14.3 is no, are all the methods described in 14.2 entirety contained in written agraements7.._......_-_-.._ .............. .......... __........ Yes I I No I ]
14.5 N the answer to 14.4 is no, please explain:
-.... _......._ W _-.??-.____.-.._._._.....__?..._..._._-...
15.1 Has the reporting entity guaranteed any financed premium accounts?
15.2 N yes, give full information
YesI I No IXI
16.1 Does the reporting entity write any warranty business? Yes I I No I X I
N yes, disclose the fohowlrg Information for each of the following types of warranty coverage:
1 2 3 4 5
Direct Losses Direct Losses Direct Written Direct Premium Direct Premium
Incurred Unpaid Premium Unearned Eamed
16.11 Home - - ---- - ----
16.12 Products _..-._.._.______-_._.____.-._._..__.._
__,__.._..._..._. _...
'
.___._.--._.._.__...... -- -------
16.13 Automobhe _.....__.-_.._.-___.-'.-..__.._...-_.
-_.....__.....-'__... _.. ___.....__......._...- __.-_?._..._..._.._
---.....----._._._...--
16.14 Other' ._-....,._-__..._-'- .--._-_.......___.._.. .....
16.2
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
PART 2 - PROPERTY AND CASUALTY INTERROGATORIES
17.1 Does the reporting entity include amounts recoverable on unauthorized reinsurance in Schedule F -Pan 3 that it exclodes from Schedule F -
Part S? ............................... -.. Yes I I No I X I
Incurred but not reported losses on contracts in force prior to July 1, 1994, and not subsequently renewed are exempt from
inclusion in Schedule F - Part 5. Provide the following information for this exemption:
17.11 Gross amount of unauthorized reinsurance in Schedule F - Part 3 excluded
from Schedule F - Part 5............................................... ................................ ... $ ......... ........... ........
.---
17.12 Unfunded portion of Interrogatory 17.11 ........................................................ ... ; -........_......_.._...............
17.13 Paid losses and loss adjustment expenses portion of Interrogatory 17.11. .--.y ......... ..... _-_....... ._....
.
17.14 Case reserves portion of Interrogatory 17.11 .......................................... ... $ .............
.........................
17.15 Incurred but not reported portion of Interrogatory 17.11 ..... .......................... _.; .---__..._........................
17.16 Unearned premium portion of Interrogatory 17.11 ........................................ ... $ ......................................
17.17 Contingent commission portion of Interrogatory 17.11 _ .............................. ... $ _.-_.
Provide the following information for an other amounts included in Schedule F - P an 3 and excluded from
Schedule F - Part 5, not included above.
17.18 Gross amount of unauthorized reinsurance in Schedule F - Part 3 excluded
from Schedule F - Part 5 ......-. ...................................... _..... -..._...................... ;
17.19 unfunded portion of Interrogatory 17.18 ............................. _........... ................ ; ............... ......-........._....
17.20 Paid losses and loss adjustment expenses portion of Interrogatory 17.18.....5 ............ _........................
17.21 Case reserves portion of Interrogatory 17.18.... _ .............................................;
17.22 Incurred but not reported portion of Interrogatory 17.18 ..........................$ .
17.23 Unearned premium portion of Interrogatory 17.18 ...........................................$ --..--.-...._.-..........__.....-.
17.24 Contingent commission portion of Interrogatory 17.18................... _........... -_; .... ........................
........
18.1 Do you act as a custodian for health savings accounts? .-._..... ...........................
18.2 If yes, please provide the amount of custodial funds held as of the reporting date.
18.3 Do you act as an administrator for health savings accounts? _...-.---_---_-..----..---
18.4 N yes, please provide the balance of funds administered as of the reporting date.
YesI I NO IXI
Yes I I No I X I
16.3
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
FIVE-YEAR HISTORICAL DATA
Show ammmfs I. whnla rwl- nnly nn a-- cm..o., m.....s.,
t 2 3 4 5
2010 2009 2008 2007 2006
Gross Premiums Written (Page 8, Part 18 Cols.
1,2&3)
1. Liability lines (Lines 11.1, 11.2, 16, 17.1, 17.2, 17.3 ,
18.1. 18.2.19.1, 19.2 & 19.3,19.4)........................ ....._.._......_.16,958,397 ------------------- 18.20(.150 .........--.......20,588.460 ................... 3,438.767 ............
-..... 23,322,136
2. Property lines (Lines 1, 2. 9. 12, 21 & 26) ................ .. ................................... 0 ------------ ...................... 0 ................... D .......------........-...------..0
-......._0
3. Property and liability combined lines (Lines 3, 4, 5,
8, 22 a 27) .............'-...._.__..... ......_--..-..._...__.....-_0 .
4. All other lines (Lines 6, 10, 13, 14, 15, 23, 24, 28,
29,30&34)................................... _......................- ........"_ ._.......270,392 -......................389.867 ----------- .............. 378.297 ------------- ...........
318.360 - --.._._.....234.694
5. Nonproportional reinsurance lines (Lines 31, 32 &
33)..-_....... ...... ......................... ......_......................... . 0 0 0 0 0
6. Total Line 35)._ .......................................................... . --------------- ._17,228.789 .................... 18,594.017 .................. 20.966,757 -------------------
23,757,127 ..................23,556,830
Net Premiums Written (Page 8, Part 18, Col. 6)
7. Liability lines (Lines 11.1, 11.2. 16, 17.1. 17.2, 17.3,
18.1. 18.2, 19.1, 19.2 & 19.3.19.4) ............. ........... . ------------- __ 10,430,196 .......... 11,285.315 ................... 12,649,294 ...................13,989,289 ...................
13.879,377
8. Property fines (Lines 1. 2. 9, 12, 21 a 26) .----------- --- - ------------------------- ........0 ...................... 0 ................................... 0 ...........-.-..-...._........--°
__....._..-_-..._.-..._......0
9. Property and liability combined lines (Lines 3, 4, 5,
8, 22 & 27)......................... ........"'--'------------------... ......_......._..._..._...--....0 ........ -.......... .............. 0 ..._....__...-----....-........0 ...............-.-....
-.........--0 °
10. All other fines (Lines 6, 10, 13, 14, 15, 23, 24, 28,
29, 30 & 34)............ .......... _........... - ............ - ..... ............... 126.677 ........................124,211 ............ - ..........131,868 -- .............. .132,389
...._...-_.....-....105.135
11. Nonproportional reinsurance lines (Ones 31. 32 &
33) ------ ---......... ........ ..-........................................... . 0 0 0 0 0
12. Total (Una 35)............ _.................. .._........................ . .................10.556.873 ................... 11.409,5N .................... 12,781.162 ...........
-....... 14,121,678 ............ 13,984.512
Statement of Income (Page 4)
13 Not underwriting gain (loss)(Una 8)._ ....................... ........... _...... (3,324,371) -----........... ..1506,687) ._................... 1127,553) -.-°-'-.---.-----.1,452.270 .............
...... (5,753,280)
14. Net investment gain or (loss)(Una 11)---.-....... _..... ................ .... 1.000,156 .................. _.1,059,893 ............ ....... .1,578,021 .............-.....1,765,306 ..............
....... 1.590,305
15. Total other kmcome(Una 15)..-_..._..._._........... ........ . _..__...... ...... 249,689 ................ _...... 244.447
- ............. ....... _.263,511 ........ _........... 299,768 ........................356,437
16. Dividends to policyholders (Une 17) .............. _..... . ..... _.......
17. Federal and foreign Income taxes Maned (Una 19) (53,082 27,150 19,847 30 273) 201,509)
18. Net income (Line 20j__._....._.......... _ ............ .......... ................ _..(2,021,444) ......................... 770.503 ....... ........... _1,694,132 ........ _...........
3.547,617 .................... (3.605,029)
Balance Sheet Unea (Pages 2 and 3)
19. Total admitted assets excluding protected cell
business (Page 2,the 26,Col. 3)....___--.-._....- .._._._.......56,080.248 .................. 57.082,812 -.----.-_,.80,053,131 ........ ......... 62,260,246 ................... 59,297.676
20. Premiums and considerations (Page 2, Col. 3)
20.1 In course of collection (Una 15.1)...._...._-...__ ...................3.625,151 ---------....-.....3,061,820 --.--............. 3.360,385 ._....--.--....3,92,5.248 .....................
4,006.074
20.2 Deterred and riot yet due (Line 15.2)......__..... .._.._............... _.-......0 .................. -.......... .... 0 ...-.....__..--'--_..0 _........_........_............0 ..-......_._._.'
....._-......_0
20.3 Accrued retrospective premiums (Line 15.3)..- -.......... --------------- ___D ....................... .......... 0 _........ ........ _...-_..._.0 -........._....._____.......0 _._...._...._...
.....-...-.....0
21. Taal liabilities excluding protected can business
(Page 3, Line 26)___..___.._...__............... _._.... ....... ..... _.,33,831.527 ..... 33,522.814 _.....__..._.36,802.523 .. ..,38,820.8,59 .3 9,697.365
22. Losses (Page 3. Une 1)....._-------•-_...__.... -_ ....... .......... 46,897,957 ---......... _15,335,125 759,367
23. Loss a4ustmentexpenses (Page 3,Line 3)_._..... ...... ___11,935,975 .... _........... 9,727.109 .--•-----_10,244,406 ._-----_10,587,379 .--°-......_.11,206,586
24. Unearned premiums (Page 3,Line 9)____---- -.---...._5,334.422 ...__............ 5.741,661 .__._...-...6,279,414 . .....__-.8,846.436 _.................. 6.823.547
25. Capital paid up (Page 3, Lines 30 & 31) -_- _ ° ---------•---° ---_..._..--..--._._..0 ...0
26. Surplus as regards policyholders (Page 3, Una 37)_ .._...... ...... .22,248,721 ...... -......... 23.559,998 ........ _..... 23,250,608 439,387 ...... _......... 19,60.311
Cash Flow (Page 5)
27. Net cash from operations (Line 11) ....._....-.(1,901.076) ..... _..... _._(1,556,216) _-.__.
_921.7°1
.............. _.2.305.618
Rbk
-Based CapiW Analysis
28. Total adjusted cepital_---._ _---.---- -.-_.--.22.247,721 -.-----_23,559,998 , ..___-_-23,250.608 ____..23,439,387 _...... -..... _19,600.311
29. Authorized control ievelrisk-based -.._.._........ ,622.404 _-------------- _4,264.877 __-4,3139.291 __.____....4.264,141 --- ................4.502.249
Psrurtape OIs1rlWttion of Cash, Cash
EqulvelaMS and Imrealsd Assets (Page 2, Col.
3) (Line divided by Page 2, Ulte 12, CoL 3)
X100.0
30. Bonds (Line 1) ._.-...... .-...74.1 -..... 72.9 . .... •--...._....._..70.9
31. Stocks (Limes 2.1 a -------- '---'---._ ----....17.9 - ---------• ----...16.0 --•--._-.._..13.0 . - - -- -- - 16.4 . .15.5
32. hltMgayyg bans an real estate (Ones 3.1 and 3.2) ........... ____.__0.0
.
.-...._.-•-.----_---.0.0
---...-__.11.0
..---------.._-------•0.0
0.0
33. Real estate (Linea 4.1, 4.2 & 4.3) ._.___....---_ '-....._..-..-._._.3.7 . __......_._-....... .3.7 . __._-...-.__..,3.1 _.._.__..._--...3.0 _ . ............. -...... _3.0
34. Cash, cash equivalents and ~-term Investments
(Line 5) ------- - - __- _._.- _ --- °-- -10.8 . -..... ------.--•-.....8.1 __ . - -b 6 •--- --- ._7.7 - - 10.5
- - --°----- -
35. Connect bans lone 6) --_......... _-__---------- •----..-......... -0.O
36. Derivatives (Line >)--------..____.----------..
37. Oil- hwsted assets (Line 8) -__...._.___0.0 . --- -- --...
0.0
38. Receivables for securities (Line 9) - ----.-.._._._._D.0 _------------D.O .. _...........
0
0
._.._.
39. Securities landing reinvested co8ateral assets (Line .
_...._. .
-----..._
10)--...-_-__.._...?___...._._....-. - ------...---`--D.0 -- -`_.J000...... _.... ...... --• -'----- .... __.. .. .. .......... XXK
40. Aggregate write-ins for Invested assets (Line 11)
0.0
0.0
0.0
0.0 ............
0.0
41. Cash, Cash equivalents and invested assets (Line
-tOD.4.----'-- - - - 100.0..._...._ ..... ........ .
100.0
Investments in Parent, Subskilwiss and -_
._.-_....._.
ARBfates
42. Affiliated bonds (Schedule D, Summary
Line 12
,
,
COL
._
.---
43. Affiliated preferred clocks (Schedule D
Summary
.
,
Line 18. COL
4t. Affiliated common stocks (Schedule D. Summary
.
Line 24, Col. 1).-----_---- ---- -.
__.____4.450.795 --
•-------4.307.246 _
...... -.
582
3
839
45. Affiliated ~40rm Investments (subbtats Included -- -------------- _
.
.
in SdWAM DA Verification, COL 5, Line 10).-.._
46. Affiliated mortgage bans on real estate
47. AN O#w affiliated
48. Taal of above Lines 42to 47-_. --.. t, 450.735 _-4,307,248 -__-_4,T75,944 ----3.892,052 - --............ 3
582
839
49. Percentage of Investments in parerrt, subsidiaries ,
,
and Milan to surplus as regards policyholders
(Una 48 above divided by Page 3, Col. 1, Line 37
x 100.0 20.0 18.3 18.0 16.6 18.3
17
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
FIVE-YEAR HISTORICAL DATA
1 Vy2 3 4 5
2010 2009 2008 2007 2006
Capital and Surplus Accounts (Page 4)
50. Net unrealized capital gains (losses) (Line 24) ......... ....-`---......._.._613,077 ....._............... 1379,625 )................... (1,264,988 )..................... ...369.863 .........---
-----.......337,471
51. Dividends to stockholders (Line 35) ........................... ._............-..................... ....... ................. ...........
52. Change in surplus as regards policyholders for the
year (Line 38) ................... .................................. _....... .................... (1,311,277 ) ........................ 309.390 ................ .......(188,779 )
.................... 3,839, 016
.--' .............._1.616,628
Gross Losses Paid (Page 9, Part 2, Cols. 1 & 2)
53. Liability lines (Lines 11.1, 11.2, 16, 17.1, 17.2, 17.3,
18.1. 18.2,19.1, 19.2 & 19.3, 19.4) .......................... .................... 6.509.663 .............. 4,614.883 .................... 5.164,294 .................... 5,400,166 ...
_....6.388,492
54. Property lines (Lines 1, 2, 9, 12, 21 & 26).. ........_.._ .. ..........................__.....0 ............ 0 .......-..__-.-.._..........._.0 .0
55. Property and liability combined lines (Lines 3, 4, 5,
8,22& 27)........ _......................................................... ._...... -.... ................. .......... .......................... 0 ...................................0 ............
... .......... ........ 0 ............. 0
56. All other lines (Lines 6, 10, 13, 14, 15, 23, 24, 28,
29, 30 & 34) ................ _.._........._.........._..._._........... ......... ....... .......... 6.252 .......................... 35.638 --------._.....---.-16,000 ......-............
-..18,415 - ............. 0
57. Nonproportional reinsurance lines (Limes 31, 32 &
33)................. - ............................................................. 0 0 0 0 0
56. Total (Line 35)............................... _._._...._..............-- ............ _....... 6,515,915 ............ ....... 4,650,521 .... 5,180.294 ..--.....-...-.--..5,418,581 ............
6,388,492
Net Losses Paid (Page 9, Part 2, Col. 4)
59. Llablity lines; (Lines 11.1. 11.2, 16, 17.1, 17.2, 17.3,
19.1.18.2.19.1.19.2 & 19.3,19.4)..._........ _......... _ .................... 3,361,566 ................... 3,753,662 ..................... 4,066,503 ..................... 4,479.533 ................
....3,784,115
60. Property Ones (Lines 1, 2, 9, 12, 21 & 26) _...... _ ..... ..................... ............. 0 ......... _........................ 0 _-----..... --................. 0 ..........................
... _-.0 ........0
61. Property and liability combined lines (Lines 3, 4, 5
,
8, 22 & 27) -........ .... ............... ......... .__..... _........ .
.................. ............... 0
.......... 0
........... _..................... 0
62. AN other lines (Lines 6.10. 13, 14, 15, 23, 24, 28,
29,30&34)....._-_..---...__._..__..__.._.____._._ .......................-.17,819 .......... _.... -.._8,000 --.................... 3,207 0
63. Nonproportional reinsurance lines (Lines 31, 32 &
33).............. ___.-------- -----------_-----'--...--- 0 0 0 0 0
64. Total (Line 35).._ ............................. __..---------'--.... _.._._.._._.-.3,364,692 ................... 3,771.481 ._._._.__.....4,094,503 4,488,740 ........... 3,784.115
Operating Percentages (Page 4) (Une divided by
Page 4, Line 1) X 100.0
65. Premiums earned (Line 1).__------- _....... _..-...----- ..-........ 100.0.............. ..._....... .100.0.......... __ ............... 1004 ..............
66. Losses incurred (Line 2) --- -` ---...... - ---- - - ----- ...44.9 --- - ... _-.16.2 ........ ........ _....__.19.9 .................. ----...56.3
67. Loss expenses incurred (Line 3)........ . __......... . .....-._..._.._......_47.2 .... -....._..._...-....53.5 ._ _................. -.45.7 - --......._ .......... 38.3 ...........
........ ......... 56.5
68. Other underwriting expenses Incurred (Line 4) ...--- ----------- -- _--.38.2 ---- .... .... _.......... 34.8 ------ .- ..----.....35.4
-
--- -- -...-..........10.7
.............................. 30.6
69. Net underwriting gain (loss) (Line 8).___.......... . ._.......---.......... (30.3) ..... _._................. (4.2) ............ __..._._..... (1.0) _..__.----•-°--.10.3 ..---.....
_............. (43.4)
Other Percentages
70. Other underwriting expenses to net premiums
written (Page 4, Lines 4 + 5 -15 divided by Page
8, Part 1 B, Col. 6. Line 35 x 100.0) ---.--__-- - -------._.......... 37.3 .....___.._-..._..31.0 ._.____..-........ 34.9 •---._.-....... ... 18.5 ............ -................ 26.5
71. Losses and loss expenses Incurred to premiums
earned (Page 4, Lines 2 + 3 divided by Page 4,
Line / x 100.0) ._._------- -..-65.6 69.0 ----------------- -112.8
72. Net premiums written to policyholders' surplus
(Page 8, Pan 18, Col. 6, Line 35 divided by Page
3. Line 37. Col 1 x 100.0)._--,_...._._-_._.__... ......... ,.._.._A7.4 .............. .... _._.48.4 .--__..-........ ..... 55.0 . ..__....._.-.....--60.2 ...-71.3
One Year Loss Development (000 omitted)
73. Development In estimated losses and loss
expenses laurred prior to cement year (Schedule
P - Part 2 - Summary, Line 1Z Col. 11) ----•--_---..._638 . _.___-.._- -.......... .... 2,010
74. Percent of development of losses and loss
expenses Incurred to pole ftWrs' surplus of prior
year end (Line 73 above divided by Page 4, Lkw
21, Col 1 X . .--._. __. _.__.-.-(5.7) __..._...-._._18.2) _...-__....._.._..(12.9) __. 11.2
Two Year Loss Development! (000 omitted)
75. Development in estimated braes and loss
expenses Incurred two years before the current
year and prior yew (Schedule P. Part 2 -
Summary. Line 12, Col. 12)------.____ .... .... _-•--_._ . (449) . ---------(1.849) (3.735) 339 . ..................2,206
76. Percent of development of fosses and loss
expanses Incurred to reported pollcooldws'
errplus of second prior yew and (Line 75 above
P 4 Lie 21, Col. 2 x 100.0 1.9 7.9 ?
1 1
9
NOTE: N a Dart to a fewer. h.-th.i ..-r-.a-?.v . . 10.6
--- --- -•----,,,,.w.'.-a-, w, wrnpratnue wan ae amcimure
requirements of SSAP No. 3, Accounting Changes and Correction of Errors? _-?-•_-- Yes I I No ( 1
no, please explain. ---__._.------------
18
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule F - Part 1
NONE
Schedule F - Part 2
NONE
20,21
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22
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 3
1 2 Ceded Reinsurance as of December 31
Current Year 000 OMITTED
3 4 5 5
7 , Reirmu renoe Recover able On
R
suran
ce Pa
le
18
19
Reinsurance
C
t 8 9 10 17 12 13 14 15 ?? 17
NAIL on
racts
Ceding 75%
Net Amount
Com- or More of Recoverable Funds Held
Federal ID
Number
parry
Cod
Domidfiary Direct
Premiums Reinsurance
Premiums
Paid Known Case
L Known Case
Contingent
Columns
Ceded Other
Amounts From
Reinsurers By Company
Under
2099999. To e
tal Prote Name of Reinsurer
cted Cells Judadictbn Written Ceded
Losses
Paid LAE oss
Reserves LAE
Reserves IBNR Loss
Reserves IBNR LAE
R Unearned Commis- 7 thru 14 Balances Due to Cols. 15 - Reinsurance
eserves Premiums sions Totals Payable Reinsurers r16 + 171 Treads.
to ---------...__......"..,,.o..o -in' e'oa,aurwaa oeaaes.
M commission rate to be reported is by ConVap will ceded premium n excess of $50,000:
1 2 3
Neme of Reineurar C911IM1012a Rate Ceded Premium
1.
2.
3.
4.
S.
B. Report the five largest reinsurance recoverablea reported In Column 15, due from any one reinsures (based on the total recoverables,
Line 9999999, Column 15), the amount of ceded premium, and indicate whether the reCCVerables are due from an atMiated insurer.
1 2 3 4
Neme of Reineumr Total Recoverahlea Ceded Affiliated
1. 1SKIIIII 11N REINS C REINS I CO OF e,719 1,568 Yes I 1 No I X 1
2. 7R7NSAILNRIp AE Premiums
,018 1,021 Yes I I No I X 1
r? 3. CATLIN INS Co LTD 9,201 1,023 Yee I 1 N. I X 1
N 4. LLOYD'S VNCICA7E N3 2523 1,878 907 Yea I 1 N. I X 1
5. I VNW INICIMM IOUIN(S AG 1.022 --.441 Yes I I N. I X I
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 4
t 2 -- r 1 of ceded R einsurance as of December 31 C urrent Year 000 OMITTED
3 4 Reinsuran ce Recoverable on Paid Loaaea and P aid Loss Adjustmen t Expenses
NAIC
5
Overdue
11 12 13
Federal ro Corn-
PWW 6 7 8 9 10 Percentage More
Nurrlbar
Code
Name of Reinsurer DomldBary
Jurisdiction
Cunard
Total Overdue
Total Due Percentage
Overdue Than 120 Days
Overdue
0499999.
13-1675636 otN Aud
26
'18 wdza I - Affiliates
0 1 to 29 Days -
0 30 to 90 Da 91 to 120 Da Over 120 Days Cols. 6 + 7.8+9 Cols. 5 + 10 Col. 10/Col. 11 Col. 9/Col. 11
. -
.
4 _ 811185 f6:IN6 AIEAIG CO FIR ..................... ...._........ 0 0 0 0 0 0
0
.48.0921016 _
..38815 _
............................ .................
SES1Pgli IN>Api a ww
NY..................
.......................... 12
..............................
............................
. . 0.0
6276 ..
..18153.. ..._._............
1R
AN71C
REINS
CO
...........................
....................
.
.
.
.
.
.
..
.
. .. ............... 12
. . .........
163760
2.
39675 _ IIKN
__._ ............... _ .........
COI S COFF
EXCALIBL
!FINS .
............ ........
.
.
.
.
.
.
.
_ .............
.....
.............
-................ ..........
..............................
.............................. ..............................
....... .. ..... ............ .......... .
11.0
.........................A.O
0699989. To tal Auth orized • Other U.S. Unaffiliated Insurers ............................ .............................. .............................. ........ ....... .............. u
.AA-1310126..
..00000
R SI ...................... ........................... 1 ......-.............-.... .........D.O
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...
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....
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................... ............................................. ............................................._............
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-.....
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....
.
..
.
_..
......._...... _.._ ..................... ........... ...................... Cfl.._........... _
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........ ................... 2
............................ 1
.............................. ............................0 ............................3 -.....................
o
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___..
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............... ..............................
..............................
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_........_.... _.
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..... 08...... ...........
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..... ..........._.... _.... 2
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...........................
........... ..................
..................... .............................. ...................
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...
....................
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0889999. Total Aut orim -Other Non-U.S. Insu rera ................._..................................._.......................-..._...._..._. ........ ..............................
..........
. ...
.........................
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.....-....................-.2
......----...............D.O
........................D.O
' To
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13
3
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..................
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.......................
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13 Total nautllodzsd-Afiliates 3
0
0
0
3 16 18.8 0.0
194161 00000 G IN INS CO L1D
0
0
0
0
0 42 7.1 0.0
-
1
Total tM
tl
d
- .....
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.
au
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urere
.............
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............-'
- - -•
................
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....-...................
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. .........................
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.
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and Unauthorized
2099999. T
0111 Protected Cole
46
3
0 0
0 0
0 0 6 0.0 0.0
3 48 6.3 0.0
._..-_.._..._. .__.-_.. 0 0 0.0 0.0
... ....
9999999 Totals
3 ....-'-' ....................
................................
...............................
................................
...............................
...............................
...............................
0 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 5
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule F - Part 6
NONE
Schedule F - Part 7
NONE
25,26
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 8
oe
-- ?r tv nrnnur rust Gre on for reinsurance
1 2 3
As Reported Restatement Restated
Net of Ceded Ad'ustments Gross of Ceded)
ASSETS (Page 2, Col. 3)
1. Cash and invested assets (Line 12) --------------------------_-.._
.
..- - ... -
-.. -.......--- ......................... - ... 50
157
269
. . . ... _...
._.._...
,
, _ ---°--..50.157,269
2. Premiums and considerations (Line 15).......... ........... .........._..._..................- 625
151
3
... . ...----- ..........
,
. ............ 3,625,151
3. Reinsurance recoverable an loss and less adjustment expense payments (Line 16.1) ........... ......... 47
652 (47
852)
... . .............. ............
, ........................
, .-
4. Funds held by or deposited with reinsured companies (Una 16.2) ................. _---------- __.........
. 0
.
....... ..........
5. Other assets ........_. ..... ..... . .------- ...._......2,249,976 ...... 2,249,976
6. Net amount recoverable from reinsurers
........... .......... ............... ..._....... . ........ 14,764,366 ............ 14,764.366
7. Protected cell assets (Une 27) .......................
...............-........... 0 0
8. Totals (Line 28) ................. ........................ ........... ._......... ........................ ..-...----------- ----- -.....------- 56,080,248 14,716,514 70,796,762
LIABILITIES (Page 3)
9. Losses and loss adjustment expenses (Lines 1 through 3) ......._.._........................ ............... -.25,833.932 - .............._.12,535.151 ._.-.._.--.-.38,369,093
10. Taxes, expenses, and other obligations (Unes 4 through 8) ............. ................... . ....... _............-499, 574 ..._.....499, 499,574
If. Unearned premiums (Une9)............ _._.................................... ...... .................... .................... 2.868,435 .................... 8,202.857
12. Advance premiums (Line 10) _.......__................. ---....... ---. ...............996,636 __.................... 996,636
13. Dividends declared and unpaid (Line 11.1 and 11.2).. ................ ..... ........................ _..... _ 0
- ....................... ...0
14. Ceded reinsurance premiums payable (net of ceding commissions (Una 12) ..._._ ............... ....
---- - -- ........................ 687, 687,072 ...................... (667.072) .......... ...... ...-- -.....0
15. Funds held by company under reinsurance treaties (Line 13) .._...._------- 0
---------------------- ..-----0
16. Amounts withheld or retained by company for account of others (Una 14) .._......... _...... _.................. .._.------ ------------ 22.215 ...... 22, 22,215
17. Provision for reinsurance (Une 16) __.-._.._.___..--------
-------..... __........ ........ ..... .......... 0
18. Other liabilities ......... -........ ----...------°.__.-_--------...... •• - ------.---457.676 • --....... -...---457,676
19. Total liabilities excluding protected cell business (Line 26) ...... _. 33,831,527 14 716,514 48.548 041
20. Protected cell liabilities (Line
0
21. Surplus as regards policyholders (Line 37) 22,248,721 7000 22,248,721
22. Totals Une 38 56,080,248 14,716,514 70,796762
NOTE: Is She restatement of this exhibit the result of grossing up balances ceded to affiliates under 100 percent reinsurance or pooling
arrangements? -........ - .......... _.-. .... ........ --- ...................._.-._...... Yes I I No ( R )
0 yes, give full explanation:
27
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule H - Part 1
NONE
Schedule H - Part 2 - Reserves and Liabilities
NONE
Schedule H - Part 3 - Prior Year's Claim Reserves and Liabilities
NONE
Schedule H - Part 4 - Reinsurance
NONE
Schedule H - Part 5 - Health Claims
NONE
28, 29, 30
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - ANALYSIS OF LOSSES AND LOSS EXPENSES
SCHEDULE P - PART 1 - SUMMARY
P remiums Earn
ed v- vmrIICV
Loss and Loss E
se Pa ants
Years w
Which
1
2
3
Defense
and Cost
Adjusting
and Other
10
11 12
Premium
W Loss P a MIS Containme nt Payments Pay ments Numb
r
f
s
ere
Earned and 4 5 6 7 8 9 Total Net e
o
Claims
Losses Were
Direct and
Direct and
Direct and
Dire
t
d Salvage and aid Cols
P Reported
Incurred
Assumed
Ceded
Net 1-2
Assumed
Ceded
Assumed
Ceded an
c
A
d Subrogation (4
- 5 + 6 - 7 Direct and
ssume Ceded Received + 8-9 Assumed
1. Prw.._. ....... )xX------ --.....XXX ...... ....... XXX...... .
0 0 7 7
................. ................_ .................. ................ ............. 0
2. 2001...... _......._8,294 .... -...... ,346 ....._...4,948 .......... 2,152 53 080
1 253 348
................ ..........
. . ......._..... -.---0 ......-...4,274 .......xxX......
1 2002. .._ ......--.11,317 .......... :4.429 .........-6,888 ............ 3.795 ..
2
228 3
892 476
........
. ...........
. _...--_-.... ......... .........0 ................ ..........4,043 ...._.xxX......
4. 2003....... ......... 14,809 ...........6,011 ........... 8.796 ........... 5,708 ........... 1,768 ........... 3,259 ..............567 ....._.._...5% ....... -.......... 0 ..................0 ...
.. -..... 7,187 .._...xxX----
5. 200x.._... ...._...17,967 .._....... 7.240 ......---10,727 ...-----9.311 .......
5
055 4
088 466 577 0
...
, ...........
, .............. .................. ............. 14 ........... 8,455 ---_,_xxX.---
6. 2005.._.. ._...... 19,983 ...........8,260 ......---11.723 ---------- 9.942 .......... 5,256 ...._.....6,684 ....-----_1,169 ......_..._-602 .................. 0 _........ _......
0 ..----...10,804 -----.M.__.
7. 200E,...... ......... 72,583 -- 9.332 --------13.251 ........._3,414 -............ 229 ........... 5,238 ..............255 ..............676 -0 . ..3 ............ 8,844 .......xxx.....
8. 2007___ --------- 23.710 ........... 9,611 .........14,099 ...--......3,375 .
325 6
125 464 717 0
.
............ ----..._
, .............. ..--------. ........... ................ 27 ........... 9,428 .......XXX......
9. 2008 ..... ........22.205 . .......... .8.857 .........13.348 ........... 1,479 ................64 ........... 3,067 .............-176 .............. 9D4 ............ 0 ..... ..........
22 ........... 5.210 .......XXX......
10. 2009...... . ......... 19.470 .._...._7.523 .....----11.947 ......... .... 974 .__ .............0 ......_._1.948 --------- -------- 0 ----...__..900 ..................0 ................
-0 ........... 3,822 --.---.)00( ...
tI- 2010 17,789 6,825 10
964 374 0 428 0
, 822 0 0 1,624 xxx
12. Totals Xxx x7a xXX 40,524 14,977 36,816 5,249 6,577 0 114 63,691 XXX
Losses Unpaid
D818n5e and Cos! Contahmenl Unpaid
Adjusting and Other 23 24 25
Case Basis Bulk + IBNR Case Basis Bulk + IBNR Un aid
13 14 15 16 17 18 19 20 21 22 Number
Salvage Total Net of Claims
Direct
Direct
Direct
Direct
Direct and
subrw- Losses
and Outstand-
ing
and
Assumed
Ceded and
Assumed
Ceded and
Assumed
Ceded and
A
d and allon Expenses Direcfand
ssume Ceded Assumed Ceded Anticipated Unpaid Assumed
1. Prior _.... . ............... 0 ._ .............0 ...0 ._........ _.0 ......... 0 .....0 _ ............ 0 - ............ 0 .... ........... 0 .............. 0
2. 2001 ...... ........... 150 .....-----..102 ...---....._4 _..... ---.._4 . __....._97 .....---.54 ....... ...... 2 ----....-------2 ------------0 .......... _.....0 ..._.......101 ......XXX__.
3. 2002----- ---........ 87 ............ 254 ......... __32 --•--._._28 ............ 134 .... _........ 14 ------ _------- 2 ............. _11 ................ 0 ._...__.__0 .........
__.99 ._.)00C.....
4. 2003._- ........ ..... 36 ............. - 0 -...... ---.97 .... -....... 50 _......... 27 - ----0 -...... -44 ........_._.20 -....it .._.......... _0 .._........... 0 ........ ....
145 _...JO(X.....
5. 2004------ ------------271 -- - -.--_...200 .------88 .---_...124 83 - ............ 32 ....... ...... 21 -.--0 - -.911 ..-..JOCX..-
6. 2005 ...... .......-..554 ...........-55 -.-••--349 ._...-_102 ...-._.340 _.-._48 157 -.._---.31 ----- 53 .......... .-)(XX_
7. 2006 ...... .......... 1,148 ............287
...805
_-----235
...83
............. BS
...............0
---------
..._....1, 780
_....XXX-.
8. 2007..-.. ......... 1.534 .._-..375 .-_..1,587
-----•? -._.804 -------.199 ..-----..712 -------317
-----141
---- .......... 0
.........3.078
---,y-4X---
9. 2008_-._ --.2,053 ............ 220 ........2.442 ...... 1.291 ..._-1,029 ..-.124 ....... 1.W ..511 _.._....... 180 .__ ----- ---.....4,855 .._.10(X._..
10. 2009-.... ---.-3,239 ........ 1.164 .____3.474 ------1,212 ...... _1,560 ........ ...___...233 . ...-_.._0 0
""_....__ ...---5,806 .....J00C._..
it. 2010 2,749 43 5025 2.327 1,186 23 2,256 884 603 0 0 8,542, xxX
12. Totals 11.821 2,592 13.8151 6.146 5,182 1496 6203 2,301 1348 0
70 -
25,834
XXX
Total
Losses and Loss s incurred Lon and Loss Expense Percentage
Incurred /Premiums Eamed
Nontabular Discount 34 Net Balance Sheet
Reserves After Di
t
26 27 28 29 30 31 32 scoun
33 inter- 35 36
Direct Direct ?1Pany
Pooling
Loss
and
Assumed Ceded Net ar
Asstxned Ceded Net Loss
s
E ? s
e
Participation
Percentacia
Losses
U aid
UEUnn ?
....._%XX.__. ..._..XXX__._ -•-......... _.0 -_.-)OOC.._
2. 2001__.. ._._...._.4.843 -- --468 -4.375 .-.--58.4 ..----_14.0 ._..._.__88.4 ............. .... 0 --.....---- ------ ---_--48 -- -----..53
3. 2002_-.. _........ _4,548 -...-_4,142 _`76.8 .-.---102.7 .--------...-0 - -............. 0 .-...__ ......... (163 ._.._-_...._262
4. 2003.._. .__...__.9,737 ...... 2,405 .......-7,332 .-.-65.8 -----40.0 -.-__-83.3 .......... ---0
5. 2004_._ .-_---14.682 .--_...... -5.815 _.----..80.3 .-....-_82.7 --- -----..0 -- -----.0 __-_._.--- .._..----.._291 ...__....__120
6. 2006 - ---...--18.681 ......... .._6,660 -.._-12.021 _._.._93.5 _80.6 -.1102.5
_ --_0
0
.__._.___._
-_..--.- 746
-•-----._..471
7. 2006._.. ...... .... 11.928 ------1,304 .__..._10,624 -_._--.80.2 -- -----..__.0 .--•------- 0 -°--- _ -__..1,231 ---- ----- 549
8. 2002..... .._.--14,995 .-----25.9 ---------88.7 ---------_-g _.............. _0 .1.937 ._._._....1,141
9. 2008._... ..... -,_12.251 ._...... _1.386 ._..._.-26.9 _-..-..73.9 _._....... -.._0 -..... _..... ._0 ...__ . - _ ..---.....2.984 _...... _1,671
10. 2009-..-.,. - _....._13.029 ---66.9 ------45.2 ----.80.6 -- •-•-_0 .----,._._0 __----._ ..-_4,337 ._...-_.1.469
11. 2010 13,443 3,277 10,166 75.6 48
0 92
7 0
. . 0 0 5,404 3,138
12. Totals xxx XXX xxx xx7( )00( XXX 0 0 XXX 116,111116 8.936
W. w + are gross Of as drsoourwng, mcYMirlp tabular discounting. Part 1 is gross of only nontab lar discounting, which Is reported In Columns 32 and 33 of Part 1. The
tabular discount. 8 any, is reported ki the Notes to Financial Statements which will recondle Part 1 with Parts 2 and 4.
31
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - PART 9 - _Q11U UTARv
Years in
Which Losses
Were Incurred INCURRED
1
2001 NET LOSSE
2
2002 S AND DEFE
3
2003 NSE AND CO
4
2004 ST CONTAW
5
2005 MENT EXPE
6
2006 NSES REPO
7
2007 RTED AT YE
8
2008 AR END
9
2009 OMITTED
10
2010 DEVEL
11
One Year OPMENT
12
Two Year
1. Prior ..._.. ........... ,587 ..........6,371 .......... 6,746 ...........7.281 .........-7.872 .......... .8,063 _.......7.917 -----.....8.008 ---......_7,909
........-7.898 ----------(11) .............(110
2. 2001--._ ...........5.270 ..-.-..._4.521 ........... 4,257 ........... 4,115 ----- ----- 4.187 -----....4,054 ......---..3.951 ....... 3.966 .. .....3,969 ..........4.017 ........
3. 2002_... ....... XX...... ........... 5,318 ---------4,219 ...........3.423 ........... 3,756 ...........3.860 ...........3.738 ...........3.511 ...........3,644
........---3.655
.......... .._.11
........--.. 144
4. 2003...... ...... XXX_.... .......XXX ...... ........... 6,571 ........... 6.167 ...........6,859 ..........7,214 ..........6 ,816 ...........6,618 ........... 6,708
............ 6.766
................ 58
............... 148
5. 2004_.... ....... XX ...... ....... XXX...... ...... XXX...... ..._...... 8,271 ........... 8,040 .........-8,272 .......... .423 ........... 8.296 ..........8,191
----------- 8.268
.......... .....77
.. -....-...(28
6. 2005_-- -._..XXX.... _ ........ XXX..._. .._.-.XXX.._.. ._.-..xxX...... -..----11,374 .----.-12,635 ..._....11,582 ....._..11,288 ._......11,282 .........11,366 .
7. 2006_.... .... . XXX_---- .......XXX ...... ....... XXX...... ....-..)OX..._. .......XXX_..... ......... 12,010 .........11, 157 ._......10.666 ...........9,627
........... 9.M
- -- - 236
.............. 1803
8. 2007...... ..__.XXX ...... ........ XxX...... ...... xxX...... ....... xXX...... .......XXX...... ...... XXX------ ......... 11,300 .._.....10,593 ....---..11.705 .-----..11.648 ...............
(571 ........... 1,055
9. 2006_... ---....XXX ...... . ....... XXX...... ...... xxX...... ....... XX70------ ------ XXX_.._ ....... XXX----- ....... XXX...... ..... ----- 9,745 ..........6 ,359 ...........
8,781 .....-....422 .............(964
10. 2009 ...... .......)(XX-_... .._-..XXX.-.'. '...._xXX_.... .... -.)=...... ------ XXX..... ...... XXX..._. ....... XXX...... ...._.x700...... ........... 8, 8,725 ........... 8,495 .............
(230) ...._.XXX......
11. 2010 xxx xxX XXX XXX XXx XXX XXX XXX XXX 8,741 xxx xxx
12. Totals I 638 I (449p
SCHEDULE P - PART 3 - R1IIU U,&Rv
CUMULATIVE PAID NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END
0 OMITTED 11
N 12
Years in
Which
1
2
3
4
5
6
7
8
9
10 umber of
claims Number of
Claims
Losses Closed Closed
Were With Without
Marred 2001 2002 2003 2004 2005 2006 2007 2008 2(09 2010 Payment Pant
1. Prior ...... ........ 000 ....... ........_1.112 ._...._3.748 ..-----5,286 ......_6.406 ._.__7.306 ...-----7.741 ...........7,869 _.__....7.898 .._--.3,898
2. 2001..... .__..__-.383 ._...... 1.239 ...... 2,596 ... .2.966 ..-..-3,282 ............ 3,561 .... 3,792 ....... .3.876 .3,824 _....._3.926 ...... xxX..... _.....)OKX.....
3. 2002..._ .._...XXX...... ............ _368 _...-.1.200 _-...... 1.898 ...___1,543 ..._.....2.895 _ 3,097 ........... 3,335 ---------3,595 ......--3,567 --_XxX--- ------- XXX_._
4. 2003 ..... .......xxX ...... ........ XX)(--- .......:_.?61 ... -2.583 ..........3.976 .--...5,239 ........... 6,019 .-------.6.345 "'...... 6.450 ........... 6.632 .......xxX...... .......
XXX...
5. 2004..... ..._.. XXX_.... ........ XXK----- ._...-.2,576 .........-4,020 ...........5.704 ...........6,731 _......... 7,465 ......_..7.878 ..---.XXX...... _.....XXX-.....
6. 2005_.... ---.XXX..... ..... XXX..... _.....XXX-. -_.)O0(.- ..---.....925 ...----4,055 ----------- 6,764 .......... 8.6% ...........9,727 _....._10.202 .-...-XXX.._. .......XXX......
7. 2006.... _ ....... xxX _.. ...__._3,266 .......... 5,645 .7,171 ..------8,168 ..-.-_XXX....- .---.xxX.....
8. 2007..__ .......XXX----- _ )O00.__. __.XXX.__ ...... XXX._.. _..._XXX--• .--.RXX...... ....... __..884 .......... 3,774 -.__..-6,992 ----.-.4,711 .....--xXX ...... ....... XXX...-.
9. 2008._._ ....... )000...... ..._..XXX___- --X)oc_._ __..7X00---- ---- X700_.. .._..7000.__. ..._..)000...._ .-...---..536 ...... _.... .630 ---..4.306 -.-__x)o(._... .-..x)(X__.
10. 2009----- ------- XXX....... ._._X700...... .-.X700-- __.JC10C._ __..X)OC- _._-.100(-_. ....... )000_.... .---1000•..-- .-__XXX...
it. 2010 XXX )oo( )00( X)O( XXX XXX )000. XX)( XXx 802 X)O( )DO(
SCHEDULE P - PART 4 - SUMMARY
BULK AND IRNR RFSFRVFB ntJNCT l nceee-n 11-...........?
Years M
Which
Losses
Were
Incurred 1
001 2
002 3
003 4
004 5
005 6
006 7
007 8
008 9
009 10
010
1. Prior...... ...-----.._2,691 ._....... 1.174 ._.-._.__742 156 79 D
..-----._......... ........ _'•-.----- --------••-5 - __.....-----0 -----...-------0
2. 2001 ...... ............ 2,745 -_------x.573 ...-_--645 -._.-.-.442 -----._-
3. 2002..._ -._._XXX........ ........ -.... 2.930 .-----2,039 ......357 ._............. 104 _6
4. 2003---- ..___XXX_--'- --- -- --._..._...3.302 .-- -2.189
------ -J-365
----- ------ =
------ ----_373
___J57
------• --
9t .. 71
5. 2004_.... -...._..XXX-_----. .-- _.-XXX-- ,-_4.211 _._.__2.866 --.-........... -974
---------?
•------?
-.-_.222 170
._..-- -•-
6. 2005...... -._.._XXX........ ..-..X70(._- ._)DO(_-.- ----•XXX-- ._-.-5.379
. _
---- - 3.383 ---------- 2,010
..__.---.-373
7. 2006._... .... __XXX.... -_--_)00( ._-.7000.-- ---- )00(_..._. -_._....-..5.411 -----•-3,279 -.--2,015 __-1.020 -.-._..._.358
8. 2007...... - ,_.XXX-.... -_..)00(__ ...-7000.. ..._._)000.-- ---XXX------ ._-XXX_-- ....-----.5.313 _-..3,206 2.330 ----------1.173
9. 2008.-- --..._XxX_.__ _-.uxX_.- -. ---.7000.--- - - --- --......?---- -- -- .___.--.5,038 --2.993 -----. 1.737
10. 2009__- .._-700(__ --700(_- .-)00C_. _7000.. _)OOC_.. .--•-_X)(X? )00(-._ -.-_X)0(-- .--..-4,400 3.413
- - .....
11. 2010 )00( XXX X70( XXX xXX pp( )00( )00( 7000
4 4,070
32
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 1A - Homeowners/Farmowners
NONE
Schedule P - Part 1 B - Private Passenger Auto Liability/Medical
NONE
Schedule P - Part 1 C - Commercial Auto/Truck Liability/Medical
NONE
Schedule P - Part 1 D - Workers' Compensation
NONE
Schedule P - Part 1 E - Commercial Multiple Peril
NONE
Schedule P - Part 1 F - Section 1 - Medical Malpractice - Occurrence
NONE
Schedule P - Part 1 F - Section 2 - Medical Malpractice - Claims-Made
NONE
Schedule P - Part 1 G - Special Liability (Ocean Marine, Aircraft (all perils), Boiler and Machinery)
NONE
Schedule P - Part 1 H - Section 1 - Other Liability - Occurrence
NONE
33, 34, 35, 36, 37, 38, 39, 40, 41
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - PART 1 H - SECTION 2 - OTHER LIABILITY - CLAIMS-MADE
Premiums Earn
ed ,-VW VMII ICU
Loss and Loss E
nse Pa ants
Years in
Which
1
2
3
Delense and Cost
Adjusting and Other
10
11 12
P
i
W Loss Pa ments Containment Payments Pa vents Number of
rem
ums
ere
Earned and 4 5 6 7 8 9 Total Net Claims
Losses W ere
Direct and
Direct and
Direct and
Dir
t
d Salvage and Paid Cols Reported
Incurr ed
Assumed
Ceded
Net 1-2
Assumed
Ceded
Assumed
Ceded ec
an
A Subrogation (4-5-6-7 fired and
ssumed Ceded Received +8-9 Assumed
1. Prior ...... . ------- ) ------ ....... XXX..-... _..._XXX..... . ............... ...0 .
.
0 7 7 0
.
..
..........-.. _ .................. ..................0 ..................0
2. 2001 .... ........... 8.2% ............ 3.346 ............ 4,948 -----2.152 ..__- 53
- .......... 2,080 .............. 253 .............. 348 .----------...0 -------- --------- 0 .. ...._4.274 ............. 198
3. 2002.__. ......... 11.262 ............ 4,409 .......... 6,92 ...........3,795
....._..1,228
........... 3.892
----------- 1.892
............... 476
................. 0
----.....108
._.-._._4.043
.............. 229
4. 2003..... ......... 14,736 ...........5,962 ..... ..... 8,774 ........... 5,708 ......... 1,768 ...........3,259 .............567 .._..........555 ............... 0 ..................
0 ........... 7,187 ...-.---.-250
5. 2004----. --._.._17,843 ..........7,166 -------..10.677 ........-.9,299 ........... 5,049 ........... 4,071 ........... 458 ........_....577 .................. 0 ----.-__..--.-14 ...........
8,440 -------------274
6. 2005..... ......... 19,803 ........... 8.162 ------ ----- 9.935 ......... 5,251 ..........6 ,672 - ..1,163 ._-_......_602 .................. 0 ............. 0 ....-_-.10,795 ___..._...357
7. 2006 ..... ......... 22,374 ------------ 9,216 .._..-..13.158 ....... 3.396 ......-----...220 .... -..... 5.193 ..............233 ............... B76 .................. 0 ..................
3 ...........8.812 .
._.._......335
8. 2007._.. ........ .23.427 ......... _9.448 ... 13.979 ........... 3,372 ..............323 ............ 6.109 ............. .455 ..---.........717 .._............_0 .... ....._27 ...........9.420 .
............. 346
9. 2006 .... ........ 21,80 _.8.647 ._...13,222 ....._.._1,432 ............ _....41 ............ 3,045 .......... 166 .............. 904 - ------------------ ° ..........-..14 ..-....._5.174 ........
......321
10. 2009.._. ......... 19,092 ....... ._7,270 ._......11,822 :_.
.
974 0 1
948 0
..
....... ....... .......... ...........
, ........... ...... .............. 900 ............ 0 .................. 0 ........... 3,822 ........ _.._244
11. 2010 17,482 6,643 10
839 374 0 428 0
, 822 0 0 1,624 236
12. Totals XXX XXX XXX 40,437 14,933 36,704 5,194 6,577 0 166 63,591 )=
Losses Unpaid Defense and Cost Containment Unpaid Adjusting and 23 24 25
Case Basis Bulk + IBINR Case Basis Bulk + ONR Other Unpaid
13 14 15 16 17 18 19 20 21 22 Number
Salvage Total Net of Claims
Direct
Dire.
Direct
Direct
Direct and
Subrog- Losses
and Oulstand-
in
and
Assumed
Ceded
and
Assumed
Ceded
and
Assumed
Ceded
and
A
d
and
ation
Expenses g
Dire. and
ssume Ceded Assumed Ceded Anticipated Unpaid Assumed
1. Prior ..... . ......... .-._0 ..._._..._0 _
0 0 0 0 0
._.._-.. . _-....._ ._............. . .0 ...._........_0
2. 2001 _. ......... .150 ....__._102 ._...... _.
_4 4 17 54 2 2
. ._...... ...- ._.._.__- ..._ ....... ................ ............-.. ...---------- 10 .... ........... 0 -.-- ......0 101 3
3. 2002_ _ .. ..............87 ._--....254 _ -_.....32 ._..._.--? ------383 ---------- 134 .......... 14 ............... 12 -----------11 ._........... _0
4. 2003..... .... _........ 36 ........... _..0 _-._.._.97 .._........ _50 ._.._.....27 _ . _-....0
-- ---------- ..............20 .... -........ 11
............ ...0
............ --0
............. 145
............... 3
5. 2004_... ...... _....271 _......... _92 ......... ............ 83 ----...---90 .............. 32 ........ .....21
............. --0
--.......... °
........... all
._......... _s
6. 2005...-- --_----554 ------- 55 -......... 48 .......... 157 -----_-.31
........ _..53
...... _-..... 0
....._.1,217
.15
7. 2006__. ...... _-1,148 ..._._._287 .-_-BOS ---235 ..__.-490 --_---215 ............ 271 .------_.83 ._......... _65 0 __0 --..1,779 . 14
8. 2007..... .... _.._1,517 .--1,587 -...... --809 .-....902 .....-.-.196 _......... 712 ---...__.311
----141
--
?--- ---0 ..... -..... 0 .---.3,069 ............... 40
9. 2008...... ..___2.053 -_-120 .--1.442 -__1,291 --._.1.026 --._.122 .--•--1,097 .......--511 _._....._180 ------4.654 -----._.S1
10. 2009._.- _._...3,239 -...,3.474 _..-.1,212 ---.._J01 .--------816 _---1,560 ------409 _..-..-_233 _....-..0 _..__._..0 ....__.5,806
11. 2010 2,749 43 5.025 2 327 1,186 23 2,256 884 603 0 0 8 542 171
12. Totals 11,804 2,6831 - 13,8151 6,146 5,176 1,493 6,203 2,301j . 1,30 318 0 0 25,823 382
Total
Losses and Loss Incurred Lass and Loss Expense Percentage
irtcurted /Premiums Earned
Nonlabular Discount 34 Net Balance Sheet
Reserves Aaer Di
26
27
28
29
30
31
32
33
I scount
Aired
Direct nter-
Company 35 36
LOSS
and
Assumed
Ceded
Net and
Assumed
C
d
d Loss tlti
P rpaon Losses EV
snses
e
e Net Loss Expense Percentage Unpaid Unpaid
1. Prior . ---- ...-..XXX-- -- =-• ----)COC-- --)00(-- .--X)ck..--
2. 2001, .-• -_._.4.843 ..---468 ____._4.375 ..._...-._58.4 _._.-...14.0 ._- --88.4 ._......... __48
3. 2002.... ........ -8,00 -.__4,548 -_._4.142 ___•_77.2 _._._....1031 ..._........ 60.4 .----___.._-° -------_-° _--•--_._0.0 -__-___(161
4. 2003_.... ._____9,737 --2,405 -._7,332 -_--.40.3 --- --83.6 ----...- - ° - - --- ° --.-0.0 ---- - -? -........ _..62
5. 2004._... __----14.653 _.8,851 .. -..._82.1 .81.0 .82.9 ..... .............. 0 .0 .._....___0.0 _.-._....-291 -..__...... .120
6. 2005 ..... ....... 18,662 -.__._6,650 ___112.012 .-_._---941 -_....81.5 __471
7. 2006-.. ..... -.11.864 -_1,273 -__10.591 --_....._53.0 -------13.8 .80.5 _0 ..---.__..0 ..._-..._0.0 .--•---.1.231
8. 2007.-.._ ..--._14.957 .... ..... 2,466 .__._12.489 -_-_-63.8 -_----.-26.1 ---........... 99.3 --.......... _.-0 -----......1,929 .....-...1,140
9. 2008...... -._...12.179 ...._-.1,351 --_9.828 __... ..55.7 ..27.2 -..... ---74.3 .-........... _.0 .._. __...-0 .__.-. -.0.0 ------.2.984 ........... 1,670
10. 2009.__ -13.029 ,401 -_-.9.518 .._.-68.2 ......-._46.8 --_-_81.4 _.... -...... -0 _.-----0 --...-.0.0 _._.....-4.337 ------1.469
it. 2010 13,443 3 .2.77 10,166
, 76.9 49.3 93.8 0 0 0.0 5.404 3,138
12. Totals XXX XXX )= M XXX XXX 0 0 M 16.89(1 8,933
42
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 11 - Special Property (Fire, Allied Lines...)
NONE
Schedule P - Part 1 J - Auto Physical Damage
NONE
43, "
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - PART 1 K - FIDELITY/SURETY
Pr
emiums Earn
ed yUW VMII ICU
Loss and Loss E nse Payments
Years in
Which
1
2
3
Defense and Cost Adjusting and Other 10 11 12
Premiums Were Loss Pa mants Containment Payments Pa ants Number of
Earned and < 5 6 7 6 9 Total Net Claims
Losses Were Direct and Salv and
a5 Cols
Direct and Direct and Dire
t
d
og ct
Incurred
Assumed
Ceded
Net 1-2 c
an
S
ubro
gation (4 -
Assumed Ceded A
d
Di e
ct and
ssume
Ceded Assumed Ceded Received +8-9 Assumed
1. Prior...._. ....... XXX.__. ....... XXX...... ...... 70(X ...... .... ...._....-..6 3 18 0
.................. ................ _............... _.. -._......0
................. 7
....._........... 12
....._XXX....
2. 2009 ...... ........._---378 .............. 253 ....... _..... .125 ..........._.....0 0 0 0 0
_.---------- ...... .. _............... ----------..... .................0 ..................0 ..._......._._0
7(XX....-
.-
3. 2010 307 182 125 0 0 0 0
0 0 0 0 )XX
4. Totals XXX XXX X70( 6 3 18 9 0 0
7 12 XXX
Losses Unpaid
Defense and Cost Containment Unpaid
Adjusting and 23 24 25
Case Basis Bulk + IBNR Case Basis Bulk + IBNR Other n paid
13 14 15 16 17 le 19 20 21 22 Number
Salvage Total Net a Claims
Direct
Direct
Direct
Direct
Direct and
S
? Losses
and Outstand-
In
and
Assumed
Ceded and
Assumed
Ceded and
Assumed
Ced and
ASS
M
d
d
C
d
d and
Expenses g
Direct ed
U e
e
e
e Assumed Ceded Anticipa
1. Prior.. . .............. 17 ................9 ................ 0 .......0 ...._-- _...... 6 .. . .........._0 _._........._0 ........
........0
................0
.........11
.......11
2. 2009 ..... ................0 ............--_0 ._---......._0 0 0 0
---.....------ .....---- M _........_ ..---...........0 .............-.0 ....._-.......0 _-_----...0 ......----.._0
3. 20t0 0 0 0 0 0 0 0 0 0 0 0
4. Totals
17
9
0
0
6 .
0
0
0
0
11
11
Total
Losses and Loss E ses Incurred Loss and Loss Expense Percentage
Ircumed /Premiums Eamed
Nontabular Discount 34 Net Balance Sheet
Reserv
Aft
Di
26
27
28
29
30
31
32
33 es er
scount
Direct
Direct Inter-
Company 35 36
and and Pooling Loss
Assumed Ceded Net Assumed Ceded N Loss P
?ation
Losses
Expenses
et Loss Expense
Pem
Unpaid
Unpaid
1. Prior-.. .."-...XXX...-_ ........ XXX-....- --..XXX......- "-XXX.-_.. ........ XXX--- -------- XXX.... _. ......... .......... 0 ........XXX..._ _ .. __......8
2. 2009..--. .., -_._.........0 ...... ......... 0 __....._0 0.0 0.0 0.0 ............. .... 0 .-- -...._.0 ..... -' -..... 0.0 --_.......... -0 -................ '0
3. 2010 0 0 0
0.0
__L
0.0
1
0.0
0
0
0.0
0
0
4. Tools XXX XXX XXX 700( XXX - 0 0 XXX 6 3
45
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 1 L - Other (Including Credit, Accident and Health)
NONE
Schedule P - Part 1 M - International
NONE
Schedule P - Part IN - Reinsurance A - Nonproportional Assumed Property
NONE
Schedule P - Part 10 - Reinsurance B - Nonproportional Assumed Liability & Multiple Peril
NONE
Schedule P - Part 1 P - Reinsurance C - Nonproportional Assumed Financial Lines
NONE
Schedule P - Part 1 R - Section 1 - Products Liability - Occurrence
NONE
Schedule P - Part 1 R - Section 2 - Products Liability - Claims-Made
NONE
Schedule P - Part 1 S - Financial Guaranty/Mortgage Guaranty
NONE
Schedule P - Part IT - Warranty
NONE
Schedule P - Part 2A - Homeowners/Farmowners
NONE
Schedule P - Part 26 - Private Passenger Auto Liability/Medical
NONE
Schedule P - Part 2C - Commercial Auto/Truck Liability/Medical
NONE
Schedule P - Part 2D - Workers' Compensation
NONE
Schedule P - Part 2E - Commercial Multiple Peril
NONE
46, 47, 48, 49, 50, 51, 52, 53, 54, 55
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance (mmnanv
bt;rttu ULL P - PART 2F - SECTION 1 - MED ICAL P ROFESSIONAL LIABILITY - O CCURRENCE
Years in INCURRED NET LOSSE S AND DEFENSE ANO COST CONTAIN MENT EXPE NSES REPORTED AT YEAR END
Which Losses
1
2
3 4 5
6 OMITTED DEVELOPMENT
Were Incurred
2001
2002
2003 2004 2005
2006 7 8 9 10
2007 2006 2009 2 11 12
1. Prior.......
--------------------- 010 One Year Two Year
2001 .... ..................... ..................... ................_........
2002.._.. ------- XXX ...... ................_... ......._.......
2003...... ....... XXX ...... ....... XXX...... ................. _
5. 2004. ..... .......)=...... ....._.XXX...._. .......XXX......
6. 2005...-.. ........ XXX ...... ....... XXX...... ..... _XXX..... .
7. 2006..... ...... XXX...... ...._XXX ...... ....... XXX ...... .... X...... ...
2007...... ....... XXX...... ....... XXX ...... ------- XXX__.... ._..XXX.
9. 2008 ...... ....... XXX...... ....... XXX_.... ....... XXX._......_..X(X...... ....... XXX..._. .......XXX------ ------- XXX...... .... -------------- .......
10, 2009..... _
...... XXX ......
.......XXX......
....... XXX...._. .......XXX...... ------- XXX......
....... XXX...... . ._......................._...._
XXX
....
.
XXX
----
1 1. 2010
XXX
)(XX
XXX 7(X)( XX)(
XXX .
.
...... .......
................................--------- ...----
XXX %XX XXX .
.....------- ....__ -----
XXX XXX
12. Totals
-.)%,nr_U ULr_ r - rAK t Zh - titG I ION 2 - MED ICAL P ROFESSIONAL LIABIL ITY - CLAIMS-MADE
1. Prior_ ....
2001 ...... .....................
..................... .
......................
......... _........
3. 2002..... ....... X)(X...... ..................
....
....'-----._..
4. 2003..... ....... XXX ...... ....... XXX------ ..................... ...................... ..................... .....................
5. 2004 .....
------- XXX ------
------- XXX.._..
.......)=..... .
....... _.... ..---- .
.. ..................
........................
.........
6. 2005
)0(X ......
....... XXX__
._.._XXX.__. .....
7. 2006.....- -------- -.... ._....XXX--.... ._._.XXX._
2007...... ....... XXX ...... ........ XXX_...... ....... X)OC...._
9. 2006. _... ..__.XXX...... ..... _XXX.._.. ...._.XXX.._. ....
10. 200.9...... ....... XXX...... ..._..X7(X..__. ._.._XXX.._.. __...XXX...... ....... XXX..... .._...XXX_._. ._.....XXX_....._....XXX_..... ...............
11. 2010 XXX XXX XM XXX XXX XXX XXX )00( XXX XXX XXX
12. Totals [ .
SCHEDULE P - PART 2G - SPECIAL LIABILITY (OCEAN MARINE, AIRCRAFT (ALL PERILS),
DAH CO Awltn ¦ffAnuu1V-M%&.
1. Prior_ ..... .................... -........
.------._
...__'.___....
............_.
2- 2001...--- ....... ............ ............ _........ ._........
._ .
3. 2002
..
'-"--'-'-'--
.. __ .............___....
'--'-' -
....... .... . ........... .... _....._..........
4. 2003..__
..__.)0X.__.
..._)OOL._ ....... ._....... __.._.................
..._
_---.....
.......
......_. _--
-..._. .
........---
5. 2004.
..... ..._..XXX
......
___ -'
--- .__ ................... ...... ........... -
6. 2005 .... ..._..---...._. .._..--'-
......... --- ---
---- ---...---._...
Z 2006...._ .._._7WL._. ._.XXX____
._
- 007..__.
..._.XXX._..
.__..XXX.._ -_.. . - .
9. 2000.-- ...... .... _.XXX_....
10. 2009...... -.X)OC_._. ._...XXX.__ ..._XX(
_.
__.XXX.
___)ODC-. .__..XXX__
.....---_..-
._._-. _.
._. ....-.....
._._.XXX
11. 2010
XXX
)00(
XXX
XXX )DD(
)Op(
XXX )=
XXX
XXX _._.
XXX
12. Totals
w,mmI11 F D - DART 13LS _ 0Cf--n^U ?,n.r., ....,...?..
.'- '--"--'-'--. -'--.-•-'...
_._. -
--- -----------
T ._
.
__. __XXX.._..
._)00C_-
6.2005_
2006-_.1 __--XXX..__ ._...XXX_...
8. 2007-.. ._-)00(._ .._.XXX__ _._7000__• -
9. 2008 .-XXX. _-)X(._
10. 2009_....
......JDOC.__ ._
700(_..
._._)XX_
)00K
)00C
11. 2010
XXX
M
XXX )00(
M
XX __
._ _._-
.._.
X)X XXX
_..
XXX
_....___._
....--_..-_._..
..._..XXX__..
XXX XXX
12. Totals i 1
CL`B4CR111 C o _ nAnT nu cri.ra... ..
-_7.587 -__7.M -...8.063 ---.7.917 _x.006 ----_7.909 _.-_.7.898 ..------111 (110
-_---5.270 .----4.521 .._.-4.257 _4.115 ...__.-4187 ---4,054 ----3.951 ._.._-3.986 .-...3.969 __.__4.017 48
__ ...---...
31
T _._.5.318 ---4.219 3.423 -__3.756 ----3.860 ._9,738 .___._3,511 ..__3.644 _-3.655 .._ --------.
144
..)00C___ ---...XXX-_ 511 ._._...6,167 --
6
859 7
214 6
816 6
618 6 __.--.__
_
. .
. ---
. _--
. _._..
.708 .__...6.768 _ ..._..58 -------148
.XXX-- -X70(-- -_.-XXX--- -8.249 ...--8,025 .--.8.257 9.408 ...__-8.281 __..8.176 ..._8.253 128
- ...- _ -._11,374 .--.12.635 11
575 11
278 11
273 11
357 ----...
. _..
.__.X)0(._. .
_XXX_
.__
__)0DL--•
--,
_11.990 ---
.
-11.129 .
_-_
__10.640 •_---
. _.._.
. -------84
___...19
8. 22W7_ .____')00C__._ .__ __ __7000.-- --_)00(__ .__)XX_ _-11,265 _-10.561 ,_11,691 ._.._11.631 ..__.
160) 1
070
9. 2006-- -XXX_ -._))D0L-- --7000_.. -.X70(_ _-)DOC---- ----X)G(- --7p0L- ---9.739 ..9.318 _.-.8.744 __
_
426 --.--
.
1966
10. 2009.- .._XXX_. _.-.X700 _..)Do(- T)00( ._. ._....)00C-__ ----X)00- --)000..-- --------8.720 .____-9.495 _._
1225) -----
700(
11. 2010
XXX
XXX
XXX
700(
)XX
)00(
X)0(
700(
XXX
8.741 .-----.
)DO( ....._
.....
X)0(
12. Totals t 6401 (462)I
56
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - PART 21- SPECIAL PROPERTY (FIRE, ALLIED LINES, INLAND MARINE,
EARTHOUAKE BURGLARY AND THEFT
Years in INCURRED NET LOSSES AND OFFENSE AN
D COST CONTAIN
MENT EXPENSES REPORTED AT VEA
Which Losses
1
2
3 4
6 DEVELOPMENT
Were Incurred
2007
2002
2003 11 72
One Vear Two Year
1. Prior.__.
.......XXX ......
.......XXX..
....
.......XXX 7 7
2. 2009.__. ....._XXX XXX...... ...._.XXX XXX
_... ...
......
. .XXX............
3. 2010 XXX XXX XXX XXX
XXX XXX
4. Totals
SCHEDULE P -PART 9.1. el1Tn DL4veMrAM rnA¦AAr--c
1. Prior ....... ........ XXX`..- ...._.XXX...... ...... )0(X...... _._..X)OX...... ....... XXX...... ....... XXX...... .... ...)00(__.
2. 2009_---........ XXX...... ....... XXX...... ....... XXX..._ )DOC
.........._.....j.... ........ .
'---.
3. 2010 XXX XXX XXX
X XXX XXX
Totals
SCHEDULE P - PART 91C - FInm ITv)cI ioclrv
1. Prior _.....
-....XXX..--
.--...XXX.-.-
.... -
._....XXX......
..._..XXX......
.._..-XXX.-.-.
__.._.._...36 ..
.................. 48
.....-..---...51
._..........3
................. 13
2. 2009 ------ ....... XXX...... -- - .......XXX. ' -.... . .......XXX.... . ........ XXX_... .......
XXK.... .._..XXX ...... ....... ..5 -- ...0 ........... is)
.......XXX...-
3. 2010 XXX XXX XXX XXX XXX XXX XXX XX
X XX
X
0
)O(X
XXX
4. Totals (2) 13
SCHEDULE P - PART 21L - OTHER (u1r1 11nimn teRenMT Ad%f4r,0.1T Ata.n - 11
1. Prior ...... ........ X)0C_,... .___XX( ...... _-)OOC_.._ )OOC_
2. 2009...._ ....)OOC_... .__.X)OC__.. ..._.XXX... ..:
3. 2070 )00( XXX XXX )OO( X)X XXX XXX
4. Totals
SCHEDULE P - PART 9RA - IIJTPDW A-nnW AI
._'----.-_.......___..
2. 2001....
.
..............
_. __. ...?....__..... --------- -------------- .
3. 2002.... _..X)OC_ _._----
4. 2003.:__ ._...XXX___ ._...XXX_...
5. 2004-_ .._. ._)000__.. ._-XXX. _
6. 2005.-.» .».XXX•_•,• ..- _)0p -_. _....X)OC_._
7. 2006_
.__.XXX_-
...._XXK_
_)OOC_ ............. ....... .................. _. ....... _.....».
6. 2007_... ._)00(_.. ._)OOL_
9. 2006......
._.._XXX-. .)OOC. ....-.XXX_._.
.__.)00( .......
..----- --' - ............. __...
10. 2009-_
...._.XXX-_.
.__..XXX_.
...._XXX... .)XX--•.
XXX
)OOC --- -'--
_ __..
__..
..--•----...-.
...._.XXX_....
11. 2010 XXX XXX XXX XXX XXX )00( XXX )00( X.
)0X XXX
12. Totals
57
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 2N - Reinsurance - Nonproportional Assumed Property
NONE
Schedule P - Part 20 - Reinsurance - Nonproportional Assumed Liability
NONE
Schedule P - Part 2P - Reinsurance - Nonproportional Assumed Financial Lines
NONE
Schedule P - Part 213 - Section 1 - Products Liability - Occurrence
NONE
Schedule P - Part 213 - Section 2 - Products Liability - Claims-Made
NONE
Schedule P - Part 2S - Financial Guaranty/Mortgage Guaranty
NONE
Schedule P - Part 2T - Warranty
NONE
Schedule P - Part 3A - Homeowners/Farmowners
NONE
Schedule P - Part 3B - Private Passenger Auto Liability/Medical
NONE
Schedule P - Part 3C - Commercial Auto/Truck Liability/Medical
NONE
Schedule P - Part 3D - Workers' Compensation
NONE
Schedule P - Part 3E - Commercial Multiple Peril
NONE
58, 59, 60
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Incriran?. r'--,
SCHED ULE P - PART 3F - SECTION 1 - MEDICAL PROFESSIONAL LIABILITY - OCCURR
CUMULATIVE PAID NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END 11
000 OMRTED ENCE
12
Years in
Which
7
2
3
4 5
6
7 8
9
to Number of
Claims Number of
Claims
Losses Closed Closed
Were With Without
Incurred 2001 2002 2003 2004 2005 2006 2007 2006 2009 2010 Pa osent Pa ossnt
1. Prior ....... ....... A00........ .
2. 2001 ... ...................... ---.......---........ .
2002 ...... ........ XXX------ ---------------------- .............._......
4. 2003 ------ -------- XXX...... .....-.Xxx _... -...........-......
2004 ...... ....... XXX...... ....... XXX...... .-..... XXK._... .....
6. 2005 ...... .......XXX._... .......XXX...... .......)00( ...
7. 2006...... .---..?---- ---XXK...... -`---.XXX...... ----XXX.
8. 2007 ...... ....... XXX..._- .......xxX._.... .._...XXX ...... .......XXX.....- .......XXX_.... ....... XXK...... ........................................
9. 2006.-----
...----XXX ......
.......XXX---...
._.._XXX..-.
_.....XXX...... -------XXX...._
---...xxX......
..... _XXX...°' ---- .._........---- . .
10. 2009._... .......xxX ...... .......xxX...... .......XXX.-.... ..._..XXX...._ .......XXX..-... .._...XXX..-.-. ....-..XXX_..........XXX...... .._......_..._..
11. 2010 XXX xxX XXX XXX XXX XXX XXX XXX XXX
5GHED ULE P - PART 3F - SECTION 2 - MED ICAL P ROFESSIONAL LIABIL ITY - CLAIMS-MADE
1. Prior, ---- - -------- 000....... . ...................... -
2. 2001...... ........... _ ........ ...... ............ .... ..................... ..................
-
2002..... ....... XXX._ ... ..................... ..................... .....................
-
-
2003 ...... .......XXX_.... ._....XXX __. ._..._...__...........................
---
5. 2004 ...... ....... XXX...... ....... XXX...... ....... XXX.__. ..._...__ --- ------ - -------- -- ----- ---
6. 2005...... .._...XXX._..- _..._)000 ...... ....... XXX__
7. 2006...... ..... _.XXX._.. .._..XXX...... .... XXK._-
8. 2007..... ........ XXX..... ...... XXX.... _ ....... X)OC......
9. 2008 ------ ------- XXX_..... .... ..XXX.-.-. ._....XXX....- .... ......
10. 2009....... ..-....XXX._... ....... XXX....-. _.....XXX..._........XXX._... ....._XXX._... _.....XXX_...........XXX_.... _........ .......
11. 2010 XXX XXX XXX XXX XXX XXX XXX XXX XxX
SCHEDULE P - PART 3G - SPECIAL LIABILITY (OCEAN MARINE, AIRCRAFT (ALL PERILS),
BOILER AND MACHINERY
1. Prior ....... ........ p00.._... ...
...
. 2001 ......
..
' ...............
. ......
........__..
_
...........-----
._...
.... . _ .......
.......
_.
.._.......
......... _..........
---..XXX...-..
..._-.)000
---
.
-------- .... -........... _. ............ _ ...... .... ......_-'--- . _ _.XxX.....
3. 2002_.... .._...XXX._.. ..._.....
........ .......--- ........ .......__..._'-. - _ ...... ....._)(XX...... ---....X)OC_....
4. 2003._....
XXX._.
_ ...___..._-_-. ....... ........ _ ........... _ ........ .... ...... _ .... _....... ....... ....... XXX...... ....... xxX...._
5
. 2004 _
_..XXX-.. __
XXX..._ ...._XXX....
.
---- ----
._ .
................._.. .....
.........------ ._....XXX...... ..._..XXX.._..
6. 2005.._° ...... _._XXX..._
................_.. ------- M..... . _.....XXX_..-.
7. 2006..._. -._XXK___ __XXX...... _._-)Do(.--
--.
..... _............ ....
............... _.._.XXX..._. ._._.XXX.....
8. 2007__.. ..__.XXX__ _._)OCK...... -..X)(X..._
9. 2008......
._...X)OC._- .
...._-XXX.....-
---?
_-_...°-._.....
....._..... _
-.. ....._XXX..._.
--'
_.
......... __.......
..----........ ......
...... XXX
.XXX_.._
10. 2009.-- ._-...X)OC•_.. .__M.._.. ..__XXX.... -..X)OC.._ _.. _. .._.XXX_.. ... ._.XXK__ ..._)OOL_.._ _. ..._........ ..._.XXX...... ..._.-XXX.._.
11. 2010 XXX XXX XXX XXX XXX XXX XXX XXX
XXX
XXX
SCHFni11 F D - DART 41611 _ CCr+T1nLJ -m ATUrnr, ¦ ¦t•rn¦ ¦?
1. Prtot_._
_......000.--
-._..----..
__-._-. - -
_-------- --•---- ?
-----_. - VVV V¦l¦1G¦ \VG
2. 2001_.. _...---.._.. ----°_----- ----------- -..........__---.. _.. --
3. 2002..._ -..._J000-.. __..-_.'-- -•-'----- -._..._.-...._ _._-.___._ .
4. 2003...... .._.X)OC__. .__XXX.. .
5. 2004.__. _..._X)OC_... ..._....-
6. 2005..--
2006.-_ ........
XX7L...
.-.x)oc_
S. 2007_.... .-.)DOC_
-
-
9. 2008_.--
-._,•XXX..
..._XXX_._
XX_--
-- ?- --- - - - ...._.. - - -
--- - - --.--- .._.
..... .........
10. 2009.-- --_..XX7C__ _-X)OL__ ----..xxx...... _._X)OC.. ...._)IXK.... .-._XX(-_ _)00L ......:)00(-".
11. 2010 XXX )00c (XX XXX XXX XXX XXX XXX XlIX
S(,
NRnllil G D _ DA 0r 12u 0-0n-r¦nu n
_---.3.748 -- - -
--.__.5.286 -- -
6.406 -
.____7,306
__7,741 ..¦ ¦ . - vGr¦
.....__7'W8 un.7-mii
--3,898 vc
-------,-647
-
.
1
898
2. 2001_.-. ........ ---383 .___.1.239 -........ 2.596 .-....... .966 ----.3.282 ._.__3,561 ------3,792 -----3.876 __-3,824 .-3.926 ----....
58 .
,
_
3. 2002...- .._._ X)OC.-- ---- •-368 `----1.200 -__1.898 .._-.2.543 ___2,895 ----3,097 -._.3.335 --_-...3.595 .__..3,567 ....
--
..- 64
162
4. 2003._... __.X)D(_ -..-)DO(- ._-...2.583 __.__3.976 --_5.239 _.__.6.019 .__--6,345 -._6.450 ------6,632 _--
91 _...... ---
156
5. 2004_. __..XXX.- .-XXK-. _._.XXX_._ ._.._541 -.-•2.561 ----4.005 _.-_.5.699 ....._-6.716 __---7.450 ..-_7,863 -----
--_--
y4 _-..._
174
6. 2005-... .._...X)0L_ -.XXX-' .._..XXK... -XXK._-. ------_925 -4,055 -----6.762 _------9.718 -_10.193 -
._-_-
99 -----
253
7. 20D6__ .--XX(.- -_)Do(- -.-)Ooc-•- ---XXK._ .-_1 ---.3.243 ....-_5,620 ----7,144 --9.136 ------
-----
90 _.'-------.
211
8. 2007-_.-. --.XXX___ ..-XXX_ _)00(._ ._._XXK- ...--_-.881 .__._3369 ----...6,987 ----- 8.703 --
-
71 .----
235
9. 2008--- --)XX - ---XXK-- --J000--- --_)OOL. _-X)O(_ ._._X)OL 627
.._
-
-- ._-..1.598 __..-.4.270 ---_..__
.----
45 ..._.._._
225
10. 2009--
-_.X)OL_
-.--)0c
...._.X)OC-
--xXX.-
._._XXX_
__XX)L_
j
.
_
;;;L
.._-2.971
--
29
.._-._
149
11. 2010 )00( XX) XXX XXX xxx XXx XXX XXX XXX 802 -..--.-.`
12, -------
53
61
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - PART 31- SPECIAL PROPERTY (FIRE, ALLIED LINES, INLAND MARINE,
EARTHQUAKE BURGLARY AND THE
CUMULATIVE PAID NET LOSSES AND DEFENSE AND- CO
O ST CONTAINMENT EXPENSES REPORTED AT YEAR END
MITTED 11 12
Years in
Which
1
2
3 4 5
6
9
10 Number of
Claims Number of
Claims
Losses Closed Closed
Were With Without
Incurred 2001 2002 2003 Loss Loss
2009 2010 Pa ent Pa am
1. Prior ...... ---.XXX ...... ...... .XXX...... ...._..XXX...... .._XXX.
....... .... ... ......._ ............ ...........-..---. .......XXX_.... )OX
2. 2009 ...... .......XXX...... .._....XXX.._.. ..----- XXX.... ......... XXX...... ----- ..XXX___ .......XXX..---........XXX......._.....XXX...... ....__.._......... ....................- .
.....XXX..._.
------- XXX._...
3. 2010 XXX X) XXX XXX XXX XXX XXX XXX XXX XXX XXX
SCHEDULE P - PART 3.1 - euTn PNVCIL`AI nAAAAl--G
1. Prior ....... ....... XXX--.. _.....XXX...... .._...XXX.___ _..._000_.... ._.._.._.
2. 2004..... _-..XXX...... ..._._XXX...... .._...XXX.-_' ....
.._
..._........... ....
................. ....
3. 2010
XXX
X)0(
XXX XXX
XXX ..-........_-......
SCHEDULE P - PART A IC - gnnt:1 ITv/cI IQcrv
1. Prior....... ..__.XXX__... ._._.JO(X.._._ ..._..XXX ...... .......XXX..._. ...._.X)0(..... ....... XXX...... .... _..XX7C...... ._...A00_.._ .......__.....28 ................90 ----...XX7C..... _.
....XXX.._..
2. 2009._._ ..__--.XXX.__ _._..XXX...... ..__XXX.-. ....... )=...... .._...X)(X..... ...... )OOL.._. _....)0(X- .. ...._.)00(._... .._.._..._.._.0 .......... _.---0 ......_)00(-.... ....._)00(
..
3. 2010 XXX XXX XXX X)O( X)O( XXX XXX XXX XXX 0 X)O( XXX
SCHEDULE P - PART 3L - OTHER (INCLIMINr mrn[T AIf tmnCUr Alan LICAll rLl1
t. Pdor__. XXX XXX
---
-•.. ... ......
...._
2 2009._._ -.X)O(___ .-XXX......
`..
_- ---•-'-
3. 2010 XXX XXX )OD( X70( X)O(
XXX
SCHEDULE P - PART 3M - INTERNATIONAL
2. 2001.--" -------- ------
---- ------.....
'--
- ---
- ------
--- '---
----- --
3. 2002.._. .- -•------- -------- r
--- .. __..-.._-.
-----._ ---°
4. 2003.--- -._..XXX_..... _.._)OOC..--'- -------• ---
-•--- ... ..._._XXX- --__XX7C-..
5. 2004_.._' -_.XXX._
• -
-- _XXX._ .._._XXX
6. 2005__ _....7000_- _._.X70C._ ..__.)DOC -
7. 2006.....
...._.XXX_.
70C-_
-)0(X_.... -- --- --
8. 2007 _ .__.XXX.._ -._J04C__
9. 200fl..._ -X)OL _X)OC_._. ---XXX-•-... ._-
)00C )O(X
_
... __.
.-
-
v
-
---
10. 2009___ --XXX_- ._...X)OC-_ .-)OOL_•,- ,-
.)DD( XXX XX>L
.
- -_ _,.
- -_700(_ -- .M--
11. 2010 XXX XXX XXX XXX XXX XXX XXX XXX XXX XXX XXX
62
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 3N - Reinsurance - Nonproportional Assumed Property
NONE
Schedule P - Part 30 - Reinsurance - Nonproportional Assumed Liability
NONE
Schedule P - Part 3P - Reinsurance - Nonproportional Assumed Financial Lines
NONE
Schedule P - Part 3R - Section 1 - Product Liability - Occurrence
NONE
Schedule P - Part 313 - Section 2 - Product Liability - Claims-Made
NONE
Schedule P - Part 3S - Financial Guaranty/Mortgage Guaranty
NONE
Schedule P - Part 3T - Warranty
NONE
Schedule P - Part 4A - Homeowners/Farmowners
NONE
Schedule P - Part 4B - Private Passenger Auto Liability/Medical
NONE
Schedule P - Part 4C - Commercial Auto/Truck Liability/Medical
NONE
Schedule P - Part 4D - Workers' Compensation
NONE
Schedule P - Part 4E - Commercial Multiple Peril
NONE
63, 64, 65
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Comoanv
a%,ntu ULt If - F'AHT 4F - SECTIO N 1 - ME DICAL P ROFESSIONAL LIABILITY - OCCUR RENCE
Y BULK AND I1NR RESERVES ON NET LOS SES AND OFFE NSE ANO COS T CONTAINMENT EXPENSES REPORTED AT YEAR END $00 0 OMITTED
ears in 1 2 3 4 5 6 7
Which 8 9 10
Losses
Were
ktcurted 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
1. Prior..--- ........... ............... .._.........-..
2001..._. .......................... ....................
_...
.._.._....__ .......
...........--._--
3. 2002 .... ......... XXX._..... . ........................... .............
4. 2003..... ......... XXX ......... ....-...xxX.---.. ._._.......
5. 2004 ...... ......... XXX........ ......._XXX......... ........
.....
6. 2005...... ......... XXX......... .._..._X.........
X ...__. X
......--
7. 2006 ...... .........)O0(........ ......... XXX........
8. 2007 ...... XXX__ .... .........xxX......... ......_.xxX....-.. .._......XXX_..... ._......xxX....._. . _..xxX.'---`
9. 2008..... ..... .... xxx........ .._.....XXX......_ ......_..)OUC_...._.. _..__....XXX_.._. ...._ 'XXX_..._._ __......xXX....._. ......__XXX........ ...._...-....._.......
1 2009 ....XXX .XXX _..XxX....... ..._-1C1?-----" -----.700(_.-._ ...MX...__. ..
.........
10
xxx
xxx
X)O(
xxx
xxx
X)O(
XXx
xxx E
XXx F
.
SCHED ULE P - PART 4F - SECTIO N 2 - ME DICAL P ROFESSIONAL LIABILITY - CLAIMS-MADE
1. Prior..... - .............
.............
.
2. 2001_ ....
..........................
........ _..................
........................
.. ........................
4. 2003_.... ...... _.70(X ........ .........xxX........ ._................._.
5. 2004_ ....
.........XXX.........
.......... XXX........
........
.... ...... .......................... .........................
6. 2005 ...... ......... xXX......... ......_..)OOC._...... ........
7. 2006......
........ XXX ........
--------- XXX.........
.........
t
8. 2007 ...... ......._XxX........ .......... XXX..._._ ...._. --
9. 2008 ...... ........_XXX......... _..._.x)OC..._.... ..._... .. ... .....
.. _
X...._..
.___..........-'---..
....._...._...__
10. 2009..._.
..------ xXX.......
......... XXX ........
.........xXX.......
....__XxX.._._
-...XXX_.._..
..._....X70C..
.......X100-"_..
....._..XXX........ ......
.................__.._.
..............
._---.._.
_
11. 2010
)m
xxx
xXX
m
XXX
XXX
xXx
XxX
xXX -------....._........
SCHEDULE P - PART 4G - SPECIAL LIABILITY (OCEAN MARINE, AIRCRAFT (ALL PERILS).
BOILER AND MACHINER
1. Prior....... .......................... .._......-----..--- ...........
......----...
._.._........_._..
2. 2001------ .............. .........
_
_......`-_-......_....
.......__........_.
....
_ ....... ..........
.._
........_...._.__....
3. 2002.....
._._)OOC ........
................... _......
...... __......_'______. ._......_._......._..... ...._..._................ ..........................
........ __.
....._......
4. 2003-..... ._._..XXX._.... .._.._XXX..._._ .._........._.___ . . _. -__' ---
5. 200k ----- ._..... X7(X__...
.__..._XxX.._.
......... .............
6. 2005,...... ........ )xX._...... ..-.XXX..__.. ._._. -
7. 2006 ...... ........ .XxX......... ......_.XXX......... ..
8. 2007_....
...__XXX.____..
.._..._XXX._ ....
......... .__
•-..
. ._.._.__... _..__---------- _.._.. ...._._ ................. ....._._._...._._...
9. . 2008._... ..._._XXX__._. _....._70(X..._.
10. 2003..... .... _...)OOC..._._. ...__..X)OC...._.. .__.X700-_. _.--X00(
--.
._
11. 2010 )00( X)O( X)O( )xX XXX XXX X)O( )00( )0p(
SCHEDULE P - PART 4H - SECTION 1 - OTHER LIABILITY -OCCURRENCE
2. 2001.---
....... --..
.......
._ .....
-.- .-
..... - - ........
3. 2002.._ ___.
'..._.
.._._....---__.
..__.____- .............. .
4. 2003_....
5. 2004..._.. _.__.XXX._..... ._._7000_......
....__.
-
6. 2005...__
._._._.XxX.__.
...._..XXX..__ --....._... ._..._--..__......
7. 2006.._- _-•XXX_...... ..-XXX__._
8. 2007_...
...___XXX.._._.
_-_x700.__..
.__. _ _....._.._.......... ............. ......
9. 2006._._. _-7000.- -..-.-700( __. ._._..
10.
----)000__.
___.)0(X._...... ---.....__._...
...__..)00(........ ..... -.... ..........
.......... _-_-_.-_.--
11. 2010
XXx
X70(
700(
700(
700(
700(
)00(
)0(X ___..__.
XXX ...._
.. .
SCHmm F P -PART A14 _ ecrnnu n nru?o .. wre...?..
1. Prior ..... --1,174 ._____742 -- -_ - -- -- D 5 D
2. 2D01__,
..____.__2,745
1.573
___
___442 __-__..._442
_.__--155
---•-••-_-183
------ -
- -- __-,_-9
--- - --
_---.._._.._13
- --...-- -
-----'-------D D
- --- -
3. 2002.-- ._.__._2.039 - -- -----104 ----------.16 __--...__9
4. 2003.__.
..2.189
_ -1.365
-.-_-833
_-__..373
- _ -....157
--------
....... ...... -91
71
5. 20o4._... __M
_..-- -.._XXX,.-- •---XpC-._ - 4.211 .-1.866 __-974 ---•-----.732 .-•------
-
---°--? __--------.
170
-
6. 2005 .- --..)000--. --- --- XXX- ..___5.379 ._....1,383 .-_..2.010
__._._..._..503 °- -._
373
7. 2006. _- •----XXX._.-- ---.XXX- _...._XX)(.._ -_x70(__ _7000---- __---5.411 ---_3.279 _..---2.015 -----------
8. 2007_- .-_)000 _ _.)OOC_. ___x700 _ .._____5,313 _._3.206 .--•----2.330 1
173
9. 2006.__ --)OOC_-- --100(•- _ ___)00L_ .-...xxX_ _._)000._... ...---.-5.036 .._----2.993 .
._
.
1
731
10. 2009.-• ---.x10(-- .,- _7000 _xxx_.-_ _7000.---- -----XX( ----- -•---- 4.403 .
.
__.
-
-
413
3
11. 2010 )00( )00( X)0( )00( xxx XXX )xX xXX X)O( -
--
.
4.070
66
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 41- Special Property
NONE
Schedule P - Part Q - Auto Physical Damage
NONE
Schedule P - Part 4K - Fidelity/Surety
NONE
Schedule P - Part 4L - Other (Including Credit, Accident and Health)
NONE
Schedule P - Part 4M - International
NONE
Schedule P - Part 4N - Reinsurance - Nonproportional Assumed Property
NONE
Schedule P - Part 40 - Reinsurance - Nonproportional Assumed Liability
NONE
Schedule P - Part 4P - Reinsurance - Nonproportional Assumed Financial Lines
NONE
Schedule P - Part 4R - Section 1 - Products Liability - Occurrence
NONE
Schedule P - Part 413 - Section 2 - Products Liability - Claims-Made
NONE
Schedule P - Part 4S - Financial Guaranty/Mortgage Guaranty
NONE
Schedule P - Part 4T - Warranty
NONE
Schedule P - Part 5A - Homeowners/Farmowners - Section 1
NONE
Schedule P - Part 5A - Homeowners/Farmowners - Section 2
NONE
.67, 68, 69, 70
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 5A - Homeowners/Farmowners - Section 3
NONE
Schedule P - Part 5B - Private Passenger Auto Liability/Medical - Section 1
NONE
Schedule P - Part 5B - Private Passenger Auto Liability/Medical - Section 2
NONE
Schedule P - Part 5B - Private Passenger Auto Liability/Medical - Section 3
NONE
Schedule P - Part 5C - Commercial Auto/Truck Liability/Medical - Section 1
NONE
Schedule P - Part 5C - Commercial Auto/Truck Liability/Medical - Section 2
NONE
Schedule P - Part 5C - Commercial Auto/Truck Liability/Medical - Section 3
NONE
Schedule P - Part 5D - Workers' Compensation - Section 1
NONE
Schedule P - Part 5D - Workers' Compensation - Section 2
N ON E
Schedule P - Part 5D - Workers' Compensation - Section 3
NONE
Schedule P - Part 5E - Commercial Multiple Peril - Section 1
NONE
Schedule P - Part 5E - Commercial Multiple Peril - Section 2
NONE
Schedule P - Part 5E - Commercial Multiple Peril - Section 3
NONE
Schedule P - Part 5F - Medical Malpractice - Occurrence - Section 1 A
NONE
70, 71, 72, 73, 74, 75
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 5F - Medical Malpractice - Occurrence - Section 2A
NONE
Schedule P - Part 5F - Medical Malpractice - Occurrence - Section 3A
NONE
Schedule P - Part 5F - Medical Malpractice - Claims-Made - Section 1 B
NONE
Schedule P - Part 5F - Medical Malpractice - Claims-Made - Section 26
NONE
Schedule P - Part 5F - Medical Malpractice - Claims-Made - Section 313
NONE
Schedule P - Part 5H - Other Liability - Occurrence - Section 1 A
NONE
Schedule P Part 5H - Other Liability - Occurrence - Section 2A
NONE
Schedule P - Part 5H - Other Liability - Occurrence - Section 3A
NONE
75, 76, 77
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Schedule P - Part 513 - Products Liability - Occurrence - Section 1 A
NONE
Schedule P - Part 5R - Products Liability - Occurrence - Section 2A
NONE
Schedule P - Part 5R - Products Liability - Occurrence - Section 3A
NONE
Schedule P - Part 5R - Products Liability - Claims-Made - Section 1 B
NONE
Schedule P - Part 5R - Products Liability - Claims-Made - Section 2B
NONE
Schedule P - Part 511 - Products Liability - Claims-Made - Section 3B
NONE
Schedule P - Part 5T - Warranty - Section 1
NONE
Schedule P - Part 5T - Warranty - Section 2
NONE
Schedule P - Part 5T - Warranty - Section 3
NONE
Schedule P - Part 6C - Commercial Auto/Truck Liability/Medical - Section 1
NONE
Schedule P - Part 6C - Commercial Auto/Truck Liability/Medical - Section 2
NONE
Schedule P - Part 6D - Workers' Compensation - Section 1
NONE
Schedule P - Part 6D - Workers' Compensation - Section 2
NONE
Schedule P - Part 6E - Commercial Multiple Peril - Section 1
NONE
79, 80, 81, 82, 83
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 6E - Commercial Multiple Peril - Section 2
NONE
Schedule P - Part 6H - Other Liability - Occurrence - Section 1 A
NONE
Schedule P - Part 6H - Other Liability - Occurrence - Section 2A
NONE
83
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Schedule P - Part 6N- Reinsurance A - Nonproportional Assumed Property - Section 1
NONE
Schedule P - Part 6N- Reinsurance A - Nonproportional Assumed Property - Section 2
NONE
Schedule P - Part 60 - Reinsurance B - Nonproportional Liability - Section 1
NONE
Schedule P - Part 60 - Reinsurance B - Nonproportional Assumed Liability - Section 2
NONE
Schedule P - Part 613 - Product Liability - Occurrence - Section 1 A
NONE
Schedule P - Part 6R - Products Liability - Occurrence - Section 2A
NONE
Schedule P - Part 613 - Products Liability - Claims-Made - Section 1 B
NONE
Schedule P - Part 613 - Products Liability - Claims-Made - Section 2B
NONE
Schedule P - Part 7A - Section 1 - Primary Loss Sensitive Contracts
NONE
Schedule P - Part 7A - Section 2 - Primary Loss Sensitive Contracts
NONE
Schedule P - Part 7A - Section 3 - Primary Loss Sensitive Contracts
NONE
Schedule P - Part 7A - Section 4 - Primary Loss Sensitive Contracts
NONE
Schedule P - Part 7A - Section 5 - Primary Loss Sensitive Contracts
NONE
Schedule P - Part 7B - Section 1 - Reinsurance Loss Sensitive Contracts
NONE
85, 86, 87, 88, 89
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 7B - Section 2 - Reinsurance Loss Sensitive Contracts
NONE
Schedule P - Part 7B - Section 3 - Reinsurance Loss Sensitive Contracts
NONE
Schedule P - Part 7B - Section 4 - Reinsurance Loss Sensitive Contracts
NONE
Schedule P - Part 7B - Section 5 - Reinsurance Loss Sensitive Contracts
NONE
Schedule P - Part 7B - Section 6 - Reinsurance Loss Sensitive Contracts
NONE
Schedule P - Part 7B - Section 7 - Reinsurance Loss Sensitive Contracts
NONE
89,90
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance company
SCHEDULE P INTERROGATORIES
1. The following questions relate to yet-to-be4ssued Extended Reporting Endorsements (EREs) arising from Death, Disability, or Retirement (DDR) provisions in Medical
Professional Liability Claims Made insurance policies. EREs provided for reasons other than DDR are not to be included.
1.1 Does the company issue Medical Professional Uability Claims Made insurance policies that provide fail (also known as an extended reporting
endorsement, or'EREJ benefits in the event of Death, Disability, or Retirement (DDR) at a reduced charge or at no additional cost? ................ Yes ( J No I X I
It the answer to question 1.1 is "no", leave the following questions blank. If the answer to question 1.1 is "yes", please answer the following
questions:
1.2 What is the total amount of the reserve for that provision (DDR Reserve), as reported,
dollars)? explicitly or not, elsewhere in this statement (in
.
1.3 Does the company report any DDR reserve as Unearned Premium Reserve per SSAP e65?
1.4 Does the company report any DDR reserve as loss or loss adjustment expense reserve?
Yes ( I No [ X 1
Yes I I No [ X
1.5 If the company reports DDR reserve as Unearned Premium Reserve, does that amount match the figure on the Underwriting and
Investment Exhibit, Part IA - Recapitulation of all Premiums (Page 7) Column 2, Lines 11.1 plus 11.2?..---- .-------- .................. .................... .... Yes ( j No I 1 WA I
X 1
1.6 It the company reports DDR reserve as loss or loss adjustment expense reserve, please complete the following table corresponding to where these reserves are reported
in Schedule P:
DDR Reserve Included in
Schedule P, Part IF. Medical Professional Liability
Column 24: Total Net Los ses and Expenses Un '
Years in Which Premiums Were Earned and Losses Were Incurred 1
Section 1: Occunenoe 2
Section 2: claims-Made
1.601 Prior ................................................... .........._....._......._----........._--------..........__...........
1.602 2001......... .... ..._.._..... -............ ......--..... __._..... ........................ ............... ...... -...................
.
.
.... ..........
1.603 2002........... .... _.._._.... ........... .......... _._..... ........... .... .... _............ ........
._..
.-------...._.__..-...-......-.-...
1.604 2003......... _..._............ ............._...._._......._-..........-...._.
1.605 2004..... --.-........ _._._...------------------- -......
--
...°---- ............._.._.._.-...__.
1.606 2005____ ............. -.......
.___._._._..........__.......----------..__.........._-......_.._...
1.607 2006 ...... ._..._....... .......... _....... .......... .....__.
1.606 2007................... _............. ....... ........ --...... ...._...... --._..... .......... .................. ............. ._'---....._.........._. .
.
1.609 2006 ................ _.-........................... _.......... __...---......... _.... -..............................
......._..............
. . . . . .
. .
.._._.
. .
. .
1.610 2009.................. ..... ...... ................ _...... .... -_..._.... ........... ..... -......... ............... . . . . . . . . . . . .
1.611 2010............................. _.......... _........ ....... ..... ...... _..__........
.............._..-...........----.._.._...._ .
1.612 Totals 0 0
2. The definition of allocated loss adjustment expenses (ALAE) and, therefore, unallocated loss adjustment expenses (ULAE) was changed
effective January 1, 1998. This charge In definition applies to both paid and unpaid expenses. Are these expenses (now reported as'
Defense and Cost Containment- and -Adjusting and Other') reported in compliance with these definitions in this statementz..---._._.....__ Yes I X I No I 1
3. The Adlustfrg and Other expense payments and reserves should be allocated to the years in which the losses were Incurred based on the
number of claims reported, dosed and outsterldhg in those years. When allocafkg Adjusting and Other expanse between corrpanles in a
group or a pock the Adlustirg and Other expense should be afiaated In the same percentage used for the loss amounts and the dakn
cants. For reinsurers, Adjuallng and Other expense assumed should be reported accaddg to the reinsurance contrail For Ad(usthg and
Other expense Inc Tied by reinsurers, or in those sla adons where suitable dam count Information Is not avallable, Adjusting and Other
expense should be allocated by a reasonable method determined by the company and described h Interrogatory 7, below. Are they so
reported M this ._-.-----...-__...__.-----_-._---------...... --•---._?.-__....-_-_...__. Yes [ X I No [ 1
4. Do any firers in Schedule P iridude reserves that are reported gmss of any discount to present value of future payments, and that are reported
net of such discounts on Page f0z............. ..-_..-_.._._.......-_-._ ..
----....... ---_.... Yes [ I No I X 1
If yes, proper disclosure must be made in to Notes to Financial Statements. as specified in the Instructions. Also. the discounts must be
reported In Schedule P - Part 1, Columns 32 and 33. Scheduo P must be competed gross of non-tabular discounting. Work papers
relafing to discount calculations must be available for examination upon request.
Discounting is allowed only If expressly permitted by the state insurance department to which this Annual Statement is
being trod.
5. What were the het premiums in force at the end of the year for.
(in thousands of dollars)
5.1 Fidelity
5.2 Surety.
. _.._......
.................. _........ 40
6. Gahm court Information is reported per claim or per claimant (Indicate which). -----"-'-'-....-
t not the same Intl years, explain in interrogatory 7. _.-_----•-----------..
7.1 The Irtonnallon provided in ache" P will be used by many, persons to "Ibmarte the adequacy of the current loss and expense reserves,
among other V*Vs. Are there arty especially significant events, coverage, retention or accounting carpel that have occurred that must be
considered when making such
7.2 (An extended statement may be attached)
Yes[ I No IX1
91
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual I
C
nsurance
ompany
SCHEDULE T - PART 2
INTERSTATE COMPACT - EXHIBIT OF PREMIUMS WRITTEN
Allocated b States and Territories
Direct Bus iness On
1 2 3 4 5 6
Disability Long-Term
Life Annuities Income Care
States
Et (Group and (Group and (Group and (Group and Deposit-Type
c. Individual kxfvidual Individual) Individual Contracts Totals
1. Alabama ------------- ........... ....... ................................... _... AL
2. Alaska - ....................... .............................................. AK
3. Arizona ........................... ............................................... AZ
4. Arkansas .................. .__- ......._.......... .......... ................ AR
5. California .................. ..... ............................................... CA
6. Colorado .................. ....... ................................ ....----..-... CO .............................. ..........................
7. Connecticut .................... ................................. _.._...._.. CT
8. Delaware ......................... .......................................... .... DE
9. District of Columbia ........ ............ ................................ DC
10. Florida .......... -................. .............. "...--..._'--------......._ FL ...---- ..-...
11. Georgia ................... ..... . ....................
12. Hawaii .............................. ................ ..-------..-......_---- HI
13. Idaho ........................ _..... .... -............... --_.._........... ID -........... ....----- '.-.... _.
14. Illinois ..................... ......... ........ _......................... ._...... IL ............... .............
15. Indiana ............................. ....... _.......---'--...._.........--_. IN .............................. ..............
16. k»va.................... .... ---. .... ............ _...... ............ .-.... IA
17. Kansas ............ ........ ..... ..... _............. -----.._........_ KS ................. ......
18. Kentucky ........... ............... ................. _....................... -- KY _.............. -
19. Louisiana .............. ...... .... ....... ................................ LA
20. Maine .... ......... ................. ....... _..........._._.._...._...._._ ME .... --.................... - -'
21. Marytand.......... .... _..... .--. ........... MD
22. Massachusetts ................ ..... --'-.... ............ ...--_-_ MA .......... _.................... ........ -......
23. Michigan .......... _._..... _.... ..... .... _ ......... ................... __ MI ............... ._........... ................... ..........
24. M'mnesota................ -'- -.................................... MN .... .............. __._.... ._- _. _.
25. Mississippi ......... __........ .. .... MS
26. Missouri ..... _..... _........ ...................... ..... __. MO _--
27. Montana..------.-..... ._............... -.....
.---- - ------ --•
28. Nebraska ._........._._._...- .._._--_.....-.._-- ..-
- -.._..
._...._...._
.
29. Nevada'---°---..-.-'-
--'-'--"'-...."'------ - --- --' _
....._............__ .................................................
....
30. New Hampshke ._.._--
-_.--_--•--'--- NH
-_- - -- -- .... _........... _.._ ....--_•-°-........... ..._._........
.'---------.....__ ._.-.._._..
31. New Jersey.-_..___.-
___..._..-_-.__._.-._ NJ __-'.--.........._..--..-..._-.....
32. New Mexico._--•--- '.._-.---...-.._.._..---" NM _.....----'--- ..-._._----_.... -_.--'--- -- --
33. New York ------ --...-.._ _-"---'-----'-.. NY ---'----'
34. North Carolina Nc
35. North Dakota ND
37. Oklahoma.-----'--•-- -..... -------'-. OK ....__..-------' '---"'---_."-'-• "---'--'---
38. Oregon.---__---------- - --'-'-
39. Pennsylvania _..-__.-- --___..------_-- PA
40. Rhode Island--___.... -__._--.--_--. RI
41. Sotto Carolina ____.__.-_ _.-_-__-..-...-.- SC
42. South Dakota.----'- --...._-_..-----•---. SD
43. Tennessee -...... _-.---°---- TN
44. Texas __..._.-_..-'----- ----"'--'----'- TX '.--'_.---- ---'--'-'
45. Utah _........ _.__-_...-__.. _..___.._.___..._. LIT
48. VT
47. VIrginia._-----...... -.... . -----_..... ----...._.._ VA
48. Washington WA
49. West Vlrginia_--_-_- _-.--...-__- WV --°_._....._.--.
50. Wisconsin------ --•-_-_--__ WI
52. American Samoa _.-._ _----_-__-.._-.. AS
53. Guam _. --° --_-_..- GU
54. Puerto Rico.-.._ -_ PR
55. U.S. Virgin Islands -.--- --- .,--. VI
56. Northern Madan Islands._ -._.._-...--._-. MP
- 57. Cltrrada._...------ ._. -' _ ----?- CN
58. Aggregate Other Alien OT
--_.
----
59. Total -----' ---'
93
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE Y - INFORMATION CONCERNING ACTIVITIES OF INSURER MEMBERS OF A HOLDING COMPANY GROUP
PART 1 - ORGANIZATIONAL CHART
A
The Bar Plan Mutual Insurance Company
Federal ID# 43-1393691
NAIC Company Code - 29513
Parent Co. (MO)
TBP Holding Company, Inc.
Federal ID# 43-1724523
NAIC Company Code - NONE
(MO)
The Bar Plan Insurance Agency, Inc.
Federal ID# 43-1702852
NAIC Company Code - NONE
(MO)
The Bar Plan Foundation
FederalID# 43-1679870
A 501(C) (3) Organization
(MO)
The Bar Plan Surety & Fidelity Company
Federal ID# 43-1826922
NAIC Company Code - 10966
(MO)
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE Y
t
2 PART 2
3 - SUMMA
4 RY OF IN
6 SURER'S
6 TRANSAC TIONS W ITH ANY AFFIL IATES
7
Income/ 8 9 10 11 12
13
(Disbursements)
Purchases, Sales Incurred In
NlUC or Exchanges of
Loans
Securities Connection with
Guarantees or kmme/
Any Other Material Reinsurance
Company
C
Federal ID
Names of Insurers and Parent,
hareholder
apital
,
,
Red Estate,
Mort
a
e Loans
r
Undeftakirgs for
th
S
f
Management
(Disbursements)
em
Incurred Under
Activity Not in the
Ordinary Course of (Payable) on
(Payable) on
Losses and/or
ode
_._29613 Number
43-1393691
'
Subddladas RE Af fttea
The Bar Plen Gntusl Insurance Cmpany ........
Dividends
..... .................... _._......
Contributions
....... g
g
o
Other Investments e
ene
t of any
Affiliates Agreements and
Service Contracts Reinsurance
regiments the Insurer's
Business
Totals Reserve Credit
TakerV(Liability)
.__.10966 43-1821
12 The Bar Plan Suret and Fidslit
Y Y CoNpany ...
.. ... ......... _.......... _.._ ... .... ............. -.............. .................................. ........................(44.076) ..................................... ....................
.. ........................(44.076)
__.00000
43-1702862.._
The Bar Plan Insurance
Agency, Inc....... _ ..
.
........... _.......... _....
..........
........... ...._.......----- _...
_--------- _..........._........
.....................................
..._......... ....... .(176,1611
._...................... ...........
.....................
.....................................
(176161)
...................... ........................
.......
............._....___..
_............ _..._..... ....... _
............ _..... ............ ....
........... ......_..................
.................---....220.237
220.237 ..............................
li999999 Con trd Totals .. . ............_....._.........._.. _.................................._ ........................-?-----...... .......
0
0
g ............................0 X)O(
0
0
0.
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SUPPLEMENTAL EXHIBITS AND SCHEDULES INTERROGATORIES
The following supplemental reports are required to be ailed as part of Your statement filing unless specifically waived by the domiciliary stale. However, in the event that your domiciliary
state
waives the filing requirement, your response of WAIVED to the specific interrogatory will be accepted in lieu of filing a "NONE' report and a bar code will be printed below. If the supplement
is required of your company but is rot being filed for whatever reason enter SEE EXPLANATION and provide an explanation following the interrogatory questions.
MARCH FILING Responses
Will an actuarial opinion be filed by March 17
........................
..
Will the Supplemental -..._.--
Compensation Exhibit be filed with the state
f d
b
i
il
M
----?---...... YES
.
o
y
c
e
om
arch 1 ? .............................. . ... ..... ....... ........ ..........
.............
W 11
u t confidential Risk-based Capital Report be filed with the NAIC by March 1?,,,,,,,,,,, -.................. YES
....
,,
....................................
.
.
.
.
. .
.
.
.
.
.
.
.
..
. .....
.
.
.
.
.
.
.
.
.
.
.
. 1 . ? .
t cenfdemial Riskbased Capital Report be tiled with the stale of domicile, it required by March .
... YES
.......
.
. ... .
..
YES
__
.................
.
.
..
.
.
_
.
.
.
.
.
..
_
.
.
_
..
.
.
.
.
.
.
.
APRIL FILING ..........
.
.
. YES
Will the Insurance
Expense Exhibit be filed with the slate of domicile and the NAIC by April 1? .
...... ............ ...._..._ .............. ..... ..._......._.........
Will Management's Discussion and Analysis be filed by April 1?------ .------------ .. ....._._...._ YES
_
Will the Supplemental Investment Risk Interrogatories be filed by April l?_ ....___ .
. YES
.
................................ ._............ ...... _..._.......-...._......_....
MAY FILING ..-._...___.... YES
Will this company be included in a combined annual statement which is filed with Ilat NAIC by May 1?
........................... _...............................
JUNE FILING .................. YES
Wig an audited financial report be filed by June 1? .....................
................... _.
._......_....................... _._....._ .............._......___.__....................
Will AoeountaM9 Letter of Qualifications he filed with the slate of domicile and electronically ically with the NAIC by June 1?..................................
....__..........
YES
.... ........... ._ YfS
11. AUGUST FILING
Will Communication of Internal Control Related Matters Noted to Audit be filed with the state of domicile by August 1?
YES
........_ ...............................
The follow[
nil supplemental reports are required to be tiled as pan of your annual statement filing. However, in the evert that your company does not transact the type of business for which the
special report must be filed, your response of NO to the specific interrogatory will be accepted in lieu of filing a'NONE' report and a bar code will be
l
d b
It th
rint
p
e
e
ow.
e s
required of your company but is not being filed for whatever reason enter SEE EXPLANATION and provide an explanation following tis interrogatory questions. upplemental is
12. MARCH FILING
Will Sclsdule SIS (Slockholder Information supplement) be filed with the stale of domicile by March 1?
13. ,,,,,,,,,,,,,,,,,,,
_ .......................................................
Will the Fimnccial Guaranty Insurance Exhibit be filed by March 1? ...............
NO
14. .......... _
Will the Medicare Supplement Insurance Experience Exhibit be filed with the stale of domicile and the NAIC by March 1?.._ ...................._ ...._
NO
15. .................
Will Supplement A to Schedule T (Medical Professional Liability Supplement) be filed by March 1?.............. _..................
......._..
.....................
NO
16. .................
Will the Trusteed5
Surplus Statement be filed with the slate of domicile and the NAIC by Marts 1 ? ...
._
17. .
.....................
.
..........................................................
Wiil the Premiums Allribured to Protected Cells Exhibit be filed by March 1? .
NO
18. .......................... _.
...._ ...................... __._............................. .... ...................
Will the fleinshuarce Summary Supplemental Filing for General Interrogatory 8 be filed with the slate of domicile and the NAIC by March 1? -.-......_. NO
hip
19. ........
WIN the Medicare Part D Coverage Supplement be filed with the state of domicile and the NAIC by March 1?............................... NO
20. ...........................
Will the confidential Actuarial Opinion Summary be filed with the state of domicile, If required. by March 15 or the date otherwise specified)? ........
. YES
21. .
........
Will the Reinsurance Attestation Supplement be filed with the state of domicile and the NAIC by March 1?.... _ ...................._ YES
22. .................................
Will the Exceptions to the Reinsurance Attestation Supplement be filed with the state of domicile by March 1?....... ....... .
23. ......
Will the Bail Bond Supplement be filed with the state of domicile and the NAIC by March 1? ..--........ ............... -...... .... . ...................................
NO
24. APR
Will the Credit fragrance FLING
Experience Exhibit be filed with the state of domicile and the NAIC by April 1? .... ........ ._ ................ ...........................
-
NO
25. .
.............
Will the Long-term Care Experience Reporting Fonts be filed with the stale of domicile and the NAIC by April 1?.... _..... _ .................................
.. NO
26. .............
.
Will the Aocidem and Health Policy Experience Exhibit be filed by April 1? _.__........ ....... ..... .................. ....._......_......._.._............_............._.. fp
27. ......--_.
WIN the Supplemental Health Care Exhibit (Parts 1, 2 and 3) be filed with the state of domicile and the NAIC by April 1? _... hip
28. .............. _..__......____.
Will the regulator only (non-"Ic) Supplemental Health Care Exhibit's Expense Allocation Report be filed with the stateof domicile and the
NAIC by April 1?........ _......... ............ ..
--
AUGUST FILING
29. Will Management's Report of Internal Control Over Financial Reporting be filed with the state of domicile by August 1?
Explanations:
12.
13.
14.
15.
16.
17.
18.
19.
22.
23.
24.
25.
26.
27.
28.
Bar Codes:
12. SIS Sioddolder Information Supplement (Document Identifier 4201
13. Financial Guaranty Insurance Exhibit [Document idemtfier 240]
14. Medicare Supplement Insurance Experience Exhibit [Document lid"fier 3601
15. Supplement A to Schedule T [Document Identifier 4551
16. Trusteed surplus Statement (Document klemifier 4901
17. PrenNurm Atribuled b Protected Celh 1Doc nmi Identifier 3851
18. Reinurance Summary Supplemental Fding [Dm merf kk"fier 4011
19. Medicare Part D Coverage Supplement [Document Identifier 3651
22. Emcepsors loft Reinsurance Aaealasion Supplemer (ooolment Identifier 400)
23. Ball Bond Shpplernam (Document ldensfier 500)
24. Credit Insurance Experience Exlsbt (Document Identifier 2301
25. Lag-Tam Care Experience Reporting Fame [Doaunenl Identifier 3061
26. Accident and Health Policy Experience Ex" [Document fdenfifiar 2101
96
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
27. Supplemental Health Care Exhibit (Parts 1, 2 and 3) [Document identifier 216] Ulm FF1
28. Supplemental Health Care Exhbit's Expense Allocation Report I"!?!!
[Document kenUlrer 217)
96.1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
OVERFLOW PAGE FOR WRITE-INS
Arlrerin..I W rie e W A--
Current Year
Prior Year
1 2 3 4
Net Admitted Assets Net Admitted
2504. Automob i l e Assets Nonadmitted Assets Cols. 1 - 2 Assets
.....................
2505- Miscellaneous Receivable .1.811
...... 1.811 0
---------------------------------
.......
2597. Summary of remaining write-ins for Line 25 from overflow page
............. ............. .......0
1.811 1,811 0 g
ArNitiI WA- r... i
1 2
-
2504.
Current Year
Prior Year
2597. Summary of remaining wile-ins for Line ... 25..from-........_.....overfow page _..-..._.............----......_............---...---......... ...._............... .._..........._..._----
...-.0
0 0
97
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SUMMARY INVESTMENT SCHEDULE
Admitted Assets as Reported in the
Gross Investment Holdi s Annual Statement
- Investment Categories 1
Amount 2
Percents 3
Amount 4
Percentatte
1. Bonds:
1.1 U.S. treasury securities .-....._............. ........ ............................................... .. ....................6,432,820 ................_._.....12.825 ....................
6.432,820 12.825
1.2 U.S. government agency obligations (excluding mortgage-backed
securities):
1.21 Issued by U.S. government agencies ....
....................... _....---_...------ ... .0.000 . ......................................
1.22 Issued by U.S. government sponsored agencies ............................ . ..............- _................... ................... 0.000 .
1.3 Non-U.S. government (including Canada, excluding mortgaged-backed
securities) ..................................................................................................... . ._..----......-.---.........--- ......... 0.000 ........ ._-0.000
1.4 Securities issued by states, territories, and possessions and political
subdivisions in the U.S. :
1.41 States, territories and possessions general obligations
.-............... . ...................... .0.000
1.42 Political subdivisions of states, territories and possessions and
political subdivisions general obligations ..................... ................... . ............... ..... 1,281,270
............... _---.......2.555
.._._........_.. 1.291.270
......... _..... ....... 2.555
1.43 Revenue and assessment obligations ............................ ..... ----------------- 12,159.943 ...... 24.242 ........... 12.158.943 ..........................24.242
1.44 Industrial development and similar obligations
................. _.._.......... . _........................_0.000 .................................... ............. ..... 0.000
1.5 Mortgage-backed securities (includes residential and commercial
MBS):
1.51 Pass-through securities:
1.511 Issued or guaranteed by GNMA ................................. ...... _......... ...... ............. ................... 0.000 ............................0.000
1.512 Issued or guaranteed by FNMA and FHLMC ...................... .. ...._....._..-.-.3.841.748 ............................ 7.659 .................... 3.841, 3,841,748 ._.........................
7.659
1.513 All other ..................................................... _............. _ ............... ............ ._..._.1.027,225 -------------------------- 2.048 .....................
1,027,225 ............................ 2.048
1.52 CMOs and REMICs:
1.521 Issued or guaranteed by GNMA. FNMA, FHLMC or VA ...... ....... ............................. ..0.000 _--------- ...._........._0.000
1.522 Issued by non-U.S. Government issuers and collateralized
by morgage-backed securities issued or guaranteed by
agencies drown in Line 1.521 .---°--...-----...------- ...... ...... ........ ......... ..... ........... -...... 0.000 ...................... ...... ....... . 0.000
1.523 All other .-.................... ....... ------------------------------ ----_-_-----------------
-....._-' -.....'.'......._..... . _......_.0.000
2. Other debt and other fixed income securities (excluding short-term):
2.1 Unaffiliated domestic securities (includes credit tenant bans and hybrid
securities)---'---....-' -............. ........... _............ --- ------.... ......... ._....... 9,167,917 --.......... _....._...18.278 ....... ............ 9.167.917 ..... - 18.278
2.2 Unaffiliated non-U.S. securities (including Canada) .... _._-.................. ... ......... ....... __ .............. .................. _....... 0.000 ............... .................
_. ........... 0.000
2.3 Affiliated securities .._-------------- ._......... .... _.... _........ __..... ........ _......... .... . .._.-__......._ ................ ...... -.......... ....... 0.000 .......
................ ............ . . 0.000
3. Equity interests:
3.1 Investments in mutual funds ....-_.--__.._._...._....... -.._...._..._..--_ -._-------.._._........ ......... ._..... ..................... .-_ .......0.000
3.2 Preferred stacks:
3.21 Affiliated _.......... _ ................. _._._._......._........__.._-....._.___...._ -.... _.......0.000 --------- _0.000
3.22 Unaffiliated.------'-- ---- _ _-_- -- °- ... ---...- - -' ----°°--- -.._....0.000 ............... ...... -.._....... ........................ 0.000
3.3 Publicly traded equity securities (excluding preferred stocks):
3.31 Affiliated ........ _......... .... .._.-____- ------••--•-- --....---..- 4,450,735 _.. ............. __18.1174 ..._ ..... ........ 4.450,735 ..8.874
3.32Unafiliiated__.._._....._._...._.___._._._..__.._--..._ ..... ........... __4,529,572 9.031
3.4 Other equity securities:
3.41 Affiliated _......... __....__.-.._._-_._.------_...- -...._._..... ___........... __-.0.000 _. .... ..... ......... 0.000
3.42 Unaffiliated.... -..... _........ " --'-• --------------
3.5 Other
equity interests including targrble personal property under lease:
3.51 AftBiated...-_._....._.___..._........_._.__.-._-....__...__.._.._-_.... ._-_.._.._._.-....._.. .. 0.000
3.52 Unaffiliated .................. __...._--.._...___-__._----....__-.._. ..... __._..._. .._........__.....0.000
4. Mortgage bans:
4.1 Construction and land development
4.2 Agricultural .......... __.._......._.___.......-._...__.._.-._.__.__.__-_.__. .____.-.__._..__.._... __..... 0.000
-
.__....._.._.._.__......... .
........ .... __._.._0.000
441 Single family residential properties
...-..._._.__..__........
.
_......._.........-_.0.000
4.4 Witifamily residential properties ..... _....... _...... _....__.-_.._._...__.. _..-------.._...---
-....... --------- 0.000
_...... ......... --...__.... •
--------'-----
4.5 Commercial bans ....... -_.._.............. -._-..._..--_...__-__. __..--..-..--..__.. ....0.000
4.6 Mezzanine real estate bans.-----------_-_..---__.---- _-------------_-- -- ----..-.-....._.0.000 .0.000
5. Real estate investments:
5.1 Property occupied by company _-------------------
-
-------1.872.773
-
_ .3.734
_...... _..-----1.872.773
_..°-_'-3.734
_...._.-..
52 Pro
party held for production of income (including
E ___--------- ----------- of property acquired in satisfaction of
debt) .....--- -- 0.000 ---- 0.000
5.3 Property held for sale (including $
_-----•-•_•-
propety acquired In satisfaction of debt)
6. Contract bens --------......
--_..-_?_.__.?_
-
- - - ... --0 -
-
7. Recehrables for securities ___-- -- _-- ---•-_---- - -.,0.000 _ __-- ••- ___o _ -oof10
8. Cash, cash equivalents and short-term Investments __ -_._- -----5.394.2ss -----_m.755 _ ----.--5.4.266 -• -------._..._H1.753
9. Other invested assets
0.000 0.000
10. Total invested assets 50 157 289 100.000 50,157 269 100.000
Slot
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE A - VERIFICATION BETWEEN YEARS
Real Estate
1. Book/adjusted carrying value, December 31 of prior year ..........
..................... _.....-...._......._..............__...._....._-
__ ................--__..---- ..................._..
_.......1, 896.746
2. Cost of acquired:
2.1 Actual cost at time of acquisition (Part 2, Column 6) ................ _..................................... ....................... 71, 71,970
2.2 Additional investment made after acquisition (Part 2, Column 9) ...................................
0
3. .......... ..................... ......................... _...................................
Current year change in encumbrances: 71.970
3.1 Totals, Part 1, Column 13.._........... .......__..........................._......_..._..._.............."'....__......._-.....--'-.._...-.-.--...-..-.._.._.._.....-.-........_-................
.._._0
3.2 Totals, Part 3. Column 11 ..................._
-.._...."`.' _......__ ._..........._....-_0
4. Total gain (loss) on disposals, Part 3, Column 18 .............................................
5. Deduct amounts received on disposals, Part 3, Column 15 ..................
6. Total foreign exchange change in book/adjusted carrying value:
6.1 Totals, Part 1, Column 15 .............................................. _. -..... .._...- ---'--....._..."--° ............._0
6.2 Totals, Part 3, Column 13 .................
........._....._..._....--....... ....................................................
7. Deduct current year's other than temporary impairment recognized:
7.1 Totals, Part 1, Column 12 _..........._ .............. ._0
7.2 Totals, Part 3, Column 10 ..........
............... .._0
8. Deduct current year's depreciation:
8.1 Totals, Part 1. Column 1 L_ .....................-__..._....._............._.__......._.------_..__.._......_......._...........--'-.-`-`-........._.--........_....__.........°--_....._95.946
8.2 Totals, Part 3, Column 9 ..................................... ___-........... -'-- -- --.._...........__......----......_. -. .......----- -........._95,946
9. Book/adjusted carrying value at the end of current period (Lines 1+2+3+4-5+6-7-8) ........ _........ _ ........................................ ..........................................
.............. ....... 1.872,773
10. Deduct total nonadmitted amounts ..
..... _......... _...... _...... __..... ..-..._ ............... .... _....... ......._..0
11. Statement value at end of current period (Line 9 minus Line 10) .._.............................. .................... ....... 1,872,773
SCHEDULE B - VERIFICATION BETWEEN YEARS
Mortgage Loans
1. Book value/recorded investment excluding accrued interest, December 31 of prior year....................
2. Cost of acquired:
2.1 Actual cost at time of acquisition (Pan 2, Column 7)
22 Additional investment made after acquisition (Part 2, Column 8) ......... ...... ................
3. Capitalized deterred Interest and other.
3.1 Totals. Part 1. Column 12._.._._._.?:..._-...._.__._ ._.._.___.r.._._-.._.-_.._.-...
3.2 Totals, Part 3, Column 11 -__--.______._..-...___-.._-..___..._-_-.....-.-........._.__•-_..-.-.
4. Accrual of discount...__--_-.._.__ ___._..-._.____.-_._._.___...___..---_-•.----------•--._--•--
5. Unrealized valuation increase (decrease):
5.1 Totals. Part 1, Column 9....._.___?_._.- Gfees
52 Totals. Part 3, Column
8.._...__?...-
6. Total gain (loss) on disposals, Part 3, Column 1
7. Deduct amazes received on disposals. Part % 8. Deduct amortization of premium and mortgage
9. Taal foreign exchange change in book value/recorded Investment excluding accrued Interest:
9.1 Totals, Part 1. Column 13.-
9.2 Totals, Pan 3. Column 13 _-
10. Deduct current year's other than temporary krpairment recognized: •- .
10.1 Totals, Part 1. Column 11 .---1-•-- _•,_•- _•_•_.__.
....,.---'---------
102 Totals, Part 3, Column 10
11. Bank value/recorded investment excluding accrued interest at and of current period (Lines 1+2+3+4+5+6-7-8+9-10)
12. Total valuation allowance ... ........
.-___..__..-._-.__...-_.'_---_
13. Subtotal (Lime 11 plus 12) ---•--•--_.._-..... --- --
14. Deduct total nonadmitted amounts -.?.__._..._....._
15. Statement value of mortgages awned at and of current period (Line 13 minus Line 14) .--------- _ .
5102
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE BA - VERIFICATION BETWEEN YEARS
Other Long-Term Invested Assets
1. Book/adjusted carrying value, December 31 of prior year ......... .......
2. Cost of acquired:
2.1 Actual cost at time of acquisition (Part 2, Column 8) ...................
2.2 Additional investment made after acquisition (Part 2, Column 9)
3. Capitalized deferred interest and other:
3.1 Totals, Part 1, Column 16 ..................................................... _.........
3.2 Totals. Pan 3, Column 12................................................................
4. Accrual of discount.. ....................................-.............
............................
5. Unrealized valuation increase (decrease):
5.1 Totals, Part 1, Column 13 ............................Nmn
5.2 Totals, Part 3, Column 9 .
................-..6. Total gain (loss) on disposals. Part 3, Column 7. Deduct amounts received on disposals, Part , .-.__.......
8. Deduct amortization of premium and depredation .............._........._....
9. Total foreign exchange change in book/adjusted carrying value:
9.1 Totals. Part 1, Column 17.-.-... ...................._...._..._..................._..
9.2 Totals. Part 3. Column /4.................. ...... __....................... _.....-._.
10. Deduct current year's other than temporary Impairment recognized:
10.1 Totals. Part 1. Column 15 ... ..................... _...... _...... ...... .......... -.
10.2 Totals, Part 3, Column i t ._ .................___.........-_...__-........_.-
11. Bookladjusted carrying value at end of current period (Lines 1+2+3+
12. Deduct total nonadmitted amounts _........ _.___......_-..... :..........
13. Statement value at end of current period (Una 11 minus Line 12) ..__
SCHEDULE D - VERIFICATION BETWEEN YEARS
Bonds and Stacks
1. Book/adjusted carrying value. December 31 of prior year ------- -.._...-._...._-. -_ _...... _......---'-............. -_....-----._........-..._...___-..._..........._...._...........----_.46,224
,132
2. Cost of bonds and stacks acquired, Part 3, Column 7 -...... .. ...................... __.._.......... ._-....... _..... ___._._.-'__.._ . -................. . ......... 4,340.094
3. Accrual of discount ------------.-_._.---'------------_ ..----......----- .__.__---------------.---------._.._..._......---...---'----...__.._.---......._ .._.._.-.53,407
4. Unrealized valuation Increase (decrease):
4.1. Part 1, Column 12 ___ ......... _-_.............. _.... _178,557
4.2. Part 2, Section 1, Column 15 -.......
___._........_..___._.-._.____
4.3. Part 2, Section 2, Column 13 -----_---------------__-.- -----"...-----.....?.__....---_...... _..._...-766, 974
4.4. Part 4, Column a - ._.----.._..__...-........___..-.._...__..?
5. Total gain (loss) on disposals. Part 4, Column 19
6. Deduction consideration for fonds and stocks disposed of, Part 4, Column 7._.._... _...._._.__..___....__...................... _.............. _.. 418, 904
7. Deduct amortization of premium -..--------____-.-'-'---------"- -----__....---------- _--------- ---.......... -.'-----_...------------- ----'--139.071
8. Total foreign exchange change In book/adjusted carrying value:
8.1. Part 1, Column 15--°---------°---•---_._._..-._.__.--..__-_ -----------'--._.._..------•----'-"--.._.....-----'----°--.D
8.2. Part 2, Section 1, Column
8.3. Part 2. Section 2, Column 16 -........ -...................... --............. ----....
8.4. Part 4, Column ___.....__........_....._.._.......
.._...-._.._...0 ._..__..._
-
-_......_._..._0
9. Deduct current year's other than temporary impairment recognized:
9.1. Part 1, Column 14
92. Part 2. Section 1. Column 17 -_.-..-._-..._----.._--------- ------------'--_.----._.._---'-----.__.... .........
9.3. Part 2. Section 2, Column 14 _....-___-._•° ...-0
9.4. Pan 4, Coumn 13 __.._.-..-...___.__A
10. Book/adjusted carry6g value at end of current period (Lines 1+2+3+4+5-6-7+8-9) -. -.----------....--......
It. Deduct total nonadmitted amounts
_....? -_ ---.•!,__-„ -.-_„_,_.-__._..-.-._...._ _..--._ _...-.-?---_ _,--0
12. Statement value at end of current period (Line 10 minus Une tt)..--._.-...-- -_._--•,_••_--------------___--_ d9 too 077
S103
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - SUMMARY BY COUNTRY
Long-Term Bonds and Stocks OWNFn rk-l-!11 n( l --m V-
2 3 4
Book/Adjusted
Descri Lion Ca Value Fair Value
. Actual Cost Par Value of Bonds
BONDS 1. United States ................. ..................... .._-..............6.432.820 ............ _............._...6,543,265
..............
6
286
473
Governments
2. Canada. .......................... _...................
.
.. ,
......
,
all obligations guaranteed
(Including
b
overnment
)
3. Other Countries
.._...-.
."..._---...._......- ......... . ..._-
y g
s 4. Totals 6,432,820 6,600,672 6,543,265 6,286,473
U.S. States, Territories and
Possessions
(Direct and guaranteed) 5
Totals
. 0 0 0 0
U.S. Political Subdivisions of States,
Territories and Possessions (Direct
and guaranteed)
6. Totals 1,281,270 1,303,337 1,315,194 1,225,000
U.S. Special revenue and special
assessment obligations and all non-
guaranteed obligations of agencies
and auttwities of governments and
their political subdivisions 7. Totals 17,027,916 17,774,005 17 024,964 16,893,728
Industrial and Miscellaneous
Credit B. United States .................. .................... .-----_---.....---9,167.917 .................... 9,663,M ................... 10,88516M 11.278,642
,
Tenant t Loans and H
ybrid Securities 9. Canada .._...--.........--
..
..............._........
.._..........._....-.-...._.----
(unalGliated) 10. Other Countries
i 11. Totals 9,167,911 9,663,888 10,885,680 11,278,642
Parent, Subs
diaries and Affiliates 12. Totals 0 0 0 0
13. Total Bonds 33 909,923 35,341 901 35,769.102 35,6S3,843
PREFERRED STOCKS 14. United States .............. .........
..........---
-...---......._----..............
industrial and Miscellaneous 15. Canada ........ ......... _.----..--
(-affiliated) ....._.._._
16. Other Countries
17. Totals 0 0 0
Parent, Subsidiaries and Affiliates 18. Totals
19. Total Preferred Stocks 0 0 0
COMMON STOCKS 20. United States.... ........ ......... _........ .... ..................... 4.529,572 ..................... 4,529.572 ................. 3,971,872
Industrial and Miscellaneous 21. Canada._.............. _
....
(unaffiliated) ...... .... .......
.
22. Other Countries .............
...._......--'---.
.....--'---...._.----....._....
'..•._°'.......
..-.'-...`-'..
23. Totals 4,529,572 4.529 572 3,971,M
Parent Subsidiaries and Affiliates 24. Totals 4,450,735 4,450,735 6,366,518
25. Total Common Stocks 8,980,307 8,980,307 10 336 390
26. Total Stocks 8,990,307 8,980,307 10,338,390
27. Total Bonds and Stocks 42,890,230 44,322 208 46,107,492
S104
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1 A - SF(_TIAN 1
1;7ua8 and
t Maturit Distribution
2 of All Bonds Owne
3 d December 31, at Book/Adiusted Car in Values b Ma ' or T s of Issues and NAIC Desi nat ions
De3lanation
at or Less
Over 1 Year
15 Years
Over 5 Years
Through 10 Years 4
over 10 Years
Th ............ . g h
r 5
O 6 7
Col. 6 as a Y of 8
Total from Col. 6 9
% From Col. 7 10
Total Publicly 11
Total Privatel
1. U.S. Governments 20 Years
ver t V.- I i.. - I
Prior Year
for Y r
Traded y
Placed (al
1.1 Class t ....... _.._.......... .................. ......»......
1.2 Gass 2........ _ .................. ......................650,607 ........... _. _.. 5.782.213
. 8432.820 17.6 ..................8.468.352 .... 16.0 ... 8.432,820 ....
...............
1.3 Gass 3 _ ....................... ..__............... ......._'
.'...................
... .......................... ..............
1.4 Class 4.........._.._.....»..._..»..__._.._.»...._ ...
....................... ..............._..__._......... ........... .... .._............... ............... ....
............... ................................. ..............................0.0 .......................... 0 ................... ........._0.0
................................... ..........................
0
. ............................ .................... ........... .......
.................
0.0
.................................0
..............................0.0
. ................
1.7 Totals 650 807 5 ,782 213 0 0
2 AN Other Governments 0 6,432,820 17.6 6,468,352 16.0 6,432,820 0
2.1 Class 1 _......?._.__
_...... _».__
_._...... _.._._. »..»........_._. _._..._.. __._._.. ._ _._._...._.__._.._. 0 ............................0.0 .................................0 ..............................0.0 .................
..................
...................
0
2.3 Class
3......__._.._......._...»__.._..._._......._.
...................».... . .............................. 0.0 ................................. .............................. 0.0 ................................... .............
...
................
.
.4 Claw
4.._-_.-. . »._..._............... ...... ». ._.............. _.._..._..__ ».
.....................
....................
................................ .
.........
....
.........................
0
2
.5 Class 5...».._»»_......._ _.-....-._..._..- - - ................................. ...
.................
0
------- ------- - ................
2.7 Totals 0 0 0
3. U.S. States, Tenitodes aM Possessi" etc., 0 0 0 0.0 0 0.0 0
Guaranteed
3.1 Class 1 ...... .... ..._._»» ...........
... _...........
3.2
Gass 2 _._..._...»._--- _...__.......»._.._»....._.
-...........................
......... ............. _--'-'--"-'
.............................. 0.0
.............
....._
..............._...............
.........................
Gass 3
3.3
........... ............ .................... ...... ............... ..---....................... _........................... ........... ................... ......0.0 ... ........
3.4
Clan 4 _.__......_».
...._...._..._....--._-_..-. .......
.._.. ....... ............... .................. ..-.................. ........ ............................_0.0 ..............................._0 .............. .............._0.0 ...............
.................... ...........
.
.5 Gass 5
3 ..... _..----'.... _...............
....................
.............................. 0.0
................................... .
.. .................
.
......................
3.6 Class ............. .... _.».._........ ...........
0
3.7 Totals
a
o
0 0 0.0 0 0.0 0
4. U.S. Political Subdivisions of States, Tenltories and 0 0 0 0.0 0 0.0 0 0
Possessions , Guaranteed
4.1 Clan 1 _»........_.__»........_........_.......» ........
4. Clan 2.......... _.»._.......................
. .................. ......... _._.. .......... -.1.002,204 ...---................279,066 .......... ...... _........... 1,261,270 3.5 ...................1,613,401
.............................4.0
...................1,281,270
...............
0
4.3 Gast 3............ _» .................. ..........---............. ................................... ..................
.................
.
.
4.4 Class 4 _........... _ ............. _..................... ....
_.._.............................
o
.................. ........... o.o
................................ o
..............................
.o
.................................. .
.
............
0
4.5 Class 5 ............._»._.._•----•'-................_.
......................... .................................
.............................. 0.0
.................................0
.............. 0.0
...................................
0
..........
.6 Class 6._.._....._»_..._..-._»..._.._..»_....._
._................................
0.0
.......................... ...0
..............................0.0
.. ...............-............. .............- .
........
.... .......
.
.
0
4.7 Totals
5
U
S
ecial Rev
S
& S
0
1.002.204
0
79,068
0 0
1281
270 0.0
3
5 0
1
613
401 0.0 .
...................
0
.
.
,
enue
p
pecial Assessment , . ,
, 4.0 1,261,270 0
OblWorm, efa, Non-Guaranteed
5.1Class t-?._.-._..._.._.__._._---- .-_.
5.2 Class 2 ......... ..
.. .._ .._....819.868 8,117,376 ........... ....... .583,174 461,620 ....... ..._........... 45.878 ._......... ...17,027,916 46.5 .................18,667,977 46
3 17
027
916
.
.-_.__._..........._...__.
5.3 Class 3._._.._ .............-----------_.,....... .
..._.._.»...._._.._._..».
............. _...... .----- ............................
. .................
.
. .................................0
..............
5.4
Gass 4 ... -. _ _.». _ .....................
.
.................................. . ...
.......... ...
5.5 Class
5 ____........_..»_.........__?_.....»..
.............................. 0.0
.................................
.
.................................. . ................
...
5.8 Class 8.».._............»...._._._.__».»...__..._ .......... _._............. .... . .»._.. -._».....»......0 ....... .................._0.0 .................................0
. ............................. 0-0
.
.................................. .
.........
0
5.7 Totals
819 868
8 117 376
6583 174
1461 620
45 878 0
17 027 916 0.0
46
5 0
18
667 9T7 0.0 ................
_
0
.
,
46.3
17 027 916 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1A - SECTION 1 (Continued)
--?,•, o„? ,.
1 ,-.? . v„u uuuun
2 ar nn wnas VWfle
3 a December 31 at
4 Book/Adjusted Car in Values b Ma• or T s of Issues and NAIC Si Denati ons
Coal Rati the NAIC Designation
1 Year or Less
Over 1 Vear
Th h 5 Years
over 5 Years
Thr h 10 Years
10 Years
? h 20 Y
F 5 6 7
Col. 6 as a % of 6
Total from Col. 6 9
% From Col. 7 10
Total Publicly 11
Total Privately
6. Industrial 6 Miscellneous (Unaffiliated) ears Over 20 Years Total Current Year Une 10.7 Prior Year Prior Year Traded Placed a
6
.1Classl_ ....................._...._...._._.._.............
.............4,185,481
......
276
651
B
6.2
Clan
2
.
_
..
_
.
_
_
.....
.
?
.
..
.
.._.
.....................
00,
955
...........--1, ........._.
,
, ..............-•----' .........
.."'...._.......... ............................... ..
. .......... 10,462.132 ................. ........._28.6 .................12.164,883 ........................ 30.2 .................10,462.132
.
.
.
.
.
.
.
.
.
.
.
..
0
.
.
.
.
.
.
.
.
.
.
-
6.3 Iri
3
.
.
_.
_
._
..
_
.....
.
.
_.
..
_
.._.
.. ..
.....
. ......................... ._._. ....................... .__._ ......................... ..... .... ................................. .......1,000,955 .............................2.7 ..............
.....1,005,068 .............................2.5 ................... 1,000,955 .
..
.
.
.
.
.
.
.
.
.
.
..
.
.
.
.
.
.
.
.
.
0
6.4
ass 4 .....................
..............- .
...._ .......... _
_ . ..................... ....?.. . ....... ........ ._._................ .................................0 0.0 0
.......................
.. ....0.0 .......
.
....................
............. ......... .._. ......... ..... .....---- _-------------- ..... ........... ....... ............ .. .............................. 0.0
............................. 0.0
.......................... .............
....................
.
6.6 Class 8._._..._.....___..._........__._.
.
. .
...........
0
.
_
_._.
5.7 TOM
5 186 438
6
276
651
0
387,063
387,083
1.1
424,145
1.1
387,083 ................................
0
7. Credit Tenant Loans ,
, 0 387 083 11 850 170 32A 13 594,096 33.7 11,650 17D 0
7.1 Class t ......_....._...._--_?,_......
v_..._....-
7.2 Clan 2 __.._.__._._._._.....__ Y .. _........ __.._._....._.........,
.._....... .__. _.
................_.....
._......_........................
.._................ ......... _.0
..............................0.0
0
.
..... ..... . ..........
.0.0
...................................
.............................
0
.3 Class 3._._..__._..._................. _.._...____
_._._..__-__._
..°.'_.......
-
.......... ._.
__..?...
_...._.... - -.._._
.._......._.._....._ .........
.
................................ _
........' - ..............
........ 0
._.._.....................0.0
0
............................0.0
.................................. ....
0
......................
.......
.
7
.4 Class 4
_._._..__............_._..
...._.....___._'__
.
-°------_ ...
.......
.......... ...- •----. _.--
_._......_......_.
..... _.....__. _.
...
...
0
......... _.... _ ........... _ _
..............................0.0
.....---........................ 0
.......... ................... 0.0
............. .
..
p
7.5 Class 5 ....._.......?_..._
_. ..._........ _......-'---._. _ ............. _..._.._....... ..
_....... ........ _ ..........
................... _.._..._.._.
................_..........._.0
_............................ 0.0
.................................0
..............................0.0
0
.8 Class 6 ... .............
..
_.... - - _._.
._ _._..._._._...........
_ - ' _ - ...._...
_ .............. _. ..
.._.._......................... 0
............................. A 0
.......0
_0.0
' .................
0
7.7 Totals
0
0 0 0.0 0 0.0 .............
p
8. Hybrid securities 0 0 0 0 0.0 0 0.0 0 0
8.1 Class 1 __.__.____.._._____.._
_._..... ___._?...__....._...._ ._...__............
...................................
...
8.3 Clan 3....................... _............ _...... ._... _.... ... ........._. ._. 0
8.4 Class 4 .............. _......_._. ..............._--- ...... .........................- .............................. ................................... ..............
....
0
8.5 lase 5 _._..-___•__.._.._ ...........................
............ ......................... 0.0 ................................... .
............-
8.8 sae e ................. .... _.._._.......__..... _...... .. ..........__..._
_._..._ .......... ...... _......
............ .._._.............. .
................ .._..............
...... .............................
.................................
0.0
0
............... 0.0 0
8.7 Totals
0
0 0 0.0 0 0.0 p
9. Parent, SubOdlarles and Af ltatea 0 0 0 0 0.0 0 0.0 0 0
9.1 Class 1 .............. __._..... .............
9.2 Class 2 ............................... ......... ......... ...... ................
.
9.3 lass 3...................................... _......_...._... ............
_._
.............. .............. _................... . ..__ ..................... ................................... .................................0 .......................... 0.0 ................
.............. 0 0.0 0
.........._.......
.._...............................
...................................
.................................0
..............................0.0
............... 0
.............
11
..................... .
...................................
.......................
0
9.5 Class 5 __.._........._.._......._.----...
_ ......
.. _.........._ .................... ................................ _. ............... .._........ ....... ........ ............... ............ ................................. 0 ................
..............0.0 ................................. 0 .............. _0.0 ..........
p
.8 Class 8........._.. .... ............... _.._.__.
"" .
............ ................................... ............. _ . _ ........ ....... ................................... _0 ..................... 0.0 .................................0 ..
.-........
...
0.0
........... ..
..
..
......
...............
.........
..
................ . 0
9.7 Totals 0 0 0 0 0.0 0 0.0 2
0
0
0
0.0
0
0.0
p
0
0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1A - SECTION 1 (Continued)
1 urn ursmounun
2 or All tsonas Vvyne
3 d December 31 at
4 Book/Ad usted Car
5 in Values b Ma or T s Of Issues and NAIC Desi nat ions
Dual Rati r the NAIC Desi nation
i Year or Less
Over t Year
Th 5 Years
Over 5 Years
Th 70 Years
Over 10 Years
Throu h 20 Y 6 7
Col. 6 as a % of 9
Total from Col. 6 9
% From Col. 7 10
Total Publicly it
Total Privately
10. Total Bonds Currant Year ears Over 20 Years Total Current Year Line 10.7 Prior Year Pdor Year Traded Placed a
10.1 Class t._. _ _._......_....._..-- ............
t 2 2...._-•-.-._--•---._...... (d) .-----._..5,655,956
(d)
000
1
955 ._ .............21,178.444
0 ........._.8,583,174 _..... 1,740,686 .......................45.878 .................35,204,138 ............................96.2 ...... .....)=.............. ..............XXX 35
204
138 0
._._.._.__._...._
10.3 Chas 3.-.._......_._..... _...._..... - •-••- .........._
.
,
(d) ......_._...._........0 ........_.........._...........
............._..._......
0 _--..._.........__..._0
0 __ ............................0
0 _..............................0 ...................1,000.955 ..............................2.7 .... ......)ocX.............. ..............
..............XXX.............. .................
,
.
..................1.000,955 .................................
.................................0
10.4Class4----- ._.._.... _.._._......
10
5 Cl
(d) ......._ .............._.0 .---
._..._.._............_.......0 ...__..-...._.._--....
..._.._...........___....._0 _._._............._.........
............_..._.............0 ........._......................0
....
..
0 ._........._..--.--.........._0
0 ..............................0.0
0
0 ..............XXX.............. ..............XXX.............. ............................._0 .................................0
.
ass 5._...._ _._ _._..._....
10
8 Cara 6
_........_.......
_........ .._0
...............................0 .
..............._._.
.
0
.........................----.. ...............................
(c) ..........._.............0 ..............................
.
0
0 ..............XXX..............
XXX ..............XXX..............
XX ................................0 0
.
_...._..._.._
`
to.7Ttllals__...----.._...___._._.__......._.-.....
0
..._..........._8,656.911
0
21,178.444
_ -- -
0
_... _.........
8.583,174
0
..1.740
686
__ -
387 083
432
961
c 387 083
(b)
36
592
176 .............................
.
1.1
100
0 ..............
..............
)OX ..............
X..............
)00( .
................................ 0
387,083 ..............................._0
0
10.8 Line t0,7 n a %ot Col, 6
18,2
57.9
18
0 ,
4
8 ...
,
_._.
1
2 ,
....__..
. .......
.
?-???????-.?X
O ..............XXX.............. ..............XXX...... ..... .................36,592.176 ................................0
11. Total Bonds Prior Year . . . 100.0 )
C XXX
XXX
100.0
0.0
11.2Classl-._....?_..._............_-___....- ...
112 Class 2..._..__......_ ................._1,372.151
504
882 ...20,548,150
---- - ._.......___11.682,044 .___.___.._2,258.098 56,170
_...._ -........ X)(X............_
........--°- ..............XXX.............. ................38,914,613 ................
96.5 38
914
613 0
.._.._._..__-._...._..
11.3 Clan 3......,...-..._._..._..__._.-._._._. __.._.....__.
,
0 500.188
-....__..-._
0 _.......__..._._..__..0 ....._---_...._............0
....._.
•--..--- .......__.0
......_._...
XXX_ ............ ._...........XXX_........_.. ..................1,005,068 ............
.............................2.5 .................
.
,
....... .....
1
005
..
068 ..............................._
0
.
11.4 Clan 4 _.._.._--- - .........
__....._.
0 ..__..._..-............_._. _. _..._ _0 _.._..-.........-----...._0 _....._ .................._....0 .._.._.._..)oC( ........... ............J00(.............. ..............................._0 ...
............
.....
0.0 .
.
,
.
0 .................................
0
-- -- -. _..._.
11.5 ClassS_..._....._._..._...._ _ _ _.._. .._._.- -- ._.....
..._..
0 0
- - - -.......... _
0
-.- . _ . _..- .0
0
_..........._.........__0 ....._.0
.. -- ........ - ...__...JOOC_...._ .... ..............XXX.............. ............._..................0 .
.........
..............................0.0 .................................
.................................0 .. ............................
0
11.6 Class 6._..._...__._--- . -._........-
0 - ............ _.. .. - _----- - ...__...._...._.......0 ._.._...._.._._........_...0 ..............XXX._........_. ......._.....)OX_............
..........................
(c) 0 .....................
.
0.0 0 .........................
0
-._.._.__ ..............
1.
tale___. _ .....r....__ _..._
....._...__._4,877,033 0
......-_......21,046,336 0
.__._.._._11,602,044 0
2
258
098 424115
480
315 )00( XXX c 424145 .
.......
1.1 .................................
424145 ..............................._
0
I
8 n
11.8 LMe 11.7 as a % of CoL 8
12.1
52.2
29
0 __.......
,
,
5
6 ......._ .............
,
..............XXX.._.--_-_ X10(........---._
--- (b) ..........40,343,826 .._......................100.0
.................
40.343,826 0
12 Total PubAey Traded Bonds . , 1.2 XXX XXX 100.0 XXX 100.0 0.0
121 Class t._ .............___...._. ..._.._.._........
122 Class 2._ ..__....._._8, 5,956
1
00 21,178,444 8,583,174 1,740,686 45,878 .................X,204.136 96.2
.................._ .................38
914
613 96
5 35
204
138
.............._...__....._..........._._...__.
12.3 Clew 3 _......._..---.._ .....................................
...................
0.955
,
.......
_......._......_.__ .........
...................................
........................._........
..................................-
---------......... , .955
.......................
....2.7 ,
,
...................1,005.068 ............................
.
.............................2.5 .................
,
,
............-----.1.000,955 ..............XXX
..............
..
...........)00C
124 Class 4.._......_._......._.._....-.
...................... .....0.0
...................... ......_0 .
..............
.............
125 Class 5._........._.._..__.
.............................0.0
..... ........................ 0
......
....................._0.0
.................................0 .xxx..............
..............)tXX
............._.... . ..... ......
t2JTotels...........__.._............_.........._ ..............
12
8 Dne 12
7 as e %
f Cbl
6
..................8,656.911
_........_..
21.178,444
..................8,583.114
..........._....1.740,686
387 083
......................432.961
387 083
36.592.176
.................
1.1
..
100
0
424,145
40
343
826
1.1
100
0 8
367 083
XXX
.
.
o
.
..........................
12.9 Dne 127 n a % of Dne 70.7, Cd. 8,
...................
18.2 .
...........................57.9
.................. - 18.0
............................_4.8
..............._.............1.2
..........................100.0 ........................
.
XXX..............
??????? ......_........
.
.
..............XXX.............. ..........................
.
..............XXX.............. ......____.96,592.176
.......................... tOD.O
.............XXX..............
XX)C
Section 10
13. Total Privately Placed Bonds
18.2
57.9
18.0
4.8
1.2
100.0
XXX
XXX
XXX
100.0 ..............
XXX
13.1 Clew 1 _ ............._._._..._...........................
132 Class 2 ..._.............._...........0 0
..............---._._._......
...._...-.......................0
.................................0
............._..................0
............................_O.D
0
0
0
.-----.......--- ................._...............
13.3 Clans 3 _._._.......__.
_._..._._ _ .
.--- ---._......_...._...._0
....__...-._.._....__0
._............__............0
-._.._.__............_.
..0
_.._._...._........_.......
......._..........
0
0
g
_-._.
. -
..................
............................. .................................
................................. ..............................
.
0.0
.............................. ............XXX. ..........
..............XxX.............. .................................0
.................................0
13.4 Cleo 4 _........_........
_._._._......._..-----...
........._.._.__._._.......0
........0 .._..
........
g
......_.._.._...... ...._ ........................_
..............................
0.0
.................................
0
..............................0.0
0
0
..............XXX..............
.................................0
---........._----...-...........__..._........
13.8 Clara 6..........._._._._._....._.....__.
---
_........_........_...._.....0
p
........._.... --- .0
g
....._...... ---......0
....._......._._ ..............0
........... .................0
.................................0 _.....
.......................--.... .
0 0 .... .......
.................................0 .... .......
.
............................_0.0 ..........-.XXX ..............
..............XXX .................................0
0
13.7 Totals._._....__............__.........._ ............
..._............._._._._...0
0 0
......_.0 0 0 0
0 0.0 0 0.0 ..............
XXX ..............................._
0
13.8 Dne 13.7 as a % of Col. 6 _..._--• --
_....._......_..__...0.0
..................._.._.....0.0
...
0.0 -
0.0 .
0
0 .................._...---...._
0
0 ..............................0.0
)00 ................................... ....................---.......0.0 . .............XXX............... ................................0
13.9 Llta 13.7 n a %of Dne 70.7, Cot. 6, _...._....--...............
. ....._.......................
. ._._.
C...... ..-. .._..........XXX......._..... ..............XXX........... . .............XXX............... .................-...........0.0
(a) Includes S Section 10
-._.........__.___........ frsey tradable 0.0
under SEC Rule 144 0.0
or qualified for resale u D.0
nder SEC Rule 144A- 0.0 0.0 D.0 XXX XXX XXX
Xw(
_0.0
wr wti e a current year, $ ......_..........._............__. prior year of bonds with Z designations and S current year S ........... prior year of bonds with Z' designations.
"signed by the Securities Valuation Office (SVO) at tie data of the statement. 'Z" means doe SVO could not evaluate the obligation because valuation procedures for the security class
are under regulatory review.
(c) Includes $ ._....__ ............._..___ current year, S ........._..............._._...... prior year of bonds with 5' designations and $ , current year $ ... ...... prior year of
bonds with 6' designations.
in reliance on tfe Insurer's certification that the Issuer is current In a8 principal and Interest payments. •6" means the NAIC designation was assigned by the SVO due to Inadequate
certification of principal and interest payments.
(d) Intl des the fo8owing amount of non-rated short-term and cash equivalent bonds by NAIC designation: NAIC 1 $ ...---..-_....._........... ; NAIC 2 $ ..............................
: NAIC 3 $.............................. ; NAIC 4 S..............°-............ ; NAIC 5
The letter'Z' means the NAIC designation was not
-5" means the NAIC designation was assigned by the
NAIC6 $__..._.....
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1 A - SECTION 2
visuruuuvn o
1 r MR oorlas VYYD
2 BD ueoember 31,
3 at Book/ usted
4 Car in Values
6 Major Type an d Sub pe of Iss ues
DI n Trms
1 Year or Lap
Over 1 Year
h S Y
Owr 6 Yeah
10 Yetn
Ovsr 10 Years
h 20 Y 5 7
a Y. of
ColX" 6
Total hoot Col, 6 Prior
I 9
Y, From Col. 7 10
Total Pudidy 11
Total Pdvatey
I. U.S. Oowrrtnrnle 'y
ears Over 20 Years Total Current Year .7
. Year Prior Year Traded Placad
1.1 Marv CtM
1.2 811106 Clap Mortpape43acked /Aaeat Bedroll Bedrtllae _....... _.......
..:_...._..___. .5.782.213 ................. 6.432.820 .........................17.6 ............ 468.352 .........................16.0 ................B.432.11W .....................
?
1.7 Tot*
650,107
6 782 213
0
0
0 0 0.0 0 0.0 p
2. AN Other Coverm ertla 6,432,820 17.6 6,468,352 16.0 6,432,820 0
2.1 Harr CEllpatlona_......._._....._...._......_ .
........................._._.
2-2 81-00 Clean "............_
MmA9We-BadtW /Asset BarAed SeaMtl es ..... _.. _. .........
_....' ...
..._...__-•--.._..._
............
._.._....._._._..._....
......_.__.._.......__..
._ ...................-'-....
.------ _------ ..... ........
...................... .......D
..... ........ ............ A.O
............................. D
........................... 0.0
....... .---........... .........
......?
.......................
MULT'4CLA3$
RESIDENTIAL MOIiTOAOE-SACKED SECURITIES: ...._._.._._._ ._......._....._.
........... ............................... ............................... ........._.................... .............................0 ........................... 0.0 .............
........... . ...?
. ..........................9.O ............................... .............................D
2.3 De
Bnatl____._._._. ..... _ ....._.......
.._........__._..._._..........___.
.4
_
Other
._..._
..._
.._....._._?_._...._._._.._.. _._._ .....................
. .. _...._......._..._.. _........................._ ......D _........................A.0 ........... ......D
............
.................
... ......A.O ... ............... ......0
M COMME
RCIAL MORTOATGAOE-SA-SA
MULTFCLASS COMMERCIAL
CKED/A
SSET-BACKED _.._.._ ................
...
"_...._._._......?_
..__....__........._...
._. ___. .. _ . -........................._.0 .............. P.0 .............................D .......................... .
AO
SECURMES: ................
2A Ddlnad __........_..___..__....
........ _.... .__ . .._....._..._..."-•- .............................0 A.0 ........................---..D ..........................All ...............................
.........."' ..............
D
27 Total 0 0 0 ..
3. U.S. States, Tenltorlae and Possaeebna, Owranteed 0 0 0 0.0 0 0.0 0 0
3.1 Metier Obi4dom_.._.__..__..._:_.......__..__._........
....__ ............._.......
919MgM CJaas Morlps0e•Baoeed/NMtlarAetl 9emaltlae _.._..._._...._...._... ........... ...... _..........
_......__.... .._.......... ........... .... _........ __.......... ...... ..... ................. .._................... -..... ...................... _..... 0 ..........................to .........
. ................... ? ..........................A.O ............................... .............................D
MULTI-CLASS RESIDENTIAL MORTGAOE-BACKEO SECURITIES: ...... ........ ......_.......... ........... ...... ..... _........ ...... _. ............. .......... .........................
_.... ..._........................ D .................... ......D.O
.............................
0
............ JD.0
...............................
.............................D
3.3
r
......_..___..__....---__........._._._
Othe
.
._._._._.._..._.._._._._._..._
-4 ___._._....__v-...__•
._..._._._..__.._._.__.....---_ ..
.................. ............ .. .................. _.._...... ............. ................D ........................... 0.0 ............................. D ................ D.0 ................
...... .........
.............................
0
TGA 4&A
COMMERCIAL MORTDAOE-9ACKED/ASSET-BACKED ..._._._. .. .............._............... .............................0 ..........................A.0 .............................0 .
...............................
SECURITIES:
3.5 DeMrd _.,._..._.___.._...__......._._.Y. _.
_._......"' .............................._
3.6 Other .... . ....... ......
___......._..........._......_.'._ ..................................._........ ..........._.................. .................._.....'.... _......._......__...._.". ........................_..
..........
_.............. ?
................ ............0.0
D
0.0
3.7 Totals
0
0
0
0
0
0.0
0
0.0 0
4. U.S. Political SuMvMimr or Stelae, Terh
rodee and Poppalona, Ouaramead 0 0 0.0 0 0.0 0 0
4.1 laaaw Obligations _._....._._.__.....-...... ....... ............. ........... ................. ....
4 /Apst Backed Seoudtlp . _ _. .......................... ............... ................
. _ .... .......... --l.002.204 ............................ .
.... ............. 279,066
............. ............... ..
..... 1,281,270
.. .......................3.5
................1.613.401
........................... 4.0
.................1.281.270
...................
..........?
M
IA.T}CLA33 RES1DENrt41 MORTOApE-SACKED SECURITIES: ......... ............................... ............................... ............... ......... ..... ? ...........................
0.0 ...........
..................D
..........................A.O
.. ........... .................
.
........ .....................D
4.3 De6rrd _.....___...............
.._._..__._..._...
._._.._...............
4.4 Other ....._..
SECURITIES: COMMERCIAL MORTGAGE-SACKED/A33ET-SACKED
SECURITIES: ............D
................'
.................... A.0
......
............................. D A.O
..........................
..............................
4,6 DeBnsd...._...._._._.._ ...............____...._......_.
._..._...___.._.
......._ ........
4.6 Other
_,_....__.._W?_._._._.
....._............_...._....
...._............"-'.___
........._.........._........
.........."""..._.........
............_...._...........
.............................D
All
................. ............ D
A.0
..........................
..............................
?
........................
..
4.7 7tdtls
S. 6. U.S. Special Rawnw a Spedal Aaeaprrrm OoBOatloca ex.,
hlw ?Guarardead 0 1,002,204 0 279,066 0 0
1.281.M 0.0
3.5 0
1613 401 0.0
4.0 1281270 ..
0
6
5-9 811 .1 bwer ObllWtlon_.„_.•,-._..__..,,,_,.„..._..._...... _.._.__....._......._.
Gan Mott kad/Aapt
46
...._.._......_.819,868
._._......... .].932.812
............ _..8.496,433
....... ..... ....1.342.948
.............. .............. ...
............... 16.592.059
......................... 45.3
............... 17.804,511
......................... 44.7
........
.
?
E-W URIT........ ..... ....... _.._ ....
MULTFCLASS RESIDENTIAL ENTVLL, MORTGAGE-BACKED ED SECURITIES: ............. .......
.._
...
._
. ..
..__1&.564
............. ...__x.740
.................... 118,675
.. _ ............ .. ..'.45.878
........ _..........435.857
...........................1.2
................... 863.466
..........................2.1 .
.................... 435,857 .............................
.............................D
6 .3
DeBned_v ..............__._...._..__'_-.._._.
._...__._..._....._.._._......_._..
............ ....._._._......
..
....
...
...
.............._. . _ _ .....................
...._.._.
............................ ...
.......................D
0.0
............................0
.........................A.O
MULTI-CLASS COMMERCIAL MORTGAGE-BACKED/ASSET-BACKED .._.......... ................_..__.._.. ................_........"'.. ............................... ......_._.................... ...........D
...'..."'......'. .' ........................to ............................. D ........................... 0.0 ..............................
SECURITIES: .
.
S.S OMned_........................ __........... _......... _._ ..
.
....._.._...................
.....
46 Other ........._.__.
....."- ..............
._._........ .._............
..........
-------- _-------- ------------
.............................
.............................D
................._
....... D..0
............... ............. D
......................... A.0
........................_..... -
--.........................0
5.7 TOrM 819 868 8 111 378 8583 173 1461,627 45 878 17 027 916 46
5 18
667
971
. ,
, 46.3 17 027,916 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1 A - SECTION 2 (Continued)
V-1 W OVO O r Mn ao 2 s L ne 0 December 31
3 at Book/Adjusted Ca in Values Ma or T an d Sub a of Iss ues
Distribution T
1 Year or Less
Over 1 Year
Th h S Years
Over 5 Years
Th h t o Years 4
Over 10 Years
Through 20 Years 5
Ov
r 20 Y 6
T
l 7
Col. 6 as a % of 8
Total from Col. 6 9
% From Col. 7 10
Total Publicly 11
Total Privately
6. Industrial and Miscellaneous e
ears ota
Current Year Dne 10.7 Prior Year Prior Year Traded Placed
8.1bwwObligations __.._ -_._........ ..................
6.2 Sin* Of-
M
d /Asset Biked Sewdijis, ..............5.186,436 __....._B,278,651
__._._ ...................
............................... -387,01
................ .............11,850.170 ...._...........-......32.4 .............13„5994.096 ........................33.7 .............11.850,170 ...................-.........0
IAL
.. SECURI.......
MULTI-CLASS
RESIDENTIAL MORTGAGE-BACKED ED SECURITIES: ._ --...........................0 """"" `..............0.0 .............................o ..........................0.0 .............................
Defined _.._..._.._».__._..____..._
_._..._ .............._...........-..........
6.4 Other-_
_ _......_._..._»..-
.
--
..........................
.......................
...................
...0.0
.............................0
...........................O
.............................
- ..........................0
.
.- ..................
_._._
MULTW"SS COMMERCIAL L MORTGAGE-BACKED/ASSET• _ ..............._
----------- ._..................._.. ................ _.......... _._.....__ .._...... 0 .
............... ........._0.0 .............................0 ................ ....... 00.0 .......................0
BACKED SECURITIES:
6.5 Defined _ ............._......_.
_.._._..
.__
._._.._..__........__...........__._... ...._..__..........._... .......0 .......................... 0.0 .... ..................... ..........................0.0 ............................. ...
.......................... 0
6.7 Totals
n
7. Credit Tenant Loans
5,186,436
6,276,651
0
0
387,083 0
11,850,170 0.0
32.4 0
13 594 096 0.0
33.7
11 850,170 0
0
7.1 lower Oblipatlons _..._...._....__..__.._._ ..........
..
.
.»..._.._._........__._.._.
.
2 Single Gass Mort0a0e-Badc9d Securitles...........
.... _...
_ .............................
.... _...................
....... ........... .........
.0
0.0
0
..........................0.0
...............0
.
.... __..................
7.7 Totals
0
0 0 0.0 0 0.0
8. Hybrid Securi8es 0 0 0 0 0.0 0 0.0 0 0
8.1 1eaw Obligations ._....__._..._........
__.-....... _................ ..................
..
8-2 Single Class Mortgage-Backed /Aasel Backed Sscud
tiea
. .
................
.............._...............
...............................
....... ---- - 0
0.0
............. 0
................. 0.0
0
... ...............
MULTI-CLASS RESIDENTIAL MORTGAGE-BACKED SECURITIES: ............................... ................ ............................... ....................... _...... ...........................
_0 ......................... 0.0 ............................ 0 .... ...................._ 0.0
..............................
............................. 0
.................._..__._.....__..
8.3 Defined
Other .
.
• _........_._. _ _... .............R._.._.._........._._.._. ............................0 .......................... 0.0 .................... 0 .......... ................ 0.0 ................
...............
0
........._._.......... .
MULTI-CLASS COMMERCIAL MORTGAGE-BACKED/ASSET- ................... ........... ........ .... - _0 ............... 0.0 ...........
..................
................ 0.0
..........................
..................
BACKED SECURITIES:
8.5 Defined ........ .... .......... _.....
...... _........................ _.._....... 0
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8.7 Totals
0
0
9. Parent, Subsidiaries and Affiliates 0 0 0 0 0.0 0 0.0 0 0
9.1 Inuer Obligations
..... _................. _.
9.2 ? Gass Mortgeps•Bedced /Asset Backed Se
iti 0 .........................D.O 0
............... 0.0
0
cur
es .... _.......... .
MULTI-CLASS RESIDENTIAL MORTGAGE-BACKED SECURITIES: ...._._._........-- .............................0 ..........................0.0 ................ 0 .
... ......................0.0 ..........................
.......... --.--..------. ..........................
..................... 0
13 Defined _.......... ._..... ....__.._......
_._- ............._........---..............._.
9.4
0ther_....__..._
_._......_..._....-._ ................ _
..............'-'.-._'
...._....-......__...___ .............................0 .......................... .0 ..................... 0 .......................... 0.0 ...............................
._..............._..
LASS COMMERCIAL MORTGAGE-BACKED/ASSET. . 0 .......................... 0.0 ..........................._0 ..........................0.0 ...............................
BACKED SECURITIES:
9.5 DeBned _._..... ..................
_......_....._..
__
9.6 ottw ............._......._........_.........
..................»_.........------
............................_.
........_..._.__ ..........
............. _............. ...
....... .................
........ ............. ......_0
.--- ...................... 0.0
0
0.0
.........................
.._0
_.......... ...................
0.7 Totals
0
0 0 0.0 0 0.0 0
0 0 0 0 0.0 0 0.0 0 0
C
0
E
0
U
d
U
C
lV
7
V7
C
f1Y
7
7
C
ld
a
cu
m
N
L
f-
W
LL
O
0
0
N
Q
W
}
W
H
O
LL
N
z
W
W
Q
J
a
z
z
silo
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE DA - VERIFICATION BETWEEN YEARS
anon- term investm ents
1 2 3 4 5
Total
Bonds
Mortgage Loans Other Short-term
Investment Assets a Investments in Parent,
Subsidiaries and Affiliates
1. SooWa4uated carrying value. December 31 of Prior year.............. ....2.333,027 ........................................... 0 ................................... 0 .2.333, 027 ..................
.......... ............... 0
2. Cost of short-term investments acquired_ ................ .......... ........ ........... ................ 11,556,836 .......... ................. 17,556,836
3. Accrual of discount _.-._....
.
.
.... _............ ._......... _ .................................... _........ -.............................
4. Unrealized valuation Increase (decrease) ......... ...........................................0
5. Total gain Voss) on disposals _......__._.._.._....... _.............
6. Deduct consideretionreceived an disposals .... ...................... _..._. ...15,209,850 ............... ............ 15,209,650
7. Deduct amortization of premium .......... _......_--........ _.... __ .............................. .._............._......................."'......._."--................._.......................
....._. -..... ...........................................0 ..
8. Total foreign exchange change In book/adjusted carrying value ................. ....... _................... ..................... .........................................................-'------
-------- .__------................0
9. Deduct current year's other than temporary Impairment recognized .................................................. .........................0
10. Book adjusted carrying value at end of current period (tines 1+2+3+4+5.6-7+8-9) ................. ....4.680,013 .....................0 ...........................................0 ...............
............ 4,680,013 013 ..............0
It. Deduct total nonadmitted amounts----_._...- .-_.....'-' ................._.. ................................-........_0
12. Statement value at and of cumin period (Una 10 minus Una 11
a) Indicate the category Of Such assets, for example, hint ventures. trensmrtave axtlevn.nr• 4680 013 0 0 4,680,013
_ 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule DB - Part A - Verification - Options, Caps, Floors, Collars, Swaps and Forwards
NONE
Schedule DB - Part B - Verification - Futures Contracts
NONE
Schedule DB - Part C - Section 1 - Replication (Synthetic Asset) Transactions (RSATs) Open
NONE
Schedule DB-Part C-Section 2-Reconciliation of Replication (Synthetic Asset) Transactions Open
NONE
Schedule DB - Verification - Book/Adjusted Carrying Value, Fair Value and Potential Exposure of
Derivatives
NONE
Schedule E - Verification - Cash Equivalents
NONE
S112, S113, S114, S115, S116
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE A - PART 1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE A - PART 2
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule A - Part 3 - Real Estate Disposed
NONE
Schedule B - Part 1 - Mortgage Loans Owned
NONE
Schedule B - Part 2 - Mortgage Loans Acquired and Additions Made
NONE
Schedule B - Part 3 - Mortgage Loans Disposed, Transferred or Repaid
NONE
Schedule BA - Part 1 - Other Long-Term Invested Assets Owned
NONE
Schedule BA - Part 2 - Other Long-Term Invested Assets Acquired and Additions Made
NONE
Schedule BA - Part 3 - Other Long-Term Invested Assets Disposed, Transferred or Repaid
NONE
E03, E04, E05, E06, E07, E08, E09
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E10.1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1
1
2
Cod
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 1
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E12
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 3
1
2 - nVl{Vrl'1CV Vunrl l+urrent Tear
9 4 5 6 7 8 9
CUSIP
Date Paid for Accrued
Iderttl
AesNon
112121441-2 .
Descrf on
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Forei n
red
Name of Vendor Number of Shares
of Stock
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Par Value Interest and
Dividends
_...._.
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...
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per -_................................................................................._................................
Piper Jeffrey
..................................... 5w'00o
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..........
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............... ..................... . ....A52.589
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..............
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Piper Jaffrey
................................... ..
............... 537,865
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11
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.............. _............................................................ ..... _._...............................
Piper Jeffrey ._.................. .__........ _.._._........................................................... ....
.....................................
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....................... 5w.000
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...........................500.000
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Total - P
2 M 531
2,750,000
3 681
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TOE . 507115 sao OoD 2,644
8 T • Prelsrred Stocks -Part 3
4,340,094
1 286 ODD
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8989898. Totd - Preferred Stocks. Part 5
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 5
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 6 - SECTION 1
1
2 valua
3 tion or snare
4 s or auDstt>t
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ment Date
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......................1........................... .......................... I............ 1..._.....__....-.[...................I..-..._.-............I:_:... --.......
1999999 - Totals 0 t d5a fls k
. Amount of insurefs capital and surplus from the prior perioBs statutory statement reduced by any admitted EDP, ooodwill and not deserted tax assets
mauoau maram: > --------- -............_----- __.
230tal amount of intangible assets nonadmitted $ ------------ _...... _..............
SCHEDULE D - PART 6 - SECTION 2
t 2 3 4 Stock in Lower-Tier Company Owned
Total Indirectly by Insurer on
Amount of Intangible Statement Date
Assets Iraluded In 5 6
CUSIP Name of Company Listed in Section 1 Which Amount Shown in % of
Identification Name of Lower-Tier Company Cornrols Lower-Tier Company Column 7, Section 1 Number of Shares Outstanding
06A1t
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E17
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
Schedule DB - Part A - Section 1 - Options, Caps, Floors, Collars, Swaps and Forwards Open
NONE
Schedule DB - Part A - Section 2 - Options, Caps, Floors, Collars, Swaps and Forwards Terminated
NONE
Schedule DB - Part B - Section 1 - Futures Contracts Open
NONE
Schedule DB - Part B - Section 1 B - Brokers with whom cash deposits have been made
NONE
Schedule DB - Part B - Section 2 - Futures Contracts Terminated
NONE
Schedule DB - Part B - Section 2B - Brokers with whom cash deposits have been made
NONE
Schedule DB - Part D - Counterparty Exposure for Derivative Instruments Open
NONE
Schedule DL - Part 1 - Reinvested Collateral Assets Owned
NONE
Schedule DL - Part 2 - Reinvested Collateral Assets Owned
NONE
E18, E19, E20, E21, E22, E23, E24
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE E - PART 1 - CASH
1 2 3 4 5 6 7
Amount of Interest Amount of Interest
Rate of Received During Accrued December 31
Deposi Code Interest Year of Current Year Balance
'
Mideesl llweAntre ....................................... 9l. Louis. Missouri ----- ----- -.._.....-------- ....-....... .-.._._...D.160 ............................. 2,279 .._._...._........
............... . ._.. ................ .....510.370 .)00(
Cenlrel Bank .......... _ ..................................... Jefferson City, Misswri ...................... ............ . ............ D.100 .._............................. 176 ..........._.....
................... ----- ........... .........202.494 XXX
0199998 Deposits in ... depositories which do not exceed the
allowable limit in any one depository (See instructions) - open
deDositories X)OX XXX XXX
0199999. Totals -Open Bodes XXX XXX 2.455 0 712,864 XXX
0299998 Deposits In ... depositories which do not exceed the
allowable limit in any one depository (See instructions) - suspended
depositories XXX XXX XXX
0299999. Totals - Suspended Depositories XXX XXX 0 0 0 XXX
0399999. Total Cash on Deposit XXX XXX 2.455 0 712.864 XXX
0499999. Cash in CGmpanys Office
-............ ....... ............................................... -..._.._..........---------................._._--....
....._ ............._.._._.............-_...................°. -°-._......_........._..._...........................
...... .............. _.............................................. .............. _..... ............... ....... _.............
....._.................----_°..__ ............................ ................-°-°........._.._._........'-°.......
............_-__............_ .................................... .....__...----------
........................
.--..............._......_....................-__._....._._ .......................... -...... _................. ....
..................... --. ...................... _............ .... ............ _.._......._......... ----------------------
--------------------------------------------------- __.........--- -•--..... ......................... ........... _.........
..............._-----------........_............._..---.. ........... ...... ......... _----- -----------------------
................... ..... _......._................................ ------------------------- -------- ..........................
--...................................... .........._._"-_._ ....... _......................"'-_.._._._-_---._
.......... ..---------- ......._........._._................. .... ..__-................... ...............................
............................. _.........._--......_..."'.._.. ............... ............ _....... ....... ..............
--------------------- ........... ............. ..................... ....... ......... ....... ........ _.._.....................
-.- .............-----_...._._................._.--'-.. ............... ....... ........................ .......... _
.................. ............... _....................... ._...._ ....... _............ ...._........ .......... ............
------- -.... ................ _......._........._............._ ...... ....... ....... _...._.......... ............ _
............. -'_................................. _._ ........ .................. _........... ..._................. _. XXX
.............
__........
............ .
............ .
------------
............
............
-------- --
............
............
....... ......
------------
------------
............
............
............
.......... .
._......... XXX
._....._...........
.....................
.....................
........ ..-----------
......................
...... .._............
................. _...
_--------------- ....
...... .................
......................
................. ---
------- ._...........
........ .......... ..
...... ................
..... .................
......................
........ ..............
...... .?--'.......... XXX
...._-----------...._..........
......................................
......__............................
......................... ............
......................................
................. ...... .............
........... ...........................
......................................
......................................
....................... _....... _....
------------ _..... ...................
............... _................. _..
......... _..........................
....................... _._.........
._................_...._...........
............ _........................
......... _...................... ....
.......... _........ _................ XXX
.......`.__.--....._.._........
.................. _..................
........... .._......-----------------
.......................... _..........
......................................
._......--..........................
................................. ..
............ ..........................
............................ .---------
................. __....._..__......
------- ---- ............... __.... .
................... ............_.._
................... .-_......... ....
....... ...............................
........ __........ ............. .....
....... ._........... .._.......... _..
._............................. .......
.......... --.... __..... _.........
.....
......
..._
.....
.....
-----
.....
.....
-_
....
.....
_...
-...
....
.....
_..
.....
..... 1.389
........_.............._....--
................. ............ ...
_.............. .---...__..
.. .............. ............ _I-
. ------------ ......_.._.
------------ ....--_....... ...
. ............... .___.........
................. ............ ...
............................. ....
.... ------------------------ _..
................. _.............
.... ..................... ......
................. ...............
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................. ................
.................................
................... -............
............................... XXX
-------
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..........
..........
..........
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....... .
..........
..........
....... ..
..........
..........
-------
- - ------------
- - - ----- ---- -------
0599999 Total - Cash XXX XXX 2 455 0 714,253 XXX
TOTALS OF
E25
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE E - PART 2 - CASH EQUIVALENTS
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE E - PART 3 - SPECIAL DEPOSITS
Deposits For the
1 2 Benefit of AN Polic alders AN Other S ecial Deposits
3 4 5 6
Type of Book/Adlusted Book7Adjusted - _ _ -
1- Alabama ......................................... L ..._._....... ----------- __............ .................... __.................... ...... ------------------------ ---- ----------------------
------- ..----------------- ----- .... ._..........................
2. Alaska ............................................AK ......-....... ............................ ..................... .......... ............. ..... .. --------------------------
-. ................._.......... ..------------ ....._........
.....................
........
3. Arizona -------------------------------------- _..-AZ .......-.._.. .............. .------------- ....... ...... .----- .....--------- ....._......... ---- ...------ ..------------ -----
.....------------------- ......._...........__.....
4. Arkansas -----...._..... _.................... AR .__ ................__._,..........._...----........_..__.....-..-_. ._......_.........------- . ----- ----....------------- ------------
.----- ..._...
5. California..................... ............._. CA ..._........ -------------------------------------------------- .---- ------ .............. _. ---------------------- ----- --------------
------------- ........ ...... ....------- ._
6. Colorado _......------------- .................. CO ..........._. .................................................. -.--_.-.....----......- ............................. ._....._-----------
----- -------------- _--------- . -- ---- ...---- ------ ----
7. Connecticut ------------------------------------ CT -----...._.. ......................... ...................... ._-------------------------- .........._------------- ......----------------------
---------- .-------- ...... .... .........___.....----...
8. Delaware.................. ..................... DE ........ .... . .__..._....'-°°'._.._ ..................................-....-'....-- -..°....---..-_........... ..................
...... ..... ----------- ---.-.._--
9. District of Columbia ...................... DC ..-.......... .................... ---------------- ----------------- ...---.._..-----_ - -------- ......--------- .----- ._..__._................. -
---------- ...........---. --........__.....--'--
10. Florida .............................. __........... FL _...B....... Per Regulatory Requirwwt .............................. . ..... ....................... ---'-..._............... ..._---------
-- 224,841 ._..........._235.627
11. Georgia..._ ....................._._...........GA ....SL..... Per Regulatory Requirement .............................. .. ........... _................ ..----- ------ .--------
---- ...-......._...15,006 25.006
12. Hawaii .............................................. HI .......... ............ ........................... -................................ ._ ............................. -------------------
...._---- .......... ....... ........... . ....---..._..._..---- ....
13. Idaho ............................... _......_..... ID _............ ............._...............__-_........._.....°°_-_-_.------. ....... -----.._.......... --------- ------------------- -----
-._........_....----- --......_................
14. Illinois ............................................... IL .............. --....._........----......_ .................-----'-------....... .....-----........._....... ------------------------
.... ----------------- .---- _-- ---..._.---- --------
75. Indiana ............ .................. _............. ...................................... ..... ............................. .
----.....------_.._.
......_.........._.........
.....------ ................
16. Iowa ................................................. JA ._........... ---......._...._-------------------------------------- ---- -------- ------ ............................. ....
.................... ...... -------._---- .---------- -- -......_.......----------- ..
17. Kansas ............................ ..._------__KS .............. ........................... .............. .... ................................ ..... .-------------- -------- ..._.............
........--- ............................. .........------ .---- ...-.....
18. Kentucky ..... ................ ..... _._..... KY .............. ......------------- ------------------------------------ ...------------- .. ------------ _--------------- .......................
....... ...-'-'--------...---- ---- _........_.....-----
19. Louisiana .................................. _.LA ---.B..._.. Per Regulatory Requiranent ....... ............. _........ ...... ......... ...--------- .... -_--....._------- ._. ...........
..... 74.998 .................. 77.025
20. Maine ................. ........ .._........ -ME .---------- ......................... ......._......................--_..-......_._- --_-------....._-------- .._....-------- _----------- .......
...._...._------ ..- ----------- .------- .---- ..
21. Maryland ........ -............. ....... -MD ...... -...................... --................ _......... _..... _... -......----- -------- --.... ------- ----- ----------- ..------------------
--' .... ............... ..._..... ..--
22. Massachusetts .__...._._.........._.MA .....8_..... Per Regulatory Requirement ._..._....__._._..-..... ._........ ..._............ -------------_---....-.... ......_........ 526.563 ...._..-.-..
...551,397
23. Michigan ..-................. _"'--....... I ........... ...... ................................... _.... -------...-----. _........_.------- ---- ._.----------- ------...._ ....
......... .............. .........---.............
24. Minnesota -.._.__..... ......... ..... MIN ..._..._... ........ ..... _.................................................. ._....._. .__...--------------- --------------- ------ .--- ------------
_..------ ..--- ----------- _........°--
25. Mtssisslppi _..-.._...__-•--._..._.MS -_....__ ..._............ .._._........... --.-..._...........__.._.__. .__--------------- .._..-.____._..._. ...__._........._........ ...-......_..._..._..
...
26. Missouri ...---•--'-............. .-MO _...B.__ Per Regulatory ReWirwmt ..... .............. __ ... ............ 2,616,32.9 .._...._.2.648,90 .......... _................. ------------
_.----_.-----
27. Montana ......... --'-..... ........... T ........ ........ ------------------ '.............. ...-_...-----..... _........ ----°-- ---------....----'...._. ..... --------- ...-------- .--------
----- ------- --
28. Nebraska _.._...---.._--•-----'---....NE ...------- ........... ........ ................ ---.... ........ ------- ------- ... .._..------------------ .._....----------.... ----------------------
------- ---- ------- --------...
29. Nevada_ ..... .... -..... -..... ........... -NV -B-- . Per Regulatory ReWirwarit ...... -----........ ....... ....................... .. ....._--"....... --... ........... ---.251.830 ----------
---.270.453
30. New Hampshire .... _...... _--...NH ........ ---. ...... _------ -..°-...... _ ............. _........ .----°--'-------- _ ........... ...... -..'---- ---------- ..... ........ ------
......._...._..------
31. New Jersey ............. ........... _........ NJ ....--'-- .................. ------ ------- _--_--....._....._..------.... -._-....---.._._ _._........._------------ --------------------
..._....
32. Now Mexico __...__._...___.._.NM ._B-_ Per Regulatory Requirement ._..... __.......... _--.. -. _ .................._...... .._........ .-125.887 ---- --------- 135,415
33. New York ..... -..-..... _..._...... _NY _------ -_ --.-----........ ..... ._.......... __ .......... ..._.................... _..
34. North Carolina .-_-----_...___._...JVC Per Regulatory Requirement ..".'----.---°-.. ---_.._-.---- . _.-........ _200,003 .......... MAM
35. North Dakota ...-'---'-'------ND -....... _ .__..-._...._......... -.----....---•-_----. ......__.._---__.._... ---._....--------- -_ .....--------- -------- ------ _------ .--------
----
36. Ohio ._._........ _.._-..... ..... _.D" - Per Regulatory Requirewnt _-•--------'_-._.. __-_.._...__...--' ---....__.-•------- ------._.300.163 .............. .308,100
37. Oklahoma ........ .... -...._------ Of( _B.._.. Per Regulatory Require ant .._...-_.325.928 ................ 329.726
38. Oregon..--._.-..______-_OR ..._B- Per Regulatory Requiranenl --_....._-..... -- ___.-...275,446 .... _......... 282,425
39. Pennsylvania._.-........----'--"'PA --'- --'---'-------._-.-----"-'----•--- -'---._.-'.- -.._........---'--- ".'....-'..-----..... ------------------- -
40. Rhode Island.-----'_.-A1 ..._...----------------- ----......_-.---- ----__..---•--- .._.........--'--..._ .._..___...-'----°... ...._.............. .... ...-
41. South Carolina.__-_........ _ _SC - ......... ...............__------- -
42. South Dakota.....-----..__....___.SO ---- --._._.-...-.-...-__-._----_._-_-... ---_..-._._. ---'---•--••-• --------------- ----- - ------------------- -
43. Tennessee.__..----....----TN _...._..-- --...__-__._-'---...-_._..-.-.--'-----• ----'------ •--"------- '------- ......... .....---------------
44. Texas.-____.- -_.._--"'_.TX ..----°---...._.....--
45. Utah -'--'-'--'----'-----.....----...---L1T __........ -----'-----------....------.___.------- _._.....- ------- ----_--_-- --------------- -------- ------- -------'.......-.
46. Vermont . ...... --------- _.__VT _-......... _..---- -------.....--------- ....._.._.....----------
47. Virginia ....---.------ -...... __,.VA 8..- Per Regulatory Requirement -._--------_..... ... ._.__._.._.250.014 ._._._..... 62,268
46. Washington -----................. WA -...... ..... _.-------...__._------_-.- ----.-_. -.--'--...-' --------- ----- -........ ---- ----------
49. West ._-._.....".__._...._--------- .-._"...-...-.. _...-.--_.".-. . ..... ----- -._.---_-_. --------------------------- -
50. Wisconsin.__._..._._._......__.-..J4ll ...._. ._._.._____.__._...-._-.._....-._...-.- -. ..._ .-..___._.._....__ ._-_.....-..-...._ ..-._....... __.._..
51. Wyoming -.--_-...._-'--...-.-WY _8...,. Per Regulatory Requirement ..-.-_173,522 ................ 170.256
52. American Samoa -..__--AS .----_-_'.._...._..---- --.--'-____-. ---.-._ ..-..._.-__...-_ -'__.__...-.'...'..... ...._.._....._.___-'
53. Guam ....._--__........_..-------._GU '--......... ------- -........ __.._._._.-.......... °--'-'--'- -----'-- '---'.-........_- --------- --......- --------------'-'--
54. Puerto Rico ---'-----..-._.._PR ---- -•---•'----------------------- __._-_-- -----------__ .----...---------- ------------ ----------
55. U.S. Virgil Islands -.VI ----- ......
------`...__.'____..._-__.-------
--_.----
------'---
"----'--------
---------•--'-'-'--
56. Northern Mariana Wands.........-MP '----.- '-...._-'-'---'-'---_....--------' --'------' -----------.- .'.-.--..-...'.-'- ..........
57. Canada ---._.CN _....- --------._..------....__.._..-- ----- -'------'-- '----------...._ ....--'-'---"---
58. Aggregate Allen and Other.___..OT )XX J00( 0 0 0 0
59. Subtotal XXX XXX 2,616.329 2,648 940 2,754,201 2,847,701
DETAILS OF WRITE-NS
5801. -------- -_ -_.-.--'
_-_.
..-.......
.....__..._......___..
5802.._.__.._.._--__._.-_.-.-.- __.._.....---------- ......- ................-
5803.
5898. Summary of remaining wr tearts for
Line 58 from overflow page...__ .. ...---------•?OOC_..------ ----._.-..A .---- U ---.._____..---0 ---'---------0
5803 plus
5899. Totals
(Lines
5801 thru
above
5898
8 XXX XXX 0 0 0 0
E27
persona msureo ur rrv managed we products ., end number of persons insured under indemn ty onty products
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company:
EXHIBIT OF PRFMIUMS ANn i nccl=c icrmr°tf^-, o„se i A%
ININ?NINIINN?M?N?MII?N??N?N?NN?MNII
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company. e °
r-r'a rwann warms on nalpno Ones report: reamer of persons Insured under PPO menaped care products .............. ......... _.._........ and number of persons insured under indenniry
only product ...... ............................... .
I????IIIIIIIN?????IIIIIN???A?fl?I?IM
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company= a 4 i o 0 1 , e e
r-. • -• 1-,,--- - -I--- erwe repo-: ---Persons Insaed under PPO man
aped nre produces ........................ .._.?...._ and number of peroorls Inmrned untler Indemnity only product.
...................................... .
I????IIII???N??N?NI?NN?NI?NN?N?NMI
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: e { 3 o a 4 , a o
1-1--.-..-1--nW??w-report: nN-q persona-ed under PPO
managed nre products _...... ._......... _......... _ and numbw of peraone insured under indenmiry only products
...................................... .
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: a o , a 4 1 0 o c , 0 0
_ . ___- _. P_.__.._... m Und_...., m aga.,are prodL„u ....... and number of pemons Insured under indemnity only produc"
_• •^_-..^ ,,...... ??, o.,..aw.. nw. r.porc: rnnwr or pe s Inwre under PPO rrmnaged nre products .................................. _.. and num6ar of persona insured untler indertniy
only preducla
...................................... .
INNNNNNNNNNNNNN?INN?INIINIININNNNflINII?
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company, a ' a ° ' ° 4 s o o I , , o
iiiiiiINIINIiiiiiiiiiillNAlillillillig
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company, ' 3 7 0 , o 4 , o e I ,
EXHIBIT OF PREMIUMS Amn 1 nscFC rcr?*?*n.., 0--- 1A%
--of pnaone meumd under PPO managed care Woducb and number of persons insured under indermify only Woducb
INNNNNNN?NNNNN?N?NN??N?INI?N?NNNN????i?
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: 1 ° f 3 2 0 , o 4 , o o , e e
wl - 1-11. wa..ess on .--- enes report: Nu~ Of Pmsons insured under PPO managed care products .................... ...... __.... .. end number of persons Insured under indermity only
products
...................................... .
iiiiiiiiiiiiiiNii'llii lillillilliIlIII
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: ° ° °
- . - ___. ___...- _...._,....,o,...,.. -1- -- v persons r--- umer nv rnena ed care products and number of persona insured under indermity only products
...................................... .
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company, ` 1 3 2 0 1 0 4 3 0 1 1 , c ,
INNNN?N?NINNN?M?N?M?NINNI?N?N?N???N?I?
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company= 1 ' 1 3 t e 1 0 4 , 0 1 2 1 a e
EXHIBIT OF PRFMIIIMS ANn I ngcFC fCZfafl gf^mf D- , AX
W1 rur ream cuesnaa on mometed Ines report: Number or persons insured under pP0 meneped are products .........._.
..__.......__._.._. and number of persons Insured under indemnity, only products
INNNNN?NINa1NNNN?NNn?N??NNINNNNN???IAIA
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company} , , ' 3 , ° ' °
r V..Y..u ...... a nurroer or penom imured under indemnity only Products
Ihiiiio o ' iiiii iiiiiiNiAll Ali illillim
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: ' ' ° ' ° ' ' ° ' ' o e
rat ur - uwnwes on mmam arts, mport Number of p,,,_ insured undo PPO maaped care Products .......................... ......... and number of parsons insured under indermily only products
...................................... .
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Com Ian2R1?UNI?INA4 S I?IN? 0 o
P Y
wr "m `- wmneo on rrcrnua enn r"on: Nuffbw of persona imured order PPO managed care products ........... _.._._................ and number of persom imwed under indemnity ony products
................ _......... ........... .
I N NNNINI'NNNNa 1 0 4'NI?NAN?N?h 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: o ° ? ° ' ° ° ° ° ° ' o + ° o
EXHIBIT OF PRFMII IR944 entn I ncece ie.?....,..., e..__ . -%
.._.._e__ care products arw number o........................... persons near under in emn on produce
IiA_?ioiiiiiiiiiiiiiiii llilloilloillilI
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company ° ' ' ' o , o , parsons maured under PPO men
aped oars Products .,_..__...?_....__._......... and number o, parsons insured under Indemnity only products
...................................... .
Iii_iiiiiiii N iii'lliillillifilloilliII
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company ' ° °
EXHIBIT OF PREMIUMS Arun I' nSCFS ?c??+..•.,?, D- , A%
........... _..._......_...._.. and n peroom rmwed under Indemnity only products
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual
EXHIBIT OF PRFMILIMS Amn i nccFC IcMh Onset. Gene IAN
I AiM iiiiiiiiIiN iiiillillillillilll
Insurance Company
-r • --??.?..?,++? V„ „yti.,.o erne report: rwnoer, a persons Insured under PPO rrmneped are products
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: s 3 2 ° ' ° 4 + o 2 o , a a
EXHIBIT OF PREMIUMS Amn I ncct=c fQf fe If- 0--- 4AI
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company,
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Com IIIpany:I1I1Is11 7 0 , 0 , 1 0 0 4 , 0 0
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company t 0 ' 0 t 0 0 0 0 2 a , 0 0
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: 4 s
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NAIC Group Code 1228 Direct Business in the stat e of Montan a Durin the Year 2010 NAIC Co m an Code 29513
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DETAILS OF WRRE4NS
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company: e e 1 y 2 o , e 4 y a : e t e o
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Z
m
eArntsi i ur rntnmun Zi Anu WbbMb (statutory rage 14)
NAIC Group Code 1228 Direct Business in the state of Nebraska Durin the Year 2010 NAIC Com an Code 29513
Gross Premiums Inducing 3 4 S 6 7 8 9 10 11 12
Polley and Membership Fees,:
Less Realm Premiums and Direct Defense
Pfanlums on Policies not Taken Divldentls Paid Direct Defense Drool Defense and Cost
1 2 or Cro&&d to and Cost and Cost Containment Commissions
Direct Premiums Oi. Promiune Poncyielders Difact Unearned Direct Losses Paid DirectLossas Direct Containment Containment Expense and Brokerage Taxes, Licenses
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....
.
.
.
6. Mort~ guaramy_........... ..............._..._..__.._._..._. .
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...
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9. IrtarM marina.._.._.................
10. Finaricial
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..............».
.........».
..........
. ..____
............................. .... _................... ............................. ............ ................. ............................. ............ ................. .....................
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13. Group accident and health
14. Credit a0ddem and heats
(group and Individual) _ .............................
...........
............
.........
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....... _
................. .'.
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.... ............ ................. ............................. ......... ....................
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..
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.............................
............
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.......... ......
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15.3 Guanrmsd m»weby accident and health(b)._ ........ ................. ................
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15.4 Nonrenewable for stated reaaro only (b) --_-........ ............................
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.............................
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153 Claw social"
15.6 Medicare TKte X1/111 exam" from slate taxes or (esa......... -..... .- ............... _........
15.7 AN otter &acid" and health (a) -----'-............. ............_--............_. . _»... .......__.._ ... .......................... ....._...................... ..........................
_. ............................. ....:....... ................. ..............
.
.
.
15.6 Federal employees Matti benents progfam
............
.............................
............
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......
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17.1 Other Lial-comovence.__....................................................... .. ... .. ... ... ....................... ...... ................ .
172 Ober Liability • dalrts ands _ .................. ............................
17.3 ExEea warken' oon"matIon .............. _..........................................
19. Products 9abl
19.1 Private
ps aura no-fauft (t»nonal injury protection) .........................
._._......... _
........
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........
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192 lhhsr
priwvato e pa pass arger auto o h ablliry .............................................. _..........
................. ...._
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...................
_.......
........... _.......
................ ...... ......
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.............................
............
........ _....... .
...
...... ...... ..................
19.3 Commercial sate no-lauh (personal Injury protection) ............ ................ ....
_....
...
....................
........ ._........ .........
.................... _.......
......... ....... ........_..
.............................
............
.................
.............................
............
................. . ...... ............
19.4 OdW comrrrcial auto IlabgflY .......... ............. __.. .........
_........_....
...
21.1 Private passenger auto phyeI.W damage -•--............. ............................... . .......... ......... ....................
212 Cortmsrcial auto PlrYaloal dsmapa _. ._.._............ _............................. ................._.......... ............................ ............................. ............ .
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26. BtA91ary and staff
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30. WamaMy._._""""' ...__'___.._..._........._....._..._.._....__..»._.... ...._...._._.. ... ....-. ._---- ------ _. ?._ ......_ _.._..._..-- ------ ..... ...... .... _...... ................
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35. TOTALS a 35 2 0 33 0 0 0 0 0 0 10 1,766
DETAILS OF WFdTE4N$
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3499. Totab LMa 3401 1MU 3403 M 34 a 34 above
(a) Finance and service Mamas net Included in Urw 1 to 3S S 0 0 0 0 0 0 0 0 0 0 0 0
(b) I m health business on htdieatad Knee report: Number of persons insured under PPO managed care products ....................... _. and number of persons insured under Indemnity only
products
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Com Ian? ???????????1III???? ?1? ? 0
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cnn1101 i yr r'nCM1 V1VKJ A1vu LV?JtS tzaamory rage 14)
NAIL Group Code 1228 Direct Business in the state of Nevada During the Year 2010 NAIC Com an Code 29513
Oro" Prsrrsums, Including 3 4 5 6 7 6 9 10
11 12
Poky and Memberstap Fees,
I.- Ratum P.Mu" and Direct Detense
Premlurro on Pollda rat Taken Dlvidands Paid Direct Detena Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Di. Premiums Direct Prsmlums PdbyhoWars DIred Unearned Direct Losses Paid Dirad Losses Direct Containment Containment Expense and Brokerage Taxes, Licenses
une of Businea wa«.., e....... ,•., r-
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9. _.............. ............................. ............................. ............................. ............................. .......... ................... .........................
.... .......... ................... ............................. ..------
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1
0.
Financial guaranty. ..
-.....»._...._.._._..._....._._..........._ .....
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12. EWVXP "-._.____..._.»_.._..»»....._....._ ............................ ........ ....................
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and M(EL_........ _ ...................
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.........._.... .............
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......... ...... ...... ....................._
1 2 Non•eancalabN aoddem end health(b) _. ._............................ _............... ...._.......... ..........._ ........
...... .
15.3 Guaranteed renewable ac
s
and Mdth(E)....... .......... __............ -... ............... ....... ...... ........................ .....
re
o
__
15.4 rtewa to stated reasons only ro) .................... ........................
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....-..._....- ...............................
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............. .
........
....
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t Tide XV t hem state taxes tax
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15.7 M
other accident and health (b).... »»..»._._ .. .._ ........................................
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.
....._ ........
......
......
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1 8. Workers' ..... ................ ........................ ..... ...................
17.1 Other Liability •ocarrsnce..... ......... _....._ ........................................... .
............... .
.............
2 Claw WWWII, . ............................................ ..............._ .........
.
......
.....................
17.3 Exoas wdWrs'
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19.1 Private
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(Personal Injury protectlon) .........................
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ge auto liability
192 Otpw
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auto o- no
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(perjury in
n
)
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.
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19.4
OlMrmmMmldsublladlity«___._..........____._.._......»........_ ..........
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..... ............................. ........ .....................
21 P"WO passenger • auto physloal rate....._....._ .......................................
.................
............
............
.......... ....... . .....................
212 Comnerdal auto phyafcal damspe....... _...... _........... _ .....
..... .....................
23.
24. Surety ..._._.-.........__...........
........_.._...._.....» ..............._._..-.._....... _
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(32)
........
........................
........
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26. Starglary, and theft
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28. Credt»._.»......._._---------- -------- _.._.................. _............_.._... .................
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3499. SumMry, d ramaldny wrtte4M for Lute 34 from 0"4- paye........ .......... .................
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la 1 ftu 3109 a 349E 34 above
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(b) For health budrreas on Indicated Ines report: Num1w of persons Insured under PPO managed taro products ............. ................. _.... . and number of parsons Insured under
indewiry only products
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company_ o o , f 1 0 , a 4 , o s , , o a
,o, "r a ouaneu on ww"Wd Wm report: Number of Paawie ImWed U dM PPO
mapped care product. ....................... __....... vid number of penom Iroured under IrMemnih an
h products ...................................... .
I N N N?N?INN?N?N
t a s t o t o 1 a?o N14 13 NI10 NsNNs ?N1 s I4
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
t0
Z
1. Fin.........-------- --------- _...._...._ .....................................
2.1 afled Ones....._......... _..... _...... _.......... _ ......................
22 "IPls peril crop ...... ....... ._...... .... ...... _.» ................
2.3 Federal flood ...... ............................ __.»...__.....»....
3. Farmownen multiple peril. ...... .»......... ..... ................
4, Homeowners multiple part
_?.»»._...._..._........__..._._
5.1 Commerdtl Multiple peril (ran liabOlty portion) ............. .
5.2 Comrercw nadtlple peril Nablllry portion) .... ».................
8. Mortgage guar .............. _........... .._...._.._....»_.....
a. ocean marine... .................
................... _..
9. Inland mad................
.»......___..........._._ ...............
10. Financial guaranty....._.»......_-----------------
1 1. M diw prolewbrw "Ability ................ _...... .
12. EeNquake._-._..-_....--------- _._...-.._ ...............
13. Group accident erd health (b) _ ..................
....._..__._._..
14. Credit accident and health (group and Indivldua0 -_...........
15.1 CopeclMly renewable accident and health ro>__...._._..._
15.2 Non-cancelable aocklent and haalth(b) _ .................--...»..
15.3 Guaranteed renewahM atcdaM and
15.4 lk-enswabls for stated rassons only (b)..... _.._...........
15.6 OtMf accident only ............ .»..._..._.................»............
15.6 :=Two Jill exempt from sate taxp or
15.7 erx and hearth (b) ».......... _........... _..».......
15.8 Federal empoyses Health pamlits Program premium (b)...
16. Workers'corns"Atlon..» ................_.,___....... .............
17.1 Other UebNky - occurrence ...............................................
172 Oder UabNlty - claims made _...__.....»....... _............. ....
17.3 Excess workene conpensation.......... ».......
_._......._.».
1a, Products liability ....._.....».» ...................___._.»._.
...........
19.1 Private passenger auto no-fault (parsonef W*ny protection)
19.2 Other private passenger auto lability
..._...»__»__.__.
19.3 Corlnerclal auto no-fault (personal Injury Protection).........
19.4 other cont,rarcial auto N.-ty ._........_ ................
21.1 Private passenger auto physical damp .__ ....................
21.2 Comnerdal auto physical demage.........»»._.
22. Aircraft fail pedM).._.._._._...»._......_..._...._......._._.....
23. FIdeNy...___..__._.---- .-------- --------- ».-....._--------- _.....
24. 9aery..._»...._._.»...»........»....»»_....._........_.._...........,
26, Burglary ant Melt.,__......»..».___........ ....
__._........
27. Wier arid. ad finery ............ _._..._._.
28. Credlt....»._..._»..........._.».__......._ ...........................
30. Warranty _.....».»_._......_..._ ...................... _............
_...
34. Aggregate "e-4m for other ante of business ».» .............
35. TOTALS (a)
MAlL3 OF WRITE#IS
....__.............._..............._._.
........................
3401. » ................
3402. --------- .»_..__ ---------
3403 ..... ...... ........ _.._.»_.._......_ ..........................................
3498. Summary of rsrcelntnp writs4ce for Lce 34 hem overflow p:
3499. Total (Unae 3401 tlvu 3403 Wua 349a1(UM 34 above)
a) Finance and service charges not Included In Unse 1 to 35 S .........
CAr71109 N vr- rnemiunnZZI ANU LUZ b 0 (bTaiuzory rage 14)
1228 Direct Business in the state of New Mexico During the Year 2010
Gross Pramuma, including 3 4 5 6 7
Policy and Membership Fees,
Less Rehm Premiums and
Pramiurro on Policies not Taken Dividends Paid
1 2 or Crenated to
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Pad Direct Losses Direct
717
NAIC Com an Code 29513
8 9 10 11 12
Direct Defense
Direr Defense Direct Defense And Cost
and Cost and Cost Containment Conrrdssions
Containment Containnent Expense and Brokerage Taxes, Licensee
Expense Paid Expense Incurred Unpaid Expenses
and Feces
1003 4 ....................18.510 .............. ...2%.564 4................. 133.178 4...................27,805 4
.............................. ............................
0 0 0
1o1 ror neann m - ness on elutes first, report. Number of perms Insured under PPO managed care products ...................................... and number of parsons insured under indemnity
only products
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company , e a , t 1 0 , a 4 e o 4 t 1 0 0
(D
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CAn1a1 I yr rr):tmwMZIi AM) LvSJtb kwamory rage 14)
NAIC Carou Code 1228 Direct Business in the state of N. York Durin the Year 2010 NAIC Com an Code 29513
Orop Premlurns, IndWinq 3 4 5 B 7 5 9 10 11 12
Pdlry and fiAenbsnNp Fess,
L•as - Premiums and
Direct Defense
Preniuma on Po licies not Tabu Dividends Pans Direct Defense Direct De,ense and Cost
d cost
1 2 Or Crodtstl to and Des, and COST Can
l COrNNSS10ns
Direct Premiums Direct prortllurro PolcyhoWsn Direct unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Tazes, Licenses
UM of Business, written Earned on Direct Business PMINM Reaswas daductf Incurred Losses Unpaid Expense Paid Expense Incurred Unpaid Expenses and Fees
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15.1 Cell•etivNY tane'a•Dle 110611(18- and MeM
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(b) For Mans Wiliness an Indicated fines report, Nurrb•r of persona Insured under PPO managed are products .............._. _ and number of persons Insured under indemnity only products
1111 N1I I11 1 111111111 IIMI1INI 1 1 111111111111
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
(a) Rn And servos daryn not Included In Una t to 35 f _.._...._......._._._?._..._
(b) For beaM business on h* at d Mn sport: Mw1ber of persau insured under PPO managed am products and number d person Insured under indemnity arty products ......................................
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
(b) For Aeafth business on Indicated pnes report: Number of parsons Ineurod under PPO managed are products ......... ............. and number of parsons insured under Indemnity only
products
I1NNIA1111111A111N IIMINII1pN1111111N 11111111111
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
the rear Zulu
6 7
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Policy and M-banhip Fees,
Leas Return PreMums anti Direct Defense
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Direct Promlums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes, Licenses
Line of Buaineaf wde.n F..,..,1 m Din.nr IL,fineaa P,a - A-- ldxdurrinn fatvan.I In-n sd Lnmea Unpaid r--.. Paid Exe - Incurred tlnnaid Exoenses and Fees
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13. Group ¦etlMm end health (b)...W._......_......_.._-._._. ...... ..................
14. Credit ¦oddent and health (group and IndMduaQ....... .... .....__._. ............ ................. ............................. ............ ....... ----- . ---- .----- ........-..-...
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15.1 Collectly* renewable soelMm and health (b) ._.......... __. _. _. .........._ ................ ............ ................. ............................. ............ .................
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15.4 Non-renewable for elated reasons Only (b) _....._....._«........_...«__.----'---' _-_ - -_. ......... ...._..---.......
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.... ....... _............ ............................. ...... ..................
1 S.6 Medicare Tble XVKl exempt from state taxes or fees. ... ............. ............ ................. ............................. ............ ................. .......... ...........
........ ......... ....................
........... ................. ............................. ............ ................. .......... ................... ......... ....................
15.6 Federal employees health bero0ts program Premium (b) ._._ .............. _..... ............................. ............................. ............ .... .-......-.... ............
..-...---....... . ....... ..... -...-...-......-- ......... ....................
1& Workers' conganatbn_ ............. ...... ........... .._-------- .........-.....-..-............ -..-..- .--.-.....-.---.---- ..
17.1 Other Llaft-occumallca» « ....................._...-._._.....................
172 Other Llabft-claims mWe............ __...._____._..__. _ ..... ................. ...... ..................
........... ................. ............................. ............ ................. .......... ................... ......... ....................
16. Products Kabll ty_..._.«.___........._..r.........._ ................... _. _. .................. :---------- ...... ............ ............................. ............ ..............
... .......... ................... ......... ....................
19.1 Prim passenger auto no-f¦uk (Personal InMay, protection)....._....._.......,_. .
19.2 r e psaarlgar auto ry...._».-.......... __ .............................. ...... ....................... ............... _............ ............................. ............ ........
......... .......... ................... ......... ....................
19.3 Commercial auto no-fault (Personal injury protection) -- ..................._......... . _.
19.4 Other 001TIMMI lauto liability r._._-.._..._._._..._....._. ............. ............................. .......... _ ...... ........... ......... .... ....... ........ ............ ......
........... .......... ................... ......... ....................
21.1 Private pmengw auto physical damage ._......._ ....................................... .-... _......... ...........
212 Commercial auto phyalcal damage . ....................................................... .
22. AlrcW (M WIG) .._.._.«..._...«...._..«._.«_.._.._. _. .......... ......... ........ ......... ... ......................... ............ ................. ............................. ....
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24. Surely._
«._....___........_?._-. ......... _16.231
.. ...15.521
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.... ............ ................. .......... ....... 2,967 ......... ............ 4.050
.......... ........... ................. ............................. ............ ................. .......... ................... ......... ....................
27. Boiler end machinery............................................................. ...... .............._-.
2& Credik r...._...._._-.-__._._..._..... ...... _._._. . . ...... .... _.
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34. Aggregate write-im for omen gna of husina¦._--'--..-...... ...... __.-' _....D _ _-.._.... _...D _.__.._....._.........D ............... .....D ...... .........._....._.D --'-----...............
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35. 0 16.231 15.521 0 10.405 0 0 0 0 0 0 2 967 4,050
DETAlt.B OF WR1TE41118
3401. .........._._...__......__-------------- -.___.._._._._..._ .............___.
3402 . ............._.............«.»...._......._......._....._.._.,........................
3403. ............._._......_...»»._....«..... «.«....,............ ,....... _..... ..... ..................... _.-....._..........._..... __..... _...... .__._.. _..... ..............
....... ....... ........ ............... -........... ................ ..................... .......... ............ ............ ...... .......... ................. ... ............ ...............
... .......... ....................
3496. =ry of remetnirq write-fro for Uro 34 hen ovsrKow page................. .«._ .......... .........0 ..............0 .............. .0 ........ _.D ....... ....................D D D
3499. Tetale era 340 Oau 3409 u 3496 3• above 0 0 0 0 0 0 0 0 0 0 0 0
(al Fin- nca and aarvlca c11er0a not Mel Wad In Lhw 1 to 35 8 ....__ ......................... ....
(b) For health business on indicated Knee report: Number of persons Insured under PPO managed care products .... and number of persons insured under indemnify only products
11111111111 II 11111M1AIN11 1 111111111111
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
8
O
A
IZZa
rear Zulu
T 7
Policy and Msmb*mNp Feee,
Laws Return Premiums take Direct Defense
Premiums on Policies, not n Dividends Paid Direct Defense Direct Detense and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
DirectPramiums Diract Pramlume Policyholders DirectUntamed Dined Losses Paid Direct Lases Direct Containment Containment Expense and Brokerage Taxes, Licenses
-
2.1 Allied lines _._.._._ ...............«««-..........................-....................».... ................ .. ....... ....... .......... ..... ... ... ............. :
............. ........................ ........................ ...................... .. ........... .............
22 Multiple parll crop ___..,.__..-_.._«.__.....?. - ....... _.
..._.__.._....
.__..«_._.
......._. ..... - - - ....... ...... _ _
.._......_._.....
........
......._...._._..........
.. ......................... .... .............. ............... ............ ................. ............. ................ ............................. ........ ..................
..
........... ................. ............. ................ ............................. ......... ....................
3. amwwrtsn mltlPte pMl -....... ...._..»............................... ....... .............. .. ......... .................. .. _.. ....... ................... .. ............................. ..
..........._._...........
......
....
..............
...............
............
.................
.............
................
.............................
.........
....................
4. Marrlsoawtsn multiple peril.:_....«_._»........._....«_.
.. ....._.......... ..._.._..
........ ...... ..
. .._.._.
._..._ ...........
...«._..
....... _............
..... «.
«.«.«...._............
..
................. .............
.............................
......... ................
.... .............. ............... ............ ................. ............. ................ ............................. .......
.. ....................
5.1 cotmterdal multiple gem in.."WOity portion) ..----- ---------- ------- ...........
..............._. ..................._....._. ......._................ .... .............. ............... ............ ................. ............. ................ .............................
.....
.... ....................
S2 Ca mordd
ma" Peg Dkb01ry portion) -•----•-•----•---'-----...
.---------
-..._..
...
.......«._.....«
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...._....
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.
.. ........................ ...... ..................
..
........................ .... .............. ............... ............ ................. ............. ................ ............................. ......... ....................
............. ............... ............ ................. ............. ................ ............................
.......
..
....................
........... ................. ............. ................ ............................. ......... ....................
11. Medial profsesbne16ah6m _.. ...__._...«...«.....«....._.....«._........._..«. _...... ................
12. Eartlpuake_..-__.-.,.,. _ ............................................ ... ......... ......... ...... ............. ... ..... ........................... .. ............................. ....
..... ..... ........... . .._..................... .... .............. ............... ......... ............... .......... .............. ........................ ...... .---..............
13. Group wold.. and health (6)....._._..«r........«.._..... _....__-_-_-_ -------- ...... _..« ........ ...... ........... ........................ ._._.........._...... ......................
.. ........... ............. ......... ............... .......... .............. ........................ ...... ..................
14. Credit accident and health (group and IndMduaO-.......... ..................... « .... -......... ......... ...... _._...._. ._» ......... _...... ........ _................. _... .. ............
................. .... _....................... ......................... .... ........... ............. ......... ............... .......... .............. ........................ ...... ..........
........
15.1 Collectively, renewable accident and health ft....... _....................... _ ._._._ ..... ........ ._.....-. ....... ...... _............ ....... ......... ............... . ....
_....................... .......................... ....... _................ .... ........... ............. ......... ............... .......... .............. ........................ ...... .....
.............
15.2 Non earoslabls aWdem and health(b) _....._-_.... .................................. ....... _._..... ...._.._. ......_._....._ ......... .._.._.......... ....... ........... ...........
.... .. .... _....................... ............. _.............. ......................... .... .............. ............... ............ ................. ............. ................ ......
...................... ......... ....................
tai Guaranteed renewable accident and health(b).._............................... _._ _._. ..... ..................
15.4 Nar+aeweble for stated masons only (b).__.-.__._..._......._. ...... .................. .... ..... ................... .... .............. ............... ............ .................
............. ................ ............................. ......... ....................
153 Oftr accident only...... «._......- _««...« «.._._...._...._ ....... ._._._.....__._... _. «._..»....._..._ ....... ......... _................ .. ..._................... .... .............. ..
.............
............
.................
.............
................
.............................
.........
....................
15.6 Medium TOte Will axon" hum stete texas or feet...................... _-. ............ .............. ............... ............ ................. ............. ................ ....
......................... ......... ..................
15.7 M Otltar atxAdenl antl heats NI _-__......»_........ «. .... ................... .... ............ ------- ............ ................. ............. ................ ...............
.............. ......... ....................
15.8 F•dend errwitty esa health beMBb program premium (b).......................... ._._ . ........._......._"'...... .... ............ .------ ---- .............. ............... ...........
. ................. ............. ................ ............................. ......... ....................
.... ........ ......... ........ ............. ... ...... ............................. ......... ....................
17.1 other l lah88y • oocumeno• ?_.____..._.._._..... «. ............................ _.._................ .... .............. ............... ............ ................. ............. ..
.............. ............................. ......... ....................
172 Dew LlehAhy • clisims made _..............
.
.
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«
.
.
.
•
.
. ...._ ........................... .. ............................. ..... ........ ............. .. ......................... ....
..............
...............
............
.................
.............
................
.............................
.........
....................
17.3 Excsee waken non._.--....._.....
..........
...
..
........ --'-... ....
_....-'--" .
--'---_ ..
.._...._
. '.... .-"'--'-'--'--- ''--' ....................-"' .....'--..._._...... ...«................... .......... ........... .... .............. ............... ......... ............... .......... ...
........... .....--............... ...... ......._.........
1s. Products 11.a8ly_...__._....____"'_'...... «......-..................... -•-'-.- --......._.......--_ _.... -..._...........
19.1 Private puwger auto no-fault (Personal Injury protection) ......... ............... .... ...... ............. ..... _.. ......................... .... .............. ............... ....
........ ................. ...-------... ................ ............................. ......... ....................
192 Other private passenger auto hab9hy........ _ .............. _................................ ..... _........... ........... ........ .......... ........ ...... ...... ... ..... .......
-....... ........... ..
19.3 Commercial auto no-fault (personal ln)ury protection)................. ...... ..................... ......................... .... .............. ............... ............ ..........
....... ............. ................ ............................. ......... ....................
19.4 Other commercial ante Iiabllhy_.......__«........_........__._.__._._._...... ._....._....._ _..__._ - .......... ........_ .------- ----- --- _. .................... _. .. ........._.
21.1 PrNne passenger auto physical d . . «.....«...« ........................._.
212 Commercial auto phyalal damage _............ _.... ....................................... .
22. ..--------------------- ...... ................. .... .............. ............... ............ ................. ............. ................ ............................. .........
....................
...... ............... ............ ................. ............. ................ ............................. ......... ....................
24. Sur.M..».._..__«.....««...._«......«....-_................................................ ...-........_. _.1.901 ........... ....... 21.814 .. ._ . _ _ .......... ........ ......................
.... 3 ............................. ............................. ......................... .... .......... .............. 5111 ......1.927
28. Burglary and 1hsR«____........«........._.........«.....«_ ._. ..._.....«.._._....._. ...._.................... .......- ................ .... .............. ............... ............
................. ............. ................ ............................. ......... ....................
27. Boller and machinery _......_..-._. ........- .................. ......... ........ ....... .... .............. ............... ............ ................. ............. .............
... ............................. ......... ....................
............ ............... ............ ................. ............. ................ ............................. ......... ....................
30. _....... _.._...... ...............-.... _. ...... ...............
34. Aggregate wrha-fMfor other Ones of bwlneu.-.-...... ....... ......«......... _.. _«.___.--•-- ----D --'•-•---"" '--.D ............-'-" --'D ._"..................... D ..«.....................
D ...........................D ._............... ...... .. D
35. MTALS (at 2.004 21.814 . 0 3 0 0 0 0 0 0 581 1.927
DETAILS OF yyNrEdNS
3401. -..,.._........_._._....__.._._._._.._...__...........__._................. .......... ........_.«.
...
.
3402. ._........_._..._._....._.«....................................................... ..«......... .....-...._..... ..._..._. ...._....._..._. ........... .........._._...... ......... .-......._.
.........-... _. .............................. .............................. ......................... ._.. ......._..... ................ ............ .................. ..... ...
....
3403. ._«-...«..._....._..._---__-.._._..._...._..___ ....................._................... _.._.
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...
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....................
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..............
.............
............
...............
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---------- ...................
.........
.......... ..........
of renal wilts-fM e 34 hum o pag e
3188. StraMry nhp verlbw _........._....--
for
Lin "" .............. ......_.D _................. ........D ....""...._....... ......D ._........................ D ........._.._........_..D ...........-'---.._._D ..
.
................._. . .D
. .-------._.... D
.....---??--- ._.......... D
............... ............. ..............D .......... 0 ......... ..................D
3499 Total 3101 tlru 3403 w
34
96 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a) Finance and srvke charges not Included In Linea 1 to 35 8 ._._._...... .......... ... ....
(b) For health buslnaa on Indicated OMs report: Number of parsons insured under PPO managed are products ................. _..._.___... and number of persons insured under Indemnity
only products
I NMN?IIIIIIII?N??IN?N?IINN?IN???1 0 0
! 1 6 1 7 2 0 1 0 L 7 0 3 1 1 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
(b) For eesim business on Intlicetsd Mee report: Numbw of persons Insumd under PPO msneped mrs products ._......... .............. and number of persom insured under indemnity onty products
111111111111111111111111111 11111111111
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
(a) Finance and wvioo oharysa not IMWad In Linea t to 95 f _.?.?_.__.__....._. _._
...................................... .
(b) For health buakru on Indicated Ilnea report: Number of persons 6roured under PPO managed care products ...................... _........ ..... and number of persons inured under Indemnity
only products
INNNNNNN?NNINNN??NNN?N?INIIN?NINN??0 4
! 1 6 1 0 1 0 1 0 1 1 0 1 0 1 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
8
ir)
s=nrnoi i e?r rrslcnn?uma AIVU LUbbt' (statutory Page 14)
NAIL Grou Coda 1228 Direct Business in the state of Rhode Island DurIn the Year 2010 NAIC Com an Code 29513
oroes Premiums, including 3 4 5 8 7 8 9
Polley and Members Np Pass, 10 11 12
Lass Rwum PI... ums and
Prertiuma on P
oOcies not Taken
Divw«we Paid
Dire" Defense
oire" Defense Dire" Defense
and Cost
Line of Bualrlass 1
Dire" Pr.miku_ 2
Direa Premiums or Cromted to
PbflcyhoWars
Direct Uneemed
Dire" Losses Paid
Dire" Losses
Dire" and Cost
Containment and Coat
Conlelnmant Containment
Expense Commissions
and Brokera
e
Taxes
Clean
1. Flre ........................................................................
WdRan
earned
on Dire" B1Wnass
Premiurn Rsssrvss
(deducting selvage
) Inured
Losses Unpaid
nse Paid
E se Incurred
unpaid g
Expenses ,
ses
and Fees
2.1 Alfhad nee _._._............................
._..._....................................
..
...........................
.
........
2.2 Multiple
pedl crop ......... ................ ._..._..._............................_..........._ ... .............................
....
...
.............................
.............................
.............................
..
...........................
.............................
.............................
.............................
.............................
2.3 Federal
Food ..__.«...... _..................................
.........................._. ... ....... ..... ........... ............................. .._............_------ _.. ............................. .............................
.........
3. Famawnsrs muhipla peril _._.......-._. ....
Horraosstars multiple, peril ....?....._.........._......___............ _ ..............
...
..
.
. ........................... ............................. ............................
.1 rcltl narltlple par8 (non4iebnny portion) ......... _...... ..... ..... .._.....
... .. .... _.............
.
.
. ..... ..................... _ .......................... .. _...... .................... .._......................... ............................. .............. _............. .. ................
........... ............................. ..... ................. ....... ...
..........................
.............................
52 Commercial multiple
Part! DlabnM Portion) ............ .............. _.......... .........
...
........... _............ ........................... .. ........................... ............................ ............................. ............................. ..............
...
............
a Mortgage guaranty __,._._.-_,__.._.......................... ......_..........._..--
•• .. _ ............................. ................ ............................. ............................. ..................... ........ .. .......................... ......................
....... .............................
.............................
4 Oxen marine .... ...... ._..._._............. ..............
............ _................... ...
..._..........._ ..... ............................. ............................. .......
................ .. ..........
................ ............................ .........
..........-..-...-_ ......
1
1. Madinat professional! Ile ----- ---- . . . .......................... ............................
12.
aka.._......._......._...- ----- ---- _.._..._........
.
............................
.
.
_ .......................
13. Group soddent and heaM1 (b) ...._.._..._....__._. ... ..._............------ ---- .... ............... _...... .............................
14. Cred1 alxMerd and Mahe (OroW sod InNvbuaO ......
.
.
....
.
.
.
......
...
..
..
.
_
..
...
-- ..
.
_
..
_
..
_
.
............
.............. .......... _
_
...................
............. ..............
.............................
..................... ...
.................. ...........
.
..........................
.............................
.............................
.............................
......................
......
15. 1 CollsclWey ranevnhie axksa andhaahh (a1._ .
......
.
....
.
.
.
..
.......
..
.
...
.
..
...
. ... _. ...
....
_
.
...
..
.. --- ---- ........_................ ... .......................... ........................ ....................... ....................... .......................
. 152 Nor+canoMaWe aaWsra and heshh
(b)-_-_._.._ ................................_...
..
_.............._..........
...... .......................... ............................ ............................. .. ......................... ........................... .......... .
.... .... ......... .
............................
...
..........................
15a Guaranteed renewable accident and heann .. ............. ..... _.......... ........ ._ ._........ ............. .... ....... ............. ....... ............................. ................
....--....... ... .......................... .................... ......... . ............................ . ......... ................... ...................
..........
13.4 NotKer ombb for stated reasons a
3S other aodderd only
....._._.. ... _ ....._ . _. .............................
.............................
.............................
...
..........................
...........................
...
......
.......................
.
...........................
.
15.fi Medlars Thee XVIII exempt from stns taxes or feet ................ ................. .. .......................
.
15.7 Maher aoddsrn and health (b).._ ................................. _............ _.........
... .
....
.......................... ............... ............. . ........... ....... ................ ..... ............................. ........ ........... ......... .................-.........-. ... ..
........................ ..................... ........ . .
15.E Federal ompic" twWM benefln ...
.............................
.... ............
16. WorkaW oonOernaSon-...._..... _ .............................................................
..
_.....-....... ........ .... ............................. ._.................. ........ ............................. ............................. ............................. ... ................
.......... ... .......................... . ............................ . ............... ......... ..-. .............................
7.1 other L1aa1nY'oaurfance .......................-..._.......................................
.. ............
......
. ........._.................. _..................... .... ............................. ............................. ............................. ............................. ... ................
.......
...
.............................
.
..................... ............................. ....... _.................. . ........ ._........ ....... . ............................. .....-....................... ...........................
.. ... .......................... ............................. . ......................-.-... . .
17.3 r
wEA e/s compensation ._._ ..........................................................
...
............... .............. .............................
18. Products EaolRly._....__................... ................ _........... ............................. ._......................... ............................. ...............
.............. ............................. ... ..........................
19.1 Private passanger auto no-faun (Personal Injury protection) _ ................
....
...
....................... _...
_........._....... -----•.._.-............... ---................. ........................ ........................ ..---................... ........................
192 other private passenger auto Iabi9 ......... ............................. .......................- ...-.................... ....-...................
19.3 Commercial auto no-teun (pwsonsl Injury protection) ....................... _....... .. ............................. ................
.
.
........................
19.4 co
other sub 9abRib ................ .......... __._.................. ............
...
....... _........ ............
. . . .......................... . ............................ . ........................... .............................
21.1 Prints passenger auto ...........................
_ ......... .. _.. ......._
_........._. .-..........................
.............................
.
.
12 Commercial
auto
physical damage .............._..._..................-._. .................
........
._
_._......... ...............
_
--....._................
.
........................_..
__ .
.......................
.....................-
........................
......................
.....
.--.............-..
.....-........-.........
22. Aircraft
(
PON) ... _.......... _ ................... ._ .. _ ..................................
....... .. ................... .................... ............................. ... .......................... ........ . .
...........................
.. ....._... ........... _.... ......... _ ................ ... . ._ .. ..... _.............. ..... ............................. ....._...................... ..... ........................ ... ....
...................... ............................. . ............................ . ............................
.............................
...........
4. Sur* •----..... ............. _................. ........................ ... ............ .... ..
.. ............. _..............
._.._.............2,BN .................... ........
4.805
..................
805
192
2
..............
.............
26. Burglary and theft _..._........ ............................ .................................. ....
-
.... _..
. ....................
. .......................... .......
..................... ............................. ... .......................... .................
........... .. ........................... .. ......................_B6 ........-.......-...3.370
27. BDIW
and mxNnary...._.........._._.............. _
.._-...._.._._ ......... _................. _................... ._. _........................... ........... ............ ..... .
............................ ............................. ... .......................... ...
......................... ..
.
........................... ..
...........................
.............................
20. Credit -
30. Warranry_._ ..........
...........__...........
..........._..._........._ .............
_._....
...
30.
A
:wrhe4rro for oMar ones of twslnw.................................. .......
..
....._._..
................... _...... D
..................... ..........
__...._..._._.._..g
.......... `--'._._....D
..
D ......... ....
.....
D ..... . .. ... ..........
D .....................
D .
..................
........
................--'
WACS
S& T
2 BM
4 8IK
0 ....................
2 192 ..._......................
0 ............. _............
0 ...........................
0 .... ........-..............D ...-.................-.....D .. .........................D .. ....-.......-............D ...
.....D
oEruLS of WRrtE-ms 0 0 0 86 3.370
3401.
3402.
.
........._._ .......... ............. ...
.
......_........
340.7. __......._-......._._.._._.._. _.
........................
..............................
....
..........................
................................
..............................
............................
..............................
3498. Summary of remaining write4m br um 34 from overflow papa ............._... . ._.............. ....._.D ........
................ _- D D D D D
499. TaW junee 3401 ftu 3403 w 3198 uns 34 above
0
0 _ _ _ ...... _ .......... _
0
....................... -•-
0
----............. .........
0
.................. .........
0
...........................D
.... .....-......D
...........
............... ............ D ..
.-.. ..
D
..................... p
......................... .
........-.................D
(a) Finanoa and service ctwW not Included In Lines 1 to 35 S 0 0 0 0 0 p
tot ror neum business an indjoaW firma report: Numbw of persons Insured under PPO managed are products ................... _................. and number of persons Insured under Indemnity
only products
0 4 1 1 NI?N0
7 1 f , , t 0 , d , , s 4 0 a
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
in
0
IlsAfn11a11 Ur rMr-MIUMb ANU t_UtiStti (btatutory Page 14)
NAIC Groan Code 1228 Direct Business in the state of South Carolina Durin the Year 2010 NAIC Corn an Code 29513
a." Premiums, Including 3 4 5 8 7 It 9 10 ' -- 11 12
Po%cy and MembsrWp Fees,
Less Raw. Premiums and Direct Defense
Pr.mluma on Policies not Taken DiAia ds Paid Direct Defense Direct Defense and Cost
1 2 er Credited to and Cost and Cost Containment Commissions
Dlnecl Premluma greet Premiums PolryftoMers Oireet Unearned DlreCl Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes, Licenses
Lune of Busirosa _.. 1. Flre........ ........
..........................._....._.................................
2.1 Allied lime ................. _......................
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22 Multiple per%crop ......._._._...__ ........................................
2.3 Federal flood ._._..... ._.................. _....._................_..........
3. Farmeamsrs multiple part ....... ........... ....._..__.__._.
4. Honro.ners muf9pH parl........................................
5.1 Cawnerdal frul" pod (nondlablilN Portion)... ...................
52 COMMOrdsl multiple pull (liablliry portion) _......... ................
Moingage guaranty _._............................. ............... ....
a. Clan madM ___ ................ ..........._........... _........
9. Inland marine _........-.._._.__.............. _............
_._.
to Financial
it. MedkW proleesloref IIWAlty __............
12. ErOquake.._»_ ..._..._.._._......_........._....._....
13. Oroup aaddat end Meltlh (b) _..__..___........
...............__
14. CroAt atxWwtt and heat (group and IndNiduap ......... _......
15.1 Co9acMaly renewable accident and heat (bJ___ ..................
152 Nan-canodable accident and health(b) __..... ...__ ..................
15.3 Guarntaad ronawable accident and heat(b) _............. ._.....
'?. 15.4 Non rwxvwaWe for alelsd rwons only (b) __....... ..................
15.S Odor accident only
15.8 Madkaro TMa eaampt horn sub telas a IsaaXn11
16.7 M oteer aWdant and heat (D) ............._............._....._........
15.8 Federal employees hat bene0a program premium (b) __...,
18. Workers' canpanutlon............ _...............
17.1 Other Uablily - occurnerge _ .................. _....._._...................
172 Oft; Uabllly - claims made .................... _....._....................
17.3 Estates worker'conpenadon..._
19. Products MabieN........ _._._.....___.._...
................................
19.1 Private passenger auto m4auh (personal Injury protection) .....
192 other private passenger auto Bability...... ......... .....
19.3 COrtrnsroul auto mo4ault (persons] injury protection).............
19.4 Other commercial auto %abN%y .............__........._.................
21.1 Isrlvrte passenger auto physical damage _........... _..............
212 Commercial auto physical damage._....__ .............................
22. AlrenA (ale PWU)
23. FldalN.... _........... ...... »........ .__..._....... .......................
24. Seely.-.._.......... _...._.._ ............... __......... .................
211. "hey and theft........??.....?..--
27. Boiler and machinery .............. ............
._..._..._....__._....
28. Cedlt....... .............. _.-..._.._..._....__..._................_..........
........
30. Warranty .............. .................. _....»...._........ ....
34. Aggregate aem4ma for other lima of busir ass __......_......
......
3S TOTALS Iel
DETAILS OF i1y11R.
3401. ....__._._............_._ ....... ................ _....... ....... ..... ............
3402 ............
...._._.............._............
3403. .. ...................... _.... .._.._....... ............ _._.....................
]48
Summary of rarolning wme-inston Line 341rom owr0ow page
8489. Total tlhw 3401 tlwu 3103 dw 3198)fLlne 94 atuowl
a) Finance and serMce changes not IndW W In Una 1 to 35 s
(b) For heat business on IrA%c@ d Ines report; Number of persons Insured under PPO managed pre products _. .............. . ..... .. ...... .
and number of persons Insured under Indemnify only products
INNN: NNs ?Ns INf N?s NNs Nh?o N1 Nn?0 N?4 I0NNI6 s Nt ?N1 0 0
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
to
v
GAriioi s yr rRCM1UMJ ANU Wtibt,
Direct Business in the state of South Dakota
Gross Pnmiume, Including 3 4 5
Policy and MemberMp Fees,
Less Return Premiums and
PrerNums on Policies not Taken Dividends Paid
1 2 or Cradled to
Page 14)
2010 NAIC Com an Code 29513
7 B 9 10 11
Direct Detense
Direct Datense Direct Defense and Cost
and Cos, and Cost Containment Commissions
Direct Premiums Direct Premiums Polloyhn" Dlrecl Unearned Direct Losses Paid I Direct Lesaes • -- Direct Containment Containment F?cpense and Brokerage
W Preen F.r,uur nn Zahn"
Licenses I
n..._.._. ...................._.._...................................... _........................ ..
...... --- - ------ - --- --- ------ ---- - •••--••? -••?.+..• a•.. naa ra,u r-n nee inwrrCq un la tz naae and Fee,
2.1 Mfiedlinee__ ........................ _.._............................................................. .. ......... ........ _.
........
. ........................... ...
.. ......... ............ ....
.............................
............................. . ...........................
.... .................. .......
....
.........................
.............................
.............................
........... ................. .
......................... ....
2 M r? Pod, crop.........- .. .
................... ....... ._.._................ _............... ........... .. .................. .........
23 Federal llood..._...__-.._...... _
.. _ ..............._........_._.....................
.... .............._....._.._.. _---------- ................ ............................. .
..
... ..................
................
... ... . ........ . .
..
..
.
.......
3. Famgw,lers mdipb pall
Y..._...__._....... _........................... ............................ _.................... _.. ................
... .......... .......... ..... ..
............ _. ..................._..... ............................. .... ......................... ............................. ............................. ............................. ......
..
..................
4. Homsownen Multiple Perll
.._....._._......._?._.._._ ..................._......._......
.....................
.
. ..._..........._.......... ............................. .. _......................... ............................. .... ......................... ............................. ..............
............... ............................. ........................._..
5.1 Conansedel nadtipb peril tnorMlehnlty portion) ........... .. _ ... _ _.. _.. .
..
_.
..... ........... ........... ._............... ....
_ ...... ........ _ ..... .... .
........ ?._......._
._---------
...
.............. . ...........
........................
........................
........................
........................
5.2 Cwmmwchd
uPopr.. WrB Dla...??)._._._.._._ ...................... -----....
.... ............ ...........
.. _....... ..... .._........_............... ............................. .. _..... ................... ............................. .... .................... ..... .......................
.. .... ............................. .................... .... ..... ...... .
Mortgage guar ............
-------- _................
............
............................
............ _-
.
...
...
.............. .......
.-. ... ....... .....
.........._
1. Om Nma........._.._...._...---........._._.__.
. ......_................ _... ......................._....
......_.
_._...... ........ ----
....._._.._..........
..
.............
....................... ..-...
....
.........................
.............................
................ .------------
.........
............................
.
........_.._._
9. Hand mad"ne _ _... ...........
.......__...._.Y..__._...... _........ _..............._.... .................-......... ..........__......... _.. ............................. ... ............... ... ........ ....................
......... ..... ........................ .. ...........................
.. ............ _...
10. Financial guan
_
..
...
........_..._..._._._._._.._................. ............................. ............................. .......... ....... _....._. ........................ .- ......................
_.._..._.....
11. Medical profeeskional J nst
la
bnl
ry
_..._._ ................
.................................__..._
_'_'._................. ............._.............. ............................ ._._.._.................. ............. _....... ....... ... ....... ......... ............................. ..... ..
...................... ............................. ............................. ..
12. EeNquake
__._..-..._..._.?._.._._.._..- ..................... .. ..-............ _"
_...__.._.............
........................
........................
..........................
.....
.......... ..............
.............................
........ .....................
....... ................
........................
13. (croup accident and Malm
-
'-- ..._._.....................
... .. ........................ ........................ ........................
...........
14. Cr** atalII and h@W (group and IndWdua..
.
....
..
.
. .............. __ _
.............................
...
..............
............
..... .....................
-
.....
........................
...
..........................
............................. ........................ ........................
.... .. _.... _. ..........
.....
15.1 CNecINNY ranavnbb accident and health rof .................
.
.
_.. ............
._....._..-............... ........._..................
........_ ..... .. ...................... ............................. ........................
::: .......................... .............................
15.2 saddens and _
Non•ceraMable
h
al
_.__ ................................................
....._...................... .....---...........
..............
.
.. ..
_.............. ----
.............................
.............................
...
..........................
.............................
.....
.............. ......
...........................
..........................
....... ... ...................
.............................
h
t annd M
15.3 O
?ad
refleftWe
s
ehh(b)....._ ......................_.............
............................ .
.............
........... _....... ------------ .............. ...... ...
....................
............................
...
........ .............. ..
..
... ..........................
.....
........................
.............................
.............................
.............................
.............................
on-ror
A
sfor stated reasons
15.4
only ro)
..._ ...............................
....-.
........................... . ........
........... ....................... .._.
..........................
..............
MIS r accident only_-_... ..
._..-•------. .................. . _. ......................... ... .......................... ............................. .............................
........................
stat
15.6 Medicare Tide Xlllll ezertipt p from ahh hesa a teea . ........
fro..........................
................._..........
.
........
................... .............................
15.7
AN dUar accident and h..rot (b)
_._........_........._ ..................... ..... ...... .....
.... ....................... _ ..........................
..
............... ....._................. _. ......... ............. ...... ....................... ..... . ... ........ ............. ..... ................... .......... ..... ..................
..... . ............. ................
.................. ...........
............ _...............
....... ............... ... ...
.
15.8 benefits Program .xsmWm (b)......... _....... _ .........
............................. ...........
...................... ........... ._.............. .......................... ...
..........................
..
........................
? ..
18. Worker' oornpensatbn.___.........
...... _........................... ..............._.. ............-................ ...... ........................
........................-----........
17.1 OIMr Llablay - ......................__... ............................. ............................. ....._..................._. ... ...-................_.... ........._.................. ...
.. ......_....._......... .__"_."_..
claiWe .
172 Other L1abNny • claims mads
_...._.._...._ .............._._............ ............... .....
.......... .............. .. ............ .............. _ ........ ...._............... ......... ..........._....... ............................. ... ...... .................... ..................
........... ..... ..... .................. ........ ..................... ........ .. ................... ............................. ............. ................
7.3 Eacees
w
orker'
con"fivation 1
........................................ ...
...........................
........ ....... ....... .....
...........................
....... ......................
.
...
..
.
........................
Ia.
aa,cu
re.d9
ry
-----.._._....._ .................._....-----_...._._...................... ..
.......................
.. _._......_..... .......... ............................. ..._........... ............. ............................. ... . ......................... ............... ....... ....... ..... ...
....... .............. ........... ............... ... ----- .......... ............. ....
... .. ------- .
........
.
.
.. .. .
. ....
....................
19.1 Prtmts paft&W auto rwhull (Wwaf
protection) ......................... ...
.
.............................
.............................
...................
.
..........................
.. .......
....................
_....... ...............
.......... ..... ._......
..
19.2 Other private pass. rper aura pab0iry.._..._................. ...
...... .......
........_...........
19.3 Cenmrrclal auto no-hull (Peroml inlu7 ProtsoNpq ............................... _. _........................... .................. _._.
18.4 Outer commercial auto lbbllily_..._.._.__..._..._..._.......... _..... _ ................
............................. ._..
........
..... .............. .
.......... . ..................
.............................
1. paesanper auto pfryskal damage.... ..... ...................... _................. ............................ ...
21.2 Coenniarcial auto physical damsgs ....... .... ...... ._.................. ..........
_......
..._......._......_.....
.......... .
...................... . . .
........................
22. Mraall (d partial _............_. .................. ............................ ......................
23.
Fideft
.... .....
....
_
_........_....._._._.........._ ..................._..........
.. ............................. _........ _................ ._--,_--.............. ... .......................... ...... ....................... ............................. ...................
.......... ............................. .............................
S
.
..........._.....
u . ...
4. re
._ .
.....
_
_ ......................._.._.....__..............._.........._....
.............................
--------------- ...........
........_............. .... .
.......................... ...
....
.........................
................
26. ary and
lheR._._._.__........_._..._. .
_
.
.............................
... ..........................
....
............. ........
....
.............................
.....
......................
............................
.........
550
27. Boast and mscl,inery-......-"
-'.._..__....._..._ ............._......_...-.............. .
.........._-....._.....
............................. .............................
..... ......._------------ ........ ........... ..... ............. --...... ................. .... ............... .......... ......... .................... ...... ....................... ...
.......................... ............................. .............................
.........
....................
....._................. _---------- .._------ ....... ._----------------- ......... .........._....._........_ .... ......................... ............................. ...... ..................
..... ............................. .............................
.............................
.............................
.. ... .......................
34.
ewnts-Iro for omen fines of Iaroinsss............ _..... -._..._ ............
r OT
............_---._.....-D .
----......................0 .
....._..._..._.._..._D
_.........................g
..........----..._........g
....
.......................D
.........
.
D
D
D
D ........................... .............................
35. T
fai
ALS
DETAILS OF WPJrE4NS
0
0
0
0
0
0 .........
.---....
0 ...... .....................
0 ...........................
0 ...........................
0 ...........................D
0 ............-..............
D
550
.._....._ ...............................
3401. ...._....... _........
3402. _....._..._...._. .................._. .............................. ..............................
3403. ............................. .... ..............
3498. Summary of remalMrq wdts4m br Lhte 341rom ovarlbw page ...................
......_...................D . _............._.............
.
D
........------'........ ......._................ _._
D ...... ......................
D ..................... ..........
D .... .................. ........
D ............................... ...... ........................ --.......................... .............................. ............................... .............................
Total (11.11 3401 Ifarr 3103 w 3488 ns 31 above
0 .
.
0 .............-'-----'......
0
- .........................0 ...........................
0
....
-............._-.....0 ...........................D
0 ...... ..---................D ...........................D D
----...................... D D
(a) Finance and esrNce charges not krdWed in Lines 1 to 35 9 ........ _..... ...-..-_..-._......
_ 0 0 0
0
0
I-) nor nestm ousinees on mdcetad fines report: Number of persons insured under PPO managed care products ... ................................. and number of persona insured under indemnity
only products
111111111111111 f 2 0 11111 1 0 / 11111111 f 0 / 1111111 7 1 0 1111011
! / 6 1
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
cD
Z
tvniu urou L.oae 1 ZZ15 Ulrect 13usiness in the stat e of Tennes see Durin the Year 2010 NAIC C om an Code 29513
Gross Premiums, Imdudirp 3 4 5 6 7 6 9 70 11 12
policy and Membership Fees,
Lass Rehm Premeums and Direct Defense
Premiums on Po res not Taken Dividends Paid Direct Detense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Direct Prertiurne Direct Premlumn Po9cyholdera Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Tues, Licenses
Line of Business Wrisn Earned on Direct Business Premium Reserves deductin salvage) Incurred Losses Unpaid Expense Paid Expense Incurred Un aid Ex n... and Fees
1. Fire.......... ._ ..................................
2.1 Allied Pore .......................................... ............................. . ............................
22 Multiple part crop ................. ................. _....... ......................... ... ............................. ............................. ............................. ......
....................... ............................. . ............................
2.3 Federal flood _._......_.__ ................... ..._._.._......._.....................
....._...... .......................... ... ............................. ............................. ............................. ............................. .............................
. ........................
3. Famownee multiple PeAI
.............................
.............................
.
...........
....
4. Homsownee multiple pem.._..._....._._..-._------------
6.1 Commercial m l" pod (nofNleDiltry portion) .................._._._._. _...._._ ....._....._........_ ......_.........__.. _...._.._..... ..._..................
..
.... ........................
...........................
..
.............................
...........
..
.
.. ........................ ..........................
62 Cemrnerdd
multiple peril (IlabNry portion)............... ---'---'-----.
_._._---
-......................... _
............... ...... ---.
_._....r...."--
-............... ............
.............................
...........................
..
_................
........... .
.
....
....... ............................. ............................. ............................. . ............................
0. Mortgage gwramy...-_--_--._......................................... .. ................ ._.... ._ .................... ___..
0. Ocean marine ___....__..._._. _.___..__.....--'-
. ------._.._..._...... ..._..._..._....._....... ....._ .................... .. ............................. ............................. ............................. ............................
. ..
:
9. Mend marine ...... ......_ ... ............................. .._....................._ .. ............................. ............................. ............................. ......-......
................ .......-.
................... . ............................
10. FinancW gtavamy..__-...__..._.. ........... .._........................ ........................... .. ............................. ............................. .
.
.....
.
.
.
It Medal peleabrrl "amity _._.....-.._.-._.....................
......... .
.
.
....
..
.......... ............................. ............................. . ................... ........
.
12.
13. GrdpsoddemandhW9t(b)..._._._..........._ ................ ............... ............ .........................
....
_._.__._._.._.._
..-.
14. Credit aookdent and hN191
(grow and IndMduan..._ ....................... ......
.
.
.
..
.........
.
. ............................. ............................. .............................
15.1 Cotiectiwly renewable accident and huts . .............._........... ........ ....
.
....-'.. .
.
.
........_ _.................. ..................... ...... _..................... ........................... .. ........................ ........................ ........................ ...........
..........-'- -'----.................. ........................
52 Non•ancelaMe aoddem artd heeMh
.............................
.............................
...........
....
...........
.
. ............................
15.3 Guaranteed renewable accident and haeMf(b) .............................. _ ...__..... . .
.
. .
..
........................
15.4 Non-renawaWe for statetl reasons our (b) ...................................... ............ ............................. ......._.................... .........._---'---'--..... _......-•----..
........._ ............................. .......................... ... ._._...................... .
.. .
.
...
.
..
. '?.
15.5 .1 atxloent only .._.....-....-'•"--.................................... ............. ....... ....... ............................. ............................. ...........................
.. .
............................. ._
.......................
.........
..
.
..
.
.
.
. .............................
. .._.........-..........----. ......................._.... . .
......
..
..
.....
.
, 5 Madan Title Will etenplfrom star tanaatess._..................
.............
............ .... _.
.........................-
.'
-.'--'---....-............ .
..
..
.
.
...
.
.................._...._... ............................
....
..
.
.
.
. ............................. ............................. . ..........................
.
,5.7 an othar aptldent.rld health (b).... .._.._._..... - .............................. ............ ............................. .............._........._.. ............................. .........
._................. .---........................ ........................... .. ............................. ........---'---............. .
..
..
...
._._.
_..
............................. ..........._...._..........
..
.....
.
.. ............................. . .........................._
1 S.a Fede W employees heats benel is program premium (b) .................
............
............. ..... _.........
. .
.
...
.............. ............................. . ............................
rompensation._._..........__._.._..._ ................................ .........._ _._...... ....... ......... ...._....................... ......................
.... _.
_
.
17.1 Omer Liability ............ ...........
.
. ............................. ........................... .. ............................. ............................. ............................. ......................._.... .................
.......... ........................
172 Other Llab9hy- calms made _._._.............................................. ............ _....._2.597 ...... ............... ..319 ..........2.279 ._......... ............ ..... ..............
............. .. ............................. ........... ............. ..... ............................. ............................. ........................260 . 305
...............
..2
.
17.3 Expose worksn'canpernsallon._._.....___.............. .
.
.
10. Products 9.b%Ity_.._..... ...... ............. ...... ............................
._...
............
19.1 Private Pe benlief who no-fah (Personal in pry protectlon)......... _ . ............ _................... ............................. ............................. .....................
........
.. ...........................
.. ........................
19.2 Other
pdvele passenger aura Oablllry...... _.......... ......._......... .......
...._.....
................. .__...
....... ._........ _..... _..
_.............. ......... _.
............................ .... ................. ........................
18.3 Carrv,terdtl sun na4aul1 (personal Injury protection) ...................... ............ . .......................... .. ............................. ............................. ........
..................... ..............
..
..
.. .
.
18.4 Other oonererdal tulo Oab9lty _-__....... _.... _ ........................... ..
. _ .........
................ ...
.....
.......... .......... ........
_. ......
.... _ ......................
.............................
...........................
..
.............................
.............................
.......
...........
......
. .
.
..
..
.
..
. ................. ... . ............................
21 ., Pnvats passenger auto
physical al damage ............. _.........................
............
..........................
........._.........._......
.............................
...........................
..
.............................
............................. .
.
..
.
..................
....
.
. .
...
.....................
. ............................. . ............................
212 Commercial a sun physical demsge..._..._ ......................................
._._.....................
.............................
.._._......
.............
.
....................... .
..
.
. ............................ . ............................ .
...........................
22 AIrcnR (AN perils) ........ ._.....__.__.__..---'
23. Fidelity ................... .
.._._._ .............
.. .
......
........
...
......
..
.
....
...
:
24. surety .................................................. --- ......................
....'
............
...... _ ..... _ ........(21)
.
............ 182
...._.
... .
.
....... _ ......
............. .
.
.
..
.......... ... ............. ... .
..............
.
.. ......................... ..
..
.............................
.............................
.............................
.............................
..........................(7)
.
...........................
29. Burglary and theft ._.-....v._.._ ............._................................ .... _.......... _..........
27. Bollef &W machinery._..__..__...... ......... _...................... ............ ..._....... ......_....._._._....... ................. ....... .
28. Cndt.._._-....__.
34. Aggregar wntelne la other lines of business ._ .............._.. ...D
TOTALe a) 1 2.576 501 0 2 278 0 0 0 0 0 0 253 2.305
DETAIL.D OF WRR!-MS
3401. .__.._...--- .................... -.............................
3102. ........... ._._.._.......... ...._.__..__............
3403. .................................. ._.-------- --------------- .._.-.__.........
3498. summery M renrMrlg wrtteane for Une 31 from ovemow page.. ...... ........... ...............'---------"D ...........................D D D ........ .............................. ...........
......-- - ---... .............................. .............................
3199• Taal Linea 340f tlvu 3403 es 3499 a 34 above) 0 0 0 0 0 0 0 0 0 0 0
(a) Finance and ssMa charges not included in Lines 1 to 35 S 30
(b) For health butlness an indicated Ones report: Number of parsons insured under PPO managed are product . ........ .... .................. and number of persons insured most Indemnity
on products
1111111111111 111IM111111111111111 1 1111111
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
rD
NAIL w u cone 1226 ulrecl 9uslness In fie state 01 1exas Uunn trie Year 2U111 NAIL [- m an Loae 2yb1:1
Gross Premiums, Inducing 3 4 5 6 7 8 9 10 11 12
P•licy and Menbe"Np Fees.
I
Lass Realm Premiums and Direct Defense
Premiums on Policies not Taken Dlvi leMs Paid Direct Defense Direct Defense and Cost
1 2 or Credited to erect Cost and Cost Containment Commissions
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes, Licenses
Una of Business W,1 _ P.- en 111- B.M- Remi,xn Amens. Id,MuMine -1-1 I-rred Losses Unpaid Emense Paid Expense I-,,.d Unpaid Expenses and Fees
....................... ................. ............ ............................. ............ .................
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3. Fermowhen rtsdtlpte peril.......____....__..___.....-___......... ............................. ............ ................. ......... .................... ........... ......?'----......
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5.1 commercial nadtple pod( (non-9ablity "on)._.................... .........
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52 Commercial f ul" per0 (Dab" portion) .................. _......... ................. ............ ............................. ............ ................. ......... ....................
.......... ...................
S. Mortgage par.my.»..... ._......_-_____._....._. _ ....._....._------. _ ._..........___._...._. ---'--._..__._._ _.-.__._._.._._. _......------- •... ........ ......_.................
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10. Financial 9uaranty......_......._.__......._.._..__......... ......... _ ............... _.._ ........_._.........._._ ......................... .... ....... _._.._....._ --'-............... ....
..... ............................. ................. ............ ............................. ........... .................. ......... .................... .......... ................... .........
. ................... .......... ...................
If. Medical prolwlaW llaWlry-........ .... -_ ............. .'................ ....... .......... .__.._....._. . ............................. ........... .................. ......... ........
............ .......... ................... .......... ... ......... .......... ...................
12. Earthquake ............. __...._._.... ............ _ ............... _................... ...... ...... _..._............. ..._._._.................. ......... _.................. ..............
...... ......... ............................. ................. ............ ............................. ........... .................. ......... .................... .......... ..................
. .......... ................... .......... ...................
13. Group accident and health (b) -'-_._...... _ .......................................... .... ........ _. ................ ............ ............................. ........... .............
..... ......... .................... .......... ................... .......... ................... .......... ...................
14. credit accident and health (group and IndMduaO .......................... _......... ................ ............ ............................. ........... .................. ......... ...
................. .......... ................... .......... ................... .......... ...................
15.1 Collectively renewable accident and health (b)_ ................... ............. ........ -......... .---- .....-... - ......... .................... .......... ................... ...
....... ...................
152 NOncanoeiabla acdderd and health(b) __..._ .......................-.......__.
153 Guaranteed rarlhivable accident and heath(b) _......._._ ............. _...... _..-. .... _.................... _ ............................. ................. _.._...... .................... .
........ ............................. ................. ............ ............................. ........... .................. ......... .................... ..-.---... ................... ....
.... ...................
15.4 Non-renewable for dated reasons only (b) _._..._ ........................................ ....... _..........
153 Other accident only ............. _...... ..... _........ _ .............. _..................... .......... ...................
15.8 M•dkan Title Will wrnpt from sate axes or to"............................. ............... ...... ........... .................. ......... .................... .......... ...............
.... .......... ................... .......... ...................
1 end health (b)...... _.-_........._.._._..__._. ...._._... .._..._........ _._. ... .................... _..__. ._-......................... _............... ............ .........................
.... ........... .................. ......... ..... .............. ..._... .. .._ .......... ...... ..... ........
15.8 Federal employan heats bansOts program premium (b) ............... _..-. ................ . ............ ............................. ........... .................. ......... ............
........ .......... ................... .......... ................... .......... ...................
16. Workers' conperlsatlon..._ ..................... _.._..... ................................
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17.1 Other Liability - occurrena....____. ................. ............ ............................. ........... .................. ......... .................... .......... .................
.. .......... ................... .......... ...................
172 Other Uabtlky-claim.made _.....___._.... ...... ........... ..................... _..... .
17.3 Excersis workers' CortpentlDdl _ ............................ ............. . ......... _.._............... ........ .......... _.... .... ......... ............................. ..............
... ............ ............................. .......... .................. ......... ................. .......... ................... .......... ................... .......... ...................
19.1 PINate passenger auto no-fault (perepnal I*ry pateNon) ......................... ............................. ............................ ................. ............ ...................
.......... ........... .................. ......... .................... .......... ................... .......... ................... .......... ...................
192 Other private passenpx auto liability ............ ...................................... ....... .... ............. _.......... ........................._..
19.3 Commercial auto no-fault (personal Injury protection)._......_ ............._. ............................ ................. ............ ............................. ........... ........
.......... ......... .................... .......... ................... .......... ................... .......... ...................
19.4 Other commercial wro .......... .................. ......... .................... .......... ................... .......... ................... .......... ............._._.
21.1 Prhate passenger auto physical damage...._.._ .......................................... ............... _............
212 Commercial auto physiaf damage .................................................... ..........................
22. Aircraft (alt pants>._.._...._...___._.... ................. ............ ...._....................... ........... .................. ......... .................... .......... .............
...... .......... ................... .......... ...................
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24. Surety ._•-•---...... _.__.._.._...._._...._..-'---....._.__._......_..-_..... ........... ...... ..1.945 ..._..:.._.-..__.._.. ......._.__.... ._.923 ....................9.463 .................
....9.463 ..._................ ........ ........... ..........2,02f1 ......... ...-----...2.520 .......... ..............500 .......... .............(1621 .......... ...........1.561
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35. TOTALS a 1.971 1.945 0 923 9,463 9.463 0 2 020 2,520 500 162 1581
DErA LS OF WRrrE4NS
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
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N111U LdrDu Lode 1228 Direct Business In the state of Utah Durin the Year 2010 NAIC Com an Code 29513
Grove Premiums, 4nduding 3 4 5 6 7 6 9 10 11 12
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I
Lau Rarum Premiums and Direct Defense
premiums on Polices not Taken tlivid nds Paid Direct Defense Direct Defense and Cost
1 2 or Credited to and and and Cost Containment Commissions
_ tared Premiums Diraq Premium Pogcyhokfers Direct Unearned . Direct Losses Paid Dired Losses Difact Containment Containment Expense and Brokerage Taxes, Licenses
2.1 Allied Ones ........... ............. _................... .............. ......._........._.........
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5.2 Commercial multiple pod nlablDry portion) _-'-•----'------._-._. _. _. ............................ ............................. ............................. ............ ..
.......... ............................. ............................. ........... ..................
6. MorWW 9uvamY_._.......»___....._.»......»............... ».............. .------ -------------- ._._.....
11. Medical prolmlonal liability __......--.-................. »....._.»._............. _........... ....... » _.............. »....... .............. ......... ..... . ............................
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14. Crack amidaft aed health (group and Individual) ._..._ .............».
15.1 C eetMly renawaDla axkfant and health (bJ._.._.-.._..._ ...................._
= ........... ................. ............................. ............................. ........... ..................
15.2 Non-unodaWs aai6n t and
(b) ».?.» ................. -....... - - --'--
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15.3 Guaranteed nerrevnble accident and health(b) .............. ............. ....... _ -.._ -._................... ....... -................. .._..._.._............. ........ _..........
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15.4 Non-rave-ble for stated reuaM only, (b) ............................ _..............
............................ ............ ................. ............................. ............................. ........... ..................
15.6 Medicare This 7Mll axempt from state tfusa or fees. _..._.......... _ ............. _..........
15.7 Alt other aunt and health (b) _.._........... ......... ........... ......... ...........__ .........................»..
15.8 Federal enplayeas halts be ne8h program premium (b) ....._._.................. ».».
............................ ............................. . ............................ ............................. .............................
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17.1 Other Liability - otoumena _................................. ....... ...................... ................... -- .........._ ..__....._.... ............... ...........
... ............................. ........... ..................
............................ ............ ................. ............................. ............................. ........... ..................
17.3 Excess "ftn'compensation »....... _.......... _ ............................................ _....................
18. Producb gawky -._.-..»_»' ............................. ............................. ........... ..................
19.1 Prints, paseNger auto no-fault (personal Injury protection) ................
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.
..........
..................
19 .2 Other private puanger auto ............... _.................... .......... ............................. .. ... ..
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19.4 Odor commerdaf sub llahefty..-............._. ................... . ............ ................. ........... ... ............................. ........... ..................
21.1 Private paeeenmger auto phyekaf amage..._.._....._...---*
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21.2 Commercial auto phydcal amage.._... _
.._.....»...».
22. Aircraft (all perna).................. _........................................
24. 5uely........-._.......... ......... ................ ...................................... _. ......................... __..........»...».....» _.._..._---._._._ .......................
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DETAILS OF WFIRE4NS
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INNNN?NINI?NN?I?NIIMI??NI?II?N?II?IIINII
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company,
(b) For heehh busineee on htdbeted lrroe report: Number of persona Inured under PPO managed cam products ••••• .............................._. and number of pereom Inaurod under Indemnity
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ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
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NAIC Group Code 1228 Direct Business in the state of Virginia Dunn the rear Zulu rvt+tI UO m an moue ??o 0
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Policy and Memb.rehip Fees, Dined Defense
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ees
............................
2.1 Aftdllns ....................................... _........... ........... »................ ............................. ............................. ............................. ...........
.................. ............................. ........................... ............................. ............................. .............................
2.2 Multiple Penn crop ........ _......... ».__....... .................... ......... ............................. ..... .............................
......_....
.................
2,3 Feel" flood ........ _ ................... ............................ ............................. ............................. ............................. ...........................
.. .............................
............................ ............................. ............................. .
............................
.............................
4. Honaownare m ldple peril ....................... ......... ......... _........ .......... ............... ... ............. ................ ............................. ...................
.......... ............................. .............................
5.1 Comenmdu mrPople peril (non•nab9ity portion) ...-......_._...- ...................... . _. ............................ ............................. .............................
52 Com omial mA6pie p.r0 (nabnity portion) - ................................................ . .... ............ ............. ............................. ............................. ....
.........................
8. .1.11. remy__._.... _..... ........ ..... _ . ............................. ............................ ............................. ............................. ...........................
.. ............................. .............................
8. Ocean marine -........ _.......................................... ................... .......... ............................. ............................. ............................. ..
........................... .............................
9. Ward marina ....... .................... _..... _..................................... ................ ............. ............................. ............................. ...........
.................. .............................
10. Financial guaranty........ ............................ ........ .......... ......... .................».......... ......._._---------- ...... .._-._..._------------ .... ........................
............................. ....... -....... ............. .................... ......... ..................... ........ ..................... ........ ................. ..... ....... ...........
.................. .............. ...............
.......»............
11. Mocked professiaW lNbnhy....._....._.......... _ _ .................... . _ ._ ............... ....... ............................ ............................. ...........................
.. ............................. .............................
............................
.............................
............................. ............................
. ............................. ............................. ............................. ...........................
............................. ............................. .............................
14. Credit accident and hsdm (group and lMividua) -....._.._.._._. ........ _................... ............................. ............................. _.......................... ...........
.................. ............................. ............................. ............................. .............................
15., CaflecrMly renevrable accident and health (b)............».»..». ............................ ............................. ............................. .............................
152 NmpnalaM. acdeere end h.aM(b).... ...... ............... -......................... .__"'--•--............... ................ ....._...... ............................. .........................
.... ............................. .............................
15.3 Guaranteed nx so socident and heath(b) _.._..__»' ..... ........................ ............................. ............................. .............................
15.4 Nafranewable for stated rsaeom only (b) -......_.__.._........................... ........................... ............................. ............................. ....................
......... ............................. ............................. ......---- ................. . .............................
15.5 O1har accident a*.____..... ...-...... -.__..... ............................. ............................. ............................. ............................. ...................
.......... .............................
15.6 Me== %Vnl exertpt Iron cote fazes .fees...-.._ ............. ._........... ._....................... ................... ..... .... .................. ........... .........................
.... .......................... ... ........... ..................
15.7 AS rtt nd health (b) __...._._..»_.._............... ............................. ............................. ............................. .......... .......... ........................
..... ............................. .............................
15.8 Faderd employees Ileahh Deneflts program premium (b) ............................. ............................. - ......... .»...... ................... ............................. ..........
................... ............................. ............................. ............................. ............................. ............................. .............................
16. Wwk@Woarp.nw6an ............................................ ............................. ..... ..-..................... ............................. ............................. ...........
.................. ............................. .............................
17.1 ORW Liabflfly • ooeunena-...__......... ..................... ............................. ............................. ............................. .............................
17,2 Other Liability . ddm s made ........ ......... ............................. ............................. ............................. ............................. .............-
.... .............................
17.3 Excess workers'compensation......... -- .................... .... - ................. ............................. ............................. ............................. ...............
.... ...... .... ............................. .............................
...............
------ .......
16. Products Ilabinry.......... __.._......_..... _................................................. .......».....»............. ........ ...... ............ ---------................... ....
.............. ......... ............................. ....................... _._. ............................. ............................. ............................. ........................
..... ............................. .............................
19.1 Private pa w ger autono•feulf (personal inp.y protec on).. ................. . .... ...................... ................ _........... ............................. .».......................
... ............................. ............................. ............................. ............................. ............................. .............................
192 OIMr private passenger auto flabl ity........................................ ............................ ............................. _....................... ..._.......................
. .................. _.... ..... ............................. ............................. ............................. ............................. ............................. ...............
.............. .............................
19.3 Cawrlerdd auto no-huh (Pw.onal Injury protection) ..........................». ............................. ............................. ..............-.............. ....................
......... ..................... . .......................-..... .............................
19.4 Oflar commercial auto llebnity..................... __ ..................................»... ............................. ......... _........ ........ _ ........................... ...........
... ........ ».... ............................. -------- ............ _....... ............................. ............................. ...... ..................-.... ............................
. ............................. .............................
21.1 Private passnger auto physical damage....... .......................................... . ............................ ............................. ............................. .........
.................... .............................
212 Commercial auto physial damage __...._....._.... ...................................... ............................. .......... _................. ..... .....................
_ _........................... ............................. ............................. ............................. ............................. ........... .-....-----------
.
22. Aimxaft(aM parih)..'----_.....»»..._»......:._......-'--`---._......_._ ........... ..._._....... _............ _............... _..--_.. ......................... ..... ........
....... ..... ............................. ............. ..........__.. ............................. ............................. ............................. ............................. ---..
................... ..... ......... ..... ...............
23. FideAly..._..... ...... ............._.............._.......».__..........-..........._............ ...._..........._.......... ....................... - ----------------------- .................
............ ............................. ............................. ............................. ............................. ............................. ............................. ......
.......................
.. ..................
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24. Surety._._._-....._...._.-___..__..._._.....»......_._._.__._...». .................... _....... .............. ---•.......... .......... .............. ... ............................. ....
......................... ............................. ...........................
26. Burglary and Staff ............... ............... ._.._ ._..».....»......_.. .....»_.»_.._..._ -.... _ ................ ............................. _....._»........».... ..........
....... ........... ........................... ........................ ........................ ........ .....................
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onry proaum
INNN?n?NIN?I,NhNINN?MINII?NI??N?N????1?
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
D
EXHIBIT OF PREMIUM5 AND LU55t5 (
NAIL Gross Code 1228 Direct Business in the state of Washin on 51atUtory rage 14)
During the Year 2010 NAIC Com an Code 29513
Gross premiums, glciu i g 3 4 5 6 7 E 9 t 0 11 12
Policy and Membership I-.
Dlreet Defense
Lea itetum Premiums and
Premiums on Pallet not Taken DWidanda Paid Direct Defense Direct Defense and Cost
i
t
C
mrNssions
C
1 2 or Credited to end Cost and Cost nmen
onta o Li
T
01", Prendums Direct Premiums PoOgholders
?p..__. Direct Unearned Direct Loasea Paid
u.,r....u..,...s..,..t Direct Losses
uN,,...n Direct
Losses Unpaid Containment
Expense Paid Containment
Expense Incurred Expanse
Unpaid and erokarage
Expenses. censes
axes,
and Faes
................ ............. ............................. .............. ............... ............. ................
.........................................
2.1 AEied lines .......... .................. .......... ................
.............................
...... ..........
.. _.........
...................
..........
............. ..... ... ...... .
2.2 Multiple Will crop ...................... ..:, .... ............. ............................. ............. ................ ............. ................ .............. ............
... .............................
2.3 Federal Eood._.__._..._._..._. ............ ................ ............. ................ .............. ............... .............................
3. Farmowners Itedtlple peril __..._....... ...................... _......................._ ............................. . ........ ..... .. ............. ...»............. ........... .......
................... _. ......... .................... .._................... ...... ................ ............. ............................. ............. ................ ............. ........
........ .............. ............... .............................
4. lbmeowrrent n.Aple perll.._.._.............. ............... ............. ............................. ............. ................ ............. ................ .............. ....
........... .............................
5.1 Commercial mitlple pull (noMlabtiity, portion) ................. __........... ............ ................ ............. ................ .............. ............... ...........
..................
52 Cannnardal multiple pars (llabllty, portion) ...... _............ ................. ...................... ...... ................ ............. .............. ............... .......
......................
................
.
8. Mort . guaramy _.......................... _........... _.. ...... ....... ............... .............. ............................. ............. ................ ............. .......
......... ............. ................ ...........
.
It. Ocean marine................ _ _ ........ .................... ...._.........._.... ....... ............... .............. .............................
_
9. Mandm nMe_........._...--_ ._........_.......- .................._-.._. .._......................... ....... _...... ......._...
.. _......._....
... ....._..
.. .....-__.... ........
... ...... .................. ................... ..... ............ ............ ........................ .......... .............. .......... .............. ......_... .............. ..............
..........
10.
n guar ....._..._..._'___------- _.._._._..._ ..............._................ ................._....._... ............. ............ ...._---- _..... ...........
............................
.............
................
............
.
................
.............
................
.............................
11. Medical professional liability --...... ....... ............................................ _.......................... ............... .............. .................. ........... ............
................. ......... .................... ...................... ....... .... _......... ............ .. ............................. ............. ................ ............. ............
.... ............. ................ .............................
..............
..............
............................
.
.............
................
............
............... .
............ .. .............. .............................
13. G" = and health (b) _.__--_-_...._...._-...._.._.............. ...... ............................. ......... _.... .......... _.. .................. . _..... _. ........ _................. .....
.... .................... ..................... ....... ............... .............. ............................. ............. ................ ............. ................ ............. ......
.......... .............................
14. Credit aoddent and health (group and Individual) ........_..'_'- .................. . ............. ................ ............. ................ .............................
15.1 Collectively renevnble accident and health (b)---.._................................ ....... ..... ...................... ....... ............... .............. ...........................
.. ............. ................ ............ ................. ............. ................ .............................
..............
15.2 Non-ancelabN aoddam and has") _.-................. ...... ............... ............. ........-.................... ............. ................ ............. ................ .....
........ ................ ...............
15.3 Guaranteed renewable accident and health(b)._._.___.....-...... ............... ........ ............... - -' .............. .............. ............................. .....
........ . .- ............. ................ .............................
15.4 Non•rerteaable for stated reasons only (b) ..............___.........
15.5 Other accident only
.»......._.___..._._.
.....-..... .
..............
........
..................
...
......................
.......
............
...
..............
.............................
.............
................
............
.................
.............
................
.............................
15.6 Metlkan TIIle XVEI alwrpt hom slats taxes ar tease .............._...-...-....._._ . ................. ............. ................
............
.................
.............
................
.............................
15.7 AN other accident and health (b) .... .... _...___.................. ............................ ............. ................ ............ ................. ............. ........
........ .............................
15.E Federal employees heats bene5ta program premium (b) ..- ..................._... . _.... ............................ ............. ................ ............ ................. ....
......... ................ .............................
18. Workers' oonp itgadon ...................... ..... ................................................... .............. ...................... ....... ............... .............. ........
............. ........ ............. ................ ............ .................
17.1 Other tlabll y,-oaurterroe_...__._........._---__._...
- ............................ ............. ................ ............ ................. ........ ..... ...... ...... ...
.
......_.......... ..........
...
.
172 Other Liability -dalma made.....»_........_......_............ ........ ..................... _..----------------- ------- ....-.......... .............. ............................. .....
........ ................ ............ ................. ............. ................ ........................
.
17.3 Excess worker' conpsosstim ».___..... __............................... ............... ..... ......... ............. ................
............. ................ ............ ................. ............. ................ .............................
19.1 private passenger auto no-fault (personal Injury protection) ......................... ._. _..... .......... .. .... ......... .............. ...... ........ .................... --------
------ _----- ------- ............... .............. ............................. ............. ................ ............ ................. ............. ................ ......................
.......
.
.
192 Other private pasesrger auto sabstry.......... ,............ ........... ......... ------- ...._..__.-------------- -------------- -------- _.._ ..._............ ........ _. ......
_....-.._.-.._.» ........ ..................... ...................... ....... ............... .............. ............................. ............ . .....----- ...... ............. .........
....... ........................
...
19.3 Coni nercial aura no4au t (personal injury protection) ........... ....................... ........ _................... ------ ------ ----- -------- ._...._..... ..._..._.. --------------------
--- ........ ......... ...... .... .._.... _............ .... ... ............... .............. ............................. ............. ................ ............ ................. ..........
... ................ ....._.......................
19.4 Other cdnrneccial sub sabssy, _.-_-_-___...__.....__......_...... _._............. _ ....» ....................... ............... _............ ._....._------------------ ........ ...........
.......... ............... _..... ....... ............... .............. ............................. ............. ................ ............ ................. ............. ................ ...
..........................
21.1 PAvate passenger auto physical damage _.......... ............... ............................. ............ ................. ............ ................. ............. ..........
...... .............................
212 Commercial auto physical danpa...... ............... .............. .........-.................. ............ ................. ............ .---- ..... ...... ............. ...........
..... .............................
22. Aircraft (alt WIS) ..........._..._......._....._....._. .... .... .. .._ .............. . __........-.... ........ .............. ............... ............................. ............
................. ............ ................. ............ ................. ...........................
23. Fkmty._.-.._._.-.__..... ..... . ..... ....... ........ ............ ..................... ........ .... ..... ............... ............................. ............ ................. ....
........ ................. ............
... ...............
.
............... ..............
....................2,739
24. Suety.-"_--"---.r.__...... ... ............. ............ ....................... .._. ........ ....... _........... ................... _ ........ .............. ............... .............
................ ............ ................. ............ ................. ......... .
2E. Burglary and theft `-----' .......... _._ .............. ........ ................... .................... ........ .............. ............... ............................. ............
................. ............ ................. ............ ................. .............................
27. Boiler end. ad nary _._.... ___........ _.... _............................... _... __---- - ............... ........ ..... ... ...... _._ ..__.....__. ......... _ ._._...................... .._.
... ..................... -------------- _..... ........ .............. ............... ............................. ............ ................. ............ ................. ............ ......
...........
28. Credll_....._ ............._._._._.__...._....._....._............._..........-....-.-_._.. ._..__..-_.............. ...... _...... ............... _--------- -. ...._----- _.............
_............ ........ .. _._............. ._.................. ........ .............. ............... ............................. ............ ................. ............ ................. ..
.......... ................. .............................
30. Warranty ................... _.._....._.......... ._ ......................... .........................
34. Aggregatewrhe-kuforother0-9of business .................................... ....... .............................
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3499. Totals 3401 t ru 3403 3a above 0 0 0 0 0 0 0
.........._.........
(a) Finance and aaMa charges not Included in Lkrs 1 to 25 $ _ ...............
(b) For health business on indicated Ines report: Number of parsons insured under PRO managed are products ._.... ...................... _ a- nurnoar or parwm ,..urea under ..s,.n..........
sow,,....
II?I???N?N???N?NRNN?N?????N?NI?
ompany
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company,
(b) For MaIM dninan on bdkated fines report: Number of persons inured under Poo managed are products _._....... ......................... end number of persons insured under indemnity
only products ...................................... .
I?N???? ?I??N?N?I?N?NN
l?t
ompany
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company,
EXHIBIT OF PREMI UMS AND LOSSES ( Statutory Page i4)
1228 Direct Business in the state of Wisconsi n Durin the Year 2010 NAIC Co m an Code 29513
Gross Premtms, IrWuWrp 3 4 S 8 7 8 9 10 t t
PoDrry and MerrdereMp Fees,
Dlred Data
nae
and
Less Realm Premiums
PMMums on Po9dn rat Taken ONdenda Paid
Direct Defense
Direct Defense and Cost
1 2 or Credited to and Coss and Cost Containment Commissions
Diced PraMums grad Premiums PbBcyhoklan
Diced Unearned Diced Looses Paid
Diced Losses Dlrad Conteinmsnl
.. .. ___i:.
____._Containment Expense and Brokerage Taxes,
vnanene m
c:_...rw F a
(CO
G
1. Fire..__............
2.1 AMW lines........
2.2 Multiple peN crop_ .............. .................................................................. ................... .......... ...._..._................. .... ........ ........
....... ............... .............. ........... .................. . ............................ ............. ................ .............. ...............
..........
.
...............
.............................
..........
...................
2.3 Federal flood ................ ____
_.__ .......... - ..................... _. .............. ». .......... ................. ............... .............. ... .................. . ............................ ............. ........
........ .............. ............... ............................. ..
.
..
.
..........
...................
3. Femrownan multiple Peril ...... ....................................... ....... .............. ............... ............................. .............. ............... ..............
..........
.. .
.
...............
4. klorrteosatsn muli padl »_........ ...»................................................. .............. ............... ............................. .............. ............... ....
......................... ..........
.
..... .
.
...................
5.1 Cdrrcardal mltoe peril (-Iabilly portion) ........ ...... __.......»............. ....... ._.......................... .. ....................... ....................... ...
.
.......... ...................
5.2 Connrondd mMlple pall (IlaDllhy, pPortion) »._._.._ .................................... ................... .......... . ........... .................. . ..............--------...... ........
..... ................ .............. ............... ............................. .............. ............... ...... ......... .................
..............._..................
8. Mortoage lptnmy...»............... _.......... ___ ........ »....._.. .......... ........
....... »._..... _. ..._.........._........_ »........... ............
_. .....».... ...............-.. . ............................ ............ ................. .............. ...............
..........
.
.
.......... ..
..............
...
.....................»
0. Oaan merino _._......_.__........... ........ ............... . ....... .................
. ........
_. ......_............_....... .._._._.?__........ .._.......... ............... .._....... .................. . ............................ ............ ................. .....-........ ...........
.... ............................. .............. ...........-... ..............
.
..
.
. ....... ...................
10. Financial gumemy.._.».»_.._»......._...---....... .................... .......... _....» ........... ....._.» .»........_._.__._» ..».._.................... ........ ..... ..........
.... .......... ................... . ».....»................... ...... ............ .............. ............... ............................. .............. ............... .
........................
11. Medical profenionaf lablllty»_..W....... ...._._.....»._._._.............. ....»... .....»._......._ ....._... __._..._..._..»..... .... .._................... ........ -.... ...
....... _. ...... _.. ................... . ..........._............... ............ .. . ....... ...... .............................
......................
..
..........
.... ..
12. EaMpuako.-.». ..Y....._._.__.-___.....»_»..._ ............. ............... ............ ................. .............. ............... ...... ........ .............. ............... .
....
.
13. Group accident and nWm(b)_ .....»...._..._».__........_._ :................... _. ................. _ .......... ........... ...... ........... __......................... ......
_...... ............... .......... ................... . ............................ .... .. ................. .............. ............... ............................. .............. ..........
..... _.
.........................
..
.....
...... ....
.. .................
14. Craft sodderit and hWff(group and kdWduaf).._.... _ ................ ............. .... ---..».. ........ » ....... _................ ................ ---....... .............. ............... ..
........ ................... . ............... ......... _. ............ ................. .............. ............... ............................. .
.....................
15.1 CdIedNNy rensrrabM accident and heelm (D).............. ................----__ ....._........... _......... »....»__.---------. ....._...................... .............. ............... .
.
..............
.............................
..........
...................
152 hbnbmaelaNe aoddsm and health(b) ..._._.»....... ......... .. ................. .............. ............... ............................. ............. .
ts.3 Ouararaaed renswe a aceNaM and hedff(b) •---------...».._.._. ................ ..------ ---................
.........
...................
15.4 Non.rerrwade for steed reasons only (b)Y.................... ....» .............. .................. ._......_ .»._.............._....... ................... ......_.. .............. ...........
.... .......... ................... .-.................. ........ ............ ................. ............. ................ ............................. ..
..
.... ................ ............................. .
.......... ...........-----..
..............._......
1b.b OtMraaddsnt .»._.........._..................... ._._.._._..... ........._ ........._.................. .............. ............... .......... ................. ................. ...........
. ................. ............. ................ ............................. ...
.
.
...........................
.
..........
...................
15.6 Medan This %VIII exsnpt horn shu tarn or tan.... ................ ........._.... . ......... ................... ............... ..... _...... ............ ................. ............. .
............... ............................. .............
. ................
...........
. .
.... ............. ............ ........ .. .................
1 5.7 AM offer aeddem and health .._.r......_ ........... ........... ........ ......... .. ........ .............. »............. ......... .... ............... .......... ..... ............ ......
.................. ......... ............... .......... .............. ........................ ........
. .
. ......................
.
. .......... ...................
15.8 Federal enployaea health benefits Program premium (b) .......................... ... ................. ... ........ ...... _.................... .... _......... ............ .............. .....
.......... .......... ................... .._......................... ............ ................. ............. ................ .............................
........ .............
............. ................
................ .
....
............................. .......... ...................
16. Workers' compenaikin .._ ....................... .... ............. ................ ..................... ........
.. ......... ....................
17.1 OtMr LW ^ - occurrence »»............ ........ _............................ .__ . ........ _...... ... ..._..................... __ .......... . .......... .............. .. .......... ........
........-.. ....... _.................... ............ ................. ......... ... ................ ............................. .............
. ................
................ ..................
.
............................. ......... .............. ..
172 Other Liability dormsaside .........._.._..._..__..._._.,................ .......... ..._. ..... .......... ................... ............................. ----- ................. .........
.... ................ ............................. ...........
.
.
..... ................ ............................. ......... ..................
17.3 Exass worker' tlon............. -- ........ ........ ............... .... ......... ............... .. ........ .................. _......... .... ...... -.... _....._.. ............. ..........
...... .......... .. _............... ............................. ............ ................. ............. ................ - ...................... ....
... .
.
...... ............................. ........ ..................
18. Product laWgry..._...._............. .......» .... ................ .......... ................... .................... _....... ............ ................. ............. ................
............................. ............. ......
.
. .
.... ........... ....-....
19.1 Private passenger auto no4mdt (personal Injury Protection) ......................... .................. ........... .......»_.._.............. ..... »................. ». ............. .........
....... .......... ................... .................. _......... ........... .................. ............. ................ ............................. ............. ................
....... .............................
............................. . .
..
...... ..................
19.2 GOror pdfats passerger auto 9aGOty.._................ .......... ................... ............................. ........... .................. ...... ....... .. _............ ..........
................... ............. ... ..-...
... ............................. ...... ..
19.3 Carrrnerold moo no•fauh twifornad Injury Protection) ..................... ............ ....... _......... ........... .................... ..._.... ...-.......... ........... ...........
.. ................ ............................. .............
..
......... .............
................ ............................. ......... .-..................
19.4 OMer anaardd au1011811 .................. -.................... ...................... _. _ _
- _ .... ................... .._......................... ........... .................. ............. ................ ............................. .. .......... ............................. ...
... ..................
21.1 Private paeaanpar auto physiW G .._......_ ..........................
mega...... _ ..... . ..... _._....... ...... _ .. ........ ..... _ -._._.. .. . ............. ......._
. ............. ............... ... ...... .................... .... _....................... ........... .................. . _.......... .............. .
. .............................
.. .............
............. ......
................
.............................
.........
....................
212 CommeMal auto Physial damage...-.__........ _ ........................................ .................. ........... ..»...... ._....... ........ ........................ ............. .........
....... ......... .................... ............................. ........... .................. ............. ................ ........................... ....
... ................ ............................. ------- .. ....................
22. Mrwah (am Par98) --------- ---- ------ _..._----- ---- . ............. ................ ..... _.. .................... ............................. ........... .................. ........
.... ................ ............................. ..
.... . ....... ................
..... ......... ....................
23. Fidelity ._......_........... _._ ........................................................................
24. Surety ..................... ........._......................... _.............. .................. ........ . ..................
................. ...........
.. .11,010 .............................
............. _.._..9.148 ...... _.....................
»......... ........... _._. .............................
.......... _.........1.945 .........
.... _... ....................
.................... .............................
.... ...... ................. ...........
........... ..................
.................. .............
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................ .............................
............................. .............
............. ...............
................
.. .
................. .._3.300
............................. .........
......... ............1.867
....................
26. 9urglery and droll .................». ............. .......... ............................ ..........».............. ._......... ................ ......... ...... -............ ...............
.............. ........... .................. ............. ................ ............................. ............. .............
.
.. ............................. ......... ....................
27. Boller and mm;Mnery ........... __._........... .._........ __ ................................. ................. ............ _................ »........ .................».......... _.........
.. ....... ......... ..._.... .................... .........................._. ........... .................. ............. ................ ............................. ............. .............
. ............................. ......... ....................
28. Credit ...... .._................ _.......... .............. ............................. ............. ................
.
....... ............................. ......... ....................
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DETAILS OF WRrTEMS
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..... ........... . ............
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(a) Flans and nrYfee charan not included in Unit 1 to 35 9 ........................»............
(b) For health business on irdksted beet report: Number of Persons Insured under PPO managed are Product ...................... ............ _ ono nurser at P--.n- wn,.r „n:r -_
INNNNIIIIINN?NINN???N?ANNMNN?N?II?N?I
ANNUAL STATEMENT FOR THE YEAR 2010 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
tD
NAIC Group Code 1226 Direct Business in the stat e of Wyomin g oun the rear zu1 u NAIL, L,o m an Uwe cvo 0
Grou Premiums. Including 3 4 5 6 7 6 9 10 t i 2
Policy and Mem6ereNp Fees,
Direct Defense
Less Retum P
PmNums on Pol remkirm and
icies rat Taken DMdands Paid Direct Defense Direct Dole- and Goat
1 2 er Credited to and Cost and Cost Containment Commissions
Direct PrerMunq Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct
i Containment Containment Expense
'd and Brokerage
E rases Taxes, Licenses
and Fees
Line of Busl ass, Written Earned on Direct Business Premlum Resenres (deducting selvage) Incurred Losses Unpa
d erase Paid Ex nse Incurred Un
1. Fire ...... _ ............................. _............... _....... ........................... -.............. .............. _....... ....... ......._.................... ...................
.......... ............................. . -................... ........ ............................. ............................. . ............................ .. ........................... ....
.........................
z.1 A91w nMe __ ............................ _...................... ........................................ .......................... ............................ . ..._..........
..........._. ............................. ............................. ..... ......................... ......... ....... ............ ......... ......... ............... .......................
...-..
22 Multiple paid c" .............. _.._. ......... .................... ............................. ............................. .. ........................... .............................
.
.
2.3 Federal food........... .... ._.......................... ..... _...... ............... . ............................ ............................. ............................. ............
................. .. ........................... ..........................
.
3. Farmoisnere R1,011ple peril------- .-_ ---------- ..... _..... ...... ...... ...... .............. .. ._.._.................. ... . ....................... _.._ .... _...... .-.._.......... ......
..................... ............................. .._......... ....... ........ . ............................ ............................. ............................. ..........................
.-. .. ........................... .............................
.............
....._... ....... .......
4. MorMowmsn dw%ple part ..... ...._._._...._..._.
................... .----
............................
................... ._..-
_.._..............
............ .................
.................. _......... .
....... ........ .............. .
.............................
............................. ..
...........................
.............................
5.1 conaMrolal mldtiple peril (noMpbNlry potion) .............. . ............................ .....................-...-'- ...........................-- -............................ .....--
---.................. .. ...........---............. .....-.......................
52 Cortmerclal mul" pedl (Ilabli ty potion)............ _......... . ... .
.
.
.. .. .. .......................
. .............
........... .... ........
......
.............................
............................. ..
...........................
.............................
.
.
......................................
6. Mort ..._ .............._.... ..._..........._._.. _..
......._.__.. .-_ ....._.._..... ............... _._._ .......... _....... ....... .................... _._.._ .................
....... ...............-....... ........................ ........................ ........................ ....................
..
9. Inland marine ......_____._.._.___._.__.__._...._....._...._..._ ................. ........ ..... -............ ....... _....... ....... __.. . ............................ ....................
.........
10. Financial WareMy...._.___._._.__._-........._ .............._.._......._......._. _.........._._..._...... .__................. _ ............... ......... __ ........... __............ .........
.................... ............................ . ............................ ............................. ............................. ............................. . ..........................
.. .............................
it. Medical professional liability _....._ .............._..Y...._........._..__..._...._...._ ...__........._......._. ................ ..... _._.. ...._................... _. __.......
................. ............................. ....................... _.... . ............................ ............................. ................ ......_..._.. ............................
. . ............................ .............................
12. Eertltquaks_...___'---..._...._...._._.__._._._....._.._.............. _..._._ . ................. _.......... ................ .. . ............................ .............................
............................. ............................. . ............................ .............................
73. Group accident and health ).... ......... ---.._ ........................................... .......... _................. ....... _._............. ......... ..... .............. .._....
....... ............
.............................
...._
......... .........
14. Crsdd accident and h* Mt (group and Individual) -...... .......... _._....... ............................ ............................. ......................... .............................
............................. ............................. ............................. . ............................ .............................
16.1 CodactlvNy raMwabla accident and Mehh (b)..... - ..................................... ._...................... ............ .... ........... _........ ....... .._-...._........ .. .............
_.............. ............................. ............................. ............................. ............................. . ............................ .............................
to ant health(b) --.... __........ _.._....... ..._.............
152 Moneertodabls ace
id,
158 Guaranteed renewable accident and hsehh(b) _........ ...... _.
........_........._ ..
......................... ....
........... ............... _
.....:
............ _.........
._..........................
.............................
.............................
............................. ............................
. ............................. ............................. . ............................ .............................
15.4 Norremawsble la anted reaserta only lbl ...._...._.__. ........................... ------- ._.............._... ....... . ......---......_........... ....... ......................
t 5.5 other aoddena only ....................................... ............................ ............................. ............................. .............................
. ............................ .............................
15.6 Medicare Thee XVIII me" horn state leas or pea.---...... ...................... ............ ................ ............................. . ............................ ...............
.....
._......
15.7 AN other accident and health (b) _._.._...._....»........... .... ............ ................ ...._....... ............................. ............. _.............. .......................
...... ............................. ............................. ............................. . .....---.................... .............................
15.e Federal employaa health beMms program prenium (b) ......................... _.. ...... ..................... _ ........... _................ ........... _....... ...... ...... ..................
.... ............................. ............ _............... ............................. ............................. ............................. .............................
. ............................ .............................
15. workers compensation .--.................. _................... .......................... .......... ........ .......... ............................. ............................. ........
..................... . ............................ .............................
17.1 t7lher .-_..-------......................
172 09ar Lwmty-claims made ..._........ _................................. ............................. ............................. ............................. ............................
. . ....................... ._. .............................
17.3 Emcees sro%.W conpanutpn._._......._.._. .............. _............. ........................... .........._..... .......... ............................. ..... __._.......__.... ............
................. ............................. ............................. ............................. . ............................ .............................
ii. products, Sabl9ay..._........._._....._.._.......... ................. _................. - -•-'--.._.._........_ ...
..
..........._..... ........
19.1 Pilate pataagar auto rig-fwh Oereatal Injury protwthin) _..-.......... ......
.
. ..........
.. ............................ ............................. ............................. ............................. ............................. . ............................ ...............
..............
19 Other private Passenger auto Oablli... ............................ ......
........
........ .................W .............. ..?....... ............
.......... ........................ ........................ ........................ ........................ ........................ ........................ ........................ .............
...........
19.3 Commercial auto no4suh (personal Injury protection)._ ...... ...................... _. ............. ........ ... .. ......................... ..... ....... -...._._ ..-.... _._.............. ..
........................... ..... _...................... ............................. ............................. ............................. ............................. . ...................
......... .............................
19.4 Other commercial auto liability ..._....... _ ............................... _............. .......... ..... .... ................ __..... ....... _........... ........ .......................
...... ....... .... .......... ___. ............................. ............................. ....... .......... ............................. . ............................ .......................
....
21.1 Private passenor auto physical damage, .............................................. ............................. ............ ........ _._.. _.................. _.. ..........................
... ............................. ._.......................... .... _....................... ............................. ........... ..
212 commardal auto physical damage ...... _....... _.......................................... ......._...._. ............................. ............................. ............................
. ..... ................. ............................. ............................. ............................. ............................. . ............................ ......................
.......
22. Aberah (ad podia) .._...._.... --....... -'-.... .......................................... . ...... ...... ......... ..... ............ _............... ......................
_..... .................... _....... ............................. ....... ................ ............................. ............................. . ............................ ...............
..............
23. Fidelity ---......_._-------------- ------ . .................... ...... ..... ................ ........... ............... ........... _............. _ ..._.._.................... ..............
............... ._.......... ...... ....... ............................. ............................. ............................. ............................. . ............................ ....
............. 4 1
21. Surery, ............... ...._............................_._........_...._.................................. ...................._.......
26. Burglary ant thM........._...._..._. ............... ............................. ............................. ............................. ............................. ..................
........... . ............................ .............................
27. Boller and machinery _......... _ ................... ........ ........ ......_.... ............................. ... .............. ............................. .........................
....
29. Crodlt._....._..._ ................................ _........... ....... ......... _..... _........ ..........._.._.._........ ............ ....... _..... ........ ........ _........ ...........
.................. .._.... _.................. ............................. ............................. ............................. ............................. ............................. ..
...........................
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