HomeMy WebLinkAbout14-4897 Cavi
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I6drdMbN' ,`XLTH OF PENNSYLVANIA
R,IBER�W Y LA Py(
45� '+�hICE DEPARTMENT
ti s }
N�
�(TN OF 4E I�
Harrisburg,PA April 1,2014
Whereas,the BAR PLAN MUTUAL INSURANCE COMPANY(THE),located at St. Louis,MO,
has fled in this Department a certified copy of its charter and a detailed statement of its Assets and Liabilities,
and otherwise complied with the requirements of Section 661 of the Act of Assembly of the Commonwealth of
Pennsylvania, entitled"An act relating to insurance; amending,revising and consolidating the Law&c.,"
approved the 17th day of May, A.D. 1921, as well as with the requirements of the laws of this Commonwealth
applicable to such company in doing business herein.
Now Therefore,I,Michael Consedine,Insurance Commissioner of the Commonwealth of Pennsylvania,
do hereby certify, in accordance with Section 1, of the Act of Assembly approved June 29, 1923 and.known
as act No. 373 of the Laws of 1923, that Bar Plan Mutual Insurance Company(The),of St. Louis,MO, is
duty authorized to become and be accepted as sole surety on all bonds,undertakings and obligations required
or permitted by law or the ordinances,rules or regulations of any municipality,board,body, organization,
or public officer.
�F' 3a✓<F`1%`y'y:�?:aku'S".>.�'�-S>.v``Yr¢;;<:;�::n
In Witness Whereof,I have hereunto set m
Y
hand and
affixed my official seal,the day and year first above written.
irk
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Insurance Commissioner /mid
Prtrlie'-'3 ¢f�3�4:�rijkby' S�k�.5€�`' j- n ^c /n�rrE �I�•� r�
COMMONWEALTH OF PENNSYLVANIA
INSURANCE.DEPARTMENT
CERTIFICATE OF AUTHORITY
Casualty Effective Date: April 1, 2014
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(c)(L) Other Liability 40 P.S.s 382(c)(4)
FOR THE YEAR ENDING MARCH 31,2015,IN ACCORDANCE WITH ITS CHARTER AND IN C.'ONFORMITY
WITH THE LAWS OF SAID COMMONWEALTH OF PENNSYLVANIA.
IN WITNESS WHEREOF,I HAVE HEREUNTO SET MY
HAND AND AFFIXED MY OFFICIAL SEAL, THE-
DATE
HEDATE AND YEAR FIRST ABOVE WRITTEN.
a
�oy�FACTH Of 4MICHAEL CONSEDINE
INSURANCE COMMISSIONER
Il�� ll9l�llll1lll�li2ll0lh1 3llll2ll0lllalll�l0lll1l0ll0
PROPERTY AND CASUALTY COMPANIES-ASSOCIATION EDITION
ANNUAL STATEMENT
FOR THE YEAR ENDED DECEMBER 31,2013
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
(cueent) (Prior)
Organized under the Laws of Missouri Slate of Domicile or Port of Entry Missouri
Country of Domicile United Slates of America
Incorporaledlorganized 11/21/1985 Commenced Business 01/01/1986
Statutory Home Office 1717 Hidden Creek Cour SI.Louis.MO.US 63131-1826
(Street and Number) (City or Town,Slate,Country and Zip Code)
Main Administrative Office 1717 Hidden Creek Court
(Street and Number)
St.Louis.MO.US 63131-1826 314-965-3333
(City or Town,State.Country and Zip Code) (Area Code)(Telephone Number)
Mail Address 1717 Hidden Creek Court St.Louis.MO.US 63131-1826
(Street and Number or P.O.Box) (City or Town,State,Country and Zip Code)
Primary Location of Books and Records 1717 Hidden Creek Court
(Street and Number)
Sl.Louis.MO.US 63131-1826 314-965-3333
(City or Town,State,Country and Zip Cale) (Area Code)(Telephone Number)
Internet Website Address www.thebamlan.cem
Statutory Statement Contact Gregory Howard Klaus 314-9653333-159
(Name) (Area Code)(Telephone Number)
ohklaus@thebarplan.com 314-965-8122
(E-mail Address) (FAX Number)
OFFICERS
President&CEO Karen Renee McCarlhv Treasurer Kent Owen Hyde
Secretary Ann Patricia Hagan
OTHER
Gregory Howard Klaus Chief Financial Officer Kimberly Marie Edgar Vice President Teresa Mane Niederwimmer Vice President
Patrick Michael O'Leary Vice President Cynthia Louise Pulvirenti Vice President Gavle Elaine Tegtmeier Vice President
DIRECTORS OR TRUSTEES
Jerome Edward Brant Michael Joseph Delaney John Ritter Gunn
Ann Patricia Hagan Kent Owen Hyde Walter Russell Lamkin
Karen Renee McCarthy David Robert Monday Richard Gary Steele
Stale of Missouri SS:
County of St.Louis
The officers of this reporting entity being duly sworn,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 clear 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 assets 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 ended,and have been completed
in accordance with the NAIC Annual Statement Instructions and Accounting Practices and Procedures manual except to the extent that:(1)stale Iaw may differ;or,(2)that state
rules or regulations require differences in reporting not related to accounting practices and procedures.according to the best of their information,knowledge and belief,
respectively. Furthermore,the scope of this attestation by the described officers also includes the related corresponding electronic filing with the NAIC,when required,that is an
exact copy(except for formatting differences due to electronic filing)of the enclosed statement.The electronic filing may be requested by various regulators in lieu of or in addition
to the enclosed statement.
Karen R.McCarthy Ann P.Hagan Kent 0.Hyde
President&CEO Secretary Treasurer
a. Is this an original filing?------------------------ Yes[X J No[ J
Subscribed and sworn to before me this b. If no,
day of 1. Stale the amendment numbec....._-
2. Date filed-----------...._.._......................
3. Number of pages attached..............
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
ASSETS
Current Year Prior Year
1 2 3 4
Net Admitted Assets Net Admitted
Assets Nonadmitled Assets Cols.1-2 Assets
I. Bonds(Schedule D)----.--------------------------------------------------------------------------------------------------------23,354.593 -- ----------
- .-
------------- 23.354,593 --------._-._28.128.553
--------------
2. Stocks(Schedule D):
2.1 Preferred stocks---'---------`------------------------------------ ---------------__--__-_______- ------------------------------- ----------------------------------- ------___-_-__---0
2.2 Common stocks-------------------------------------------------------------------------------------------------------------11:495.469 ..................................... ..................11,495.469 ........... ----9.890.909
3. Mortgage loans on real estate(Schedule B):
3.1 First liens............................................................................................................._............_................. - ------0 -----------------------------------0
3.2 Other than first liens - -------------------------------------------- -------------------------- --0 ----------_.-------0
4. Real estate(Schedule A):
4.1 Properties occupied by the company(less$ --------------------------------0
encumbrances) -'---'---------- ..----'--.._......_........................1,661,573 ......................... ...................1;661.573 .....................1.731,825
4.2 Properties held for the production of income(less
$ -------------------------------0 encumbrances)..........-...................................._.............................. ......................... ...................................0 ...........................0
4.3 Properties held for We(less$ ---------------------------------_0
encumbrances).................--------------. -.._.................................----------------------------- ....................................0 ...................................0
5. Cash($ 412,236 ,Schedule E-Part 1),cash equivalents
($ ..................................... .Schedule E-Part 2)and short-term
investments($ ---------------------6,060,687 ,Schedule DA)--------------------------.-_---------------6,472,924 ---------------------------------- .........-------_6,472,924 ---------------4,446.095
6. Contract loans(including$ ........_............................ premium notes)........----------------------------- --------------------------------- -----------------------------------0 ----------------------------0
7. Derivatives(Schedule DB)..........._'----------------------------------_--------------------------------------------------- ------------------ -------------------------0 --------------..........
8. Other invested assets(Schedule BA).---------....---_...............-------------..-...........-------------------------- ------------------------....._ .----------------------------------0 --------------------------.....0
9. Receivable for securities......................-----------------------.--...._.----------------------------------........------ ----------------------------- -----------__................._0 -------- 0
10. Securities lending reinvested collateral assets(Schedule DL)-------------------------------------------------------..... -_-_............................ -.-------------.---.-..-..0 ---------------------------------
11. Aggregate write-ins for invested assets------------ --------------------------------------------_-------------0 --------------------..............0 ---------------------------0 ------------------.............0
12. Subtotals,cash and invested assets(Lines 1 to 11).................. ..............--._42,984.559 --......------------...............0 -----------.-.....42,984,559 -------------------44.197,382
13. Title plants less S -------------------------------------- charged off(for Title insurers
only)------------------------------_-----`-------------------------------------------------_....------------ --------------- '------ ----- ------ ------------- `-- -.._0 __..__.. 0
14. Investment income due and accrued...........................................................................---------------530.700 .......................348,786 -----.-----------181.914 .......................262.212
15. Premiums and considerations:
15.1 Uncollected premiums and agents'balances in the course of collection....................3,513.972 ------.----------------...60,074 --_----.-----...._3,453,898 ....................3.153,598
15.2 Deferred premiums,agents'balances and installments booked but
deterred and not yet due(including$--------------------------------------
earnedbut unbilled premiums)------------------------------------------------------------------------------------------------ -------------------------------- ------------------------0 ------------------------....0
15.3 Accrued retrospective premiums..............................................------.......-......---------------------------- ............................------....................................0 ..................-----------..._0
16. Reinsurance:
16.1 Amounts recoverable from reinsurers.....................................................................--------202,950 ..................................... .......................202,950 --,...............----405,883
16.2 Funds held by or deposited with reinsured companies.---------------------------------------------------------- ----------------------------- '_---'------------------------0 --------------------------0
16.3 Other amounts receivable under reinsurance contracts.-................._-_ ----------------------------------- ---------------- --------------------.-------------0 -----------------------------------0
17. Amounts receivable relating to uninsured plans----------- ----- --------------------------- -----------------------0 --------------------------------_0
18.1 Current federal and foreign income lax recoverable and interest thereon...............................37,354 ------------------------------------- ..........................37,354 .--.--....................19,157
18.2 Net deferred tax asset-------------------------...........-..............._---------------....-._...._..- 2,289.729 -----------------1,254,573 ...----.-----------1,035,156 - _935,895
---------------
19. Guaranty funds receivable or on deposit........................................................... ...........................2.325 ..................................... --------------------2.325 .__....._-------------2.100
20. Electronic data processing equipment and software----------------------------------.._...--_----------------96.559 -......................_50,891 ..........................45.668 --------------------------48,930
21. Furniture and equipment,including health care delivery assets
($ ----------------------------- )------------------------------------------------------------......._._-----------31,050 -------------------31,050 ----------------------..........0 ---------------------------------_0
22. Net adjustment in assets and liabilities due to foreign exchange rates-----------..........................------- ...._....--............._........ -----------------___------------0 -----------------------------------0
23. Receivables from parent,subsidiaries and affiliates.-----.-.--...----------.-..._.-_----------------------------19,440 --------------------.-'---.-- ---------------------------19,440 ........................195.569
24. Health care IS -'---'-....................-------)and other amounts receivable....... ----------------------............ -------------------------------.--- ----------------------------------0 -_--------------------------------0
25. Aggregate write-ins for other than invested assets----------------------------------------------. 534,880 .._--.--__.--.------211,770 ------------------------323,110 -------------------------
26. Total assets excluding Separate Accounts,Segregated Accounts and
Protected Cell Accounts(Lines 12 to 25).........................................................-------.----------50,243.518 ..............--....1,957,144 ................--48,286.374 -...-............49.476,172
27. From Separate Accounts,Segregated Accounts and Protected Cell
Accounts...........................----------.......................-------------------------------------------------------------------------------------- -------------------------------------- ..0 -----------------------....0
28. Total Lines 26 and 27 50,243.518 1,957,144 48;286,374 49.476,172
DETAILS OF WRITE-INS
1101. -----............____---------------------------------------------------------------------------------------------------- `------------------------------ ------------------------------------- -----------------'................0 ._.._0
....-.-----------------------------------------------------------------._._-'-------------
1 103. -------------- ------_---_............................................'.........................................................-......................................
1198. Summary of remaining write-ins for Line 11 from overflow page------------------ ........---.-....--..--.-.-._0 ----------------------------------0 ........................-----------0 -----------------------------------0
1199. Totals Lines 1101 thru 1103 plus 11 98Line 11 above 0 0 0 0
2501. Deductible Receivable --------------------------.................------------------------------------------------------------------346.960 -------------------167,765 -------------------179,195 ___-------------125,616
2502. Due and Accrued Service Charge Fees --------------------------------------------------------------------------------------122.638 ---.---------------_------..__ -.-.I ----------122,638 _----------------------108.552
2503. Due from E-:ployees ---------------------------------------------------------------------------...... 8.595 -----------------'-6.595 ----------------------------0 -------------------------0
..........................37,41D .........-..-..........--21,277 2i,<"76
2598. Summary of remaining write-ins for Line 25 from overflow page.................... .........................36,687 -----......---.--.------
2599. Totals(Lincs 2501 lhru 2503 plus 2598 Line 25 above 534,880 211,r 70 323,110 255.446
2
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
LIABILITIES, SURPLUS AND OTHER FUNDS
12
Current Year Prior Year
1. Losses(Part 2A,Line 35,Column 8) ..._......__._.....-------....................14,053,964 ------------ .15,296,151
2. Reinsurance payable on paid losses and loss adjustment expenses(Schedule F,Pan 1,Column 6)--------------------------------------- ....0 ...................................0
3. Loss adjustment expenses(Part ZA,Line 35,Column 9)--------- ......-.-------_................... _.---.----..--.--8.489,073 ---------------..10,097.614
4. Commissions payable,contingent commissions and other similar charges.._..................._-.-..------------------------.-------------------- .--..------------..----81,462 --------------..........687,634
5. Other expenses(excluding taxes,licenses and fees).---------------------------------------------------------------------------------------------------....................1---_---------.-....210,461 ------------------ 562,214
6. Taxes,licenses and fees(excluding federal and foreign income taxes).................................------------------------------------------------------- --------------......(52.135)-------------------------27,162
7.1 Current federal and foreign income taxes(including$ ------------------------------------- on realized capital gains(losses))......................................................... ................--------..---.------.
72 Net deferred tax liability. -----------------:............._---. --------------------------------------------------------------- -------------------------.._...
8. Borrowed money S ...................................... and interest thereon$ -------------------------------------- --------------------------------------------- -..................--------- -------------------------------------
9.
-----------------------------9. Unearned premiums(Part 1 A.Line 38,Column 5)(after deducting unearned premiums for coded reinsurance of
S ---------------------3,098.968 and including warranty reserves of$ ------------------------------------- and accrued accident and
health experience rating refunds including$ _______.__.----------------0 for medical loss ratio rebate per the Public Health
ServiceAct).................._.........................................----------------------------------------------------------- - ---------- ----- 1111...................._.5,391.830 ....................5,323.231
10- Advance premium---------------------- _781.750 -------------------591.754
----------------------------------------------------------------'-------------------1111..-----------------------------
11. Dividends declared and unpaid:
11.1 Stockholders.-------------------------------------------------------------------------------------..._.._..---- --------------------- ---------------------------
11.2 Policyholders....................................-----------------------------------............................................................................................................................................. .....................................
12. Ceded reinsurance premiums payable(net of ceding commissions)-----.____......------------------------------------------------------------- ---------------890.190 -------------------------560,665
13. Funds held by company under reinsurance treaties(Schedule F,Part 3,Column 19)............................ ......................................................0 ------------------------------------0
14. Amounts withheld or retained by company for account of others-----'--------------------------------------------------------------------.------------------------------------------117,532 ----.-------408,570
15. Remittances and items not allocated.-.....----'-..................................---------------------------------------...-----------------.__--_---------------------------------------11,188 .................A3.284
16. Provision for reinsurance(including$ ---------------------------------0 certified)(Schedule F,Part 8)._------------.-..----. -----..---_----..._171,200 -----..--.---.----.--61,200
17. Net adjustments in assets and liabilities due to foreign exchange rates----------------.---------------..................-.--..-.....---..-....----------------------------1--------------- .....................................
18. Drafts outstanding---- ---"11---------------------------------------------------------- ---------------------------
19. Payable to parent,subsidiaries and affiliates..._._..........-------------....._...'-"'----------------............_.................--..----------..------------..............----------- .-'-...............................
20. Derivatives----------------------------------------------------------------------------------------- --------------------------- -------------------- ----------------------------
21. Payable for securities_.......-----------------------------------------------..----------...............---------------......------..."----------------- --- 8.294 .............------'-----------
22. Payable for securities lending-.--------------- --------------------------------------..------ ------------------------------- --------------------------------
23. Liability for amounts hold under uninsured plans----------------------------------------------------------------------------------------11----------------_----_------------------_------._...-' --------------------------------
24. Capital notes$ ..--._... --------------------------------------------------- ------------------.--------------
11.1..1.-1111------------- and interest thereon .........-------------------... .__..........---
25. Aggregate write-ins for liabilities----------------------------------------------------------------------'......'-----------------------...'-----"'---...._--------------- 200.145 210,016
26. Total liabilities excluding protected cell liabilities(Lines 1 through 25)............................................................................................................30.393,653 33.869,515
27. Protected cell liabilities-------------------------------------------------------------------------------------------------------------------------------------------------------------.-----
28. Total liabilities(Lines 26 and 27).............----------.._----------------_1-------------------------_ ----------------...-"'-'.....---.------,.-------------------...............30.393,653 ------------...33.869.515
29. Aggregate write-ins for special surplus funds-----------------------------------------------------------------......_...-_-. --- ---------------------------------278.300 ...._------------287.900
30. Common capital stock--------._.............................----..-..................---------------------------- -------------------------------------------- -------------------------------
31. Preferred capital stock-----------------------------------------------------------------_--------------------_"--------------------------------------------------- -------------------------- --------------'-.---....----
32. Aggregate write-ins for other than special surplus funds---------.................-'----._...............-........--------------------.-...._..........._--------------------------------0 ------------------------------------0
33. Surplus notes-----------------------__-------------------------------------------------------------'----_--. ----- ----------------5.008.564 _5.009.284
34. Gross paid in and contributed surplus.........................................----.------------------------.-----1.1-..----.--------------- .-------------- - -------------------------------
35. Unassigned funds(surplus)-----.._....------------------------'--------------------------------------------------------------------------------------' ------------.12,605.857 ---------------10.309.473
36. Less treasury stock,at cost:
36.1 shares common(value included in Line 30$ ---------------.-_.___..---------- )1-----.--.-___--- ------------------------------- .-__._-.....-...--.----.--.----
36.2 ...................................... shares preferred(value included in Line 31 S .....----------------_ )---- -------......-........................................ ----------
Surplus as regards policyholders(Lines 29 to 35,less 36)(Page 4,Line 39)----------------.-----------------------------------------------.------------ 17,892,721 15,606.657
38. TOTALS(Page 2Line 28 Col.3 48.286,374 49,476,172
DETAILS OF WRITE-INS
2501. Profit Commission Payable............."----' ---'-".................... .-...-1111.................- "..........................'----------------------------------_-----------170224 .........................193,701
2502. Unclaimed Funds---------------------------------------------------------------------------------------------' -. ----------_------------------------------------------------------29,921 --'---------------------16.315
2503. ------------------------------------......................--------------------------------------------------------------------------------------------------------------------------------------------------------------------- ----------------------------------0
2598. Summary of remaining write-ins for Line 25 from overflow page.--.....-------------------------------------------------- _----.---------..------------..0 -------_ 0
2599. Totals Lines 2501 thru 2503 plus 2598 Line 25 above 200,145 210.016
2901. SSAP 1013 Election Adjustment---------------------------------------------------------------'-------------------......-----------------------------------------..------------------------------------------------- 0
2902. Policyholder Contributions------.............._-----------------------------.........----------------------------........._......---------------------------._------_---------------.--- 78.300 ................-'--..287,900
2903. --------------------------.___-----------------------------.------------------------------'-----1 -----------------------------------------------
2998. Summary of remaining write-ins for Line 29 from overflow page.-------................-------------.--------.-.-.-..---.-------=---------------------------------------------------0 -----------.........................0
2999. Totals Lines 2901 thru 2903 plus 2998 line 29 above 278.300 287,900
3201. -----------------------------.'-----'---------------------------------......-.---------------...............---.....--..'-'..............-_..........--.....--'.........................------.---................_.......... ------------------------------------0
3202. -------------- .-_.......--.-....-.-------------.-------.---1----.------..-------.--- -------------------...-.--.---.....---------.....--------..---------.-...-----........_- .....
3203. -----.----------------------------.-------_....------------------------------------------------------------- ------------------------------------------------------------------- ..................................--1 11----1-1.111.......----------
3298. Summary of remaining write-ins for Line 32 from overflow page.....................------.------.--.---.-------........-.---.----------------------....____.--- 0 -----------------------------------0
3299. Totals Lines 3201 thm 3203 plus 3298 Line 32 above 0 0
3
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
STATEMENT OF INCOME
2
Current Year Prior Year
UNDERWRITING INCOME
1. Premiums earned(Part l,Line 35,Column 4)......................................................... . -------_-........................................................10.681,332 ---------------..10.454,535
DEDUCTIONS:
2. Losses incurred(Part 2:Line 35,Column 7).................................................................................................................................... 4,127.782 ....................6,428.005
3. Loss adjustment expenses incurred(Part 3.Line 25,Column,)---------------_--------___._ -------------------------------------------------- 2,645.806 .-___---......7,975.671
4. Other underwriting expenses incurred(Part 3.Line 25.Column 2) ..............................................4,127.559 ----------------.-..4.562,418
5. Aggregate write-ins for underwriting deductions__....--.---'---..___.-------'-'----------------------------------------------------------------------------------0 ------------------------------0
6. Total underwriting deductions(Lines 2 through 5) ............................_....
........ 10.901,147 18,966,094
7. Net income of protected cells-------------------------------------------------------------------------------------------------------------------------
8. Not underwriting gain or(loss)(Line 1 minus Line 6 plus Line 7)-------------------------------------------------------------------------------------------------------------------------(219,815)------------..----(8,511,559)
INVESTMENT INCOME
9. Net investment income earned(Exhibit of Net Investment Income,Line 17)...................___....................__..............................------------------------524,316 -..---------..---------.785,089
10. Net realized capital gains or(losses)less capital gains tax of$ ...................................... (Exhibit of Capital
Gains(Losses))------------------------------------------------------ -----------------------------------_--------------------------------------.. 158,505 88,104
It. Net investment gain(loss)(Lines 9+10)--.........---------------..--------------------------------- -----.-----------------. ..682.821 ........................873,193
OTHER INCOME
12. Net gain(loss)from agents'or premium balances charged off(amount recovered
$ amount charged off$ - )-------------------------------------------------------------
----------------- ----------------------------
13. Finance and service charges not included in premiums.........-----.-.-...---.---.--..-.............._....................--_.................--............ .......................289,438 .......................253,054
14. Aggregate write-ins for miscellaneous income-------------------------------------------.---------------------------------------------------------------------_......_.. 18,039 28,966
15. Total other income(Lines 12 through 14).......................... ._.....................................--................--.--.'-...----......... 307.477 282,020
16. Net income before dividends to policyholders,after capital gains tax and before all other federal and foreign income taxes
(Lines 8.11+15)------------------------------------------------------------------------------------------------ ------------------------- -----------------770,483 ----------------(7.356,346)
17. Dividends to policyholders-----------'------_............................----------.............._........__'----------------------............_..........................."--
18. Net income,after dividends to policyholders,after capital gains tax and before all other federal and foreign income taxes
(Lino 16 minus Line 17)--'------------ ..............'-"......-'-------....._..........-.....------------------........................-------------------------- ------------------------770.483 -------------------(7,356,346)
19. Federal and foreign income taxes incurred----------------------------------------------------..------------.-------------------....-...-------------------------.--.-- (43.747)
20. Net income(Line 18 minus Line 19)(lo Line 22)---------------------------------------------------------....-------------------------------------------------------..------- 814.230 (7,356,346)
CAPITAL AND SURPLUS ACCOUNT
21. Surplus as regards policyholders,December 31 prior year(Page 4,Line 39,Column 2).-..-------------------------------------------------------------------------15.606,657 .._--------------22,395,969
22. Not income(from Line 20)-----------------------------------------------------------------------------------------------------------------------------------------_----------"'-----------------------814.230 --------------(7,356,346)
23. Net transfers(to)from Protected Cell accounts---------------------------------.......--------------------------------------------------------------------------------------------------------------------
24. Change in net unrealized capital gains or(losses)less capital gains tax of S ------------------------537,137 -------_------------------------ ....................1,042.675 .......................202,288
25. Change in net unrealized foreign exchange capital gain(loss)-------------------------------------------------------------------..---------------------------------------------------------- --------------.....__...
_...---
26. Change in not deferred income tax--------------.............................---......_.-..............----------------------.-.........'---"'........---------------------............(143,037)-----.....--'---......(529,740)
27. Change in nonadmifted assets(Exhibit of Nonadmitted Assets,Line 28,Col.3)....................._.---------..-.___.._ ------------------------691.796 ------------------- 385,871
28. Change in provision for reinsurance(Page 3,Line 16,Column 2 minus Column 1)......................_.....................-.............................................(110,000)---------..-----.------.(60,400)
29. Change in surplus notes
30. Surplus(contributed to)withdrawn from protected cells..................................................................................................................
31. Cumulative effect of changes in accounting principles------------------------------------------------------------------------------------------------------._._--------------------------------------- 131,677
32. Capital changes:
32.1 Paid in----------------------- ----------------------------------------------- ------------------------------------..
32.2 Transferred from surplus(.Stock Dividend)-------------- ---------------------------------------------------
32.3 Transferred to surplus----------------------------------------------------------------------------.....----------------....-----------------------------....---..........----....------------------------....._. --------------------..............
33. Surplus adjustments:
33.1 Paid in..................................'-----------------------------------------------------------.-----------------------------------------------------------------------------------------------------......---(9,600)--------------------.(14,4001
33.2 Transferred to capital(Stock Dividend)-------------------------------------------- ---------------------- ------ .. -.-----------------------
33.3 Transferred from capital-----------------.....................-----------------------------_....._----------.........--............-------------------------'-------------. ---- ......---------------------.......
34. Net remittances from or(to)Home Office----------------------------------------- .---------------------------------------------------------
35. Dividends to stockholders...-----------------------------------------------------------------------------.------------....._-".._....-...-.......------------------------------.. ---------
36. Change in treasury slack(Page 3,Lines 36.1 and 36.2.Column 2 minus Column 1).-_-_._.-----._......................._....-.--...._-..-.......-_-_-..._..--.-.---.-----0 -......--------------..---------0
37. Aggregate write-ins for gains and losses in surplus...................................................---------------------------------------------- 0 51.738
38. Change in surplus as regards policyholders for the year(Lines 22 through 37)._---------------------------------------.-------._.---.-------------.--- 2,286,064 (6,789,312)
39. Surplus as regards policyholders.December 31 current year Line 21 plus line 38 (Page 3,Line 37) 17,892,721 15,606,657
DETAILS OF WRITE-INS
0501. ...............'-'----------.._...............---------......-.................. ......_.. ........----.....---------------------------------------------------------------.............. ------------------------------0
0502. --------------------------------------------------------------.--------------------------------.--------------------------------.------------------------------------------ ....
0503- -------------------------------------------------'._.-.....--------------------------"-----------'------ -------------------------------------------------
0598. Summary of remaining write-ins for Line 5 from overflow page------------------------------------------------------------------------------------------------------ -----------------------------------0 ..........._......................0
0599. Totals Lines 0501 thru 0503 plus 0598 Line 5 above 0 0
1401. ................................._......----------------------....-__....--------------------------------"_'------------------------------------------_._._------------------------------------------ ...... 0
1402. Mi see Ilaneous----------------------------------------------------------------------------------------------------------------------------------------------- -------------------------------------18.039 ------------------..28,966
1403. ----------------------------------------------------------------------------------------------------------------------------.............................................. ...............................................
1498. Summary of remaining write-ins for Line 14 from overflow page_.--------------------------`---------------------------------------------------------------------..------------------0 --------------------------A
1499. Totals Lines 1401 thru 1403 pfus 1498)(Line 14 above) 18,039 28.966
3701. Adjust..=mt for SSAP/01 ---------------------------'-'--------------------------------------------------- -----------------.------------- -----------------_(131,677)
3702. Prior Year Tax Period Adjustment..........-----------------..._.........--'----..........................-----------..._.._-.....-------------------------------._....._......-----'----- ----....-I--------------183,415
3703. --------------_. ----- .------..._.........._.....-----------------..-....__.... _.._.-'------------
3798. summary of remaining write-ins for Line 37 from overflow page.-.'-.-......-..---.-..-..........----.............___-...._... ...--.--------------------------0 ----.._---.-
3799. Totals(Lines 3701 thru 3703 plus 3798 Lino 37 above
0 --51,738
4
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
CASH FLOW
2
Current Year Prior Year
Cash from Operations
1. Premiums collected net of reinsurance............. ............._.._-.-..----------------------------------------_--..._.....-..--..10,974,776 __---------._10,659.130
2. Net investment income--------------------..............._...._..............----...-...------------------------------------...._-_-----------------------------------------------_-.821.990 -------------.-1.207.368
3. Miscellaneous income------------------------------------------------------------------------------------------------------------------------------------------------------------------ 307.477 282.020
4. Total(Lines 1 through 3) -..---------- ......---...........-.--..-----.. 12.110,243 12.W518
5. Benefit and loss related payments----------.........................................................................._.................---'---------------.---.-..-------..----------.------5,167.036 .-------------..6.212.921
6. Net transfers to Separate Accounts,Segregated Accounts and Protected Cell Accounts--------------------------------____..__.....-__-_------------------------------- ------------------------------------0
7. Commissions,expenses paid and aggregate write-ins for deductions........................................................................................... 9,419,313 ..................10,341,542
8. Dividends paid to policyholders.............................................................................................................................................----------------------------- --------------0 ----------------------------0
9. Federaf and foreign income taxes paid(recovered)net of S-------------------------------------- tax on capital gains(losses)--..-----__ (25,551) (17,220)
10. Total(Lines 5 through 9)............................................................................._------....._............._...........................------------------ 14,560.058 16.537,243
11. Not cash from operations(Line 4 minus Line 10) (2,450,615) (4,388,725)
Cash from Investments
12. Proceeds from investments sold,matured or repaid:
12.1 Bonds................................................... ----------------------------------------------------------------------------------..---......---------------------------------------------------.8,195,268 -------------------8,443.153
12.2 Stocks-------------------------------------------------------------------..----------- ------- 1,277.338 755.794
12.3 Mortgage loans------------------------------------------------------........__...............---..-...--------------------------------------------- 0 ------------------------------------0
12.4 Real estato.............-------------------------------------------------------------------------------------.------------___.-----------------------------------------...-.----------------------.--------------0 .............................0
12.5 Other invested assets-----------------------.--------------------------------------------------------..------.-_-------------------------------- ---------------------------0 ------------------..._.-........--0
12.6 Net gains or(losses)on cash,cash equivalents and short-term investments.........................................................................................................0 --...--......--....................0
12.7 Miscellaneous proceeds-------------------------------------------------------'------------------------------------------------------------------------------------------------- 8,294 0
12.8 Total investment proceeds(Lines 12.1 to 12.7)-------------------------------------------------------------------------------------- 9,480,900 9,198,947
13. Cost of investments acquired(long-term only):
13.1 Bonds ------------------------------------------------------------ -'--------------------------------------------- -----------------------------------------------
-
---------.3.340.559 - -----------6.003,241
13.2Stocks....--------------------...................................................................................................----.-......._.......................... -----1,438,946 .....................881,073
13.3 Mortgage loans-----------------------------------------_._.------------------------------------------------------ ----------------....----.0 0
13.4 Real estate------------.......................-----------------------------------------------------------------------------------------------.-----.-------------------------------- ----..-----------------.23.571 -----------------------------------0
13.5 Other invested assets...................................-----------------...................._-------------------_.-._..................----------------_-----------------------------.--_------- ...................----......--0
13.6 Miscellaneous applications--------------------------------------------_....--------------------------------------------_--.------ 0 303.696
13.7 Total investments acquired(Lines 13.1 to 13.6).........................-..............................................................----------. 4,803.076 7,188 010
14. Net increase(decrease)in contract loans and premium notes----------------------------------------------. 0 0
15. Net cash from investments(Line 12.8 minus Line 13.7 minus Line 14)------------------------------------------------------------ 4,677,824 2,010,936
Cash from Financing and Miscellaneous Sources
16. Cash provided(applied):
16.1 Surplus notes,capital notes-------------------------------------------------------------------------------------------------------------------------------------._--------_.-----------------------.0 ------------------_----- 0
16.2 Capital and paid in surplus,less treasury stock------------------------------------------------------------------------------------------------------------------------------------------------------------ .._.........._----------------0
16.3 Borrowed funds-----------..._..............._........--------------------------._............--'--.........----------------.............................................---------------------------------- ....................-------------0
16.4 Net deposits on deposit-type contracts and other insurance liabilities------------------.-- ------------------------------------------------------- 0 ------------------------------------0
----------------------'-_.
16.5 Dividends to stockholders---------------------------...............----------------------------..-.-.........----------------------------------------------------------_-------......0 -------------------------..-...--.0
16.6 Other cash provided(applied)---------------------------------------------------------------------------------------------------------------------------------------------- (200,380) 95,669
17. Not cash from financing and miscellaneous sources(Lines 16.1 to 16.4 minus Line 16.5 plus Line 16.6) (200,380) 95.669
RECONCILIATION OF CASH,CASH EQUIVALENTS AND SHORT-TERM INVESTMENTS
18. Net change in cash,cash equivalents and short-term investments(Une 11,plus Lines 15 and 17).......................................... 2,026,829 (2,282,120)
19. Cash,cash equivalents and short-term investments:
19.1 Beginning of year-------------.__------------------------------------------------.---------------------------------------------------------------------------------------------------------------- 4.446.095 --------------..6.728,214
19.2 End of period Line 18 plusLine 19.1 6,472,924 4.446,095
Note:Supplemental disclosures of cash flow information for non-cash transactions:
5
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
PART 1-PREMIUMS EARNED
i 2 3 4
Unearned 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 1 B Last Year's Part 1 Part 1A Cols.1+2-3
1. Fire---................ .......... ---..................0 ................ -...... 0 0
2. Allied lines ------------------------------------------ ----------------------- -----------------.---------------0 ...................................0
3. Farmowners multiple peril _..._._---..-------------------------0 ------------............. -------------------------_0 ..0
4. Homeowners multiple peril................................................_...............---------------.---.------_.........0 ..................................... .--------------..............0 ............................---...0
5. Commercial multiple peril-------------------------------------------------------------------_------.--.-__-._.0 ------------------------------ -----------------------.............0 ...0
6. Mortgage guaranty-------------------------------------------------------------------------------0 -------------------------- -----------------------0 --------------------------0
e. Ocean marine..................................................................................................................................0 ..................................... -------------------0 .-
9. Inland marine__. -------------0 --------------------------- -----------------------------0 ----------------------------..0
10. Financial guaranty-------------------------------------------------------------------------------------_0 -___-------------------------- - -_0 -------------_0
'-------------------- -----------------------
11.1 Medical professional liability-occurrence...........................................................................--..._.0 ....................................- ....................................0 ...................................
11.2 Medical professional liability-claims-made------------------------------------------__.............................. ...0 ...................................- ....................................0 ...................................0
12. Earthquake----------------------------------- ---------------------------------------0 --------------------------- ---------------------------0 --------------------------0
13. Group accident and health...............................'.------------------------------------------------------------'-'--_.0 '.................................... _.................................0 -----------------------------------
14. Credit accident and health(group and individual).............................................----'------------------0 ------------------------------- ....................................0 ................................_0
15. Other accident and health--------------------------------------.._..-..--..-..____.----____.-------------------------.----------0 -------------------------------------- .------.-.__--------.----------0 -..---_.-_.--------__.____0
16. Workers'compensalion..................................................................-_..........._..........----........----0 ------------------------ 0 ...........................0
17.1 Other liability-occurrence----------------------------------------- ...........................---0 -------------------------- ---------------------------0 ....................................0
17.2 Other liability-claims-made----------------------------------------------------------------------------------------10,610.216 -..................5.240,577 ---------------------5,3N,987 --------------..10.545.806
17.3 Excess workers'compensation_._...............----------------------------------------------- -----------------_---------0 ----------------------------- ....................................0 _.................................0
18.1 Products liability-occurrence----------------------------------_'___.............................................................0 ..................-'----'----.... --------------------------_0 ...................................0
18.2 Products liability-claims-made-----._....._------------------------------------------------------------------------0 ---------------------.._---- ..--------------------------0 ----------------------.-..-...0
19.1.19.2 Private passenger auto liability---------------------------------------------------------------.........................-----------0 -------------------------------------- ----------------------------0 -----------------------------0
19.3,19.4 Commercial auto liability................................................................................................................0 .......................... ...................................0 ----------.0
21. Auto physical damage--------------------------------------------------------------------'--------------------------------------0 ----------------- --0 ----0
22. Aircraft(all perils)------------------------------------------------------------------------------------------------0 .................. -------------0 - ...0
23. Fidelity..................-'-----"----------`-------------......_.......-.............---------------------------------......0 .............................-- --_D .........0
24. Surety------------------------------------------------------ ----------------------------------------------------- --139,715 ._.......---' ----82,654 ---------- 36,843 _--_---------------135.526
26. Burglary and thett_.....-.-...-----------------------------------------------..---..---------------------------------0 ................................-.... ---------------------------0 - ..........................0
27. Boiler and machinery......................................................................................................................0 ......................----------- --..................0 -----------------------------------0
28. Credit------------------------------------------ -----------------------------0 --......-.......................... ------------------------------..0 ---------------------------0
29. International.------------------------------------------------------ '-------------------------0 ------------------------------ .....------------------------------ ----------------.-....__....._-0
30. Warranty--------------------------..........._.................."--.-------------...----.--.........--..................._..------_0 -------------.................... ..---------------------------------0 -.................................0
31. Reinsurance-nonproportional assumed property-----------------------------------------------------------------------0 -----------------------'---------- ------------------------------------0 ------------------------------------0
32. Reinsurance-nonproportional assumed liability------------------------__.._-------------------------------------0 _......................----- ------------------------------------0 ----------------- 0
33. Reinsurance-nonproporlional assumed financial lines...............................................................0 ..............._..................... ....................................0 -----------------------------------
34. Aggregate write-ins for other lines of business----------------------------.............. 0 0 0 0
35. TOTALS 10,749.931 5,323,231 5.391,830 10,681.332
DETAILS OF WRITE-INS
3401. -------------------'-----------------------------------------------------------------------------------------------------------------------------.----- ..................................0 ------------------------------------- -----------------------------------0
3402. ---------------------------------------------------------------
3403. ...........---------------------------------------.......................................................................------------.--_..........._..................................................
3498. Summary of remaining write-ins for Line 34 from overflow page..---------------------------------------..0 ---------------------------0 ...........-------------------------0 -----------------------------------0
3499. Totals Lines 3401 thru 3403 plus 3498 Line 34 above 0 0 0 0
6
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
PART 1A-RECAPITULATION OF ALL PREMIUMS
i 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_---------- ------ ------------------------------------ ..-.-._-4444----------------------- ---------------`"---------- ------------4444-_...-_...0
2. Allied lines-------------------------------------------------------------.................................... ----------------------------------- .._0
...-..4444---.-4444-.--4444.......... ..................................... ...............................
3. Farmowners multiple peril-------------------...----------------------------------------------- --------------___....------------ - ---- 0
4. Homeowners multiple peril-----------4......................-------------------------- 4444--------------------------------- ...............----------------- -------------------------------- ...................................0
5. Commercial multiple peril..........................4.44---4..------------------------------ ------------------------------- -----------.. ............ -------------------------------- --------------------------0
6. Mortgage guaranty.........................................................................----------- ........0
8. Ocean marine -------------------------------------- ---------------------__ _----------------------------------- --------------------- --------------...._...........0
9. Inland marine-----------------------------------------4.................................................. -----------------------------------
10. Financial guaranty--------------------------------------'-------------.-- ---------------------------- -----0
-------------------- -------------------'--- -----------------
---
11.1 Medical professional liability-occurrence._...... ------------------------------------- -----------_..................... ............------------------. -----------.........4................ ---------.....................-0
11.2 Medical professional liability-claims-made--------------------------------..__._ ._.--.---__----------------------- ---------------------------_.__--. ------------------------------- ------.----___._------.___0
12. Earthquake-----------------------------------------............................ - --- -- _ ...................................................4----------- --------------------------- ..............4444.._............. .....................-------------0
13. Group accident and health----_ -----------
- -------------------------- ------------------------ ----- ------------------------ -- - - ---- ------------------------------------0
---- -------------- -----
--
14. Credit accident and health(group and
individual). --------------------------------------------------------------------------- -------------._-------------------- ---------------------------- -------------------------- ---------------------- 0
15. Other accident and health.................................................._.................... ------------------------------- --------....................4.444._.. .....-------------------------- .......................--'---..0
16. Workers'compensation-'------------..._...--------------------------------------------------- ---------------------------- -....--------------------------- --------------------------- ------------------------0
17.1 Other liability-occurrence.----------------.............................4444-............... _.............4_------------ ------------------------_............ ...................................... ------------------------...........0
17.2 Other liability-claims-made-----------------------------------------------------4.507.751 ------------------------797,236 ------------------------------ ----------------------------- -_------------.5,304.987
17.3 Excess workers'compensation------------------------------------------------------ ........__........................4 .......................'------------- ------------------------------------- ...................................0
18.1 Products liability-occurrence----------------------------------------------------------- ---------------------------- -------------------------- ----------------------------- -----------------------------------
18.2 Products liability-claims-made.............................................................. ..................................... ---------------------------- ...................................... ....4..............................0
19.1.19.2 Private passenger auto liability------------------------------------------------ --------------------__---- ----------------------------- ----------------------------- -------------------------0
19.3:19.4 Commercial auto liability------------------------------------------------------------------ ----------------------------- -------------------------------------- -----------------------4.............. .......------------------------0
21. Auto physical damage ----------_ --- -------------------------- --------------------------- --------------------------------- ---------------------------0
22. Aircraft(all perils)--....4.............. _..........-'-- ------------------------- --------------------........... ......................... .
.........0
........._.._--'4444.._ 4444""'.__..................... ............4...
23. Fidelity.--------------------------------'---------------------------------------------------------- - --0
24. Surety...........................................................------------------------....86.843 -------------------------------- ..................................... ....'----.......4........._... .........................86,843
26. Burglary and theft----------------------------------------------------------------- ------------------------------ ---------------_--.--------_.._ .------------------------------------ -0
-------------------
--
27. Boiler and machinery-----------'...................--..............4444....'-'---------- ..................................... ......4.4.44.......................... .._.__.....-'---'---'-------- -----------------------------------
28. Credit------------------------------------------------------------------- 4_-------------------------------- ---------------------------4........ --- .._........._ ......0
29. International----------------------'-------------------------------------------------------------------------- ...---------------------------------- ---------------------------------- ...................................... ...................................0
30. Wananly.....................__.......4-------------------------------------------- ........... .................__-.............. ----------------------------0
at. Reinsurance-nonproportional assumed
property-------------------------'-`---------------- ---------------.._--'----- -- '----- ---------------------------- --------0
32. Reinsurance-nonproportional assumed
liability-------- ------------------------------------------ --------------------------- ---------------------------
-------------- -----------------------............. .--------------------__0
33. Reinsurance-nonproportional assumed
financiallines------------------------------------------------------------------------------- ------------------------------- --------------------------- .0
34. Aggregate write-ins for other lines of business 01 0 0 0 0
35. TOTALS 4,594,594 1 797,236 1 0 1 0 5,391,830
36. Accrued retrospective premiums based on experience-------------------------------------.------------------------------------------------------------------------------------------------------------------------------------------
37. Earned but unbilled premiums...................................._.............----------------- .---.-_..._..--'___.........._._.-_.--...__...------......._._.----........._.._._.........._...........
38. Balance Sum of Line 35 through 37 5,391,830
DETAILS OF WRITE-INS
3401. ...........................................................................................................................'
3402. ...............................------------------...................................................................-------------------
---------------........_-'-----4444.----------------------------------`--------...---------......-------
3403. -------------'-------.--------------------------------------------------------.----------------------------------------
3498. Summary of remaining write-ins for Line 34
fromoverflow page--------------------------_--4.444.-__-._.-----4444._------------0 ------------------------------0 -----------------------------0 --------------------------------0 -----------------------------...0
3499. Totals(Lines 3401 thru 3403 plus 3498)(Line
34 above) 0 0 0 0 0
(a)State here basis of computation used in each case Daily 6lethod ------------------------ .--......-..-.---------------------4-----.
7
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
PART 1B-PREMIUMS WRITTEN
1 Reinsurance Assumed Reinsurance Ceded 6
2 3 4 5 Net Premiums
Written
Line of Business Direct Business a From Affiliates From Non-Affiliates To Affiliates To Non-Affiliates Cols.1+2+3-4-5
1. Fire----------------------------------------- --------------------------0 ---------------------- ------------------------------- ----------------------- _-------------------------- ------ 0
2. Allied lines------------------------------------------- -----------------------0 ------------------.------- -------------------------------- ---------------------------------- ....------------------_---- -------------------------.0
3. Farmowners multiple peril.................----------.------.----------0 --------------------------- -------------------------- --------.._---------------..0
4. Homeowners multiple peril-----'--------- 0 ---
- ----------------------- -------------------------- -------------------------- ------------..................
-------
5. Commercial multiple peril_-------------.........................---0 ................................. -----------.------------- .-------------------------.---- .-------------------------- -----.-------....-_...........0
6. Mortgage guaranty.----------------- ------0 ------._.---------------- --------------------- --------- - --------- 0
8. Ocean marine---------_---------------- - ------"'--------------0 --------------------- --- .................................. ---------------------------....9. Inland marine----------------------------------- -------------.----------------0 ---------------------------------- ................................. -----------.................... ------------------------.-.....-- -----------------------------
10. Financial guaranty------------------ ----- --0 - ---- ------- ----------...------_0
11.1 Medical professional liability-
occurrence ------ - - - - --
--------------- ------------- ---- - -- - --
--- ----------------...--- ------ -.0
-
11.2 Medical professional liability-
claims-made------------------------------- ------ -- - --
--- ------ ---- ----.-------.-- ------.-- .--------- --------------------..-......0
-
12. Earthquake-------------------- ------...0 .................................. ----'--.......--.........__-. ._............-_--.....------ ----------._._------------- ...----.._-----.-....__...0
13. Group accident and health-----------------'------------- -'-0 - ------------------------ -----------------------' -------- - -------�----------------..0
14. Credit accident and health(group
and individual)..--------------------- -----------0 -------------- ---------------- - ---- - -
----------- ----- -------.-......--- ------------"-----------..0
15. Other accident and health-----------------"'-'--..........--.......0 ._......7........................ ................................. ................................. ................................. .................
16. Workers'compensation--------------------.-----------------------------0 --- ----.------------------------ --------------------- --------------------------- --------- 0
17.1 Other liability-occurrence----------------- --------0 .._ -------------.------.------- .-----------------.-------- ...------------------------.-- ...----...._----._-'---0
17.2 Other liability-claims-made_.---------------.._.----17.534.686 _ --- --------._--------------------- ------------------ ----------------6,924.470 ----------10,610,216
17.3 Excess workers'compensation-------------- --------------------------------- ------------------------ ----------------------....
0
- -"------ --0 ------ " -'--- -----------------------
---------
18.1 Products liability-occurrence......"-----' ----------------------- --_---------------------------- ----------------.---.----------- ------.------------------------ ------------------
.--.........
0
18.2 Products liability-claims-made------------.-..... -------- ---------------- --- ------ ----------.------- -------------.._._..0
19.1.19.2 Private passenger auto liability ------------ ..----....'---......----
...._..___...0
_---- ----------_------- --- -_........ .
19.3,19.4 Commercial auto liability ------------------------- .-...----..0
21. Auto physical damage.-------------- --------0 -------------.-------------- --------- .------------------------ --------------------.-...0
22. Aircraft(all perils) ----------------...-..........D _ --------.---------------...... _-.-....._..--........----_..0
23. Fidelity ----0 - ----------- .-------------------------- ---------------------------- ----------------------_.0
24. Surety .308.490 - ----------------"'---------- ------------------168,775 -. ............139,715
26. Burglary and theft....----........_--_-----------------------------------0 " .................................. -'-"'-----._._....---------.. -..----'----...._...'------0
27. Boiler and machine ------- ---------
28. Credit-..'."'----_------------------.---------------------------------.----------0 -. --- -------------------------------- ---...--.........---_..0
29. International-------'-...----'------------------ --------------------------- ------------------------- -------------------.0
30. Warranty------------------------------------..
--------------_0 - ........ '-- -..0
31. Reinsurance-nonproportional 0
assumedproperty------------------------------------..XXX....---------' - ------ -----"-'---.._......----.....- -....-----------------------
32. Reinsurance-nonproportional
---.---"..0
assumed liability --- XXX
.-..... ...----.....-------------------------------- -------------------
------ .--__ ...---......._---_.......-.-- .....----_....-
33. Reinsurance-nonproportional .__--_0
assumedfinancial lines............------ ---------XXX..._..-...................................... ............----- -----..._.-----_-----------
34. Aggregate write-ins for other lines of0 0 0 0 0 0
business...---.--_--------------------------------
35. TOTALS 17.843,176 0 0 0 7,093,245 10.749,931
DETAILS OF WRITE-INS
3401. --------------------------------- --------- ----------
3403. .........
3498. Summary of remaining write-ins forg 0
Line 34 from overflow page....-----_------------------------------ -_0 0 ----------------------_0 --------
--------------------
3499. Totals(Lines 3401 thru 3403 plus 0 0 0 0 0 0
3498 Line 34 above
(a)Does the companys direct premiums written include premiums recorded on an installment basis? Yes I ] No I X I
If yes: 1.The amount of such installment premiums S --------------------------------
2.Amount at which such installment premiums would have been reported had they been reported on an annualized basis$ -----------------.....
8
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
PART 2-LOSSES PAID AND INCURRED
Losses Paid Less Salva e 5 6 7 8
1 2 3 4 Percentage of
Losses Incurred
Net Losses Unpaid Losses Incurred (Col.7,Part 2)to
Reinsurance Reinsurance Net Payments CurrentYear Net Losses Unpaid Current Year Premiums Earned
Line of Business Direct Business Assumed Recovered Cols.1+2_3)
2-3 (Part 2A.Col.8) Prior Year Cols.4 r 5-6) (Col.4,Part 1)
1. Fire.....................................................--------------------------------------.-------._...---------------------------------------------.------------------------------0 ------------------------------ -------------------------------------- --------------------------------
2.
_----- .._2. Allied lines......_.._............................................................................................................................................................................0 .................._.................. _.................................... ._..-------------------------------0 ..................................0 ..._.__..........................._. ...................................0 ................................0.0
3. Farmowners multiple peril------------------------...........------------------.......--------------------------------- ----------------------------
-0 ---------...._------------ -------------------------- --------------------------0 ------------------------0 - ------------- ------------------0 ----------------------0.0
4. Homeowners multiple peril.- ............. .........----.............._._.._..- ................----_........... ...............-.........................0 -- ............._._............... ...................................... ............--'---........0 .-- ............ ........0 .................................... ........-------.._...._.0 ............ - ...._...0.0
5. Commercial multiple peril-------------------------_._-----------------------------------------------------------------------------------------------------------0 __-------------------------------- ------------------------- ------------------------0 - ----------0 ----- -------------------------- _O -------___------------------0.0
6. Mortgage guaranty..----..._....-.----._..._..--..._._..----._....................._.._.............................._._........................_... ..........0 .................................... ...._._.....-- ._...._......... ---.................. ....0 ......-------------------------..0 ..................................7.. ...................................0 ---------------........---..0.0
8. Ocean marine--------- -...--------------------------.......--------------------------0 ---------------------------. --- ------.------ ------- -------------0 - --------------0 --------- --- _
--------___- ---- ...... ........................0 --- - - -
-----------------...0.0
9. Inland marine-.........................................._........ ----......---........-------......--_--.--._--------_.....--_............._..------------._._-----------0 ...........---.............--- ..................................... ...._......---'-.
..........0 -----------------------------------0 ..................................... -------.--------------------0 --------------.....----..:._0.0
10. Financial guaranty.-------- -----------'-------------------._.....-------------------------------------------.----------------------- ---------------------0 -------------------------------- ------------------..._------- ----------------
----------0 _---------------_----0 --------------------------------- .........-----------------------_0 .._...._-- ............0.0
11.1 Medical professional liability-occurrence........................................._........_....- _- _ --- -- _-- ---- --------------- - - -- -- --
-----._..._........ ---................._.------.------ ------ ....-----.._------- ------------- ---.------.------------0 -------......-----------..0 ... ------ -----------......_------0 --------------------..0.0
11.2 Medical professional liability-claims-made...........---------.------------------------------------ ------------------------------ -------------------------------- ---- .---------------------.....0 ------------...................... ......._-------------..........- ---------..............----0 -------_...._._.............0.0
12. Earthquake---------------------- --...._--....................................................................................- ------ ....---.0 ---------------._-------------- ---------------'-----.------ ------------------------------------0 ....---------------------------0 ------------------------ - ----------- _0 --------_----- -0.0
----------------------
13. Group accident and health...._......-----..._.------------------------------------------------------- ----......-----..-------------.------------------0 ----..............----------- ------------ .--..---------------------------0 ...................................0 ................----............... ............................---_.0 _.._.........................00
14. Credit accident and health(group and individual)..----------------------------------------------------------------- .......---------------------0 ------------------------------------- 0 ------------------------0 -----------_------------------ _. 0 --------------------------.0.0
15. Other accident and health--- ---------.....
--------------...------........--------......-----....-----------.......-----...........-...................0 ......-----............._........ -----............................. -----------......................0 ...................................0 -.................................. ...................................0 ...............................0.0
16. Workers'compensation-----------------------._..- --- ... - ---------------------------..._.... ------------- ----0 -- ------------- - --- -_---------------- _ - -__. 0 --------------------0 ......-------------------- -----------------------0 _.....---_...-------0.0
17.1 Other liability-occurrence.........-....................._.......----.._.....................---------..........................._...._.............----...._..................0 -----.............................. ---...__...-.._.................. -----------------......---
------0 _-----------................-0 ..................................... ------------------------.-----..--0 ------------_--------_.. .
17.2 Other liability-claims-made ------------------------------------------------------------------------------------------------------------ -------------.13,156.192 ------------------------------ --------------..7.786,223 -------------....5,369.969 ------------------14,037.964 -- -_-' 15.290.151 -------------...4.117,782 _.._.39.0
17.3 Excess workers'compensation......................._....................................................
..._..._............................._......_......._............._.0 ...................................... -------------------------- _..........---------------0 -----------------------------------0 -------------------------------------- ....--------------.._........0 ------------------...._0.0
18.1 Products liability-occurrence.----------- --- ----- --- ----------.-.---------'--- ----------..------------------.0 ---------.... 0 .--------......._.------.. .....................-------..0 _........... .0
18.2 Products liability-claims-made..........................--............_._........------.......---'-----------------------._.......-------......._-------- ---------------------------------- -----------------------------------. .------------------------------0 --------........---------------- ------------------------------------ ------._..-_---------------_.0 ---------------------- '
19.1.19.2 Private passenger auto liability ----------------------------- -------------- --------------------0 ..-. ..................................... -----------------------------------0 ---------------------------0 ...................................... _.................................0 _._.............._----.....0.0
19.3,19.4 Commercial auto liability---------------------------------------------....._....-------...._....--------.....-------------------.------..... _----------------------------0 ------------------._......-------- .----------------------.------- __-------------------------0 _....------------------------ 0 ------------_---------......--- --------------------.----------0 --------..._....-----------0.0
21. Auto physical damage-----.--------------------------------------.-----------------------------------------------------_----- 0 ..............................-..... -'-................................. -------------_...................
0 ........_..------.................0 .. 0 _...................---_......0.0
22. Aircraft(all perils)-------------------------------------------------------------------------------------------------------------.._..---_.------.-------------.------------0 __...._------..._____.__......--------------.---------.------------.---. ....__-------- ..0 -----------------..---------------0 ._. ------------- __._.._.___......_._...._.0 _..._._...._._....._.-__0.0
23. Fidelis -.......0 .............--_............_.... ..................................... ..................__.............0 ....................._............0 ....................--_............ --
............................ ......................... 0.0
24. Sures ----------------0 ---------- ----------------------------- .--------------.-...---
-----0 -..16,000 --------------------------8,000 ----------------- _10,000 - ------------7.4
26. Burglary and theft----------------------------------------------..---._.......----.........-----.._........------------------------......................._..............----..._.0 ............................... ------............................. ---.---.------------------------0 ...................................0 ..................................... --------------------.-----------0 ...............................0.0
27. Boiler and machinery--------_--------------.._._-----------------------------------------------------------------------------------------------------------------0 ---..... --------------------- ------_---------------------- ---------_----------------0 ----------------------------0 -----------.._...._..----------- -------------__------------------0 .._.._.----------------..0.0
28. Credit........................................................_......._.............---------.........__........----..............................----......-----..._...----------_......0 ..................................... ---------......................... -------- ... _._--.._..0 .........--- -........- ---......__......-- 0 ...._-- O.D
29. International--------.....--------------------------------------------------------------------------.....------------------------------------------------------------ --------'---------------------- ------------------------------ ----------...-------
---
.._---0 -----------------------------0 ------------------------------- --------------------------0 ............------------------0.0
30. Warranty_......-......................................... ------------------------------------- .._...............................0 .............. ----'-....--- ---------------------------- ------------------- ---------------------------- ---------------------------- ----------------------------0 ---------------..0.0
31. Reinsurance-nonproportional assumed property-----------------------------------------------------------------------------------'------------XXX--------------- -------- ----- ------------------------...----.... .-----------------......---------0 ....... ..........0 ..................................... ....--'------......................0 ...............................0.0
32. Reinsurance-nonproportional assumed liability----....................................._........................................ _------------XXX..---------------------------------------------- -------.---------------------0 ---------- 0 -------------------------------- --'----------_--._.--------�0 -----------------------0.0
33. Reinsurance-nonproportional assumed financial lines---......._---------------------------------------------------------XXX------------------- ----------------------_------ ...................................0 ..........................0 ..................................... ...................................0 ...............................0.0
34. Aggregate write-ins for other lines of business....................................................................................... 0 0 0 0 0 0 0 0.0
35. TOTALS 13,156.192 0 7,786,223 5,369 969 14,053.964 15,296.151 4,127,782 38.6
DETAILS OF WRITE-INS
3401. _....... ..............-.......... .._..__............._.............. ................----.........0 ............................ .. ............. ............0 - ......._......-- .__... ........ _..........0 ......._..........................0 .._....._...._........
3402. ------------- ..._..---------------------------------............__.........__.___.......__.._.._...___..__...__.._.__..___.---------..------------------------- -------------------------------------- ....._..___....__. __........_...._....._.-.....____..._.._.._.........._._.........
3403. ......................................................................................................................................................................................................
....----_._...........---..............------.............................. ..._----................._..---......------..._.."------'-----........----'-------...... ..._........------------'--`..........---......
3498. Summary of remaining write-ins[or Line 34 from overflow page.-------------- ----------. 0 _----------- 0 ------------------------0 ------------------------0 ---.-. .._..---0 -------------------------0 _-------------------......_-D -------------------...._------
3499. Totals Lines 3401 thru 3403 lus 3498 Line 34 above 0 D 0 0 0 0 0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
PART 2A-UNPAID LOSSES AND LOSS ADJUSTMENT EXPENSES
Regortei I Losses Incurred But Not Re o ed 8 9
1 2 3 4 5 6 7
Net Losses Excl. '
Deduct Incurred But Not Net Unpaid
Reinsurance Reinsurance Reported Reinsurance Reinsurance Net Losses Unpaid Loss Adjustment
Line of Business Direct Assumed Recoverable Cols.1+2-3 Direct Assumed Ceded Cols.4+5+6-7 Expenses
1. Fire-_-------------------------------------------------------....-------------------------------------------- --. -----'--....._.--- ------------------------------- "--'-----------------------0 ...................................... ----- -------'-- -----------------....-----I......... -------.------.---..--------.0 .._...--------'--............_
2. Allied lines-----------------------------------------.-...........----.............-..-.-----------------.------------..-----.--------------------- .....--------------------...---- ---...----*--------.-----------..--- -------.------------------------0 ------------------------------- ------------_------------------- ---- --- -----------0 ---------`
3. Farmownem multiple peril----..._-.__.----.............------------._-------------------------------------..........----- -------..._.......----------- ...................--------...0 ------------------------------------- --------------- ---------..... -------------- ................--...... -._-.0
4. Homeowners multiple peril----...............----.....------..........-------......------............--------------....... ------------------------------ ---------------------------------- ----------------------.......0 ------------------------------------- -------------------------- ------------------.---._.----- --------.----------------------0 ------.---------------------------
5.
. ..5. Commercial multiple peril-------------------------- --------..-------------------- -------------------- - -------- .................................-0 ...................................... -----------------------............. .........._..............--........ ..........---....................0 ......-------------------_..
6. Mortgage guaranty-----------------------------------------------
....------.------.--..- --
----------- --------------------------------. -------------------_---------- ...--------------------......_.0 _._-------- ----------------------------- ------- ------------------........._0
8. Ocean marine-------------------------------.--..-.....-.......-------.._.......----................----._........------......._......._------.-- ......................._............ -----------------------.--------*.. ...................................0 ........................._.......... ........................... --- ----'......................-.... .............................-- 0
9. Inland marine.--..------...._----------------------"-------- --------------------------------`----- --------------------------- --------- _- - - ----------
'-------- ------ ..--_------0 .------------------------ ------------------------------ . . 0 ----------------"'-------
10. Financial guaranty............._..................................................................................................................... ..----............................... ..............................------ .........................._-.....0 ........................-........... -- ----------------------------- ----------------...............0 ..-------------.._.........--.
11.1 Medical professional liability-occurrence----------------.._------------_---'------��----_-------------------_-------- ---------------- --_---------------------------- -'-------------------------------0 ----- ------ ------------�---�--.---.---------- ---------------_-----.-------.. .._-..--------------�-----
-0 -----
_ ...................
11.2 Medical professional liability-claims-made................... ._..........----....._.............._----._. ..--------.--------.------------- - 0 ....---------.........--.------- ------------------------------ --------------------- 0 ------------------------------
12. Earthquake....------------------------------- ---------------------------.------------...............------------ ----------'------------------..-.. ---------------------------- -------------------...----0 -----------------------------._ --------.-------.._------------- -----------_-----.......----- �--- ------ -------
health ...................... ................................ ------------ --- ---
---.-.-..---0 ....._......
0 -- ------------------------------- ----------------._.....- (e) - -0 - -- -
15. Other accitlent and hearth_------._................_._.--------'--'-'---------------------------_------------------..._.__.---- ��---..........-----------------.. ------------------------------- ..-------------------'----------- �--......
16. Workers'compensation-----------------------------.._----------........--------_----.....----------------------------------------- -.-------------------------....... ....-----.---------*-----------.---- ......................-----------0 ..................................... ------------------------------------ -------.---.-..-----------------.--- --------.----.---------------------0 -'-.-..............................
17.1 Other liability - - - - --- - - ------- -- ------------
------------- -- ------...------ --------------- -- -- - -----------------------------------0 _----- ---- -- -- - ----------------------_------- ---------------
- ---.. -- ------ -- -------------__---- -- --------...0 ..-----------------
17.2 Other liability-claims-made....- ..----------------------------------------_----- ......._-----------------------9,762,612 .. -...........................- ----...-----2,885,701 .........---........6,876,911 --........-----.13,124,989 ..._..- - ......__........ .....------..5,963,936 ------------------14,037.964 ......-..-......6.483,061
17.3Excess workers'compensation------.._ ---- ---- ------------ ---- - _ ---- --- --------- ---- -- -- ---- ------- -----------
... -- .-...-- ---- ---- - -----.------- ----- - --------- ------ ---- -- ---'- ----- - - ------ ------------- -- --- -- - - - - ---- -
.---------__- -- -- - ---- ------ - -- ------------------ -------- ----........0 ..
j18.1 Products liability-occurrence........_.._......----........................................................._...................------- -------------- ...........-........_............... -...._...---------...._..........0 .-......----.........---------.. ........-------------------..... ..._----- ..... .......-......--..-.._........._U .---------------------
0 18.2 Products liability-claims-made------------------------------------------------------------- --------- ---- -------------------------- -------------'-----------...---0 _._------------------------------ ------------------.-- .---_---------------------- -- ---.....0 ._..
191,19.2 Private passenger auto liability........................................................................................-----.-------------- ..-----------------------.---....---- ---------.------------------------- ..-----------------.------.-----.-0 ..................--.......'----.- ---------------------..._------- -------------_--......_------ ------- 0 ..---------------------------�--_.--
19.3.19.4 Commercial auto liability----------------.----------------------------.--------------...............--------------------------- --------------------------- ....--------------------- ----------------........_......0 .-----------------------..... ---------------'---.------ -----------.-----.............. -----.-...._.._..-. -........0 ....._........
21. Auto physical damage........................__-----._....-------. ----------------------------- ---------------------------.---- ----------------------------- -----------------..-.......-..0 .-----....------------------------- ------------_------------ -------------------------- -------...._-------------'0 ---------------------
22. Aircraft(all perils)------'-------------------------.-.....---------------------------..._.--.........--..........._....--------.--.... ..._.I.--------..............-- -- ..
----_.......................... ---...............
......
.......0 ------------------------------------- -------------------------.._--- --------_----------.. ----------- ....-............................
0 ......_............-----------...
23. Fidelity -------------------- ----- - -----------------_------------0 ------------------------------ -------------------------- -------------------------- -------'--------------0 --------------------
24. Surety----------_-----------.-------------------------------------------------------------------------------.---....................32.000 ..................................... ....... ...............16,000 .....--..............16,000 ..................................... ................................. ..................................... ..........................16.000 ...........................B.012
26. Burglary and theft---------------------------------------------------------------.------ ---- ----..-------------------------- ... --------- ----------.._----------------- ----------------------------------0 -------------------------- ------------ --------------------------- ------ 0 -------._..-------------
27. Boiler and machinery................--------------.-----.--------------.............
....-........................... --............. .................................... .......-------............... --- ............ ..................0 .---................... .... .......---------------..--....... .._....-------------------------- ---------------...............0 ............. - .....
28. Credit._--------------------------------------------------_---.-------------- -----------.------------- `--- -- ---------------I---------------�0 ............-----------`---�----- ------------------.---- --- -------------------------------- --��--�--��-__--�--...-�--�--� -�--..
29. International...._.................._......................----._-........_----................................---................................. ------------._..._............... .-......... -----.--*......... .................-...
---.......0 ......-'----.................----- --......-------....-------------- ----------..--�-------------.---- ................................_.0 '------._
30. Warranty.---------------------------------._.---- -------------------------------------------- ------------------------------- __-------------...-..-------- -------�----------_.-...--0 ---------' - --------------------------- ---------------------------..... ------------ ---�-�--..-.
31. Reinsurance-nonproportional assumed property................................--'----................XXX....------...................-------..........-- --------......----------.......... -----...........---------.....-0 ...............XXX---------------------------------_---------------- ..................................... ...................................0 ..-----------...........----
32. Reinsurance-nonproportional assumed liability.------------------------.-------------------XXX---------------.------------------------ ----------- ---------------.-. ---------- -----0 ...............XXX---------------- ------------------------ ----- --------_.._-........0 -------.........._..._.-..----
33. Reinsurance-nonproportional assumed financial lines..........--....._.....-.....................XXX.................--------.-----------------. .._..-----------.--------------- --------------------------.-0 ------........XXX--------..._--------------------------- �-------------------------------- .....-----------..-...._'_-0 ------------------------------
34. Aggregate write-ins for other lines of business.....-_---------------------------------- 0 0 0 0 0 0 0 0 0
35. TOTALS 9,794,612 0 1 2,901.701 6,892,911 13,124.989 0 5,963,936 14,053,964 8,489,073
DETAILS OF WRITE-INS
3401. ........-----._..--'-------......---------.....---....................-._......-----.-......-------.... ...........----...-----.........-------------------------------------------..... ._.....----'---------------------------------------------------------------------------------.......----------------.._--------------..__-
3402. --------------------------_............._................._----------------............................................
.-................._..--------.--...........-.............._................................._....--.........-'--..........................................................._...........-`---...................... ................................----.......................-----'----..........
_.
3403. -----'-----------`-'-------------------._.-....------_....- ---............ -----------------------`------ ---------------------------------------------------- ___._-----------------.......__...--`---------------._..-------------- ---`-_ -
3498. Summary of remaining write-ins for Line 34 from overflow page......................................................0 ...................................0 .......-------...................0 .......--------.--...........0 ...._---.............--------.0 ......................_.......---0 ------------------.........--..0 .....--------------.........---0 -----------------.._...........0
3499. Totals Lines 3401 thru 3403 plus 3498 Line 34 above 0 0 0 0 0 0 0 0 0
(a)Including$ ...................................... for present value of life indemnity claims.
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
UNDERWRITING AND INVESTMENT EXHIBIT
PART 3-EXPENSES
1 2 3 4
Loss Adjustment Other Underwriting Investment
Expenses Expenses Expenses Total
1. Claim adjustment services:
1.1 Direct.-------------------------------------------------------------------------------------------------------------------------------2.943,038 --------------- .. ................ ....................2.943,038
1.2 Reinsurance assumed .........-..--.-..--......------------------------------------------------------ -----------------............... ............................... - ----- ---------------0
1.3 Reinsurance ceded ......_.........._.........................._._........__.... 1,246.043 1.246,043
1.4 Net claim adjustment service(1.1+12-1.3)--------------------------------------------....................1,696,995 -----------------------------------0 -----------------------------------0 --..................1,696,995
2. Commission and brokerage:
2.1 Direct excluding contingent......................................................__-------.--_----- ---------- ---------------.1,325.703 -------------------------------------- ---------........1,325,703
2.2 Reinsurance assumed.excluding contingent--------------------------------------------------------------- ..........-------------------- ----- ------------------------------0
2.3 Reinsurance ceded,excluding contingent......................................................................---------------- -----------...-....1,709,732 -------------------------------------- ..1.709,732
2.4 Contingent-direct................._....-.--..-...-............--...-._..--.-....-.--.....-...--.-...--..-------------------------------------- ___-.------------.._.---------- .-------..--`---._----------- ._...._-__._
2.5 Contingent-reinsurance assumed.._......................................................................-------------------- ------------------------ --- 0
2.6 Contingent-reinsurance ceded----------------------------------------------------------------------'-.._........ -------------------(170,223)......-_._---------------- ---.-.-..._-.._070.2231
2.7 Policy and membership fees......................................................................... 0
2.8 Net commission and brokerage(2.1+2.2-2.3+2.4+2.5-2.6+2.7)_-----------------------------------0 -----------------------(213,806)------------------------------------0 ---------------------(213,806)
3. Allowances to managers and agents............................--------'--------------------- ...................................... ..................................... .................._.--.........._0
4. Advertising-----------------------------------...................................................-------------------------------------------------- .........`------------171,538 -----------........171.538
5. Boards,bureaus and associations..--'---.....................---.....................------..............----......-------- -.---------------......._39,260 ...................................... ..........................39.260
6. Surveys and underwriting reports---------------------------------------------------------------------- --------------------------- -----------------..116,000 ------------------------------------ ------.116,000
- ------------
7. Audit of assureds'rocords.............------.............................................................................'---'--............ ..................................... ......_.............................. ......._--------.-----------0
8. Salary and related items:
8.1 Salaries.................------------.....----...............................................------------... ...................492.526 ....................1,800.554 .....................2.293,080
8.2 Payroll taxes----------------------------._................--------------------------------------------------------------37,229 ------------------..131.396 .............. - ....... ----------------------168.625
9. Employee relations and welfare-------------------------------------------------------------------------------------------- 57.791 ..-----................335.427 -----------------------------------.. ...........-- --393.218
10. Insurance ---------- ....._._.........................-----------------.-.....--.._...._-------------------------25,427 -----------------------87,692 --------------------------- ---------------------113.119
11. Directors'fees----------------------------------.._.._.........................------------------' .........................20,218 --------------------------- ...................................... ..........................98,382
12. Travel and travel items....---------------------------------------------------------------------------------------------------------18.256 --------------------112,057 -----------------------------------. ................. 130,313
13. Rent and rent items----------------.--------------------------------------------------------------------------_----------------------31,817 .......... 110,046 -------------------------------------- --------------------141,863
-
14. Equipment---------------------------------------------------------------------------------------------------------------------------------91.265 -....-..........-.214,142 --------------------305,407
15. Cost or depreciation of EDP equipment and software--------------------------------------------..................22,519 --------------------52.836 ...-........ ........ -------------.------------75,357
16. Printing and stationary-------------......................._..---....----------------------------------......----............18.537 ---------------------63,866 . . ----.......__............. ---------------------82,403
17. Postage,telephone and telegraph,exchange and express...... -------------------------23.483 -.------------..---------.59,217 -------.-..-------.--..-116,703 ........................199,403
18. Legal and auditing......-.-...............................................----................................. 40,587 108,641 91.396 240,624
19. Totals(Lines 3 to 18)------------------------------------------ --------------------879.655 ------------.....3.480,838 -----------------------M,099 ---------------_4,568,592
20. Taxes,licenses and fees:
20.1 State and local insurance taxes deducting guaranty association
creditsof$ .........._......................._ -------------------------------------------- --------------------------------- -. 375,603 ..................................... _-------------------375.603
20.2 Insurance department licenses and fees--------------------------------------------__ ------------------------------- -------------- 129,374 -------------------------------------- ------------------------129,374
20.3 Gross guaranty association assessments......-'--......................---.......... ..................................... ...............................925 ...................................... .........-----------.....925
20.4 All other(excluding federal and foreign income and real estate)_..._.---. 21,929 21.929
20.5 Total taxes,licenses and fees(20.1+20.2+20.3+20.4).--------------........................................_0 --------.--......_-----527,831 ------------------------------------0 .-.-....................527,831
21. Real estate expenses---------------------------------------------------------------------------------------_--------------------------- ------------------------- ------------------._133.104 ------------------133.104
22. Real estate taxes-----------.........................._.....---------------------_------------------ -- .------------- ..--------------------------.... .......................... 27,717
23. Reimbursements by uninsured plans------------------------------.------------------------------------------------------------------- ----------------------------. ----------------------------- --------------------..0
24. Aggregate write-ins for miscellaneous expenses...................... .......__.......69,156 .........................332,696 -----------------------.............0 .......................401.852
25. Total expenses incurred-------------------------------------------------..._................. ....................2,645,806 ---------.----..4.127,559 ------.----------.-.368,920 a) _._-..._7,142,285
26. Less unpaid expenses-current year.............................-..-------------------------------------------...___.8,489,073 -------------------_239,788 ---------------------------- ....................8,728.861
27. Add unpaid expenses-prioryear---------------------...---------------------------------.-----------------------------10,097,614 ------------------------648.571 .. ._10,746,185
28. Amounts receivable relating to uninsured plans,prior year.............................-_--------_---- ------------------------------. ............----.....------------- --.....----------------------------0
-29. Amounts receivable relating to uninsured plans,current year 0
30. TOTAL EXPENSES PAID Lines 25-26+27-28+29 4,254,347 4,536,342 368,920 9.159,609
DETAILS OF WRITE-INS
2401. Charitable Contributions --------------------------------------------------------------------------------------------------------------------- .._.------------.210.210 ...........------------------- .......................210.210
2402. Miscellaneous .-----------------------------------------------------------------------------------------------------------------------._69.156 .........................122,486 ...................................... ------------- .191,642
2403. .---------------------------------------------...-....._..................--------------........-------------.._..-.........-------------------.---------------- ---- ------.-----------------
2498. Summary of remaining write-ins for Line 24 from overflow page.------.--.---.--------------------...__...._0 ----------0 -----------------------------------0 ---------------------------_-__.0
2499. Totals Lines 2401 thio 2403 plus 2498 Line 24 above 69,156 332,696 0 401,852 -
(a)Includes management lees of$ 22,250 to affiliates and$ ---------------------------------- to non-affiliates.
11
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
EXHIBIT OF NET INVESTMENT INCOME
12
Collected During Year Earned Durin Year
1. U.S.Government bonds ------_---------------_...------ -------------------------------------- '- --------------- --------------------------------- (a)--------------.36.958 28.377
1.1 Bonds exempt from U.S.tax. ..................---- ......................_....._....._.--".....--- ...................__....----------'--------------- (a).................102,243 -----------------...54,810
1.2 Other bonds(unaffiliated)-------------------------------------------------------------------------------------------------------------------------------------------------............_-.. (a)-----------------679.698 ----------------------
1.3 Bonds of affiliates-----------.__---------------------------------- ------------------------------------------------------------------ (a)-------------------- -------------------------
2.1 Preferred stocks(unaffiliated)-...........'-'-'--------------------.---....__-'-.. ................._.......-------------------.......................... (b)......................-...... ---------------------------------
2.11 Preferred stocks of affiliates ._.__..._._..-.-------- ....................._. (b)
2.2 Common stocks(unaffiliated)..___.-------------------------------------------------------------------------------.-------------------------------------------------..............._....................._193,793 -------------------193,793
2.21 Common stocks of affiliates--................................-'--------------.... ....................................._......-------..............--------'---.......................... .....................................
3. Mortgage loans------------------------------------------ ___ ------------------------ ------------------------------------------------ O-----------------------------
4. Real estate.... .....-- -- . -----'---......................._. . (d).................150.000 --------------------150.000
5 Contract loans-----------------------------_--------- ........................._.'------------------------------------------------------- ........................
6 Cash,cash equivalents and short-term Investments-___-----------------------------------_--.---.--.---.------------------------------------------------._____ (e)----------------29,342 -----.--.---.--.---.--.--29,342
7 Derivative instruments............................---------------------............... ................................_.........._...------------- f ---- .....................................
8. Other invested assets--------------------------------------------.............................____......_........_.........----------------------------------------------------
9. Aggregate write-ins for investment income---'-----'--------'---------------------------------------------------------------------- ---............_...__._-.0 ------------------------0
10. Total grossinvestment income 1 1,192,034 1,196,799
11. Investment expenses--�----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- (9)------------341:203
12. Investment lazes,licenses and fees,excluding federal income taxes.......... .--_._......._._....._.-....-.--.--...--.--.--.--.--.-...-----------------.--.--.-----.(g)-------------------
13. Interest expense ........._........__.................--'-----...---.....................----'.................................... (h)...............209,740
14. Depreciation on real estate and other invested assets---------------------------------------------------------------------------------...-_-_------------------------------------------------------------ (i) -.---.---------93,823
15. Aggregate write-ins for deductions from investment income....._.........................................__..................---------------'-------------------------------------------------_---------...................0
16. Total deductions(Lines 11 through 15)...................... ........------------------------------------------------------....................................................................................672,483
17. Net investment income Line 10 minus Line 16 524,316
DETAILS OF W RITE-INS
0901- -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ------------------------------- --------------------------------------
0902-
0903. ............................................................................................................................................................................................................................................................................................
0998. Summary of remaining write-ins for Line 9 from overflow page------------------------------------------------------------------------------------------------------- ------------------------------0 ------------------------------0
0999. Totals Lines 0901 IN u 0903 plus 0998 Line 9.above 0 0
1501. ----------------------.................................................-................................................................................................................................................................... ................................
1502. ..------------------------------------------------
--------------------------------------------------------------------------------------------------------------
1503. ......................................................................................._......................__..-------------------------------------------------'----------------------------'--------------'-----------'- ---------- -------.-_--
1598. Summary of remaining write-ins for Line 15 from overflow page.............................................................................................................................................. ..................................0
1599. Totals Lines 1501 thry 1503 plus 1596 Line 15 above 0
(a)Includes$ .................-14,247 accrual of discount less$.................228,863 amortization of premium and less S----.-----..------..7,341 paid for accrued interest on purchases.
(b)Includes S ------------------------------accrual of discount less$.------.--.------------------ amortization of premium and less S..--..-..-.................... 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 S ..............................accrual of discount less$------------------------------ amortization of premium and less$.............................. paid for accrued interest on purchases.
(I)Includes S ..............................accrual of discount less$ ............................. amortization of premium.
(g)Includes$ -------------------.---.-----investment expenses and$ .. investment taxes,licenses and fees,excluding federal income taxes,attributable to
segregated and Separate Accounts.
IN Includes S ----------------209.740 interest on surplus notes and$...__. interest on capital notes.
(i) Includes$ .................93.823 depreciation on real estate and$ ............................ depreciation on other invested assets.
EXHIBIT OF CAPITAL GAINS LOSSES
1 2 3 4 5
Total Realized Capital Change in Change in Unrealized
Realized Gain(Loss) Other Realized Gain(Loss) Unrealized Capital Foreign Exchange
On Sales or Maturity Ad'ustments Columns 1+2 Gain Loss Capital Gain(Loss'
1. U.S.Government bonds ............_-_.-....----------0 ----------------------------------- -----------------------------------0 .............................._...0
1.1 Bonds exempt from U.S.tax------------------------------... -----------------(56,102)------------------------------ '----------------------(56.102)--------------------------------- ------------- --------------
1.2 Other bonds(unaffiliated)............................................----------------------3,183 ...................................0 .............................183 --......................348,283 ...................................0
1.3 Bonds of affiliates_.......------_---. ----------- -------------.------.------------.-----.------0 ..........._---_---------.0 -----------------------------------0 .-..-........_.__.._____0 -----------------------------------0
2.1 Preferred stocks(unaffiliated) -------------'--.-------------0 ----------------------------------- ---------------------...._..___0 ---------------------------0 ------------------------------0
2.11 Preferred stocks of affiliates------- ..---.........................-0 -----------------------0 ...................................0 .......-------.-----------------0 ----.......-....................0
22 Common stocks(unaffiliated)------------------------------------- ---------------------211,423 ----------------------.---0 ----------------.._.211,423 --.-----.--------1,054,908 ------------------- _0
2.21 Common stocks of affiliates-----------........................................---------------------------0 -------------__---__------.-...0 -----------------------------0 -----------------------176.618 --------------------------------0
3. Mortgage loans................................................... ......_...........................0 ------------------------------0 ...................................0 -----------------------------0
4. Real estate -- ----------------------------------------------------------------- --------------------------------0 --------------------------------0 --------------------------------- -----------------------------0
5. Contrail loans-----------------------------------------------------------------------------................----- --------------------------- ......................---._..----
------------------------------------- ..............................
S. Cash,cash equivalents and short-term investments ----------------------------- ------------------------------------- -----------------------------0 ..................................... ------..._--------
7. Derivative instruments-------------------'----------- ---------------------------- ..---------- --------------------------0 ------'------'
8. Other invested assets.................................................. -------------------------------- ...................................0 ------------------------------0 ...............................0 .............. 0
9. Aggregate wrile-ins for capital gains(losses) -------------------------------0 ------------------------..0 --------------------.......--0 ---------------------------0 ---------------------------------_0
10. Total capital ains; losses 158,504 0 158,504 1,579,810 0
DETAILS OF WRRE-INS
0901- --------------------------------------------__---------------------------- ----------------------------------------- ` --------------------..------"--..-..-----------
0902. ---------------------------------.-------------.._._---------------------------------- .--...............---.------...---" --------.......-------------.------...---------..-.
0903. -----------------------......_._-------------------------------- ......................................------`---------------------------..................................
0998. Summary of remaining write-ins for Line 9 from
overflow page-........................_---.....----------------......------------------.........-0 ------------------------0 ...--------------------------------0 -----------------------------------0 ---------------------
'-- ----
0999. Totals(Lines 0901 lhru 0903 plus 0998)(Line 9, 0 0 0 0 0
above
12
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF NON-ADMITTED ASSETS
1 2 3
Change in Total
Current Year Total Prior Year Total Nonadmitted Assets
Nonadmitled Assets Nonadmitled Assets
1. Bonds(Schedule D)---'--------------------------------------------------------_-----...... --------------------------------------------------------------. .....___-------------------------- ---------------------------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 lions.................................................................................--------------...._.................................--...... .--.--- --------- .................................. .
3.2 Other than first liens----------------------------------------------------------------------------------------------- ---------------------------- --------------- ------0
4. Real estate(Schedule A):
4.1 Properties occupied by the company -------------------------- --------------------------- --------------------------0
4.2 Properties held for the production of income--------------------------------..................................................... ---.....----------------------- ......---------------_-_--------- ---------------------------0
4.3 Properties held for sale --------------- ----_-_-------------
Cash(Schedule E-Part 1),cash equivalents(Schedule E-Pan 2)and short-term investments
(Schedule DA)._.----------------------------------------------------------------------------------------------------------------------------------------.............._.....__--------- -.--.--..--.--._.---.------------- --------------.------.-------------0
6. Contract loans---------------------------------------------..........................................................................................---- ---------------------------- .....................-............... ------.---------------------------0
7. Derivatives(Schedule DB)--------------- -- ------------------------------- ---------------------------- ----------------------------------0
8. Other invested assets(Schedule BA)'------------_--.--------------------------------------------------------------------------------.........-------......-...-..------- ----............................... ----------------------------0
9. Receivables for securities ------------------------------ --------- -------------------------- -------- ----------------------------._0
10. Securities lending reinvested collateral assets(Schedule DL)----------------------------------- ....................................- -..-------------.------------------- ------------------.------.------._0
11. Aggregate write-ins for invested assets--------------------------------------------------------------------------------...-._--------------------------------0 ------------------------------0 ---------------------_____-0
12. Subtotals,cash and invested assets(Lines t to 11).....................----------------------------------------------..-------. ...................................0 ....................................0 ...........................---_0
13. Title plants(for Title insurers only)--------------..._'--.-------------------------------------------------------- ----------- - -----------------------------------0
14. Investment income due and accrued--------------------------------------------------------------------------------------------------------- -----------------------348.786 .-----------------....263,723 ..............--'-------(85.063)
15. Premiums and considerations:
15.1 Uncollected premiums and agents'balances in the course of collection.......... ..........................60,074 ...--.--.................55,698 .-.-..-..--.--..-..--.---..5,624
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....................................................---------._-_------------------------ ----------.-------------------- ------------------------------- ---------------------------------
16.2 Funds held by or deposited with reinsured companies_---------------------------------------- -----------------.-- ------------ ---------------------------A
16.3 Other amounts receivable under reinsurance contracts----"--_------------_-.-..._.....'---------------------------------------.---------- ------------------------------------ ---------------------------------
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 lax asset.... ---- '-'...........................---- -'._.........'- --- ............--.....----- ---' .......1,254.573 ...-._......-_2,034.009 -------------------------779,436
19. Guaranty funds receivable or on deposit--------------------- .._...-..-------------------- ----------------------- --------------.------------------ ---------------------------0
20. Electronic data processing equipment and software------------------------------------.--------------------.-------_--------------------------50,891 ..--....--------.--.....1.825 -----------------(49,066)
21. Furniture and equipment,including health care delivery assets.................._.....--.---------_--.---.--.--..--...._. ------------------------- ..__--..----..-------.-A6360 ............-------...--.15,710
22. Not adjustment in assets and liabilities due to foreign exchange rates-.-...._..__----------------------------.-------------------------------.----_ ------------------------------ -------------------------.---------0
23. Receivables from parent,subsidiaries and affiliates ------------------------------------------ -----------------....._...-.----- -..--.------------------.--..--.... ----------.-..-------------------0
24. Health care and other amounts receivable------------------.............-..---------------....._....._-. .............................------- -----.......................---- -----------------------.--------0
25. Aggregate write-ins for other than invested assets---.__-------------------......_.--------------------------------------------------------211,770 ...---------------------36,925 .._..-----------------25,155
26. Total assets excluding Separate Accounts,Segregated Accounts and Protected Cell Accounts
(Lines 12 to25)....................................................................-------------..........-----------------.-----_------------ . ..............1.957.144 .. -............2.648,940 ...-....................691,796
27. From Separate Accounts,Segregated Accounts and Protected Cell Accounts..........---------------------------------------_------------------- ----------.-------------.---------. ------------------------- .0
28. Total Lines 26 and 27 1,957.144 2,648.940 691.796
DETAILS OF WRITE-INS
1101. ------------------------------------------------------_.__-_----- -----------------------------..--.--------------- .._-------- ----------------.----------------------------.------------------------
1102. .................................------.------------.----------.--------------.------------..---------.------.------.....--.--..--.--.-----------------------.-----------..----------.-------..---------.-------.._-----.--..-----.----------------.....
1103. ............----------------------------------------------------................._------------.-......--------------------------.-------------.-.--.--.-------------------------------------.--------------------- ---'--'--_....
1198. Summary of remaining write-ins for Line 11 from overflow page-------------------------------------------------..--.----- --.------------..-..-----------0 ___-----------------------------0 .------___ 0
1199. Totals Lines 1101 thru 1103 plus 11 98Lino 11 above 0 0 0
2501. Deductible Receivable --------...._.................................-....._."-'----------------'--........---'---------------------_-------------------167,765 -------------------..212.329 -----------------------44.564
2502. Auto:-obile ------------------------------------------------------------ __-------------------------------------___-------------------------------------------_37.410 -------------------.._12.088 ----------------(25,322)
2503. Due from Employees .......-'----------------------------------------------------------------- --------------------------------._..._-------------6,595 ---------------------------12,508 .........------5.913
2598. Summary of remaining writo-ins for Line 25 from overflow page_------------------------------- -----.----------------------------------0 -----------------------------------0 .---.----..-..........---------.0
2599. Totals Lines 2501 thru 2503 plus 2598 Line 25 above 211,770 236,925 25,155
13
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
NOTES TO FINANCIAL STATEMENTS
_. Summary of Significant Accounting _`olicie.s
A. Accounting Practices
'1'S;e Company prepares its star.atopy financia.; statements in conformity with
accountinq practices prescribed or perm::itted by the state of Missouri Department
of Insurance. - -
The Missouri Department of .mace recognizes only statutory accounting
Practices prescribed or permittedby the State of Missouri for determining and
reporting the financial condition and results of operations r.. ..:: insurance
company for determining its solvency under the Missouri Insurance Law. 'he.
National Association of lnsurance Commissioners' (NATC) Accounting Practices and
Procedures manual(NAIC .1) has been adopted as a component: of
: ..scribed or.
.Permitted practices by the State of Missouri., rhe state h.sadoc'ed Pertain
prescribed or permitted practices hat differ from those fund in MAIC SAP.
Specifically, the interest accrued on rurplus notes should be included in the
value of the surplus note and the unassigned st:rplus s..culd be reduced by the
amounIt of the accrued intserest: as reported on the balance sheet. In \AIC SAP
interest shall not be recorded as - liability nor an
expense until approved f—
payment. Unapproved i::....P ._
__ .. shall nn.. be reaort:edthrough operations shally
not be represented as an addition to the principal or notional amount, of the
instrument, and shall not accuse further interest.
The ,.onpany, as directed by the Missouri Department .,_ Insurance, records the
value of its pl-s note as $5,008',56+ instead of its face value �
D10, ., as
required by NAIC: SAP. Additionally, unassigned surplus would be. decreased by
$°,564 to $12,605,85'1 instead of ;12,01 _. rr required by NA1;' SAP.
State of
Domicile 2011 2012
SURPI.U.S'
(i) TBFMIC state basis Missouri S,008,_.64 $5,009,284
(Page 3 Line 33, Columns 1&2)
(2) State Prescribed Practices that
In reasp/(D reale) NAIL SAF (8,564) (9,284)
(3) NAIL SAP 5,OG 00 cs Oot,000
(4) -BPMIC state basis Missouri $12,505,85) $10,309,473
(Foe 3, Lino 35, Columns 1&2)
(5) State Prescribed Practices that
Increase/(Decrease) MAIC SAF 8,56; 9,254
(6) NAI^ SAP $12,614,421 $i 0,318,7:.7
S. Use of Estimate in Preparation of I'i::ancial Statements
The preparation of financial statements in conformity with 1',he Annual St'.at:ement
Inst ii tions and Accotr-Ing ._ C'.:l�:es .....a. Pro,:edl:re:i manual requires .ravageent
to make estimates and assumptions that affect- !the reported amounts of assets,
liabilities, revenues and expenses. Actual resales could differ From these
estimates.
C. Accounting Policy
Premiums are earned ever the t:errra of the related policies. Unearned premiums
are established to cover the unexpired portion of premiums written.. Su h
reserves are comp:;.ed by pro rata methodsr direct business and reinsurance
ceded. Expenses incurred in connection with. acquiring new insurance rosiness,
including such acquisition costs as sales concr.issions, are charged tooperations
as incurred. Expenses incurred are reduced for• ceding allowances recei,ed or
receivable. Bonds and short term investments are valued at amortized cost using
the interest method and comnon stocks are valued at market. Investments in
subsidiary companies ::re stated a.. statutory equity value.
Unpaid losses and loss adjustment expense, elude an amount d.;ermined fro.-
individual
romindividual case estimates and loss reports and an amount, :rased on oast
experience, for losses incurred butnot reported. Such: liabilities are
necessarily based on assumptions and est.imat:es and while manaaement believes the
amount is adecp,ate, the ultimate liability may be in excess of or less than the
amount provided. The methods for n?a'�i^g such est imps t.es nd _stablishing t!'e
resulting liabilities are continually reviewed and any ad"austments afe reflected
in the period determined.
2. Accounting Changes and Corrections of errors
The Company adopted SSAP101 as of January 1, 2012. The impactadoption
was an increase to Total Assets and to Surplus in the amount c`$131,677. "his
impacts the 2012 year only.
3. Business Combinations and Goodwill
A. None
B. None
C. None
,. Discontinued Operations: None
5. Investments
A. None
B. 'lone
C. None.
D. oan�-Backed Securities
1)Prepayment assumations for mor t.gage-backed!lcan-backed and structured
securities were obtained from _^first Tennessee's QTTI modeling systems and
Intex.
2) Other-tha::--tem{-,orary impairn,e_-;t recognized wig: inability or lack of
intent to retain the investment in the security _`or a period of time
sufficient. to _--.,ver the amori.ized cost. '.^.anis.
14
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
2::4 Q--r: 0
37' Q i.r -0-
Tot:I 9` t r; 0
Annual o t,al:
3) None
11) All impaired (fair value is less thar cost or amortized cost) for
,which an impairment has ;tot been recoq-ized it- earnings
as a realized loss (including securities with a recognized ct.her-trian-
'cmperary impairment for non-interest related declines w.nP,I a non recognized
interest related impallment. remains):
< 12 months > 12 monts
a. Aggregate Unrealised Losses 0 ',400,959
b. Aggregate =air Value G 57;,916
E. None
F. None
G. None
H. N..�
6. joint Ventures
A, None
B. None
7. -1 rivestment Income
A. Due and accrued income was excluded from su:p-lus on the following. basis:
All investment inc=e due and accrued with -amounts that are over 9"' days past
,lu",
B. The total ar:ount- -excluded was $343,786.
1. Derivative liist,rum.ents
The Company does not hold or issue derivative financial instruments.
9. income Taxes
A. The compone-ts of the net deferred tax asset/(liability) at Decerber 31 are as
Follows.
2
4'.`.11"4,437)
N—tL:, ed
(el 15. tilt Pbl 1101�1-1 19
Ifi �8,12� 3 i 1 21
Nel� k3m;I I 1A V.A� 1, 15.a" �kl tl:
2) 2'12
i 1 Ordi rl�tl t
nth
1—r Pi
P Y--
a-t-
15 -13 5,e- 252
n.z b)2 imlcwl 1.G.151i5i`
DTA.
2. nc GL--, DIA,
,--d
It,—1--d xxx XXX 2S I xxx zxx i,4691� XX): 1,ft� 629
avow e ..d 2
by DTL-
t
SSAI
2(c)
2tI,
W-1 If Ad,
U- t i)
I Thr-hid imli—I..—I, Z11,12
�'hant,v.
13
E.:
§I,• Adm A6;
ta, st—nqi,.i i.ht !i—of X N,-,
a,—1—1. "FAP Nt. Para'—
B. Unrecoqni.ed DTLS Not. applicable.
C. Current income taxes incurred consist of 'L,iie following major components:
1. r,nrrent income tax 12/31,'2013 12/31/2,,'12
deral 11,987
�ball
) �Eoreiqn
ill,9577
((cd� 71T%un no.t.'rpit.l Gains -
(e) Util. of cap loss •carry -Forward
14.1
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
(f) Other (F8,_134) (9.5''i) (54. 2''7)
(q) Federal income taxes incurred (43, 14-1) (4,51') (39,230)
2. Deferred 'fax Assets
(a) Ordinary:
(1) Discounting of unpaid losses :26,A 0 6 592,3-!3 (66,367)
(2) 'Un-earned premium. reserve c19,8n. 402,219 17,585
3 reserves -
(4) Investments t s - -
(5) Charitable cc!,t ribut ions 4-16,235 404,763 71,472
(6) Pclic.yholdor dividends
Fixed asset-, "3,063 2222 '3,063
(8) Comoencation & benefits accrual - -
(9) Pension accrual
(10) NonacLmitLed assets 238,F.,?11 20 9,U'7-; 29,
(II) Net opeE. loss carry-forward 2,999,942 2,935,-.7n81,4,174
(12) -ax credit carry forward 32,683 -4,967
(2 3) 0L.her(Incl items <5+ of
ordinary tax assets)
3uhtotal 4,/11,895 4,627,433 8F1511
(b) Statutory valuation allowance adj 2,)i19,942 2,985 768 14,171
(c) lNonadmiUted 638,6"; 652.155 113,432)
(d) Admitted ordinary DTA 1,0..73,."',75 9,q9,56") 83,819
(e) Capital:
(I)Invesv.ments 615,899 1,381,854 (765,955)
(2)Net capital loss carry forward
(3)Real esta--e
-
(4)Cuter (Incl iteins <")fg of total
capital tax assets)
f-,ub_Iot.1 615,899 3F- (765,955)
(f) Statutory valuation allow adj
(q) q�," i7r,�,9551
,, Nonacciraited r-1; Q0.
(h) Admitted caoital DTA - -
(i) Admitted DIA 1,0-73,379 589,560 83,819
3. Deferred Tax Liabilities
(a) Ordinary:
(I) I nvestment,s
2.:,758 3 7,57 0 (11,812)
(2) Fixed assets 12,4165 16,n95 (3,630)
(3) Deferred & uncollected prenium
(4) Policyholder reserves
(5) Other (Incl Items <-';% of total
ordinary tax assets)
sllhtotal 38,223 53,665 (15,4142)
(b) Capital;
(1) Investments - -
(2) Real estate
(3) Other (Inc items <54 of toLal
capital tax assets)
suhtotal
(c) Deferred Tax Liabilities 38,223 53,665 (15,442)
4. Net Deferred 'lax Asset s/Liabi lit ies 935.89 99,261
D. Reconciliation of Federal Incrrtie. ia-xe* to Actual Bffective Faile
The provision for federal income taxes incurred is d_±ferent from that which
would be obtained by applying the statutory federal income tax rate to income
before in-come taxes. The significant items causing --h-'s difference are as
follows:
income before taxes ,70,483 26'_,354 34.003
DRi? deduction & tax exempt int, net (171.),395) (5-7,934) ("1.52X)
Prior year underaccrual.f(overaccrual) (172,74':') (5fi,-34) (7.62X)
Change in nonadmitted assets (81,638) (29,'797) (3.872)
Meals & entertainment 19,233 6,539 0.854
Change .. allonc. 1.4,17-4 1.344
in valuation 41,6R8
(108,585) (36,9--g)
Other (4.79t)
--tal � 15__223 i2A9%
Federal Income taxes incurred [expense/(benefit)] (43,747) (5.684)
Tax on ccapiu.al gains/(losses) - 0.004
Change inw:crtaxesnet deferred income tax i43,()40 18.56�.
I st,a.
a .
-ot. ty income taxes
E. Operating Loss and Tax Credit. '__�rryfor.ards
(1) At December 31, 20133, .he Company had $8.8m of net oper,a+Ling loss
carry-Forwards.
(2)) The fc1lowinq is income tax expense for 2013 and 2012 that is available
For recovDment in the event of- _.;:.are net losses:
Year Ainouna.
2013
2012
F. Consolidated Federal Intone Tax Return.
(1! The -.,,pa,.1 -
.y'. federal inc-.e tax return �s cnnrolidated with ,he following
eti-ies: he Bar Fla.+ Surety , Fidelity Company, "he Par Plan Insurance
agency, Inc. and TBB Holding Company Inc..
14.2
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
(2) The method of. allocation among companies is subject to a written,
agreement, approved by the be'ar'd of Directors, whereby :allocation is made
primarily on current separate return basic with crrent credit for any net
operating losses or other items utilized in the consolidated tax return.
10. lnformation Concerning Parent, Subsidiaries and Affiliates
A. The Company is not directly or ndirer.tly owned or controlled hy any other
company, corporation, group of companies, per•t.nership or individual. `she
Company owns 20,000 shares of stock of TBP Holding Company, Inc., an
interanediai.e holding company, which in turn own; ^,C0 sinares c,_ sto:;k of The
Bar Plan Insurance Agency, Inc.; and 1,500,0(0 shares of stock of '_'he Bar Plan
Surety and Pidelity Company.
B. tic_;e
Nan
D. At December 20'3, .lcnrlpa.:y reported $19 due from af_iliates and
$23,599 due to affiliates. _he. Bar Plan Foundation, eBar Pian Surety E
Fidelity Company' and TBP Holding Company, Inc. owed the Company Si^,799,
$2,578, and 153 respectively; and the Company owed The Bar Flan I surance
Agency, Inc. $28,55''9. (hese intercompany balances will be settled within the
£first quarter of 2014.
E. None
F. The Bar ?tan Surety and Fidelity Company pays the Company a monthly fee for
..management services, which was $16,500 per month totaling $198,000 for 20'3.
In additioe', the Company pays an underwriting fee to The Surety and Fidelity
Company based c.. '
a pro rata are of their expenses. The totai amount. of ,.he
___ paid in 2013 was $2'2,250.
C. Noe
H. time
I. The Company owns 1008 of TBP Holding Company, Inc. This common stock
investment is recorded at its statutory equity value of $4,967,284. "IBP
Holding Company, Inc. owns 100% of the out:standing shares of The Bar Plan
Lisurance Agency, Inc., and 1'he Bar Plan. Surety and Fidelity Company.
J. None
K. None
L. 1'heCompany owns 10003 of "TBP Holding Cgmpany, Inc. w'•:ion. is a downstream
non-insurance holding company the carrying value of which is $4,967,299. Tire
`inar,cial statements of this holding company are toot audited bat _::e �_nancial
sta.emon'k.sn of he two entities owned 10^S by the holding company are •...diced
in accordance with SSAP No. 48.
1 Debt
The Company does nothave any outstanding debt.
12. Retirement Plans, Deferred C.ompensat.ion, Postemployment Bene'fii.s and compensated
Absences and Other Postretirement Benefit Plans
A. :lone
B. None
L. atone
D. :v oine
E. Substantially all of the employees are covered under The Bar Plan Profit
Sharing and 401K Plat:. Employees may contribute up to 50k of salary or a
-
maximum or,17,500 to the plan with a $:,500 cat.cln up, opt ion availaLble for
those participants 50 years of age or .greater. The Company elected for tache
2013 plan year to contribute up to '._ maximum o_ 4% of eligible employees'
salary. The Company's contribution to the plan was ¢95,012_ and $83,377 i-
2013 and 2012 respectively. There was profit sharing expense in 2013 and
2012.
F. Norte
None
H. Norte
I. tone
1:3. Capital and Surplus, Dividend Restrictions and Quasi.-Reorganizations
(1) As
of January 1, 1993, the Articles of the Association were restated and
approved by 'The Missouri Bepartmen.t of Insurance for tae purpose of becoming a
Plutual Insurance Association and as 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 grea:.es_ o_
either10% of the prior year-end statutory _.1us or the net income of the
col, less net realized capital gains of investments. Accordingly, the
maximum dividend payout to policyholders that can be made without prier
approva' of the Insurance Commissioner of Missouri is 5 ,56:?,666 for 20"13. No
dividend was declared in 201.3 or 2012.
(4) None
(5) None
(6) Non_
None
(3) None.
(9) The Company continues to ret'ur'n capitalization fees to it= policyholders who
have =.pet rr'evicusly set qualificatic:a. Total capital zat.ien fees returned in
2013 were S9,60C,.
(10) The portion of unassigned funds (surplus) represented or reduced by cumulative
unrealized gainsand loss is ($2,0 0,188).
(11) Surplus Notes - The Company issued the following surplus debenture or similar
obligation:
Par Value Carrying Int And/Or 'Tot int Un appr
Da t:e lit e re 5t (Face font) value Priv: Pd And/Or Int. And/Or Late of
Issued R:<te of Note) of .."J.^ate Cr: Yea_. ?-i ? Frin_ic:al Nati:r y
9/2/02005 9.1%' 85,C00,000 $5,0;:8,5611 5203,740 a2,'152,23.. $8,550 9/35!20?6
The surplus ;tote listed above was issued pursuant to Rule 144A under the
Securities fist of 1933, underwritten by F"TN CapitalMarkets, and is
administered by Wilmin J,t.en Trust Cornpam' as ._'nSttee.
14.3
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
'1":z ..r <;i..a! in Cerzs. rate was 9.1% (5 Year pixed Coc>on)(3.87% Spread +
_.23'): Swat. Rate). On September 15, 2011 the issue converted to a floating
_._t;e (3 Montt': LIBOR + 3.873) andustr quay,.erly). flue in.eres_; rage at
December 16, 2013 was 4.11285T uit:h.�a:n interest payment :1ue of $51,981.85 on
?larch 1'7, '20'4.
The surplus anote. has the following repayment conditions and restrictions:
The note matures o:: Seplt.ember 15, 20366 with a
Vrepa}anent: option on
September
15, 2011. No prepayment was made on Septe.aber _ find none were made in
2012 or 20'_3. At leas= 45 days but not more60 days notice must .,e given
i:c the _rust:ee in order to '.ay off he note or�any part .tiered and r'equla t'.ory
apnrpva- fro. be Missocri Department of Insurance, b'i::ancial Institutions and
Professional Registration must be received prior to any interest or principal
payment.
The surplus note has the following subordination terms: The paymenty the
::vapany of C'`e principal of, and premium, if any, and interest: on allsurplus
rotes shall, to-the extent and in the manner hereinafter set forth, be
subordinated and ;:nior 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.
The Company has no common or preferred shareholders.
The surplus note is not held by any affiliated company.
(12) :done
(13) done
14. Cor,tingenoies
A. None
P. (1) T'he Ccmpany is subject to guaranty fund and other assessments by the
states In which it writes business. Gua-tant.y -und a.sessments should be
accrued at the time of insolvencies. Other assessments should be accrued
zither Thr: time of t::he assessmentsor Pof `rza:ium based
assessments, a:. the time the premiums were^written, or, in tine _ase of loss
based assessments at the time the losses are incurred.
(2)
a. .wets recognized from plaid asSessment;s and 'Oremi=
tax offsets prior yea---end $2,1013
b. Decreases current year:
Unused premium tax credits $ '.00
c. .ses current year:
Guaranty -fond assessments paid $ 925
d. is recogni^_ed from paid assessments and p emiuwm
tax.Poffsets current year-end' $2,325
None
D. hone
E.
None.
. None
15. Leases
A. The Company leases office equipment under various operating leases that expire
through September 2016. The Company also leased an automobile under :n
operating lease that expired in December 2012. Rental expense for 2013 and
2012 was approximately ,260 and „4,371 respectively.
At January 1, 2013, tae minimum aggregate rental commitments are as follows:
Year Ending; December 31 Operat;i:, Leases
1. 2014 $53,136
2 2015 $53,136
3. 2016 $.531136
2017 $...... ..........
Total 5159,408
The Company is not involved in any material sales-leaseback transactions.
B. None
16. Tnfbrmaticn ?bout Financial Instruments With Of-f-Balance. Sheet Risk and
financial Instruments with C:e-ceatrati:ns of Credit Risk
None
_.. Sale, Transfer and Servicing of ='inancial Assets Extinguishment, of Liabilities
A. [tone
B. None
Nene
18. Gain. or Loss to the Repc_�.ing E'ntit.y from Uninsured Plans and Uninsured ..
Portio
cf Partially .nsured Plans (N/A 'itle)
A. None
B. Nene
C. None
19. birect Premium written.,Produced by Managing Ge.nena1 Agents/Third Part
Administrators (N/A-Title.)
None
:air Valu_ Measurement
A. (1) P'air Value MeasuremanLs at Reporting :)ate
cription Level 1 Level 2 Level 3 Total
(a) Assets at. _air value
Bonds
Ind 4 Misc; 0 _ ?7,916 6;'),916
notal Bon-i$ _ F'7'7,
Cor:u^.on Stock
14.4
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
Ind & *)iso 6,52B,188
par, Su�, & Affl 4,967,289 4,96'i,28S
.otal Con=on S'I.ccks
-ere were no trans`ers between Level 1 and Level 2 during 2(1'13.
(2) Fair Value Measurement in (Level 3) of the Fair Value Hierarchy
(3) Not applicable.
(4) As of December 31, 2023, the reported fair value of the reporting
en,tityls iovestments in Level 3, MAIC rated 6, collateralized debt,
ob-liclation eCUrit lei was $677,916. These securities are senior tranches
in a securitization trust and have a weighted average- =u,on razz te o-
6.314 percent and a weigm.ed-a,erage maturity of 12.27 The under-
lying collateral for this security is banks, thrifts and insurance
issuets, and is also diverse across issuance types (t-rust. preferred
securities, senior and subordinated debt, and s::-'plus* notes). In addi-
tion to the diversification across industry, be banks that issued into
,:he vool were small regional banks; and L.here is no single in -he
pool higher than 4*- of the portfolio with a maj:oriy of the Issues, being
only 2.3% oof the portfolio. '"he underlying collateral has a weighted-
average coupon rate of 6.06 percent and a weighted-_avera;e maturity of-
23.15 years. This security is currently rate below inve3tm.en't grade.
-to measure the fair vall.e, the last price posted from IDC was used, whirl,
.as 38. Th'at price is stale, ane! --.here is no observable market for the
security at this time.
(5) Not applicable.
B. Not applicable.
v.
Agg?,egave AdmILed
Type of Invest Fair Valzie Assets (Le,el ') (Level 2) (Level! 3) NP
Bonds 23,595 Elle 23,595,81I6 4,61:2,395 13,305,505 67-,,916 -C.-
Cor:moa Stock 11,49S,469 11,4195,469 11,495,469 -0- ..3
Total _?5.09'.28:3 35,051 2 B5 16.1_:'7. 64 3Q5.5�5 6 6 ..0
D. Not applicable.
21. Other Items
A. None
B. None
None
D. None
E. None
Fl. None
G. None
22. Events Subsequent
None
23. Reinsurance
A. None
B. None
C. The following table summarizes ceded and assumed unearned premiums and the
related cor-mission equity at December 31, 2011.
Assumed Cedes Net
Unearned Commission Unearned Commission Unearned Comvqi ssi-n
Premiums Equity Premiums Equity Premiums Equity
a. Affiliatesf%
1 0 0
b. All Other 3,098,969 817,363 (3,C 9 6 3) (317,360)
c. Total 310981968 81'7,360 (31 09181 968) (817,360)
d. Direct; Unearned Premium Reserve 8,490,'798
(2) The additiona.I or return commission, predicated on loss eperience any c-h
form of profit sharing arrangements in this statement as a result of existing
contractual arrangements are accrued as follows:
Dire-,- Assume,-: Coded Net
a Contingent Co:mmission .0 (170,"229) 170,224
b. Sliding Scale Ad . -n- (271,879) 271,379
Other Profit Comm. -0
d. 'Total -0-
(442,103)
D. -,'here were no reinsurance write offs during 2013 Fnd 2012.
E. None
F. None
G. None
None
1. None.
24. Retros
pecitively Rated Contracts & Contracts SubjecIt to Redetel'TldnaCio- (NrA-Tit1e)
A. None
B. None
C. None
D. None
E. None
25. Change in Incurred Losses
Reserves as of Dece- &-* 31, 2012 were $25.394 million. As of Dece.�. e_r 31, _.,13,
V2.944 million has been. paid for incurred losses and loss aoiju5-In'Lent expenses
attributebe to ins;;red events of prior years. Reserve_- ren-zining for prior
Years are no. $14.625 million ar -% r__suit. of re-es-imation of unpaid claims and
Clain; ad'justment expen'ses principally on other liability (claims made) lines of
insurance. Tlerefor., thane �%, been a $2.825 million favorable pricf-yeLr
since snce DecenCoer 31, 2012 to Cecember 31, 2313. The increase is
generally the result of ongoing analysis of recent loss development trends.
Original estinates are increasedor-, decreased, as additional infoy*rnati-I beeores
known regarding individual claims.
14.5
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
26. Intercompany Pooling
A. Alone
B. None
None
L. None
E. None
F. Alone
G. done
27. S't.n:ctured Sett'ler:tents
A. None
R. None
23. Health Care Receivables
A. Nine
B. None
24. Par`.icipatin4 Policies
None
30. Premium Deliciencv Reserves
None
31. High Deductibles
None
32. Discounting of Liabilities for Unpaid Losses or Unpaid Los3 Adjustment =Expenses
A. None.
B. None
Saone
33. Asbestos/Fnvironmen al Reserves
A. alone
B. done
None.
D. None
E. None
F. .lone
34. Subscriber Savings Accounts
None
35. Multiple Peril Croy.: Insurance
Alone
36. _inancial Guaranty Insurance
A. None
B. None
14.6
ANNUAL STATEMENT FOR THE YEAR 2013 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 persons.one or more of which
is an insurer?............_................. .... !es (%I No[ 1
- --- - -
If yes,complete Schedule Y,Parts 1,1 A and 2 '""'""--""""""""""""""-"---
1.2 If yes,did the reporting entity register and filo wish its domiciliary State Insurance commissioner,Director or Superintendent,or with
such regulatory official of the stale 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 Holding 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 J No[ 1 N/A[ J
1.3 State Regulating?............................
2.1 Has any change been made during the year of this statement in the charter,by-laws,articles of incorporation,or deed of settlement of the
reporting entity?....._..- ------ Yes I X I No[ J
2.2 It yes,date of change:. ......... ---- ---.....--..........-........---..._... -...----- ....._..----------......... ........ ......... 12/06/2013
3.1 State as of what date the latest financial examination of the reporting entity was made or is being made...................__-------.------------------- 12/31/2012
3.2 Stale the as of date that the latest financial examination report became available from either the stale of domicile or the reporting
entity.This date should be the date or the examined balance sheet and not the date the report was completed or released.................... 12/31/2008
3.3 State as of what date the latest financial examination report became available to other states or the public from either the state of
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,and Professional Registration................................................................................
3.5 Have all financial statement adjustments within the latest financial examination report been accounted for in a subsequent financial
statementfiled with Departments?----................-----------...._...------------...............---------......._-------------......-------.....----------------------------------- Yes I 1 No I 1 N/A[X 1
3.6 Have all of the recommendations within the latest financial examination report been complied with?------------------------------------------------------------- Yes( ( No[ J N/A(X[
4.1 During the period covered by this statement,did any agent,broker,sales representative,non-affiliated salestservice organization or any
combination thereof under common control(other than salaried employees of the reporting entity),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:
4.11 sales of new business?------------------....---------- .------------------._.-------.. Yes [X J No l 1
4.12 renewals?.................._..- .........._............................-----................................... Yes(X I No[ 1
4.2 During the period covered by this statement,did any sales/service organization owned in whole or in part by the reporting entity or an affiliate,
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 l X 1 No( 1
4.22 renewals?...----------------------------_--------------------------------------------------------------------- Yes[X I No( 1
5.1 Has the reporting entity been a pady to a merger or consolidation during the period covered by this statement?.--..-.-----_-- ----------- Yes( J No[X I
5.2 If yes,provide the name of the entity,NAIC Company Code,and state or domicile(use two letler state abbreviation)for any entity that has
ceased to exist as a result of the merger or consolidation.
1 2 3
Name of Entity NAIC Com an Code Stale of Domicile
6.1 Has the reporting entity had any Certificates of Authority.licenses or registrations(including corporate registration,if applicable)suspended or
revoked by any governmental entity during the reporting period?---------------------------------------------------------------....---------------- -------------------- -------- Yes [ ( No( X 1
6.2 If 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?.. ------------- Yes[ I No[X 1
7.2 If yes,
7.21 State the percentage of foreign control;-------------------...-------------------.--------.--------------------------..-------------------------------------------------.------------------------------- i
7.22 Stale the nationality(s)of the foreign person(s)or entity(s)or if the entity is a mutual or reciprocal,the nationality of its manager or
attorney-in-fact:and identify the type of entity(s)(e.g.,individual,corporation or government,manager or attorney in fact).
1 2
Nationality Type of Entity
�c
ANNUAL STATEMENT FOR THE YEAR 2013 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 If response to 8.1 is yes,please identify the name of the bank holding company. ------_------- ves( ] No I X I
8.3 Is the company affiliated with _-----------
one or more banks,thrifts or securities firms? ....__....._- _ _ -
8.4 If the
to 8.3 is yes,please provide below the names and location(city and state of the m------......-.-----am office)of any affiliates regulated by a federal Y's( J No I X I
regulatory services agency[i.e.the Federal Reserve Board(FRB),the Office cf the Comptroller of the Currency(OCC),the Federal Deposit
Insurance Corporation(FDIC)and the Securities Exchange Commission(SEC)]and identify the affiliate's primary federal regulator.
1 2 3 4 5 6
Affiliate Name Location(City,State FRB OCC FDIC SEC
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,6 CityPlace Drive,Suite 900,St.Louis,MO 63141
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
lawor regulation?-----------------------------------------------------------------------.....------.....------...------....-----............-------....._.....-......_-------------------------------- Yes( 1 No[X]
10.2 If the response to 10.1 is yes,provide information related to this exemption:
Has the insurer been granted any exemptions related to the other requirements of the Annual Financial Reporting Model Regulation as
allowed for in Section 17A of the Model Regulation,or substantially similar state law or regulation?................................................-.-......--.._..--.--.. Yes( I No[X j
10.4 If the response to 10.3 is yes,provide information related to this exemption:
10.5 Has the reporting entity established an Audit Committee in compliance with the domiciliary state insurance laws?......----_----....__.---------- Yes I X] No( ] N/A( I
10.6 If the response to 10.5 is no or Na,please explain
-.......................--......--------........-........_---....._..------.....----........-----......._----.......------........---
.-......----......----......-----...........------.......--------------------
'..--`--
11. What is the name,address and affiliation(officer/omployce of the reporting entity or actuary�consultant associated with an actuarial consulting
firm)of the individual providing the statement of actuarial opinion/certification?
Charles V.Faerber,FAC,ACAS,Rudd 8 Wisdom,Inc.,9500 Arboretum Blvd.,Austin,TX 78759...............................................................Does the reporting entity own any securities of a real estate holding company or otherwise hold real estate indirectly? ----------------------------------- Yes I I No(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 UNfrED STATES BRANCHES OF ALIEN REPORTING ENTITIES ONLY:
13.1 What changes 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 States Branch on risks wherever located?..--------- Yes I J No I ]
13.3 Have there been any changes made to any of the trust indentures during the year?....... .es I ] No[
13.4 It answer to(13.3)is yes,has the domiciliary or entry state approved the changes?...........................................................----------..... Yes I I No( I WA[ ]
14.1 Are the senior officers(principal executive officer,principal financial officer,principal accounting officer or controller,or persons performing
similar functions)of the reporting entity subject to a code of ethics,which includes the following standards?_--.........
...........
.-_.-........__--.-......-. Yes[X] No[ j
(a)Honest and ethical conduct,including the othical handling of actual or apparent conflicts of interest between personal and professiona4
relationships:
(b)Full,fair,accurate,timely and understandable disclosure in the periodic reports required to be filed by the reporting entity;
(c)Compliance with applicable governmental laws,rules and regulations;
(d)The prompt internal reporling of violations to an appropriate person or persons identified in the code;and
(e)Accountability for adherence to the code.
14.11 If the response to 14.1 is No,please explain:
14.2 Has the code of ethics for senior managers been amended?------------------------------------.-------.---.----------------------------.----------.----------- Yes[ I No I X 1
14.21 If the response to 14.2 is yes,provide information related to amendment(s).
---------"-------._.....-----'-"-----........------.......------._..------------..----------------------------------------------------' ---------------------------
14.3 Have any provisions of the code of ethics been waived for any of the specified officers?................................................................. .... Yes( I No I X]
14.31 If the response to 14.3 is yes,provide the nature of any waiver(s).
15.1
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
15.1 Is the reporting entity the beneficiary of a Letter of Credit that is unrelated to reinsurance where the issuing or confirming bank is not on the
SVO Bank List?---....-----.....----....-------- --------..........------'-----. Yes I 1 No[X j
15.2 If the response to 15.1 is yes,indicate the American Bankers Association(ABA)Routing Number and the name of the issuing or confirming
bank of the letter of Credit and describe the circumstances in which the Letter of Credit is triggered.
1 2
American 3 4
Bankers
Association
(ABA)Routing
Number Issuing or Confirming Bank Name Circumstances That Can Triggerthe Letter of Credit Amount
BOARD OF DIRECTORS
16. Is the purchase or sale of all investments of the reporting entity passed upon either by the board of directors or a subordinate committee
thereof?............................................................................................................................................................................................................................... Yes[X I No[ I
17. Does the reporting entity keep a complete permanent record of the proceedings of its board of directors and all subordinate committees
thereof?.--------......--------------------------------- ....__--------.......-----..... Yes I X I No I 1
18. Has the reporting entity an established procedure for disclosure to its board 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(X 1 No( ]
FINANCIAL
19. Has this statement been prepared using a basis of accounting other than Statutory Accounting Principles(e.g.,Generally Accepted
AccountingPrinciples)?...................................................................................................................................................................................................... Yes I I No I X 1
20.1 Total amount loaned during the year(inclusive of Separate Accounts,exclusive of policy loans): 20.11 To directors or other officers-----------------3-----------------------------..----
20.12 To stockholders not officers----------_----$......................................
20.13 Trustees,supreme or grand
(Fraternal Or11y)_-----------------------------$--
20.2 Total amount of loans outstanding at the end of year(inclusive of Separate Accounts,exclusive of
policy loans): 20.21 To directors or other officers.......--__.....$-----.-.._---------------!._.-.._.
20.22 To stockholders not officers------------------S-.---...------.....---------------...
20.23 Trustees,supreme or grand
(Fraternal Only)--------------------------$----------------------------
21.1 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?---------------.......... ------------------------------------------_ Yes f 1 No[X 1
21.2 If yes,state the amount thereof at December 31 of the current year: 21.21 Rented from others----------------------_.........$-....._---_-------------------------
21.22 Borrowed from others..............................$......................................
21.23 Leased from others-----------------------S
21.24 Other---._...----------------------------------------------$---....................-----.....
22.1 Does this statement include payments for assessments as described in the Annual Statement Instructions other than guaranty fund or
guaranty association assessments?.....................................----------------------------------------------- ----------------
--- -
.------
----.... Yes[X I No 1 1
22.2 If answer is yes: 22.21 Amount paid as losses or risk adjustment$ ......................................
22.22 Amount paid as expenses-------- ------------$........................_10,093
22.23 Other amounts paid-------------------.-----------------$.....__----------------------------
23.1 Does the reporting entity report any amounts due from parent,subsidiaries or affiliates on Page 2 of this statement?............................................ Yes[X I No 1 ]
23.2 If yes,indicate any amounts receivable from parent included in the Page 2 amount:..------------------------------------------------ ._-- 5
INVESTMENT
24.01 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 24.03) ------------------- Yes[X I No( ]
24.02 If no,give full and complete information relating thereto
24.03 For security lending programs,provide a description of the program including 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)
24.04 Does the Companys security lending program meet the requirements for a conforming program as outlined in the Risk-Based Capital
Instructions?------------------ ------------------------------- Yes[ I No[ I N/A( X 1
24.05 It answer to 24.04 is yes,report amount of collateral for conforming programs.----- -----------------__---------------_.-.... ......
24.06 It answer to 24.04 is no.report amount of collateral for other programs..---_--- .-_.....-------------------....................................................................
$.. -.,-----_
24.07 Does your securities lending program require 1020/(domestic securities)and 105%(foreign securities)from the counterparty at the
outset of the contract?---------------------------------------------------------------..........-----------------------_ ------------------------- Yes( 1 No[ 1 N/A[X 1
24.08 Does the reporting entity non-admit when the collateral received from the counterparty falls below 100%?................................................. yes( ] No[ I N/A(X]
24.09 Does the reporting entity or the reporting entity's securities lending agent utilize the Master Securities lending Agreement(MSLA)to
conductsecurities lending?------------------------------------...........................................---------------................................................................................
--................--------...-.....................----------'.................---------..........'"'-----........------.......---............................. Yes[ 1 No[ 1 N/A I X I
15.2
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
24.10 For the reporling entity s security lending program slate the amount of the following as December 31 of the current year:
24.101 Total fair value of reinvested collateral assets reported on Schedule DL,Pails 1 and 2....
24.102 Total book adjuslod/carrying value of reinvested collateral assets reported on Schedule DL,Parts 1 and 2............_........$ -....0
24,103 Total payable for securities lending reported on the liability page...................-----..---.-------------------------------------------------
25.1 Were any of the stocks,bonds or other assets of the reporting entity owned at December 31 of the current year not exclusively under 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 21.1 and 24.03). --------------------------------------------------------------------------------------------------------------------- Yes I X I No[ 1
25.2 If yes,state the amount thereof at December 31 of the current year: 2521 Subject to repurchase agreements...............................
25.22 Subject to reverse repurchase agreements.................$......................................
25.23 Subject to dollar repurchase agreements._......_........-S......----------.-------------_-..
25.24 Subject to reverse dollar repurchase agreements-. S......................................
25.25 Pledged as collateral......................................................$.......----..-----..----.---------
25.26 Placed under option agreements--------------__----------_.-$...-_.--.--.__--..--.-.
25.27 Letter stock or other securities restricted as to sale...$..................
25.28 On deposit with state or other regulatory body------------S......---------.---.5,335,937
25.29 Other------------....--------- -------.__-S---...----------------
25.3 For category(25.27)provide the following:
1 2 3
Nature of Restriction Descri tion Amount
26.1 Does the reporting entity have any hedging transactions reported on Schedule DB?................................................................................................... Yes I I No(X 1
26.2 If yes,has a comprehensive description of the hedging program been made available to the domiciliary state? -------------------------Yes[ I No I I N/A[ I
If no,attach a description with this statement.
27.1 Were any preferred stocks or bonds 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[X 1
27.2 If yes,state the amount thereof at December 31 of the current year.---------------------------------.---------------------------------------------------------' ----------...$-------------------..._.
28. Excluding items in Schedule E-Part 3-Special Deposits,real estate,mortgage loans and investments held physically in the reporting entity's
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 t,III-General Examination Considerations,F.
Outsourcing of Critical Functions,Custodial or Safekeeping Agreements of the NAIC Financial Condition Examiners Handbook?...................... Yes[X I No 1 1
28.01 For agreements that comply with the requirements of the NAIC Financial Condition Examiners Handbook,complete the following:
1 2
Name of Custodians Custodian's Address
-------------- SL4,10416T.P.O.Box 387.St. Louis,MO 63133----------------------'
------------
28.02 For all agreements that do not comply with the requirements of the NAIC Financial Condition Examiners Handbook,provide the name,location
and a complete explanation:
2 3
Names Locations Com tele Ez lanalion s
28.03 Have there been any changes,including name changes,in the custodian(s)identified in 28.01 during the current year?---------------------------------------- Yes[ I No[X 1
28.04 If yes,give full and complete information relating thereto:
1 2 3 4
Old Custodian New Custodian Date of Chane Reason
28.05 Identify all investment advisors,brokersfcaalers or individuals acting on behalf of brokers/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 Registration
Do osito Numbers Name Address
152607_--------------------------------- Montage Asset Management.....__--..------....._.---------...___.... 11300 Tomahawk Creek Parkway,Suite 200,Leawood,KS 66211......._....
148472------------------------------------ Convergence Investment Partners....................................... 10555 Port flashington Rd.,Suite 204,Mequon,fol 53092....................
123711-..__.-----------................. Tortoise Capital Advisors...-.------------------------------------ 115W Ash St.,Suite 300,Leawood.KS 66211---------------_-------.--------_
---------------------------------------------------
15.3
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
29.1 Does the reporting entity have any diversified mutual funds reported in Schedule D,Part 2(diversified according to the Securities and
Exchange commission(SEC)in the Investment Company Act of 1940[Section 5(b)(1)])? Yes[X] No[ ]
29.2 If yes,complete the following schedule:
1 2 3
CUSIP# ntl Book/Adjusted
Name of Mutual FuJapan-....-- -Car in Value
464286-66-5............... IShares MSCI Pacific Ex ----.....----..................-...........------- --_.......260.987
- ...---------------.... -... --
8-40-8.._..----.... PoaerShares DB Agriculture Fund ........- - - -------- --------------- ----------------..264.568
78355
78467Y-10-7
SBP Equal Weight Energy....---...................._ ---.-_-....---.......409,979
1 -T_.............. SPDR MidCap Trust Series 1......_..............----.........---....-..- -------------..909,645
29.299999-Total -
1.845,179
29.3 For each mutual fund listed in the table above,complete the following schedule:
t 2 3 4
Amount of Mutual
Fund's BookrAdjusted
Carrying Value
Name of Significant Holding of the Attributable to the Date of
Name of Mutual Fund ifrom above table Mutual Fund HoldingValuation
IShares MSCI Pacific Ex Japan_-._......-._--------------- .----_----_----_. Ca•Fronxealth Bank of Australia.-..-...._.------- --------------- 18,551 .-12/31/2013...
-------------
hares ASCI Pacific Ex Japan--------------------.------------.----------------__. BHP Billiton Ltd--------------------.-------------..-.---.----------__-. .............. ..._18,003 .-12/31/2013
IShares MSCI Pacific Ex Japan--......-.--..--.--..........*----------------_--- Westpac Banking Corp------------------------------ ---------------------------14.898 ..12/31/2013_.
Shares MSCI Pacific Ex Japan.--------.__.----..--.---- National Australia Bank_-------------------- ------------------------11.010 ..12/31/2013...
.....-----------------
IShares MSCI Pacific Ex Japan........................................................ Australia&Neo Zealand Bank Corp............................... ..........................10.854 ..12/31/2013
PoaerShares DB Agriculture Fund---------------------------------------............ Corn.............-------------- ................... ..........................33,075 .-12/31/2013.-.
PoaerShares DB Agriculture Fund-----------------------------------------..- Live Cattle....................------------------------------------------------ --33,075 --12/31/2013...
orer5haresDBAgriculture Fund
.--................................................ Soybeans............................................................................. --.......--.---33,075 ..12/31/2013
PoaerShares DB Agriculture Fund---------------------------------------------------- Sugar------------.-. ----.---------------33.075 ..12/31/2013-..
PoaerShares DB Agriculture Fund.----------------------------------_----- Cocoa--------------------------------------------------------------------------------- ------------------------29.397 ..12/31/2013...
Guggenheim S&P Equal height Energy............................................... Williams Cos Inc..........................................--.----------------- ..........................10,824 ..12/31/2013_.
Guggenheim S&P Equal Weight Energy--------------------------------------------- Valera Energy Corp--------------------------------------------------------------------------------- 10,127 ..12!31/2013...
Guggenheim SOP Equal Weight Energy---------------------------------------------- Helmerich&Payne Inc--.........-----.----.---------.....-..--_- ----------------------10.127 ..12/31/2013.-.
Guggenheim S&P Equal Weight Energy............................................... Cabot Oil&Gas corp------------------------------------------------------- -----------------------.10,127 ..12/31/2013.-.
Guggenheim S&P Equal Weight Energy-----------------._----------------------- Nabors Industrials Ltd--------------..------------------.------------- ------------.-------------9,963 -.12/31/2013--.
SPDR MidCap Trust Series 1.....................................------------------. Affiliated Managers Group Inc....----.-----.-------_-------- ............................6,813 ..12/31/2013
SPDR MidCap Trust Series 1.................- .................................... Tractor Supply Co......................
.- ...... - 5.422 .-12/31/2013...
SPDR
t Cap Trust Series L..._-.-...-.-_---------------------------------- Green Mountain Coffee Roasters------------------------------ .-----------.-------.5,876 ..12/31/2013_.
SPDRMidCap Trust Series 1............................................................. LKO Corp............................................................................ ........... .......----.5,867 ..12/31/2013...
SPDR MidCap Trust Series 1..------------------------------------------................. holly Frontier Corp.-------------------------------------------------------.....-----..5,858 ..12/31!2013
30. Provide the following information for all short-term and long-term bonds and all preferred stocks. Do not substitute amortized value or
statement value for fair value.
1 2 3
Excess of Statement
over Fair Value(-),or
Statement(Admitted) Fair Value over
Value Fair Value Statement +
30.1 Bonds..........----........--...................................................................................23,354.593 ..................23,595.816 ---------..-._...241.223
30.2 Preferred stocks-----------------------------------------------------.........__-----------------------------0 ----------...--------- --------- ....-.0
30.3 Totals 23,354.593 23,595.816 241,223
30.4 Describe the sources or methods utilized in determining the fair values:
The Market Value provided by the NAIC was used if available. Where the NAIC Market Value was not available,Custodian Market Value was
used.-------------------.....---------._..---------._-------------------. ........----------'.".-........
31.1 Was the rate used to calculate fair value determined by a broker or custodian for any of the securities in Schedule D? ------------ Yes[X] No[ ]
31.2 If the answer to 31.1 is yes,does the reporting entity have a copy of the broker's or custodian's pricing policy(hard copy or electronic copy)for
all brokers or custodians used as a pricing source?---------------------- ------------ Yes[X) No[ ]
31.3 If the answer to 31.2 is no,describe the reporting entity's process for determining a reliable pricing source for purposes of disclosure of fair
value for Schedule D:
-----------------.....................................................'...-.............................---..........---........----------...-._..-----.....-------..........------......--------............----.............
32.1 Have all the filing requirements of the Purposes and Procedures Manual of the NAIC Securities Valuation Office been followed?----------------------- Yes[X) No[ ]
32.2 If no,list exceptions:
15.4
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
OTHER
33.1 Amount of payments to trade associations,service organizations and statistical or rating bureaus,if any?----------.-------------.....---- ..--..-..._....-...-.5......... ............37,399
33.2 List the name of the organization and the amount paid if any such payment represented 25%or more of the total payments to trade associations,
service organizations and statistical or rating bureaus during the period covered by this statement.
i2
Name
National Association of fdutual Insurance",PanAmount Paidies....._......................
--.-----------------------11:799
Nd Best Company--.-..---.--_--.-
- - -- - --9.700
.......................
34.1 Amount of payments for legal expenses,if any?-------------------_---------.----------------------------------------------- ------- -- -- --------------------------------------------- --------...-_27.549
34.2 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.
1
Name 2
Amount Paid'
............... 9,312
-----..-...- ...- ......._.... .... .........................:........-------- -----
....- -
Morrow WiIInauer Klosterman Church,LLC----------------- ------------ -------------------
35.1 Amount of payments for expenditures in connection with matters before legislative bodies,officers or departments of government,if -
-
-
-
-
any? -------
Y' $.--.._.--.....------2.406
35.2 Lisl the name of the firm and the amount paid if any such payment represented 25%or more of the total payment expenditures in
connection with matters before legislative bodies,officers or departments of government during the period covered by this statement.
1 2
Missouri Insurance Coo I i t ionName Amount Paid..-----.-----------------.....-......... ----- 2.400
-------------------
.--.---
15.5
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
GENERAL INTERROGATORIES
PART 2-PROPERTY AND CASUALTY INTERROGATORIES
1.1 Does the reporting entity have any direct Medicare Supplement Insurance in force?.............................................. .......... Yes[ ] No[X I
1.2 If yes,indicate premium earned on U.S.business only.......................................................................... --._.._.$
1.3 What portion of Item(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 Individual policies: Most current three years:
1.61 Total premium earned------------------_---------$-----------_----------------------0
1.62 Total incurred claims......................--........S-----------------_--_-------.0
1.63 Number of covered lives-------------------------------------_......-.-..........-.-.0
All years prior to most current three years
1.64 Total premium earned-..-----------------------$..------------- ------------0
1.65 Total incurred claims................................$..-.------------------------------0
1.66 Number of covered lives...__.----....._.---_-_.....----_--.---.------------------0
1.7 Group policies: Most current three years:
1.71 Total premium earned----.----------.---.-----$.-------------------.---------0
1.72 Total incurred claims............................--$---------------------...-..-.....0
1.73 Number of covered lives ------------------------------------.--___---_....0
All years prior to most current three years
1.74 Totaf premium earned_------_-_-------_._.$---------------------------0
1.75 Total incurred claims----------------------------$----------------------.-----------0
1.76 Number of coveredlives..............._---------------.--------------------------------0
2. Health Test:
1 2:
Current Year Prior Year
2.1 Premium Numerator.".--------........---..................................."'-""------......._....--------........._....'.._..........'-'--'-......._.---....._............--.
2.2 Premium Denominator-----------------------------------------------------------------------------------_.----.--------.-------10,681,332-------------...10:454.535
2.3 Premium Ratio(2.1;2.2)----------------------------------------------------'---------------------------------------------------------------0.000-...._.'----------------.9.000
2.4 Reserve Numerator---------------------------------------------------------------------------------------------..------------------------------------_A---------'--------------0
2.5 Reserve Denominator------------------------------------------------------......__.-.----------_-----_-----------------------27.9,11,867............-.---30.716,996
2.6 Reserve Ratio(2.412.5)---------------------.---------------------------------.-------..------------------------------------------.---------0.000..............I......_.....D.000
3.1- Does the reporting entity issue both participating and non-participating policies?.................................................................._..---.--.------......_..------------- Yes[ ) No I X I
3.2 If yes,state the amount of calendar year premiums written on:
3.21 Participating policies............_..............---5-----_-----------.--.---_
3.22 Non-participating policies--------------------..S...........---...-------------_
4. For mutual reporting Entities and Reciprocal Exchanges Only:
4.1 Does the reporting entity issue assessable policies?----._. ..._...-...---.--_..._----..-.------------------.------.----....__-----....----------------------- Yes[ 1 No I X 1
4.2 Does the reporting entity issue non-assessable policies?-------------------------------------------------------------...........--------_--------------------------------------------- Yes[X] No 1 1
4.3 If assessable policies are issued,what is the extent of the contingent liability of the policyholders?-----------------------------------------.-.-------.----------------------------
4.4
.--_°Jo4.4 Total amount of assessments paid or ordered to be paid during the year on deposit notes oncontingent premiums....................................................$
5. For Reciprocal Exchanges Only:
5.1 Does the Exchange appoint local agents?.........-......................................................'--------........"-----------.........-------.........------------.----------------------- Yes[ ] No I 1
5.2 If yes,is the commission paid:
5.21 Out of Attorneys-in-fad compensation................................................................. Yes I 1 No I I WA f 1
5.22 As a direct expense of the exchange......................................----_--------------..-...-.. Yes f 1 No[ ] NIA[ ]
5.3 What expenses of the Exchange are not paid out of the compensation of the Attorney-in-fact?
--................-----........-.-----------.....__-----------......----------------'........-------------.........-._..-------...........--'-----........"--'----.........
5.4 Has any Altorney-in-fact compensation,contingent on fulfillment of certain conditions,been deferred?..-_-.........--.........-.__..-----------------.-------------- Yes( ] No[ ]
5.5 If yes,give full information
16
ANNUAL STATEMENT FOR THE YEAR 2013 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 Worker's 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.
Written Lines of Insurance are Not Subject to Catastrophe Loss-----------......................-------------------
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 concentrations of insured exposures comprising its probable maximum property insurance loss?
Written Lines of Insurance are Not Subject to Catastrophe Loss..-....-------------------_.--.-.-._..._-__---.--..---
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( J 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 unreinsured catastrophic loss.
Written Lines of Insurance are Not Subject to Catastrophe Loss.........................................
7.1 Has this reporting entity reinsured any risk with any other entity under a quota share reinsurance contract that includes a provision that would
limit the reinsurers 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( 1 No I X 1
7.2 If yes,indicate the number of reinsurance contracts containing such provisions: ...........................................
7.3 If yes,does the amount of reinsurance credit taken reflect the reduction in quota share coverage caused by any applicable limiting
provision(s)?..."'.............-----.......'-----'......._----.-----------------__-----.-........ -- ---' ..... - ,ves I 1 No f 1
8.1 Has this reporting entity reinsured any risk with any other entity 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[ 1 No I X J
8.2 If yes,give full information
...........................................................................................................................................................................................................................................
9.1 Has the reporting entity ceded any risk under any reinsurance contract(or under multiple contracts with the same reinsurer or its affiliates)for
which during the period covered by the statement:(i)it recorded a positive or negative underwriting result greater than 5%of prior year-end
surplus as regards policyholders or it reported calendar year written premium ceded or year-end loss and loss expense reserves ceded
greater than 5%of prior year-end surplus as regards policyholders;(ii)it accounted for that contract as reinsurance and not as a deposit:and
(iii)the oontract(s)contain one or more of the following features or other features that would have similar results:
(a)A contract term longer than 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 entity,to enter into a new reinsurance contract with the rainsurer,or an affiliate of the reinsurer;
(c)Aggregate stop loss reinsurance coverage;
(d)A unilateral right by either party(or both parties)to commute the reinsurance contract,whether conditional or not,except for such
provisions which aro only triggered by a decline in the credit status of the other party;
(e)A provision permitting reporting of losses,or payment of losses,less frequently than on a quarterly basis(unless there is no activity during
the period);or
(f)Payment schedule,accumulating retentions from multiple years or any features inherently designed to delay timing of the reimbursement to
theceding entity.--------------"'-----------...-'----------------------------------------------------------------------------------------------------------------------------------------------- Yes[ J Not X 1
9.2 Has the reporting entity during the period covered by the statement ceded any risk under any reinsurance contract(or under multiple contracts
with the same reinsurer or its affiliates),for which,during the period covered by the statement,it recorded a positive or negative underwriting
result greater than 5%of prior year-end surplus as regards policyholders or it reported calendar year written premium ceded or yearend loss
and loss expense reserves ceded greater than 5%of prior year-end surplus as regards policyholders;excluding cessions to approved
pooling arrangements or to captive insurance companies that are directly or indirectly controlling,controlled by,or under common control
with(1)one or more unaffiliated policyholders of the reporting entity,or(ii)an association of which one or more unaffiliated policyholdeS of
the reporting entity is a member where:
(a)The written premium ceded to the reinsurer by the reporting entity or its affiliates represents fifty percent(50%)or more of the entire direct
and assumed premium written by the reinsurer based on its most recently'available financial statement;or
(b)Twenty-five percent(25%)or more of the written premium ceded to the reinsurer has been retroceded back to the reporting entity or its
affiliates in a separate reinsurance contract.--------------------------------_--------------------------------....--------------------------------------------------------..............._........._. Yes[ 1 No(X 1
9.3 If yes to 9.1 or 9.2,please provide the following information in the Reinsurance Summary Supplemental Filing for General Interrogatory 9:
(a)The aggregate financial statement Impact gross of all such ceded reinsurance contracts on the balance sheet and statement of income;
(b)A summary of the reinsurance contract terms and indicate whether it applies to the contracts meeting the criteria in 9.1 or 92;and
(c)A brief discussion of management's principle objectives in entering into the reinsurance contract including the economic purpose to be
achieved.
9.4 Except for transactions meeting the requirements of paragraph 32 of$SAP No.62R,Property and Casualty Reinsurance,has the reporting
entity ceded any risk under any reinsurance contract(or multiple contracts with the same reinsurer or its affiliates)during the period covered
by the financial statement,and either:
(a)Accounted for that contract as reinsurance(either prospective or retroactive)under statutory accounting principles('SAP")and as a
deposit under generally accepted accounting principles("GAAP');or
(b)Accounted for that contract as reinsurance under GAAP and as a deposit under SAP?.....----------------.._.-------------------------------------------------------- Yes[ 1 No I X 1
9.5 If yes to 9.4,explain in the Reinsurance Summary Supplemental Filing for General Interrogatory 9(Section D)why the contract(s)is trealed
differently 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[ 1 No[X I
(b)The entity only engages in a 100%quota share contract with an affiliate and the affiliated or lead company has filed an attestation
supplement;or--------------------------------- --------- - -- - -
------. ..-.-.-----.-- ----.--....------------------------ - Yes[ 1 No[X I
(c)The entity has no external cessions and only participates in an intercompany pool and the affiliated or lead company has filed an
attestationsupplement.--.............-----'--.------......._.------------.......-------------.......---------......------....................._-..-------......._--.---------------------------- Yes I I No I X I
10. If the reporting entity has assumed risks from another entity,there should be charged on account of such reinsurances a reserve equal
to that which the original entity would have been required to charge had it retained the risks. Has this been done?----------_-------------------- Yes[ 1 No( I N/A.[X I
16.1
ANNUAL STATEMENT FOR THE YEAR 2013 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?.-....._----------------............ - -- -- -- [ ] No I X 1
............---... ----......----....---- Yes
11.2 If yes,give full information
...----........---........._---......-------....._----....._------......--................-----------...........-----....-------......._----.........------.`--..--......------'---------...-------------
12.1 If the reporting entity recorded accrued retrospective premiums on insurance contracts on Lina 15.3 of the asset schedule,Page 2,state the
amount of corresponding liabilities recorded for:
12.11 Unpaid losses.-------------------------------------------------------------- -$------.._..------------------.....
12.12 Unpaid underwriting expenses(including loss adjustment expenses)...-..$......................................
12.2 Of the amount on Line 15.3,Page 2,state the amount which is secured by letters of credit,collateral,and otherfunds..............................................$
12.3 If the reporting entity underwrites commercial insurance risks,such as workers'compensation,are premium notes or promissory notes
accepted from its insureds covering unpaid premiums and/or unpaid losses?................................................................................................. Yes [ 1 No I 1 N/A[X 1
12.4 If 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[ ) No I X 1
12.6 If yes,state the amount thereof at December 31 of the current year:
12.61 Letters of credit._---------...._._-------------.............--- -----...-.$
12.62 Collateral and other funds.......... .............---........$-
13.1 Largest net aggregate amount insured in any one risk(excluding workers'compensation):.........................._.........................--.-.............--............--......$ 250,000
13.2 Does any reinsurance contract considered in the calculation of this amount include an aggregate limit of recovery without also including a
reinstatementprovision?----........................_-----................................................-------------------------------------------------------------------------------------------------- -... Yes[ 1 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 cedant in a multiple cedant reinsurance contract?_...-.--........__........................._..-.-..-........-.-.-..._.-......--------.------_-----.------.----__-- Yes[ 1 No[X 1
14.2 If yes,please describe the method of allocating and recording reinsurance among the cedants:
-----------------------------------------------..............................................................._......---------------........_-------...........--------..........-----................-----.......................
14.3 If the answer to 14.1 is yes,are the methods described in item 14.2 entirely contained in the respective multiple cedant reinsurance
contracts?------------------------------------------------------------------------------------------------------------------------------------------.---.---------------.--------------------------------------.--------------- Yes[ 1 No I I
14.4 lithe answer to 14.3 is no,are all the methods described in 14.2 entirely contained in mitten agreements?---- -------------- Yes[ I No[ j
14.5 If the answer to 14.4 is no,please explain:
--'----------....---------------...------.................------
----...._--`-----.._........_....-------------............---......._-.......----------......------......------ --_...
15.1 Has the reporting entity guaranteed any financed premium accounts?.............._-.................--.--.-..._...-.--..--.--.-.._...---------.--.---..-,--- ..._.------ Yes[ 1 No[X 1
15.2 If yes,give full information
16.1 Does the reporting entity write any warranty business?-----------------.._----------------------------------------------------------------........--...--.-........__-------------._-----------.--- Yes[ 1 No I X I
If yes,disclose the following 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 Earned
16.11 Home----------------------------------.-----------------------------------------
------------------------------------- --------_------.........------------ ------------------ ----------------------------- ----------------------.._....__--
16.12 Products-----------._.-.-.-.-----------------------------------
-------------------------------------- ........-.......................... ..................................... ........................._........... -.......------------------------....
16.13 Automobile...................._..............................................
.................................----- ...............--.................... .................................... ------------------ --- ---------------
16.14 Other
Disclose type of coverage:
16.2
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian 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-Part 3 that it excludes from Schedule F-
Part5?---------------------------------------- ----------------------------- --------------------- Yes[ 1 No I X 1
Incurred but not reported losses on contracts in force prior to July 1,1984,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 ------------------------------------------------,$-----------
Paid losses and loss adjustment expenses portion of Interrogatory 17.11.---S......................................
17.14 Case reserves portion of Interrogatory 17.11-------------------------------------_-----------$----------------
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------------------------------------$-.---._...----------------.--.---.----
Provide the following information for all other amounts included in Schedule F-P art 3 and excluded from
Schedule F-Part 5,not included above.
17.18 Gross amount of unauthorized reinsurance in Schedule F-Part 3 excluded
from Schedule F-Part 5------------------------ --------.-$
17.19 Unfunded portion of Interrogatory 17.18-.--.---.-------------------------------------------------.$......................................
17.20 Paid losses and loss adjustment expenses portion of Interrogatory 17.16....-$...............................
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?--------------._----------------------.---------------------------------------- -------------.-----------___------------------------------ Yes f 1 No I X 1
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?...:`......................._.--.----.........._.---..............---........_..................--..._......--.----........_--. Yes I 1 No I X j
18.4 If yes,please provide the balance of funds administered as of the reporting date............................................................................................._..............$-.--.....--.---...--.-...---------....
16.3
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
FIVE-YEAR HISTORICAL DATA
Show amounts in whole dollars ori ,no cents;show ercenta es to one decimal lace i.e.17.6.
i 2 3 4 5
2013 2012 2011 2010 2009
Gross Premiums Written(Page 8,Part 1B Cols.
1,2&3)
1. Liability lines(Lines 11 A,11.2,16,17.1,17.2,17.3,
18.1,182,19.1,19.2&19.3,19.4)------------------------...................17,534,686 ...................17,387,77 --------...,..----16.294.387 .................._16,958.397 ------------------18,204,150
2. Property lines(Lines 1,2,9,12,21&26)..........................................-----------0 --------------------------0 ..---_...--------------._0 --'---'-----------'---..._0 ...-----..............----_--0
3. Property and liability combined lines(Lines 3,4,5,
8.22&27)-..............---............-----.........--...,,---------'......---'--"-----..............-0 .........................`--..._'0 -----.......---.........`---..0 ....-----......------..........0 ........------.......'--.......0
4. All other lines(Lines 6,10,13,14,15,23.24.28,
29,30&34)----------------------------------------------- '--------- 308,490 ------------- 304.402 ---------------.294.101 ----_---------------270,392 .._....... ..........389,867
5. Nonproportional reinsurance lines(Lines 31,32&
33)-------------------------.---------------------------- 0 0 0 0 0
6. Total(Line35)-------------------------------------------------------------.17,843.176 ..----------...17,692,179 .------------.16,588.486 ...._..--------..17,228,789 -----------------18.594,017
Net Premiums Written(Page 8,Part 16,Col.6)
7. Liability lines(Lines 11.1,11,2,16,17.7,17.2.17.3.
18.1,18.2,19.1,19.2&19.3,19,4)-..................................-......10,610,216 ------------.....10.498,148 --------------------9,909-042 .-------------.10.430,196 ..--.............11,285,315
8. Property lines(Lines 1,2,9.12,21&26).,,--------------------------------.....----0 -----------------------------------0 --.....------0 ---------------0 ------0
9. Property and liability combined lines(Lines 3,4,5,
8,22&27)......................-.............................................................................0 --...0 -..0 ..------...._---.....----.0 .......-'----.........."--.-..0
10. All other lines(Lines 6,10,13,14,15,23,24,28,
297 30&34)--------------------------------------------------- ----- --------139,715 _----------------------135.937 --- -.-..---.....128.367 .---------'-------._126.677 124,211
11. Nonproportional reinsurance lines(Lines 31,32&
33)-------------------------------------------------------------------------- 0 0 0 0 0
12. Total(Line 35)..........................-..........-....................-...........-.......10.749,931 ------.--.........10.634,085 ....................10.037,409 .---.--.--........10,556,873 ..................11.409,526
Statement of Income(Page 4)
13 Net underwriting gain(loss)(Line 8) --------------------------(219,815)-------------.-.-(8.511,559)..---.--.--.--.--(2,044,956)._----------------(3,324,371)......................(506,687)
14. Net investment gain or(loss)(Line 11)..............................................682,821 --------------------- ....................2,532,953 ..-.-...............1:000,156 .-..................1,059,893
15. Total other income(Line 15)..-._--------------------------------- 307,477 _----.___.........282,020 ----------------------- -----------------------249,689 244,447
16. Dividends to policyholders(Line 17)................................................................ .....................-.............. ..................................... ..................................... ....................................
17. Federal and foreign income taxes incurred(Line 19) (43,747) 15,360 (53,082) 27.150
18. Net income(Line 20).-----------.----------------------------------------------------.....,._814,230 --------------------(7,356,346)-------------...........718.236 .--------._._..(2,021.444).......-...............770,503
Balance Sheet Lines(Pages 2 and 3)
19. Total admitted assets excluding protected cell
business(Page 2,Line 26,Col.3)-------------------------------_._----------48,286.374 .......---...---..49,476,172 -----------.-----53,780,609 ...................56,080,248 ..................57.082,812
20. Premiums and considerations(Page 2.Col.3)
20.1 In course of collection(Line 15.1)-------------------------------------------3,453.898 .3,153,598 ---------------....3,262,315 ---------------------3,625,151 ................._3,061,820
20.2 Deterred and not yet due(Line 15.2)--------'----------....._----................0 ...................................0 ...................................0 ..-.....---------......------_0 ...-----------......----.......0
20.3 Accrued retrospective premiums(Line 15.3)---------------------------------------0 ----------------------------"----0 ---------------------------0 ----------------------------0 -----------------------------0
21. Total liabilities excluding protected cell business
(Page 3.Line 26)..........................................................--.----.........30,393,653 ,------------_--.33,869,515 ___.31,384,640 ---33,831,527 ----------__---33,522.814
22. Losses(Page 3,Line 1
9 )---.-----------------------------------_-----------------------14.053,964 ----------------15.296.151 ----------------14.873,082 -------------_-.16,897,957 ----._-----------15.335.125
23. Loss adjustment expenses(Page 3,Line 3)............. ...................8,489,073 ...........--.....10.097,614 ....................8,896,952 ....................8,935,975 ........-.--........9,727,109
24. Unearned premiums(Page 3,Line 9)--------------------------------------------5.391,830 ---.------------....5,323,231 -..._-..-----------5,143,681 ---------------------5,334.422 --------------------5,741.661
25. Capital paid up(Page 3.Lines 30&31)-----------'----------------------------.0 -----------..,.----------,...,._0 ------'------........-----0 - ----...--0 ------.......----_......_..0
26. Surplus as regards policyholders(Page 3,Line 37).......................17,892,721 ....--............15,606,657 ..................22,395,969 ..................22,248,721 .-.---------------23,559,998
Cash Flow (Page 5)
27. Net cash from operations(Line 11)..............................................(2.450,615)...................(4,388,725)..................(2,658,251)....................(1,901,076)...................(1,556,216)
Risk-Based Capital Analysis
28. Total adjusted capital.............----------------------------------------------------17,892,721 ------------------15,606,657 ...--------...,..22,395,969 ...................22,248.721 ..........--..-...23,559.998
29. Authorized control level risk-based capital....................................4,706,715 ....................5,232,787 ...................4,432,251 ---------------------4,621.950 ....................4,264,877
Percentage Distribution of Cash,Cash
Equivalents and Invested Assets(Page 2,Cal.
3)(Line divided by Page 2,Line 12,Col.3)
X100.0
30. Bonds(Line 1)------_----------......................................... ..----'---------------54.3 .............._.............83.6 ......---'................-63.6 ------------------------B7.6 --------------------........74.1
31. Stocks(Lines 2.1&2.2).................. ...................-------26.7 ----------------------------22.4 -----------------..,.18.9 --------------..17.9 --"-------------------16.0
32. Mortgage loans on real estate(Lines 3.1 and 3.2) -----------------------------0.0 --------------------- 0.0 -..-----_-----.--.-_--,.0,0 -----------------------------.0.0 ----------------------..._._.0.0
33. Real estate(Lines 4.1,4.2&43).......................................................... 3.9 ------------------------------3.9 ................................17 .. ---...---"---.......3.7 .............-'--...........3.7
34. Cash,cash equivalents and short-term investments
(Line 5)---------------_------------------------------------------------------------------------.15.7 ----10.7 .......-13.6 10.8
35. Contract loans(Line 6)..............................................-' ----........---....-----......0.0 ...............................0.0 ...............................0,0 ..._----------....------._0.0 -------------.....--.....--.0.0
36. Derivatives(Line 7)------------------'---------------------------------------------------------0.0 0.0 -------------------------------0.0 -.0,0 ---------------XXX...............
37. Other invested assets(Line 8)-------------......-----------.............................-0.0 ........-.....----.............0.0 -......-------............----0.0 ........-....-.........-----...0.0 --------.............-........0.0
38. Receivables for securities(Line 9)_--_---------------------------__------------------0.0 ---.-------------------------0.0 --------------------------------0.0 .----------------_---------,_0.0 ,0.0
39. Securities lending reinvested collateral assets(Line
10) - .........- ......_.---'--------..__......------- - ........-.......0.0 ...............................0.0 --.........-.........0,0 ...............--...........0.0 ...............XXX,--------
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
12)................................................................................................100.0...............---------------100,0.............-................100.0...............................100.0......-..........-......-....100.0...--.--...-.-
Investments in Parent,Subsidiaries and
Affiliates
42. Affiliated bonds(Schedule D,Summary,Line 12,
Col.1)......---------------------- --- - 0 -- - - -0 - -0 '-- - - -0
43. Affiliated preferred stocks(Schedule D.Summary,
Line18,Col.1).,------------------------------------------------------------
44. Affiliated common stocks(Schedule D,Summary,
Line 24,Col.1).........................
.--------- -
------_--------- ------------------
- ...4.967,289 .._...._..------4,790,671 .........------..._ ..
.....-------......4,450.735 ...-----............4,307.248
45. Affiliated short-term investments(subtotals included
in Schedule DA Verification,Col.5,Line 10) ..............0 ..._ .----.....0 --------------------------0 --...-...-_.--.-................0 --...._...-..--...................0
46. Affiliated mortgage loans on real estate---------------------------------------------------------- ------------------------------------ ------------------------------------- ------------------------------------- -------------------------------------
47. All other affiliated...---.------------------------------_-----------
48. Total of above Lines 421047..........................................................4.967,289 ....--...........4,790,671 .................,.4.576,458 ,,..----------...,..4,450,735 ......--......,--.4,307.248
49. Total Investment in Parent included in Lines 42 to
47 above
_-...._...----__..-...._...-----._..............._.------......---.. ---
.------
....--------
....---
_... -........__...---
--.---
.---
_..-- ..--.......___-..-.---
_..---
- -----
..-.----._....-..............
50. Percentage of investments in parent,subsidiaries
and affiliates to surplus as regards policyholders
(Line 48 above divided by Page 3,Col.1,Line 37
x 100.0) 27.8 30,7 20.4 20.0 1 18.3
17
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
FIVE-YEAR HISTORICAL DATA
Continued
i 2 3 4 5
2013 2012 2011 2010 2009
Capital and Surplus Accounts(Page 4)
51. Not unrealized capital gains(losses)(Line 24)---------............_._...1,042,675 ---............_...._202,288 -------------------__(258.960)----------------------_613W7 ..--...............,,.(379,625)
52. Dividends to stockholders(Line 35)...._._....----_--------------------------------------------
53. Change in surplus as regards policyholders for the
year(Line 38)---------------------.....----------------------------------------------------2.286.064 ------------------(6,789.312) ------------..147.248 --------- _(1.311,277)--------------..._309,390
Gross Losses Paid(Page 9,Part 2,Cols.1&2)
54. 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)..............:.............................13,156,192 ....................8,964,213 -------._4,840,018 ...........--.......6.509,663 .4,614,883
55. Property lines(Lines 1.2,9,12,21&26)----------------------------------------------_0 --------------------—0 -._...,_0 ---------------_.-----0 _0
56. Property and liability combined lines(Lines 3,4,5,
8,22&27)... ._..-----------------------------.....................-..-..--..-.. _... -...0 ........... _0 ._._....-.._.-..... 0 ...... 0 _._._........._......0
57. All other lines(Lines 6,10,13,14,15,23,24,28,
29.30&34)......................................................... ----------------------- 0 -- _142:376 ---------------(6.993) ---------------------6,252 ---------------35,638
58. Nonproportional reinsurance lines(Lines 31,32&
33).--.._.- ........ ...._.............................................. 0 0 0 0 0
59. Total(Line 35)-----------------------------......................................-----.......13.156,192 ---9.106,589 ....................4.833,025 ..-----------------6,515,915 ..---....4,650.521
Net Losses Paid(Page 9,Part 2,Col.4)
60. 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).----------..--------._.---------_--------5,369,969 ---__---.--------5,968,253 ---------------3,610,570 -----------_---3,361.566 -----------------.3,753,662
- --
61. Property lines(Lines 1,2,9,12,21&26).....................................................0 ...................................0 ...--......--.......---._--0 ...0 -..0
62. Property and liability combined lines(Lines 3.4,5,
8.22&27)------------------------------------------------------------------------------------------------------0 ------...._._--....-'---.-.....0 ---0 ..0 .....0
63. All other lines(Lines 6,10,13,14,15,23:24.28,
29,30&34).--'---"- ........'---..._. ..... ..--'.------_--_------0 ----------..............36,683 ...........................(3.496) .......................3,126 ..........................17,819
64. Nonproportional reinsurance lines(Lines 31,32&
33)............-----.....------------------------------------- 0 0 0 0 0
65. Total(Line 35)--------------------------------------------------................................5,369,969 ....................6,004,936 ---.3.607.074 3.364.692 ------------------_21,771.481
Operating Percentages(Page 4)(Line divided by
Page 4,Line 1)x 100.0
66. Premiums earned(Line 1)-------------._----------._.-------.--------- _100.0 ...............
100.0..............
67. Losses incurred(Line 2)----.....----------------------------------------------_-------.-.38.6 ------------------------61.5 -----------------------15.5 --------------------------44.9 16.2
68. Loss expenses incurred(Line 3)................................ .........----........... 24.8 ...—.......................76.3 ...._-'------..........63.2 ------------------...------.47.2 .........53.5
69. Other underwriting expenses incurred(Line 4)----------------_-_-----_--.__..38.6 _------------------------_43.6 -----------------------41.3 ---------------38.2 -------------_-------_-.34.5
70. Net underwriting gain(loss)(Line 8)..............-----------------------------------------(2.1)------_--------------.(81.4)---------------------------(20.0)---------------...-----(30.3)...._.-----------------------(4.2)
Other Percentages
71. Other underwriting expenses to net premiums
written(Page 4,Lines 4+5-15 divided by Page
8,Pail 1 B.Col.6,Line 35 x 100.0)........................ ..............................35.5 ........... ...........40.3 .............................39.7 ------------------------------- ----.....------..........34.0
72. Losses and loss expenses incurred to premiums
earned(Page 4,Lines 2+3 divided by Page 4,
Line1 x 100.0)..................................---------------------------------------------------63.4 -'------.....-----.137.8 ...............................8.6 ..------------- 92.1 ---w 7
73. Net premiums written to policyholders'surplus
(Page 8.Pail t B,Col.6,Line 35 divided by Page
3,Line 37,Col.1 x 100.0)---------------------------------- ---------'--------_--60.1 ----------------------------68.1 - -------------...44.8 . 47.4 -----------------------------48.4
-------------------
One Year Loss Development(000 omitted)
74. Development in estimated losses and loss
expenses incurred prior to current year(Schedule
P-Part 2-Summary,Line 12,Col.11) ..........................(2,211)------------------._----5,534 -------------------------------(67)---------------------------638 (1,317)
----------------
75. Percent of development of losses and loss
expenses incurred to policyholders'surplus of prior
year end(Line 74 above divided by Page 4,Line
21,Col.1 x 100.0)-------------------------------------------------------------------------------(14.2)----------------------------- --------......-----......_.(0.3)-------------------------------2.7 ...--------.........-----....(5.7)
Two Year Loss Development(000 omitted)
76. Development in estimated losses and loss
expenses incurred two years before the current
year and prior year(Schedule P.Part 2-
Summary,Line 12.Col.12) -....._ -............. ----...... -- ......3,973 ....--...........---.......4,251 . .......----......-554 -------------------------------(449)..........................(1.849)
77. Percent of development of losses and loss
expenses incurred to reported policyholders'
surplus of second prior year end(Line 76 above
divided by Page 4 Line 21 Col.2 x 100.0 177 19.1 2.4 (1.9) (7.9)
NOTE: If a party to a merger,have the Iwo most recent years of this exhibit been restated due to a merger in compliance with the disclosure
requirements of SSAP No.3,Accounting Changes and Correction of Errors?-------------------------------------------------- ---- Yes I ) No I I
Ifno,please explain: ------------------------------------------------------------------_.......-------...._-..--.-_._----------
18
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company'
I �Ip�0 �I�II1 0NIII���
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14) p y
NAIC Group Code 1228 BUSINESS IN THE STATE OF Alabama
Gross Premiums,htduding 3 4 DURING THE YEAR 2013 NAIC Com an Code 29513
Policy and Membership fees, 5 s 910 1 12
ess ReturnP e% antl
Premiurs on Policies notTaken Dividends Paid Direct Defenset 2 or Credited tonse Direct Mensa ndCostDlred Premiums Direct Prernluns Polic bottlers Dined Uneametl Direct Losses Paid Direct Losses t and Cost Containmem CommissionsLine of easiness Written lamed on Direct Business Premium Reserves (deducti salve a Incurred Due:*8
nt Containment enseExp and&okemge Taxes,Licenses
1. Fire._.......................... Losses Uid fx ense Incurred U aid E arises............................................__................._............................ antl fees
.1 Allied lines..... .._...__.................._-----_. _-----.-----...._.._._..._2.2 Multi le edla ....._.._......_..._._.__...._... ..._.._....__..._....._. ...._._ ..-----------------..... ._............_...__
2.3 Federal flood..................................... .._......... ....__...................... ................
3. F
armowners mu o e per0........__..._......_......_.._ ___.__._,._.._....._.. ._..._.__....._......_...
4.
omeownem multiple peril.................... .............................
..._on)........................................................................ ..
.1 ortnnerclnl multi le II"non-lability ............................. .............................
P Par ( ry portion --------------------- ..
.. _.....__.... .........._.._.
ommercial multiple peril Oiabiliry portion)...._......_...._. .._...._....._._..__. ..........................
6. Mortgage uarant ............................ _
Ocean marine---------_. _...._..._._....__._.._ ..._._._.
9.
Wand marble ._ __....--------------------- ------_..._._....----......
10. Finandal guaranty ...............................................
.._.__.___......___.... _......................._. ..e ice professional liability
I roup accident and health(b)
a acct om aM hoaldt o and Individual ............................. ..................._......_ ........ ..._......
r (9r W )....._. _ ....... ...
14.
15.1 Collectively renewable accident and health(b)'-'-''------ `-----'-----......-- ...._......__.......---- --....`........._.-- ..................--`-- --`--- -- --------- ----------
.._....-
---
------------------ -------------.
15.2 Norrcancelabla accident and health b ..--.-----_................ ...........__._.___._____ .._.._..._.__._.._..__._..
..
i5.3 Guaranteed renewable accident and health(bl.................................. ..__..................... ......_................. ....._................... ........................ ................_........ ..................... .._.....................
15.4 Non-renewable for statetl reasons only lh)...............__..__.....__._ .__._..__.._.___.._........ .._.___....._......_._...... .._.__......_ _..........._.._....._... .....__._........_..__
15.5 he,acddent onl .....__._........_._..... ........................_... ..........._..__......_..
D ----------
15.6 Medicare Title XVII I exempt from state taxes or fees ....................----... --`---"----._._.---
..-----...------.._.....-----'
^ .r other accident and health(D)._...._......__. ...._.__.._._._......._._ ___..._.._.___......_.___.
.._.._._.. __-----................... ........__.
75.8 Federate. to ees health benefits Ian remium b -----..._ -------- ._----------
16. Workers'wrrlpensation__......._..._....... .....__._.._____.___..... ._.._._..___....._._..__.. _..__........_._...__.._._
.t her Liability-oceurrence.._._..__...._.._ ...................__._._ .._.....__................... _.__--------
..__......._
............................. ..
t then Liability-Balms made........-`----...-�---......._ ......................... ......................._... --......... _
17.3 Excess
ars compensation._......_..._....__.__...._. ._..____.....__.. ....._._._.._..............
Products
is city.............._"--.-....
.................................................... ....
191
nvam passongor auto no-lauit(personal injury ............................. ............................ ......._._._.___..........._ ......._._......__...... ............_........._
19.2 Other N..protect.....}..............
private passenger.,to liability .....................__..._......_.._. _ ....._........._.....
P 9 ty....._._rote._..._).._....... ............................. ._
19.3 Commercial Sulo rw•fault(personal injury ............................. ............................. ................ _......_.............__
P --protection)_-------_--....._. -------"_-....._...__ ........__..-----.--`
.._.__..__...----....._..
19.6 Other commercial auto liability_._...._._.__ .__.__....___...._......... ...................._...._..
.i ovate passenger auto ......................_.._..
P ut physical damage..................................... ............._...............
Commercial europtyslcaldame....
Aircraft(a penis)..__...._
23. fltlo0t _ -------------- ...
y.............................................._---.----------._....._
-- ......
Sure. _.. ._............ ............................. ......_....._........_...._ .. ._ -..__. ...
26. Burglary ...... ....................
------------------ -"----....--..... --- -------- '
9�'and theft............................. ...........__..._......__. ............_......
............................ .............
-
27.
Boller an machine ....___...__............... .............................
............._..........._ ...._...._...._......._... ....___......_.....3,026
Credit
nty
.............................
30. Warne
...
Aggregate wrae-ins for other ifnes o1 business. --__..............._._... __.._____.........._....
35. TOTALS a ._...... 2.---------------------------24 ......................__-0 -__.....__. .__....._.._....... -------'.._................_....0 ...........................0 ......................_....D ...D
DETAILS OF WRITE-INS7 g 0 0 ...........................D .........0
0 D 3.026
0
3401. ..........................._.. 9
3402. ...........................................
3403. ................................................................................
._......._._.........__..-------------
--_._.__.------
-
ummary of remaining writelns nor Line 341rom overflow page..................... - -....._....._.__.....__..........__._......._ -- _
...._.................. ............._._ ---.......................D _.-......._.......D ---..._--"D "-'----.._......._-----------------------
3499. Totals(Lines 3a01 thru 3x03 us 3498 c==Page
above --'--'�- -----' ..............D
D 0 ...........................D ......_..._..__........._..➢
al finance and servk:e charges not included in Llrres 1 to 35 S------------------------...... 0
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products ...._..__---------------------__-. and number of persons insured under indemnity ally products 0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Compann ii. iuii �III�I .I�.Iu. IIIII�. llll��
Company.
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Alaska DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,including 3 4 5
Policy and Membership Fees, 6 8 9 10 i t 12
Less Relum Prengums aid
Premlurrs on Policies no(Taken Dividends Paid Direct Defense
1 2 or Credited to Direct Defense Direct Defense and Cost
and Cost and Cost Contain mom Commissions
Direct Written
rs Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes.Licenses
Line of Business Written Eametl on Direct Business Premium Reserves (tleducH Salva a Incurred Losses Unpaid Expense Paid Expense Incurred Unpaid
1. Fire._. ._.._.........-_..._.-__
..................................................................................... ............................. ....--ucti...._saivage
Expenses and Fees
2.2 Multiple peril crop_...._.__.._.-..__------..._. -- -----------------_._.-.._ .._
3 Federal flood
armawneremultiple rs petit........__.................__._-...___..__._.__.-_...-__._.._....-.........._..._.__....... _ ._....
. ..-_...._......_ .....--._._._...-. -
- ... .___ .-._______................ _._-._-
4. omeownemultiple peri _
.....___.........................
. _......._._._...................._-.__.._................ ................_._..._......_.._..._ .........._........._..... .............____-...._._. ...___................._ ...
ammrcal mu ip la pent(non-te(non-liability
............. .-...._.._................................. ----._..........._-
ommernamuni e peril Ilabili1Y portion)On)-........-________________---._...--._._...-.------.------------------_
-...
............_-.._.-.........._-...._.._..__.....__....__....._-..._.......-__....._-.....-_........ -._..-
6. Mort a
Ocean marne.-...._.... -_... ......_.-.... .......................o guaranty ............................................................ .
......_
9. Inland
___....._.__-.-.._._.... .-..._.....__.-__-__.._.-.__ ..__.....__.._.._.._..__. _.-__._-____..___._.... .. .. .........__....-- _.....-_.._
.-._-_...-.._......_......_._..-....__
...._ ___
..-_._.._.-_.._
mar
._...._.._ . . . ........ ......
_-....nr._-._..........__..--........__---...._...------. -........._._.........._.._... . .....
......-_..10. Financial guaranty.................................................... .._-.. ... -- ...................... ......-................_.:
e ice professional liability --- ---------------------------
12. ...-..---.-----..._._.
.a qua e.................._..........................................................................
...---...._.------.........__ .-..........._------
................-............ .......-._
................
Group ace ante eat (b.._........-_._................_..--......._-_......__._..._..__.._...-........._..____ ----..._.._-_....._._..--- .....----------.------------- -----------....---.------.... ......_-..-.-_.__....-._..-. -.__....-
4. Credit accident and hoaldt ig—to and individual
..i e ....._....._....-_.
-_...-__.-._._.-._.
152 .......................................................................... ............................. ............................. - . .......Non-ratcelahle accident ald halth b
.-__-......_..._-_.--.._-. '
15.3
Guaranteed renewable accident and health(b)............................................---------.................... ......................
.a then accident
a only
stated reasons onry(b).................._...._._.--......_-__.------....__....._.._.---.._... .._..._._..__.-........... .- -... .._.-__..-_._...._........... ......._-..._-_.__..__-.... ......_..-__........___.._ -
_._... ._.._.-__.._._._......._. ............ ..
15.5 Other acdden[onl ..._.._..-_............. .-_-.-..__._-._...-
............................. ............................. .._....._.-......-....._... ........__..._....-........_. ..........._--_.........._.-_ ..__._....-._.-..
D Medicare cid II exempt (b)__ale taxes or tees................................................................. .............-......_........ -_ -_
15,7 All
other accident .....................___...__ ..-__...... ......-_._--___.-.._.___.
15.8 Federal employees health benefits plan premium(b) ........_._-- .......--._.................
orars wrpensatiun................_..----------....__-'----...._-------......--...----...-.....------..-...---- ---........------'_..-- --......--------------- --------"-`--------- --------'---'-.._._---- -._----------------_ -----.-...---------
17.1 Other Uabflity-occurrence---------------------------------
_-__.......__.._-.__.-..._ ._.......-.__------------- ..._--"-....._.-----.---* ___.._........_------._. ....__---.._...-..--..._. -- .. ....-..-._._
1 icer iwon,y-claims madem............................................................_-----
ess
oworkers'compensatlon_.._....--_...............................__..__._._--__..__.-...._.-.._......____...-- ......_.-_-.--.........-.... ......_.- -_.. . -__.__..._....-._... ..__.-.._....._..____.__ .._....._._..___..-....-._-_ ----
17.3 18. liability.._.--.--_..................._..-._........
Privat
(Pers
19.1 Other pvate passenger
muco lit bility nal Injury Protection)............ ...-........._.._.-.-......_ ..-.-.........._..__.... .___--..-...............__. .......-....__.__._-----.-.-. .--......_._... ......__........--.... ----------
Products
192 Other private passenger auto liability......_-...-.._._ ----�-�-�--��-�--��--�`
-._.__....._.._............._._.._......--.............. ....__.__..__.....--._..... .... ___........._._.... .__.-____._....._-....... -....._.....----..__..._..... ......-_...._-.._.......__._ _-.._
Commercial auto rw-fault{persurial injury Protectivn)............................................................... ............................. ............................. ............................. ............................. ............... -..........-..........-. ............
....
........
19.4 Other commercial auto labphys _.._....__- ......-
..._.
nva a passenger auto p ysigl damage....................................
............................................. ............................. ------_-._....------------_- .....- -.....
21.1 P21.2 Commercial auto physical darnage...................................................._...._....._.............__...... _._.....-..........._..... ............_._........._.... ......_-__......__.__.___-... ........................-___ -...._...-..-..__.__-....__ ..__.......
22.
Aircraft(a perils)_...-._.._...__......._.
..._..-_....._.--.-...._-- .._--.-----._.__---------- '�.
y..................................................................... . ........... .._.............._........_ .
24. ......................._.. ..........__.._.--.......__ --................ ..._..........
Surety ............................. _.....__--_ ......
..................._..._.......-_-...___....._........._.......... ------------.--_............ -------------_....--_._---- --'------_._-..."--__.._-- ...........__.._---...-'---' _--_-_......__. .....-.--..- .___..__......_..._ -_.-..._...----._
the
26. Burglary and chi ey.._....................................._._..._._.__._...."---__.._......_._.........___._._........ .._..- ...........-------._......- ........_........--....
- .. ....................2,20
2. Boller and machine ........_................... �
.............................................................................................................. ............................. ............. .._-_._.__................... .__....__....-.....__.-----
30. Warranty....................... ------.._-. _ .................... __.._ ...._
..........
ra verde-in r ....................._. -_...._.................... ..._.....__
99 ega s or other Tines of busmess......_.._..__................._......_......._..._-___._....-.D 0 0 ___...➢ ..._D .._- .._.____.---_.....--__.
__.__................... .......___.___..........-_ D
0
3401
.....................
DETAILS OF WRRE•INS 0 0 0 0 0 it0 0 ➢
2,0
------------_--.__-_...._....--_-_
..............................................................
3402. .. ..._.._.._---
.... ....................—.-_....__.._................
3403. .............................................................................
.................._._........._...-........_......._.__.__......................-._.........._.._-........__.-------_...._...._..._._...- _ --------------_---- -- ....__....-_._..-....
3498. Summa rt=e _.- ..._...... ..............................
3499.
ry g write ns or Une 34 from overflow pa9e.._..._._.._..................... --
3499. Totals Lines 3401 thru 3403 us 3498 Line 34 above 0 0 ................ 0 0 .....................-_....0 _.............._........._. ...._......................➢ ......._...................D ➢ D ➢
....._..._............_.- -----.................D
(a)Finance and service charges not indrxfed in Lines f l0 35$.----.--_-._.-__....__._._......_. 0 0 p p 0 p D
(b)For heath business ori indicated lines repon:Number of persons insured under PPO managed care products ...................................... mid number of persons insured urger indemnity only products ............. ......................
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company'pN� i� IIIiIIII�NI�I� ilNilllll�ill�u�lllllil�illlll
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Arizona DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 q
Policy and Membership Fees, 6 6 7 6 9 10 17 12
Less Return
Premiums and
Premiums on Policies not Taken Dividends Paid Direct Defense
1 2 or Credited to Direct Defense Direct Defense arca Cost
and Cost and Cost Containment Commissions
Direct RenJmns Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containrrent Containment Expense and Brokerage Taxes.Licenses
-Line of Business Written Earned on Direct Business Premium Reserves (tletluctirg salt' a Incurred Losses Unpaid Expanse Paid ense Incurred Unpaid
t.
Fire. Expenses and Fees
............................. ............................
led lines..................................................'---.........--..........-............-.-_-..... .-_-......-....._-.-....--... .-._.....
2.2 Multiple enl rx ........................... ........ --.....-_....-._.. ..-_.-...-.-...__..-._
_--..................._..._ --.--_---..-.----------_.-- -.------- -----------•---_--.-...
2.3 ederal flood..............._ --....-_-.--..._-_.-...--.-- ..-.--_-.....-.-_-......-.-.
armbwnera multiple Pan............._-_.._---......-.----.-....-.---_......_-.""-.
oens multiple p..e......._.__._
_._-_-.---_.___--...._-_._
5 1
_...-.-_...---.._._.-._.___........ .--....................__--.--._- -.__.--_................ . _-_- ------
-----_-_--_.-.--.---...-._.-..-.---.-._.--.--.......-_..__.._...._--_._-..'.--..._ .--..._--_--_---...-__.-_--.....---.------...---..---.-,...--.-.-_-._.-..-_.----._--,.--..
._.....-..-.--.....-_on . . . . .--_.-- ..._. --------(liability
-----
----
19. Inland mrine----__.....
--------
Financial guaranty.................................................-................................................................ -----------------_..... .-...... .11Medical professional liability ------------------------------------------ ------------------ .._._-...-.
i
.......... ..... . . -------------------------
.a qua e......------
.---
...........---
.---...---------------__-----------------........_-_--.-......_----_...-.__.---.._.._-.---.. .._.-.-.._..__-._........--- ............................ _--_-....-_-.-..-__.....- --.--
roup as ent and health(b)........_...--_......___- ............................. _-.......-......._-_-.....-.
--.......'--------------------------------------------
-.-........-.-_.------.--'--- ----------......__._._.-... .------*----------'------- ---_-----
14. Crodil accidont and hoalth o and intlivWual ___.._---_____..... ............................. .__..---_...__.--
............................ ..
15.1 Cnlledively renewable aaidenl antl health(b)._--......_--._........_.................. ................ ._-_-_-__.._._-.__.._ ._.---......-__.-....___ --._....__.......-.--.. ...--.-._...._-.-.....-__ --..... ..--.-...-__....-.-..-.
... .......... ............................. ............................. ........._...-.............. ............................. ......._ _ -.-_-.....__....._ _......_.--...-.-
15.2 Noncancelable accident and hearth(b).....................___....._..---__._..--.--.. -_...._--__...._ _--------------------------- -_.....-_-__-.._-_-.-.. .__-----._.--_-_....-._ ___.._._--.--. ... ..-._...
Guaranteed15.3
renewable accident antl only
(b)..................................
(bf._._-------------------------- --.--....__-__.-_ ..._._.._.._............... .__.--.--.-_..----_..._.--
-_..-_..._--_-...--
15.4 NonfenewaDle for
stated reasons only(b)........-_.................. ---------------
......_.-------.----------._.
tp ter acadent only..............._ -..-._...__.._._--__.-
15.6 Medicare Title XVlO exempt from state taxes or tees.................................. . ------------------ ------------...-.-- ...--------
D _................... ..... -...... ..... ..........._....-- ..... -- -...
N t .r tot or accident and health(b)--.-.......-_ ....
----.__-----._--..._.__--_._- -.__....................... .._-__.._..-_.--._--.-_._- -__.__-_--__-_..._--_.-_- ....---_--.-___.-.._----_. --_-..--.--..--.--
. ..... .............................
Federal5. employees hoalth benefits plan premium(b).....--._-__-.._..............__-.__.._.-_-__--.... ._--.-_.._._.-_.......-._. _.......__..---_-.._..-.--- -...__.__._.._--.--___-_ ---_-._-.._-__.---_..__ __.--.._--__ ..-.-
.. ._...-----------------`-...
or ems wty-occtton..........
....
.........................._.___.........-_.........---.....------......-.............-- ............................. ..--.........-..-........... ----
.--....._......-._
7:1 Other
-----------------------
ume"s
Othe
ria Iry. aims matle......................_.___._-......-.-_-.-........-__-__........._................._.--_....... .............--.........--._. ..._..-_-__......_..-._.... ......-..........-..-..._
._.......................... ............................. ............................. ............................. ......
rodsswor ems compensat on------"-----.....----.-..-_...------__..-..--................----_- -'--'— ..-- '----- - -----
16. Products liability-------_...--.-----_--_' ---------------------'-" '----"'----.'-'-- -----.-
.._.._- ------------ -'--..--....---.--.--.----.-- -.....-_._-.---.....--.-_---. .___-__----...-___.--.-...... --..-......---.--.---.....--. .......-_-.--.-...._-_....... .----_..--.. ......--.....--.....--.
19. Pdvato passenger auto no�lault(personal injury protection) ....... .._._...................... ._-.-_-...--_-..-._
9.2 ....................... ._.._.-__.-_.-.....-._--___- _--.__-_-.....---.---.-----.- __
Other private aasen- auto liability .._------------------------- --__ __
----_ _...__.--.-_- ........... ....................__-_-_--
19.3 Comrnarcial auto no-lault(personal injury --._-...._-.-_............. ................_---...._--
. ..
19
Other Pass al auto liability----- _----._..._-----._..-.--......---- -'----'-----.._-.._-- -----..- --------.-.._ -----...--------.. ..--._-
21 1
nva a Pass
Al
physical damage._.-._-.__------------- - .--_,--.-._--.____---
21.2 Comixrclal auto ..-.-_._.. ...........-----.-.-....--- ._ --- -- "-----
physlcaldamayo.................. -_....-.---.__........--_-... ---.---.--....._..---.--._.. _--.--....._---......__-.--..
22. Aircrah(all emits .._......................... .....................__----. ..._-__-._. - -.-......__._-_-.. ...--. .... - __-_....--__.._..__-.....-.. _..--.---.._.--_-_.__--__... .-.-.....-.--..... -...-__.-.....--...-..--.. ..--......-.....-....... ...-.-...--_-...-.-...-_ j
perils) ..............._....-.-_. -----_-------- .... - .. -..
23
Y . ..
-_.-.._...-_-----------------------_.'-----...._ _._.----"'--.......-. __ _
.....nd th.................._---......--_-__.........--.--..__...-----.._..-_--._..._.._-._--.....----..--.....__--...200 -.-.._-.--..-_-....--.-2N .._-_-_-._...._--__-..._- ---------------------
-----------
................ ......._--.._-..--....-_-... _.
6. Burglary and thafL........................_._ ---
_-.--.....-____.-..__ .. -----------------------------
24,
...___--__-__ -_
......................55 .....--.--...-.--..--1.689
27, Boller and machinery..........................
.....
.---.....___. �..... ..............._...._..._...__...- . .. ....-__..... .. .. ........---_-- ............... ....----�........-....
......_-.--.-... ... ----........-_._._.....----D .......-.... . .......... .... ---.- ....._.-..--.
_._.-....-.-...-_.-....---...-._-...---..-.-.-...._ -.-_._..----....--.-...._--.-.-_--..-.
-.....-..-....-3A reqa e 'e•1ns for ernes of business D0 D ...
LSIai
200 20D
00
DETAILS OF WRfTE-INS � 0 g D 0 D ._-_-_--...-._......
3401. .................. 1.689
3402. _.._..._.-..--
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3403. ------------------. ......................
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3 98 .._............................._._.-------__._-.---..... _--.--._.-_.-------------'-----'--.---_ .-_....-..
ummary of remaining write-Ins for Une 34 from overflow Pago---.-._.-.-----_.. ____.-.___-----.____.. ..-----...--_... .............._..__-_
.-.D ---'-----------._....--_-..--._..-_..............
........................ -.. ..-.-D .... --_-.D ._ ._.._0 --... _-...0 -. .---D .- -....➢ -....... ....D -. ._...D ..-..D ...........................
otos nes 3401 thru 3403 us 3496 Line 34 above 0 0 �--�""`�""'-- - --------- ------�--�--.._ -����--�---�-���--�--
D 0 0 0 p 0 ..................... 0
0 D
(a)Finance and servk:e charges not inaudetl In Lines I to 35$....................... 0
Ib)For health business on indicated lines report:Number of persons insured under PPO managed care products ...........-----------.--------------- and mmnber of persons insured under Indemnify only oducis
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Com amyl II III�II1 3 2 11101111111 go
�II��������
PI III Y4IIII��
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Arkansas DURING THE YEAR 2013 NAIC Com)any Code 29513
Gross Premiums,Including 3 4 5 6
Polley and Membership Fees, 7 -8 -9 10 11 12
Less Return Prenilums and Direct Defense
Prendurns on Policies not Taken Dividends Paid Direct Defense Direct Defense and Cost
t 2 or Credited to and Cost and Cost Containment Commissions
Direct Premiums Direct Premiums Policyholders Direct Unearned Losses Paid Direct Losses DiContainment Containment Expense and Wokerage
Direct C
t. F
Line of Business Written Earned oR Direct Business Premium Reserves (deducting salvage) Incurred Losses Unpaid E ense Paid Expense Incurred Unpaid Taxes,Licenses
ire enses and Fees
. _
Alliedlines
..-...._ .
2.2 Multiple peril crop-----------------------------
2,3
Federal o .........................................................................
.._.......-----------------__....
armowners mu a Pen---------------------.._._....._....---........-'---------------.._---------- -------.._.._------ -'----------------- -----------------.... .---------_.----------
omeownersmultiple peril............................................................................_.............-.._.---... ............._............... ............................. ----.----------------.....--- ...........................
.. ._............-..._.......... .
5.1 Commerclal multiple peril(non-natality gonion)..._._.._...._....._. .............__..._
............................................... ...-.._......_......._.._._ ............._.__-__-___.. .._._._....-- .. ......_.._
55.2 Commercial multi le peril(liability ._ -------
.2 Peril ly Portton)..................__.._._..._.........___......_........_..........._._
6. Mor a o uaranl ...._.._ .....................
t9 0 9 Y................................................... _.. _.._._... ... ........
............................................................_ ..-..._.._...............--.. ...._......--.....__.._...... -----------..-..._..__------ .........
8. Ocean M.
r _..__......___..........................................._._.._.........._...._._.......__....__..-_.._._..._ ._...._ .__.. ...... ---.------...------_------
9. In
10. Financial guaranty._.................._..------____---....._ .......... .._._...._..__._..._......_.. __.._..__......._._..-..._- __-_._-__._...._..__..._.
77. Medical professional IialPlity-----------------------------------------...... --------- . ----.---._..------
._......._ .....__.-....._.___.__.__
1 .art Qua e............................................................................................................_.............. ........... .............._.............. ......................____. .........-..__...._.......-.. ...........-..__._....-..... ..................__......... ..._......_........._..._. ..
13.
Group accident and health(b)--------------------------------- _...__._._...._-.-_.--.
14. d accident and health(group and Individual}._._.__.......................... ..........._........... ............._._.._..._ .. _...._..___....._..... .............._....__. ...._..___..._......
r .... .. .. ... ........................... ....- -.. -----_-----_-------
151
._.....-..__.....
151olleaively renewable axitlent and health(b)............................................._.__._...._......-.......... ............................. ....__........_...._.._... ..._....__........-......... .__......_._......._........ .___..._-_......._....._._ ..._..................._._ _..__-_._-_-__........
15.2 Non.,,.]able accident and health(h) _------------------------___----------------
__._._.
153
Guaranteed renewable accident and health(b)......................................................................... .............................
D 1 .
. ............. ..
15.4 Non-renewable for stated reasons only(b)..._..._.................. . ............................. ............................. ............................. .............................
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t ....._.._..... ..._.__.._--.._... ..__...._.-.._....._.._ ._ ......._..... ....._._....__.....__-__ -- ---._......... _ .._ ......
(D Other accident only_................... ......._._.__.___._._._ ..... --- - - ------ ------ ------- ------.. ._.__.....
5
er cXVIII t from state taxes Or lees.............................................................. ._.........___-__-__..... __-
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its plan ..................................
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herLiability-ottwrence_.............____.._.._.._.._...._.__.....___
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xcess
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.a theroonmemf autoliability
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noa ..............__.._..._-......._...__..._..._......_.._.-._. _.__._..-..._....._.._..... ........_.__...........-... .............___.-._..._ .._._......_...___._..._. .....____.._._....._....... ....__...___.___._.._. _vaPassenger auto physical damage _ _ . . . .. .
t, MfCrclal auto Physical damg¢
2Airr ........................ -------_-------------
23. FIdelit . .
4 ,urgty-----------------....._.._._.__.___...__......._ _.._._..._......_..._..._._ _--._......_._..__..70 ................... 7 91
26. Burglary and
____ ----- -. ......
.............
27 So
2.530
ierand machinery..................................................... _..__.............._..._.._. .. ................... .............................
28.
30. Warranty......................................................__. ....................Aggregate business --------------------- -----.-------._....-- ...............
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35.
AL a 70 7 0 2,530
DETAILS OF WRITE-INS 81 0 0 0 0 p p p
3401. ..........................-----
....._.__.......__.__.....................__..._._.. _............._------._.-----_---__------.._.._.._.._.
3403. ........................------........._...................
3496. Summa of remaining write-Ins for Une 34 from overflow_..._e.._....._..... __.......-----.._...-__ ___.___------__- ..____....__---------
9 Pag ..............................................D _._...__......-.._. .........._............._..0 0 -.--0 ...........................0 ..._..-.-...._.
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rat Finance and servfce charges not Included in Lines i to 35 S_...._...__------.._------------- p
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products ...................................... mid number of persons insured under indemnity only products .......
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Comp Y Zany.I, IIII�� �ifII���
NAIC Group
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
Code 1228 BUSINESS IN THE STATE OF Californla DURING THE YEAR 2013
Dross Promiums,Including 3 a 6 NAIC Com an Code 29513
Policy and Membership Fees, 6 7 8 9 10 11 12
less Return PrerNums and
Premiums on Policies not Taken Dividetds Paid Direct Defense
I
2 or Credited to Direct Defense Direct Defense and Cost
and Cost and Cost Containment Commissions
Direct Prenewls Direct Premiums Poikyholders Direct unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense antl&okerage Taxes,Licenses
-Line of Business Written Earned on Direct Business Premium Resenres (deducting salvage) incurred Losses Un itl Expense Paid E en to Incurred Unpaid 1. Fire....._.._.._............._ Expenses and Fees
__...............___-----_ _......_.__---- ....'--_.....
.._ .............................
.1 Allietl lines.............................
2.2 Multi le enl n -------------- ......................__.__. ............_.___..__._... ........................._._.
op ... __. _._.__ __..._...__.-
2.3 Federal flood
3. ermowners multiple peril._.__........._............................
omeowners multiple perN.................__._ --._....................__._
5.1 Comtnerdal multiple peril(non-liability portion-)`........................ ..---. ...._--.-.........__ ---
_........_.._......... ........---..............
---....._._.._........_ .._......_.............. _......._....-'---.......- -----
-----
-..._.__
.._. ..._-- . -_._.__-_-__-_.__ - --_------52 ommraal multiple peril(liability Poron) ---..--.__--____-_-__- ---------------
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.........-...6. Mort Mortgage guarani --------....--- -----------------------------
....-- ---
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10. Fancial guaranty
Medical professional liability __.... ....-.-.-.-._..-..............
12 Ealhquak'
............................
. roup ax en a heal (b)Credit
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---------------
___..____... ._..._.._........._......._...._... ....__
__
151Collectivelyrenrible axidnt and health(b)............................__........ ----------------------------- -------------------_------- ......__....._.._ ...._._.._ ......... ._........._...._........... ....._._..-....._..-.._..._.............__......__........................ ..._.....
......._.._.......... __--..--....___....... .._...-__.__
_...._
m1able accident and health(61........................._.........._ --.-__......_-...._.._... _._...__._......____._ ..
1 Guaranteed renewable accident and health(b)......................._..................._........................... _......_..._......_......... ..._.............._...._
15.4 Nonrenewable for stated reasons on b ............................. ..........
he,5 0 accident only ---------------------..................
it
1 56
e scare e 1 exempt rromstatetaxesorfee..................................... -----
.r other accidentand health(b)----___.._..._.._........ _........._...._____..... ........._...___.......__ ......_.._....._..._._ �
... ..__..__....___-__._..._.
Federal employees hearth benefits plan premum(b)....._._......__._._......_ ............._........_.... ..........._......_._.... ..._._....- .....
.............................
or era ainglens amen........................ _
7 he
ce
rLiability-Uaims matle.....___... .................. ............................. .............................
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�xcoss woi els'compensation....._..._..__._._ --_----_ _ I
S. Products liability �-�--�-----�-- ---------------------------- ----------------- ------------------- -
----------------
_._......._................ ----- ---._....._......_......... .....__---..._.._------
1 .i Pdvato asset er auto no4ault(personal injury .................�--...... ._. .....----......---.......... ...---......_......._-----' --"...----�-` ..........................
P >g (P --Y Protection) ..
19.2 Other - _. _.........._._......_..... ..................._._-___- ------
..._.._................. _..........._....._.__ ...._......._....___..
.private passenger alto liability -�`--�----�---�---- ------�-�-_-_--.--.-._
..
19.3 Cemnlercial auto no-fault(personal injury ------------------___...._ --.- .__........._.._......__
p jury-rote------)_................. .............................
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1.1 --
Private
passenger auto Physical tlamage _ _._................................... ..._.............._._...... _................_._......... ..._.........._._........._.
._........._....._. ..._....._..._.............. _
ommerclal auto p41y5iG31 damayo.................. ._........_....... ......................_...... ......._.._..................
22
Aircraft a perils)_.,..._ .__..__......._.._......_. ....___._.___._._..._... _......._.................
Fidelity......................._.................................
................... ..
---------------7.705 ---------------'------`-- ---- - -
26.
Burglary and Ueft......................_.........._..._ ,
............._ -- --
__......_._.-------------------- 1.500 1,500
...................2,101 .....................9.704
Boiler and machinery......................................................
_ 20. Credit..................._......_.._._......_ .._......------._-_...---.. ...._...._...____...._._.
30. Warrant -'_ ......__....._... ..._
----------"
34. Aggregate writ�ins for outer lines of business--- --------'--......-`--.D --........._._...... _ ----_------'---
35. "TOTALS a .-----_.-.______..__._.D ........._......._.___.._D _.___......_._ ._..0 _....._..._.D
8.184 7 705 D 4.651 0 -....._...__..............D ."'._......_._..........D ...._........_......_,704
DETAILS OF----- INS 0 0 0 1.`,700 1 SN 2,701 9,704
3407. .._..._............__...__..._.....
3402. .........._._.._....._.....................................:................................__......____._........
.. _.......................................................................................
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3403. ................................................................................
ummary of remaining write-Ins for LJne 34 from overflow page.................. .._.....__.__.._._....__...._.._.._.._._.__._._.. -.. ...___....__
1498
utas(Lines 3401 thru 3603 --53498 Line 34 above ------��------�- ---�--�.............
g 0 0 0 0 0 0 0 _._.........._._......0 ........................_D
D
(a)Flnance and service charges not included m Unes 1 to 35$._....__._..._. 0 9 0
(b)For hearth business on indicated lines report:Numberor persons insured under PPO managed care products ................. slid number of persons insured under Indemnlry vily products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Comp(anllY �sllllll��'I11211111II�'1�RIII'3 0 �III�aIIIII�III�IIII'�
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Colorado DURING THE YEAR 2013
Gross Promiums,Including 3 4 5 NAIC Com an Code 29513
Policy and Membership Fees, 6 7 8 9 10 11 12
Less Return Premiums add
Premiums on Policies not Taken Dividends Paid Direct Defense
1 2 or Credited to Direct Defense Direct Defense and Cost
and 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
Line of Business Written Earned on Direct Business Premium Reserves (deducting salvage) incurred Losses Unpaid Expense Paid Expense Incurred Unpaid Expenses I Fire..__.--_---..__....-_-.--_-------------- and Fees
21
Allied lines..........................................................................................................
22 Multiple peril crop____-..-._--._._.._-.-___ --------- ----------_--.-_----------
2 3
Federal flood.......................................................__-_-.....-..--.-... .............................. ..
-_._- ----- ....... .............._....
armowners multiplePard.-.._....----.................._....._----......-------....._-----'_.--�--..-.._...-------.... -.__..._--..-.......-----._- .--...... -
_.._._...___-..__--.___
Homeowners multiple pail................_._....._-.___.--..--.- __ _ � __.-.-.__-_-.__._-_..-. .........................
5.1 Commemlal multiple peril(non-Ilabiliry,portion)......_................................ ........._.--.- -._ __..-.....--_.._......-.._ .._--........._.-_-....._ .._-. ............... __-__......_._..........__ .._-- ------__ ------..._.............- ..................... _ ...--................... .............................
...... ....... ...................._....... -..-....
....-.-........_-._.. .......... - ... .. --------..-----. __........--
ommercial multi lePont(liability ................._.---
r'on
6. Mortya90 guaranty-._......__.__. .__.._-__---.... . . -. ..--..
Oceanmar rte..............................._ ...-..---....--.-...---.._. .
------------------------------------.."----------".. ----___------"`----- ------ .._
Financial guaranty.........---'"_..........._ _. ............ ..... ..... _----._..--.._-._....._
10.
............_..._......................_---..--.-...-._..-._--._.-_-._.
._...._.-._..-_--.._._.._......._._.__...... ..._....._._._.-..---._--..._._.-._.._..-.....-..__._--.._.-...-..-......- -._.-_-.--__-..._._-.._-___-..__....-.--_.__--..__-._
.............................. .....e loprofessional liability___....-.-_.____..._._------. ---.-..- . . . . . .
__....__.-_....._.-.._
_...-----.....a qua e---------------------------------------------_.---.-- _
Group accident and health(b)........................-------------------- ------ - . -- _ -----
1
4r it accident and healthgrop an individual)___.._.-__-___..------......------...._----------_--__ __-._.................. ....__--....._.--.__..-_.__ ----------------------------
-_..----.._--------._
Collectively renewble accident and health b - ..._--.-..._--.....-.-- _.......--......--... ......-....... .. --......_-..__.......-_._.......-...
......-_
...-_.._..
..... ...----
......._...........
........1 54
-....._. ......................................................_......-__ ....... _ ------------- -__. ------ ---__ ._-_.._ ------- ----_ ---.... _-_-__._ _..-_.__.-.--.-_-._ -._-__-__..15Wblaacadent and heab --- ---- ---- _-------------------__ --._...---__...---.__-15.3 Guamn[eed renewable accident and health(b) ............................................................ ..........
on-renwaD a or stated reasons only(b)...........__.. . .. . ..----...................... .......--------- ..................... -_._......_ _--_.... - -..---.......-.....-_.. ---------------------------
W .15.5 Other accident only ---------_.....
_---- ._.-_-__._.----_._..---_ _---_-_._..----__.__- .____-_._..._-___._.-
..
-......----"'----.. ._...-.................. .....--
0 a scare uta IIexempt from state.taxes orfees....`_........_..................-.....................-..._.-......-._.........._...-....-.-. .-........_.....-..-.-._.-..............-......-...._............ ....-...... .--.........-........ ------
_ . . ._.- - ._ ..................... .....
0 5.7 All 0 _
75.6 Federal e. to ees health benefits planpremium
......... -- ---------------------------- ..-._.....-.--....-....
-..... .-.16. orkers'wrryelsaturl......................................_.......--..-..... .._--------.---_--- ....---._......._---------- ...................._----- ....--........"__......... -'--........................ '...__.....--.--.....-_.._ ----------------------------
17.1 Other Llablity-occurrence.....-_--.______- ...__........-- -.-....._.___......-_-_ ......................... ....._...._-.-.
..--.-.....--_._..-_...
-. ..
OtherLiability-claims made.............__---_.._......._._....................................--.__....................... -.......-_-...........--.... ................ ..__.....--.._......_...
... . .............................
7.3 Excess won ens'compensation._-._----....-------...------.....------__._-..--.-.._---------"-------- '------'--.._.._-...._- ..-......-------"----' -----_.--------"--- ---------------
16. ProtlucLS liabilitY..__.................. . ... _..__.._..-
_..............__-_. __-..._...-._._.
...... ............................. ........'--._....__.-..... ..--....-_..--.......-_...-. -- ..._........._..........
dvato passenger auto no-fault(Pomona]injury -------------------_-.-,- �---�----�---�--�---�... --
ri '8 (P N Y---Uectlon) ............................ ............................. ............................. ............................. ..._-------------.....- - ---_- -...-------------- ..._..-----...... _...-._
lto
19.2 Other private passenger atpe(personal
-..--------.........__---- .-_--.-._---._-
-'-
-- ----------------------
19.3
ther co sal auto no-fault lit(personal injury protectiun)--..-...._--_-......_........................................ .........._._-._.........._ - _........................._ .._-..._....-....--
19.4
.............---...._.----- _..._..--..------------.----. -.-----._-----------....--
Other commercial auto liability---......__---...........................---...--------._-----.....---------... --------------�----- -------..----.--
------`----_---- -------------
i.t ovate passenger auto Physical damage__.---.--._-____._._... _................._-____ __-_.-...._.--...-.--.-..
.-.----__---.---.-...'--.--..._.._--..__.-_-._ -----------
21.2 .................. ............__...___.__... --------_-._---------.-.--- __.....--...
Commercial
mmerc a auto tyslwl damage............. ......--._-......_-_...--.... .-
22. Arcra (a peri sl....................._
23.
24. Sure ................................. '--......-......-.. --- .----......---.-------
ty......................... --- .._-------.._............._-. ........--........ ..
26. Burglary "--'---
9 ryand theft..-__-__.._.-.-.-.__..._-_..--.-_.__._..__._. .__-._.�................... ......___._._.--.-...--. _--
....................2,f85
27, Boller antl machinery..........................................
28, Credit ........................... ............................. ..
...........................
30. Warrent _--.-.__-.---.--.__--_.... .---_._................. - ----..._.....__...-._ ___......_...-._-...
y' -.._._......................._..-.--.._._.. -- ----------------..._.
34,
Aggregate wn e•ms or other lines of business_....................................._.. ...._-...-._..--.-...---._. ___.._.._..--.-__._...--.
..D -..............-.....-1321 U ...-------'"--- D ----.....---- ------D - ------D D D 0
35. TOTALS a1 _...-- -...._ ._.__._. -------------➢ ._.---.-.._
DETAILS OF WRrtE-INS 0 0 D 0 0 0 2,(u5
3401. ..............................
3402. -.__.-_._._-_.............._.._
3403. ........................................
..- ---
-------------------_.. ------------------------------- --.------'---..-._.._.--._. -..
Summary of remaining mile-ins for Line 361rom overflow page.___.-_-.--.._.-- --._.__..-..._._.-__-..---.__....-.__-._....__. ----------------------- ___
3499, Totals Lines 3401 mru J403 us 3498 Line 34 above - -- -------" .--D ----
.---
.........-'-- _.
............... ......_-.... .--..-..........-.-_-.--..-D
a/ nonce and service changes not Inckded in Lines I to 35$......................................
0 0 0 0
(b)For health business on indicated lines report:Number of persons insured under PPD managed care products _................_.--._ .......... ;yid number of persons insured under Inds=lty only products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Delaware DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 17 12
Policy and Membership Fees,
Less Return Premiums mid Direct Defense
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Data nue and Cost
1 2 or Credited to and Cost and Cost Containment Corrlmissions
Direct Pronouns Direct premiums Policyholders Direct Unearned Direct Losses Paid Direw Losses Direct Containment Containment Expense and Brokerage Taxes,Licenses
1FiLine of Business Written Famed on Direct Business Premium Reserves (deducting salvage) incurred Losses Unpaid Expense Paid E ense Incurred Unpaid E enses and Fees
- .... te....._............._...................._..-.___--._--_.--_._...._.-_.....-................._..-.._.-_.._.........-----..-- -._-..-. ........-._...-.-_ ..__-.................... -----------------------------------.................- .--.........__-__-_...... ............................. _--.--.........-._-........_ -.........--__-.-......._--- .............................
............................. .........._................ ............................
Allied'*m05-..--..-.'--'--..'-'-'-'---._...............................'..----..--.-..._.._..--_..-......_.........--..-_-._.._.......
2.2 Multiple peril crop ______
..............._.. _ -_--.--.-_..._-_---------- - ._.-_ -.-..___......-.._.._._ ___..__....-.-....._ ..__...._-__..__.._.-_
2.3 Federal flood.................................. .--__.---.--.._......-_.-_.._ ..-_-.----_-.--..........-.-- ..-.......-.._.--.......-..__
3. Far:owners muldple peril------------------........__ ---------
-...._......-.__-__... ......--.........-..---.--... ..-...--.- -__._ ..--.--..__.-...----_..-
4. Homeowners mu upe Peri...................................................................................................... ............................. ............................. ............................. ............................. ............................. ............................. .............................
5.1 Commercial muitiPl.Pert:
portion)........................................... .-__--.--..........-.-._-_ ......-..........__._.._ -.--..__......-.--...-.. _..-_.........._--._...
5.2 Commercial mu::i le ---------------------------- ----
---'--..__...._....-------
-'---------" ---.-.._...------.---------
-- --------..--_-..--'--.. .....
.__....__..-_......_
P Parii(liability Portion) . .......---�----------�--�---�--....._..--�--��--�-- ----�--.._....-._.
6.
Mortgage guaranty -...-_.-__--_.--.-._.._-... ..__.......................
8. Ocean marine----------------_-....-.-.._.--_-_..__.._ .. ------
------
...-..-.............
-------------
10. Financial guaranty................. .. .....---.-- -........---.._.............. -........ ........._ ...-..--........--...... ..--............--.._...
11. Medical professional liability _. _.._.._...-._..__-._ ._-..--...._........... ...................._.__
P Y__-._.._..-_____..-_._._...-_... . ... . _-
12. E rth u ke . -..._..--.._-_._--_........ .........._.._.._.._-. -.........-.....-_._.._ _-___----____..--.._-.. __--.._--._._-_.--.--_.__ .--..--.__....__._-_ ..._-__.-_.._.__.-.. ..._..................... .--_.--...-._..._-.--..-
. ...
----.------
------------...... ..............................
13. roup accident antl health III-.__._.-_.._-._-_--__._. ......................_--..._..... ......--_...--.--.____.-_ .....___.._........--.--.--. ___._......._._._...._. ..--..-._-___.-_--._--___. _-_._.-_._......____..--.- ------------------------
141
__._.____.---.--.-...__
14. Credit accident and health(group and individual).-..-._................._.._......._....._. ...._--.--...._..._.. .__._..-_--.._._...............................
1 .I ollecOvely renewable I.ickad Antl health(b).......................................................................... ............................. ............................. ........................... .--.---.--._.._-....._.__.. ................-..-.-__._-.- -......_-.----__........-_-_ __..-..--.--.._........._.-_ -.-.-.....__.--.-_-.-....-..- -.__.._.--..-.__.-__-...._ .._
orrcance a accident an a ).._.___..--...-.-.-_.._------------- -....._-
15.3 Guaranteed renewable accident and health(b)......................................................................... ............................. ............................. ............................. -------------.------------- ............................. ------.-----.---_-.......... ..---..-.............----__. -. ...-.._.--......-..__ -.._.---
.---
....---
._-._ ... ....-...--...
y 1 .4 on•renewabe or staled reasonsonly ).---._.._._................___._._---.---.--.-..-___._.............-..--
15.5 Other
accident
only ---._ _--_....__.............._. _..-___-._..-_.._-_ __..-...--.--.._-.-...
1 _-_-5.6 Medicare Title XVlll ei, t from state taxes cr Fees................................. ........................ ........................ ....................... --__....... __..--._..---..-.......... ----------------------------
_-.---.--._.....-_--- ....--.--.-...........-._ ........-.-_.--..--..... -..........-._-......-- .........-_.-..........- .....__.._-------.-----
mP .---.. .. _.- .. ... ... ............................. ............................. ............................. .......................... ....................... ..------......---------. ...-----.....------------ __.__.........--.--....
m 15.7 All other accident and health(b)...._.__...--_----_.__-_--_.-_. ._.-._._..--_.__--_-._-._-.-- .- .-. .. _ .. _
1 8Federal employees health benefits plan prenrium(b)------...-------._....................__..-...__..-..-. ........................--- -'------.-.._............ .....----------------------- ........................_... ........-'--'------..-...... ._.......---..........----. ........---'---.......-..--- -.............-...-.......... ------......_--........
.................
16. Wurkers'corrpensatWn -.........
17.1 Other LJadlity-occur an -------------_.__.....__.._-._._.__..._..-----.--.-_-._-----.__._-----------__.....--..____ _--______....._._.__ .-__----.--.---._..-__._.__. _..._.___..__.-_-.__---. .._..._.__.--._-------_-- ._......_._-.-__.--.-..._.._ ..--._......_--.--.----_.
17.2 Other Liability•claims mad........................_......._--------.-_...--..........................................-_.. .............--............ ----__...................... -------._...-----_-_......... ..........._..._.__ - ... ......--.-.....-__..--....._ ------ .................. ....._._----.........__
------ ----------------------------- --'---.._...-*---------._---- -----
...-.--.-----_.._......--.__
17.3 Excess workers'compensation .._------------------------ ----...--._..___.--._._ _.....--.--..__------._
18. Products liability .--.--___.__-__.__._-___ .................._-_----.. -_._......-_-__-__._._... --_.--._..._.__.-....
19.1 Private passenger auto no-taNt(personal inwry protection)................................._-.._-.--........_ ..._---..--._...___.._ ---._.__..._...._...-._ ___.___-_.-_......_..__.. ------------
------------.---.-....._. .__._......_-____-._.- __..-..__..
19.2 Other private asses_er auto liabili .. ... -- -. ------------- --__. - -__ __......-_.--_._.____.._ __-_..._. - _.-..--. ._ _
P g ty---------------------------------------- _
19.3 Commercial auto no'fsuit ersonal it rotecfion)........................................................... ..............__...... ..--......_.._........... ..__._-_._..-_-.__._-. -..._..-_._..__......._ _.-......_-_._.--.-......_ _-.-..........-......._. ..._-.-.....__.--.-__.. ..-_.....-..---.......-. ___-_.--......_._-..-...
(P Sk+rY P
19 A Other commercial auto liability -----------------___-..._.. _.._-.-_-.......__..-._.._. ....--._-.-.........-.__ _......_-..--.._..--.----__ ---_.---.--...-.-....-.. ....-__-.._--......-..-
-----------------
21.1 Pdvate passenger auto physical damage..
..............................
...
............------------------------------
... -.....-------.........._..-- .-------.--.------._...------ ----------------------------
.._.-..._................_-- ......-------..--.---------- ------._....-*-------.-.---
.. ...__.-.........._.._.-._-... ...._.._.__.---------------
21.2 Comnrntrclal auto physical darnaga--.--._._..-_._............._....._....__--.----.-__...__........__....__.- _.-_..___..............-.-_ .--..-_-.--.-.-._............ _.-.-_._--.__.__---_._____. .--.......___......__...-. -----
_._._.-.._...-.----.__-..._ --.__. .__-_--.--_. . ..--_.._.--___...--_.-.-- ..
22. Airuait(all perils)_............................ _...._..---_._ _--__.-_....__..-----.... --.-.--._-._-.-_. -_.._---...._...._._._
--..___...............................................'--..---- -.._......_.._
23. Fidelity --_-___ --_--_.---_................................ .....__._..._.-_-.-__....
24. Surety -------------------------------------------... .................__.-_.____ ___-.---.---______-.--.-. _._.__-.-------------.------ 3.425
26. Burglary and that------------------------------- .._-._.-___--.--..-......_ ..__...----_..-___.-.-._..
......................
27. Boller and machine ._.... .........---. ......--...........-_-.. ..--...-.....-.._-...... ..__........-...-..-....
28. Cred _
it ..........................................
30. Warrant
... ------..................0 ----------------_-------- ......._ _..........-.. ......' .............. ..........-.. ........... ...-.__....--------------- -.-----..-------------.---
3a. Aggregate write-ins for other tines of business._-_-__.--_._--------------------------_.-..-------------.----------D ............__.____.__..D ..--..-.....__.._.._-.-.-D -___.__._-_.____.......0 ---------------------------D ---------------------------D -_._____.__-_.__-._....0 _-.--......_-_-_-_-.-.-....D _.---..-._.__---_-.---.D _
___..--...__-_..__-.-..➢ _-------------_-......_➢ -__.._.-.....-..-._._..-D
35. TO�iALS a 0 1 0 0 1 0 1 0 1 0 1 0 11 0 0 0 9,425
DETAILS OF WRfTE-INS
3401. ------------------------------------------------------ ---------..----------------------
3402. -.....___-____.----.__.__.............._.........-.--____.._____-_.__.._...._.---.------------
............................................................................................................................._......
3403. .................................................................................................................................................... ......................._.....-.----.......-..-_.-.....
..-_----------------------___..---__..__--.--.-.-.-_.-.____-.._...-..___.__....__._-.-...-__..__.__.-_-._.........._..-.._._. ----------------- ._-_...._.._
3496. Summa of remainin writrins for Une;i4lrom overflow e--_._-_-..--_...............__..-.--..--.D -...........-..._._._..D ..................
-__-._---_.. -.-_.__.__._.-.._.__ .._..-_------------------___._--.__._......------------ __.-._.___-._.-__._.- ___.._.-__.---.--.--..__ -_.....__--._.--.. _ -...__- -------
..._.__-__--.._....
-.--..... .-._.-
ry 0 P�9 - ...............__--.__-_ ............................➢ ....-.-..-.---.--..--..-.-.D ...........................0 ..................D ......-_.._...........-.--.D .........---._-..........-.D D D
........................... ........................... ...........................0
3499. Totals Unes 3401 Dlru 3403 b5 3498 Lina 34 above 0 0 0 0 0 0 0 0 0 O i 0 0
(a)Finance and aervke charges not included in Lines I t035$-------------------------------._.--
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products ...................................... and number of persons insured under indemnity wily products _.._.............._. .............
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com any'i .�IIIII�. .����
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14) p y
NAIC Group Code 1228 BUSINESS IN THE STATE OF District of Columbia
Gross Premiums,Irtclutling 3 4 5 DURING THE YEAR 2013 NAIC Com an Code 29513
Pdicy and Membership Fees, 6 7 6 g
Less Return Premiums and t0 1 t 12
Premiums on Policies not Takart Dividends Paid Direct Defense
1 2 or Credited ro
Line of Business Direct Prenllums Direct Premiums Policyholders Direct Uneametl Direct Losses Paid Direct Losses
Trani Coect ot
Wn11en Earned on Direct Business Premium Reserves (deducfi salve a Dvact Containment DCon�inpst memirect s
enol Cost
Containment Commissions
I Fire.,line,".................__....................._._..........."............. incurred Losses Un aitl erase Paid Ex ansa Incurred Expense and Brokerage Taxes,Licenses
2.1 Allietl""as
.............."......._....._"._""......_.__.._..._._ ........ _
-_.... _ __ U aitl E ernes and Fees
2.2 Multiple pent-up.._...._.._..____.__................................................___..... ----------------------------- "....__ _..___...._._..."_."..._
.. ."
e eraa ........ .....-
flood.................................................... .------------..,._.---- _----.,_..,------.._.
3. Farmovrners mulOple peril"."....._.".__"_. _-.._...__.__....___..._._._. __.._"_..__._..___....._.
omeowrrers multiple peril._....___..._............................ ....._....._...- ............_......._........ ............._...__..._
"--------"_...-_--
.i Comrnerclal multi le ........................................... ..........
P Per man-Ilatelity,Portion).__.._........_.."_"._. - ----------------_------_-.. ......_"......._._.."_. ......."_.._._....... -
-
52
ommercialmultipleperil liabili ___."._"._."._____._.."_. ______ ............."_ .___".._"__...._...
( ty portion)._....._."._..__"_"------"..__,--.._. ..............."__...""__.... .._.__...__"._
6.2
Mortgage guarani ........_._..._......_ - ..__..._...............
................................. .._._...----..._............_ --,."_"_------..._ ,- ... _....."...._.
ceanmanna"_.__-........""...""._..._._. ......_...".._`......._.._. ........._
.............. "__....._
Inland marine...._....._. .._."................."_...__ .."....__......__..---
.-----
.............._._
10. .............................
InanCial U&ani ------------------------------------ ... ....__..
............................. ......
it. Medical professional liabilit .._.._........._."_..."... ...."."..__.._ _..._"._..._"...._"__...... ...-..____._ _._..__................ .."_...__._..".."...."
roup axldem and health(D).___._.._.._.._."__...."_".._._. .............--------------- "__-------------- _..._.__..._." ..._____..__..._"._
14. Credit accident and health(group and IndvWual)........."...__. .__".__.._ ."__"..._ _ .____.....__...._ _."."__.."............. ........ ---------
_. __._"..__."....__._... ____...._........._....
15.1 CollP.ctivety renewable axitlentand 1 f ............................_. _........................ ........"... _..._...""............... _........................
5.2
un-cancelahle accident and heahh h ..."._.__.__...".__.._. .._...._"..__.__...._ __.._.. ---
....._..._._..____
15.3 Guaranteed renewable accident and healih(bl......................................_............__.__"_......__"____....... ...__................._..._ _...................."" ......."........_.......
.._.....".................... ..._....."......
--------------------
.............. "___.. _
t .4 Non-renewable for stated reasons on h ����""-���-�--'��---- """'""""�"""`--'---- __ _ ��--""""
rD 15.5 t tyO....._.._..__ _. ..__..._.._"..___ "..._ ........ ...__.._
her acdtlant oral -.-__."..._".._. _ ..._".".
_...,._..",".___-.-__.-.._ ,.
16.6 Medicare Title XVIII exempt from state taxes or lees........_..""... .... .."....__ _......................
,,,,,,,,,,,, ,,,,_.__.
.r other accident and health b --........._"._.......".".........._.._.._... __._"_.....__._. ._..._
-----------------------------
75.6 Federal employees health benefits Ian Premium b ......._...._......_..."_. ...- .._ .....-
........_..................
6.
Workers.wngrensatlon--------------------------------- ............_............... .__................._._._." "......"..._._._._....."...
.............._,"_."_,"_...
........."...""........".".." .
._....._..."__..__.""...".
7.1 Other.a i -claims rads._. ..... ........... ..._.-- ...._._-_-....
7.2
Cher Liability,claims matle........................................... ........."............ ...
............
..........
7.3
swot ars compensatlen."....".".._._.._.."_..__ "........"_...".--.--_...._. ..."_.._._._. _..."_"..
_ "_.."".. "_. "" ..."..._..._"_._-,...._.". _.._.""_.._.
ro uct5liabilit ----------------------------- ..........................................".........._...."....................."....................._. _ .... _ _ __
19.1 Pdvato passenger auto no-faWl(personal injury profxtlon)._._.. ".. ......_...__......_.. __ ".".__... __.__.._.._"..._._.. ... ".---
_..."
19.2 Other _._... ..._.._... _."_"_."_..___ -.."..._.."._
private Passenger arae liabili _....................."... _...._"..._ _..._._..
ty.. "....... ""..._ "....".. ."_.__..._ ..."._""..
19
onlrnercial aWo rw-fault arsenal injury -...--....__..._........... .._.._..........._..._.... ......._.........._.. ."._....... .......
(P 1 N ....... ......_.........
19.4 Other commercial auto liability ."_.._............................ "..__.._.........""_._...._" .. ..........__....__ ._..._.._........._"." ._..__.._"._..."
.------,._."__".............. .....
21.1 Private passenger auto _____............................. ...........".._".........."_. _...............__.__....._ ___..."_......."".... ""...._....""....
P ut PMsmat damage................... ----------------------------- --- .__."_..-,,._.-,......_. ..... "".....
21.2 Cortxnorclal auto pllysiwl damage..._.._"_....._.... ............................. .............._............_ ..._._......___............. _"............".._.._._.__. .. ._......._............... ....._......"..._..__...
.___,_.__.-----____._.._..,
Aircraft fall perils)_...__........... _...___".._._.___ _
23. Fidelity ..""._... _..........
24. Sure. .. ..._ "....".. ..
26.
Burglary and the/L...".......".............. .. ._".."_.. _...
27. Boller and machine ........................ ............................. ........................".... ......-----
......__.... ...."......._..
28, .._....._".................. .._._"..""._.._"__1.726
redft_........"__..... ..._..... ""_._._ .................
30. War '....-"_._.`...- .__._.__. _.."___....
-, ..
34, Aggregate write-ins for other lines of business..... ."._.._------__._ -------------------- .-.---." __." .._.."..__
35. 'TOTALS a1 .................... - - .._".....__._..._".._ _"_..__..._..._..... .._"__"._._
DETAILS OF WRITE.ItVS 0 g 0 0 ...........................➢ ..........._..D .... ...
3401. 0 ."..".__.......-.._""__..0 _..._..__.....".__...._D
3402. ."....._.._"_.._...
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.._..._..-_-.._.._......__......-.._.............................................................--.........-......-...........-.....-.....................-....-...""'" ..._.__._....--- ---'--'---
3403. .....................................
96. Summary of remaining write-Ins for Una.;i4lrom over6ow page ..
3499. Totals Lines 3401 ihru 3403 us 3496 Una 34 above ........................D ..__....._.................D ..._.......................D ._...._............._.._➢ .".__.._ ........ ..._....._.........".... ._................._
0 ➢ - ..._._....➢
rai Finance and service charges not inducted in ones I to 35 9...........__.............___"_..___ 0 0 -._.".___."."....._ 0 ............_..__....... ".".".__"...._"_....... _"__"....."_...._"_
t)ror health business on indicated lines r n:Number of 0 0
� persons Insured under PPO ntarlagsd cars Products ----------....._. 0 ,
-----�---�----..---- and number of persons insured under indemnity only products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company� ��1'Ii�u� � �� ��l �lll'i �l��"a III�a illl'�
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Florida DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 11 12
Policy and Membership Fees,
Less Return Premiums and Direct Derenee
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 Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Fxpens. and Brokerage Taxes,Licenses
Line of Business W ripen Earned on Direct Business Premium Reserves (deducting salvage) Incurred Losses Unpaid Expense Paid Evans.Incurred Unpaid E epees and Fees
IFire..........................................................----------------------....----------------....._-----....._................. ............__._....._..... _ I
2.1 Allied lines-----------------------------------------------------..._._--------------------------_----------------.......__....... .._.........._......_.__ ..._..._...._._..__........ ..............._...._._._. ..___........_...._...._._. ........_.....
2.2 Multiple peril rx ..............._...
P fl op................................................................................................................... ............................. ............................. ............................. ............................. ...
2.3 Federal flood.._._.......___..........._...__..._..........................................___....._..__.._........._... _........................._. ._...._............._.._..
3. Farm nem multl e -_..._._------------------ ---------------__------.--
ow pl peri....................... .. ....... ...................._......__ ._. .. ...
4, Homeowners multiple peri]..........._..........._. --------------
_._............_..._ ......................__
5.1 Com merclaimuttipleperll(non-IlaU)ityportion).............._-------._...._..-_..._. ----- ----------- ....._.....----...... ..
..._......_..--.-----
5.2 Commercial multiple peril(liability portion)............................................................................... ............................. ............................. ............................. ................._.-.--.---- ............................. ............................. .. _
6. Mortgage guaranty._..............._.__......-..._....-..-......------._..._.._....._----_.._._.-..-.._..---------------- -----------_............... .._..---.._...._------------ ------..._.-....._--------- ......_....__- _
8. Ocean marine......................._.._._.._....._............................._............. ._------...__._---------- ..------....-----------------
9. Inland marine-__.._................................'-'--.------.....------------------------`...... --- ._................._....... ..-._-_...---.------------- ........___................. .........................._.. ...__.-------------
10. Financial guaranty....--.__._.-.._._..........._ ..
11. Medical professional liability............-................................................................................... ............................. ............................. ..............._...-.-_._. ....-----------------.-_.-.-. ........................ ................._.....
12. E.arthquake....-._........................................._..___.._..............__...............----------------------------- ----------------------------- ............................. ......_........_..__ ..._....
13. Group accident and health(6)---------.-------------------.--------------------------------------..........-------------._..- ----------..-----....----. .._.---------------------- .----------.-------------.--- .------------....----------. ---------------------------- ------_.--------......---.. ---------------._..--------- ................__...... .........._.._._...._..
14. Credit accident and health(group and individual)..................................... ........................ ........................ ._-----..._..-------- ........................ ........................ .------_._._....--.._ _.._----*............ ....._...---
--.------
....._---------._.---
.._.._...------
.-_.... ._..---
--.._.--.....---
i
15.1 Collectively renewable accident and health(b)........._.............._...._.__..........._..._------..._._---- __.-_._._..._......_... .._.------....__.-.._._. ...._.._.___....._..... ..-------_.._...---..._..- -.___-__---.--__----_---- ------._---.._.-......._..
15.2 Nan-cancelable accident and health(b).................................................................................... ............................. ............................ ......__................ ....._...._............_
............................. ............................. ............................. ............................. ............................. ............................. ............................. ... .. ... ..
15.3 Guaranteed renewable accident and healm(b)............................_......._.. ...._...._............_.... ............._.............. ....._..___.._._...._.._..... ._._._......._......__..... __.__._......_.........._. ._..._......._.._......... ....._......._.._....._._. _......_......__.._.._..._
15.4 Non-renewable for stated reqs m-ty IN............................_.._...._...._..........._._.._..____.._.._ ______..........._..... ..............__.......... _
15.5 Other accident onl
y............................................................_.................................................. ................_............ ............................ ...................._...._.. ....._...................
T 15.6 Metlicare TitieXVIIIexemptfromstatetaxesoffees...__-----------------------_.__......_...._..-_.--..-_._ --------------------------- ._-----..-.------------_._ ----.--.---------------- ---------.---....---------. _.._---------------------- -----.__----------------
----
------.. ----.------
---
-_---
-----.----.-------.-----
---- _-------------------
-----
-----------
------------
.----..-----
-.. _....._..._............. ..__...___..._......
15.7 All othor accident and hoaith b
r U - - -- _- _._.. ....- -- - - -- -..._............... ._....__.
15.8 Federal employees health benefits plan premium(b)----------------------_-------- .........-------. ..------.................... ...........__---------.._ .-.-.-_.._.-..--------.... -------------------.-...... -.-......................_.. -----
...........----------.-.._. ....._.. ....._.._._....___. ....._....._..._......
16. Workers'compensation..............................................._..._.._----------.------_......_..-..._..--....._.-- .------ .- ------._-----.--------`-- ----.--.-..--------.._.--- ..------------_..._..- ..
17.1 Other UatNliry-occurrence.............................. _ --
17.2 Other Uability-dalmsmade.........'......._........................------------------------- .._------------------------ ----------------------------- ---------------------_---- .........................._. _'----------------------- ------------- --------..__---------- ---------------__.`..__..-
17.3 Excess workers'compensatlon......................_.......-..._-.-....-_................_-------------------------._.._ _.-...-.-------..--.-..--- ..-.---------------......... -----------_------.....__---- ..-._-------------------. __..-.--------------------- ..................---------- ......................... _-------...`----._...
18. Products liability._ ..... .. _........_....- _--------------------- _..............._..... ------._----------_. -----_................ ......................-. .__--------.....----. ........................ ...._.-..---....._.-- ._..........---_-----. -..._...----------..._
19.1 Private passenger auto no-fault(personal injury Pneiec0on)..................................._.._............_ -- ... -
Otherprivate no liability ----------------�---..... .._.__---------- --------------..._.. ------------------- --'--------------- -----------------------------
19.2 -
her pr passenger at ty....................................................................................... ............................. .. .. ........................ ........................ ........................ ........................
9.3 Commercial auto no.fault(personal injury protection)__.-----_...__..._..__._._.__.._........_.._.... ................ ......------
_...------- ........._---
.......-- __......._----------
19.4 Other commercial autoliabiliry....._........................_.._...._..... ........... ._......._.--. -------------------....._ .............._........ ......_..............._
21.1 Private passenger auto physical damage............................._.__............................................. --------------------------- _ --------------- ...........
......................_ ------..---
._._..._.-
21.2 Commercial auto physical da mag.-_...................._-..__.__..._..._..._...__..--.....___..._.._._..._-._ ---------------._..-..------ ............................ .._._._..___-.._._ ..._...__-----_------
22. Airoah(all perils)................................................................................................................... ............................. .......................... ............................. ............................. ............................
23. Fidelity... .... ..___........_......--_........_._......_...._.---..._--------------------- -----------------------------
24.24. SuretY...._.....__........._...._............._..-.-...._..._...__----_._.._....._._--------------._.._......_40.727 -..._._.__.-----.44.460 .............--------------- --------------....29.894 ------_--------_----------. .........__.............._ _--------.-....-.-._------ ---------....._------...._.. ..__..._...-.._..--._....- ------..._...._-----....._ ....................13,481 ------_---------.-_4.810
28. Burglary and theft......................................................................_....._...... ._... ............_............... ._......_..._............. ............................. ............................. .....................-------- _......................_.... ----------------------------- ............................. ........_..............._.. .........._............___. ..............._...........
27. Boller and machinery----------------------------------.------------.__...._.._.._.---------------------.........------------ -------------------------
28. Credit._.........................................................................................._............_....................... ................_....------ .............................
30. WarranlY-'------..-----------------------_-----------.------........................................_..
34. Aggregate wr0e-ins for other Tines of business._........................._....__..._........................._..D .._.__.._..........._...g ................-----------D ...........................0 ..............._...........D ............_...........__D ...__...__.............D __-----------------------D .........D g 0 D
35. 'TOTALS a 40,727 44,46D 0 29,894 0 0 0 0 0 D 13.481 4,810
DETAILS OF WRITE-IDIS
3401. ........................................................................................................................................
3402. _.._._._......_..................._......._..._............................._.--.-----.--......._......---.... .._.........._............... ......................_.............................._....
3403. ...._......._.._--_.- ___........._..__..__._._.._...
3498. Summary ofremaining-------- for Une 3a from overblow page..............................................➢ ...........................0 ...........................0 ...........................➢ ----------------------------0 ...........................0 --------..---..............0 ...........................D ..................... ...........................0
......D ...........................➢ ...........................0
3499. Totals Unes 3401 thru 3403 nus 3498(Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a}
Finance and servke Nlarges not Included in Lines 1 to 35$......................................
(b1 For health business on indicated lines report:Number of persons Insured under PPO managed care products -------------------------------------- and number of persons insured under Indemmity,only products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Mutual Insurance Company Plan M Iany2 1 II�II1 'i
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Geor is DURING THE YEAR 2013 NAIC Com 3anX Code 29513
Gross Premiums,Including 3 4 5 6 7
Policy and Membership Fees, 8 9 10 17 12
Less Return Premiums and
Prernurns on Policies not Taken Dividends Paid Direct Defense
Direr[Defense Direct Delenso and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Direct Premiums Direct Premiums Policyholders Direct Unearned Dsed Losses PAld Direct Losses Direct Containment Containment Expense and Brokerage Taxes,Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deductingsalvage) Incurred Losses unpaid Expense Paid Expense Incurred Unpaid Expenses and Fees
1. Fire........................................................................................................................................ ............................. ............................. ............................. ............................. .... ..............__-......-_....
Afliod
2.2 Muifiple pant crop.--
.---
....---
.............__......_....-.--------_--------------------------------
armowners multiple pen-..........._._.....__._....-._.------.__._....._..._.
4. Homeowners multiple Peril..................................................____...................._.._....................._ ............................. .......--------------------- ............................. ......................._.... ......._............._._... .............................
5.1 Commercial multiple perp(non liability portion) .. ........................... .............._.._.__.._ .._...__....-....-....
...................................-------._.._...----------..._..----I. ...........-__._....-------- --------'--._ ----
5.2 Commercial multiple peril(liability portion ._._.__.__.___ ..-._..................... ------------ --------.._.._...-__.._.._ ___....__-__- _.._....._...------------ .._-
._.._....--..._.__._._-__...-___..__._...............__..._-__------ ..._-_.._..-.__-.-_. .. ..- .-
6. Mor a o guaranty ...... ._..__.._...__-____-___ ......_................__.. ............
g 0 9 Y...................................... ......._......_----------- .-- __..........
........ ............................
10. Fl.mdat guaranty................................... -
17. Medical professional liability --------------_...__-----._. -----._...-_.._...--------- ._.._.---------.-_____...._
13_ G
roup arch ent a ne.0 tb)__.._...--_._....................__- _._........ .-....-.._..__-__.-_....... -._-_.___-___-_.______ .......-___.._...__..._.... _____.-._..--.-._-__-.... _.___._..._-__._..._.. ---------------_-_..__.._ ......-----_-_-_....__-...
_--.--"-....._--...._..._
14. r tl accident old health(group and individual) .---...._......_............
.............................
0 P.LYhVe y renewable accident an .a ..............._......__.._.._.-_..._..._..
------ ------.--._--------'-
1 Guaranteed
a n wa accident and Kean()...___-...__.._.._--._._..__._.__.-_-_......-_.__.............._..._. ..._..__._........_-_.-_._ -----------_--------------.- -........._-.....__-_._._ ...______.............._.- ..._.....__.- _._-...-__......_.-_.-..... ....._.....___.__
............................. ............................. ..
15.3 uaranteed renewable accident and health(b)......................................... ........................ ........................ ........................ ........................ ........................ ........................
15.4 Nonrenewable or statotl reasons only(b) -_..._._-_...............
rd 15.5 Other accident only o......_--..._..._..._....................____ -.----_...__._..__....- ....._..--
..
15.6 Metllcare 71Re XVIII exempt from State taxes or tees........................................................................................ ............._.._-......... .........__---...._......... ..............._............ ......__.._.__........---. _----..._...._..---------.. ._.....__..._...---.__.....- ..._..---........__-....... ........................ -----
...._-...-._-........... ......._._.............. ........................
D 15.7 All other accident and,calth(b) -- ----------- ------------_-..__._..
15.8 Fa rel . In ees health n I n r -_---.--_._............__ ............__._.... ........................ .. _.._.....-.--.___-....._ __........_-_...---___-.__ _ ......-..._...-.._..._-_ ---------.--_------.._ _----.-------...__---- ........-.
emp ybenefits perrnumlb).......................................................
76. orkeB'wrr>pensai un..................___.....__...__...__...-._......_._......_....._.-_. .__...._ ........-_..._.._.-......._ .--...._...._.___-_..-__._. ........._.........__._.... .._-._............__.._..... _..........__._ ._-....._.____.-.._....--__ ...__.--_-_-_......--___-_. .--___...____
17.1 0
a iry oaurrence................._.--_.._.-.....--------------.._...-----'__'--' --.--------.._...-----_ ...__.---------....... ------..._..--.-----`_ ---...__.__........_. _..._--------.--_-._.. .._.....__._....._.._.
er ...-... ... .. --. -.. .. .. _ ..........-
17.2 Cher Liablliry�claims made..............................._._.........._-_.___................-..._._..-................... _....-_...................._ ............_._........._._. ..._....................-... ...._._._..__...__._....... ................_.........__ ....._....-__......._......_
...............----_...._... .....- _._-.._.._.--_...-.._.._
................._-..._.__ .-_.__.._.---.....-_..---
7.3 Excoss woh ens conhponsa[Ion..............._._._.-.._..-.-.._.__._._...._.__...__--_......_._-_._.._.-..-__..__.. _.__-.__......_.........--_. .--_.....__._........-__.. -___....._._--- ..-.-__-__-_._.........__.. _..__.._._.._-___._....__ -------------------------- ._...__-......__-__.....
18. Products liability-.........._......................... ...._.........._.......
.............................................. -_.._. _._.......................... ._........................--' .-------------.-....._--- ............................. --_-. ---- ......-----_.--------
19.1 Private passenger auto no-fault(personal injury protection)__..__..__. __....._................. .............._.-__.
19.2 Otner private passenger auto liability...-_....__.-....-._____._ _..._.__.-_... - . ..-__....__............ ......._.__.._._-_-_.. ...--.__....._.._-.._
79.3 Com±sircial auto n nger d Banal y... rotection ----------......-- -----............... .-----'----'....... ---------------- - ............._..._..._"' ------------------- ........._..----_._..._ -----....-------......___ ..-..-'--""'----. _....---................- ----`--....__...... ........-....---......
.. -.. . . .. .
(P Injury ).._................. .. --- ..
19.4 Other commercial auto liabili ._.._....-----..___----- ..- .__..... -----_..............._... ...........__...._....__._ __.....__.._._..._.--... ___-....-_....._..-_.._ .._-. __-.-
21.7Private passenger auto physical damage
21.2 Commercial auto physical damage._._.__................_-._.....-_. ._---------
._...__..__.
22. Aircraft all perils) .-------__--____ --.-_.-_------_....... ............._...._____ ----------
-.__..__ .------....__.....___ _.__._._..-_...._.--- --.-_------__.___....-_ _.-..-_...-----------_ __.__..._.__.-_.__....._ _.._-_.....____....._ _......--.._-._ .._..___._.__...-.. ....._-_.._--...-.-_
23. Fidelity _-- .__-_........_.__..._.._. ._...._......_..._._.._
-.._ ............................. ............................. ............................. ............................. ............................. .. __ .....
24. BurglY___-ndth_-__...-_.-......_.__..................___-..-___..-.._.__.__.._....._..-......._.-..._.......41,fit6 ___.-------------- ...____.__._._.._..__.__. -.._-._.._._.___.23.394 ..._..-...._.__-__._.._.. --- __.._.....____....26:1700 __..._._.-_.....-.7.980 .-__-_......_...._.13.200 8756 ......._._... _ ..___._..__
..-.-....-.
26,
........__.-12.749 5,599
Burglary and t a t............................................................................................._.._................. ......_..---.----............ .......--------.._._......... ..._..._._.............._.. ....._.-..........__......... ............................. ------.--------------------_ ............................. ------.........._._..........
27. Boiler and machinery..__................................_..--._.._.._.._..._... ...._.......---............- -...
._____._ -_-....-_.-_-.......___- ..___.._-
28. redit......_._-.__._._._..._-.._........................__......_.._._..-_.__.-__..-.._..-.___._....._.__..._.._..........._. ..._.__.......-..-...... ...._..__-___ .._..._............. .....-.... _......_.-...._-......._._..
34. Aggregate write-ins for other lines of business..._...-----------------------------------.............__.__ ..-_.--___. ___.D .-_..-__------ .__0 ..-....._._......._..._.-D _---D -.....-__..__......_.__D _______.._ _..._D ._....__ ..__D .__..._-__..... --__.D �.._..._.._.._...D
..............D ..-......-._.
35. TOTALS a 41,646 40.38D 0 23,394 0 20
DETAILS OF WRITE-INS D00 28.000 7,960 13.200 8.156 12.749 5,599
3401.
-----_.-----------___... ---------- ..._._..
3402. .___.__._..............._...-__._.___......_..___.........__.........
3403. .....................................................
........................____...__....___--..-.__..__...--.-___..._-____.-_....___..._...__-__-._.._...___------- .- ..
3496. Summa of remaining write-ins for Line 34 from overflow ------------------------ ..._----------------
h D page..............................................D ............._.._.-.......D ............_..............D ...........................D ...-.__........_..........D ...........................D ..........___........._....➢ ..-..._....................➢ _................-.-.......D
3499, Totals(lines 3401 thru 3403 us 3498)tLine 34 above 0 0 0 0 0 0 0 g 0
(aj Finance and service charges not included in i I to 35$-.__.._...____.._._.-__...._...-_ 0 0 p
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products ...................................... and number of persons insured under indemnify only products ......._......_ ................ ,
�1111����11�1�11�� 1111��1�8���111111�111111�
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company�
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Hawaii DURING THE YEAR 2013 NAIC Company Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 t0 1t 12
Polley and Membership Fees,
Less Return Premiums and
Direct Defense
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Defense and Cbst
1 2 or Credited to and Cost and Cost Containment Commissions
emiums Direct P
Direct Prremiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes.Licenses
Line of BusinessWritten Earned on Direct Business Premium Reserves (deductingselvage) Incurred Losses Un ala Expense Paid Expense Incurred Unpaid Expenses and Fees
1. Fire,._-._.--...-.._.._.__._._..............._..____..._...._-_..._.-_........._.-_........_._-__------.._...---.._...-----.. .._.-_.-__.._-_...._._._.. -
._....------._.___...____.. ._.......---___..__.__---- ---------
-------------- ...._......_..........___- -.---._.._..__-----.___._- .._..____--.-_.._------- ...___..__.__._...__.
2.1 Allied lines---------._----_.................. ..._.__..........._-_..........___
..-----.._ _ _ ............................. _ _
. -....._.. ......................_.... ........................... ................._....... -
2.2 Multiple e c ..................'.-----------..._..._.---'-__...........-_`._.---.._.................................. ......-'------------ - .. ..
2.3 Federal flood.........----------._............__..__....__....._....._._.._......_._._.._------...._._._..__...._.__........_.... _._..._.._......__._._._. .....__........_..._._.. .._.._. -...............
3. Farmownem multiple peril....................................................................................................... ............................ ..._..------............
4. Homeowners multiple peril._._--------------_.___......._......._.._.._.._.._------_.....__..__..------._..._._..._..._ .._..___......_...__._.... ..........-._.._.._._-_.-.. ......._..-__._...._.._. ._-.----------_.___...._._ ------------:..--------------
5.1 Commercial muhiple perp(nbn-(lability,portion).......__.............__............_.....__................_... ..__.._..._.........._..... .._-.._...._........... ........_.......-._.-._
5.2 Commercial multiple Peril(liability portion)............................................................................... ............................. .................... -----__.............__--- -----------------
..........
6. Mortgage guaranty__._..__._.._.-_.----.._..._._____._..._.................___.__........._.__...___.__.-._.._..__-_ ._..._..._...._...._._..... .....__...._...._.____..... - ._..__------------.__
8. Ocean marine......................................................................................................................... ............................. ............................. ...._............_...... .._...._._....... ........................
9. It land marine___-------------------------------.--'......_-------------------__-------------------------------------- ----------------------------- _.._..._....__...._..... ....._._.....__._._._..
10. Financial guaranty.........................................___....._..._.._........._.__..._.........._.__...._.._..._.._ ---------.................. .._--__._-.--.....____- _-_------..__-_----------- ......_.._._._.......
11, Medical professional liability.................................................................... -._ ..........................._ ....._.............. _......_...........-.
12. Earth uake--_-----_. ... .. .. ..______............ --------.------.....__ ....__------------------------.
13. Group accident and health(b)_________________________________________________________________________________________________ _____________________________ _____________________________ _____________________________ _____________________________ _____________________________ ______________________I...... ............._._._........... _--------------..._..-------- ....................__....... ...._..................... .........__.............
14. Credit accident and health(group and Individual.)---------------------------------.....
.. ... ------------------
15.i Collectively renewable accident and health(b).._...._........__.._---------------_..---................-----...-.-- ......-----.--.__--_._..-- .._._..__._-__-...._..--- ....._--.____.---..._._._. .__._____._..__._._...--- .__..---.--.._.__-_..._.. ...__-_..._..----------- ._.._---.._.------.---..._. __- ....-----.
..__. ... __---_--
....... . ..... .._.---
15.2 Non-cancelable accident and heahh b ._..__.._.....-_-_..._-- --___......._.----------------------..- -----------__....._. ........................
75.3 Guaranteed renewable accident and health(b1----------_------------------------------............................. ............................. ............................. .____..__.._--------------
15.4 Non-renewable for staled reasons only(b).....................................................................I-----..._ .........._................. ..._..------.__._...._. ........................
15.5 Other accident only.............._.___......_.._......__.._.......-._......._...____...._..................-----..----- ..---._.._._..__.---._ ...._.__.........__..._ __..._......._....._... ....._...__.____..
= 15.6 Medicare Title XVIII exempt from state taxes or fees..................._............................................. ----------------------------- ----------------------------- ----------------------------- ----------------------------- ----------------------------- ----------------------------- --------- ............. ----------------------------- -------------------------- ------- _------------------------
15.7 All other accident and heahh b
158 Federal employees health benefits plan premium(b)_.............................__.............-_.._...__._ --_.._.._.-__.____._..... ......_.._..._..__......_.. .___....__......______ .------....___.__..._....---- .__.-___.__.--_.__-_..._.. -_-__....---__-_.---_---_ ------------- _------.._......____
16. Workers'wmpelsatior................................................ ...._.._._............__....._...._. ..---._....._.._...._._..... ..._.__......._............ ___.._.._......_........... .._.__....__._......._..--. ............_....._..- ._..__..__------------
17.1 Other 'lit -oa:urrence.............__...._........_......-_-.--............_..._........._............................_. .....__...._.............. ............................. ............................. ............................. ....................._ .. ..........._..___...._.. ..._._....------------. ....._..._..._.__-----
Ot a aW Y -...... .
17,2 Other Liability-claims made._....._-.-_.....................................__.._......._-__------------ --------- --------------- ------ ------------------------------ ----------------------------- ---------------------------- -------__._.....___
..
17.3 Excess worker,compensation...................................................................................._----....._ ------_------_.._...._._...._ ------_._.._.-- ------------._....---- ........................ ......................-.
18 19.. Pmdmts liabllity-.._-__ .__.................._..._..._.-__..-.____....__...___.---------------._._.-----.._-.- ..--_---__-_---------
1 Private passenger auto no-lault(personal injury protection)...................................................... ............................. ----------------------------- ........................
19.2 Other private passenger auto liability..__....._.._........._............_.__._..........----------------------------- ----------------------------- -------.._....------------. ------.__._....._----
19.3 Commercial
auto no.au It
(persunaf injury protection)--------------------- --------------------_.-_-_
19.a Other commercial auto liability............._...................................._.._...._........................._......_._ ............................. ............................. .._.....................
21.1 Private passenger auto physical damage._.._............................___.__---......--._.._-._..._.._.._..__.. .-.-_.._....__.-_._._-- _-----------.....-...-.._._ -_._...._..._._.__--__-_-- ._..--..--.--.__._..
21.2 Commercial auto physical damage._...__................. ---------.._..___.___-_.-__--.-... ......___...___.--.__..... ......_..._........_.__._._ .___._.._..._....._ ..._.................... _._...-_------_._------ -----------------._....
22. Aircraftami perils) ._ ........................... ........................ ........................ ........................
23. Pldclit .. --...__._.........____ ..___..__._.--_. ------
-_................... ._....
24. Surely..................................................................'---'--'-'--'--................................................... ......I...................... ............................. ............................. ............................. ............................. ............................. .. _....._................. ................5.217
26. Burglary and Ihafl..__...._._.._..............__.._.__._--...-....._..__._.._._.___.__..................._............__ ...__........._....__..... ..................._._._..___ .__.... ._ ._._......_..._ _.....__....__..__._
27. Boller and machine ................._..... ........-_.............. _....__........_.._.__
machinery.............................................................................................................. ............................. ............................. .. -- _
28. Credit..................................._...._.__..__.._.-....._........_..................................._--- ...._..-------- ............................. ............................. ........................
30. Warrant -- ...___.____-..._.- .._._------_------ __-_ ----------_-----_----------
34
..-_---_--_-_----.
34. Aggregate wife for other lines of business......................................................................0 ...........................0 ...........................0 ...........................0 ............................0 ...........................0 ...........................0 ..........................D ...........................D----------------------------➢ ...............0 ....-......._.............D
35. TOTALS a 0 0 0 0 - 0 0 0 0 0 0 0 5.217
DETAILS OF WRITE-INS
3401. ............................-----.-----..............................---........---------........_..---....---............._._......._.---....-----....---.-------._.......---.---.------------............___....._.................................................................................................................. .._..........
.._.__........._._.._..........................................__....__._...._.........................._._........_... _..
3402. -----__-------------------------------------------------.
3403. .......................................................................................................................................................................
.............................................................................................................................
.. i 1 r Lin 'i4 it m v rll ---------
.......................................................................................
3496. Summary of remaining verde-ns a e, o o e ow page.......__.._.__._....._....................D ...............__.._._...D ...................__.__._0 ._........_.._....._..._...D .....__.__....._._.......0 ._......_........._..___._.D __............__......._D ._......_._._._...........D .._______...._.__.._.D ..-__......._..._. ...0
...._ _..._.-.......__..._..0 ....................___..0
3499. Totals Lines 3401 Nru 3403 us 3498(Lina 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a)Finance and service charges not Included in Lines I to 35$-......_.............................
(b1 For health business on indicated lines repon:Numberof persons insured under PPO managed care products -------------------------------------- and number of persons insured under Indemnity only products --------------------------------------
(It�� �It1�II 3N�I�II
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Idaho DURING THE YEAR 2013 NAIC Com an Code 29513
7
Gross Premiums,Including 3 4 5 6 8 9 IO 11 12
Policy and Membership Fees, Direct Defense
Less Return Premiums and
premiums on Policies not Taken Dividends Paid Dkan Defense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containment Corrmissbns
Direct Remi ms Direct Remlums Policyhoitlers Direct Unearned Direct Los= Direct Losses Direct Containment Containment Ex ense and Brokerage Taxes.Licenses
P 9
Line of Business Written. Earned on Direct Business Premium Reserves (deductisalve a Incurred Losses Unpaid E ense Paid Expense Incurred -Un-aid Expenses
and Fees
1. Fire........... .........."--__...___...
____. .....................__.__ ------..__..-....._.__._ _.__.._.......-__....___.
............. ............................. ...................._....... _....------_-------._.._._. ..........-.._._._........._. .. ..._.........__.
2.1 Allied linos_----------------- _................---------...-----................------.... _............._.............. ......--------' - -- -- ....----........_...... _.......................
Ii la Peril crop ..--.. ----------- .._---.._.........- --------------- ----
2.3 Federal flood.................................. .........._.........__ ....................._...-.. .......................
........._..... ....._...........
3. Farmowners multiple per0......_.__........_..._........_ ............................ ............_.............. .....___...._..__..._....... ........__._._......__.....
........................................................... ..............._......-...._.
4. Homeowners multiple peril..................... _ _ _ _------._._..-- ._....._._.......
1 peril(non-liability portion)._.._................................... ...__._.. ............................. ............................. ---- .. . .------.------------ ........................
5.1 Cananerclal multiple pe ( Y P } ............................. ............................. ............._..-.-
ercial multiplePont(liability portion ... _............... .
5.2 Coma p pe N )..__.....___...._..............................................._...._. -__....__.....__......__ ._
6. Mortgage guaranty ...................... ............................. ............................. ............................. ......_........._....... _....._..................
9 Y..........................................................................................
e. Ocean manne---------------------------._............._......_._._....._....__._.........._........
-----' ---------'------.._.-- -'-'-'---------'------- '-'----- ------ ------------------- -------
9. Inland rnanne ._......_...
Fin n ial uaram ---*----------------------- ----------------_.-.._..__.. .............._.__......
professional liability._.___....._ ._ -.-
it. Medical proV .__.___......_._..._... ._...._._.._......_.._..._ _._..._.._.._..____._
12. F.anh uake...............................
G ..........------.-------.................._........_......................................._ _
............................. ............................. -.
13. Group accident and nealllt(b).._...._......_.....---.._..__.__....---._.................... __ ...................
I __......_____.._..__ ........................... _ -.. _.._._______.....__..._ _ -
f 4. Crodit accidom and hoalth(group and Indivdua}... - -
ISJ ColleNvely renewable accident and health(b)............... .................................- ........._.................. .....___.................... .......___..._...._._...... __.._......._._...._.._.. ...................__. .................._....
75.2 Norrcancelabla accident and ()..__.___...._............................___.__ _..____...___.__.....___ ----------..._____...._.._. ......._._.__..........__.. ..____...............__.._. .__._._......._ ..
15.3 Guaranteed renewable accident and health(b)................................ ..._._....-................ .._.__.__..--------....... -------.-----------------.--- .._............_...___. -� ............._..._.._. .
15.4 Nonrenewable for salad reasons only(b).............__ . .._....._._____-____...-......___ __
15.5 011ier accident only ---------- ------ -- __ _ _. _.._.____......__
...
t 5.6 Medicare Title Xvllt exempttrom state taxes of Fees...................... ......---------------.---. ---
p 5.7 All other accident and health(b)._. _ _. --._..._------
15.8 Federal employees health benefits plan premium(b).............._....... .--..-----' -- ... .._ .. .._ ................... ..-......._.__......._ ------...__._.....------- .....
16. Workers'cumpansatiun _ .........................
17.7 Other I.Iabihty-OOCurrcrnce - _ -------
17.2 Other Liability•claims made................ ._............. ............_......_......
17.3 Excess workers compensation ............__..._...._..___._..._- ........................ .........____.._-..._._._ ._
liability __ ..
18. Products a Y............_..................._.........._..... _ .__- _ __...__.....___
' passenger auto no-fault(personal Prolectlon ............................. ............................. ............................. ................... ... .._.........._.... .............._......... ............_...........
19.1 private Pa ng (P N Y }............................................. ............................ .............._.......___.... ..__.._..................._..
19.2 Oilier prorate pas.Wdqaf auto liability.
.____._.. _ _...__.__...._.__... ----------
1 -.--.- ....-.........-
ctiun -------------------�-------- ----------------
19
--- - .......................
9.3 Cbnuneraal alto no-fault(personal in)ury,Prole }........_..._................._......_.........._........._ .............._._._....... .._.........__............ ..
194 Other commercial auto liability.-- ---._..._._..----. - ---------------------- --------------------------- ---------'---------"--- ...-----_........
21.1 Private Passenger auto physical damage ..___._------ .. .. ....-.--_....__......_
21.2 Comirarclal auto physical damage._._._......_..._..... ...................._....... .....--------------------.--- .....__...........
_ _........._...___..................... ..............___......
22. At craft(all erils) _----------_..._..._---......---....__.._.._..___.___._._..._...... - - -- _ .....__-. .....___..._..___.._ -----.-.___..-.--.-.-..._......._
23 ay.................................................................._.................................... _...._.._.._..._....._ __.....___....__.-_._ .
... 26'90
a. Sure ...:- .....__-___----------------- _....._------------"- ...._....._
........__...-----.__.... _.......
26. Burglary and lhefL.__._._........................__.._........._... ....----
chine ..... .................._...-.....
27. Boller and machinery ........................ ..._........._.........
28. Credit....._._ _ .__._..._.............___. _......_____..__
30. Warren ..................................... ............................. ............................. ............................ -
34. Aggregate write-ins for other lines of business._._...__._...._._..........._.......... ..........__........... ........................... ..........._........_......0 ...........................
.................... ........................ g g 0 2.690
35. TOTALS a"
0 0 0 0 0 0 0 0
DETAILS OF WRrtE•INS ........... "
3401. ._.___..._........_....................._.__....._...._..__._..._.____.._____.._...
..__...._..._..................___----------._....--' ....._..._._
3402. -----.----...---------.....-------.---_-.---.------._.._ .....__..._..._....__......_
...................... ...................._...➢ ...........................➢ ............................D ...................D
3403. -._.................................. .......... .____.__..._....__ __.__._..._._._.... ...__.....__..__. _...._..._......_.
3498. Summary of remaining write-Ins for Une 36 from overflow page._.. -----�- --------------- .0 -- --- --
3499. Totals Lines 3401 thru 3403 us 3498 Line 34 above 0 0 0 0 0 0 0 0
(a)Finance and service charges not included In Lines I to 35$-----------------
------...... and number of ersons insured under indemnity nilly products ------------- -..-
(b)For healthbusinesstwness on indicated lines report:Nunlbar of persons insured under PPO managed dare products ._._.._.....___..._.
P
I�a� ��III5III1n�N2l0l�13 4ll�llllu�l0 1ll4llllll0llllll
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LASSES(Statutory Page 14)
NAIC GroupCode 1228 BUSINESS IN THE STATE OF Illinois DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 t0 it 12
Policy and Membership Fees, Direct Defense
Less Return Pre-not alttl Direct Defense Direct Defense Cost----
Prernlurns on PUlcies not Taken Dividends Paid
7 2 or Credited to and Cost and Cost Containment Eps. and
Brokerage
Direct Premiwns Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct and
Containment Expense and&okerage Taxes.Licenses
Line of Business Written Earned
on Direct Business Premium Reserves (tleducd salvage Incurred losses Unpaid Expense Paid Ex erase Incurred Unpaid Expenses
and Fees
2.7 Allied lines_....__....._._._....__-----------------.------........._..__...._...._...__._...._.
2.2 MUltl le P,nl a ._. ......_........_..___..__ .._......................... .. ................._.....__ --------------
2.3
_. _......
2.3 Federal llood..............................................................................................
3. Farmowners multiple per8._...._._....._-------._.._------._----. .._____- .. ....._____.__._....
4. Homeowners mulllpie Peril........................... ....................................................._.__......_....... .............................
rll n n-Ilabili ortion._.....__. -.. __. . --- -----'__._.------._ _------_.._------...__ ...__....._._..._.. ..........................
5.1 Commercial multiple pe (o ry P ) ._.._ ._....................._... ............._..__....._... ......_....._._............ ......._..._..........._.
. ..i .__------------------------- __... ........_...... ------------.............._ _..._.._.._...------._.
5.2 Gomrremlal muhlpie peal(liability portion)............................._...._._...........___._._....._......_..._
6. Morlyag¢guaranty .. ........................
........................._.......... _.._.....
_.
6. Ocean marine_._.......__. _.._..................__......._..___ __. _ ___........._...__ _._....__...___
_.
I II marine..............._............__...................._.................._..........._...... _......._...___...._.. ......__......._-'-'_ __............_......_._ --............_........... .......__......_........__ ............._.._....... _..........._..._.....
0. r land '- -- -. ... -- ... .. .. .. .. - -� --
10. Flwnciai guaranty............__.._.._..._-----------------------------------.__..........._-_._.............._....._........ __.._....._.___....._. .........._._......._._ ___..___..._......_..
11. Medical professional slab --------------------------... ............._.._........._ .__....__._..__...__._._ .__._....._.___....___._. _.....__..__._...... _.............._
............. ............................. ...................._------- ---------....----------.----- .....
12. F.arthquake......................................._....._..._......_._......._..................__............------------.. ...._..------.---------
1
13. Group accident and health(b)__._._....__...idea.._.___.__._...__.._._..._ _
14. Credit accident and health(group and Individual)...._........._.. ......................... _..._....._.....-
........ -- .._....--
15.1 Collectively renewable accident and health(b)....------..................................�
d hearth b ..._...__.._. _._.._....._._".__..._._._ _.............".__ ..._.._......_....._.- ...._.--
15.2 Non-cancelable accident an O.._......__....._._ .__..._.__.._.
n d health b ... .. ........._.. ........................
15.3 Guaranteed renewable accide t an (1....................................._....._.
.............................
15.4 Non-renewable for stated reasons only(b)----..._.-._------.---.............--.----------------------------------
15.5 Other accident only ................."..._.._... _.._............._..__...._. ......__.._............___.. ....._....___......._. .........._............._ .........__............ .._........__.._.......
y....................stat..ta_e...._rfee.._..........._._.............._.._..
I5.6 Medicare Title XVIIIandhe.emptim.(b)st�telaxesorfees._..._._.._.._..--- ------------------ ---------------""' ...----"'-----
I- 15.7 All other accident and hoal[h b ..__.__._-._._._._._--- .__ __._.._...._.............. _ ..._._
s h h benefits len remium(b).................................... ....._....................... _...__.__......_.........--._ _..I._._.._......__.._...... ... .. ..... ...__............_ ---
,5 ............._..........
8 Federal employee.. Balt p P ............................ ............................. ............................. ............ "
16. Workers'wmponsatbn._..___...._._...____.____....._._._.._.._.__._......_.__._....._._..................._
---- -------_._'----- .._.....__._._..__..__
17.1 Other LlalNliry-occurrence._...__.................................................__.............._. I
.......... ............................
17.2 ,her Uablliry,Uaims made........................__......_.. ........_._.------ ................_. ..__...._
17.3 Excess workers conpensatlon....._........................_.._.._...........___....._.._..
____.__...._....._.._. _.._
I6. Products liability.........................._......__.:..;.........................._........__........... ..__.........._.___.......... ............._.__......... ......._................
ersonalm r roteellon) .._._.._. ............._._......
79.7 Private passenger auto no-fault(P N Y P .... ............._........_.._. .._..__............._._...__ ....._..........._.._........
liability.......................................................... .__.._................. . ____..__.._.._...._ _....._.........__......
792 Other private passenger dtrto ab y -- "" -.. . .. . --
... ...
....... ............... .. --- . ---
[9.3 Comelarcial auto rw4ault(personal injury protection)_....._.................... ....................... ------------..__......._.... ..._.._.._................_ .........._.......... ._ ....--------------------- .._........_...........
t liability ..................._...-._.. ."._. _.....___.___...._._.. _...._..._.._....__---_ _...__-----..._.._-- ___.__
19.4 Other pamerclal auto ic.__.__._.e.............._._..._.........__......._...___ - _
27.1 Private passenger auto physical damage....._.......---_.........................._........................._..... -----_......---....------ "--'--......-------...._... ------
21.2 Commercial auto physical damage__......._....__.._ --------------...._-----._
.................------ ---...---"-......---..... ._._---.....----.........
Aircraft
fall perilsl.......................................................................................................... .................. _ ..._.....--------------
22, -
..---.---------_.....".___.._...------_.._......._....._..
._._...._._..._.__.___2.162 _._ .2,153 . .1.521 .........................._ __._____..._...._......_._ .__..._.................... ..__.__........_.__......._ ......._................... ..._.__.........__.._646 ._.........___......
Sure _ __._..._....__
24. 1y----- -.
26. Burglary and theft......................................................................................... ......._...........
27. Bolter and machinery_...._..__.___..__. _ _......_............._.__..._-- _ __ __ __
r i ........................................._...._.._.__....._._...._.._....._._......__...._ _........._....._...._ ----------------- ._._......._.._.--- -_-------._..__._... -------- ._...._......__.... __----------_.--
26. Credit
edt.t. ... .. -- . ... .. .. ................... _. - __ -__
30. Warren ......-----------------------... ............................. ............................ .
.D ....._.._........--------➢ ......................_...D ...........................
34. Aggregate write-ins for ether lines of business --�---�--�-------- "--
-----�----� 0 0 0 0 646
35. TOTALS a 2,152 2153 D 1,521 0 0
DETAILS OF W RIT E-IDIS
3401. ...__.........................-------.------."......._.----------------.---....----.--------_.-------------------
3402. ................................ __.........._.__.......__......_._........._..___......__
3403. _._......_.._..... _ _ .._....
3496. Summary of remainingwrite-Ins for Une 34 from overflow page--.-------...-------------"' g p 0 0 0 0 0
3499. Totals(Lines 3401 mh u 3403 us MAI Llne 34 above 0 0 0 0 0
(a)Finance and service charges not included in Lines 1 V,355
...__... and number of arsons insured under indemnity only products -.-.-.--.---------------------
(b)for health business rnr indicted lines report:Number of persons Insured under PPO maltaged care products ............................ P
pNI II�� ggNN glallgll�[IIIII�[��[I�gllll[gIIIIIIN�
0 1 3 9 1 0 1 5 1 0 0 I
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Indiana DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 11 12
Policy and Membership Fees, Direct Defense
Less Return Premiums aid
PreNums on Pollcles not Taken Dlvldends Paid Direct Defense Direct Defense and Cost
1 .2 or Credited to and Cost and Cost Containment Cof'asions
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Oifect Containment Containment Expense and Brokerage Taxes,Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deductingsavage)a Incurred Losses unpaid Expense Paid Expense Incurred Unpaid Expenses
and Fees
w .....___ --_....----- .......-----_..------- ....._....-_._._-.__._.._..-.._.._....._-_.-_.-..--_._._-.__.-_._-_....-..._..-...._.._ .__............---......_.. _-.-.._.._.....----....-.-..-..-__.... _....._......._...........__.-____.....____._._............
... _......._._..............................._...__-_..-..-..-......._ ...._
_...-....__-_._-.._.-....._-._._._._.._-..-..-._-._.-.-_....-............-...-
._.
_
._......._._-..'..-..-..-_--.-----fFIre.__...--_............................... .................
............. . .21 Allied . .............. -
2.2 Multiple peal rxop......_........------.. . ..__.__..__....... ___...__.._ . ._...._.___.---- ...........2.3 Federal flood................__._.............. ......................_........
3Frmonersmultiple peril - _ _ ..... .---- - ------'- -- -'------_.._..._.
meowners multiple eril.........._..._ - . .-- " __.---------------
Commercial muKle peril non-liabli portion) - ......_'.-.- --
5.2 Commercial maitile Peril liability Portion)- ----------------- _--------'---- -------- ---------" _------- -----
--- ..-..
_-
li
-- -
8. Ocean marine 9. --------"------------ -------------__.
Iland marine_......_..........__...................... ---.._......_.._._._..---- .__- __- _. .. ..........._........_.
10. Flnanaal guaranty.......................... .............. ............................. .......... .........._............._
professional liability. ..._......__..._._.._.."". ..............._..__..._. .. �------...._..__ ------_.._.__...----. __------_.__..._.__
11. Medwai profess y."._....._._._._..... _.._.._....._......__._. _.-- _. ..
.__..__.........__._"... .. _._ _. _.. ................._.
12. F.anh9uake.........."..................................................... ...........__.............. ........
he ih b--------------_-__.....___. ............................. .............__...._......_ ..
13. Group aaltlent arc ai ()
health rou and individual..._.__.._ ......................_._._ __.__...._._.._____._.._ __._......_._...._.__...._. -----------__._.._...------
14. Croda aceldorrt and oa (g p )
n n health b................._........_._................ ........ ...._.__._....._.._...----
15.1 COI1P.dwely rP.riewable accident and () ............................ ..................... ..
trident and hean b).__.._..........__..__. _------._....__....._.._. ............. -.---...._.------._......_. -------_....._..._."._." --------__.._......--- _.___._....__------_
15.2 Noncancelable
a h(• .....__ -
I accident and health b)--._......_.................... .......... .._.__ "" ...........__.........
15.3 Guaranteed renewab o ac ( ...._.................._..........__... ................_..._....... ..__._..........._. ............._.__....__..__. ..
ns on ,b .....
15.4 Non-renewablefor stated reaso N1)---------------------------- �" �� ���
-i n only -----------__._....._.... -__ __.....___.._......__-__. ..............._..__-____. ._..............."......._.
15.5 Medicacade t II exempt
x.._.............. --------- --�--.._........._.---
Medicare line XVIII axe itrom state taxes or less................................_.. ............ .......__........... ....._...__......._._...... ---._.._..........__.---- ....__..._....---_....._ _.._..__....._.......___. ... ... .. ..............
L 15.6 tl
other accident and health(b) --- ------------ -- -----------------"
z 15.r All ( _._.........._...._......_......._.._._._......_._......_.........__.. _ _
�h atthbell fits Ian rerrium(b)......_......._........"'.............................._ .....- . . _....._...._._........_ ........_......_........_.... ._"-"-".........__......_. ___.. ................._.. _............._._.......
15.8 Federal employee, e p P
16. Workers wmpe .....__.._.. _ _ .........." __ ...._.__
.. .._.__.._._._..-
__.._.____..._....... ... 5
17.1 Other Uad6ry-occurrence......_"._.__.__._._. ........._.. ... .._......._..... ..___...__. .._ ... ..._..._....
"_._.__..._.__._......._.............
. .. Claims made..._................... ......._...2,035,402 ..........._1.405.206 __........................_ ............_..1,020.215 ....._........2.167.167 ..........._...4.648,213 ..............5.240.194 __....__.......918,863 ......_.__......i67,435 _.............2.433,181 _ .....304, I6 ._ .._93.911
17.2 Other Liability,da ............._........._............._......... _ _
i n...-__-.._._._......_..................................... .............._.._.---- '---
_..._.__.._......----- ._.._......_.-----._.' ----__.-----......_--. ......__.....---`- _-_...""..._....._..-
17.3 Excess woikers'compensato .. ... .. _. .. ... .. ... .. ..__............. __
liability ...___._.. '................_..._.... ... .. ------------------.._...
18. Products a Y.......................................................... ........._...._. ....... .............___........
.1 Plivat¢ assn er auto no-fault ersonal injury protection ............. ._.........................- ---------------------------- -........_....---- .. ... .. . ............._------. ......_.................
19 passengers..
(P NY ).................................._.................. ........._......
. n rauto liability -----------------------_._. ------....._._......__.."" -- .._.._........__ ._..._................. ........-----------19.2 Other private pantie Oe ty......_...._...._........___...__._. ............................. ...........__..__.__........ _
ult(personal into rotection)...................'--"" ------------------------ ------ ...................-__.... ........ _......_........... ...............------.._
10.3 Commercial auto
ro fa (p injury P
19.6 Other commercial auto liability_..__....ge......................_.___....._...._........---------_..----..__.-----'
erauto sicaldarna e..........._ ..__..._..____._.."_... .. - ----------------------
21.1 Pnvate passenger ptry g ..................._...._.........___...._.__..__.__._..__..__.
............_... .. -
2t.2 Comfnordal auto pllyslcal damage.............._........_ ..._.._.__- .. ..
all arils .._....._....__.....__.._".-" ... .............._.."_-___..... _._.............._._... .._......._..___
22. Aecra6( .. )..........._._....._._......_.... ...___
Fid
23. Suety-................................................................_......-_---.-----.._....--------......._..----------- - 7 7 ... .68
--..3.168 ---------------------3,091 ............................. ..........-----....2,868 ...._........................ -----....................... ----..........._.......... .----..............._....... ...------......------'-- ..._..----._.........---- ...
26. Burglary
-..._..thef--_..-----...------`......-----------------------""-----'--------- ...._-------- _ _
26. Burglary a _............... "..
Bollern machine ........_. ............................. .--.._......---....... ._._..........--........... .._............----........ .........---............ ...._......------------.--'-' --------------'............. ......------------------
28.
-- ........ -..._........._........ ......._.---- _._......_......_..
27. Bo era d N-........._...._._.._. ...._......_... .. ...
28. Credit-------_------_........_._ .............___._ ......_.__...__...
_.
30. Warranty.......ita-...sfor...ther.............bustines.......................... ............_
34. Aggregate wtAe•Ins for other lines of business............................... --------__..............D ................. ........................
35. TOTALS a 2,036,570 2,408,297 0 1,023,083 2 167,187 4848 213 5.240,194 918.883 787,435 2,433.181 305,303 43,979 i
DETAILS OF WRITE-INS
3401. ..___.____.___...._...._........._._....._.__._........___._......._....__.__....__.......___........_..___.._._._._...__._................_...__..___...._...__.__........_.._._.....__...._........___._._....__._........._.__.____......................._...............................___._.
3402. ................................._......................_......._....._.._......_........_......__..._........__...........-----
........._-____..---
.__ ..........----------
.......---
34
._. ..___.._..--_-_.___...
......._............................................_..........__........._.............__............._........._..._........
...........................................................................................................................................................................................................................................................................................................D ........---------_.....................
3403. ...__..........._..._..._.__._.---------------------------------------------...................................._...__....._._ _ _.___...__._-------
"_.__.___.....__. __._.............._. ......_._.__.... .__..........__.._
3498. Sunanary of remaining write-Ins for Une 3d from overflow pa9e.......__...._..."" .._.D .._.D _._D ..._.__._____.___.__._00 ._...._._.._............_➢0 .__._.............__.__.0 __..___.._____.__.__.00 ._ _.._.DO ._ ..._D0 .. __00 ... ._...➢0 ._. ...
..................._. ..._.___-__-___._..._.._
3499. Totals furies
3401 th 3403 us 34913 Line 34 above 0 0 0
(a'/Flmnce and service charges not induced in Lines 1 to$5$------------_-------------38
(b)For health business on indicated lines report;Number of per
Insured under PPO managed care Products ..... and number of persons insured under indemnity oily Products --------------------------------------
013 a 110
Z , , 1 , 2 1 3 4 4 1 1 0 s
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Iowa DURING THE YEAR 2013 NAIC Company Code 29513
Gross Premiums,Including 3 4 5 6 7 a 9 10 If 12
Policy and Membership Fees,
Less Return Premiums mid Direct Defense
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Defense arkICost
1 2 or Credited to and Cost and Coal Containment Commissions
Direct Premiums Direct Premiums Policyholders Direct Unarmed Direct Losses Paid Direct Losses Direct Containment Containment Expense antl Brokerage Taxes,Licenses
Line of Business Written Earned on Direct Business Premlum Reserves (deducts salve a) Incurred Losses npaid Expense Paid Expense IncurredUn aid E mass and Fees
ee------------------
_____-----------.__ _._...__._._....
__._ ...___._.__............ ---------.............__----
2.1 Allied iines.................._..................._..............................................................---.-----.------....... ........_................._ ............................. ..............................
2.2 Multiple peril crop -----------------...................__..._....___._.............------------...._.-_._._------...._._...._... .............._..........._ ....__..____......_._ .._.__........__....._
.. ................_._......... ...._....__..._............. ........._...._............. _........_._._.__.._...--- ...__._.._.........".__... .._._.........._........... ------_------..._---.--..__ ....._............._------. _. .
2.3 Federal flood...__.._._....._...................._..__......_._.__._....-....._---------------_...._..._..__.__._........ __...__._..__........._ ..__._.__.._...__._.... ................__.._......
.._.____._..._._..__.___. __...........................................
_._.............._... ._...__.._.....__._..._. ......_._.__.........._._._ ._._..._................... ..............._....__.._ ..._.._._..._........._--- .._..____._...__.........
3. Farmowners multiple peril....................................................................................................... ............................. ............................. ............................. ............................. ............................. ------------...._.------_
4. Homeowners multiple peril..............__.-___._._______.__........._..._._.__._...___.__._......_...._.__...... ..........___.__._.__._. .._.__._.._._........... .._._..........._......
5.1 Commerclal multiple peal(non-Ilablity portion)........................................................................ ------..._ .....__._................... ..................._.._--.... .._.....__............_..._. __......._.__................ ._.__.__..__.._..____...... _................_._._ --....._....._..........._
5.2 Commercial multiple peril(liability,portion)...__..-._._..___........._.._..__....._------------------------_.._--- ............._......._._..._. ....._...-----------------
6. Mortgage guaranty.................................................... _..__._................._... .._......._.._..._._..__..__ .._....._........_._._._.. .._........___...._._.--. ...._.............__._- __.._.........-_........ ____._..._..............
8 Ocean marine............._.........._.............._...._...._._..........._...._...................__._................_.... .............-............... ................-....._-._. -_..__.......__..._...... ........ ......................-. ........................ .._............_.....` _-.--..................
9. blond marine--------------------------............---------------------------.._._...__--------- ------------------ --------------- _.....-------- ----'-'--------------
10. Financial guaranty.................................................................................................................. ............................. ....---.-------------._.__ ----_----------------------- _.._.._...---.----------
it. Medical professional liability---------------------...__-..__.._..__.__............._._..._.............__._____........-- .____......_._...._.----- .. .-
........ ...-_
_.... ._.- ------------------
.___ _
___..._... _
......--------*"......... ....._..._._.... _.... _..___..................
12. Earthquake .................._._._..........__...___.__... .._........_...._._------- -------------------------- ..........__......_._..._....... .._._.___-----------
13. Group accident and health(b).............................._._......_.............................._.._...._....._.--------- ............................. ...--------..._......._.--- ......_..................... ------------------_-------- ---------...._---'---_------ ............................. ............................. ......................._.... _.._------............. ...._...__._...........
14. Credit accidentand health(group and Individual)--------------------------_
_ ._......__ _._ --------- ....... .__... ._ ------------------------------
__..
. -- -
_...-. _......_._ __.._.....___..._...._
15.1 Collectively renewable accident and health(b)--------.....__._---..__.---------------.............._.._......_.. ............................. ..._....------.------..__.- ---------------------------- .................__..._..... __------- -.._..._._ _._.._.__.._..._._._... -----.-------------....._.._ . ..---------.--------.. ------.---.---------------- ------.---._.------------
15.2 Non-cancelable accident and beatth(b)............................---------------------..................------------------ ..._........................ ............................. .___.__..___...__._.__..... ..............._............ ............................_ ---------------.------------ ...._.-------------.--------- ..----------....---------.-- ............................. .........-----------..----- ---._..------__--------
15.3 Guaranteed renewable accident and healfh(bl. _.._.-------------------- -----.------__---._.---.-- __.._---------------..._ __------------------------- .____..._._._._._..._... ----------------------.._._ ------.--------------------.. ......------.---....-------- -------.---....------._..--- .........-------------.___. ----------.------_.__ ---_._...------__.____
15.4 Nonenewable for re • ............._..................._.__....._................................... _.._............._........... ............................. -----------------__.-------- -------.-----.------------ ............................. ................._...._..... .............._............. ............................. .....---.._..-----.----- .........................
rreasons only tb)
15.5 Other accident only ._.._.__.._.._.._.._..............._._..._.____._......._...._.._..._.._...----. _.__.----------.__..-----.-- ..._.---.---------.---------- ----------------------------- -----------------.----- ---_.-------------------- ----............---...._... -------.__..-----.------ ..__.._..-------...---
15.6 Medicare Title XVIII exempt from state taxes or fees--------------_..................__.._.........__..__._....... ._.......................... -------------------------.. .___.._..................... ----------------------------- ------._.__.._...__..._._ _._..............__...... ....._..................... ........__._...._.__.._ _._....------...._.----- .._____._._...._.._
A75.7 All other accident and health(b).............................................................................................. .....---.----------.------ ............................. ....__-___....------------ ............................. ....................._...... ----------------------------- ---------.._.---. ------ ......__..__.---.-------- ----.-.-------.------------- ...........-----.-----...
75.8 Federal employees health benefits plan premium(b)------..._._..__.__._...._.._.._.._._.....__._....___. ............__.._.._.-.._ .....____._......_._..-- ._...__.__....__---------- ----------------------------- .____.__._.-----.._...___ _________..___._._.. ._._.__.._-----..___._ ..__.._.....__._._.._.-- _........._..__........_ -._.....___-___._
16. Workers'cumpelsatiun.......................................................................................................... ............................. ............................. ............................. ............................. ............................. ............................. ............................. ............................ ............................. ............................. ..........................
17.1Other Uabi ity-amurrence..__..------_ __...._--------------_.._.._.......__...... __.........._._.___...__ ......____-----......_.--- ....__._._------.._...._. .._.___.__._.___.---....---- ....__.__.._._........._. ---------------------------- ___.__....---...._.____ ..__------._---._.---.._ -----_.._..._.._.._.__.__ .---._...------------.---
17.2 Other Liability-claims made....................._.._..._._..__..__..............._.__..........__.__..__._.._........._ ___........._.............._ ..._..._...............__..._ ................__.__.....__. .__.___.__.___.__........__.. __.__.._.........__._._.._.. ..._..._...............__._ ._._...__........__._... -------------------------------
1 .._........._..___....
7.3 Excess workers'compensation................................................................................................ ............................. ............................. ............................. ............................. ............................. ............................. ............................. ............................. ............................. ........ ...... .... ..........................
18. Products liability-._------------------------_...._.-------------------------------------------------------------------------- ..............._.....-...._ _._..__...._..._.._..._
19.1 Private passenger auto no-fault(personal injury protection).........._._....................................... ............................. ............................. ........._.__....._..._---- .............................
............................. _........................ -------------.-----.--
,9.2 Other private passenger auto liability....__.._....._.._.......-----------------...._._.__.------....._ . ............... ._.__....................... ..............._.._..._..... _------------_---------- _...__.._......__... .........._..............
3
Conm+emial auto fro-fault(personal injury protection)..--------------------------------_.......................... ............................. ...._....._._._._._..._. ..._._._..__._..__..__._.. -----.--- .._........._._._..... i
19.4 Other commercial auto liability................................................................................................ ............................. ......................_..._ ............................. _....................... ....._-----...._..._..---
21.1 Private passenger auto physical damage---------------------------------------------------------------------------... _......................_ ----------------------_----- ............................. I........................... ___._._.__.__.._ -----------------------------
....................... ..............- .._...------..-- ....................._...... .......................... ..............._............ ..
21.2 Commercial auto physical damage................_.._. -
22. Aircraft fall perils)..._._--------------_._..................__.__......._.__----------------------_.._....._..._....__..--- ............................. ----.----------....---------- .---.._.-----....._.------- ............................. ----------------------.__.- -----.._._.------------.. --------....---------._... -----....---------...----- .........---._.------------- ----------.-----.---..--- ------'-..._.._...----------
23. 1`160ty................................................._.._..._......._........_.__..._------------....__..__.._._....-----...__- -._.........------._......_ ............................. .----------....-----------. _.---.---------.------.---- --------------------------.- -----._------------------_ ......------.-------------- ..---------------
24. Surely_------...._------..._.. ................................._----------------......_.._.._.._.......3.314 .....................3.906 ----------------------------- ..._...._..............984 ............................. ........_................... ......._.._..._..._.._... ................_........... ------------.._.._------.._ ----------------------------- ........................994 ........_............1,622
26. Burglary and theft..__--------------------------_._..___....._...._.__..__.....__.._.__._._.___..._.__.._.._......__.------._ ....---._............. ----------------------------- ---------------------------- ....._------_..........__
27. Boller and machinery................................................---------------------------------...-------------...._....... ....................-_..... -------....-------------- .------.-------------------- ..........
28. Credit--- ........................._................................._.___._.. ----------------------------- ............................. .-....------...._..._......_. ..._....................
30. Warranry-----.------------------------------------------------..____.........------------------------_.----------------......---- .......----.-------.......-- ._.___................... ------------------------------ ----------------------------- ---------- ------------------__.._ ..._.__._----------
34. Aggregate write-Ins for other lines of business......................................................................D ...........................0 ............................0 ..._.._.__.._..............D ...........................0 ...........................0 ._....--_.._..._.___.__.._.0 ...........................D ...........................D ....D ...D .....0
35. TOTALS a 3,314 3 906 0 984 0 0 0 0 0 0 994 1,622
DETAILS OF WRITE-IMS
3401. --------------------------................................................_-........................_.......................................---------------------------------------------.-......._..._..._..........................................._..........
3402. _-------------.-----------------------_------------------------------.........._._._...__...------------_-----------------------------.----...-.----..---...._...---
3403. _ _ _....._......_.__.._.-------------
3403
..____......... .....................
3496. Surunary of remaining write-ins for Une 34 from overflow page.._...............___.___.............._.D .............._.__.....D ._.._.._._......_.....0 .._.._._._...__.____.._0 ..............__..._._._.0 ._..__..__.................0 ._.------.___._....____0 ..............__.._..._D ...-._..0 ...0 .........0
3499. Totals Lines 3401 Nru 3403 us 3498 Line 34 above 0 0 0 0 0 0 0 0 0 D 0 0 -
(a)Finance and service charges not Included in Lines 1 to 35 S ..................._.___-----...._
(b)Far health business on indicated lines report:Number of persons insured under PPO managed care products ----------------- and number of persons insured under indemnity only products ......__
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Coml �li�NIIII1R1'aII�IIf3IIIN0l�ll'7'IIIIIIIIi�IIII��
P y
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Kansas DURING THE YEAR 2013 NAIC Company Code 29513
Gross Prennums,incluoing 3 4 5 6 7 8 9 10 11 12
Policy and Membership Fees,
Less Return Premium.and
Direct Defense
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Defense and Cost
1 2 or Credited to and Cos' and Cost Containment Commissions
Direct Premum Direct Premiurns Policyholders Direct Unearned Direct Losses Paid Direct Losses Oirect Containment Containment Expense and Brokerage Taxes,Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deduce salvage) Incurred Losses Unpaid Expense Paid Expense Incurred Unpaid Expenses and Fees
1. ue---......................__..._ ......_....._......_.._.... ._.__......___._...__.
.........................._. .....__.__._........._----- _.....__._.....____-- ---------------------------- _------__..._..__.___. _.._._._.___._.-.__- _.-----------2.7 Allied lines--------------------------- ._..._..._. .._..____.__._._......
.................................................--........_...... .._.......................... ................._......_-___ ............................. ---
.---
.------
.------
.------
. ---
----...................._ ....._..........._._._.._._.. ..............._............. ................_............ ............................. ........._...................
2.2 Multiple
Peril Crop..........._................................_......_................._......_
2.3 Federal flood-------------------------------------......_._.........__...._
3. Farmowners multiple peril......................._............................_................._......._...................... ............................. ..._.._...
4. Homeowners multiple peril ...__._.___.--__...__..._------------------ -------------------- ------------------------ ....._
5.1 Cemr'lerolal multiple peril(nOnllebility,portion)..............................................................__._._
5.2 Cormemial rrmtiple peril(liability portion)....................................
6 Mortgage uarent ...__._.._ ._---- ...._.__..............._. _._........._.._...__------ _..........__-----..........
8. Ocean hrine.............................._._.._.......-_-._._......_.------------------------._..---------------------------- ..._....---------.-----. ..........................._
9. Inland marine_._.__........_.........................____._....._._....____.._...__._.____....._...._..._.__.__. ----------------------------- .........._........_._. ------____._.-.-------._...
10. Financial guaranty.----------------------------------------------------------------------------------------------------------------- .........................- ----------------------------- ............................. -------------------------- --------------------------- ----------------------- .........-------------- ............................. --
11. Medical professional liability....................._............................................... .......... --_
13. Group accident and health(b)-------------------- ..._..--------------------- ..........................._. ..__......_._._....._.--- .........._._..........._.._. .__.._----------.----.._._._- __..._....................... ...._..-----.--------------- ----------._._.__._._._--- .................._.......... ............._.._..._........
14. Credit accident and health(group and Individual).- ................._........._.------
..-----
....._. ..---
....------
._.._.__... _............_
15.1 Collectively renewable accident and health(b)._......_.............................._....
15.2 Non-cancelable accident and health(b)......................_............................................................ ............................. .....................-.....__ ............................. ............................. ............-................
15.3 Guaranteed renewable accident and health(bi............._........-__.----------------------.----------------------- ----------------------------- _._..-------------.------ ----------------------------- -_-----------------.------- ----------------........---- ---.-_...__..------------ _.-----_.---_--------- _.____......_.__-__---- __..._..__...__._._._.._. ..__..._------
1 _-._.._.... .._.__.__...._.._..._
5.4 Nonrenewable for stated reasons only(b).._...._..._...................._....-----.-- ........ ........................ _............._......_.. ......_.._..__..._-....
15.5 Other accident only..__._...._.....___. ..................._........ - ....................... _._.__...._._.._._
� 15.6 Medicare Title XVii'exempt from state taxes or tees__.............................-,.,:,...__.._.....__._._---- .............._....._........ ........._....._.._.__.._ .__..__.__.....___....___. __--_.-...._-__.-.-_. _..._------.._..._____-- _.._...._------._..____._ ------------..._._..__._..-. ......._.___._......._----- .....__._---------------- _...._..__......____ -----------------------------
Cl)
_------.._...-------....
In 15.7 All other accident and heath(b).............................................................................. ............. ------__._....---------- ------------............
15.8 Federal employees health benefits Plan premium(b)._......_..._..._..__..._.._.-----..........____._._ ------__------_._-----___- ._..__........._._.___ ..__....__._....__...._._. .._.._._.._.-_._.___. ___._.._......._._....._ ...___.__-__..._..._.. ------------------------_. -_-..._._....._------_--- _._......._..------.....__- ......_.._..._......._._ ...._..._....._....._
16. Wurkers'cornpensation ............. .....................I....... .............................
17.1 Other Liability-oa:urrence_.---------------------------------------------------------------------................._...._..._. ----------------------------- ---------------............. ----------------------------- --------------------__---- _..._.. _...._.--. .._..._....._
17.2 Other Liability-daims made ........---
..---
..._---
.2.867.433 ........._...1,880,299 -----------_1313,712 ------------------613.021 _.___..__._..1552.445)--.---.--___2,893,W- ..._..___.__._....805.054 __._.......- .._.._...._._1,583,877 __..............171,146 -------------D3.356
17.3 Excess workismcompensation................................................................................................ .........------....--.._...- ............................ ----------.-------.------- ............................. ............................ ............................ ----------------....--------- ----- .. ............................. ........................ ------------
Ie. Products liability-----------------------..........---------------..._-------------------------------------------------------------- .._.---------.............. ------_.._.._..._.._ .._......_.._
19.1 Private passenger auto no-fault(personal injury Protection)_....................................................
19.2 Other private assenger alto liability........................................._.......__...------------------...._-------- ................._......--- ..__------..._..-------.-.. ...__..._. ._..._._----------------- .............................
..._-.................. ................_.......
19.3 Commercial auto-fault(personal injury protection)---------------------------------- ----------------------------- .....---_.._.._...------ ._ _. .._..._.............._.
19.4 Other commercial auto liability................................................................................................ ............................. ............................. ............................. ............................. --------------------..... ........................ -- -
21.1 Private passenger auto physical damage..__........_._................_..........._------------..__------___---- ...._._...._.._.._......_. ----------------------------- ..__.._.._........._.._... ...................._.___... ....._.._........._._.__. .._......__......._.___._. .._.___._......_...... .__.._........._.._.._.... ...... ....__....._........._.._
21.2 Commercial auto physical damage......_..._................_._......_.........................._.................... ----------------------------- .._........................- ___._.....----........ ........_........._.....
22. Aircraft all perils) .------_-------------------- ...................-_.........._._----------- .._...-------.._---------
23. Fidelity----------------------------_--------_--------------------------------------------------------------
24. Surely............................................................................................................................3689 .....................3,689 ..-------`---`-'-1,871
26- Burglary and theft_.._............._.___............._._.._.__............._._........._..._....----------------------------I- .._.__-_.. ......... .....----------------------.- ........_......__.......-
machine ------ .
..__....__........... ................_.._......
27. Boller and
28. Credit........................................................................................................ ..... ........_................... ._..........._..._.---- .. ...__......._....
30.
Warranty------_--------------------------------------------------------------------------------------------_--------------------- .. _..-----------------. ----------------------------- ----------------------- .._...---------------
34. Aggregate write�lns for other lines of business......................................................................D ....._....................D ...........................D ...........................0 ...........................D ...........................0 .............._...._.._.._.0 ...........................D _.._.......................D ...........................0 .._........................➢ ........_..._..............D
35. To LS
a 2,871 122 2,883 9880 1,315,583 613.021 (552 445) 2.893.007 805,051 522 873 1.583.877 171,048 60 434
DETAILS OF WRITE-INS
3401, .............................................................................................................................................. j
3402. ........................__......_...................___._..._.........__......
3403. _ _ -----------------
3403.
_ ......_..___._..__.._.....___._._.___._.__....._..___..__..._.
.------_. ...............__._..........._._............_................_..._..__....._......------- ..........................._..................._.._...........__._............._........_.
3498. Summary of remaining mite-Ins far Line 341rom overflow page_..____..__........_............_.......D ................._...__..D ---------------------------0 ....................__._0 ._.....___._._._._._._.D --------------------._-....0 ---------------..........D ---------------------------D _......._.........__._...D _..---------------------D ....._...............__..0 ......._.__-._...._..D
3499. Totals Lines 3401 thru 3403 us 3498 Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a)Finance and service charges not Inc6Med in Lines I to 35$............................57.242
(b)For health business on indicated lines report:Numbor of permits insured under PPO managed care products ----------------------------- and number of persons insured under indemnity only products ----------------------------
,
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company�
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Kentucky DURING THE YEAR 2013 NAIC Company Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 11 12
Policy and Membership Fees,
Less Return Premiums mid Direct Defense
Premiums on Policies non Taken Dividends Paid Direct Defense Direct Defense and Cost
1 2 or Credited to and Coet and Cost Containment Commissions
Direct Premiums Direct PrelntoM. Policyholders Direct unearned Direct Losses Paid Direct Losses Direct ContaiC". Containment Expense and Brokerage Taxes.,Licenses
Line of Business W ritlen Eamed on Direct Business Premium Reserves (deducting salvage) Incurred Losses Unpaid ense Paid Ex ense Incurred Urt aid Ex ensee and Fees
i. Fire ._.......__.
All
2.1 Multi lines_._........._._.._......___...._.............._............._.._........._..._.__ ....._...._.._........_.... ...._..__.._............_. ..
2.2 Multiple peril crop................................................... .
2.3 Federal flood.._........peril......__.._.._..___._._._.._. _..__............_........ ....._"__..........._.... ....._._.._.___..___..._ ...._.__...._____._...... ..._..._. _......__....._..__...... __._....__._...__."__... ..._...__---------.......
.............................
omFamown st multia peril....................................................................... ........................ ........................ ........................ _.
4. Homeowners mu tipl9 Peril.._.............._..__.._....__.._._..................._...._.__.._..........._....____._.... ..._.._................_.___ _.__......_._...._......__ _......._._.__.__....___- ..._._-.___------__--- ------.__."_"_......._.._"
5.1 Commercial multiple peril(non-Ilability portion)............. ------------------
5.2 Commercial multiple
it liabili portion) .... - ......._ ........_..._....__._...... ..............._....... __.........__..........
PPor ( ty Po 1............................._. ....... ..............._._........... ......._.....___............. _............_..__........... ...
6. Mortgage guaranty- ...... ................... ............................. ...___....__.__."...._
8. Ocean marine......................_ � -."__.._............"_.._.... ........._..._......__.._ ........._
9. Inland marine.........._........`..._..`..-----------------------------------------------------------.._.........`.._......_.... _........................_ ............-_-.......... .............._..---------- ._....._......_........._... ----------------_.`...... ......_. .. `.__.._..__._.._`_._._.... -`.._._......_....._._-_ ..
10. Fl"Ciai guaranty_--------------------------------------------- _.___.. .........__"...__...._....
'_._...._.._................_......_._.........._._.__._... _._...._....._..._..._._. ...... .... ..__._............._........ _..__.._.........._._...... ._.._-......_._------.. - ............._.__..._...__ ..
71. Medical professional liability................................................................... ................_...... _......_................_ ........................ ...................___._ .... ...
13. Group accident and health(b)................................................................................................. ............................. ............................. ............................. ............................. ............................. ............................. ............................. ............................. .......................... .............
14. Credit accldant and health(group and Individual).............
15.7 Collectively renewable accident and health(b)..._._._---------------------- ''"""""""'""""" "--"-'----------
................. ............................. ._....__..__..........__._
15.2 Noncancelable accident and twalth(b)...................................................................._......._._. ....................__.
.. ------ ---------------------------- ."---------................. ..............__.........._._ _._._........_......_....... _
15.3 Guaranteed renewable accident and health(b)..._................_.._....._...._.............__........._........... ..._......._..._.__.____ --------------
15.4
..___...._._ _._....__-.__............_ _._"._ ..._..._._..._._..._....._ --------- -----------Non-renewable for stated reasons an h ------- """"-.
15.5 Other accident only ...._..._.__.._...._.............._...................._... __...._._......_........... ........._.............__._ ......_..........._......_.. ...._____.......____.._... _..._.........__..___.._.. __.__.._.._.....__........ -------------------- -........_____.__....._.__ ........ ......_...._._._.__.._ ......_.__"
15.6 Medi care Title Will exempt from state taxes or feel ----------..........................._.. .._.__.._.._.__..___--_ ------------------
.......... -------------------- .__....._.__.....____..... __....._. _.._...._ . ..
.< 15.7 All
other accident and haaith(b)..................._.......... ------
_------
_ ----------------------
15.8
Federal era errmp oYees health benefits plan premium(h)_....._...........__._.__.__.___..._......._._..__...__ ..................__.._.._ ._____..____........... ------------_-------------- ---- _.._ _......._.__..-._._..__. _.
16. Workers'wrpensailon__....._...
..............._............._..._.._........._...._.._......._......_.................. _.._...................._.... .............._......_...... ...................._.._.._.. ...........__._____........ .__........_.._.........._ _........................_.._ ..........._.............. ..
1 t r I.a Illy-occurrence.---------....................................._........._...-'---'---__.............---' ------........--------- ......-`----------.... .....-----------._....... .------------..........` -_....._..----------- ........-------`--...--'- ---------.......------- -
17.2 Otherliability-claims made-----.-. -----------------------
17.3 Excess worker compensation....._............_..............................................
--------------- -------------__------- .....__...--.-_------- ------------------.....__ ------------------__.._ ............_.._._._....
18. Products liahilii �- - ... ......................... '_.............._._...._. ...._.__........_...... ._..._._........._... ....__................
Y_..._..__.._.__.._._.._.....____..._._.____..._._.___-...."...._.._.__.._....._.._.....____ - .. ---
19.1 Private passenger auto no-fault(personal injury Protection.....__......_..... .........__._....__ _............------------------
_....__.. -.._........._.........__ .._..............____ ___._...._......_...__ .....____....__._. .. .__ ___......_"__......... ""._............___._._ __......._.""_.......... .._......_...__...._.. _._...._._...__......
(P l..Y ) .__._.. _ _.. .. ....._..._.___............. ............................. .._.__...._........__._ .............._.._....._.._ ..._...
19.2 Other private passenger rano liability..................._. .........__......... ......._..._............_. .............._._...._. ...............__.__... �
. ................................................................ ............................ ............................. ............................. ............................. ............................. .............................
19.3 Conmrercial auto no-fault(personal injury Protection)......._..............._..__. ...._.__........._......_ --------._....__..___....
......__....................... ................_......._._ ------.....----__....._ .._.._....__._._.---- ._..
19.a Other commercial auto liability.___... ._.__... ...__._.............__.._ ......__......_......_. __.............__._..._ ........_.............. ..__....._....._...._.. ._.._................_
21.1 Private Passenger auto physical damage._................._.__..___.............._.._......._.._....__....__. __ ..._ ..___
.__.____
.._......._.. ._._.........._...__..... ._...___.......__.._..... .------
....._.._.___....._....... ... _...--
..---
.... -----
.......------
._..."..__ .
21.2 Commercial auto physical darnage------------------------------------------------------....... ----------------....._... .__..._..._.__....__..._ ..._.___................... ............................. ............................. ..................._....__ ..........._._..............
22. Aircraft(all perils).................................._._.._._.__._._................._.........._.._........_......_.._._........ ........... ----------------------------- ........ ._............._..._........ .......... _..___........_.............. ....._......_............_. _..__......_.__._........ _......_.__.._....__...... ..........__._..._......._. "
23. Fidelity_
.. .. . .284 24. .0 tY................................................................ ....................... ..... ......_2. 2 ....................19,751 ....................J5.143
............................ ............................. .....................5,753 --------------------4.65226. Burglary and IhofL... ___..........__.._.._.__..__....._.......................____----............__.._..--------
................. ----------------------------
27.
._............__..__.._.__27. Boiler and machinery_._.............. ..____..__".__.........."
28, Credit--
30. Warranty.............._.-_.._.-----......_._......_.---
34. Aggregate write-ins for other lines of business..__...._.__........__........._._.._ ....D _.__._..._..__........__. .....__..-._...._..._....
35. 'TOTALS a 22,842 19.751 1 0 1 15,143 I 0 I 0 1 0 0 0 0 5,753 4,662
DETAILS OF WRITE-INS
3401. ................................................................*.......__.
................................................_...........-- .
3402. ................................_...---
.------
..........._____.....
3403. ...._.._.___..
..._._. _..__..............__...............__.__.......................................__...._................_..._.........._..........._........._...._................._............._..................._..._............_...._._..............
3498. Summary of remaining vrtitrins for ono 34 from overflow page--------------------...__......._........._.D ........................_0 .._.........___._......_...D .................➢ ...............___-----.D ._.._...__._........._.___D _.......__._..............➢ ....______......__--.D D ➢
-_.... ..__.._.._._.._.._ D ......__.__.............D
499. Totals floes 3401 tine 3403 us 3498(Line 34 above 0 0 D 0 0 0 0 0 0 0
(a)Finance and service charges not Included in Unes I to 35$......................................
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products _.......__.._._..___._.__------- mid number ofersons insured under indamniN only _____._...
P Y Products --------------
.
III�NIIa�ill�ll�ll Illln�l��gl1�111111l�IIIII�I
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance CompanyINI�" IINII
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIL Group Code 1228 BUSINESS IN THE STATE OF Louisiana DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 910 11 12
Policy and Membership Fees,
Lees Return Premiums and Direct Defense
Premiums on Policies not Taken DNdads Paid Direct Defense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expert a and Brokerage Taxes,Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deducting salvage) incurred Losses Unpaid Expense Paid Expense Incurred Unpaid E eases and Fees
1. Fire------..._------.__._....._. ..._.___....._..__...._.._. _..._.._._............... .........____.....___. ....__.___._......___.__. .........._._.._.........._.. ___.........__._..__...__ ..._ ._._._........ ..._..___._...__...:.... _._......_._..._....._
2.1 Allied lines_-------------.-_-............._.__...._..._..._......_....._.__....._...._._......_...........__............... _.___..................... .............__._. _.
....._._. ------'...................... ............................. ............................. ............................. ............................. ............................. ............................. ............................. .............................
2.2 Multiple peril crop.................................................................................... ............................. .....___._.._._..............
2.3 Federal ilood................_....__..._._._ .__.___._.__._._._._. ..._.._ .._...__.._..._........__.__ ._..__..___..___......_ .___.__..._...._.___..... ____..__......_.__._...._. ....._._..__._....._____ ._._....._._._..__.._... __...........___...._.__... ....._....__..___....._.__ _._.__.__.._......._.__.... ..._.._.........__.___.... _......._._._....__.._.
3. Farmawnem multiple peril....................................................................................................... ............................. ............................. ............................. .....................:.......
4. Homeowners multlpla peril........_.._..._......._.__.-........_.._.._...._.._.._.................................... ..._................_....._ __......_.._....._.__._. _..__._____.__._.__._.
5.1 Cohinti,ml multiple peril(non-liability portion).._.._.................___._._------_:
5.2 Commercial multiple peril(liabilityportion --- __.................._..... ._--- __.__....._............_ _............._....._... _.._..._._..............
6. Mortgage guaranty .._....._......_........_. ........_.__`...__`....... ...................._ ._..__............._........ .....__............. i.
8. Ocean marine........................................................................................................................ ............................. ............................. ........................._-
9. Inland marine...._.....----------------------------................................_____._............_.....................__ .._------..._-------_---
10. Financial guarahty,
.__._... ....___..__._........... ............................. ._. ..._.._........._.__. ..___......___.._...
11. Medical professional liability................................................................................................... ............................. ...
12. Earthquake......----------
.
----
.------
....---
.._....._..._._...._....._...._._._..__.._._._._........__....._._..._.....____ ----------------------------- ..--_..__.------------
13. Group accident and health(b)..............................._...___.._..__........_.......................................... ............................. ............................. ............................ ..........................._- ._......._.................. .........._...-------------- ............................. ................------------ ............................. ...............
............_...........
14. Crodit accident and health(group and In?vidual)................................._.._._.-..._.--..-..- -
15.1 Collectively renewable accident and health lbl-------------------------------_..............._....._.._..__------..._ ............................. __.._._.__._....__-_----_ ----------------------------- .._......_..__.....__..__-. ....................--------- ----------------------------- ------ ----------------------------- _-------------------_--..__ ----
1
5.2 Non•cancelahle accident and health(b)..._._..._.._...._.......-----_._........_..................................... .._................._....... ....._...................... ..._........................ ..................._...._.. .. ....___...._.._..........
............................. ............................. ............................. ............................ ......_-----..__..------.._ ............................. ------------.................
t5.3 Guaranteed renewable accident and health(b)..__....__..._._._._._.____..__._......_........................ ..._.__.....__......_.._.._ -----------_--------------- --------------------........ ----_------_...__.__.__-- ___._...._.__....._..__._.- .._.___.___.__.__------._ ---------------------------- ...._._..___.._._._._....- .....__---_._..._..__---- __...._....._..._.__.. .........._.._.___......
15.4 Non-renewable for stated reasons only(b)............................................................................... ............................. ............................. .............................
1 1 Other accident onl ............................. ............................. ............................. ..._.................... __........................_
75.6 Medicare Title XVIII exempt from state taxes or less--------- ......................._____.__...------____ -----------................ .....___.___------___--_ ........__.....___._..___._. _._.__.....__------_----- - ...........__........_.__._ ._........_..._...__------ _---------------------------
5 ...._._..._.._........___.__ __..__..............._... __...._....._.._.....__ .._........._..
.7 Ali other accident and health Ib)......................._------....._.....__._ -. - ...._._
75.8 Federal employees health benefits plan prandum(b)
16. Workers oo patsati-n........_............................_..........__..__.._..._.._-----------.._......................... _._.......................... .._...._...............___. ...._...._...._._.__.._..... __.....................__. ----._ _
17.1 Other Uaalfly-occurrence------'--"................................._..__'_'_--'_.----------------------- -----'..........._.......... ------------------- ............................ ----------------------------- -------------.:.......... ..._....------------------ --.__...----------------- ---..........--..... --- ----------...----------- -------------------
172 Other Uabfifly-claims made--------------------.._._.__._...__._.__._._.._------------.._. ...___._ ........_..._......_.____ __.....____-------.._._- .....------------------------ _ __
.__._......_..... --_--
17.3 Excess wotkers'co ensation_......................_..._........._..._._...._............................................. ................._........._. ..._......_...............--- ------........._...-----.._. __...................._... -----.._.. -----
....._..._.____..... .........._.._.....__.. __....._.........__.._.
mp .................. ............................. ......... ............................. ..._.............
is, Products liability..------------_....___....__--- ..------._---_--. .."'..............._.----- .._.................._._...._ ............ __........... .....
I Pdvato passongerauto no-fault(personal injury protection).-_-------------- ----........_........._ _.........._......._..__
19.2 Other private passenger auto liability......................................................_............................... ----_------._.__------..._. ............_............... .. . .............................
19.3 Commercial auto no fault(pessunal injury protection) -----
_._------------------- ------__ ------_----- ..._....------ ---- ..._...................
19.4 Other ounmercial auto liability.................................................................-----....------------ ------.___.._.-........... ---------------------------- ............- ...-- -._......... .............................
........................
21.1 Private passenger auto physical damage_.._..__..................-------------------------._....._..._..._....._ ..__._._._.._._------- ----------------------------- _--------------------------- ----------------------------- _._...._.__._..._..._..__ - .. .. .............................
---
21.2 Commercial auto physical damage......................_....._------.._------------------._._.._..-..._._----- --_ ----------------------------- -----------------............ ----------------------------- .............................
22. Aircraft(all perils).......................................___..........................................
23. Fidelity-----------------------------------
24. Surety................................................................................................................................... 1
26. Burglary and Ihult.._..__........._............._._...._._.............._...------_------_....._--- .---- ___----_.._.._...._----- ...___...........__...... .------._..._____._......_
27. Boller and machine __.._ ------...___..._..._...._ ...._._....__.------__... ............_........_..._. .._.___............._. __........._........__..._
ry
28. Credit.................................................................................................................................... ............................. ............................. .............................
30. Warranty_.__...._.._._......________ .....-------
.---
._..__.
34. Aggregate wife-ins tot other lines of business......................................................................D ...........................0 ..._.._...................a ..._.__.'__._..___.._.._...0 .-__...._.._..............D ....................._.....0 ...........................0 ._._..--_-...............D ...........................D ...........................g ................_..........0 ......_....................0
35. TOTALS a 0 0 0 0 0- 0 0 0 0 0 0 1,115
DETAILS OF WRffE-INS
3401. ................................................................................................................................................
3402. ......-------------------------------------------------------------......_._
3403. --------------------------------------------------------------------- ............................................................ .................
......__.__...............................:.._........_..__.._.._....................._............_.....__...._._....__.........................................__.._............................._................._....................._.---
.._.._------"'-__................
3498. Summery of re mainingwritelns for Line 341rom overflow page_....................._..._....._......__D ._........................0 ...........................0 ...................._.._..D ._.__.....____..__._-_-D .._._.._..._......._....0 ------------------_...._.0 ..._....D .....__------__.........D ................. _0 ..._._...._...._.........0 ......___......__...._0
3499, Totals Lines 3401 ihru 3403 us 3498(Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a)Finance and sonk:e charges not Included in Lines I to 35 5......................................
(b)For hearth business on indicted lines report:Number of persons insured under PPO managed care products ----------------------------------- aid number of persons insured under indemnity only products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com111111111111111anyiIf ��Ii�����Il�� �III����N����IIII��i�llll'
P Y
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Maine DURING THE YEAR 2013 NAICCompany,Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 it 12
Policy and Membership Fees,
Less Return Prem;ums mid 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 Promums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes.Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deduct) salvage) .-------------------- ___._
Incurred Losses Un aid E ense Paid E ense Incurred Unpaid Expenses and Fees
t. Fire__...._.._.._.._..__._. .._...............__._....... ....__._........._.__._. ..__..__.__.._._.._......_- .....___ ____. _
__._................ ....._............_..__.__. ._-_._.____.._.__..... ._.___.___._....._._. ._.._._._.__._ ...........___.._..._.... ......-----..__ .....
..__ ....... .------.. ... _.......
2.1 Allied lines_......._._....._..... ._......_.................. _................_._....... ...._......_................ ............................. ---
..........._.._.............. .........._.............._. ...................._.__... ............................. ................_........... ............._....._.........
2. _ ---------------------------------
2 Multiple peril crop..........._.__.................................................__........._.._........-................._... ._...._............__..... ------._........._.......... ._......................._. ...................__...... -----------------------
.... ._....-
2.3 Federal flood......._......--__ -----------------------------------__ . _
._..__.__........_.
3. Fam-mriers multiple peril............................ ...._.....__........_._. ... .._..._
4. Homeowners multiple peril--------------------------......__._............._.._.............._.._........_._......_....._. ..._....._................._ ..__.__..__.____.......... ....._.._.._._............ __..._....._...__._ .- -. ......_---
....__._.- .....__..._._....------
5.1 r...'mulliple peril(non'lability portion)._...._.._._-----------------------------------------_-...............
5.2 Commercial multiple peril(Ilabiliry portion)...............................................
6. Mortgage guaranty--------------------............__..._....__....__.....__.. _.._...._..._....--- ..._
8. Ocean marine.................................. ................._.............................._.....__........ ..._.._.................... _'_...`__................. ............................. .........................._.. ._....-.---
9. Inland marine-------------........._......._...._...__`__.-_...__.._._._...__....._..__..-_--__-__---------------- ..---.._.._.......------._- .------------___..._-- .. .
10. Financial guaranty................._.........__-..-------------------------------------------------------------------------------- ......_............._....... ............._......_. ........................ .........................
11. Medical rotessional liability .... ..................._......__ ............_............. _........................ _
12. F.arthquake__--------------------------------------------.__.._.__------------- -----------------------------
1 ..__................._. ..._.._......_..........
3. Group accident and health(b).................................._............................................................. ............................. ............................. ............................ ............................. ............................. ------.----.--.-------- ---._..._..--.-.--.-._
14. Credit accident and health(group and Individual)_.......__..--------
.____..__..._ -
................ ........._.........._._.... .._......_.._...._......_. ._..._..._._.._...._
15.1 Collectively renewable accident and health rb).-__..__._.........._._.....--
1 _____. ............................. ............................. ........._.................. .._._..____....._........ ...................__.___. ...._..._..._......._ .._._._._.._._...__._._._ ._._._..................._. _.._......___.............. ......._._............. ..._............_......
5.2 Noncancelable accident and health(b) -.... ---..--
15.3 Guaranteed renewable accident and health(b)_......_._._......_......_---_-..._._..-----------_---------------- -----._.....------_.__..._ ..---------.---....---.._.--- -------._---_....__--.... ---._-_-._--..._----__- ---_.--------------------- ---------.---.__------------ _.._---....---_..---.----- .-----..----------.--------- ......-----__.-.._-._.--- .......__..__......__ .....------
..-
1 _.._.._
1 5.4 Nonrenewable for stated reasons only ib)............................................................................... ............................. ............................. .............__ ................__......
cp 15.5 Other accident only......................_ _....__...._....___.--- ..__.._................. ....._..._.._._.__._
15.6 Medicare Title XVIII exempt from state lazes or lees---------...........................---------------------_--_-- ............................. ..................---------- ----------------------------- .__.___....._.._.._.._..___. ............................ ----------------------------- ............................. ----------------------------- ..... _.........____.......... ....._..__.....__...._
M15.7 All other accident and health(b).............................................................................................. .._-_------..._...__-__---- .....___._.._._._.._...._.... .................._......... ............................. ---------------------------- ............................. ..__.._.._..._---__-- __------_.._...-----------
15.8 Federal employees health benefits plan premium(b).___...._..._._..__.._................................... ..._................___-- ------------------------------ ----------------------------- -------------------------_ --------.........._......... ----------------------------- ......___..-.------------ ....__................. ___.._.._._........._ ..__...__._.._..._..
16. Wurkers'cumpensatiorl.......................................................................................................... ........................... ............................. .................._..._..... ............................. ....._._ ......... ------------_--------------- .. ......................_ ..._....-----.....__---
17.1 Other Uabllity occurrence.._._--------------------------------------------_..._------.._..----_-----_............... ._..................------- ------_------------------- .____---------------_.__. ---------------------------- ---_.-
r ., m .--_..._.._...._._. _._......................... ------------....__.____.. ._._..._..._._._._.._..__ ._.. ..__.-- .-- _.- _.._....._.._.._ ._..._-----..___.--_- ___..__..__------....__ _..._....___-...._.-..._ .....__.._._.__...-. _....._......_..__.._..- _ _
17.2 Other Liability claims made..............._... ... ........................ .......... .... ....._ ..........._. ...._..___.__..__.__..__.. ...__._............._._._._ ..................... ..._........._....._._
17.3 Excess workeracornpensation........_...................................................................................... ---------------------------- ............................. ............................. ........._.................. --------------.............. ....___------..__-__._._-_
18. Products liability---------------------------------------- .........._........__.. ............._.._..._...
__.._---------------------____._._. ..._.__...__..__...._
19.7 Pdvate passenger auto no-fault(personal injury protection)..........................
19.2 Other private passenger mule liability.............................................................._....._............_._. ......................._. ......_.........._.._._
19.3 Commercial auto no-fault(personal injury protection)--------------_. ................. .....__............... ._..._._.__._...--.- .........._........
, ._
9.4 Other commercial auto liability.............................._....._.......................................................... ............................. .............._...._..._.... ............................. ............................. ....... ._......_.............- ........
21.1 Private passenger auto physical damage......._._._......_.__._......__.................___..__.....___..__.__ ------..._......__.._.._. ---------------------_-- ---------------------------- - .. _......_........._...... ._..____....---
.---- ..-----
....__.._....._
21.2 Commercial auto physical damage............................_....._.._---------------..._._--------------------------- ............................. .........................._.. .__.._..._..------_---..__. ......_......._......... ....._................._
22. Mash(all perils)..........................._...------.._._---- -----------------------------
23. Fidelity_......_._.._.._._.........___ ___._..._...._..__.._.__.-----.._ .-. _._.....-----
_._-_...... ........._.._.._._..----- _........_...-----..--- --
2a. Surey_.._._..-...................................................__.._......._................_......._._...............695 ......"..'...".._.._965 .._.`.........._..._........ ........................._5 ......................_."" .._..........__--__.__." 1.693
26. Burglary and)halt___----------- _---------------------___._._-.._._ ..__..._.................... ................ -------------_--------------- -------------_--------------. _ ..
27. Roller and machine ....................................._.......................................................................
28. Credit._.__.__
. _...................___.__......._..__---------------------------------------------------
30. Warren ----------------------------- ..__.._........_........... __.._._..................... ...._........._._.__..... _...................... ___......._.........__ ........
ry...----------------------------------------------------------------------------------------- ----------------...... ..-_-----_--..._._.
34. Aggregate write-ins for other lines of business.__..................................................................D ........................_.0 ........................_..0 ...........................D ...........................D _._.._........._...........0 ...........................0 _......__............----_D ...........................D ...........................0 ...........................D ........._......_.._....-_0
35. TOTALS(a) 895 1 985 0 1 5 1 0 0 1 0 1 0 1 0 1 0 1 0 1,693
DETAILS OF WRIT E•INS
3401. ..................................................................................................................................
3402. .-----------------.---------------
.._... ...._.......
3403. _ ------------------------------.......................__._.._.._.___........._......_.._.._...................._..._._...._...._........._.............__.._....__-.___
..............................................................................................................................................
3498. Summa?of remaining write-Ins for Une 34 from overflow page.......------------....__...___...__.__.._..D .............._........._..D ........................_➢ __..__.__._____._..___._D ....._..._._._...._..___.➢ ------------D ...._._..._._._-_.._ _.D _....._.__._._.._.---.D ------- .._.._..____........_0 ._........._....._....._D
_D ......................... _.....___....
3499. Totals Lines 3401 thru 3403 us 3498 Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
fa)Finance and service charges not Included In Lines I to 35$----------------------------------.--
ib)For health business on indicated lines report:Number of persons insured under PPO managed care products -------------------------------------- wid nulllber of persons insured urber indemnity only products ..__..._------_------------_...__
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com any2 I 6
'I1 3 2 0 I�1IIII3 AlaN1�1IIIH'0 �0lll��
P Y
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Maryland DURING THE YEAR 2013 NAIC Com iany Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 11 12
Policy and Mambershile Fees,
Less Return Premlurns arid Direct Date as
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containrnem Commissions Direct Ptenliurre Dir Premiums Polkyholtlers Direct Uneametl Direct Losses Paid Direct Loases Direct Containment Containment Expense and Brokerage Taxes,Licenses
Line of Business Written Famed on Direct Business Premium Reserves (deducting selvage) Incurred Losses Unpaid Expense Paid Expense Incurred Unpaid Ex eases and Fees
.__...
1Fire___..............__-___---- .....__..__................. ._...._............_.__"... ..._.._.___...__......"_.
.._...._....__.___._.. .__.___.._.............. .........__._.. "_._....._.__...__..._"_"_ "_.._.____-"____.__.-__ _.."""_......_..._.-_.-_.._" ..
All
V Multi leperil..rop.____._ ._----------_....__.------------------------------ ............._._."____.... ..._.___........._.........__ .__.............______.._. .._._...................._.. ___........_....._..____._ ..__....-.........."......_
2.2 Multiple peril crop.._.............. ....._..........._......_. ........_._._........ ..__-__................._
.3edera lo ---------------------------------------------------------
3 Farmowners multiple peril........................... -.................""__"...... --------
............................. ..............._._.._........ ...................__-....... ................_.._......... ........_.................... ................-........"... ................___.......... ..._................_..__.... .
4. Hemeowrlers multiple peril ............................ .._-....................._..
5.1 Commercial mull Ple peril(non-liability portion).._....._.._. ..............__._.._"".__. ....__-
5.2 Commercial muni le ....._...."_......_........ ......."___._..___._......._. ... ... .- ...._.........._._....
PPerii(liability portion .......".___"............... ...................."......-_ ..........._.._..___.......-. ......."...._......._...._ ......_........."_......_ ..._..................." ......._"__..._._.......
6. Mortgage guaranty. .. ..................... ..___.-.....__.....__.... ..__.__...._..._."...._ .._..._...--____.._.. __.........._._........--.
an
Intend
manne.................................."_...".._...__.._............__-__................._.............."......._......_..__ ........_.._._.......-...... .........._.._..._........... ........._"........_......... ............................. .............._."...._....... ..
9. Inland marina------------......_.........-`. -----------�----..........__......._. ._... ..--�`-�.............._.... ..--�---�-----.......--"- ------�---�--__.......--� --�-----"--_-....._.... ---�--�----------....._-__ ---�--�--�----------__-`- -----�---�--�--'-`.`.--�-- -�---_.---'-�---�--�----- -�------�--------�--�-�-�-- ��
1 ------
Financial guaranty -------------------....................__ .___.-.....
11. Medical professional liability ..__...................."__ _....__"...._.....__...._ .__..."_.._..__..... .......___._...._.._-..
12. Earthquake..........._...._ ............................. .._............_._._"......
13. Group accident and neatth(b)................................................... .........._......_._._......._.. ............................. ...........____........... _.__.........___.._........ ........_.....__.._..__-__- ........._...._..___......_ .."_...___.-_.."...._-__ -----._
14. Credit am Grit and health(group and Individual)....................... ._........_._.._.._...___-............. ......_....__....-...... .........-_......... _.................___..
.... "".........................". ..._._------------.......... ....._------_.._......_..._.. .._."_"_._------------------- ..""..---.--------._....----- ------.". --------._..-._"_..-----_.__ ..------...._......_
n ectrve y renews a acct .n an .a r .................._..--.-_"__._._.__... .._ _..._.._-._.
15.2 Nun-cancelable aoddent and health(b).................................................................................... ............................. ............................. ............................. ............................. ............................ .."....__..__._...._.-------- .."....__...------...._._--- -----------...._.---------- -----......------......---._ ------..-----.--.._...----- .-----_"..._.....-------
15.3 Guaranteed renewable accident and health(b1.__..._..__----_...._____..-..._..._ . __.___.._........_-._. .._..._-----.....__-_..... ..._"____......__._...--_. "._"__"._..._.............. _.-_.__"__......._.----- ._-_"._._._"__..._"._..._ ..--....-...."_...._.__ ". ...-.--..__._....._.."._
15.4 Non-renewable for stated reasons on b --------................ .."
CD 15.5 Other accident only. -----------------_-- ------------..._.._------._. ""__..__.......... ................
----------------- -----
15.6 Metlicare Title XVlll execptfromstate taxes or tees-----�-----------------�--�-------------��--�--...._-"---- --��-----._..._`-__- -------------..-..-------- -�--�-------�-'--.-" .-------------..___'- �--�----------�--�------ .. -----------------------
157
.-` --�-��--"-�---�------� -��--�---�--�------�� --------�---�--_.. -._-----------�----- I
� 15,i All other accident and health(b)._."......----------------------------------
.-----
............................................ ................_......._.-.. .............._....._........ ............._".............. ..............._...__._..__.. ............................. ..................__....__... .............___............. ...._._.._..-..........._.... .._....... ." ...................._"".
15.8 Federal employees health benefits Plan premium(b)...___-.__._--------""".."_"_. ................... ........____......_..
_ ..
16. or ars wrpensaf n.._"_"_..."_".__....._. ..........-----------------
................ ...".....____-.___-.___-. .......__-.____..------
.---
__."_......_..__........... ".............._._...-------
._..... ........ .. ...------
....---
........-----
...._._..----
.._._...._.... i
17.1 Other 1.Lability-occurrence...............__...................._._._......-------`-`--------_....................... ...................._.._... .....................--"--- ............"""'--........ .._..........._....'---- --------...........-'-'--- --..----...............-- -------I.._...._...._...... ..
17.2 Other Liability•claims made.___--__-".... ---" -----------------------------------------------.....___..._._------_._.
17.3 Excess workers conpensatIon..................................."..__..._........__............------------------------------ ............................. ............_......_......... ............................. ..........------------------- ............................. ............................. .. ........--------- ......_""...._......_.. .............................
____....."_"............ ....._...._-_......-_".-_
18. Product,liability .._..._.. .. ... ............__....... .........................
19.1 Private Passenger auto no-fault(personal injury p(otection) ------------------- -"""""""---"-""-""
19.2 Other private assert rauto liability._.._.............. ..._".............__.. ..".._.._.__............... ........ ._..
P De Y ....................................."......_....._........................ .._........................". .-------------------------- ._......................... _
19.3 Commercial auto rwdaull(personal injury protection)--------------------------------------------_.."""_"."_"._.._. .._--.__"..__.....__. .. ."......__.._.-_ "".._._....___........_ .._ ---------------- ........-.__"..""""_"".
...... .........................._. .._..._"___"._._.________- __"_..".""""______.___- ....__._.._.____.._..._... __---...._.._......_...---- --___-----------------__ ---------------------------- ----._.._....._.----__._ ..
a ter commercial
oinmerna auto liability ......................................................................"..".........._.... ............................. ......_...................... ............................. ............_........._...... ............................. ............................. .."....__...-................ .._.......................... ............................. .........................._.. ...--..".""...........
1.1 ovate passenger physical damage--------------.-------------------------._...._.
.. ...._.... ..............__..-._._... -----_..__----...__----- "_...-----..__----------- --------------- _""""_._...._......___-__.. ".__........-____.-"._... ......__....-__.........._. _"__....."__-__....-.-."" ...._._--_.."."_.....-
21.2 Commercial auto
Physical damage_.._."".""____.........................................._..."_."._..............._.... ......_............._..__....
._."."...................... -----------._......_.._... ..._...
22. Aircraft
all arils ..."....__".................. "..___........._._......_... ..._..._........_....._ ..............................
l perils)............................"............___._............-..-..................................................... .... _._._..."...."..__......_--- ......_---------------..-- ...........--------
......"...
y'-`-_.........................."-------------_-_-__-"."..."".---.---._".------..__._.._......-------._....."......-- ......-_. .. --" -.
24. Sure - _. .......-__.__.__..... ".._"...__-__- _
.......... ........................ ........................ ......................... ............................. .........."...._........_ .............."......... .........."............. ...._._.............._.. ......._................_ ... ....1.800
26. Burglary and thalL. ..................___............. ......__-___-............. ....._.....-........._...._ ..._-_.............._".._... ........_-__-.._._...._. ............_-__.-__.-...-." ......_.-__...........".... _....-....__--_._........_. _........__"._.....____. _-__-.....__-..._._...... ___..__....._-..... ............_
27. Boller and machinery----------..............._._......._.......
28. Credit...._..._.............. .....-....__._..........-_. _......_.._.-._-...._..__".. .........."."__....__.......
30. Warrant ..................-......... .........._----.._...__..._. ....._...........---------- ..----._......--------
y_""__."".............................._... .........."......_...__.---- ......."...-----------......- ----._........"..."...__._. ...
34. Aggregate write-ins for other lines of business".........................................................."._..._..D .-_------._...._..._.._...0 ....._..._"........_......0 ....-----.................0 .."........._.............D .......__.................0 ......................................................... ........................... ...........................WRIT ................................................. .......................................... .............. ..............................
..........................................-------------
3403. ..................___..__"_....................
..._...".__.__....__-____.._.__------_.-....__------__..._
3498. Summary of remaining mite-ins for Line 341romoverllow page....__.._..................................D ...........................D ...........................D ...........................D ............._.._._-._.__D _....._...._......_.___...0 ............._.....__._.D ___.............._"__._..D .._____....-_._._..D _"....___....._."...._..0 ..........".-.__...... ..__._...............
___"...._....-_..."_....D __.._.--."".........__._0
3499. Totals Lines 3401 thru 3403 plus 3d98 Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a)Finance and service charges not Included in Lines 1 to 35$..
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products ----------------------------------- mid number of persons insured under indemnity oily products ------------------------------------
I��a�n�IIIINa�����I�II�II�Nlllll�l��llgllllllll�lllll�l '�I
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company 9 5 1 9 a 0 1 3 4 3 o a 2 1 0 0
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Massachusetts DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 17 12
Pulley and Mombership Fees,
Less Return Premiums anti - Direct Defense
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Details. curd Cost
P'
2 or Credited to and Cost and Cost Containment Cohvnissions
Direct Premiwre Direct Prafnlums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and&okerage Taxes.licenses
Line of eusiness Written Earned on Direct Business Premium Reserves (deducting savage)a Incurred Losses Unpaid Expense Paid Expense Incurred Unpaid Expenses and Fees
1. Fire
..............
.........
........._...._.._---
..........-------
........................_..................._..............._...._.._ ..._.._----- ------------- .__._.._......._._._..------ ------..__....__..__._.-.- ._.._.....------------------ -----------__._-------.-__ -._......_........._..._._.
.i Alliedlines_._...__...............___._..__.._.._..____..... _.__.............._...._..._ ._.........__........__._.
2.2 Multiple peril crop.........................................
2.3 Fed..rani=.d.-----------------------------------------
3
ltipl..peri.............._.._._..... ..._.__...._..._._.._.... _..._..._._....-....__._._ ..
armowners multiple e Ponl.................____.._.............._.._.._.....__-__.._................._......................
4Homeownesmultis pen .......
._......_...... ._.._-._.._..__.._.._.__..-._.__............_._ ._........... .............................
...._.._............... ..------ ....
--.-.--.----------.-----.-
5.1 Cmmialwfi la peril{non-abili Poion)_--------------------__.............. __._ ._ ---------------- ....._ .._--..._._ -.-.-.-_-.-........._._...-----------
52
....-----
52 Commercial Multiple PanI(liability rypottion)........._...._.__.._......................................... ___. __...._...__._.....____..._ .............__._.__.. _...........__..__._..... ._....... -------- ..._....._..._..__...
_
e ................. --
_
6. Mort a
8 Or,evin marine------
..........----_ ._._.__-___........._..._....__._.._..._.__...._._............_. ._...__........____..._ ....._....____......._._.. ..__...__.__._........._. _........._...._._.......... ..............._.__........ ..._..............._......._ .......__.........__.._... .........___............._.. .............................
0. Inland rnarine---_......................'-"------............._..........--............._......_............_..................... ................------....... ........._................. --------_---------'-._.." ------------------ ..-------------..."--------.
f0. Flmancial guarardy.._.------------------------_..__.
............... __.__._._._._._....._. ._.....-..._....._.___._.. __._..._...._.__........__ ..._
11. Medical professional liability................................................................................................... ............................. ..__..._.................... ....................... ...-................_.._.. ........................._.. ..............__._........... ............._............... ..._.............._.......... _.
------------------------------------------------.----............................. ............................. ___.__-__..._............___ ......__-_-__.._..._._... ..._..__...---------._.... ..
73. Group accident and health(b)------------------------------------------------dual ...._.._..._..._. ..........................._ ..__-----._...._..._-.--. _....__._...._.-........__. ...........___.._............ ._.-----.._.------.....---- --"-.....------_......`-.- .........---------------*.... -------
--......_.._..
14. Credit accident and health(group and health
(I uai)........._.......................................................... ............_................ ................___-__._...._ ..
15.1 Collectively renewable oxidant nth health(b) _. ._ _.__.__._........_..__._. ._..._.._______..._.... _......_.--.--.__._..
.Z onrancea a accident and heaith(b)........................................_................___...................... ......._._._.._..._....._. ......_.._...._.............. .._.._..........._.......... ..........._..............._ ...._................__..... ....._..........._..._._....
.............................
15.3on-m Guaranteed renewable accident and only
(b)-(b)......................................................................... .__.-.-------._.__..__._. -------------_------------- ._._.__.._.__.._.-_.._. ._._.._.__.__..........._
s 15.4 Non-renewabletor stated reasons only(b).._..__......._ ..__..___....._..---
.......
(p 15.5 Other accident only ....._..._._................ ...........................
15.6 Medicare Title XVIII exempt from state taxes or fees ......___ ......._..............._.._ _._..__............... ..__........ _.... ._..._..............._.._ ............._....__.._ _.........__.._...... ......._.............._ ......_..._......_._.. _
D 15.7 All.mer accident and health(b)
1. ..__...._p.............
75.9 Federal' health benefits pfanemum(b.
).............................
. ..................._ .._.._ _.._....__...._._-.- _ ..._._..-... ...._...._....
6.
or ars comp.nt on. __-------------------- ---__--- ---------__ - ----- ............_................_........-..
... ..............__..._..........__.._._........_.... ........_.....-.-.-._.__.................__..___....-.
. . .. . __.......... .....-..-....._.._........................._.._.
17. Other UaGliry-oaurrence.............._.......----....................._----............_....._...................---- ..............---..._....... ......-'-----..............
.2 OtherLiability,Uaims made ..__._..___..__.. .--------------------_------------------- ..._.__....__...._...... ..__.___...._.---....--- ---.............................--- ------
---
--- --- ----
---
---
----k ------
ers* -------------- ......__............_. ---
18 --------_...-----
Products liability................................. -.........._..........._..
19.1 Private P.=Iger auto no-fault ersonal injury -----._-----.......__--... ....................................... ............._......._.._ _..._......___......__.__ _ _...___........_..__...
P >g (PPro[ectlon) ... - - - ... .. .. ..
19.2 Other private passenger auto liability........................... _...................... ........................ ....._.............._.
..................................................................... .................._......... -.-------------..__..-----. ..
70.3 Commercial
auto rw-fault(personal irryury protection) ..............._._._._...... _....-........--.-........._ ............... ._.__.......------
..__ ..._._.............._. --------
.._..._......... ....---
.-----
.._....._
19.a Other commercial au to liability. ........................._.._....._......._ ..._....._.........._.._... ......_.._._..____._
21,1 Private ass.. er auto ... . .. ... ..
P n9 physical damage................................................................................. ........._................._.
.2 Commercial auto physical damage_..._._.. __-. ._.._._ -----------.____.._.__.._. .............._...__._..._.. ._.___...._....._...__----
22. Aircraft(a perils)........................_..........................................................._.._....._.................. ............................. ............._............... ..............._._........... .._.....__..._.......
23. Fidelit .. .. .. ... .. ... .........._._..._
24. Sure .._..__..._._............. ................._.._ - ..__.._._.-- __.._.._-_..
ry.............._........._. -- .. __ -- 00
._................__......__..__.____.____.._...__.._.._.._.......................17,213 ...J3,190 __ - ...__._. ..__.__..........___._. .._..__......__.._.....
................ .._.._...._....._........... .._..__......__...9.499 .._...._.._........._._._ ......................__-__.. ....._........_........._.. ...__._.._.........._....... ....._...................... ....._.............._...... ..
.................-,--- .................._14,---
26. Burglary and theft................................................................................................................... ............................. .._........................_ ............................. ............................. ........................._.. ---------------------....... ................._...___..... .
.ler an machinery-----------........___......__._._.
28.27 Credit....................__..........._..__......._... .. ------------------------.._._.._ .........-----_._..__- .._.._....._._._....... .__..__..._..........._ __.._._._._.____. .__.___.....__..... ____....._._._._. .... ....__............__.._
30. Warrant ------ -------------------_------- ........................
y............................................_.......__._ _......................._.._......_.__.._..
-... - ------------------------- ---------------- - ..........
34. Aggregate write-ins for other lines of business...__..._._..__........_...-....._.._..........__._..._7.253 ........................._0 ...........__.....D ............................D .........................__0 -D ...........................D ....._..._.._._...........D .._......---...............D ...........................➢ ....._.._.._.............-0 ➢ I
...........................
35. 10 rALS a1 17,253 13 190 0 9,499 0 0 0 0 0 0 5,034 14,000
DETAILS OF WRITE-INSI
3401. ........................................-----------------.......................
3402. ..............._...___............._.._....._..........
4 ...._-........._._.____..._....
4 e. ummary of remaining write-Ins for Una 341rom overflow page..............................................D ...........................0 ......._...................D _......................._➢ .............._...........D _...._.....................0 ➢ ..........D D 0 ----._...➢
3499. Totals Lines 3401 ihru 34173 sus 3498 Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a)Finance and servk:e charges not Included in Lines 1 to 35$ ......................._-----------
(b)For health business on indicated lines report Number of persons Insured under PPO managed care products ------------------------ and oufnber of persons insured under indemnity only products ._------__.__
ANNUAL STATEMENT FOR THE YEAR 2013FT Company 1 IIII�����0I�1 3 �4�l30 2 �IIa �I�II��
O HE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Michi an DURING THE YEAR 2013 NAIL Com an Code 29513
Gross Premiums,Including 3 4 5
Policy and Membership Fees, 6 7 8 9 10 11 12
Less Return Premiums and Direct Defense
Premiums on Polities not Taken Dividends Paid Direct Defense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Contain Ont Commissions
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes,Licenses
line of Business Wdlfen Earned on Direct Business Premium Reserves deductingsalvage) incurred Losses Unpaid Expense Paid Ex erase Incurred Unpaid Expenses and Fees
1. Fire.........................
... .............................................................................._..............
2.2 Multiple peril crop.................................................. .._.__.___.._.
2.3 Federal ----------------..........................
armawhersmultiple peri ............_............_.__..__............._......_......
.._.._._......._.....
............ .._..........._ _.......__..........._..._
4. Homeowners multiple Pari(.....__labilityp....._...................................._._.....-----...._.........------..__ ._..__........_..
5.1 Corrvnerclal multiple peril(non-(lability portion)__..___.
5.2 Commercial multiple dl(liability ... ..__........................ ............__.............
6.
A. ..._..............._.. ......_......._...__._............_.._............_...._.. .._........._.__..---_. ._.....___...........--- _...._...........__.------- ..._......_................_....------
._.._.....
---....---..._..._._._.----
rean mrne-------------
Mortgage
..._._._.Morta a guaranty n
_..
marne........_..........................--------.---.------------.---.-------------..--------.._..--.............._..... .........._..._........... ............................. ............................. ............................. .....-.................-.....
10. Financial guaranty-.--.--_-------------------------------...__----.
11.
Medical professional liability................................................................................................... ............................. ............................. ..................._._._.... ......_...................... ...._.._............._....... ..._.........................
.an qua e........................................alth ............._....._.._....------....__........_......__------_---.---.----.._.._.
1 roup accident and health(b)----._..._.._...............__....._..___...._..._.__..._....._..._.._............_...._... .__..............._._.... ............_._._.._......... ._........_.................. .._._......_............__.. ._......._.__............._. ......__._......_..__.__.
14.
Credit accidont and hoaldl(group and Indivlduai)..................................................................... ----------._.._... ............._
15.1 Collectively renewable accident and health lbl.-... ........_._
..._........._..._........_...__..__...._ _._----------------_------
.Z on-cartcela ie accident arld heatthjb)..........................................................._....................... ................_............ ............_..........._._.. ........__................_.. ...........__................ ............................. ...._._..........._..........
Guaranteedrenewable accident and health(b) ............................. ._.........._.....__........ �,
.._......___ ._................__--.._ -----.._-_..._.__.-
.4 on-renewaD a or stated reasons onry(b)_._...._.._._. .."". i
� t cher accident only............._.
._..statta......_._._ees.............................................................- .__.-........._-..._------ .. _
7 All
re ins VII exempt from slatetoxesorlees___...................._.._.._ ._-----------._..__------ ..__.-__.._.._---.__..- ....__..._......_-__._.._ _..._._..._....._._---
15.7 Fe dinar employee and health b -.---
15.A etleral enployees health benefits Plan premium(b)...........__........................_....__..._.......... ._....._..........._.._._.
16
or yrs wrnpansat n._..._................__._.....__...___._._..._.____.__.__.__...._..____..__........._...._.. ............_..._......___ ............_:_._._._....... ..__._._...._.------
.---
---
....._..._.....__......----
---
....____..____.....----
._._.._.....------
.__.._.
17.1 Other Liability occurrence.._.._._....-*.........___.......
17.2 Other Liability-Maims matle._...._..................._...._......_..........._......_..._._------------...._._---------- ------_...___-------...... ..._..------_...------------ __..._..-------_._.__.._-- -
73
xcoss workers.compensation--------------------------...-------------------------_......_...............----------....._ ------------....------....._. ..------.------._.---------- ....._................__..... -------.__.---.------------. ------.---....-------------..
1. i
......._..._...__.......8. Products liability..................................................191 Private passenger auto no-fault(personal injury Protecton) ..............._...___.... .._.........._...._....... _ _
.__.----------
1 9.2
........19.2 .
Other private risen er azno lidbilit _
1 Con
auto rw-fault{personal injury protection)_......................
_.....
a rcommercial auto nabilfry.-------------------...............-_...---------._------------.__-------- -----.----------"---- -.....'--------'-'---- ...-------'-"-'-....._. ....._.-------...------- --'----._..........----.. ....------._.-----"-- "-----..........._........ ..._.........._.......-- '------------------- ------------------- ---------------
21.7 Private passenger auto physical damage.............................................._ __............._.__..... ........................ _------.---...._...-----
2 1
ormnerclal auto lyrical amage__...._._..............___.__................._........__._...._...___...... ......_.__.__._.......... _......._.._..._._._...._. .__.___.__..._.......__. .____.._............._.._ ___........___..___.......
22. Aircraft(act perils).........._._
23. Fldelity...................................................._.. _........._..
24.
Surely ---.----....-----....._.....--------------_.------*......._.._-----------------------(1.9)....._._..............287 ...-.`_.........._..-..-. ..._...___........_..__.8 ......-....-........-...... ..._-------..._...........
26.
........................290
ung pry an theft................................................................................................................I-- ..
_.__.._....._..--..--_."_ . ._.._..-.._--------_..._
' oiler and machinery._............._._...._...._. _
2B. cretin ---- -' --.... ...- --- ----------------------------- --- - --.._.. ---.__........_.
__... - -'--- -- ............................. _.. -
30. Warren ....._-----...... .. ..........................
34.
Aggregate write-ins for other lines of business.............._.__.._._......_.._.____......_._............._.._..D ................_.__.....D ..._.....__.......... .➢ .._......_. ......_D
35. TorALS ....._. ................._......__D _......_...................D _........._..........._.__.D ...._............_..---....D ..._.......................D ...D
(189) 287 D 8 0 0 0 0 290
DETAILS OF WRITE-INS 0 0 0
3401. .................................................
3402, ............................................
.........................................................................._.. .........._._................_................................_......_.__......................
3403. ................._.........--------...___......... ............_..._............._....._.............................
.....
..........
....._......._
' ..........................................................................................
498. ummary of remaining write-Ins for Line 34 from overflow page..............................................D
...........................0 ..... ........_....._.........._._....0 ......................_....0 ......................_....D ...._.._......__D D
3499, Totals Lines 3401 ihru 3403 us 3498 Wee 34 above p p """""""" ----""-"-.---"-"-- ---D
0 0 g ............D
{dj Finance and service charges not Included in Lines 1 to 35$_.__...._.__------..__.__------__ 0 0 0 p g 0 0
(b)For health business ori indicated lines report:Number of persons insured under PPO managed care products ...... and number of persons insured under indernnity Only products
�I��IIIIIN�� ��l�l��� llll�gl�l��ll�llilll�l llll��
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Minnesota DURING THE YEAR 2013 NAIC Com Dany Code 29513
Gross Premiums,including 3 4 5 6 7 8 9 10 11 12
Policy and Membership Fees,
Less Return Premiums aid Duna Defense
Premiums on Policies not Taken Dividends Paid Oirect Defense Direct Defense aid Cost
2 or Credited to and Cost and Cost Contain m cif Commissions
Direct planuwlrs Direct Premiums Policyholders Direct Unearned Direct
Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes.Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deduc8 Salva a Incurred Losses Un id E anse Paid Expense Incurred Unpaid Expenses and Fees
1. Fire ..__............._........_.
2.1 Allied lines................................................................. ------.-------_._.......... .......__...__.......__. .................._.._..... ....._"_.._.____..__.__. .__"....__._..._..._.__.. ___...._"_..___._".._.... _...__._.._..._....__..._.. .___..........""_._....... .._..___....._......"..."_ ......_.........._....__.... ................."._".._.._" ..
2.2 Multiple peril crop................................................................................................................... ............_......._...
............................. ............................. ............................. ........................"._.. .....................___.._.. ......._..._..__....._..."_..
2.3 Federal flood..__"._"_."__.__.__....___"._.._..__..._
3. Farmownem multiple __._"....._._.".......... ........"____......_.._..
Paxil.............................. .........._........._"................ ..__..."..................... ..................._._.__.... ....._....................... ............_............... ...............".........__.. ........_.............."...._ __.__........._.._........... ."......._..............._.._ ..................__.... ............"._.....-... ."._...."._"_..._.......
. .................................
4. Hommeowners multiple peril-----------------------------"._._ - _. ... .. ................_.".-----...
5.1 Comefclal nruhi le rll(non-eatillit onion._......_..._. ----------------------------- ---------------------------- .._._....... ...."".......""_
5.2 Commercial multiple peril(liability portion)................................................ ................. ............................. ...................."_....__. ............................. ............................. ............................. ............................. .............._........__.... ...................."."...... "................
6. Mortgage guaranty ..._. ..._.._"_.__.........
8. Ocean marine__._.............._._.._.........._._ - ...._"......_._...__..__ .............."._.."._ _.__."._...__......._
...................................................."_......._.._.............. ..................."..._.... ............
9. Inland marine..."_.".__.-___.__..._..........._.....".._.._.."...".."........_...".__.".......................`.."_..__.._ .....-"__..."....._...._. ..........................._ _......_.._"._._...._._.__. "__"_._._._......"..."'". ............_"__......__..... ......"_.._".."..__......".._ __....._.."._-"_."...._ "...". ."... --.".. _...."-
10. Financial guaranty.."..._."__".__.__."__._..._.._......_..................................."_."._.._.-."...._...... .......
11. Medical professional liability ............. .._.""_"_......._.._ _..........._......_..... ..._..__..."__._...._.. ___.._.........._...._._ _........_..._""......... ...._........._......_ _.........._..._._...__. ....._____.._....._ .._.-------------------- ..""..""..."_"......... -----------------------------
1
."..
12. Earthquake .............. ...._....................... .._._.__............_..... .. ..._.._................__
t Groupaccident and he^Itn .............................(group .._...__._....---------- ........................ ------_------------..._ ------------------------
..._------------------' ----___,-_.............. ...................__..__ ._..._........._.._.._
15.1 Collectively renewable accident and health(b)......................................... ....___.__......_.--- -----_
....._... ._.._.. -----------------------
._ ------------------------
.- -----------------------
.-- _
-------- -------------------- ...._..."..._.......... _.. ..._._..........._..... _..........._......._._
15.2 Noncancelable accident and heahh(b)..................".............._.................................................. ............................. ............................. - .........."........"...
15.3 Guaranteed renewable accident and healtn(b)------------ --- � - �-----��--�--'".".-".."".
15.4 Nan-renewable for stated reasons only(b)..._._.._.___._......."........................_....__...__............... ............................. _....__.._._..._. .__.".............. ................"..__.. _..____.__.__."........
Cp 15.5 Other accident only ..........................._ _...._....._....._____... ...... ....._...".._.._..._..
15.6 Medicare Title XVlll exempt from slate taxes orfees".___...___.".."...._..............."......__..___....... ........._"".."._._..__.... ._.._"_.__...........____ .__"..._.._..._----------- __"_...._.....".___._".."_. _.......""____.....__.._. .........._..........._..... _.__"__."."....."..".._.._ "__._._._"............."._ "....__.__............_" ""_........"."_....... .
z 75.7 All other accident and health(b).............................................................................................. ....I........................ - ..._.. ."._------...._"__---
75.6 Federal a to ees health benefits Ian rertnUm b........___."_................ -- .. ... - .. ._ _... ___...............__"_._.. __._...."""_.."..._..._ _.".._"_._._.....""_."... ......._"__"_._._."_...... ...__"_"_..._..........._- ___._.".""__.__......... ...._._....... __._ ........___-
16. Workersco -ocurrence._......"....__._...__.._.-...._.............."..._.._..._........._----------------------- ........._.._........._.".. _........................... ..._._...._..__._......... ..............._.._._...... ........."........"_....._. .........._.........__._.... ...... ..."...__...._"_...._...... .............
1 .1 ter Liability-claims mad.............................. -----------------------.........---'--------- -.........................".. ..---------............... ."......---'---------.... ......._._-------....---. ...... __..... ..---------....-----.
17.2 Other Liability-claims made.- ......................................._.__"._.___...._._......._._______"__ ."...._.._.".__.__......_.... ........._"_"_...""._".... .....__.._."_......__".".._. ..._........_._............ ..__"___..".._........_.._ _..."""."._...._"_...._._..". "."""_...""__._.._____""" ..."..._......."...._".""_. "."".__....._"....""__.._ _._.._._."".__..........
17.3 Excess worker;-npensatlon -----
18. Products liability .....--'-.. ...._..._------------- ------------------------ ----------------------- ------------------------ ----------------------- -----_.._....------...' _. .................._ _._................___._ .._............"._..... .........__............ ........................
19.1 Private passenger auto no-fault(personal injury protection)----__......"_._... ._._"..__------._---- ------------_ - _.._"_._------.....__"._ _------.....__.__._._._- ------------_.._------- ..........".__..__-- ......"..........___.. _____."__.._...... "_"___.""."__._..... _...."_."_........"."_ _......._"_._."..._
19.2 Other private passenger wife liability_................ -- ......_......___........... _------------ ---- ......------------------_ _..._.....__._.........._
............................. ............................. ...."...................... _."_"
19.3 Conmwrcixi auto rw-fault(personal injury .. ...._.._..".._.._.... .........................."" ._........"_.__.....
79.4 Other commercial auto liability
---.......................--__.__ - - - --
21.1 Pdvate passenger auto physical damage.._............._.._..__........._..................------._."_.__.._...."._ ._..._._.._._............ ----------------------------- --
.....__...........__".._.... ._.-----.--------
....._-----._._.......... _."_."_..""_._.___...__."" -------- _._._._--.."...."..".__._. .. .. .-----.._.........."_
21.2 Carmnerdal..to
physical darrege_..._.__..._._._.__..._..._.._.__........_ .-...-".
22. Aircraft(all perils) ................ .... ------._....------------."._. ...._........""....._... ._.._._........._... _.__._.._.._.........
23. Fidelis ------ ----------------------------- ....................
24. Sure ..__.__.__....._...___.__ "____..__..._._.._..___"
................................................................................................................ ..
26. Burglary and theft-------------------------------------------------------------- ------._."------------------- ---------------
.........._............._....
27. Boller and machine .... .............".".._."..". __._"__..."_"__.._.."._ ......._._......".__.. _"". ._...__
28. Credit....."................................... ................. .......".....................
30. Warrant .......... ............................ ............................. ......... ""........__..._......._
34. Aggregate write-ins for other Tines of business ..__....._._...........D ...........................0 ...........................0 ..__.__....................0 ._........_....._.......0 ._......_.................D ...____.............._...0 _................._.......D ............._............D ......................"....D ..__...._.................D ...........................D
35. TOTALS i 0 0 0 0 0 0 0 0 0 0 0 2,409
DETAILS OF WRITE-INS
3401. _".........................................................................."_..
3402. ..................._...___.__............................................._
3403.
..............".....................................
34 8. ummary of remaining wry e-ns or ne 34 from over lo++page..................._._.._...._._..__.__..__.D ...."._...._..._.........0 ...........................0 ........___"..___..__...D _.............___...__..D ...........................D ..._.."_..........._.......D ..................-1) D D D
..___"___.._.___"..... .._"__"_....._.._"".." ._.._......_.._._.""._D
3499. Totals Lines 3401 ihru 3403 us 3498 Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a)Finance and service charges not included in Unes I to 35 S.............................._.__...
(b1 For health business on indicaled lines report:Number of persons insured under PPO managed care products ..............._--------------------- and number of persons insured under indemnity only products ----------------------------
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company. �"���
P Yy
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC GrouD Code 1228 BUSINESS IN THE STATE OF Mississippi DURING THE YEAR 2013 NAIC Com Code 29513
Gross Premiums,InclWing 3 4
Policy and Membership Fees, 5 s 7 an
B 9 10 11 12
Less Return Premiums and
Pre¢dums on Pollcles not Taken Dividends Paid Direct Defense
1 2 or Credited to Direct Defense Direct Defense and Cost
and Cost and Cost Containment Commissions
Direct Written
re OireU Premiums PWlcyhoMers Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes.Licenses
Line of Business Wneen Eametl on Direel Business Premium Reserves (deducD salve a Incurred Losses Un Itl Ex Expense Paid Expense Incurred Unpaid Expenses antl Fees
1. Fire........................................................................_................_..............._........................... ..__.._.........__._........
.1 Allied lines...._._.....__..........................._......_...................._...............___._____....._...._._...__._- ...._____._....__.__. .....___...._...__.__._ _____....__...__....._ __._..._.__...__...... ...._._ _
2.2 Multiple peril mo ___........_._._....-.... -----..--
ZI
armowners mu a nen__..__'._'...................`....._...___.._._....._.___.._______`._.---.._.....---.----- ......__._...._.._.._..__` ..._.___"_..._—___.__. ..._............_.__.._..` ...._......
4.
omeowners multiple peril...................................................................................................... ............................. ............................. ..............._......._.._. ..........._.. ......_..............._ .....
51 CommerclAl awitiple perp(non�llebility portion).._.__.__._
------------- ---------------------------- ..._.......-----.._..__----
.._------___-_._....-----_._....._................ ._......_..__..._._ _ _ .....__.__
5.2 Commemial multiple peril iliabiiiry portion ..................__.__... _....____.._._...._....... ......_.._...._.........__.
6. Mortgage guaranty.............. ..._.__......_.._
8. Ocean panne
fland
70. FinanclM guaranty
...___--------------
_-..-.-_--.1, Medical professional liability..................._........_...._..._......_._......... ............................. _......_.._......-._..._.... .....__...._......-......-.._..._......_._......._.
12
.artQua e..................................................................................___................................... ._._......-_.........__......
........................._.._.. -.........._..._........_.._.......................__.
_........._..__......__..._. ............._......_._..... ..._.._....._._..__.__..... ....__.........__......... _........................ ..._.._.__.
Groupaccident and health(D)------------------.-------------------------------------------------_.._.._......_......__.... ----------------------------- ------------__._........... ._...__....._._...._._.._.. ........__._____........___. _--.--._-.-_..--
14. Credit accident and health(group and IndlvWuaq...._...................._._...... ........................ ............... -..---._..-..---.--...-. _.___....._..__._.__ ...._.........__...._.. ......_.....__......... ._...
Collectively renewable _ _ ... ...._._.....
renewable accident and health(b1._............._.................... . ...._..__....._ __.....
............. .____.__.._.__.__.._._ .._.--..--_.---
..--._
15.2
_........ ....._................_....
Non-cancelable
n-cancels eacadent and health(b)....._...._._._......_..._._......._..............__..._......_...._...._.. __.....__..__......_._... ......-......_......-..__._._ ..._.................._..._. ....._..__............._.... ................_._.......... _ __........__.._......... _.__.._
15.3 Guaranteed renewable accident and health(b)--------------------------------_----- _------._..._..--------- --------------------- _--------------._....--- _...._.._................_
15.4 Non-renewable for slated reasons on h . _.._.....__.-..-. .----- _
t0 15.5 Other accident only -._. ..._.__.._..
15.6 Medicare TitleXVII I exempt from state taxes or fees...__._...___....._......._..._ _-----__---------
(n .r o or ace ent amhealth()...-------------
(b)
........... ..._.._._.._ ___....._......_........__ _._....__...__......__..._. ....._.._..........___._.. .__.__...............__..... -------
........__.........._ ___.....................__.
Federal employees health benefits Ifln rP.mium h ......._.................... ----------
I
....... ..
------------ ----...-----------
or ers wngtensation__-`............._._._......_.._.._..____....._.—._.__..__......_`........_..__._......__... "....._....._.._...._....._ .....___._—"_..__..__— ...._..__._..._.._......__. ._._`__....._.._...__.___. .......--......-._.....
.............................
7,1 0ter latxliry�occurrence.........................................._..............._.._..._.._.._....._.................._... ..._.._...................... .............__._............ ............................. ........__._..........._..._. _........._..........._.. ---------------------
17.2 Other Liability claims made....._....._.._...........................__... -------_------------._ .. .. ...
__....__.__... __--_--_...._._-----. ___......-_......__....._. - -
17.3 Excess workers'compensat(on.........__..__...__._------------------- .....__........_.......... ...__...._......._.........
is. Products Liability................................ ...-..._..._.._.._........._.......... _......._............__._ .___..-.-..`__._.._...
PrIvat __
19.1 Other assor or auto no-fault(personal injury __..---_..-__-.--.---_-.
P t9 (P W YProlection)._._...................___...__......_...._..__
19.2 Giber private assen er auto liabilit --_....._.___...._.._...
i ................... ............ ...... ......................... ....._._......_.._..._.__
9.3 Commercial auto raAault(personal trio ........_...._......_._. .---
_-,._._-_--_-,_-----
(P Injury Protection) ..................._...__.....__ .......- _...___.._.....__._____..
21.a t r commercial auto liabili -__.- ------------------
ry------`--------._..--------'-------_.......------...------....... --- ------ -----........------------ .......---------------_----
Private passenger aide physical damage.............................. ..............._.............
Commercial21.2
auto physical clamago_. ..............._.__.__...._......_.._......-.._._.._.._......_.___...__.. _....__._...._........_.. .._......_.._..._..___.__.... ..._......._..__._.._...._. ..._..____.__........-..
. Aircraft
_.all perils)
................................_.._........_...._..........._..._......_...._.._._.....................................-........................................................ ..... ..................... ............................. ._...__ -...._...... .........__._..._.._...._...........
.......... ._.......
28, C'ecit
.. ............... ......._.-----.._.
. .. . --
23 fidelity..............._................ ............._.......... ... ..
. . .. ... ...._.._...._
..............._...
. ..........................._.............__......_......................_867 ...___._..._._........... .._..--"-----__.......5
Burglary andh .---
..____---
..------
._._....._...-__..-- __..............___--24. Surery ....._._.__..__..............
26.
ry ............................. ......................... . .................
_217 .....................1.261
2 B
............ ............................
30Warrant
........._............._... ..._.................... .................._.... ....__..............._.. ---------................... ...................
- ..
34
Aggregate write-Ins for other lines of hustness..._..___...._.._.._.._..__..._....._.........__..__....--D ....._.p --------_...____.......... .---_...------_..---..__.
..._....._._-_.__. ._................_..__..D __............`___.__..D ......._..._.._.._......D ...D
11-
LS
DE_, ,.OF WRITE-INS �7 �7 0 59 0 0 0 0 0 0 217 1 261
3401. ...._..............._.._._.-------------
34023402.
. ....................................._._...._......__.....
3403. ............._..__........._............._.....................__._..._...._.._......._
___.......... ............--------------_-------....... ..._--- _- ..' ..-------------
34
----.--....._-----
...........................
ummaL remaining write In l for4 341rom overflow page..............................................➢ .............._. D -................._..........................................
........... ...........................D ............__.............D ...........................D ...........................D __.........................0
3.499. Totals Lines 3401 Duu 3403 us 3498(Line 34 above g 0 0 0 0 .-----------__--..D _..---..------..-._--.-D
(a)Finance and service charges not included in L1rres i to 35$.._......._.....__..................
0 0 0 0 0 0
(b)For health business on indicated lines report:Number of persons Insured under PPO managed care products .......................... and number of persons insured urxler indemni oral oduais
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Comp Y Iany2 If
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Missouri DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7
Policy and Membership Fees, 8 9 10 1t 12
Less Return Premiums arid
Premiumson Policies not Taken Direct Defense
Dividends Paid Direct Defense Direct Defense and Cost
7 2 or Credited to and Cost and Cost Containment Conxnisslons
Direct Premiums Direct Premiums Policyholders Direct unearned Direct Losses Paid Direct Losses Direct Containment Comet menti Expense and Brokerage Taxes,Licenses
Line of Business W ripen Earned on Direct Business Premium Reserves (deduc8 sale a Incurred Losses Unpaid Expense Paid Expense Incurred Unpaid Expenses and Fees
t. Flre..........................""........._..._.------
................"..-------....._...."......".."._.._.._. ................._......_... ....."__.._................_. ................._.._........ ......._..............."..... ...__........._....".."......
.1 lied ines....._._.-.........._..""--'-----....._-..-...."'........_-�'-----......"...----.....
..............-------.-. ...._-------'......-`-- ------'.._.__."'---- -----_.-----'-------- .".-'-----'--------- ---......--------'------ -------.- _
2.2 Multiple peril crop__------...._....._-----.__.._.
2.3 Federal flood-----------------..............................................................."..................._.................... ...........................__ ................._.._........ ....._..__..__._._........... ----------................... ---....._.................... ....__..........._........... ------
_
3. Farmowners multi a peril __"_. "...... .._..._"_..."...__.._.._"_. _
. He--.'
...".. ._._"_..__".........."_"......_.....""._.._......_"_. ................ _..._....................._. ............................. ..`_._.."._..............._._..._..._...._...__`.... ._."._.._.._.._..".._.......__...__."""._._..__.._.._.."..".."........_..__.."._.. ___.."."....._._.
4.1 Homwnrsmmultiple Peril ._..__._.____...
.._....."._.....__......._.-..__..._._...."._...... .""........_...`...."._._._....._..._..._ _.._.....`.._._.._._...__......._...... ......C mreI I uI6 It(Non(non-liability portion)52 Commercial multiple Peri!(liability ty ".._.""_._... .
6. Mortgage guaranty ..._.
.-.._....
Ocean
_........
.._._....."_
Inl
is manne._.__.............................................._._.._......_........."..."...........".....__........""..._... ._._._......._. ....._........_._._........ ..
10. Flnandal guaramy.........._.........................................................."..............
B 9*
Ia iia pro essiona a ilrty_..."__._.._.""..".._""........._...._.".......""..""._"......._..___"....__."............. ----_---_.."......"_..._.... .__...........____._..._ ._._.._._..____........... "._"_..."...._.._......_... ------_------------.""..__ ...---.-------------....----- ......._-___.......___.. __._------
..."."_........".------
_. ._._.."_"""...-----_._. ..
.art9ua e.........................................................................................._..........`.__.."............. ..._.......................
13. roup accident and health(b).._."_"."..._._-----------------------.."_--------------------"__..._..""._.........__.." _.__---....---....------..__ --------.._.------.---------- ----._.---....------.---.--- ._"..._-------------.------ ------ ...". ---------..__"".------.---." __----.."".---."_---."_._. "__".......".._"........._ ...
t4. Credit accident and health(group and Individual)._..._..._
.............................
15.1 ollPance]ely renewable
accident
accident and health(b)".................................."._"........................._"...... ......___.._..__".......... _..._._................._.. .---.........._......._._. ....._....---......."....... ._......... ...__"._...........".._..._ ................"_._....._. _....._._"._.__-.."_.... .._."."_....._."._."."..._. ."
15.2 Nornrancelahle acr9tlant and haatth(b)._..____.""._""_.""_._ - ......_.__.""_......_. ----.".."._".
Guaranteed renewable accident an eat .......-'---........._.......--'..............................-----. .............. �.
.4 omrenewa a reia[etl reasons Dory b)......................_..."".__"_.___.__.._..._-__......_._..________ ".. ._......_._."........_._..
(p 15.5 Other accident only ".............._.._.__"__ __..._-----------...._-. ._."_"------ ..."".""......_."___.. _....__"".....".__._. __..
y......................"__..._........_.."..............."..__..".___.......".........
15.6 Medicare Title XVllb exempt from state taxes or lee a.._..................._......... ............................. ..--_---_-..__.._.-__ -----------.__.------------.. .---_-_-- ----......---- .__....._...._......_-_.-- ------....----------....---.. ---------._.__------". _......... ............................. i
O 5.7 All other accident and health b _...------_"_."._.. _."......._. ------..__-----_.. _----_...._._..__
U-----.._......................-__...."...._.__..........__...._._._".._"._. - .. ". ." ." ..
Federal employees health benefits plan premium t .............................................................._
............................. ............................. ......._................... ...................._....._. ............................. ......"..__...".._.._...----- ..
i6. orkers'wrtpaltsation..__......................_......__..._.____.__._........"....._.__ _.._....__....._._.. _.._"_....."__..____._ _.....___............._ ._....___..._...... _..._.___.._....".____ _.._"_._.......__......
_._-_-_.."..._..._"....
.. --- .. ..- .""_"__------ ""_.....""_._.._."."__._ _.__""..........."_"._...__
1 .1 cher Uatbiiry-oaurrence----------`--_..-----------.".."....-----------._......---------------. .._.----._-'-----...... .......-----.............. _-`--------------.... ....._....------------ ....--'--'------....._..... -----.......-----.......- --.......__........_------ ..
---..... ........... ...................._.......O:her
Iry- ams made................_....................._._.._..._..._............_.........._.. 1,236.386 .."_.........10,776.732 ..._.._....................._ ..............5.323.017 ..............9.739.963 .....____..._5,908,228 .............12.794A71 _.....__.....3,161,559 ....."__.........(31,037) 5,685,70°
.._ ..____......_.. _
t7.3 Excess workers!compensapon._.._.....____"..""____.._._".__............."__..."..".....__....... ----------- _.__.._"_"........_.__.__ ..._.._._......_........... ...."___._.....__.____.. -------.------.._."_"_.__ ._.__......._...._._"___ . -- 565,842 ."...."_"_-""".251.204
6. Products liability........................... _..__"._ ----------------------_---- _...._._-..._...."
19.1 Private passenger auto no-fault(personal injury ProtectIon)----------------------------------._ "__....... "._."......._.--......_
.................. .""..._------...__._........ .._..._..............."._..__ -------._.."._._....."._."___
19.2 Other private passenger ardo liability ......................_.... .__.._..-..--_- _ __."_."_._...___.... _.""__.._..._._........ _ ... ...
19.3 Commercial auto no (personal i' ........................."_.. .__.....___._...._....._.. -- .- ...
IP *ry protection)............................................ ._.._......._.._........_ ... _......._"
19.4 Other commercial auto liability ............".__.__....."..._ .."......_.__......._...__ _ ____......_....__.._"..__ ___..._........_..__". _."
----------------------------------.._. ._.__. __. -- '- --
21,1 Private passenger auto physical damage......."......................................................................".. ......._..."................. ..._..............".......... ............................. ......................._.__.. _.................._......... ._. ....................... ._..........._ .."._..__"._..._........._ _.."..._"_.............. _......................._
21.2 Commerclal auto physical damage._........_.................""_"._------__.._.".--- --............. ...........-.....___.___... _
22- Aircraft all erns ....... ......._---.......""_.__. ___._....._._.__......_...
23. Fidelis -.._.....--_."-------------" ._..._-----.................
-
24. Surety .................... .........._................. _........._""......"_.. _...___.._...
26. Burglary and lhall....."....."..............................."......................................___....................._........ ....................... ............................. ._ ..
27. Boller and machinery".."..........................."..._.............................._.._... *........._......_ --------------------------.
Credit ....._ "_"._" ._.__.
30. warrant .................. ...... ....................... ..................__...
34. A r ate write-in::for other lines of business"..............__-----_------..._.. _ _ _ _ _ ------------.__.._... ---------------------_ ......------------..___ ....._..._..._.. ......"._._.......... ""_.__". ........._........"__ __------...."_---- _------_..._.......
99 e9 ._._.._"._."._"_"_._______......---__---------......._._. ---------------------------732 ""_..__...._.._..._...".0 ---------------------------D "......_.........733._D ---------------------------0 ......._.."__.__._..."_...➢ _._......_"__._"...."..D------------------------._D ...0
35. To
a 11,236,386 10 776 732 0 5,323,017 9 739.963 5908 228 12,794,471 3 161,559 - (31 037) 5 685.709 565,842 251,204
DETAILS OF WHI'rE1NS
3401. ..____----------------------------------------------------------
-
3402. --.... ........."._...._......_"...............
3403. ..........................................................................................__.._....................................."._..........._."_._........_
_......... ......_."...............
....."._"..__._.._...._-----_------.."_...."__.._".._......__..."
ummaryo remvning write-ns or ne nom overflow page...................."....._.........._.._.....D ........."....".._.__._...0 ......_..__................➢ ...."..._......._..........g ...........................D .__....._.........."..__._.g ......................."...➢ D ___ __
3499. Totals lines 3401 thru 3x03 us 3498 Line 34 abase 0 0 0 0 0 0 g g g ���""�'"O
(a)Finance and service charges not included in Unes I to 35$............."""_".__...214.451 0 0
(b)For health business on indicated lines report:Number of persons Insured under PPO nalagad care products ............ ............... and number o1 persons insured under indemnity only products
�li�IIIIINrlNii�I�i�IliNlllllil�IIII!lIIIIIIIl�Nllllii
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Grow)Code 1228 BUSINESS IN THE STATE OF Montana DURING THE YEAR 2013NAIC Com an Code 29513
Gross Premiums,Ilxluding 3 q 5
Policy and Membership Fees, 6 7 8 9 10 11 12
Less Retum Premiums and
pnuniunrs on Policies not Taken Dividends Paid Direct Defense
Direct Defense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Direct Premium Direct Premium. Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Contain Containnrenl Expense and Brokerage Taxes,Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deducfi salve a Incurred Losses Unpaid Expense Paid Expense Incurred Un aid Expenses and Fees
t. Fire.__._.. .....-.--._..............._-._.__-.__....-__-..-_.__..._..-__-__..._.-..-..--.....----._-----
------------------------------ ----------------------------- .............................. ............................. ----------------------------- .............................
2.2 Multiple peril crop--------------------------------
Federal
amowners mul
Iple POO..................................
__........................
omeowners mu epen-----------------------------------.--.-_.--.__ _.-..--._'..-.---._.--.-_--.'-_-.-._.."._..._----..--._..............._.-._-.-.-......-.-...' --......-.-...-.-.....-......-..-..---.-....._._._ __-...._---_....__......._.....-..-----_..-._....-
.. ............_..-............. .........-.-_....-_....._.-..-.......... ..---........--.__...-._
51
i
_..-__...._-_---.._......._ _._-....__.__._-..-........ .--.._.__...__.___-_......- .-_......--._.---..__...._ .__........_-_--.-._........ ---....__--.-__...._--_-.. �.
artnneml8lmultiple Peril(non-liability,porion)........................................................................ ............................. ............................. ............................. _............-._.........-_- -.......__-_.. ...._.-_.........--..... ..-..._.....-_.-....... ....._-.........-_....-_
.2 Commercial multiple ril liability ---------------------------- i
6. Modg.o guaranty ...................._....-_- ..._...___---....._______ -----------------
9 9 9 ry..----_.---.- _._---.--. _......--.__.__..._.
...................................................._-___-_......--..--.-_..-......----- .........--..-_._.......-.-_- .......-.__.-.-........__-_-. ....._-.--...........-__-.... .....-..--.---..........-.--. ......._--..-................ -...-.._......-..........--- _.--..-.._..._-..... -----------------------..... .....-----------------------
a.
Ocean madne'--___....""'--._-.._-...."".....--_......................---""----.....-----.........------..-.... .---..-..-.......-..--.-..... .-----..__---------"' ----._....--------'..... ------....._'-------"' '------_.------------- ---`--------'--
9. If land r1jus
t0. Financial guaranty ............................. .............................
71. a ice professional liability-------------------------------_-------------------------------------------------.---------------_ -.-.._......._.._._-.-..._ ----------------------------- --------—
.artqua e................._.-.-.__._--.--........__..--_...-_._....-.__---._......._..__-_.._..._._------------------------------ ............................. ............................. ............................. -__............_-..._....... ---.-......_.---.........--.
1 3
roup accident and health(D)..................'"-"-"".-...........-.--..-.........""'_"_......-...-_-.........-.._-.-....._. ............................. ............. ........-. ......-_-..........
._.._....-..._.__-_.......__. _--._....-.__.-__....._..--._
.-----.__.__.-.---.-_._... ... ..........___---....----_
Credit accident and health(group and Individual)___..................._--.._......_--..--......-.--.._-.__...__- -._...._._..-..._-__....... ..-_._......--.-_.-__......- _____. .__.--......__-.___.__..... __-.--.._.---.__.-..__
............................. ......................__....
15.1 Collectively renewable axident and health(b)............... .............................
5,2 .... .._.._ .._......--._.._._..._.--.
1 oncancelable accident and heanh(b).___.__..... .............----------------
154
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EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
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6. Mortgage -ant ...._......._..
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71. Medical professional liability ................._....__._. ......._.._................_. _......................_.. ..
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13. Group accident and health(Dj........._._........._._ .._._.._.__...._.._.___... ...............__.__.- .............__........
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other accidont and health(b)_......__......._.... .___..__.................... .._............._._........ ...__.__.._.._ ...__................. .__......_....
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17.3 Excess workers'compensation___............................ _........._.._.._....__..... ................_......._._.. ..._.__....._._._.....__. ._._........._......_.....
18. Products liability ..........................................
19.7 Private ---
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Gross Premiums,Including 3 4 5 6 7 8 9 10 i t 12
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2.3 Federal flood........................................................................................................................ ............................. ............................. ............................. ............................. ............................. .............................
3. Farmowrters multi a ril........................._..__-._.----.....__.-_.-......._..-_----.-.....-..-_.__..-_.__....._.-._.-- ......--.--.---........_..._. .........._.---.--.-......... .._-.--.-...........-..------ ........._--..-.-.........._. -....._.......-............. .....-._-................---_ .-........__.-_.---.-........ .......-.--_..-.-.-.......... .............._..-..-_.-...-. .--..-...................-
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52 Commercial multi Ie nil liabili -tion .--.__..__--.---.-_....__ --_-.._._..............._.: ----------- -_-..._._.__.--_.-.._...._. .--___.--..-_...__._-.-_- ._.__.--_.--.-......-.-._-.- _---__.__........--_-_.._.... -__..__-.---__........_..-- -.---._._......_.-_.__.-- -.--..-..--..-.........-..... -.__..---_..--..-. .
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----.................... ............................. .............................
Fl. Ocean marine...............___..--...__.-.-.__-_.-._-_.-__--....__.--.__...._._-.-__.._..-..-_.--..--.-_.-.._-..--... ..-...---_..-_.-.._.._--._. ..-.._..._._._--_........... .___.-...__......--.---._. _...-_-_-.--..........-.___. -.........-._--._............ - ._ __.-
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14. Credit awident and health DUP dnd individual _---.-_.__._..--..--_................_..._-.-- -----_..._..--.__.--_._-._ ___---__.___.__....--_- .._....___.____._.._-__. .-_.-_...__..__.---.--___ -.-
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1 .2 Non cancelable
accident and nealth@J._--.__------------..._--_._ --._._____._--.__.-_..__._-_--_ .. .-___- .._._...-..---.__.---....__ .--_.---..-........__.---.--- ..-..._.---__-....._._-.__-. .-._..___.._.--_............ .-.---._.._._..---.-.-__-._ ..___....-.-....-....._..... .._..._..-..--.--.-_-....... .......--.._..--..-.._..-_ ......._....�....._-.._
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15.4 Nonrenewablefor!:tated reasons only(b)............................................................................... ............................. ............................. -----------_---_------------ .-------------------------- ..._-----------------------._ -----------..__-.--.--.._...- ......--..--.--.------------- .........--..-..-_-.__.--..__ __...... .._---------_.-.._._....
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15.5 Y..-..._.-..._.-__tate---_._..._.-_.___.._...---....__._ .............................. ........
15.6 Medicare ilia XVIII exempt from state fazes or fees................................... ......._.......-..-_-_ .......__-._-............_- ..............-..-........... .---_-...._...-.-_-...._.. ..-_-_.---._.......-------_. ...._-_-______...._...- --.---......----._--.--. -- -.-----.._......._.__.___.-_ --------........_.. .. -.--...-..--.------.---- ......--._..__...._...
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15.6 Federal employees health benefile plan premlum(b)-.__....._--__ ---------------------------- --------------------_.--_.- ..-_----........--.---.-_.--. .__.-_.--_._....__.------- ._.....__.__.-_--..------- _-._.---.--.---.--._._._. ------._.---.._.---.------_ __------.__.------.---.... --.--.--_.--.---------- _----...-------------- ___.--..___--------- .._........._...........
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r compensation_._....-_-.-__...._-.--..__.__.__-._._...___--.-_....... .............._--_....._ _...--........._----.-_.-_ -----.--.-..........--.__ ---------------------------- .-_........._.--_..-.. ---.._---........-.-___.__ ........--.-..---......- -__._....____---------- ................._-........
17.3 Excessworks scoop - -.. -- - ... - .-. -. ..- .. .. ... .- -. .............._--.._ _._.._.._.__.--..--..
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1 .2 Other ivale assert er auto liability.................._.._._.---......_._--_-.__-_-.--___------__.--.--._..._.-_ ----------- . ..._.---._...__.---.--.--- ...... __-.-_-_-.-......_-._--..-.- ._.___.__-.--._-_.___-.- -._-.--..._.....-__-.---.-- ..-.......__.--.____-.....-. ...-..-...-.._..--..-..__-... .. _._------- ..._-.___...__-_-
9 A P 0 -
10.3 Commercial auto no-fault personal injury Protection)...._-_-_......_..___.........---------------- _------------------------ ----------------------------- -----------------_-__...-.-.- -__.-_-__...._-.---.--___. -_-.--.---.--.---....__.._._ -_.___.._-.-.--.----__._-... ..-._.-- -.---.--__._______-_.-- __-.._.._.......-__-_...-- -_-.--....._. -. ..-
P
a her wmmercial auto liability.-__.-_.._.-_.---.'_.............. ....-._."._-..._._.__.-- ...-........._.._..--_.._. ...-.-_.-..-..........--..-. -_-.-......_-_-_.--......... ....._-.-...- _........._._-.._._-....... ...'-._--__`__-'.......... -.-.__-........._.._. _-._.-___-..--_....... _....._..___--.__--..-
19. Other
...._.------"_.._...._._. .. ----------------------------passenger ___.____-.._-.--._-.- .._.........__.-..--._
P n9 physical .. -
21.2 Commercial auto physical damage.......................................................................................... ............................. ............................ ............................ ............................. ............................. ............................ ........................... ........... ................---.--.--.... .....---------_..---._ ..--.....--------------
Nr .
22. Aircraft all perils) ..----.._-.._..___.-__-__..._ -.--_---------------------_ ..._.._-.--.---._..._--..--- .._--------_.--_._....-._-- ._-.--------..._-._--.--._--- -_-.--._--.-----....__..__. -.._.....___.--.-_._.._... --.__--_.-_------..__.._ -.---.------_..__._-.___-__ -.-...-.........__.--.__ _-_-..--___-_-....._. --------------............................... - . .--
23. Fitlelit .---.._-__.._.............. ....._.____-__.........._ ._
24. Sane .-..._.._-."-.__...-__-_--- "..... .................__........ ..--.-..........__--__"-.... .___.--.-.......-.--_.-..-..- .._...--_.-.....-..._------ -...-......._-._-__-....... ._---................-."-_.. .........-_-._-_._-.__.-.... .._ ..................... ............................. ---------_--_..-..-....... _._.'_--._.._-'-
ty.....ndth-.___..--..-.._..___--_---------------___-.__---_-_.___-_. .. ...
26. Bu la and thatL..__-_--_._-_..--_._____._--..__-..._.--__.-._._..--.-___.__.-.--.-_.__......................._ ..-_.. .... ..-_._-_...._--.--..--.--. ..--.-_.--_-..._..__.-__._-. __..._-_-.--_-__.__.__..---- __--_._..._-----_-.---.-_. ...__.__._--.__.._._-.----- --._____---
---.---.--._ _____.___---.---._-.---._ ___.__._-..--.----_-.-_--- __._-.__._-..---._.-_-.--. --------
rl N ........................ ......................._ .._............._..---.__
27. Boller and machinery....................._.........-_._..........._.-__..........__...........-_.............................. ...............-_--......... ......................'--.... -------------------------._- ---------------_------------ -----_------------------__-- ...__._-'--_._............. .-----_--------_----------'-- ._------.._..--------.------ ... ........._...
.__------........................ ------------------------ ...___-_-._-------___---_ --------------------
30.
.--_.__......-..-----_-___. ..-..___-._-.-......._..__._ -__....._-.--.--_-..-.... __.__----.____............._ _.-._-.......-..--.---_ ...._.......-.-._..__..-..-_ ..-...............___--_ ............
30. Warranty--.._.__._-..-_.._._-__-.-..__....................__-__._.__.--.-......-___.---... . ..
30. Warranty-----.----------------ther....-......--busiines.....--............_-..----------._......... ------------------
-----------.............-_..._ .................--........... - ___-.0 ...............--..........D __--__-....................0 .......-..-.---............D __..-................._._..➢ ...............-.._._......D .......-....--_..-...-...-.D ...................-...----D ........-....--_. ---.-0 ��
34. Aggregate write-ins for outer Ilnes of business._............._....-.-._-..-...._..... ........._---_..-........D ......._....... ..._.._-...........---.--.-0 .....................
35. TOTALS a 0 D D 0 0 0 0 0 0 0 0 4,361
DETAILS OF WRITE-INS
3401. -.--___..............._---._.-.-__.._.-.--.----'_-..-.--..__..._---..-_-....__---__-__.._...-.._-__-......._.--..--.--.._..-.-._....-_._........._-.---.--._.....-..-._._.___...._--__.__._......__..--..-..._......__.--_............-._..___..._..._..---.--.--..........---.__._-...-........-.-.---__-_-._........._-_._-_-.-.-......._.-._.__.--_.--._--_....-..._........_..--.-....-..---------.....__--..--.---.._.-
3402. -_........................_.-__.....-..--._.._...-._.-_-............._-........__.._-_......_...-.............-.._.----_----------------------------------------------__........._-.--.-_-.-........--.--.----........-.___---_
3403. ---------------------------- ------------ _....._.....-_......-_.--..............._.._........._......................_........._......`_-.___-.........._.-................--_..........._.__._.............-..--.--..............__.._...........-...-..-_-_-.-..._........-.-..--..-.......-..-.-_.-____......................-..-...-_-.........._......_.......--..--_..-.._................_._
3496. Summary of remaining writrins for tie 3fom overflow Page-._--_.__-_......-_.-___-----_-___-__.D----------------------------D ....._--.--._--.-_._......_D ----------------0 .---_____.___.._..-_-_D __._-_-.--__.-.__...D _-__.--------.__-----_D --.--_.__..__.__._--.-_➢ ..._-.---_--_-..._.__._.D _.--.---.--.-._._...-.....0 -------------------------0 ..............-.-_-..-..-0
3499. Totals(tines 3401 thru 3403 or 3x96(Lina 34 above 0 0 0 0 0 0 0 0 0 0 0 0
faJ Finance and servke charges not induced in Unes I to 35$--------------------------------------
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products -------------------------------------- and number of persons insured under indemnity only products -......................................
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance �IIIII����a�I0IiIN3�llllll�l�lllil�lllli�lllllll�
utua Company
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF New Jerse DURING THE YEAR 2013 NAIC Company Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 11 12
Policy and Membemhip Fees,
Less Realm Premiums and Direct Defense
Premiums on Policies not Taken Dividends Paid Direct Defense Direct Defense arta Cost
1 2 or Credited to and 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
Line of Business written Famed on Direct Business Premium Reserves (deducting selvage) Incurred Losses Un id Expense Paid Ex ense Incurred Unpaid Expenses and Fees
1. Fire.................._....... .. ._...__.._._.............__ ._...._........__........... ._..__.._....._._......... ..........._......__....._.. _..._..._.__.........-.__. .._... __------------.------ ...__.-"'__.._.--.--. _
2.1 Allied lines......_.___.......__..........................
2.2Multi le part crop
__........... ........................_.__ ......_............_...... _.._.................... ..............._.._...
2.3 Federal flood_.._._._........-------------------------------------------------.........__......_.....__..._..__...._... _.__._..._........._.._.._ .....___._._..._.__........ ........_.___.___....._... ....._............_..__.._.. _...__......___._...___... ...__.._......__._...__ ............
.._._.____..._. ..
3. Farmowners multiple peril. _......_.........__..... ._.........._._...._..._.
4. Homeowners multiple Peril............................... - .. ..........................
. .... ...........................
5.1 Commerclal mufli le rli non-Ilabili onion ------------------__._._ ....._.__...._..__.-_-_. _....._.__.__.__..____.... _............_.____.. _..._._.
----------------------------- ..___.._._.....__......._ ____.._........._._......... .._._..._..__----._.------ _._...._.._......._....__.. ..._._......................
5.2 Commercial multiple peril(liability portion)............................................................................... ............................. ............................. ............................. ............................. ............................. ............................. ._._....................._.__ ............................. ............................. ----
6Mortgage guaranty
w ..._.____._._.___._.....___..._ ._......._.._
Oceanmarine........................................................................................................................ .............................
9. (Mand marine....................................._....._._._`._..'..._..._....___....___._.._...'_..-.._.............__...._... ......._.._..._._...__..._ ..._............._........._ .___.._._.......__._._._..._ ......_..._._.'_._._...._.__ ._..___..._..__.....___._... .."..".__`..........._... ...._._........_.._......_.._ __._._'.._..__....._____.`. .._..........._.._.........__ ..__._.... '.
10. Financial guaranty ------- ------------.-----------..._ -----------------.--------- ._..---._..---_------------ ----- . -----....------.------.---.- _.-..---._..---.._.--------- ------__-- -----------....._.......... ......__.__._........._
11. Medical professional liability................................................................................................... ............................. ......_....._...........
72. Earthquake ..._.. ........._.................. ..................._._.___._ ........_.............__._. __......__....__......
f3. Group accident and health(b)..........__..._.._. ..._.............__ __.
14. Credit accident and health(group and Individual)......_........._.....__.____.._------------------------------- -____._..__-------------- ------__------..._-..-_--- ------__...._.....__------ -----------------------..... ._......__...._.._--------. --- .. ._..._ .__..__..__.._. _.._..._._------------------ ....._...........
i .i Collectively renewable accident and health(b)------------------------------------------...................._._....._. .._.__.__.._..---------.... ._._.___.._......_.__.._. ...._.._______..._.. ............__.._..__.---. ----------.----------------.. -----_._._...____...... ------------._.__..._._.._ .......--------------------- ..............._..... .._._..........__-------
15
.2 N-car-lableacadent an health(b).................................................................................... .............................
15.3 Guaranteed renewable accident and healthlb)--------------------------------------------......----------------------- .._--------------__.._.. ----------------------------- --------------_------------- __...._...__._...._....... ._..._..._.____..._..._... ...._.._._.._____....... ._.._._._._._..__.__....._ _.._.___............___... __..__._........._.___
15.4 Nonrenewable nor stated reasons only(b) ----------------- ----------'- -
........................_.._......_........ .._......................... .........._...........__..._ .__._......._.............. . ----------------_.------.. ....._............._._.._.- -----..........._._._.... _ ....._..-----........_
15.6 Medicare Tiffa XVIII exempt from state taxes or fees__....._-----------------_------------._.._.------.._......_. .__....------..__...._.._ ..___------------.____._. ._._._------_.._._...._.. .__....._..__._..__--..... .__.._....._.___......_._._ .._._.------....._._..._-- _.._....___...___._._..__ _........._.__..__._.. ._-------
---
.........
L15.7 All other accident and health(b)........................................................................_......... .. ......_.._.._...... ._.._.._........._...._
15.8 Federal employees health benefits plan premium(b) .._------._------_.._..._ ----------------._.._.._.___.._----------- -----------------.--------- --------------------------- ----------------------------- -----__..__.._._.__. _..___......._._....__._ ......._._.....__.__.... ...........__...._....... ....._....._._.......
16. Workers'wlnpensation..............................._........................................................................ ............................. ----------------------------- __------------------------- ............................. ----------------------------- ............................. ----------------------------- ............................. ............................
17.1 Other Uability-occurrence---------------------'.._..-.--.-.-..._------------------------------`--------------------- ....................------- ............_..`------..... ............_._..._...---. -----------------.-.--_.-_. ------'--------------------.- --------------------------.- .........
'------------------- --------
'---
-----....------
_------....._.---._._- ....._..------'--"---- -----......--------.-----
17.2 Other Liability.claims made..___...._.....______ - _.
.3 Excess worker^,'conpensaro .. ... . ... ........................ .......................... ........................
18. Products liabilit ............................. .......................__-- ._.... ..._..._......... ..............._.._....
19.1 Private assor or auto no-fault(personal injury protection) .----__- ...._..............._.-- ----------------------------- ---------...._.__._.._. ....._........_..._... ----------------------------------- ...._..__.__...._.._. _.__._........._.._._..._ _......____.__..__._ __........._._..___..._ _.___..........__.... ....._.._.....___.._
19.2 Other private passenger auto liability................................. .. .. .. _...... _..................._... ........._........_..._
................................................_.. ........................_..._ ..._................_..._-- ....._.................._...
19.3 Commercial auto no-fault(personal injury Protection)--_....__................. .. .. ............... ........__
19.4 Other commercial auto liabili .__...___._.___..._.__.. ------
__....................__ ..___............. ..___.._.._.........._
21.1 Private passenger
auto physical damage .. -----_..._..._....._. -
......_--.........----- ------..._..._-------- .-----......_....__----- ........-------------- _.......................-- -........................ ......_...__............ ......__................
21.2 Commercial auto physical darnago.................... ............_._"...........
22. Al-aft(all perils)_........-----
...................................................................._......._....._............... _ _
23. Fidclit ._.._.....__..__._.__.._._.__._ ....................... ........................ "`__...____...._-..- ........------...._---- ....___---------------- _._...___............... _._._...................._ _......._..........._.. _. .. ......
24. Sure � -.._........................ .........__._...._....... ...._.._.___.__........
Surety..............................._......-----.__._._.. ....12.585 .....................8,873 .......................... ..7.995 ...._._.__....__.___..... .._.....'__........_.....
26. Burglary and than........_-.__. .............._----, ................----
27. Boller and machine .................___...... ..........__......_._.._._ ...________..........._ .... ._ .........._..___..__. ......_.__......_....._
......................__.._ .._.............._........... ..........._...._._......_.. .__...._............._.__._ ....__..............._.___ ._........._._........_.__ ..........._._..__........_ ..._................___... _..........._._.............
28. Credit..................... ........._....---
......_... -----
.---
..............._.... ....._..........---------
.---
............................. ..........._................. ............_.._..._..__.._.. ..................._._.._.... ..........._._._............. .........._................. _.__................._._...__ ..._.._...................... ........._................._.
30. Warranty....-__....................__......__._..._..._.....__.__._....._........__
34. Aggregate write-ins for other lines of business ---------------------0 ----------
......................
35. 'TOTALS a 12,585 1 8.873 1 0 1 7,995 1 0 1 11 111 0 0 1,166 758
DETAILS OF WRITE-INS
3401. .............................................................................................................................................
3402. ............................_...____......_........................_..........
.............._.......__._.._.._...._. --------------------------------__._..._------._.----__----------_------..._.._.._._.__.._.._...__._...._..............._...._..__....._...._..._.
3403. --------------------------------.._.................. ...._......_............._._...__..._..._...................................................................__......_._.._............._._...._................_.........................._...................._.._......................................._......................_.__..._..-----........
3498. Sdm s of remaining writrIns for Una 34 horn overflow Page..._........................................D .._..__._.__............0 .............. _0 .__........._............0 ..------------------_-...0 ---------------------------0 .. ..0 --------------.....__...D ........._..........____.D ... ...➢ ..------_._..._ .....0 ......._..__. .....D
0 0 .._. 0 0
3499. Totals Lines 3401 lhru 3403 us 3498 Line 34 above 0 0 0 0 0 0 0 0
(a)Finance and service charges not Induced in Unes I to 35 S......................................
(b)For health business on indicated lines reporC Number of persons insured under PPO managed care products ------------------------------------- and number of persons insured under indemnity only products _-----------------------------------
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company'
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF New Mexico DURING THE YEAR 2013 NAIC Com Dany Code 29513
Gross Prom—,including 3 4 5
Policy and Membership Fees, 6 7 6 9 10 1 t 12
Less Return Pre,Hums and
Prerniums on Policies not Taken Dividends Paid Direct Defense
Direct Defense Direct Defense and Cost
1 2 or Credited to D
DireU Premiumand Cost and Cost Containment Commissions
Line of BuDirectDirectPremiums Policyholders Unearned Direct Losses Palo Direct Losses Direct Containment Containment Expense and Brokerage Taxes.,Licenses
1FireBusiness Writlen Eamed on DireU Business Premium Reserves (deduce salvage) incurred Losses Unpaid Expense Paid Expense lnwrred Unload Expenses and Fees
. Allied lines ............................................................................................................................................... ............._.__.........._.
2.2 Multiple edit a .. ............................. .............................
2.3 F
actual o ................................................_.........
armowners rimillple peril.
............................. .............................
omeowners mu bele peril.---�................................................................................_............... ............---.-"..........- ""-..........._.............. ......................._..... .....---................. . .._...._.......----.......--- _ _
5.1 Commercial multiple peril(non-Ilability,portion)-.__._._----------------------_------_ ------._..._.._...------ ............................. .._.....__....._......._ ..
.---- _ . ... ..._............._..
5.2 Commercial multiple peril iliability,potion)..._........ --- ,--..-_---------------__..
..---"................_...__.... .._..........
6. Mortago guaranty . ............... ............................. _....................
..................................................... .............-----' _...... -----------
.........-........-------- --------..._.--------- -------------------_---- --------------------------
n""'
.._ -
Ocean
--------------------- -------- -----------'- ....-' --"-' "........--
- - - - --
Inlandl
iguaranty ..................-----._....----------"_'_.-'----..................---_..._..-------........... ......-----'........._..... ...__..---......_._.......
10. Financial guaranty..............................___ ...'..._ _ ..
..._............................. ..._..._.....__._ _
11. Medical professional liability-..... ....___.................._ ......_...._................
,2 Earthquake
1 3
Group amident and heahh(6)_.__...__.._._ .._............CreditCollectively
1 ,2 oilcctively renewable accident and health(b)----._.._......_____. _____-.-_------------------
able
accident and heatth(b)-----------..............................................................___...__ ..._........._.._..____... ___........___........_.._.. ...._._....._.............. ......_.__............._..... ....._.._..........._.......
i 5.3 Guaranteed renewable accident and healih(bl.............. .........._........_........ .........................__.
� 75.4 Nan-renewable for stated reasons any(b).---------_-------------.
lD 15.5 Other acddent only ...___
-......_.... -- _.._........... .........'--.......--. ...................----.__. ......._.._..........---. ......._.._....----....... ....----
Z Medicare Title I exempt hem state lazes orhos
....`.'_.-.........__.-_.'..`-'._._..........__.._ -___-........._.-. -...._.
.r other accident and health 6 _
( is ..._. .............................
t . o(kenderal empbyees health benefits Plan premium......................_........-----.............................---------_..._..------------ -----------------------------
----------------------...__ - .........._.._.....__...
or ers mmpensation...--'---------""--'-_.....----..._...._----------`------- -----.._.---------- ---------'-------- ---------'--------.'.-- ---....--------'-...---- ----...--------_...
Othera try-oaurrence..--................-------........_..----.........------_.._...--.............._a......... _-..__...._............... ............---......_---. .............._......---.._
--...87.733 0,645
7.2 OtherLiabilityer amsnsatiomade............................................................................._..__ ..._......_......947,305 .___.._....._...__440,306 ...._..__._.....649.500 .......__......1.586.502 ---------------1:467,6 ..........._._1,0➢i,884 -------------- .._...__..._1,123:762 1506
45 ....._.__...._...32.720
7.3 Excess woihers'cornpensation._............._...._._....__...__.__..__...._.._......__........_..___.._.............. ...............__..._._..... _..._._.____._._._...._. _..___..._....__......_.. ........._._...._._......_. ._.....___._......._._.......
1.1 tivaro passenger auto no-fault(Personal injury protection)__.................._............__..._.._....... ----------------------------- ------- ____..._..__.........._....
.._..---------..---------
.-----._-"--..._._......_ .__._.-------...__........
19.2 Other private passenger auto liability .._.__..
10.3 Commercial auto rte-fault ersunal Ir'u ........_-----...._._.....
(P 7 N Prolectlon)_..._.._......................._ ._..._...._-___.
._-......"_...............
Other commeraa auto liaUli ___________---_____________
21,7 Private passenger auto physical tlamage....................... .-----
omrnerclalauto physical darnaya._._................_....__................_...................----------------------- ..............._..___..._. ......___......_.___.__... .._...._..._...._.__.__._. ._......____..__...._._.. --------------------
22
-..._.. ................_.._.......
Aircraft ref perils)............._........____....._. ........_..._...............
23. Fidelis _ ------------------------------
-----
24. Sure ..........._.._...
..._..._.._._.__.._...490 ........................._..
__............___......._____......._...__._..._._....__...__.._......__.___. .._..._........._._..383 .._..___..._._...__....._. ___._......_..._.__._.818 .._......._._.............. ........._.____..__.._..
........................
..... .........................91 ........_......._..__.....16
26, Burglary and theft................................................................................................................... ............................. ............................. ............................. ............................. .............................
27. It
and machine .........................._. .---...._._..._...___.... ......._.
30. Warranty._..........................................-----'
............................. ...
34. Aggregate write-ins for other lines of business--------------------------------------- _._......__......_.._... .__.._....__........_....
_....._...__..............D .............._.__.........0
.PALS at ...........................D ...........................D
988,223 941.7 D 441,124 649,500 1,586 562 1.481,669 1,007,884 1,645,040 1.123.782 150,736 32,736
DETAILS OF WRIT E•I
3401. _............._...._._.........
........................._.-----
_........_...-----
..................._.------....._._...._.._......_._......._......._.---...-----.......------
....._....---
.------
.._---
.------_._.............._......._.._._._.._._........._..............._.__.........................._._.........._....
3402. ........................................................................._................_. -----------------------
.._.......__"..._..._""__...... ......__-
499. ummary of remaining writrins for Une 34 from overflow--page-
age ....................._._............ .............................__.......................D .....
.................. .._.._.._...D ...........D
.............. ................ ...........................D
3499. Totals Lines 3401 Mru 3403 us 3498 Line 34 above
0 0
(aj Finance and service charges not inGrzietl in IJnes 1 to 35$._...............__...._..11.7 0 0 0 0 0 0 0 0 0 0
(b)For health business on indicated tines repon:Number of persons insured under PPO nnanaged care products ...................................... and nutroer of persons insured under indemnity a11y products
� �Illlnl�� ll�llllll�lllllll
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company INI�2 � llllllll��lll�f
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF New York DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6
Policy and Membership Fees, 7 8 9 10 If 12
Less Return Premiums and
P,rdums on Policies not Taken Dividends Paid Direct Defense
Direct Defense Direct Defense and Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Dined Pren9wre Dirod premiums Policyholders Direct Unearned Direct Losses Paid Direct losses Direct Containment Containment Expense and&okerage, Taxes,Licenses
-Line of Business Written Earned on Direct Business Premium Reserves (deductingSalva a fnwmad Losses Unpaid Anse Paid Expense incurred Unpaid E erases and Fees
1. Fire.................._............. .............
.........
.............
..............
......
........
_........
2.2 Multiple part crop.............................................. .-..-..---"_...._._...__..
2.3 Feder ................................... ..
armpwners multiple per .......................
------------------------
4
........_......_ ..
omeownersmultiple p�i.........................__............_..._............._.._..............................._........ .
............___._..........._ ............................. .__............--------------
..................._......... __.........._._......._......
5.1 Comnerclal multiple peril(non-liability portion).._...._..._._..._. _
...."_.........._--------------_------........_ ..--.- __-__..._-___..---.-------
5.2 Commercial multiple pent(liability portion)......................................... -.-.................._...._. ..._......_........__...... ........_ ..
6. Mod a e uWanl .........._.................
a.
Ocean mar lie_......... ....................
10. Flnandal guaranty_______...__.__._._ "
II
. Medical professional liability V..................................................._................................................ ............................. ..............._..___....... ___._...
.anhquake
13.
roup accident an a (b).__ ....__................._....__.._."... --------------.---------_ ..._..____._......_....... -------------....---._.--- ......---......"
14
Credit accident and hoafth(group and Individual)..................................................................... .......__-_ _.....
�.
............................. ............................. ............................. ............................. ............................. ............................. ........... ........_..._..........
.1 Collectively renewable accident and health(b).....__-------------------------------------.------ .__..._......_......._.... '
. ....____---..._. ..._......._............... ----...'------.---------..... .------_..----------
------."-- -----------------
------..-------- .___._.--
15.2
uamnlee a le renewable
a and accident
h..............................._..............__.........._....._......_..__....._. _..._._..................
1 uaranteed renewable accident and healih(b)............................................ ............__......_.._.__ �........._._......._.......
............................. .....__...._._....._._...._. ..
t .4 on-renewable or stated reasonsonly(b)._....._____.
tD Ther accident only... __._.._........ .... �.
..................................................................... .------------.............. -----
Z 15.6 Medicare Title XVIII exelnplfromstateta es crises...._....__._....__.................._._..__..____......_. _.._..................._...._ ..................._.._..__ ....._._._. .__. ....___ .___..__._. ._ ..._._.....__......._...__..
� .r other accident an au O.._...___._....._.-_..
_...-----.............-----...- '-- .....-------------...... ---... ----------
--........._._...
15,13 ederalemployeesheakn benefits plan premium(4)......---------------------------------_._....__.-----... ._...._........_.._.__.___.
16. or ens c¢rtpensatiun.---------'---------......-----------'-----------------...-----------....... ---------------.... ---------".---'-------- �'---------------------- ---...--------..._.__ ----------_.--------_.- -----------....._--- �.
1T.1 Other Uability,-occurrence.-----._............................_.......... _.._..-
............................. - ..------'---- ....'--
s made
t ria Try.damensalon-----_-------------.....-------.._._...-------------------`-'---"------ ---------..._---._...-- -------------------' ------------------- -'------------_.----- -----'----------
.......... .. -- -----------------
xcess won ens'compensation..............................__.__......_....._._--------......_......_......___.__... _.___........__..__._.._. ......__..___._.._.._.._._ ..._....._.._............._.. ...._..._._..._............. __............_........_... __......._................._ ......._......._.._.._...... _.
16. Products liability....................................................... _..........................
------------------------- ------------_...-----_._. -----._._..---------...... ------------
. ......_.__------......
19.1 Pdvaro passenger auto no-tault ersonal in'r ----------------------- ---------
P r9 (P NYPrWection)___._.._._.._....._._.-----..............__------ _.._.__..___...........__ ......_....___........__.___ ......___....._...._____ _........_._....___._ __.......,.__..._.._..._
19.2 Other private passenger auto liability .. ....___.................._. ..
............................. .--------.........._..._.... .--
19.3
Commercial
no-fault(personal injury Protection)............. "--"------
_"19.4 ..-__
Other commercial auto liability------------------------------------------------------------------..........----..._------
ovatepassenger auto P Ys1mi damage............._............................................................................... .....__._..........._.._._... __ ....._....
21.2
Commercial auto physical ama9¢._.__._.._...__.._...__.....___._........__.........................__.._..._..__ _.....__.__.__.._.__.._.... ._.._.._.._........._.__. ......_.__.._.___._...___. .___......._.__._...._._.. .____....__.....__.....__. ._.__..__............._.... ._
22. --
Aircraft(all perils}.........................
................................................................................... ..................._....
24. Sure
_..__. ._...
26. Burglary and IhaIL........._........................ -- ...
-492
27 Buller and machinery------------._....._....__.
30. Warranty.........................................
...........
- Aggregate mite ns for other lines of business..._._..____...................._.........._..._..__._..___.._..D .._......_..____......_..0 ........._.__............_D ....__......D ......__.._._......_.D ➢
D p 0 ............... p .__._ 0 0 .......➢ ..........D 0
35. 'TOTALS a ..... ........................... ....................
........................... ........................492
DETAILS OF WRITE-INS 0 0 0 0
3401. ..................................................................................
3402. ..............................................................................
3403. .....................___.....__._.__.._.._.._._
.._....._..._......_. ..._.._.._---.__...
3498. Summa of remaining _
ry A car e-ns or lie nom overflow page.............................................D ...........................D .._........._..'--__...-D 0 -------D .....--'----D D
.............. ...................0 _.....D ---.D
3499. Totals Lines 3407 tnru 3d03 us 3498 Line 34 above 0 0 p ...........................p .....__............ 0 0 ._.._.._ ..._._...__........_ ...._.._.._._.._..._ .._....._.....__..__.....D ......_............_.._
.._0 __....._.._......__.0
(a)Flnanco and service charges not inGided in Lines i to 35 S--....................__.._.._..... 0 0 ➢ 0 p
(b)For health business on indicated lines repon:Number of persons Insured under PPO managed care products .... -. and number of persons insured under Indemnity only products ..__...___.____---------------_..,
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com arty?? IIIs �IfII�I�0 �III���
P Y
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC GroupCode 1228 BUSINESS IN THE STATE OF North Carolina DURING THE YEAR 2013
Gross Premiums,ship r ng a a 6 NAIC Com an Code 29513
Policy and Membership Peas, 6 7 8 9 10 17 12
Less Return Premiums and ,
Premiums on Polfoies not Taken DiAdends Paid Direct Defense Direct Defense Direct Defense
t 2 or Credited to and ere and Cost
Direct Premiums Olred Premlums Policyholders Direct Unearned Direct Losses Paid Direct Losses and Cost Containment Commissians
Line of Business Written Direct and
Containment Expense and Brokerage Taxes.Licenses
Famed on Direct Business Premium Reserves (deducD Salva a Incurred Losses Un id ansa Paid E ansa In
Unpaid t. Fire._....................................................... Expenses and Fees
.t Allied linos_.........__...._...............
2.2 Multiple aril rx .._..__._.._..__._......_ ............................ ----_...__.....__._._ _.._..
F P op......................_-_....__-.-..__----_.._-----...._...._...._.-.-_-.- -.._..__._..._......__.._.- __...._. _...._..--.._._.-._._
Federal flood
tarsmultiplelperil.._....._.----------------------------------................... ..-
.........-------------------
omeowners mu i e Per11........_. ............................. .........................
.I CO,nmarclal multiple part(non-liability portion). ... ..... . _._ ............................. ........................... ............................. _.._......____..........
...
..........
__...
..._.-..........._....... .......................
................_.....-.._.. _._.._...____..___..._ ........ ......_._. ...__......._ _..___.___-__......... _..._...................._ ............................. .............................
Commercial multiple (liability portion)............... ----
...... .6Mortgage guaranty...........................................................................
---
n Inland marine ........................................................ ___.__....__.__.__._..._. ...._. ..........._.__ ...-.....'-.-._`.-
10.
Financial guaranty ..............._._..-_'.'._-_-'---
9 Y..._................................................................. --- ...._..
e ce ro esslonal liability .,_-------------_--_--.__ -- -------_...-
....
Group accident and health(b ................._.......... _..__._..._......._..._._..
Credit accident anti health o and Ind(vidual _.___._.._.._.._____.... .._......................... ...........------------------
5
.......__.....__ _._-. ......_......_..___
de W )._.............................__...... .. .__._ _...
5.1 Collectively renewable accident and health(b)................... ............................. ............................. ........................
orrcance a e accident and heatlh b __.__..__.__..__.......... ......................__._. _. ..____..._.
t Guaranteed renewable accident and heal[h(b).................... ._.._..--.........-.-.-_.... _.......___................_ ._........_......_...._.._
15.4 Nonrenewable for slated reasons only(b).__...._......_._ ............................. ............................. ............................. ............................. ...._..................- _......__.._....
cp 15.5 Other accident only..._._..............._..._ _...._..._._.....__....._._ _..------
.__..........__....
5.6
Medicare Title exempt from state taxes or tees......................................._..........._........_ --.--.....__
..
1 i All othor accident and health b -----.-------.__---- __.___-..-_.-.----.- ___......
.....___._.. _
15.8 Federal e. la eea health benefits Ian remium h ............................. ............................. ...........................
i orkers'wnpelrsatlan......_._...._................ ...._............. .._...._.__....._......_
..
------------------------
17.2 Other Liability.claims made................. -. _....._......._.........
7.3 Excess woMers compensation ..........................._ ___.....__.___......_.
i6. Products liability ........
-- -----------.-------
...................... - ' ................._._..... ........._................... -
J Private passenger auto no-fault(personal injury protection ..___. _.... ..--._....._-......-..._
79.2 Other private passenger auto liability_..---_.. _ _ _ ...............--.....- .........-_...._.._._
.._.............................
t Commercial
auto rodault(personal injury protection) ................
t9.a Other commercial auto it .`................._......_ -...._._..._.___..__...... -`..............__-`.... -..._._-_...._.-'._...._ ......._..--...._ .__-.........-....__ -..._
21.1 Private passenger autophysical ......._____............... ....................._......
_..
damage........................................................ ....................__....... ..
1. omrrorcial auto physical damage._._................._......__. ._.._......_...._.._....... ...._.....__...............
22 intra (a arils ._`........__.._-....-
21
2d. Surety—.`......-....._ .. ... ..................-.... - ...-....`-....-....__
....... ...
.............._..___....__...___._.._ .._...__._...126.523 ..1 16,177 '
_......
26. Burglary and lhefL............... -_-.......__. .__.___.____._.._... .._._....._..__.79,67 ....__....._...._.._.._. ......-_...._ ..._...._--._.
000 ..
._.....641 ...................1
1,243).....................2,000 ...................37,3
... ............................. .............. .....................5.272 '
Boiler an machinery_...................
._.._.__..... ........
30. Warranty ----'-------...------. '- ---------. ..... ............_........_ ..-----.._..._......._ ......_..............
.....
....... .
d. Aggregate writefns for other lines of business._._._....._------.._.__ .............-.-........_--
35. TOTALS a __...._..................__..._.._.._.. - -__-___._.___.._........ __ ..➢ ..._---------------------- ....._._._.....__.._..._... 0 _....._....__..._. .. __.....___.._....._. __............._..._
126,523 116 277 ........................... ...........................
....D ...........................0 ................._...7,3
0 79,767 0 .......................
0 6.000 641 0 ...........................D
DETAILS OF WRttE-INS (1 243) 2000 37,3 5,272
3401. __.
3402. ................................................. ....._......_._._......._._....._.._.........................
3403. ......................................................
. ._..____..........................._____.__..._....__
fe-Ins
3496. Summary a 3401 in0wrl03pl for Una 34 from overflow Page_............................................D ...._.._......__.........D .........................D ..........._.............➢ _ -_...._.........._....._ _.._.....__.----...._.-
3499, Totals(Lines 3401 mru 3403 us 3d98 Une 34 above - ---------�•-➢ ---�-----•----�---..--_0 ----p -
0 0 ...........................➢
,al Finance and servke charges not InGutled in Unes 7 to 35$------------------------..... 0
(b)For health twsiness on indicated lines repot:Number of persons Insured under PPO managed care products _........._.._._................... and number o1 persons Insured under Indemnify ally products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Com Iay
NAIC Groun� ��IIIIIIIIIIIIp�IIaII �IIIIaIIIIIgIIIIII�IIIIINI
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14) p Code 1228 BUSINESS IN THE STATE OF North Dakota
Gross Rertuu7 Inclutling 3 4 DURING THE YEAR 2013 NAIL Com an Code 29513
Policy and Membership Fees, 5 6 7 8 9 10
Less Return
Premiums mid 11 d
2
PrerNums on Pdicies not Taken Dividends Paid Direct Defense
t 2 or Credited to Direct Defense Direct Defense arta Cost
Direct Premiums; Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Lasses and Cost and Cost Containment Co mi Bions
Line of Business Written Famed on Direct Business Premium Reserves (deduce selvage) Incurred Losses Un itl Expense Paid ExpenseContainment
and
s,Licenses
ue.torr-"_"."....-..."".__.. ..... rage
.........
.""........"""....._.._"..... "...... ...................2.2 Multiple edl a ...""......__"...".""....... _...."".""....-""...-.""....
..__....."__..."".__ -
"".__. ."_..__..."..__ .trot_"__.__.__""""....""". ._... -"___.__."." ..."""..._""."._""."._""_ _--"torr_"".__.""roto.."""."_._"_..._._� ..""..__."..._."_....."root ..""....._. ""...2.3federal flood.."._."".... ."""................._""...... .._._...._"""_...__""".. ...".""".."."""........" _."."------------------- ------ ..3. Farmownersmultia ........."_........"..."_"_. -"."......".__....".."...... .__.._..".___".perI."..._..."....".."_._..."".__..._."._._...". ...""..._._"root..""..""..."""""._...".""4. Homeowners multiple peril .""_.."root.. ......................... _____..._""torr."_.. __."_"".__."_"....." __"."...___.".-.rot_ _"_.-.""._ ot_"..5.1 Commercial multi le nl on�IlaMlit n .. .5.2 Commercial multi le mil liabili -".".._..""._ _"_."..."torr.."_"_. .._"....."".""....."".""".... ."....".""._ _"."_."._".._.P Pe ( ry Portion) .""..".._.."... ..."....."..."...".6. Mort a o uarant9 9 9 Y... .""....." ....".......8. Ocean
r:Anne.."."..................."". ..-_-torr__-__...__...._. .__...""....""__......__.._-"_..".."".._"....."".....-" .-- "_.._...._. . .........
._.-___"_...._-__"_".....""". roto"_....-"_.__..._""_..._""
9. 1na marine"""."...__.___...__._._._".""..._....""._...__"__....__._ .-.-_"..-.."".....""."...."."
0. Financial guaranty...".........__. _.."..__""....._......_".__ ...._"".....""..._.__.. "................"..._..
_.....".."...."._"....""".... _......"."._."._-------- -----""._..-.-------._.._.
11. Medical rofessional liabilit .."_...".."._...""."......... ........_..""trot__"""... .__._.__""__.. ..._.
_..._."_"roto_".____"..._ --"."root_"....."_."".._
""._..."."".__..".."root"""" .._"._"..._."_."_..._-"_".... ."".-_......_.""".._"......."
12, .artquake_.""."....__"roto .--.-......"""._-___""_..... "_.....__"...__"....._".___
trot_- ""... _.
..__......."_......""......_ ....."""......".............. ."_.._...__
13 roup accident and hearth(b)....-".""__...._"_.""....""_ "_...."..".......__"......". ....._""_......_"........ .....---"_."..._"......" ""_...."""."_...
roto-._"."".._..""..""trot. .."""""._""___...."__.__._ ... _ _
4. Credit accident aril health o and indlvWual ..._. "_. __.___.___._--_.__._"". ot".."..._""""....__._ .__-._.--..-_--..-__".._ _..".._"..._"..__"._.. _..._
___...."_root"._ ..-_"."..."_."" __"."".._"._".__._..___.
15.1 Collectively renewable accident and health(b)._.......""........"................ ."_".""....._"........." .."......""."_......"."- ......."".. ......_ """...."......."_....".. .-""........."...... _.....".._"....._...".." �.
15.2 Nan- I � ..........................."."......__ _..-..""."".."
car ce a a ace Brat and fleatth(b)__".."__-.""._"._-"""._ _..... "__...."_""torr__""_root. ...."_."r000rr. .__-.--.- _...".__.""._"......_"_
trot._"" __... "torr.".....___"_ _""..." ._. ._. ".
root"".....""...._.."" _.. . _..""___""....-_......"" ..""._.".._..._"".. .._" ._
15.3 Guaranteed renewable accident and health(b)__......".""...._."_..._""...__... ----_---------------"""._.. _" ....
..............."........._......__ ......__........_"....._.... .............
_"""trot.""roto."__."._ "".roto"".....""."..."..""".. "
..................."_"....-"_."".....__".root"."".."..._""_.....-""."" """."_..._-.".._....""__..." _____"."....""_."..."".__ -"_. .
"_-.._.._.. ._"_............._".""".... ".......
Medicare Ile I exempt from state taxes or IeeS_......................."__.......- "".........".."...... ......."..._..""......_..... ......"__....._...... ....._".. __..._""...._........"....
..""."_......_._....."trot". -_-.."".__.___.._.."..."_.
1.7 All other accident and health b ----------------------�--••
75.8 Federal employees health benefits plan premum(b)......".""......"_......_""_. .-_..."_"_...._.""._..__"___ "__._...."........__""_""".. -- - ._" _.._-__""_."_"....-"".--_ _-"_.__....."___.._.-- __.."".__.""....._."".._
"_".root"._"__"_".""....- "_..._""torr_"".".._."__..
"....".................-----...-._ .................. ........
._......____....__"....... ......."_.....__.._.".""..
17.7 Other LJability-oGCWrenGe.""..__."""."...__"._ ---.-_.._.-"............... ."....__._"..._-__._".-...__. ".._...".""_-- _-----".""_..-."".._--- _.."_".._-"_._-.trot"_ _.. root_"trot"..__".._... "_""..____ _..-----
"_..
. "". -._"__...__-_..--
...""..""."".".root- ....""
17.2 Other Liability-Uaims matle........""....._._"......""._. "roto. ."""..__"_..-.____."__.. "__.___........"."......... ....
7.2
....._.............."root ...._.__.__.._"._....".._. ._
t 7.3 Excess workers'compensation_._".....--."_"."...._."__.. .....------.."_........-..._ .__...------.""......."._". .."-------------------------
"""......_"__...."trot.."trot ._.._..-_""""._..._"._.."""."
-------- _
.._"...._..""..torr".""....."".".. ."".....""..".-__...___._. .
t8. Products liability -_"""""._"_"root"_."_._" _.________________...__"" "_.-_.....".__.._."".._."
...._." .".""".root"".""..."."".._." ...__-___..."___....""_._.... ".
9.1
nvato passenger auto no-fault orsonal injury ............................. ............"........._"..... __"...._.....__..."_"". .._"...." _..."...."root
.""..................""....."."__ _.__..._..".........""."_.--- ....._"_.__..._.""."..."_._..
--- --
-- "_""...""__
79.2 Ofher .___..-__.._..._____.._. "__.._.__._...__"__"..___.
privatepassengerautnliabilif ..torr"..............."_...._ .._..-.""."..."".""...
Y___--rote._ "..---"".torr_"_...._."".". "."..-_._"..-_ "....." ._..".
__"_..._""torr.""_.""._"."".."_...".torr."".._....."___...".""
19.3 Cortrwrcial auto no-fault erx7nal Irl u ..--..-..._."_...__.__.._ .._.._._._"....."_"_.."._._". ...".....""..."_..
P 1 ryProte on)...""..root"_........___. ...__.....__"_....."."...... ...._.". -"_.. __....."...""...-....""...
19.a Other commercial auto liattiliry.""".""..._. ......."..... .......""."....._."_....._"" ...- "....._"__"..-*...".". _."._..--- ..._..._.-------"...".. ".."...."__..."._..--- ".._._
._-trot_."root-""".".."" ___.""._..""._.""_._-"__ -
._."_.....""..............."".."_.."..""....."""_".... --torr-.___-.__-__-_ -
27.1 Private passenger auto physial damage."_..___.___".""roto.."torr ...--.--.__"__._.."_""_ _..__"_".""_.._._"_..____ _""_."_.__""__..."..." _...------
22
--."".""roto_""___ _....__.___"""""._".""_ trot .."".._.__."_...
"" _" _._._..._"_root_".. __."......"".""..."."""..__" .-
tiers a auto physical damage"_........""........._ ....."..................".... "......_......""......"."..."
._"""..".."_..".."_._.... ....-trot-."..__.__..._".
nae (a perils)
"".------.-----..--- ----."roto.""."_.."_.".... .""......"."__..___._
23. Fitlelit --------
y"-"."._..""""...._"""... ... -
__"._....._.."............. ..".....__""_.....""_._...... "._..".._-"trot-...__.."" .."".._.""..."."_."_
2d. Sure. ..._."......."...._._........."........... ------._"."....._""....""... "".....""_...."_".....""... __......"......""......".._ _.._"...."""."..."_...". ..""...............
26. Bu """..-."""..roto"_"_...""......".. ......".....""""..... ...."".....".."._......__.
rr."....".""". .................
__"____."".___.._"""....."
oot.""."....".""....." ..."".""..._"""._-_..."".."
"""-_.""__"""....-__.....""
------ ------machinery
...... ._."...._"....... . ... .""._....."_"............ 1.806
..""..........---------------.. ............""._.._".""._ ".._.""..._".-.....
.. "._....-"."."......__."...... ......."".....-""."""...."""" _."""_....-""."_root".root-."
retlit....."..."......"..".._ ".".__...._._ ..."""."._-".""."-_._"..._" ..__"...__-__-_____.".._ ".._""___".".__.""torr
arranty.......".."".......-_.."...._."."......"".._
torr---."___."".."......"" ----._"..._-___...."_""""_"" ..."."......_.""".".. ."_...".""..."....."".."...".
3a.30- Aggregate write-ins for other tines of business.......... -"... .............""......... ".................. .." ...__._......_"...... ....."""............. -----------*."."..... .._......"._...._"". .""."..."".__._----- ."....._------"`""" ......"".._.."....".._._ ................""....." .."_.."-....."..."."....
35. TOTALS a --.D .......................... ..__""..._._..._._."___.." -. .-
8 .-.torr__".._...._"..._
0 ..."._...-"___._.___...0 .._."".""....."""._._--. .__---.D
_".""_."__".....""..._"" -----
..."".....__."..""_......_.D
DETAILS OF WRRE-INS 0 0 g g 0 0 _."...._."_.....""..."."...0 ..""....-_"........."".....0
0 0 0 0 ."...."..........."..."..."0
3407. .-..".""......"..__.. ..-."_...... 8 1.806
----------------- -----------."._.."""._...""_"__._
3402. ""__.._._.._-'""....____.""....."._..___""...._trot-_,,...""..._._.....""....
3403.
3498. Summary of remaining vrtife-Ins for tine 341rom overllowpag� -__."_ """_..- ._.__.__-trot._" ..--.__-"..._"".._." _"".._-...."..._.".."
-____..._"_._.""""._._._._._"."_..."._"torr""_._-_"".. "..
.."".""....-""..""....."". _""_....."".."..."..""..... "...0 ...."..".."..""....."....""....""....."....."....."...... ..
3499. Totals Lines 3401 thru 3403 us 3498 Line 34 above --"""""""""""'"0 '"-"""-
.-"....".....""..""........"
0 0 0 ..."".""..... ...."."...._.......""_.. ..torr"D
0 ..""....-._....."....".....D
ar Finance and service charges not InUrxietl in Lines 1 to 35$""..__--------------._."_ 8 0
.........""
(b)For heahh business on indicated lines report:Number of Persons insured ulMer PPO managed care products ...................................... arid number of parsons insured udder indemnity only products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company I2 111 6�� 'i����
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Ohio
Gross Prertriums,Including 3 4 DURING THE YEAR 2013 NAIC Com an Code 29513
Policy and Membership Fees, 5 5 7 8 9 10
11
12
Less Return Premiums and
Premiums on Policies not Taken Dividends Paid Direct Defense
i 2 or Credited to Direct Defense Direct Defense arta Cost
Line of Business Direct Premiusm Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct and Cost and Cost
Written Earned on Direct Business Premium Reserves 'deducfi savage) incurred Containment Containment nta nrre
Ca M ComMssions
i. Fire --. f Losses Unpaid Expanse Paid Ex ansa Incurred Unpaid and Brokerage Taxes,Licenses
......................................................... Expenses and Fees
.1 Allied lines............................ .....---........--.....__._.. -_-......--............._.--.
............................. .............................
................."...-.-._"....-_........-......---....--........_ ----------.-.....--"--__... ......--....._--..-.--....--.
-.---...-..-"--.-......--"..-
.2 Multiple aril crop . ......................... ....""...--"....--......--"_. i
P•P np-__-_...._ .............___-_-_. _ .--___--.--..--.--_.
2.3
Federal flood....._-.--.'. .._---_..."--.__...--_-_- --`.......................
..................................................................... ......--...-..-....._-.....-. ......-..
Farmowners multiple peril-_.__--_.-...--..-._ ----------
4
.................."...--_.... .--...-.--....__....._---.. .-_.-_....._.-_-.__-..-_
4. Homeowners multiple peril
- -....................._-._ -.._-.--.__.--.-..-_-....-_ ..
ominorcial multiple peril(non-Inability portion ......................................... "-""-----------��"-�" -�-����-�".................. ...........
5.2 Com. ......-......-......-..-..._ _._.....-_.-..--...-.---" ..--..-.....-..--......-
P peril(liability portion) -.....___................. -.-......--.....-_....-_-... .. .._...-_-...-..___".
--__--__ ...............
Mortgage .............. --._-_--... - ..__".. -.--..--....._..........
8.
Ocean marine...................................."._....-.-.._-.-...--._ ....__.-......-_-.___.-_... -......_ .---_-..
g.
n antl marine_-_-.--__--_..-_._ ... .---.-- -- ""..---.."__-.-_____--_
--.--_.__"..----------.-__-- ----.._.--"_-------------'
10. Financial guaranty.............................._. _._...--'--_._.-."--.--.._ .....---..-.---.---------.... ..........-...............---
77.
Medical professional liability ..........................". ..__"._.--._-...-.-__"_.--. _.--._.._
rap accident and health(bl.---._-.._.-_-..._-.---_. ..................._-"-...-- .....--.-..._.___.....--.... .--".._._-....--.--.. ...-.--
._-.___-_.-_._ "_-_.-__--.-"__.-_.-.-.-- -
4. -----
Credit accident and health aro and individual ---------------_-__.-_."._ .-"__.---.__-_-_-_"..._--.
_...................____. _.--_".._--"._----____-".
(group ._.""---.__----------------------_..__--..........------._. _.--..._--...._.--...-_...._ __-......_....-"'-_..-
,5
.I Collectively renewable axitlent and health(bl"--...___.....--_._ ................._---....--. ----.....----......_-.--..... ........_-.--...-.-.....--_ ............................. ....................
15.2 Nono-cancelabla accident and haatth b __ "--"""-- "--"--""----"'-----�- -----
_................_-____._ -..___._
75.3 Guaranteed renewable accident and health(b),_--"--_..- _-_""_.---.___-__ ___"__.................. .."_----.._---..-_._-._ -.--____--.._..__"____ _-.-_.-___--__.._-.-----
15A
_
Non
1 .4 Othe,accident
for stated reasons only ib)........................__.... - .....__-__......_._...._---- ._---....-.-....-._...... ..--....._--...._.....-_ ..--".-.._._-.._-
(O 75.5 Other acddent oni ..-.._----_"_.-.-_._.__-.-__ .---_..__-__" --.._ "
__--______________"_--__ __."._.-._----.-_---.-..-- _
0 15.6 Medicare Title XVIII except from 51ate taxes or tees................_-.....-_.-......_------..-----_--------------- .......-..."".........--- ---------.-.------.---- ...---------------....._ _.--------....._.----- ...........
.._--_....-......._-.... __.....-.....__......_. -.....__.....--.._..--.. ..--.....__....-......- ..--....._-..-..--......
= 1 .r All omor academ and health(D)-...-.._-"--._--_. ._..-_."-..._"..._........ ...................._---.--. -__._. --_--.--_..__--.--__-_ _
Federal employeRe health benefits Ian ..................._-.__-__ -__.-__-_--"...---_.___.--. -___---".....__"_--_ _-.- _
6. Workers'wnnpensation............................. ......__------__------w----- __-......-.-- ....--"-...--.-....-....._-_ _-."..._-..._.._...."_.-..
77.1 Other Liability _.--_...................... ............"___---" ...--.......-._.--__-.---._ -..-.._..--. .__
ry�occurrence ._---------------"_.__.__. -- _. _ _
Other Liability .-.-"_._-_----...-___..-.__ ..._........................ ..
ter claims made............................. ...-..-----------......---. ---.-...._.-......--.-...-_-_
7.3
Excessworkers'compensation_.._.._._.._............._--..--.".. ------------------------
------
.._-
16. Protlucts liability -"_--__.-"_--.--_--.._.". .....___-"__-----
---------------------------. _.._--.-_.-----.------.---' -_... .._......-----..
._..._".-...... ........_-...-_-."...--.... ..-...--.--.....--.-....-._..
ovate passenger auto no-fault(personal injury ................... -._-.....-_.-......_-...___. ._- ................ --...._--.... -..-.........--.....--..
19.2 Other (P lu Vprolectlon) ...................... .................-----------
9,
private passenger auto liability ...............-"-.._.--.-...-- ---..--.-.-..- -- .._"—_ -"---"--"—"----"--
._-.___"._-------------"_- .__---_-_._-.--_-___--.---
19.3 Commercial auto - Y _-___._-_--- _.-----._.-- _ __-..-.---.-_.--._-- ._.._.-_.-".
rw fault(personal injury protection ---._...----.__.._....__ . .._..---."_- -._.._"--------------_._ _-_..----_"- .----. __ -.._._.-_..--.._.--.. ..............................-
1........................ .-.-..-.-.-...-_-_ ...--....-__-...._-_...
79.a Other commercial auto liability.-............. "-..._..-...._.._.....__. ".......................... "--""...---"---"'-"--
--------------------__..-_. _._._.-.-_.__.....-___. _...._-__.-._.__-_"..--.__..- -
21.1
Private passenger auto .__ "..----------------..--.-_ .--...--__-"_____.--__---- ._............._-__.--..--.
P rg P ancon damage .....................
ommercia auto physical damaye.....................-"_. _ ................._.......... _..--.....--.....--"...._-_ ......-...
22. Aircraft all eril5 __...--._-".....-.--.___-- --------- ----------P )__-.--..__--.__......-._. .............................
23. Fidelis ---------------"_--_-.--.---.__...--."".-__.
y..... ..... ... ........ .
.................._-..._..-----....-.--.....--.-.....-_-........ .._-___._....-._...._---..... ._ _----...-.--...-.-...__-. --_..._.._.-.-.....--.._
24. Sur. _ .._.--....._-...__. ..............__._...
............................. ----------------_ ...-_.-....-._..._--_-...-... _............-_-_....-.-..... ......--..---_-"....--....._- ..--....--_-....-_._-..--.--. .__
............................. ........................487 ..-..--.._--...---.-"..-..
...a.-.thef................ -- '----5.914 '- ---- ------'--------
.-.-". --------------- --"_7.797 ._7.487 _-
urgaryand aft- - _---__-.--..._--_------- -------------------_..---_ ..
__--".....-_-__--_--__""..---.-".---.--".._---"-..._. ............................. ............................. .. ......_-.."-
27. Boller and machine ------" ------------------ --------------- .-....-.-...__.-.....1..82
...-.---.._-_-_-.---- .---._.__-.-_. .--___
34. Aggregate write-Ins far ................................ ..................... ....-.--....._-.....- __.....-_-......--..._ ---_--------_.--------'--- _--_....--..-..._-....._- -_....----...........--_- ..._--"...........--.... _--...-__.....--........ -.....--....-__....._... .......... .....--..-.._----
other lines of business....-_.-.-._...... � � ."_. .. ..... ... -- .. ". -.. ..-.-...."..
3 5
5,914 7197 D 7.487 -_-"_----------------_._-O ._-__.._.---__-_-._..._ _.---.-..➢ D
DET
AILS OF WRITE-INS D 0 1,774 1,982
3401. ............. -_
3402. ___-_.-_.._..__--..-_-------------------------------_...--.__.___.
-.- ..._--"--............."._-.-..__.--`----------- ------------_.--..._.-_."._-..._--.-......__.-..---.--_.---...-.__"...__.-...--.-.._._...__-..._--_...-.-.......-...-.__-_......--.....-....._....._-....._.....-.-.....-.......-....-_"
3403. -.-.._-.-_..-..__._...._....................._-_....-._
......--.... .... ..............---......-......_-......--.......---.....-_-- .....-.....
...----_ -__-_.--_-_-----
_"................__"__-_-___-.--_.-._-."_.__"__.---
3496. Summary of remaining write-Ins for Una 34from over6awpage--..._.--__ _- .--------_.D -------------- D-._..-_.--_----------- --"_.-___-__.....--...___ .--_-.__-_.--..--.-__ ".-.--..._-__-._---- ___._.___-__.---._-- _-...__-.-.._.-_._-. --------- ------
"__------
._.--..-----
3499. Totals Lines 3401 thru 34D3 us 3498 nLlne 34 above .................... ..........................D ..-__-...... ._...D .. .....D .. ..._.➢ -. _.-._D ... .....11 .. ._---➢ .-
p p .................... ...__._....
a nonce and service charges not InUrdetl.n Lines I to 35$_-----------------_- D D
(h)For health business on indicated lines report:Number of persons insured under PPO managed care products .....................__.---......__ and number of persons insured under Inds rilty only roducts
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company2 t lllll ll a2li0lll1l3 IIIIII I II I1II1II IIIII��
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Oklahoma DURING THE YEAR 2013
Gross Premiums,Including 3 4 5 NAIC Coan Code 29513
Policy and Membership Fees, 6 7 8 9 10 m 11 12
Less Return Premiums and
Premiums on Policies 1101 Taken Dividends Paid Direct Defense
1 2 or Cradled to Direct Defense Direct Defense and Cast
and Cost and Cost Containment C.M- fissions
Direct Prenrums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment
Line of Business Written Earned on Direct Business Premium Reserves (deducting salvage) Incurred Losses Un id Expense Paid Expense Incurred Unpaid and Brokerage Taxes.Licenses
I. Fire............................................ Expenses and Fees
............................................................................................ ..................__...
.t Allied lines............. _.......__------------_.._
2.2 Multiple
Peril
a ..------------__.._._..............'
armowners multiple peril_.'--_...__._-_'--
2.3 Federal flood.
.....__._...___. ......dull_.._..._..._..
4, o
omeowners multiple peril..... .............................
........... .
nornlabiliponion)._----........_................................_.._........._..-`_. .........._.._._........_ .._..__.._ ._._
.2 ommemialmultpeperil(liability porlion)..........___ ..................• Commercial multiple peril( ` ..... -- .-_`._---
....----._..........._......_.__ .._..........._.._..`._..lu..l.l_."
6Mortgage uarant ...`....'..
....._.....—_.._--. _.._.-......-.lull. .. ._................_..
-
.........._.............
Ocean marrte------------- --------
amar rte.......... `._.'—'...__.._`........ ..............._._.._.......
1n0. Financial guaranty ----------------------------------------------------------------
........................... .._................._...
lull._. _..............._...._.__.
Medical professional liability ----------------------------- ------ .........
......... _..
P Y...............__.._...._.._.... _............_ ...._
1 2
Earthquake......................................................................................................................_.... ......._. .............................
Group atti ant and halm(bj..............._...dual_ ------------..____....._.
.__..................__....__..._...._..__....._...__..____ ___..._._......._ ..__._..._._..__._..__. __._..._....__..__. _....
.._ ____...................__. ..._._.__.__._........._.. .__._.___...._...._.___..._ dull_
4. r It aceidont and health(group and indivdualj........._............_..__.......___._. ................._...__... _.._._..._........._...... _....___...............
.fC
o
l
l
ect
i
vel
y
renewable accident and health(b).__.._._..._._._. ..........................._ ........._..._._........ ...........___...
0o-cancelable accident and heatth(b)............... .______.-.._....__.....__ .......... .._."_.._ �-
...... .....
... ............................. ...lull
uaran ee renewable accident and health(b) ............................. .............................
.............................
omrenewa a or stated reasons on b
-+ ry 1)------------------------...._..---_.....----'------------- -dull--.._----'---- �--------------- ----------------- _.._-------------
cp 15.5 011ier accident only . .-_.__.._.._.............
..._._...._................... ......._...
.............................
O ed care die nt a exempt from state taxes or ................... ---- ----- -_---.--.----...
' ............................__.......---... ---------------"`"----- ---------
I Omar accident and health b --��------------------------- ---lulu-dull_..--.._
� O................._--""__........-...._......_.__......__........_...__....._....._.__ ......._.__..._..._........ ._____._._._.._......_.__. lulu_ __.__......_........._..__ _..........._.__..__.
15.9 Federal employees nealih benefits Ian premium h ..................._..._.... __.._......__.............._ ................_ �� ......._............-.___ ..._...._............__
P P 1)................ ..
6. .,kers'wrtpensali0n-------------------------------------------------
, ...___._.._.__.._...._._... ....._._.._._.._...._._....
OZhe'
a ny-occurrence............
,er lab Ity,-Bairns made................................... .........................
.3 Produc wmker,conpensa..... ...._... _.._- _....._
- - _
-----------------------------..._................. .._......................... .. ..................... .............................
-.....-.lull----._.. ................-- ...- -..._....__..._
...........................
Private passenger auto no-fault(personal injury --���---�. --.--.-_....__........__. _
19.2 Omer ......................................._.
private passenger auto liability .........................._.. ..._.._.__.__..__....___
P 0 ry...................... .._._..._....._.._._._.._. .lull_-__......__......._. ........_.._.......
..... .............................
9.3 0mrnercial auto no-fault arsenal injury -�-�-�--�-- ........ ............. __
(P 1 6'Protection)......................................................_.._.... .._......._.._...._.._.... ......__....._............._. .. .._......... _......._................ __....__.._............ _......_...
a thercommemialautoliadliry....--- ------'--.....-.--.....- ---------------------- '--
ovate passerger auto physical damage._..__.._..._. ............................. ._.......__....._.
...............
21.2 Commercial auto ............................. ............................. ......._................. _...................._...
physical damage.................... .......
Aircrafta perils)......................................_.._._........_
23. Fidelity -. .lull. ......_..._............
.............................................................
24. Sure ............................. ......._ - ..........__..... .... ........._.__._....._ ................._...._
............................. ._.-----......----....--
-- -'--------
urglaryand malt..............._............_.......... .._.........___._......._... ..
27. Roller and machine. .........._...................................................... .._ .. ............. ..................3.231
y.............................................. ------------- .. ...
lull.. _._...._.
. . .. .........
30.
.. ....._.._
... . .._.. .. -_. _..._....wcs or other lines of business ...._..............._.... ..dull.....n......-............... ....._ . --. .................. ........... _...._... 0arranry . _34. Aggregate
35TOTALS a
..
0 0 ...........................➢ p
DETAILS OF WRITE•IHS0 p 0 0 0 0
...........................n
0=� o
p
3401. --------._..---------.__._..___.___.._...___..._...__...__-----------------------------------------
3402
.__......_.._._..._._ ::,]g
3402. ...._...
..............._..........._........................................_................... ...___......._._.............._.__....._.............__....__._................___............._...................._............_...........................__........._......... ............._...
.........................................................................................................
498.
ummary,o remaining write-Ins for Line 341rom overflow Page__ .............. _------...._------........_.._....._..._................_
.......................➢ _..........................n ......D _._........_D
3499, Totals Unes 3401 mru 3403 us 3498)(Line 34 above p 0 -����---� ----____..0
p 0 0 0
31 Finance an seryecharyes not indicted in lines I Io 35S...._...__...-._.....___..._.
9 P and number M persons insured order Indemnity onl
(b)Far health business ort indrated lines report:Nundfer of persons insured under PPO managed care products ...................................... ry y products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Comp v
Iany2 t 5I IIit if
NAIC Group Code 1228 BUSINESS IN THE
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)SOre on
GrossTATE PrerruuOF ms,IndWm DURING THE YEAR 2013
Policy and Membership Fees, 3 4 5 - 6 7 3 NAIC Com artCode 29513
9 0 12
Less Return Premiums and
Premiums on Pollcles not Taken Dividends Paid Direct Defense
2 or Credted to Direct Defensa Direct Defense and Cost
Direct Premiums Direct Premiums Policyholders Direct Unearned :Direct Losses Paid Direct Losses and Cost antl Cost Containment Commissions
LineofBusinessDirect Containnent Containment E eraseWripen Eamed onDirectBusiness PremiumReserves ti salt/ a Incurred zP and&okerage Taxes,Licenses
1. Fire_.-._.__.--.--....__.-_.__._..__.--.--.._._-._.__....__--...."._.......................... ) Losses Un d E arse Paid E erase Incurred Un altl
..................""-_--------- ..--.....--.....--.......... Ez erases and Fees
2.1 Allied lines................................. .....-..-.._._.-......-..... ............._........
Federal Hood............. . . _ '-.--.....
......-...'.--..-.-.-�.-..�...-.-.--..--..—...........�_-.-_-.-.. .-..-.-..-..-........--.-..._�.--.-.-_-.__
armowners multiple peril.. _.-__._._.-._........._..-...-...._
............................. ...... ... -.-..- -
__._.---..."-_..-..--..... __.--....-._...._........."-"--..__-. ..__._.._.
"-_-_..-._-"..._..."..-.._.._-....
---...-__.."
-..
4 H
omewners mutiple peril............ .--_..__.._.............. .._._.._--._._ _ .___...._.._--....---___ .-_.....__.__-...._-.--_._..................._..___........-......--.-.._ ............................... ............................. .. . _....-_-......-. _--....---
5.7 Cmmar Ial muiple peril(non-(lability,portion ... ..
___....-_...-.--..._-.... ......-.....- __......-.-....-.....__.. ...
5.2
.. .....................
Commercial mutliple peril((lability portion) .--.-...-_--.._.--.....--.__ _-..---_._--._._--....... .......................... ......_._._.._---.__ .__._..__-__"-....
6. Mortgage guaranty..................--....._--.-. --------__.._-.._._---------._-.__ ..._.._.."_..__.__._.. --_.__.-------__------_ --..------.--.__--__--- ..___...--.......__.. ............................._ -. __---------- _____----------------- ..__.__...."__.....--.. .._.._._..-_._..-___ -_
- ----
.........................
' ....._
---------------------. ...........................'
--
nantl marGte_.__.-_.... ------------------_-.-_.._. ...._._.___.--.._.-_-_... -__.._---....._.._____...--
.............................. ...___....-_-.._.._.---...-._ ...--..-.._---- -. _.._..--
1 Financial Uarant ...... ............................. ............................. -...--...._...-.....-...-..
9 Y-.-........ty...................................... ---.------.-..--.._......-_.. __.._.__.......--_.....--_..
..._--_._.__.............. ..._--..._.__--.....----_" .._..---.............
. .._.........
Medical professional liability... .__-_._.-.---...___...... .................._-.--_._..
P Y-_-..--.....-_._.....-____"--___.. _.._.____............... ....._--_.___-.-..___.__" -_...--_-.....-_.___--.---.-
ake
.roupamid-...._............. ------..._-._..___--_..... .....--.-_....-_......--..... ................
------------------------------------------------
Group accident and health(b)........................... -----_-.------------._....- .-....-.------------------- _..-_.....__.---..-.-...-_.
Credit accident and health .-._.-__._-___._"_-__..___ ..._".-.____-___....___... "_. -...
14* r -_-.."-.--._._._........... .......__._...-_.-_..._.--..
group an indPoduaq.........................................._......-_.-...--.--....--_ _-_.___..__._--.._- .. --. . ..__...---...---.... _.._-
15.1 Collectively renewable accident and health(b)................... ..__......_--_.....-.._...-. ..__....-_-.-...--._.......-. ._--.-....-.-.......-.. -....._._-_........_-..--.
............................. ........_--.-...-..-....---- --
Norncancelablaacatlentattdheatth(h)--------------_--.-_.. -.-..--_.....-_._-_--.-..._ _...__..-__-.--._.._-.__ _.-._..____.
..--___...._.__.._ -_.__.-.-___-_...-.__._
uamnteetl renewable stated reason and only
(b)-(bt.......................... .._-___...----_...__...... ....................._-___.
1 1 4 Non-renewable only
or reasens on h ------_..._-------------_.. .-..-.-.--..._-_......-._... ---...._-_....--_.....--.-... ---..-_-................... ._._...
`-- -accident .__............._.._-_
y_._---.-_.._.__.._-."................._"__...__-_-_..._-___.._-_--.. ___._..--_.___--._...-"__.. --.-__-.--_.__---._..--..-
15.6
edicare Title XVIII exenpt from state taxes or lees--,-_-----------------_-_ --------------........._.... ..-......_................... _-
.................._-._.......-.....-- ...__-.....--....------- -..._._-....._-..._..-------- -.-_-----------._..__------ -..
]� 15.7 All o[hon accident and health(b)...............___-_.__....--_..___.._._ .._-".............-_.-...._. ..__...-.--._._-_"__.....--- .--_.--..--.--......-._..._" -----"....--.-..._-.-..._ ..._"--._".-_...-"__.._.--.
t5.e Federal employees health benefits Plan premium h ---_.._-------_............ .......___.....__.--.__. -.-__...._ --._--____.--.._.__-._ ...--.....-_.-....__-.. ."_-..._._......-..-_- _..
-- -----------_-------.----. ....---...-___._..-----.---- --...--------.----------....- -- .
)................................_-...-....-_-...-._......_-.. _..-...--:......--.....I..... ......_.............--......_ ... "-._...-_.._.....-_.._
or ars cur'A�ensatlon..---..._--------------.....---------' .-_.---------------..-...._- -------...-...-.........-."
t7.t Other 1-lability, ---....'--------------.-._- ...-_....--..
tthen Liability.Uaims matle............................................. __......_.._.....-_......_ -....--_.-...-..___....._ _-.-....._-..-..._.-.-.. ..__--_.....-......__._. ...-__......__ -......--.....-.-....-.- ..--.....-
......-_............................................. ................... . ... . .. - --- .. -- ......-.-. _....-.......-.....__-.. -._.-_...--_....-.-- ..._...-.....-
73
---------------- --------------_-_.---- .-_.....-_.-_..-...."-_.._.
xcesswwkers'contpmsation.__-.-..____.._.---------------
18:
_--._.._..... . . ._--_ .--.--.._.--_....--_.-_.---. .._--....--_.-_..--._ _ _
Ie. Products liabilit ....................... ------------ . -____.__.._.__.__"--. ..._--.._"_ -_._.._..--...."__._.
"__-__.. -------------- -----------------------------
............................. .............................
19.1 Private passenger auto no•faull orsonal in'r .................. ......-._.....-........-..... -.._..._-.-------------- _......-_.-----............
19.2 Other (P NYWotecflon) .......................... ..._-.-.._-..-... .---..-.................
private -------
ass"
er auto liability --.."................."-_-._. .___.---.-.----.--.._.--- -_-.. _"....__-...__....._
P P tyjury protectio.--._ "" .. ___-._..-_._
10.3 Commercial auto rte-fault(personal injury protection)._......... ..__........___....._.-- ....._-.-...__-.......-- _......_............_.__ _._-....---__"__..... _--...._.-....."--.....- ...-.._.--..-.....-
............................. .
1
9.4 011ier commercial auto liability .-""-----.-------------- ------------ ..-...-..._._.------
_-.---.---__....__._ ._-.--.._._..._._-.....--. _............._..__
1.1 Pnvato passenger auto physical damage.__............................................._- -.... -_----------------- "_.-....--.--____-_...__-. .-.._..
Commercial auto physical damage.............. --....___.....--._.....-_-.. --._.-._._...-._..--......
---
Aircraft(all perils)_._-_"..--._._-.--..._- -"_...--...._..___......... ........_-..____._....___-
23. Fidelis _._.__..................."_.--._-.--.-...--.--_._.__- '---_.....--__......_. ..._.-- --. _...--.._..__.._..._._ -......-....._""_-....
............................"--........-._..."._.....-.--......---......-....... ...--.--...-.. _..--.-.."_..--
.._.._-..-.._..--_2J80 ..3073 .___..-_"--.--..._._."_..- .--.__"--.....--._- ..
.....__---..._"--.._....... ......._._----.-.408 -_-..--.._.-..._""_....._ --------------------------__-.....-.--.
26 Burglary and(heft_.-.-....".---..._-_-.._..._. ..............
-_-_. ................_.--.--..._. "._._..-.._._..._.-._-_.
_.-._-._.".................. ..
27. Boller and machine ............................. ....-.-.......-..._1.744
ry...................................................."--.....--.-....-.-.-....-._....__.-....-.--.....--....._
----------------------------- ..__._-.--._".--.._"_.-...
30. Warrant _...-.---.--------------------------.__ --..".-.___--.."..__._ ...-- -
....................._--.....--..--.....--......__......--.....__......._-......--.....--._ .------.-...--..-.._--------. .__.--..._-_ - .__.... ..-..--..._........-...
3a. Aggregate write-Ins for other lines of business--------------------- ......._.. .......-..-......-... ...._.._-....._.-.... -........_......-_... .--_....--_._.._-.-.-" ._-.-.."._.__._-.-.. -__.._...-........--.... -_......-.....--......-. .....- ..-_......--.....--..... -......-.--..-..--...-.. .. .....-..
35. TOTALS at ...-.--..._--.-.-. -..__-__.___-_2.180 -.__.....-.._-.--_.3073 ..____..-.-.--.___--._0 .-.._..............._.-D __.-._..__--....---. .--...__-.-.. .._....._--- ...--.._..--.........D ...........................
..-_- ...... ..._.-_..._..-___- - ._-.....--._.-......._
DETAILS OF WRRE-INS 408 0 0 ..---0 __. .- 0 ..-.-... ...........................D ..-...-"--......-......--..➢
3401. -----.----------------_-_-__.--._.._-.--_..._.-_.._ 0 0 0 1 744
3402. ._....................._.-..__-_._.--._..___.._-.--..
3403. ....... ............................................... -----
age ."- .-._.--._..--.._.
3498. Summary of remaining write-Ins for Une 3a from overflow _._-_._.."_.--.. ---------------------------..--._............ ......."-..-.."-..--_ .. .-_._-.____--__- --.__ _------
3403
_---.._-.--__"__..
PD .. ....-D .. --...D .... .-..-0 .- ...--D .- ...-.D _. --------
3499, .....D ..
FlnTotals Lines bar Ihru 3aD3 Us 3a98 tune 34 above '-'""""""-'""""' ----------- 0 .........................0_
0 .................... ._-.....--...-.--......-.0 --.D
nance and service charges not fndtdetl in tines 1 fo 35 S..-."--.__...".."_..- 0 0 --------�--�------.--__
al 0 0 0 0
(h)For health business on indicated lines report:Number of Persons insured under PPO managed care products ................... ....... and nmnber of persons insured under indemnityonlyproducts
I�YIIl lll�lNl� ��llllll�lllllll
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company�(�9I IIp1 3 2I0I�1 3l
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Pennsylvania DURING THE YEAR 2013 NAIC Company Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 11 12
Policy and Mamb9rship Fees,
Less Return Premiums and Direct Defense
PMMiumis on Policies not Taken Dividends Paid Direct Defense Direct Defense and Cost
I
2 or Credited to and Cost and Cost Containment Commissions
Direct Premium Direct Premiurhs Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes,Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deducting salvage) Incurred Losses Unpaid Expense Paid Expense Incurred Unpaid Expenses and Fees
.. ._.._-___.............__. ....____.__--------------- ._.__.__............._.._ ._...........____....__... ..........____.__...._..... ......._.._..___..._...... ..__. ...___.._......_
2.1 Allied lines....................... .__........__............. ......._..._......__......_. ..................._-___.__. ----------------------------- ................_._.._..._._ ....................._...... .........._.____....__... .... ............................. ..__......................... ........_..._.............
2.2 MUlliple peril flop ...._._._....................... _
2.3 Federal flood..............._._._......._........__._____......._.......----------
._..___.__.._.__..._.._..._...._........... .._........_.......___._. ...._..__._._._.__._.... ....._..._..._.....__...... i
3. Farmowners multiple peril__________________________________________________________________________
4. Homeowners multiple peril._..............__..._.... .__..____........._..._._.. .._......................... .......___.......__..._.. ...__..__..__.._._...__.__. .__......_.__..__._..._..__.
5.1 Cortlmerclal multiple Peril(nonliability portion)
..................... -------------------- - - -----------52 Commercalmulti le peril liabili portion) ----- --- -
6. Mrtgagoiguaanly..---......------._......._.-----------_.------.---.------._..------.----------...._._.................. ---
- ---...-------- - -----------------
._....-----..............-- ...__...__-._...___. _ .--
8. Ocean marine........................................................................................................................ ............................. ............................. ............................. ............................. ...............
9. Inland marine------------------------------------------------------------------_._..---------------------------- _....--'-._..___.....-- ---------------.._... ..--"----'-----------. _.._--------"-'- _ i
10. Financial guaranty ---------------------------- --- ..
11. Medlcsl professional liability......---.......----....---...-------.---._....._....._..____.___.-----------------........__ ..__-----.._---.-----._- ............................_ .-----------------...---.--- __.---.---.---...-.----- ............ ..........._...........
12. Earthquake...._.....------------------------------_.........._._._..........------..._..------__.._..._..-----.-----.........----- ---............._....----... .....----------_..------.--- --- ..
I Gro accident and health D --.___...._...._....... _-----.__---__------_ _.._.....__.......... ........__......_...... __
14. Credit accident and health(group and individual).__---------------
......__.........._.....__.._......_.._.._ _........_..........._.__...- .._..._._.------
___------ .---
-------------
------
__. __......_._._...._..___. ...._._--- .......__..._...____
15.1 Collectively renewable accident and health(bl-_._._._....._..._
....._._._...__._.......__.................... ..._........._...._...__ ....._.._......__..-
........ ....._.___ . ._..._.._._...._..._........ ._.......___....... .... ...___._.._......__._....... ......___.....__..._.... ......_.............__...__ .._._............_..... _._...._.._...._...... ..._..........._.._...
15.2 Noncancelable accident and heafth(b).................................................................................... ........................... ..............._--_------ _---..._..-----------_:_.. ------..__..------.._..._- ............................. ..._..------------_.._......_ ............................. ----------------------------- ------------- ..__.__.................... ......................._
15.3 Guaranteed renewable accident and health(b)................._._._..._......_...._......__....__._..__......_.-- ----------------------------- .._.__.___...._.._...._. ----------------------------- ----------------------------- ---..__..._._.....__.._- ._.........__------_.._... ......_._.____.______ __......_.._.._.._._.._
15.4 Nonrenewable for stated reasons only(b)................................................ ----------------------------- ............................. ...__...................._ _........................
15.5 Other accident only----------_..........................................................................................._------- ----------------------------- ..._..__.....__.__.--.---- _._.._....__---------- --------.._...._.....------ ----..____.__._......_
15.6 Medicare 1w.XVIII exempt from state taxes or fees...............................................___..__._-------- ----------------------------- ..._._._....__.__-----_._.. ----------------------------- ----------------------------- __------..._---------__ ._.__.------__.....__._._._ ------_...._.__..__.._.-- __.......__....__....._..._ ----------------------------- ._......_.._....._.. ............_......__..
D15.7 All other accident and health(b).............................................................................................. ------...........I........... ............................. ---------------------------- .._......................... ............................. ._.....__...------...__.__.._ ............................. ----------_...._..---- --- ........------------._.._..__ ....... ............._..._......
15.8 Federatemployees health benefits Plan premium(b)---------------.-------------------._...........__._......._. ...__..................... ---------------------------- ..__._..__...._._.___.__- .._._..._.___..___-._. ___..__..__...._.__----- ----------------------------- .__...._..__._ _- _._-----_....___....__._ __..__.._........ ._.._.. ..___._...._.__...... ....___.___..._.__._
16. Workers wmfensatien.................... _....._..._....._......._---- ------------_----........... ...................__._._.. ....._.....__.....___.__.__-- .._......_.............. ............__....._....
17.1 Other l.lability-occurrence..................................................................................................... ............................. ............................. .------------------_.------ __--_---..._-------_-- _..._..-----------..------.. ---------.---....---.-------- ............. .---
........------
.__...
17.2 Other Liability-claims made............................______..___._.__._....._._...._......__....._._...____...... ----------------------------- ------------------------------ ..._._.__._...__--------- ___._..__._....___._.__.. ___....._.._..__...__------ ..........._........_.._.- __..__------._.._.---
17.3 Excess workers'compensation................................................................................................ ............................. ............................. ............................. ............................. _---....._.._...---.-----._ ._.----------------.----_. __......................... ............................. ...........
18. Products liability----__.._...__.__.__..__._............. ..__...._.._.._._...
19.1 Private passenger auto no-fault(personal injury Protecton)..................................................... ............................. ........................... ............................ ............................. ............
19.2 Other private passenger auto liability............
.. ................................. ---__....._--------- .__...._...-----._._...._ .__.___....___.__...___.___ .._.......__...._..._...- ------------
..........._..._.......----
19.3 Commercial auto no-fault(Personal injury Protection)___.___...__-----_-.--- _._........................... ......._._....._..__.. _-._....____.......
19.4 Other commercial auto liability................................................................................................ ............................. .. -. .............--------_--- ......
21.1 Private passenger auto physical damage....._.._..._._._._...__...............................___.._.._.._...---- _.._..._._._..._.._.._ ....._.___.._._._-..._..- ...._..___.._-----..__..-- .-----.._.__.._.-----.__ __._......__.______.-. ..._.._.._..._....__...--- .._...._._.__......_.. .._._.__....._....
212 Commercial auto physical damage.......................................................................................... .............................. ........ ----------------------------- ------------------.......... ........._.------.._..._...
22. Aircraft(all perils)--------------------------------------------------------------------------------------------------------.---------- ----------------- ----------------------------- ----------------------------
----------------------------- ---------------------
23. Fidelity
24. Surety................................_.__.._................_..............._..._.................................._.........1.905 .....................2.245 .._..._..-._.--............ ........................693 ..._..._-. .._._......._.. .. 70 2.307
26. Burglary and theft._.._.......____.._._________.___.__..............._............_......------_..__.__...------_....._- ----------------------------- ----- --------------------- ..__.._.__._------_..__---- ------.._.__.._......._.-- ------..__...__..._._
27. Boller and machinery....------. ..............................._.__-....._..
................
28. Credit------------------------..........................................................................................._.............. ............................. ......_.................... ............................. .._........__.............. _________._._............ .............................
......... ....._.
30. Warranty ----------------
...--- -----
-----
....__....._..._. ..._..-----...._.........--
34. Aggregate write-Ins for other lines of business-------------------------------------------......_---_...............D ...........................0 ...........................➢ .._....._...._..._...._....D .__...-_---_.._...........D ...........................0 ......................_..._0 ...........................D ...........................D
35. TOTALS a 1,905 2,245 0 693 0 0 0 0 0 0 70 2,307
DETAILS OF WRITE1NS
3401. .................................................................._...........................................................................
3402. ._......_..__._.......__.........___...__.___.._......_........................._...__ .................._........._
---
3403, ------------------------------------------.-----------------------------------------------_-----------------_.------....._._........._. ....._
3498. Summary of remaining write-Ins for Une 34 from overflow pflge........_---------......................
.....D ......._._..........._.._.D .....__.._.....__..._.....➢ ._......._....._.__.....0 .__._.........._.._._....__D ........................_.0 ...__...._....._......._D ....___.........___._..➢ __.....___..._......._.D ...__.__....._.__.....D 0 D
3499, Totals Lines 3401 thru 3603 us 3498(Line 34 above 0 0 0 0 0 0 0 0 0 0 0 0
(a)Finance and service charges not Included in Lines 1 1035$......................................
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products -------------------------------------- and number of persons Insured under indemnity only products _------_.
��Illlp�l�ll�ll�lllllll�ll lllll�
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company 0 5 1 3 2 0 1 3 4 a o 4 0 1 0 a
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Grou Code 1228 BUSINESS IN THE STATE OF Rhode Island DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 17 12
Policy and Membarsbip Fees,
Less Return Premiums and
Direct Defense
Premiums on Policies not Taken Divgends Paid - Direct Defense Direct Delenso arq Cost
1 2 or Credited to and Cost and Cost Containment Commissions
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense antl Brokerage
Line of Business Written Earned on Direct Business Premium Reserves (deducting savage) Incurred Losses Unpaid E Taxes,Licenses
Expense Paid Ex ense Incurred Un aitl E arises and Fees
1. Fire.......................................................................................................... -------
.1 A Ietl lines--------------------------------------- ......_.
2.2 Multiple peril ttop...._......................_.._._...._...................._................_.._._............_.__..__.......... ........_...._............... .........__.........._......
edemaI -----------------......---------...._........_-
3.
armowners multiple pen..............-----------------_----------------------------------------
4. omeowrrers multiple peril._......................................_.__..........._................_........_.............. ._......................... _....._..................... .........._.----------...... __._........_._.___-__.._._ ....__..................... _........... __ �
5.1 Commercial muRipte pert:(nom:lability portion).............._....._._._. _.._._...._._._._ _.__------.......
5.2 Commercial nnnti le aeni(liability ............... ..
P I ( ty Portion) .._.._ _---
...............
8, Mortgage guarantY_---....----------....---------_....----.---._----
8. Ocean marine ----_._. ---.---..........._.__._... __..___._.__.._..... �.
..............__...._...__. ..
9. Inland marine......................................................................................... ........................ ........................
10. financial guaamY_.___...._._...........___..__.__. -
.........._._.............. .---.---..........___...--- __.__..._...__....._._._. ..
11. Medical professional liability................._.........._._. -.-.-..................__
........................ ............................. .__------__-----._......--- .___._........._._._.__..--- -------.__-__...._.._...... ..
73. roup accident and heath(b)_.. .. _..___......_..._....._._. _._._._.......___._...._. ...................._.__._.
14. Credit accident arid health(group and Individual).................................................
15.1 N."ancel renewable accident antl health(b)._......_..-. ...._..___._...__-----------_ .__.._.-_------.___....__ ... ..._... ___ ___.___.__..___...__--- ..__._.........__....._.. ...........__..__..._..---- ..
1 err-tee a to accident amid nt and h-------------------------.----------...........----------------.........---.._.-- .._............_............. ..
15.3 on-nm
...................._------.........._.._._.------._..._.__....._. ___...__._._..__..__..__._ .___......_.___.._...---
15.4 Nonrenewable f-'
slatetl reasons Doty(b).._.___. ---------��----..--.------
..__...._..__._._....._............. ........____......_____
� 75.5 Other accident only........................................._.._......__._.................._.__...........................
....... ...........
.........-----
.... ..._-___.._...............__. ............_.._............. ....._....................... ................................._ ---------------......_...__.-------------. _._---------.....--------------------_.... ..
.------------------------ --
' 15.6 Medicare Title III exempt from state taxes or l------- .....--------------_------------- .................____._..._ ..._._____.....__.__.._..._. _. ._._. .__...___.....__.__._..___ ---------------------...._.. _.___.______.._..___.._ ______._.._........_----- .._._.._......._...___._. -_..____.......__... _.....__.._.._.......... ..._..
15.7 All other accident aryl health(b)............................__. _........._................_. .__........._.._-___........ .........._... ....._ .__.....
15.8 Federal employees Malth benefits P:an premium(h)..................................._........................... ......... ---------- .................._......... ._.___.........._.._.___._. ............................. .......__...._..._...._._._ .......__.___
16. or ems'wrnpernatWn....._...._...............__...___..._...__..._._......._._....._.........__..._.._______.._.... _........._._.__._.._...__ ...-----_------------------- ......._....__._._._.___. ....._._._._._._.......... _................__._._..... ....__._......___._._.... ......___........_._____. .................._.........
171
Other Liability.occurrence..................................................................................................... .........._.._-___........... ............................. ._............._-___......... _......................._...
77.2 Other Liadiiy-aaims made................._........_.__._.._..____._..._.....__.....---7.3 ..__._..................__ ........._..._.._..__._._. ..._.._..__.._.._.._.._.___ .. ...._. ._____...___. .__....__.......___.___... .....__-_._......___.._.___.. __.__....._
..................
Excess ars'compensation.........._._.. ....................................................... ._......_ .......... ......
18.
Products liabllilY..._._.........._..i-p-e--ona-I.._.._-__.....-Hon..._---.............................................. ._......_...._._...------- ..........._.._......_.. __ ..
19.1 Pdvato passenger auto no-fault(personal injury prIXectlon).__.__.__. ---------
19.2 Other ...___. _.._........._....__.
private passenger auto liability .................... ...........___............
........_..tect..................................... .................._....._--- _............................
19.3 Commercial auto ra�lault ersunal iri u
19.4 Other Winmercial auto liatrliry..._.................................. ....__..._......................_. ........._..._.._......_...._ ...._........._............ ._._._.._...._..._.......__ ._.........._............... .._._....._......____.._ ..........__................. ..._._.............._...... .................._._....... .........._........._....... ._.._....................... ..
1.1 Private Passenger auto physical damage.................................................................................. _....._...................._. ............................. ----------------------------- ---------------------------- ---.-------------.----------- --- _..__......_..............__ .....__............... ........._................_ .
Commercial auto physical damage __ -------------- ---------._..----------------
22. Aircraft all perils) _. .__..... __......._.........._ .........................
23. Fidelity ............................
$UIP. -----_....._---------------
24. ty.......................... ... .._-.._..__..............._.........._._...400 .............__.........549 ..................._212
26.
__.._....................... .........___..._.........__ ..Burglary and t ............................................._......................_..._....... ........ . --
..........................60 ....................
' o er and machinerry.............._....__...._....._......___....._.-_....___..___..._._. -----.......-.----------.-- .1.608
28. a.......----------------..................................._
30. Warranty
----..._.... ..._.................._....------------
... ._...........................
nty-- _.......----..........--....
34. Aggregate write-ins for other lines of business....._....................................---------.---_.._.__.._-D ..._.0 .__._-0 0 ..__._..___......_._.._. .......__........_.._.....
.........._.....__ _...___....._. ................_....__-._ ---._..._................D .............._...........p ....._._......._......__.p __._.........._.__.......➢ _.._......._............D ._........................➢ ......_.................._0 p
...........................
3. "i TAS a 400 549 0 212 0 0 0 0 0 0 1.A08
DETAILS OF WRITE-INS
3401 .....................................-
3402, ............................................................ i
34 . ...........................____- _.........__......_..._...__....._._._..._.__..__._......_.._._........_........._......_......__._._.....__......__......._......._.........._..__-__......... ............
3498.
ummary o renuenihr write Ins or 4%I341rom overflow page.............................._..............D ..._.......................➢ ...........................D .._..._....................0 ..........................0 _.._.........._..._._._...D ...._.............._._.....0 _.........__.._............D ...........................➢ ........._...._............D
3499. Totals Lines 3401 ihru 3403 us 3498Line Line 34 above 0 0 0 0 0 0 D 0 0 0 0 0
(a)Finance and service charges not included in Lines I to 35$......_____........---
*--------_._.
(b)For health business on indicated lines report:Number of persons insured under PPO managed care Products .....____.._..._.__..........__. and number of persons insured under indemnity only products ........................_..........
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company p2 9 I��II��l� ll�ll�la p llllll�l�ll�l��I���II0 1111111111111111111 If
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF South Carolina DURING THE YEAR 2013
Gross Premiums,htciuding a a s g NAIC Com an Code 29513
Policy and Membership Feas, 8 g
Less Return
Premiums mid 1 p 1 t 12
'am'..—on Policies not Taken Dividends Paid Direct Defense
t 2 or Credited to Direct Defense Direct Details¢ and Cost
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses and Cost and Cost Containment Commissions
Une of easiness Y and
Containment
Written Earned on Direct Business Premium Reserves (deducfi salvage) Incurred ::4—
Expense and Brokerage Taxes.Licenses
t. Fire........._._------._.---------_. Expense Paid Expense Incurred Unpaid arses
............................................................................................. and Fees
pedloos_...._._._................................_. ._.._
2.2 Multiple r+nlp ...._......._..._.._...__._.._ .._....._ .__.._"_....._.__..." _...._._.__..__..._. __._"._.."_.._"...._...
p,p, op........__.._.._"._-.--------._. --`--------._._----. ................ ...
22
Fade at hood.................. ...._....._.................. .............................
........----_
................................._................................_......_.............. .._........
armowners multiplelpent_-----.------.---------------- -------------"------ _------
omeowrrsas multiple peril............................. ---------
Commercial multiple peril nOn�liabili ......._... ...... .............._......._.__ .... ...................._... ......... -�
P P¢ ( ry Portion) _................... ...._.__......_....__. ........_...... _...._.....
.2 Commercial multi ie mil(liability ___.__.__...............__ __._._......_...._...__._
P Pe ( ty porion)...._.._..._....._.
6. Mortgage guaranty ............................_............................. .._............._....._ _......_......_......_...
Ocean8.
manna-----------...-----------...- -------- -------------
----- -------
..--------------..... ---- ------ ------ --'---
In and marine__...._... _
f9.0. Financial uarant ................................ .........__._......__..
guaranty.................................. -..------------.- -__..._................. ...
iMedital professional liabililY..._............_._.._...__..._....__.____..._........__ ...................... ._...__....__......... ..__._.._...__.._.._ ........_...__..._._.__... _._..__._._.._...__."_ __.__------._........... --------
11. ._...._.___._..... "_..____....__._...._. ..." . ..-"__.._...._._ .__.._.__.__........_ '.
2.
Earthquake.....................
............. ._.._...-----------....._- ----......_"_____...__..
Group awl ant and health(b).____..__.._..._..... ._........_._._...."......_. ...__.._"_...." -
r i awl Drat and health(group and Individual)....__._..._ ................._._.___.... ._...._.._._.....__.... __...... ....._......----_._._
.I Collectively
renewable awident and health lbl.._............_..............._.........._. ------........__......_..... ......._............_..... ..-----
................. '.
_..-__"..._._..._..."_..
15.2 orrcance a a accident and haahh b .__...__..._._............ .....___........"_.__.."_. ..
......... ------ ---------_------------- -------_-----
.._._....._
15.3 Guaranteed renewable accident and heaith(b)....................... _------.._.-..-.._-..--._-. -
4 on•renewable for staled reasons on b "-------- ----------�---�-•�---�- �-�-------------___.__.._._
77.7 _.._.._._...._......................_...._.._....___..,- __..._.__..__.._..._..._._..._._....
....____.._.__._............._....._..t .5 Other accident Dili ..
__._...__._..._.......... ._..__..__....._...___.._..__.___..._._.._. _.-_...___....._._...._..._._...._..._".....
_ --.---------.___._.._.......__...
.
.---..._......_.._..
-.-...__....__.....__..(n a care e exempt Iromstate tans orFees.................... . . ..r o or accident and health(b)------------- __._...__._....
1 58
Federal a pto e¢s health benefits Ian mmium(h1 -- - - ---- -- . ------- ............_........_. ._....._......_......_...
orkers'wrnpatsation.............___.............. _.---- -- -------------- ---- - ------------- ' . -----
__------ . .. ---------- -
-.............-----`--' - __....."_.-..-..-..-._"..._._.....__..__....__._._...._....._._._Other Uabili ' . . -t rLiability-claims made..................__........-'--'-----'--77.3Exesvrorkcs compensation..._..._.............._.._....._.- _.._.......... _._
'
Products
1 .2 iiabilit
9Of iabiry .............._._....................._._..__......___
".. _ - .._...._.._....__ ..._............._......_.....__._..._...._ ..... ..�__..._..-._......._...-.
(Porsonal in'rY prolectlon)_..--.---.__ .-------
'----_------
- -.-_-.-.--..-.-.-...'.-.�.-
.-.-.-..'.�.-.-.-.-...._.._
_._.............__.._.........__
_.._..._..___..._ ._...-.-.-................".._."" "..---
.._._....-_-.--"-........ ..... ...................
.........
.. . ...__._ .---
.... .ova Palson9or auto no-ault
her private passenger auto I
19Co (Personal triuryPfun)....................................... ....... ...... _ ........................ .....................
t erwmmercial auto liability...._...... ------ ..... .......... ... . _.._._... ._ _... _ _ _ __..__."_..._._
.....__.__...........__.. ....._............... ...... ..21.2 Private passenger autopSIl damage............................................................ .. ..... ... .... ............
2Commercial auto physical damage.................. "
._._......_...
_
22.
Aircraft a peri s _ -"-....._...._ ---__.__.__......"_..___. .._..............._......_.
.-
24. Sure ........................................150 ..-_---- .. ......................... ......._.-----....-"--- _.
26.
Burglary an i i L...._._.
.149 ---
..__._.._------
.._.. ._.........__.__-_.._....
27. Boller and machine ------' ...... ........ 1 580
machinery................................. ....._.... ....-- .....__...............
28. redit
........"_...................-----
30. Warrant ....... ..___.... _
4. AggregaOTALSte write-Ins for other lines of business.._._.................._....._...__.__ ......_......__.._....._... ._.........._......._..____
-150 _.__...._._........._..D .....0 ...0 ...........................➢ .._......_....._..._...D ".....
DETAILS OF WRITE-INS 149 0 0 0 ...........................0 0 45 1,580
3401.
402. .........................................__........_.._....._
3403. ..........................__..__..._.... ....__............._._ __...__-__---
...
3498. Summa',',no.
of remaining write-Ins for Une 34 from overt7aw page................_...............-.__........D .. ..........._.._... __ ----- ....
.. ._._.... ._...
.........................0 - -... ............................................_.........
4 otals Lines 3401 7hru 3403 us 3498 Line 34 above 0 0 ���-----�-----........_.0 ...........................0
0 0 ..._........_...._...._.0 ._.._.__.0
,a! nonce anA service barges nal included in Lines 7 to 35 S--------------------..........__._. 0 0
(b)For health business ori indicated lines report;Number of persons insured under PPO managed care products _ aid number of persons insured under Indemnity cell
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company I2 11 Ii�� � �" '���I�'I ������II�II' �IIII��
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OFSouth Dakota DURING THE YEAR 2013
Gross Premiums,lrxluding 3 4 5 6 NAIC Com an Code 29513
Policy and Membership Fees, 8 9 10 11 12
Less Return Premiums and
Premiums on Policies not Taken Dividends Paid Direct Defense
1 2 or Credited to Direct Defense Direct Defense and Cost
and Cost and Cost Containment Commissions
Dived Premiwre Direct Premiums Policyholders Direct Unearned Direct losses Paid Direct Losses Direct Containment Containment Expense
Line of Business Yand Brokerage Taxes.Licenses
Wdtlert Earned on Direct Business Premium Reserves (tledvefi salvage) incurred Losses Unpaid Expense Paid E ense Inwrred Unpaid 1. Fire._.... Evens and Fees
Allied mos._.
8. Ocean marrin
-------------
Multiple'pen]crop..........----------------- ......_......_ ._.._.._...._.__
........................................................... .. ..._------
.............................
multiple3: Farrhowners Pan-----------................._-__.__.......__..._........_.._
.................. ..._._... ..._.._...""-----
per
ome ,clal ul a peril
....._............................................................................................... ._...............
./ ommercial multiple al norl-ilabili
._.._ _.................._...__. _..._....
52 Commercial—triple pen labiilry Portion)___......... ....._ .._._
6. Mortgage
guaranty.......................................... ._._........__-__..._. ._. -- _..........
---------------------------
Inland
ii ....................._..._..................__...............__........................_.. .........._......... - _......
10. Financial guarargy......................................... .... ..__..... - --
..._...................._...._...._.._....._._--------------------- ..__....
_._._"_.... ..............
e Ica pro esslona hahility....____"..............._..__.__.......................__...__.........._......_..._._..._ ........_...............__ ..__............._....._..... ...........__._...._._..... _._._.._____ .............._._...
...-..._..--....._ ...............__...........
1 2 Earthquakeacidare......................................................................._............_...................._........... _........
_.._.__.._-..._..."__----
Group ecce em a health(D)___.._..._._ ......_.._.._..._._.._.._
14. Credit accident and health ". _....._..............._.... ------------------------------ _..__...._..._ ..__._.._.....__......_
(group and individual)......... .......................
of eaively renewable accident find health(h)...................._........._._........... ...................._.._....
75.2 Nun-rancelabla accident and health(b ..___.__..._.............. -...._..__------...._.__...._.__.....__ ........_-----._..---_- ._------
Guaranteed renewable accident and
healihlbj........................................ ..._................__....... ...................._........
.4 on-renewaDe or f:taletl reasons on 'b .....___...................
(p 15.5 Other accident only...... "__....... -_ -
15.6 Metllgre Title%VIII exempt from state taxes or tees. ......................._ -........_.............__ -----_ ......_...............
..
15.7 All other acddont and health b ...___................__ _..__..........._......_...
5.8 etleral employees health benefits plan p remium h ----------------
6. or rs wropetnatlun-----------------------------_---------------------.......................__ _ .._ _
17.1 Other UaDili ------'�----`-'--` ----"'-- ---.----'-'----- ----------`---
ry-occurrence..._.................
72
Excess wo rs compensation. ._-------------
73 .------------_ --------...__.._.............._. ..__..__._.....__......... ......._.....OtherLiability-claims made..........................................
roduf5liability..........____. _ .....
. _ __.__._........._._.._ __--
......_................
v
pssorgor auto no-.fault
.(personal injury...r.y...protection)
..........................................................._..__.__...._. . ....1 ...._...................... '--......... ............_.-..........--.-_-.-.-.9.2 Oter prvae passenger.,to liability .................... ...............
......._.........._.
....._.. .....
....
....................
Commercial auto no-fault(personal injuryry DrolectWn).....-...."."..."......--'--
t e
Prvar mmrcl auto liability ........... _" --
......_....".."..........-..-.-.-.__-_.---_ ......___._.__._.._.__ _21.121.2 e passengeauto physical damage....................................................
Commercialauto tys ca amyo_......_..._...._
Aircraft a penis)_....._ ...--- .-----
._._.._......... : . . . . . . . -Fidelity .... ..-
_...____....24. Sure . .. ......... ------------------- ....._...
'
....................--
.
27. 2 166
Oiler and machinery...__.........._...._ '.__........................
a Credit
30. Warran .._.__.__........._._
.._........._............-----......._.................................. -......._---'.........--- ...........-----...__ ---------......
34.
Aggregate writeins for other lines of business................................. ---."."".................._.
35. TOTALS a1 ._..._._._ ...D 0
----------------
DETAILS OF WRITE-INS 0 0 0 0 0 0 p 6 0 "........"._..
3401. ._....____.------_................ _ 0 0 2.166
3402. ..............__.._........__.._........._.........__...._............
3403. ...........................................................
3498.
Summary of remaining wr 03 Plus
for Une 34 from overflow page.__................. - _.....__...._......_..-..................._..._........_..
.........................D ............._.............D ..._._...................._D ....0 ..........._...D
3499. Totals Lines 3401 ihru 3403 us 3498 Lina 34 above �������--���--�--������ ���'���'"�- """""'- '-"'""'""'""""'--""'---
0 0 0 0 0 ....D ...........................D g D
0 0 0 "....."...0 .__.....___-_. 0
a)
Finance and servke charges not included in Unes 1 ro 35 S_........._....................... 0
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products ...................................... and number at persons insured under Indemnify ally products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com any'i 1�IIIU'I �i
p Y
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Tennessee DURING THE YEAR 2013
Grossed Me ms,Incl Wing 3 d 5 6 NAIC Com an Code 29513
Pocky and Membership Fees, 7 8 9 10 11 12
Less Return Premiums and
Premtiums on Pdtoles not Taken Dividends Paid Direct Defense
1 2 or Credited to Direct Defense Direct Defense and Cost
Direct Premiums Direct Premiums Policyholders Direct Uneamed Direct Losses Paid Direct Losses and Cost and Cost Containment
Direct Containment Containment Commissions
Line2�1 ..Business Written Eamed on Direct Business Premium Reserves (deducting salvage) Incurred Losses Unpaid ansa Paid Expense Incurred Expense antl Brokerage Taxes,Licenses
L Fire........................_..._....._ Un aitl Ex arises and Fees
ledInns..__.....____....__._.._.._..._.._._._...._.___._.._.
2.2 Multiple aril crop ...___... ...-----------.............. "...._
................................................. .............................
..__.- _.
.__..... __._.__...._._
armowners multiple peril.__.._.............. _.-------- ___-----._..___.._......... _.._.........__....._._...__
4. Hortleawners multiple peril......................_...... ------....._"__-.....-...... --------
-----------------
..._.._-..
5.1 Commercial multiple peril(non-(lability portion)_._._.._....._............._.__._._ _._..._._---------- _ _. _...__..............._..._
5.2 OmmerCidl multiple .".___. ._
....-_. -.....
P peril(Ilabiliry portion)..................._...-_..........._.....-,.............__._...._._......_ _....._.._........._....... ....__............__..._ ....._..._.._.......__... ._.........._.__.._.... ..._........_..------.
6. Mortgage guaranty............................. _ .. --- _................._....._
seenmanna .......... ---- -'--"--- '- .."'-- ----'--___ ..
9.
r a marine"'......' """..._"'_..."'...... .....""................'."
..................................................__....................... _.
10. Financial Uaram .............................. ........................ ......_..._.........._.. ....
_._..._._..--_----_-----
71. Medical professional liability --------------------�� ----------------�--�------.-
..__...
(D . o ...........
..__.......
._.__....._.
........._....._...._. ......_..._........_. . ..
._........................... ........._.._..-.........
...................................
13.
a ---
-------------
— -----Group accident a f"
14. If accident and hoalthgrou and Indivqual)--._..... ...... ............. .................._..._... ----------------------
,5, Collectively renewable acident and health(b) ............-......_......... ......... _........._ ....._.__....._.
ocancelable accidentnhatth(l _ _ -_...
........"._.._...._........ .
._..........._.... .. _......_...
15.3
.........._ ........._.-._....._.._........_.-..._..-..... _
.._...._._.._...._..._.......rn '...uamntee renewable accident and health(b).... '.._......
......
4 on-renwble or slated reasonson h . ---------------------------- --_".". " .
cher accident only.._........_.............. ----------
15.6
nle ewe tfrom state taxes or fees .......... _ , ...._.__..
.r dihor—deetand health(b) . .-
15.8 Federal empbyees health benefits Ian premium h.................. ._..__--...."" -...._..-----. .... '_'__...._................ ............................. ..__......_........._...... ...___......____...._..... .......yr arsurnpensativrr
16 17.1 0
17.2 Other Liatrli -.. .. .......................... ...........
ry-claims made........"-'.........._. .....................""... .............."'-......... -_..........
..............-"325,919 '--"-'-'-"___198.103 '. "'-."'--'-'.....--'-"
7.3 ..................................._......__.................4 3 ..___........._(13,479)_________...._23.924 _....._..__._...4i8,260 39.6
xcess woBers''compensation..._...__..._ ..".___...__...25.441 .._..-----.._--- __ -
._..__...._... 223.525 ...._.._" ......_
Ia. Products liability -�-�-�--�--��""�""��"-"�"��"" � � �" '
.......__._... .._A7.305 ....................12.148
1 Private passenger auto no-fault(personal injury protection)_._................. .........._._...____...... ___.__._...._..__._.. -_...._........__......
19.2 Other private assen,cur auto liability __. ..__..____..__...._
P q N....__. ...._. _._.._......_.__....._ __...._.........._....'_ ......_................
19.3 Cortlrwrcial auto no-fault ergandl injury ..........................._ ..............__.__......_.. .....----------------- .. .__....._.............. ..._......_......
......
(PProtaction)-.._.....___............. _..._...._...__......_.. ._
19.a Other commercial auto liability .._.__...._..__._....".... ............................. ...._._.__.____._____._
21.1
Private passenger auto physical e... ................................. ..._.......................__
21.2 C
ommerca auto lyrical damage._._..._.._.._.. _...__.._._..__..-._...._
"__..-.--. .......
22, Aircraft(a perils)..._............. .._.____.__.............."
23. Fidelit ................._...................._.._......__._......, - .............
24. Sure ....__-------------------1.984 - .. _.._......_.. _ '
.. ..
ty......._.__...........__.....____........._ ------------------- -----
...368 .1.663 .._..._._................ ..
26,
Burglary and theft........._....._..... ..._.._--.....__-------- ._
..................... ......................581 ...................._.__.59
27. Boiler and machine ....................._-.---- .__....-----------.._.__---
rediL_..._.. ..
30. Warranty .. ............................. ............................. ............................
28 Aggregate can e-ns or other lines of business..._...._____.__.._.._.._ _..__......__._._.._....
35. TOTALS al ........_-.._.............D ........._.....__._........0 ......_........_._.
409,776 326267 --...0 .._".............'._.....0 ............."'......... 0
0 199.766 (13,479) '.D ...-....."'...."'......_. D
DETAILS OF wart E-INS 113 4791 23 92a 478.280 39.6 25 491 223,525 �"�-�
3401. ....___..._....._...........
47.886 12,2077
3402. ......................................................................................._.
..................... .....................................................................
.........................._._...._.........................
..___..._.......""'................................................................... .._.._........ .........
ummyry of remaining write-Ins for Line 34 from overflow page.................... --------------_--------...._
3499, Totals Lines 3401 rani 3d03 lis 3498(Line 34 above '-"""""""'"""'"'""""'D ......................... __...._...._D g
6 0 0
(a}Finance and service urges not inclWed in Llneg f to 35$._......................_5,948 0 0 0
(b)For health business on indicated lines report:Number of persons insured under PPO managed care products .............. ........_...__--. and number of persons insured under Indemnify only products -----------
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
I2 9 IIID . ' . . . III
NAIC Group Code 1228 BUSINESS IN THE STATE
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)OF Texas
crow Prertriums,Irlclutling g 4 DURING THE YEAR 2013 NAIL Com an Code 29513
Palley and Memharship Fees, 5 6 T 8 g
Less
Return Premiums aid 10 11 12
Premiums on Policies not Taken Dividends Paid Direct Defense
1 2 or Credited to Direct Defense Direct Defense and Cost
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses and Cost and Cost Containment Line of Business Direct Comainrnenf Containment Commiasiongs
Written Eamed on Dirac!Business Premium Reserves (deducting salvage) Incurred Losses Un id Ex ansa Paid Ex en"'Inwrred Ex ease and&okera a Taws,Licenses
1. Fire._.__.__...__................................_._......_.__.._......_..__...._ Unpaid E eases and Fees
2.1 Allied lines............... ......_............-....._...
2.2 Multiple peril crop ._....._..................... ................._.......... __..............__....._ _..._.___..
2.3
anneal ctsmultiple
u............................................................... _.------.---.------.._.---...
armowrdrs mu u e peri!.................................. ----'-'-----'-----"--- "----..`-----'-`--`-- ---'-
--------- "----'------------
omemvners multigo peril.................................. _.__......_..... ___............._...._......_ ...__........._............._
.................................................................... ..... _ -----------
rtnnarclal multiple ell(non-liability ............................. ......_..__._...______ ....._....-..
P Pe ( ty portion).._..._.__....__....._.._._._. .. ....._...................._ .. .....__.._.._.._.......
...................................." ..__........_ .._...._...
5.2 Commercial multiple -.....----` ---------------...-- -------"'--------'-- �-----------
p peril(liability ..... ...__.......... ...._......._._.. ._...__ ____...
tY Po...... ..._. .....-__ _.--_--- --- _..._..__........
6. Moria ..............._._..............___-_ ..
Ocean manna, ---'--'-----"-`--"-- -----'-'--------------
---------------------
9.
1 and marine_....._.._.._._...._................. .._..___.........._.__.._.. ....._.__._......_._...._.
10. Financial guaranty ............................... .. _..............
11. professional liability .............__.._..____._._.__�................_.____...._ __...._.__...._...... .............._....__.._ __..._.._................ __.__.__._.__.._......._ _.._.........__.._.._._. _._.__------------------ ___.._......_.____..... -----------------------------
Medical _..__....__.......__.. _._..._..._..._....._ ..__......._..__..�.._
.
.art Quake................ .._...._.............._...... .............................
Group accident antl health(b)----_---------............_........_....._. _..._..._...____.._...... ....__._......_..___.._.__ _._
4. redit awident and health ............................. __._._.._.__._.........___. ._.._.___._.........__...__
group an Individual)ual)......................._..........__. ...__..........._......._.._. ......_............__.. ......_.._......_._...
15.1 Collectively renewable accident and health(b)
......................................... ___........._........_..... ........__........._.... _...............__....... ..........._...._....... __._........._. ... _............._......... .. ...........
on-canoe ably accident and haatth(b)....""__"_._................._...._ .__._......_.___..._..__. _.._____.........___..... ...___...._.._._...___....
1 5
Guaranteed renewable accident and health(b)._.....__._... -----"- --------.-------.----------
............... .
..
.4 on-renewable forstaletl reasons on b --_.._............._...... ....__._.........._.__._... ...____......__......_.____ _ ."
rp Char acddent only._...__.._.._.____.. ....__ ----....__...__...._.__._.._
X 15.6 Med
icare TDd%VIII exempt from state fazes orfees.............. ------ ..............................
1 All other acddont and health(b).........__....._..._................._____..__._. ___._.._...__..__.._._.
.A Federal employees haaith benefits Ian Premium h
P P I)..._........_................
is. Workers'cartpelnatWn..._...._.....__.................. ...._..__...........__._.. ....__.....__._......_.._.
1.1 Other liability-occurrence.__........_.._ ...._...._."_.....___....._ __............."_.._..... .___._------___..__...----7.2 Oth
eris l .ca ms matle........................... ............ ............._......_........
%cess workars'cortpensat(on._._.._.._............._._._...._.__.._..__._._ ......_
------------- --------- ------'-----'------- ---------
roducts liability "-.--.....--�---.....--�--- --�---....---�----`------
19.1 Private passenger auto no-fault(personal injury protection).._.....___----------- ......................._ .........__.........._. ____.........._........ _..__.....___...... ..-....'._....._....... ..-_..-.._...........
19.2 Other _.....__. --- . --- ..... ........__...__------_ ....... -----
private passenger auto liability ................._._..__._ •- "" .. _..._ _........_....
y......._......_.._.........._. .__.._._..____._. -_ ...._..._
19.3 Con,- rcial auto no-fault(personal Injury ................_.....
19.4 Other wmmercial auto liability -----....._.._ .-..............`-'---.... ..—'------------.-..... ........_..--'-'--- -........-----'------ -----.__-._
ry---'---'------- ---- '----'-------- -----PrivatePassenger auto physical damage....._.__._........__. ..._................___. .._........_..._........._..
--------------------- -
2 1.1
21.2 Commercial auto physical damago....----.-....._..._._ ........ .........._-'-'-.-........ ...._.............---_.-'-
--- -- ------`-- --'---`- -
Alruah(all perils)............._..._......_....__....._. ._....._._._.._........_..._ ____....._....___........ _.__......_.___..__..._
23. Fldolit ........._......
24. Suns .. ........................
_
------------ --- ".
Burglary and(heft_. ..................
_.
27. Boller and machine ............................. ............................. ............_._...._1.601
28,
Credit arty._._..._..._...._ ._.---
30. Warrant .___--___............._..._.... .............._...._.. ................_... _
_......----
.................................. .....................--... ..
34. Aggregate write•Ins for other tines of business.._.._. ..............._...._..... ...__._............__.._. ...._._..__....._...._...
...D .__.- __..-0
35. TOTALS a .._...100 1611 ._.._._......__._.._..D ...........................D D ..._......._...._._...._D ➢ ..._............__.._.__.
DETAILS OF WRITE-INS 0 72 0 0 D ...........................0 ..........._...............D .............__............D .......0
3401. __......_._..---._.....-_..-----------------------------------.... 0 0 ...............__.
0 1,801
..................._...._............................................._..........................._............... --------
3 _......
Summary of remaining write-fns for Une 34 from overflow page.....................__._...................➢ ..........................0 ...._._._.__......_ - ---.---_..__......__ __......_-__-__._. _
...........................➢ ....➢ 0 ...........................D - ... ...................................................................__
3499. Totals Lines 3401 thnu 3aD3 us 3498(IJne 34 above '-- "---"""�- ------ ...0 "__."..➢ ..----..................
g 0 0 0 0
(aj Finance and service changes not Indidetl in Lines t 10 35 S.__.............._..... 0 0
.. ......._ 0
(b)For health business on indicated lines repad:Number of persons insured under PPO managed care products _..............._............__..... and number of persons insured under indemnity only products
ANNUAL STATEMENT FOR T Iany2 9 III�II � ��Ia ���IIIIIIII0II�I��IIIIII�IIIIIIII
O HE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company s ' ° o
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Utah DURING THE YEAR 2013
Gross Premiums,Including 3 4 5 NAIC Com an Code 29513
Policy and Memb 0r p Fees, 6 7 0 0 10 11 12
Less Return Premiums acid
Premiums on Policies not Taken Dividends Paid Dices Defense
1 2 or Credited to Direct Defense Direct Defense and Cost
Direct Premiums Direct Premiums policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Con aiand n�metnt Contaiand nometnt Containment Commissions
Line of Business Written Earned on Direct Business Premium Reserves deducting selvage) incurred Losses Unpaid ease Paid Expense to Incurred Unpaid and Brokerage Taxes,Lf-nsas
1. Fire......................... Expenses and Fees
.1 Allied linos.............. ._.------......._._.__._._._ .......__..........._........ .....__........_......__.._
2.2Multi IPp
e
r
i
l crop ................__...._.._
2.3 Federal flood...................................... ...__.__... ............................. ......_..._
armowners multiple peril ---------. .............._._._..__....._..._ ..._......_-__...-.._..... .._...._..._...._..._...
omeownemmultiple peril._....._..............___.................................._................_..................... .............................
-. ..
5.1 C
ommerc al muhi le II onnalrli ------------------------------------------ ----------------------------
.
5.2 Cp per (li ryPn)---- ..._-_...._----------------_...._..._.__ _
ommercial multiple peril(liability portlon ...............__......... ...._..........._......___..
-_......... -----. .......
6. Marl a o guaranty ............................. ............................. ............................. ..._.._.... ...... .._.....................
9 me
I'll
a mar ne.....__......"`"__.__..._................_.._........ ......._.. ...__... ................._.._......_
--------
12 Medical ro sslonal liability
Em-thqu e................................................................................................
Group asci eat and health(b)..............._-_......_ _.__......._._.._........ ._...__....__....._.___... _
14.
Credit accident and health o and Indivdual ----�--�---�-��------------ --_.........._......_._.... .._........_.
ler up Individual).. ......................_....___.......... ............................
15.1 of candy renewable accident and health(bl.............. _ -.--------.----"----.----- -----------.........._...
15.2
oo-ccancelable Ie accident and heatth(b7._.............__..........._. _.__...... .._..____....__._....._ _...._..__...__......_..__
............................. .. ..
Guaranteed renewable accident and health(b). ............................. _ '
15.4 Non-renewable for stated reasons only(o)._._..._..._..._........_._ ---..................._._.. .__----------------------- _....._._......___..._.._ .. �......"".."....._"...... .._._..._...
rDOtheracadenl only.................................................................... _
............................................ ........... ..__......
� ediaare itleXVlll exempt(corn state taxes or lees...........................
.._._._..._.._............. ....---_.....-----........... _.............._..._... _..
.r other accident and health(b)_..........._._._.
__.__..._._. .._...-_..._
I
.6 etleral employees health benefits plan premium(hl.......................... -..._------...__-._..._..- ..__-------_-.------ -- ------------------------ -
. rap 1 awn........................_.......-......_.....—.`..._._..'."...._...._ ._......._....... ......_—_..__._—`......_ ...._`_ _...__..__......`.....
17.1 Other Uabili - .. _.
ry,�occurrence--------.....------.....---------- '--------------------- ------'------'-------. -
....... .._----------......-----
7.2 Other
N-claims made......_---" .._....- -
---------..._............ ..
-xcoss woi ens'compensatlon__.__._.__._.__..._.._..___...._..............................__.__..................._ ----------------------------- _ _...____.._...
16. Products liability ......._...___._.___....... -..-.__. -._..._..._......_._ ........._......_....__
.__.........._.`-...(per.__nal inju(..protection).................... ..
— ------....................
9.1
nvato assor or auto no-fault(personal __.__....__...--`........ ._.--._.....---.----"--- --------------.-----..."-_-- ....._......
79.2 Other private as Sen er auto liabilit .. "
P e y................... ..
Commercial auto no-fault ersunal tri u .................."....... .. _.._...........
19.6 Other commercial auto liability......._........-.._....._.._......_._.._.._..______.__. _. ....__._......_._.... ...........___.._..... ___......___..._..___._, ._._.__.._._.__._- _.____.._.____._..__. __._.__ ..
.__ ----------------------------- .___. -- - _.___._ -._--_ __.....
nva a Passenger auto physical damage..............._..... ............................. ............................. ..............
21.2 1
__..__._.._.................
22, Aircraft(a perils)..._._...._...._. -----------------------------
F
_.____.....__._._....._ .____.__.._............ .._...._
23. Pidelit ...... _._..... ... ........................
24. Surety........._-.........._...._......__._. - - _......._...
26. Burglary and theft ....___....._....__......
................... ._
27.
over and machine .-._._.."-.._
......................
machinery......................... 790
.........................................................
30. Warm
............................................... _......__------..__..----
34. A _ss........................................ __ ......
aewr e-ns or other Ines of business...__...._._._..._ ....D _..0 ...._..._-.._.__.._...._ ._
35. TOTALS a .................... .._..............._._._ 0 .....D 0
........................... .....D
DETAILS OF WRITE-INS 6 6 0 0 0 0 0
3401. ..._._................................_._._._..._......__._____._..__. -
3402. . .............................................
............................ ........_.__........_._......_..._....................._.........._.............._..........------------------------._......._...................---
-----
.------
.._.........._.....................
.............................
........_..........__.__.........__......_..
.._..._.............._...__._'__.._......_._.._..._........------._--..._._.....__..... ----""-------' - -
urts oremaining write-Ins lar Une 34 Iromoverflow page.................... .................._.................................._...................................
3499. Totals Lines 3401 thru 3603 us 3496(Line 34 above 0 00 0 0 ---------'---'-- �
0 -------�-----
_._.....__..0 ..D
(a) marvk
nce and see charges not included in Lines f to 35$_..._..___..... 0 0
(b)For health business or)indicated lines report:Numberof persons insured under PPO managed care products ........................:..._.._..... acid number of persons insured undeirindanitY onl roducis
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
III3 0 4 0II1 0 IIII��
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Vermont
Gross Premiums,Inctutling 3 4 s 6 DURING THE YEAR 2013 NAIC Com an Code 29513
Policy end Membership Fees, Zd 8 9 10 11 t2
Less Return Premiums mid
PreNums on Policies not Taken Dividends Paid Direct Defense
1 2 or Cracked to Defense Direct Defense and Cost
Direct Premiums Direu Prerniunrs Policyholders DIrec1 Unearned Direct Losses Paid Direct Losses :Dlrectd Cost end Cost Containment Commissiongs
Line at Business Writtenainment Containment Expense and&okera a Tazes.Licenses
Famatl on Direct Business Premium Reserves (deducting salvo a Incurred nse Paid E ense Incurred Uxp aid1. Fire._...................... Ex ernes and Fees
2.1
A lietl linos..................... _ _ _
2.2 Multiple peril crop......_.-.._..._.-_._._....._.--.___-._.____..._.....-..._........... .......................... ..___.._-.._.__._...-_.__ _...._.._...-.._...... ---------------------------- ---------------------------- .____-...._____.__ ......- _-.___.._......._.__._ ......- _.._-._
Federal
mnovmflood
multiple p _...-----.....----._...--'- -'..........................
..
3. armowners mu n e pen -- ----- -`- ---
omeowners multiple peril......_....__........_. ..............__...-__....-. _......_._._...-.__....-.._
-----------------------------
4 -----
ommemlal multiple peril(non-Ilabili _ ------ ......._..._......._.._ ......--
5.2 Commercial multiple peril(liability portion)_....______..._-- _.....__....__.......- __..- _..___.-_.._.-._...._ ._-_-----_------._.. ----_ --- _-----_............... ..........__...__-.... .._...- ...__---.__ .._...._._.-__-_
..
6. Mort a o ....-._-___...._. -- ..- ___................... ___-._.-. ......_..
............................. .............................
can manne.... .............__..._._...._.
n marine.nty....___..._ ._-___- .....................
nanciai guaranty................... _... .___...-----------
11, e - roessional liabilii ----.._-`---...---'--'--.. .__.--------'--'---"--'- ---'-----'--. -----`----- --'-'--'
-...._..___._--_....__.....-__-__._ _._.. .__..._._....__....
.art quake........................................_ ._......._..___......._._... ..._..-__.._.................
roup acci en a heahh(D).._.....___.._.....__.._..... ......................._.._.
.........................."-----._..._.__------------------- ..._.--------------------- . ..
14. Credit accident and hoal[h(group and IndividuaQ......................._..__......._._ .-.___..._..__..____...._ _..._......__-__.-______. ...-.._.._.--....___-_-._._ -----------------------
..-......._.__-__...__ _..._........._.__.._.
- -_... ....._ -----........................ .
15.i Collectively renevmhie arxident and health(b)...................................... _._...._...... .-_......_......_...... ......................... ......__._............ ............._.._........ _.._...._.__.... ......_.._._-..-......_
................_----._..__- ....._----._....--_..___--- ...._-.._...._.__.__..---
15 orncanceableac6dentandheatth(b).............._._._.- ..__--._.. ...__...._._.._-_.-_.._ ........- _.._.__._....___
uaranieed renewable accident and healih(b}............. ___._...._.._........__._ ....-_........._............. -----------------------------
.9 NonaenewaDle for stated reasons only(b)............._.._._. .... ......................... ...._...._...._.......-.... ............_..........
15.5 Other accident onl __....._..___.-__._____ ._.---.---------.__._.-._. ---.____._-.......__-_... �
.-..__-_____._.._._...._--- ._._-_._....._.._-._.._.._ -----_.__.-.._._-_._._..
15.6 Medipare TDB XVIII exempt tnOm state taxes ortees............. _.............__-_.......... -_................_..__...... ..............._. ...-..--....__-.._.... ........._...-.._......._
t .r Fe eral 8-ployc antl irohlihnefits_-..-..pra...--__.._-. ..._._-__._................. ................. _
15.9 Federal e. In ees health benefits Ian .___.._....-.._............ ...._.-__.._..._......._.- -- -_ _._ _...__-........_._.._.._ _....._....____..--- ------._.._.._
^P Y P Premium b --..._._.................... .._.._...._._.............._ -_'___
(1................ ...._.......-_......._-...._. ..._......................._. ..
workers'curnpansalion..----.....-----................ ----........."---...--- -
7.1
r aaliry-oceurrence.----"'--. -"--'---`-----'----'--- --'---"'---'--`--'---" -------"'---'---'-"-'
............. ............................. ....................
17.2 Other Liability ......... ....._..____-..........._.. ___...-..........._.......... .-_........._..-..-.... .--..__....
ry�claims made.-----......_'................. ...----..........._----' -.....----.._.._..._..... -----
........................_.- -- - ..
Excess vron ms conpensatfon.--.---..._._-._ .._.......... ......._._....._._-....-
..___..__--...._-..__-- __...-._-
Products liability-_.............. --...-........_____ .....---._...
1 .1 Private pass anger auto no-fault(personal injury protection).......................... ...._.....__......._....._ .....-...-..........-........ --_........._-............_ .. .......__......._..... ........._......_..... ....._......_.........._
19.2 Other private passenger auto liability __ __.... .__._____-._......_._..__. ....................... ..- -.__..
_...._._.__._......__. --....... ..
1 ommercial auto no-fault(personal injury pro(ectlun ---
........_................._.
............................. ..
.4 her commercial auto liability ............................. ................_.._........ .._.._...._................. ...-. _......__..._........... ........................_ '
.._......--._...-.
Private passenger auto physical damage__--------------........................_._.-_-. _-.----.__.......___.__.. ...._.____......_..-._...
............. ..._
............................ ............................
ommorclal auto physlW I tlama3e.................... ............_................ ...._....................... ................-..-......._.
22,
Aircraft(a perils}_.................._...-.-...._-._.-- ...-._..._-........_..._.... -__..........-...
23. Fidelis ------..--'----...-_._...-----'_._ _.__.--.._._....-___ - ----------...... ............
24. Surety.._..id th.eft..............."----' '---._....._--------...
-.......4.294 .4.234 ..--_............._-_-___ ..-._....-_-_..-_.._..__ ._-..._-__.....-._--...._
_._.-_..__._.._.............................................. _-_.._2.129 ..--_...._-....___....-_ ._...__._-...._.._._-..
26.
Burglary and ihe1L...-___...._-.._._-....__...__... _-_.....____._....-._.__-. ._-...--._..._.---..___..
_---------------_..------ -
27. .........................._. ...............-...2,552
Boller and machinery.................................... .-_...._............_........ .............................
....._----------"'---------
30. Warrant ------------------........ .........................
-----------.._-_..__- --------------------------. . ..__-.....-...........-. _........-
294
3a. Aggregate wrl[9-Ins for other lines of business......................................... . ................_............ ....._....-_..........._..... ...._..............
........
..._.._....
.............
............._'___.._... ._. ...-_....'_'__....D .......__..D
DETAILS OF---- INS 0 2,129 0 0 0 0 0 0 1,266
3401. ........................._._.......-..__.._._.._._ 2,552
---------------------------------------------" ..........-----_.--
3402-
.......-----"-........-- ..................................__............_.__.............._......_..............._......_......-.........._..
'------._-----....................................................... .................. ............. ........................................................................
umrrary o remaining vrtilc Ins kr Une 3a from overflow page.__................. ......___._.___._._.........-.__....._...__.........._-___ _-_..... --.._....__-_.-._
-_..D ..._......_. - --------------- -'
3a99. Totals Lines 3401 thru 3403 us 3498 Lina 34 shove ...........................➢ ...........................0 .........._......._........0 ....➢ ...._.D
0 0 D D .._.__.. D ..................... 0
{a}Finance and service charges not Inchdetl in Unes 1 to 35$----------
b) .............____.._._.. 0 D 0 0 p
(b)For health business ori Indicated lines report:Number of persons insured under PPO managed care products ..................._................. acid number of persons insured under indemnity only products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company'
IaNn � llllli�� �illlla�l4llll�l0ll4ll7lllllllallllil�l
NAIC Group Code 1228 BUSINESS IEXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
N THE STATE OF vir inia
Gross Premiums,Including 34 DURING THE YEAR 2013 NAIC Com an Code 29513
Policy and Membership Fear, 5 6 7 8 g
Less Return Premiums mid 1p 1 t 12
Premiums on Policies not Taken Dividends Paid Direct Defense
i 2 or Credited to Direct Defense Direct Deters. and Cost
Direct Premiums Direct Premiums Pollc old.. Direct Unearned Direct Losses Paid Direct Losses Direct and Cost and Cost Contalnmenf Commissions
Line of Business inment
Written Earned on Dtract Business Premium Reserves (tleducd salt' a incurred Losses Unpaid Expense Paid EzCentai Incurred
Expense and&okera Taxes,Licenses
I- Fire.._.......__"._.....___.........__................__......_..._.... manut
Unpaid Expenses and Fees
All
.1 Multi lines eril......_.......................................................
............................................
.............................
2.2 Multiple peril a ............................. ....................._...__. ............._..._._....... .........."...._...._.
23
_ -----------------------------
eller flood........................................... ...._........._......__...... .............................
armowneis multiple peril._........_-----------......_....__
ortteavners multiple peril..........................._.__._.._...._ -..._ __......__..__.._._..
Commercial multiple peril(non-liability ion) --_.. ......................... --�- ...... '
.... ............................. ..............._..._......._ -...._..._......
52
Commercial multiple peril liability Portion -"........_..._.._....._.._ __...._ ".._................"
6. Mortgage guaranty ..._. .. ".__...._....... .. ...... .._
8.
---------------------'
Ocean marine................." - ----------- ------`-----------
na marine._........._.'
10.9. Flnandal guaranty ..----_...._.........._._.... .
12. Earthglprofessional liability ----------------- -_-- .....__................ _... ----"--."."-------.
.. - .._........_._
13. Group evident and health(D)._...-......_........_....__._...__....._................. _------------.._...------ ...._.-----...._.------_ _........__.._......_.._. _._.................-----_ ............._..........
14. Cr ............._. .._
Credit
avldertt and health o and IndlvWual .__.__._..._......_.___.. __.._._...............__.. ---
_ __ _.._..._._.._.
...
(Or up )._.. _..... ._....
e ecavely renewable exidenl and health(bl.................... -..............._-.-...-... ............................. .............................
-----
on-cancelable accident arta heatlh b -. ._.---_.....__..__....._. __--.--_.-"---.._---.---_ -
1 53 uarantee renewable accident and health(b) -�. ............_...._.__....._ ��-----��---
.4 Non-renewable for....etl reasons only(b)..... ------------------------_-------- --
15.5 Other accident only ..__._._..____..._...._._ - .-_....._.___...._ ._.....__._...__..._.._. ..
............................. ------........_.........._...
� Medicare Title I axe mpt from state razes or fees.._.._...... ---------
.......-.......__. ..._..................._... ..................._...
5 All
Other accident and health(D)........__....................................._._..._..._.__....._...... ___...._.----------
._...___ -----
__....__...._....._._._ ...._._____.
etleral employees hP.allh benefits plan premium(b).---....___..------..._. --.._
................... ........_....._._._....._. ..- ..._......_
6. orkers'wmpensafion..................................................
_..
17.7 Other Liability ....._............... _.___.......__..._........ ---
.------
........ _._......__...._.._..._ _._..._....___.."..__ ._.._
77.2 Other liability-damns made--------------------- ..._......__.................
.. ---
xcess-,kers*compensation._...._.._......_ --._-._-.__
10. Products liability., _ ""_..._....".
Y........_.._.........._._------..._._...__.--- .__._.
19.1 Pdvalo passenger auto no-fault(personal injury .._._._..
P >0 (P N Y Prolectlon)........_.._ ... ._...
19.2 Other -..._...._ ------..._...----- _..__......___...._ .
Private assert,er auto liability __..
P 9 Y_.._._..._._- .....-_....-_.._.......__. ----------------------------- ". _
19.3 Commercial auto no-fault(personal Injury
(P 1 ry
t er wmmercial auto liadliry_'__- ..........................-- -- --'.-'---------- ----'----
Private passenger auto physical damage....._.__........___...__._..._. .__.__._..______.__..... ...._._.......__._......_.
--------- -------------
19
21.2 .._ .._ .._..
orta-rorclal auto physical damage.................................................... ........_._......_..._ ........................ ................_......_._ ........... .__........._....._.. ......_.........._...... ........................
22. AircraftII ..................................._.
(a eras ............................. .. ._. .........._.... ..._..._.._.....__._... ....__...
perils)...._
Willy
26. ........_................................ .._.....__._..._.. ...__....._.-------.__---- ....._.._...........--
.....thuf...................................................................................... ..... .............._......_...
..255 . ...._...._........__.........
_1209). ................... -- .._.....__..__........._. ..
_._.._._...___.__---._...
26. Burglary and then".._....................................___....._.__... --..._.._.._._.......__._..
27. Beller and machine .._......_.._.._....__......._.._......._.._._..__ ... ............._._.......177)...
............................. ... .....2.030
.............
Credit-----------.............._.._..._.__ _-__.__. _...._..__..._
30. Warranty .._____._..___._.___.__.._ _._...__..__..._..._....... ............._.____..__._ ....
3d. Aggregate write-Ins for other lines of business._...................................__ ........_............_D .....__.......-_...."_..0 ._..._..__.__.__-----D _ _._
35. TOTALS at ..-.. _.. .._........ .__............._.......-D D .........0 ... ...____.."....._._._ .._......_._.._..___..._.
_..."______________________ _.___........._.D ._.........D ......p
DETAILS OF WRn'E•IF1S (2031 p g 0 D D D ._..._...._..._._ .._ D D
3401. ..........................
D (77) 2.600
.............._...-.-..._..---
402. -------
.------
.---------------
....--------------------
.-----
..----
_...---------
.------
...-------------
....----
.-----
...-----
............._---
.------
......._......._............----------------------
34G3 ............................................_._..._..
. ......_..................._......_....._..._........._............__...._............._.._........._...._...._. .......
3496. Summary of remaining write-Ins for LJne 34 from OveAloJi pAge._..._.._._..............__._-_----------D _... _.._..-,-...._._..__ _......__._........ _.__..___.___...".__ _
214. etas Lines 3901 thru 3403 us 3496 Lina 34 above '--'--..----..--. -----�----�------- D ._.......__. D
p 0 D 0 0 0 .........................0 p
(a)Finance and service charges not indtgetl in Unes t to 35$..____........ .._ 0 D 0 ..................__._... _......._._.--._.._._
(b1 For health business ori indicated lines report:Number of persons insured under PPO managed care products ........................... ata nuroer of persons insured under Indemnity orily products
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company Iany2 Ill �II��I�� �. . . �. . III . �IIIIM�
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Z
eros,Premums,in3 4 5 6 DURING THE YEAR 2013 NAIC Com an Code 29513
Polley and Membersh7less Return Premiu11 12
Premiums on PoliciesDividends Paid Direct Defense
1or Credited to oired Defense Direct Defenseand Cost
Direct Wenuwre DinePWlcyhoMers Direct Unearned Direct Losses Paid Direct Losses and Cost and CostDirect Containment Conpenserrt Commissions
Line el Business Written n Direct Business Premium Reserves (deducting salvage) Incurred Losses Unpaid Expense Paid E Cense ncurred Expense and Brokerage Taxes,and
Licenses
2 Firecllines.................................................................. Unpaid Ex ernes tlFees
led lines............. ...............__...._........_. ---
-'.------ ------------'-`-
Multiple evil tx -----`--�---�---------- --------------"------�—
armowner5 multiple peril._._-------------------- ................___........ .._...._.._..
4. __._...._..._._.____.._.
omeowners multiple peril.................................................... .............._._........._. ..........._....._......_ .._._......_.....
.. ... ........ ..............
- --- -------_
2 Commercial mvniple peril(liability porton) . ------------------.
..--
._.._ -_._ _ ._... -- __ -__._.- -
___._..._......_.___._____..._._.._._
5.1
lity
..._._............___...... .6. Mortgage uarant ......... ____------ ...... ............................... -omercial multiple perl(non-itpportion -----
-8. a ._......................... .. ........_
reamm ....._.._-------- --- -----. ..__"----.... ............................ ......__._..
---- - ------ _ ----------------
19.
_-.....__--._
Inland marina ...................._...._
Flnanbalguaranty................. _............._...... ._............_.._........_. .............................
_ ................... -------------------------- ----------------------------- '---'-----'-.---..--.. ----- -----0, Medical professional iiabslily _
......_.............
__...
. _...................
.......................... ..._.................... .----_....__.__....__...... ......__.....__...._.._..._.... .......__................_..:
___..._.............._... ---
-
-
3.
1 2
_..........-_.-.-.-.-.-..-
etl and hoalth o and IndvWual . ----" ---------------------- --..___._........... ...rou accident and health b ...................... - ---
___._....._. . .............._._....a quake_........... ..._..........._.... . ... . . . . .. . . _ . .
i4. Credit acid
Collectively renewable axident and heailh(bl.._.__...._._...._..................._......... ------
............15.2 Non-carcelabfaacdtlentandheathb
w ..._ _.......................... __.._....______----------
---
53
Guaranteed ................_.. ......_.__
Non-renewabletatlson b -----------.
1
5.5 Other accident only
------ ......_.__._..___._........ --------------------------------- ___ ..__.......
�
.......
5.6
Medicare die XVIII exempt tram state taxes or tees........_....._'..-._. ...-.....-..
15.7 All othor accident and health(b)...._._._.._.._.__._. ....--__.._..._._._._. ....._._.................... ._.__.._...._...___._
v - -- - -
15 A Fetlerei employees health benefits Ian premium tl ............................. .... .... --_.._-_.--.--........._
i6. Workers'wrgensation--------------..._._._... .._.........._............... ...._....__............_.. ..__............._......_.
7 .1 Other Llapli
..............
-..... ..
r m ry-Cams matle................................................_ ............................. .........._.. ........... ..
17.3 Excbss workers'co ------------
-
a. mpensation---------- ---.
------------------ -
ro Products liability......__..__............. ....-_...__._._....._.._.._
19. private
Passenger auto no-fault(personal injury protection).................... ........................ ....................._.. ........................ ........................ ..._.............._-__- ......_.._..........._
19.2 r _... ..
Othe private passenger auto liability ----------- -._-.--._-_..____..
_.
19.3 unvmircial auto rw-fault(personal injury ............................. ..........._................ ....... .._-.....-.-....--..... _...
(P 1 NProfectiori)
19.a Other mrmemial auto liability ...................._.._.__. ........___.__ ........ ...__------
.._._._...--
Private .
_.-----_------_...._.__-
passenger auto physical damage......................... _......_._.................. _...._......_..............._ --._......__..
21�1
ommerclal auto physical damage........................... --------------------------- ------
-
Aircraft(all perii5l. -..._. .__._.............._._. --
24 Surety
26. Burglary and dleh_._.__.._......_.__..._......._. ..__........................ .____......_. .__...__.._._........
27. Roller and machine 'Credit ...................1,�5
......__...._...._. .----.._...- ....__.-----...._....._.
30. Warrant ...................... ....._..._..........---
34. Aggregate verde-Ins for other lines of business.... _ ----------------------------
Warranty
..._
35. TOTALS a _..__. ..._._-
OE7AILS OF WRITE-INS 0 g g 0 0 ..D ...........................
........-...................._..._...........
D ................
3401. ..__.__ g D 1
3402. ........------ ..._.2.
.
3903. --------------_
_--_.............................................
.....................____........_......_..._ _._..._.._..._._..._........... _..----_...._....._...-
3496. Sunxnary of remaining write-Ins for Une 34 Irom overgow page__._.._..._.__. _................_.._D _......_...__._..........0 ...._.._......_._.___ __...._....._.___.._. _ -----_..------...._...
499, Totals Lines 3401 ihru 34D3 Us 3498 Una 34 above - - " """_' ----�----.��--�-...._..0..._
0 0 0 ...........................OD g
ar mance an service charges net inptged in Ines Ito 35$................_. 0 0
.... .........
(b1 For health business on indicated lines report:Nunberof persons insured under PPO managed care products ..................... and nwnber at persons insured under IndemnN wily yproducts ..
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Comp
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14) p Y
NAIC Grou Code 1228 BUSINESS IN THE STATE OF West vir inia
Gross Premiums,Including 3 4 DURING THE YEAR 2013 NAIC Com an Code 29513
PolicY and Membership Fees, 5 6 8
Less Retum Pier, send 9 10 If 12
Prerniunn on Policies not Taken Olvidends Paid
f 2 or Credited to Direct Delense Direct Defense D'rect Defense
-Line of Business Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses and Cosl
1. Fire_"_""..."..."."""."".__""."""."- Wn11e0 Eamed on Direct Business Premium Reserves (deduc0 sale e
arW osf
2.1 Allied linos-_"_..-.".".."""... ". ."".." ............................. Direct Containment an st
.Incurred Losses Un aitl Expense Paid Exense Incurred
nntainrnent Commissions
Expense
and Brokerage Taxes,Licenses
22 Multiple
eril cr ...._"......._.._"..."._ ..._."...".. "..__. ..."""...".....__
a Ex erases and Fees
P P op..."...."..._"_. .....".....".._."".."_..-_". ..._""."."""."".."".""""""...
2.
e er odd"inti"" .---_""__.__"_"__"_..." "_._"..".__._"..."._.""__
3.
armowners multiple part.---....".._---..... ..""..".."._------"----." ..."..."."..---._"....""..." ...""...-_._._......."....-- --
4.
0 ownersmuple pod peril...."."_""."..""".""_.-" _...."................
------_---
5.1
ommerclai multiple peril(non-liabili .._""___".""."_. ._"_."__".."._._.""___"."." _""__"_."""".""."_."...""_ ". - _-....._ ""_.."_. .. ".."
ry Portion) ._._ '-------��---`-.'.---.... ---"---`---... ".""....". ._'---."
s 2
5.2
o mRleremal multi le rim Ilabili --.._".......-...__...."...._"... ....._"...."..._...."...".... .............."...".....
P Pe ( tY PadI00 ..._.__....".._""...."..... "."..""...."..".. "...."_..""...
6. Mortgage yuarant ... -._---------_.."."..."_.... ..."".__".""."_."_."_ ._"".."..."._."_
y"_""."_"__"_.."""..". _. _.""._""_
""._.."""..".__"."_"._"...."""."" ..""_. "__""..._""...__...."..._".. .."".""..." ..._.
8. rean marine"".."..".."...".."".....""...".""..."."....... "....."..""..._."..._"..."... ""...."........_"
Inland0.
marine....""._.............--- ------ ---------- .............................0.
9 guaranty _."...."""...._"."_"---""... .." .""..""."
Y-.".__"._..."".."_.._".."..""....."""_"_"_""...".""...".".."" "__--_.___""."... ..__"".. ".""._"._.."".
"_"."".."""..."".."__"...... ".."._ ".__ .._ """.."."
1f. Medical professional liability __"....._..._"_..__"_...""..."..... ..._._........." "..""..."...""...""..." ...."".."."._ ..."._"...
...""...------""..."."".. "."._"""."" - ....__-_.__"...."_""._"
72. Earthquake_..------------..""_."""_.."."__"""_..._"_. .""..__"".__._..."""."""..."..""..._.__.... __"..""_. ..""_".._.""_.""_...___
_._"___"_._"___"_.____ ".
3.
Group accident and health(b).."..."."...""......" "".""..""."".............."." .."""...___""..__----_ __ -.-----..._...._".__."
14. Credit accidom aril health(group and Individual)_..._.""..."._.."" __.__. ---------- ....... ------ ----"_.""_" ------------ .--..--._..""_""_"."".
1 .2 Nun-cancelable accident antl heahh b "".._................"..."..-..__...."_..._ .."."..."......"....... ......
.."..."_""........"...."...." ".
15.3 Guaranteed renewable accident and health b ..._"...._"-------------------------------- ..........................."" """..""".__"...""__""_..."_ ."_.. ".. ..._
"_.."_""."."""."_"__""_..." _,_""__."" ---------- "_-""_._..""."."""".""_."
15.4 Non-renewable for slated reasons dory(b).""----"_-,".._ -"�-�-�""��"""��-"�---�--�"---"-'"""'"'"" ----------------------------- -
Other accident only ..."".........""........"."...._... .."..""".".."...."."...""..." ""....."...__...."..."_. _".."""------._"........ ......."_ _.."..-_""......._..----
• Y-....."""."."_......" ...._""........"_.......... ............................. ..._"."."".."".. ..""....._"."""."_------
15.6 Medicare 7ille XVIII exe. .."_."".__."_....."_"___".".__""__ ..".""..._""__"__."___""_ ..-"_- ..."._"".""""_."_."..__ _ .-._..""_""_
mpt from state taxes or fees.".".."".._..""_ .."".."""."._"_."""_."._""."" ._""...."""..".""..""..."."". _."._.."..""__""_"_ -.""_
15.i A -."..."........................""..........""".
."..-.-..."_".."_."------.-". ..""..."""""."..""_.."."."._" ..."".."..".."".."..".."""."" ... ".."..""..""....._
II other accident and health(b) ._"............."""._""._." ...........""_ .._..__..."._
..........................".
----------------------------
5.,
..."_.. - -,km ............._ ". ".""_""_.". _._......""._"."__"_." ._..__."__""_..""
_ _ "".""_" ..""_.--.".._...""._"__.""
.__..."_ "---"..."_". "."."_"-".."."".._"....."_.. .---..".."..""._""_...".---.
uer Il wrnpensatlon.""__..._""...._""..". ...."_...._."" "."_."".."""_.."_..."."..._. "".."".".".__._"....".." "_"..
Cher Liability-occurrence.""..."...".""..."."".."."_.""_. .."...------""..__.__...--- ..."_..___..__"..""..."_ "."_" ."".."
t er iadliry-daims made. -----17�2 -----------
-.""._"."". ""." ""."." ----------
------- "..._"__.."".."_. ...""...."_.----------------
18.3
Excess worker^,'comrponsation""...."......"""....""..."... ."_.".". ..."_"".".._."".....""..""."_._".." .."."..."".._"".__"........ _._""........_"........ ......................... ".""..""_"....."".."".. "...."...__...
Productsliability "._.""._.""""_"._""_ "._..."_....""_.."""-------- -------_".._---------- _.."""_...".."."_.""._ "._.."_..".__""". -"".. ...."...""."_."_.""".". "__."."_.""""_.."__ "_"._..."..""_".._._ ......"...
1 .t Private passenger auto no-fault(personal in'r ""....."".._".............."_.".....""_.._".."_. __ ."."._.""...".".------------- _.__"""._""
(P NYprolectlon) ." ".""._"._".."......."_....
79.2 Other private passenger auto liability""..................... ...""................... "...""....."".._....._".. .....""........."_..__". "."".."".".._"..."."".."_ ..."..................... ....."...."...."".._"_. ......................... .".""..""" ._ .".".."""...."..."".._". "..._....."..."....."... ......................... -
19.3 Conu>wrcial auto no-lault(Personal ------""""".------.""._.__ ."._..""_".._.."_"_". __..__ __""" "."..""_""._".--------- ..""...."______.""".._ _._.__.__"".". __-___"""_.---
._"_.."" _."_.- ."_.."---- ""..."._
--
sur al Irl u ..--.. "".
_.""_..._.""".."...."""..""._ ...""__.....".."..""..._"_" ._. ." ."..."". ."_""""."""._" "__._
19.a Other commercial auto liability .. "".."."......"..""...."..."." ".. ._.--........."._."....." .".___"".""._""..""."". .._"."_."..""..."_".._ _...-...".....""...._... _.
.-,..-......"........""."...."...."....""...-.-". ._...""..._""..""..._."..... ". ...."..-----
21.1 Private passenger.wfo .physical
.."_._..._"..."._.._"".""."". ."..."_...""...""._"._."" _""_.""_."._.""_""._..-- - -- .......... .""_.""...
22
matt tall erns -. ------.".. "..".. ". ---..""... "."...".....".
.."._-"... --..
._"."_._....._.._--"---..
a. Surety---."_.._."..""""..._..."._ .._.."".._._..."".....-----
26
Burglary and Ih inery._..""...".""........""".".._ ............................. "...."..__"...._..."".. ."_---------"""__""..."_
"._."____..."."_.""_...".
27 0 er antl machinery__""_""."..__. ---... -_ ""---
._."""28 C, .
-
ed t
""..."_"...."".---- --------------------"...... ..""".."""...."...""........
......"."".._...".".. ."......_..." .45
30. Warren ...""."._"..._"...."....."_""_"...__.
-. ------------ ---------------'----- - .---
34. Aggregate write-ins for other lines of business..""""" """-"-. _-"-""._."_ -----------------. _."".. _ .__"._"""..""._"." .__....." ..........""".._"_""." __.---
."".---
.""."_ .""."".._"_""....__.."" .""._.....""..._..._"" _...".....""..". _." ""..._"... _."..."".."..."""".._".. .._......"._".
NLS OF WRITE-INS 0 -.._"__""._. ""._""""."""._"""_""._ "._.."..."._""._." .."".._" --- ._"."".
3401. 6 0 ."0 _".._.".".__..___".""..._. .._" .."
0 ..."_.."""".."...""...""_..D
D .........".._ .........➢ ...........................D
3402. 1,445
3403. ""_._._."._."""___._ _.................."".....
3498. Summary of remaining write-Ins for Une.". "..... ""....._....".....""..... "..."......_"...._... __..."""...."... "....."_..."..____ ..""........."_...."..." _...""..."__"...""...".". "..."""._"_._.------
.___ .""---------
""" ..."....".."."...""..."" "....."...._.."....."".... .""".. "..""."
3a from v """".......
page"""..".""".""".."."..."..""._"."_..""""".""""D _.."._"------------------
---------------
"._""..."._ .."..."."."..."_."" _._"_ .
3Fina Totals ,fcenes charges
n 34D3 us 3498!Line 34 above -_."_._"_"_"""_""._. "_""".._._""_ """".".""..""..""".""...".._"""...."._" ..........................................._."_.."..............................
..._"O __""0
(a)Finance and servke charges not IndlMetl in Lines 1 to 35 S 0 D
.....__..."_.red u.".._."...". _._..."."".."_.".....""..OD ____-_."_".._.""_""_p D
)For health lwsiness on indicated lines report:Number of Persons insured under PPO managed care proWcts ".--------------- 0 ."
and number of persons insured WOW Indemnityonly D 0
YProducfs ..""..""..._.
2 1IIIIII�1 3 2 0 ll1a llllll llll�lll0lll111111111��
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES (Statutory Page 14)
NAIC GroupCode 1226 BUSINESS IN THE STATE OF Wisconsin DURING THE YEAR 2013 NAIC Com an Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 1 t 12
Policy and Membership Feas,
Direct Defense
Lass Return Premiums mid
Direct
Premlu is on Polcies not Taken Dividends Paid t Defense Direct Defense antic
t 2 or Credited to and Cost and Cost Containment Commissions
Direct Premiums Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Lossas Direct Containrrent Containment Expense and Brokerage Taxes..Licenses
Line of Business Written Earned on Direct Business Premium Reserves (deducting
satva a Incurred Losses Un aid Expense Paid Expense Incurred Unpaid Ex ones -antl Fees
Fire .........................._........_.............__ __.................__..... ------ _ .........._............- _......_....._.._......_ ................__...._ ......_..................
inn
.1 Allied lines ......... .. ... ....._._......_._. ......_......_._.._._
_ "....... .........._._........_.__.. ._....__.._._......_...._ _...... _ _
2.2 Multiple pent crop
...__..........................._._._.._..._.__..._......_....._...___....__......._......_..._.._......_ ._ - - ......._._.._......_. ._......_......_...__.. _..._......__...___..
flood....................... _ ... ................... ................_....... ..._......_.............
2.3 Federal
peril
..__ ""___........._ ......................... ... ......_.....__......_ _....._..._...._._....
3. Farmowners multiple pe ..... "" ... ... .. .. .. ... .. .. .. .. .__._.._.....__ ............. __ _ _ -
peril. ........................__..........................._....._.._. .__...... .__._...___........_..__. _.._..... .. . ..... ............... .__....__...__......
4. Homeowners multipleP ......................... ................ ................... _................_._..... ...._..........._.__.... .............._.._......_ ........................ __
5.1 Commercial multi le peril(non-liabilityportion) .... .....__ .. .. .. ... ...__....._.._..._..__ __....._._.............. ....._..._.._._._....
mmem al multiple peril portion)___._.__.._.__..._....._. ...._....._._._. .. _. .................._. _..._......_...._..._...
5.2 Co P Fe _....._.__. """ .. ..
...... ............................. ...
6. Mortgago guaranty...........___....._. .............................
8.
8. Ocean marine "._"
9. In and marine.........._........................ __....._..__------_......------.-- ..._....._._..........._
10. Fna ciguaranty-._..._._...._...............___.__........_.._...._._..._........_......_.... __.___-- ---------....... ---------------
I professional liability _--I---..__.____..___.._ _ .----------- ..._____._.__._.._.. __..__...._.__..__..... .........__...------_._ _ ._...
tt.
Medical
edica p Y ...._.___.....__._..__.____....._....._....._.___.__..__.._.___ -' - ... .. ..
..... .._..._"___._............. ................. .. ... ..........._.......... ..._............._...._
12. Earthquake......................... .............._ ......................... ............................ ......................._ ...................__"__..... .. .. ._......_..........- '.
73. Group accident and health(D) ------------------------ _ .._.._.._.._.__.._--- __.__....__..._.._.__
_._.._....._......................._ __"".""_"""..."."_."""" "_.__""""""".._"_"""_"._ _......___."_.._."..___"_ __....__-_-----._.....
14. Credit awidom and health(group and individual) .." .. .. - _. .... -------------__ __..._......._......_.. -------------------------- -
....... ............ .. ....... ..
15.1 Collectively renewable awident and health(b)................._....__. .. _...__.........._.. -------
0
_................._.....
heafth(b __...__.._..-----------_
15.2 Norrcanwlabla acGdent and (1.----_.._.._..___.___. _._............. .__.._.._._..........___ ...........__..__.__..._.___
renewableaccident d health b............. _.........__.._........__.._. .._.....................
15.3 Guaranteedlefort accide sa (1
75.4 Non-renewable for stated reasonsty(b).._._._. .............----------........_....._._. __..._.__.._......_.._... ._...._._........_. - .. .
j _.__.......__.__......_. ..........._
15.5 Other ac Title only..xemp...._...__ ..._-------------_.-_ ...__------.-...-----. ..-----.__.
i XVIII exempt state taxes or lees. .............._------..._._- -----...._.-----...._._--- ...---............--__.._- -------_-----.....___....._ --- ... ..__._...................
t5.6 a np "'.............................
15.7 All other accident and health b _ __....._..__......._.._ ............._.._.....__ _----------____....__ _
sh health bone-fits plan remium(b).................................... ....___ _._......_..___._..-_...._ _ ... ......_................_
15.8 Federal employee, n P P -_--...__.__.._-..._.._--
............_............... ...................... ...._..... _
16. Workers wmbtansatIon._......_.._..._._........... ------------------------------------_......_._..._.._..._._.._. __...._._.. ........ .___.................__.._. .. ......... _
17.1 Other LlaGlry-occurrence"""""..__"""...__"""""_..__" """__._""""_""...."" "."""".._".._""""""""_""."" '."".""".""_.".__."_"""'-
17.2 Other Uabthty-claims made..................... ................................................... _.------....._...............
nsation.__.'_._..__..._.. -----------------------------
-------------------------- -- __....._---_ ---- _._._...__...._ _------_-----"_------_
1Z3 Excess workers compo _..__..................._..__....._.... _._....___........_....... .....__._..._..........._..
liability ...... .__"................."__._. """__.....__.....__...___._ ...__"__....._.__....._ _. ..........._.......... _........._._...........
18. Products Y..................................._....._...... ._..........._............_ ......___..._........_.... ....._........_...._._..__. ..._.__......_.__..... .........__........ -
......................................
.1 Private passenger auto no-fault(personal inju,ir protwtlon
19.2 Other private passenger auto liability__......._....._._
I ersonal it u rotection)......._..._.........._ _.................. ....__...--.---.--._....__ .................._...-...._ .._ ._.....................
t9.3 Commercial auln rIo-feu t(P d N P ............................. ......................_..... ............___........._._.. ......... ............. ................._.....
i I uta It .......- _.----------------------Other wmmerc a a ability_""._"."".__"._......_ _._ .. .
h sical damage.. """"."_"" .........."".""".""..... .._......_.---.""...... ......_....""..-----..--
21 l
21.1 Pnvate passenger auto P Y 9 ............................ ._...._.__._..........._. _......__. -
21.2 Comrterdal auto physical damago ------__"_-- -. ..---------------............ ............_._.......
22. Aircraft(all perils)..............._........_._...._.._. ._.._.._......__.._ _. - -- .._._..----- _._....._.._.. _--
23
8
23. Surety................_..........._..__. .........._.........""_.""..................._......._................,402 .._...------.._...-J2...._
77
...._..........__7,402 12,399 .....------- ...........___._..._.._...... ....__._. ............ ..._..............._........ ...._.........__............_ _._..........._._............ ...................._....... ..._..............._., ...................
24. Sure .........._....__. .. _------_.__.__...__. ......._..__.......... ........__.._.__......
theft......--_--_....._..._ ............._.._....._ ........................
26. Burglary and ....__.____._._ .. ..
II n machinery ....... _ _ ..........................
.. ... ..
27
28, Credit..........................................._..__.____.__...__..._._....__._._.._......_. _....... _ __......_.__........._
30. Warranty_._......_...... ""_".................................................................... ......_........
....D _.........................D ...........__._._..........D _.........__..............0 ..........._............_..D ... _...D ........................... ............................ .....
34. Aggregatewrite-ins for other lines of business------------- .......................402 _........_.._........__D ..__..................__...D
--'---- D o o 2,146 1,en
35. TOTALS a 7,402 12 399 0 4.005 0 0 0
DETAILS OF WRR E-IHS .................
3401. ------------------------------------------------------------__....._.____....._.._....................._..........._....._..
3402. ........................'..................__...........__.................._............._.__................._.._................__.........._.._.......__............._"___"__.
----------------------------_......__.......__............._..__.._.............._..._.__........_---------- ........................._._......_...__.................................___._......................_.......__........_...__...................... .........................._..................._-_--..._"
3403. ...___...._.__ __......____...
3498. Summary of remaining write-Ins for Une 34 Irom overflo++Pa9e_.................. .._..._......_......._ __._...__..._.
3499. Totals Lines 3401 thru 3403 us 3498 ILlne 34 above 0 0 0 0 0 0 0 0 0 0 0
(aj Finance and service charges not Included in Unes I to 35$-----------------------------
(b)For health business on indicated lines report:Wmeer of permits insured under PPO managed care Products ..... mid number of persons insured under Indemnity onlyproducts -..-
R I
Il�q2a11IIiIIIp1 3 2 a II1 3 4III�I0I�IIV1llllll0llllll�
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THE STATE OF Wyoming DURING THE YEAR 2013 NAIC Company Code 29513
Gross Premiums,Including 3 4 5 6 7 8 9 10 If 12
Policy and Membership Fears,
Less Return Premiums aid Direct CostDefense
Premums on Policies not Taken ONldends Paid Direct Del rise Direct Defense and Cost
1 2 or Credited to and Cosi and Cost containment Commissions
Direct Premlums Direct Premiums Policyholders Direct Unearnetl Direct Losses Paid Direct Losses Direct Containment Containment Expense and Brokerage Taxes,Licenses
Lina of Business written Earned on Direct Business Premium ReseNes (deducting selvage) Incurred Losses Un id E ansa Paitl Expense Incurred Unpaid Exp-as and Fees
it .__.._....__._........_.. ___......____......_.._ .__....__................ ......................_... ..__._..........._._.._.. _...._
1. F e............................................................................................................
1 Ali linos....._..._.._...------------------------------------------------------................... ........._...._.............. ......._.._................. ..........._................ ............._.._......._... .._..-
2. Allied ...
2.2 Multiple peril& ._____..__. .___....._.....__._..._._..._..._.___------------------_._..._.__ ... ... .._......_.......____.._.___ ._..._._..........._._._._ .._._..._ .___._..__.__........._ _.._ .._. ............__.__......
r-flood..._....._............ ........................................................ ............................. ................_.._._._..... ... ... ......
2.3 Federal ............................._............ .. ... -.
F nem multiple ril.----- .._......................... ...._...... .-
3. armow pl pe ........._.__.___ _. .
Homeowners multi a peril......................_......._.....__.............._._.........................................._ .......___...........___.... ..__........__............ ..........._.__....___..__ .._....__.._._._.._.... - ........_.__...... .._.._... ....._
a. p
5.1 Cominemial mull'le rll(non-Ilability portion)....................................................................... ..........._.._.._........... ......................._...._ ...... .. ._
9 Pe
mmercial multi le nil lianili portion)---------------- ..._....___...._._.._.._ ..._................___.... ____..... ...._...._.._.____...._._ .._..___......__........_ __._..._........._....... ..............._......._
5.2 Co p Pe i ty
Mortgage uaraM .... _.._.._.................... ............................. ....._..........._.__._... ..........................__
69 Y......................... ...................._........................................ ...___.................._.... ....._........----------_. ............................
.......... .. ..............................
A. Ocean marine-------._...._____ ..__.... .........................___ .__.._...----.__..._---- ._..-------.._.._.._..._- ..._.__---------
I A lard marine................ ------.. .. ----------7....------------- .----_.....__."--'-___. ....___ ._._._......_.__..._....... _...._...__........._..___ _......_.__....___._._. ...._. .......... .___ ........_ .........._.............
9. r a ........................................... .. ... .. _
Finan ial guaranty ............................. ..._......................... ................._......_
_.._....----_----------
_-
I. Medicatprafessional liability-_..._...___._.._ .___.__....._............_ ____.._._.__._......... ..........................._ ......._._...__-----. ____._.__....._..._
12. Earthquake...............................................................................__.........._.................._.......... ....._..------....__-__.--- ......._. .__.._......_...__......._ _.. .. ... - .........._....
q . ..
Group ccident and health b.__.__.___..__..._._. ............................. ............................. ....... ...........
.-....._..__._...__....
r it accident and health roup and indivdual)._....._--------------_....__.___.__._........___...__...____ ..........._...._._......_.._ ...._.____.___.___...._... _..._...__........_____ --------.._.___..._.._... _... ...._.._......_....._
14. Cod (9 - -- .. -. _.
renewable accident and health(b)................._.......__.............._..._........................_ ......------................. ------...._._------------._ ------------_------------. .............................
15.1 Collectively ........_.
Non-cancelable ii-demand heatthb -.__.._._..___.__._..._. .. ------------ ...._.__.._.._._.._
15.2 0..._._.._.___...__....___........___...__......_ ....__._.._.....__._..... ............__._......._._. .._.._.........._....__.._ .........____.
15.3 Guaranteed renewable accident and health(b)............._........._..........._.__._............................... ___......_..__...___....._ _ __ __ __ ...........___...........
-r newabie for stated reasons on (b............. .............___............. ...................._..... ..----�
15.4 Non e ry )
Cho accident for
._......_ ----------------. .. ------...........__......_.. ............._...._.._
f,Q 75.5 OI I exe__.....__.__....._ ------------------
-------------------------
1 .6 Medicare Title XVIII axe tlrom State texas orfees....___..._.. ............................ ... .._..__...... ..................._....
5 rtp ......._..._......... _._....__.
15.7 All h¢r accident and health(b).........................._.. _ ......__......___ ...__._.........._._._. -
.___...._...___.._........ ._..__._..___._......_... _......_..._..__.-_._... ..__.._........__.......__ ..._.....__._._.._._...... .........._..._.......__... .._.._.._._.__....._... ___.___......._._- ....__._._........._ _
{ Federal employees health benefits plan premium ......................................._..--------:._......_ _............._....._... .._......._..._._.._ _------------.----.___ ....__----------___._. __------..._..__------_ _ _ .....................__
75.A P p .. .. ... .. .. .. .. .. ... .. .. ._.__........_...... -
16. Workers"Compensation
o. enation..._.._._._...._. ------.__..._............. ....__-___-----......... --- _ _ _......_...._....__
71 Other Uabilit -occurrence.............._...._. ----
_....__..._.__----*-...__._- .._._..._......_.._.__._. ... ....._........._..
------------_----------
1
7.2 Other Liability,Claims matle................... ................_...._..._......... ------.._.._------
17.3 Excess workers con ensation..._....__._....___._.._. .------..._ ... .. ._ ................ .........__.._....._
Productsliability ._......____...._._....__. ......---...._....._.....__ ----....._.._.....-----.... .._..............._....
19.7 Private assenger auto no-fault(personal injury protection)...................____ -------------------- ...._................_._ ................_...... ._.........-........... _....._....._.._._...... .................._....._ ._..._._._------------. _---------------- ...._....__.__....._.. ..._.__......_.._---. ------------_.._.__.._ ......_.._._..._.._..
p ... --- .. --- .. .. .. --- ................ ................... .. - -
19.2 Other pr'rvate passenger auto liability......_...._.._. ....__....___..__.._..__. _......__.. .. -- .-.-_..___.__...._.. ........................ ........._..........._
19.3 Commercial auto no-fault(personal injury protection).............._..........................._.................. ............_._............ ............................ ................._._..._.._. .._ _. ... ..... .......__..............
19.4 Other commercial auto liability..._...____._ _.._____.._............... ...._.......__.....__.... .......__..._._....___._. .............._.__. -- __ .__._..._.._....... ....._.._.._.._...._
1.1 Privatepassenger
arse er auto physical damage._._........................ -----------............_..._ ........._...._..____....._ -_...._.__....._.._...... .._.................... ........................
2 P n9 P Y
21.2 Commercial auto physical damage._...__...._-_........_.._.__. .......... ................ ...........__._._........... ..... .. __..........._...._. .._.....__._........_
...
Aircraft all arils-------------_------....._._._._. ..._._._.....__._ .._..._._..._.-..._._..._ ---------------------------- __..._.___.._..._._.__..._.. ...__..._.._.....__.__._. ......._...._.__.._.------. ._ _ _.........-.--
22.
23. Fltlellt ................................................................. ......._.......................................... ............................ ....._.............__........ ....._............ .....__.._.__. ........ ..................2.122
Sure --------------------------_..----------------......._. .._...._.._...........__._.. .._......_._.___._.....__ .........._.__._..__....._. ._..._._..........._.._.... __...._.__._..__._....... _..._.__..__._............. ........_..____........... .....___..............___. .._..........__.........._ ....._...._._...
24. lY...._hitthr..._'__....._.___'........................................___
.........----------..._._..... _......_..__....___._...__ _._._......_...._.._...._. ....._..._.___............ ....
ift
26. Burglaryand chine.ry..............................................................................
27. Bodi and machinery-----------------------__....__. .................. -- .. ...
Credit.................................._... .--------- .. ..._.------...______.._.--- .---......__...___---._. ._.___------------------- ._._._......_..__.____._ __....._._.___...._._._._ _.................._. ___......__.. ._-------------------.------ -------------- _ _.........__..._
34. Aggregate write-ins for other lines of business------------------------------------------- ....._.....___--D .........................0 ................ ........................... --------------------------- -------------_-------_--
35.
..._.___..__.........._ 22
35. TOTALS a 0 0 D 0 0 0 1 0 0 0 0 1 ,1
DETAILS OF WRRE-INS
3407. _._.._...__.....____.................__.._._.._........._........._.__.-------------------------------.._.__......_____.........._..._._____._..____..__..__..____._..._._................_..____.__._..__.______......_..
34 2. ..........................................._........._............._..........__........................................_...........`-_............._...........-....._................................___...........__.____...............___._..... ._.._... ....__.._......__.._....__.._.........._.._....._..._.__.....__.............__.._.
3403.
3698. Summa?of remaining write-Ina for Une 341rom overflow pa9e............................_..__..__......D -.._.0 ....__.___._.__.__......D .._............___._____..D ----------------------------0 __.._._._.._....._.......D -----_----..--------------0 ..._._.........._____.D ......_.__...------------D D .........0 _............_..........
3499. Totals lUnes 3401 thru 3403 lus 3498 Une 34 above 0 0 0 0 0 0 0 0 0 0 0 0
fa)Finance and service charges not included In Unes 1 to 35$........-.__._------ ------------
(b)For health business on indicated lines report:NUnbef of person insured under PPO managed care products ...................................._ and number of persons insured under indemnity&fly products --------------------------------------
.
I111111l11HIM 11111lulllll� glla1lllll0llllll� �
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
EXHIBIT OF PREMIUMS AND LOSSES(Statutory Page 14)
NAIC Group Code 1228 BUSINESS IN THEE OF Grand Total DURING THE YEAR 2013 NAIC Com an Code 29513
Oross Premiums,Inclutling 3 4 5 6 7 8 9 10 11 12
Policy and Membership Fees, Direct Defense
Less Return Premiums and
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 Prenliwre Direct Premiums Policyholders Direct Unearned Direct Losses Paid Direct Losses Direct Containment Containment Expense and&okerage Taxes,Licenses
Line ol8usiness Milan Famed on Dirac[Business Premium Reserves (deduc8 Salva a marred Losses Unpaid Expense Paid Expense incurred Unpaid Expenses and Fees
....g ---".0 _...D _._D ...._.__.._........._._.0 ...........................D __..........._...___....D _"_._....._...._."......D .......__.___......._..D .._.____.__._..._...0 __..__....____.__._..0
.............. ...........................0 ........__.._....._._._
1. Fire......................................... ........_.._................._.... _
2.1 Allied lines_._..._................_..__. ....._....._............._..................._.._..D
-------------...----D -'-'----------"'----.D ...-------...-'--------'D -------...-------"----0 --'-----------'---D --------"'----------D ----------.-----------D ..--....------'---._..D -----"--------'.....D ._....------_....---'--
2.2 MulllrFPont crop ......----..._-------D -----...---------.....D
...0 ...._...D ...........................D ..__............_ ......._.------------------
2.3 Federal flood .................................D ------_._-------
3. Farmownem multiple Peril __... --------
........_.._
4. Homeowrrers mulvplo Peril............................................................................................... ..............._.._...
.. ........................0 ......_0 .....D __........................0 ........ ................(non-liability
_ ------...._._..__-- ....._.............
P Per (^ rt P )..............................___.........._....- .....D .. ._.......__..D .._..._....................D ._..__._..._...___._._..D ..........___.._.......__D ___..___.__._____._....0 ......_...___.__._._."0 .._............_....._.D ........_.....____....D .._ ._..D .. ....D ._ ....D
5.2 Commercial muaiple peal(liability portion) _ ....___.. - .....__......... .._..__._.._.... .................._
.._..D .........9 ...._.._.D .._..._...................D ........._.............__D .._..__..........._.......D _...__....___....._.._D ._.._...................__.➢ _.. _...➢ .. ._..0 ... .__..D ... -.0
6. Mortgage guaranty.............._....__... .......................__........_ ......_.........
.._.D .. .._..D ...........................D ....__._..........._.___..D .__._......._..__........_.9 ........__._......._....D ..__.............._.......D _...........__............D ......_._---------.._-------------------------- ... ._"D _. ..._D .. .....D
9. IrdarM nine.......__................... ....._..._.
10. Financial uazam ...._....._. ........................... ..............._.....
9 Y....................................................... __
.. ---D ------.....------.....D ----D -----_.._.---------D ---D '--------...----...._.D _........_-----.........D ......--------....__.D ......----..............D __........--------_.... _..---...._........--
---.._...------.._..D .. ..
11. Medical professional liaoibiy...._._........_.............._._._._._.____.._...__..._.__._.._ ........__..__.___._ ..0 ..__..._..._____._.....D ...._..._......._._.....D ._..__........._..__.....D ...__.._...__.__..__....0 ..._...._..__......__....D ._...__....._._...__".._D
12. Earthquake...................................................._..........................._........._............................D
...........................D .....__.........._._.......D ............_.............D .._.._.................... ___....._....._........_.
.......D ..._.__....__.__........0 .......0 ....._..D ................._.___.D .__........................g ....__.._..................0 __..........._._...........D ...........................D ...........................0 ...........................0 ............_.............D
13. Group aaidem antl health(D) .. ...... ---------------------------
............._.__.__.__. ...___._._-----------D ........................... ..._...._._......_._...D ...._.................__D --------_.....__...._..._0
14. Credit accident and health(group and indl id ) "
.........._._............D .._.....D ............_....D ................_.........D _......................._0 .__._...................._D ...._._.._.........._..__D -_...'...'__-._.-----
15.1 Collectively
renewable am dent and health(bl----------------------------_-----.__.. .__.D ---------------------------0 .._D .____....__.____..._D ._.......__........_.._D ___....._._.__..___...D ---------------------------D .___........_......._.....D ...._.."._............_.D ..........................D _._..............._....D ...._.......__..........D
15.2 Non-caaccident and heatthi6)........__.._..__"..__.__.._.._._._.__.....__._..___..____._..__
15.3 Guaranteed renewable accident and health(b)...................................................................._.➢ .. .........._..__........__0 ....................... .....__._....___.__...D
._................D -----------------------....0 ..........................D .___.__......_._.........D ........_.__........._.D ...__....................0 ............__.._.....D .__.._..._......_..__...D ................._........D _.........................D -- `........_.------
15.4 Non-renewable for stated reasons only(b)-----------------------------------...........___.... •.__:0 .. . --_--__.......9 ....._..__.___..___._..D .__.._.....__.___,...--D __ -------------0 ._ _......__..___._.._.➢ ..._._.._.__.._..._..D .....-----_........".__.D ..__.__...._...__...0 _..__._.._...._......_D .._ .....D
15.5 Other accident only......................."".-_...__._........__._.........._...._.._.......... _-.._. ..
....._D ...............0 ...........................0 ......_D .................._._.....D ._._.....................0 ...__....__.........._...D ._.__......._.__.........D __........_.....__.___D ....._......__.__......_D .___......__._ ..0 .. _:.D
15.6 Medicare Title XVIII exempt from state taxes or fees........................_....._.._...._................ ............
+� -----D --------------...--'D _----------........_D .....___._......-----...0 ----------------.._...D -------------__._-.-.D ----...""----........D ......------........---.D ...........................D .......--................D .-
15.r All other accident and health(b) _ ...................__..D ___ ------------------ __._.__.._.___... _............__"_ __...._.....__.."
15.8 Federal employees heath benefits plan premium(b)......................._...._...._. ..._..__..................D .......__.._ ..... ....__........_........._D .._....._._....._........D ... .....0 ._ ..
16. Workers cornpeneavon.._................_."....._....._
_..__...................._➢ _ ......__.__.__._.__..._0 ._....0 _D _......_.._.____.__._.p D _._..__..._.........._.D ........__....._....__.D ... ....._..D ...... 4_.._..
17.1 Other UaGliry,-occurrence ._._...............__..0 ..._.___
..................._............__...._ .13.156.192 ._._......._5.933.049 .._......_...2.929.602 __._......11,050:W4 ..........__..1,239.351 ._ .....400,339
............17,534,686 .17,335,541 ...........................D ..............b,295,353 ....._._.....11,614.502 _.........'22,867:601
17.2 Other Liability•claims made........................_......_.......'_......................_...... ......___.
_.......................D .....__..................0 -----------------------..._D _ .....D ---------------------------D ...........................D __........................ ..............._...........D _......................_...D ................_..........0 ............_.......g ...................._.__...
17.3 Excess worker;eomponsavoo--------------------- -------_.._...._D ..................._-....0 ---------------------......0 -----'D ---_...---------'----D ---------....------D ---------'--_.._.D - D ------------.._D ---------.._----D -------------9
.. ................D ... - -
Ie. Products liability ......................... .__............... _._................ _........_........._ _.......................
n fault orsonalin'r Protection)._.._.___..__------.._. ..........D ...........................D ... .....D ... ....D ._.....
f9.1 Private Passolgor auto o- (P WY ..............._.D ................. ....................... ......_.._........_....... ............._........._. ......___.. ....__.............
0
9 D ..
.. ------------..➢ ....D .._....._..-__.........0 .._.._..._......_..__._.D __._......._.__.._.._D ._._.__...._..__....9 ..__.._.....___.......D ............_......._....D ........................._ ..
19.2 Other private assert, auto liability ............._...._.._._................D
P qer ty............ 0 ................._.._....0 ......................g .......0 ...................._.__.D ..._.__....._...........D .__........._._...._.....D _.........___".........D .._.........__"......._D __--------._..._._"_.0
19.3 Commercial auto no-fault(personal injury protection).. ..-----D ........................... '-""----""'-"---'--'--D ._.....--"..----...
.. D .........D _0 ................_...._.__D ........0 ..._........__._'__._.0 ...........................D ..................D ...........................D ...........................0 .._..............__.......0
19,4 Other commercial auto aabih ....._........_.
.._-_.........----D ----'D ------_-----...._-D - ------D -D -- ----'---D --------'---......"D --------------_.D ---------------.D --------......_.__D _-----------------
21.1 Private passenger auto physmal damage............................................... ------_.._..._._.
..............................D ...........................0 ...._.....................0 ._.......0 ........_............._....D .._...__........._........0 __......................._.D _....................._....D ...........................D ..................0 ...........................D
21.2 Commercial auto physical damage__.__...._..._.. ......._..."._. ............_......
22. Aircraft all erns _..__........_._D ._.".__..__..__._. ...........................D
---.....------..........D .....---...."----_. --------"-------._.
23. FIddIItY................................................................... ... .......... ...._.._.... _........... ........... _._.......
127.492
__.......308.490 _. 196,049 ..................._.._...D ._...__.._......_195.445 ...........___............D ....._.... .....10,000 ... .._...32:000 ... ...__8.621 .. .....13.457 ... _..._12,256 .._ ...._.86,349 .. ......
24. Surety.............._....._ ............_
26. Burglary and tha11......................_...................._. ...._._...._.. ._ ...._.._....._.
27. Boller and machine - -- """-"--- ---------------------
---------------------------D .._.._.._.........__....D .____.._.__._.__._...D _.__.__....._
---------------------------0 ___...__........_.......0
30. Warranty-._ite-.._....r other
_.-----_--------------------------------
34. Aggregate writrins for other bines of business------�----------....----- --_.... __.....➢ ......... .....D ..-----.........----.....➢ .._.......-----.._._0 ...........................D ---.... ._....__._.D ...........................➢ ........' _..........➢ ..........................D ...........................D ............................0 ............................
AL ........8 ............ ... .. -
35. TOTALS a 17 843,176 17,&31,590 0 8,490,798 13,156,192 11,834 502 22,919. 1 5,941.670 2,943,059 11 062.330 1,325,703 52,83
DETAILS OF WRRE-INS
......_.............._._._......__._..____._._._.._......_.._......_.____..._....___.__......_._...__..__......------..._....._._------.._.........._......._...__....------__.__----
3401. ..............._.._...__.___..._..._..._._-----..._._.._._.._
3402. ....._......_.._......__...................______......................_....................._.._.........................._.._._..................................__.____...___._._..... ._._......
._...._............... _'___..._._._..._..D ................._.._._D "D
3403. "_ .._...... _ _.._...__.__....._ _
....._.__........._....D ....D ----------------------------D ._._D ....._.................._p ... .. .. ..0 _. ..
3498. Summary of remaining unite-Ins for Llne 34 from ovarfbow Page......._._._....... ----------- ----""'-----"-"'
3499. 7ota15 Lines 3401 thru 3403 us 3498 Line 34 above
p 0 0 0 0 0 0 0 0 D
(a)Finance and service charges not included 44 Llnes I to 35$. ----------------------
g .............. ..................D and member of arsons insured u(xtar indemmiy nilly products _._...._.._......_....,....._..._.D.
(b)For health lwsiness on indicated lines r rt:Number of rsoln Insured under PPO managed care produces .-�- P
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
Schedule F- Part 1
NONE
Schedule F-Part 2
NONE
20,21
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 3
Ceded Reinsurance as of December 31.Current Year(000 OMITTED
1 2 3 4 5 6 Reinsurance Recoverable On Reinsurance Payable 18 19
7 8 9 10 11 12 13 14 15 16 17
Reinsurance Net Amount
Contracts
Ceding 75% Recoverable Funds Held
NAIC or More of Other From By Company
Com, Direct Reinsurance Known Case Known Case Contingent Columns Ceded Amounts Reinsurers Under
ID pany Domiciliary Premiums Premiums Paid Loss LAE IBNR Loss IBNR LAE Unearned Commis- 7 thru 14 Balances Due to Cols.15- Reinsurance
Number Code Name of Reinsurer Jurisdiction Written Ceded Losses Paid LAE Reserves Reserves Reserves Reserves Premiums Bions Totals Payable Reinsurers [16+171 Treaties
0499999.Total Authorized-Affiliates-U.S.Non-Pool 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0799999.Total Authorized-Altiliates-Other Non-U.S. 0 0 0 0 0 0 0 0 o D o 0 0 0
0899999.Total Authorized-Affiliates 0 0 0 0 1 0 0 0 0 0 0 0 0 0 -- 0
.13-1675535----.25364
..68163 REINS mbiICA CORP..-_.-__...........................................NY................ _..-_...........---...._........1,726 ...................7 ..................45 ----------------0 ................554 ---__.-_.---1,187 ----------------445 -.--._-.__...746 ----------(51) ----------3.821 __-.-.._-._227 _.__.--------_----- _____--3,594 ._ ..
.. 1 453--TRANSATLANTIC REINS CO..__..--.-_ ------------------------ ................ ................210 .............1,729 ......................
-916 OF................ .....__-----..---.._ ---------------587 -.--___-..__-.-.3 -...-.__..--.__22 .___.--_--_.__53 --.._.--.....__-56 .__--._--.-_-._436 _._._..-_.--.-163 ----.----.-.__--166 -.--_-__.__.---_ ----- ....._--956 --. .__40 ___.-_----- -.__. ----------------------
.13-4924125.-...10227
-..-.-.--__.-_.
412 .-...10227..V-01 H A]IERICA REINS c0.--_--_....................................-___...-. CE._........._.-_. ........._.___.............--..--..._438 ..................... ......_..........'-- ..................53 .................26
----------------804 ----.-......-..-301 ..-..---'--'--_249 .._------`.'---.. ------ 1,433 ..................52 --_ -- _ -...1,381 .-----__--.....
13 92 5
13-2918573.---92439_TOA REINSURANCE COOF AhC^A10A.--___-_.-_.---.-_---.--.-_.--_-_.--._-DE-...--__...__. -._---_.............-----------------719 -.--..--.--...-.._-_ -..--.-..-__-_--.-12)..................50 __-_-.--........16 ............864 ......-___.-..-323 ----------- 311 -----.--......._-_.- --.....--..--1.572 ..................66 ..................... .............---- ------ ----------------------
_13-3031176
PARTNER REINS THE -------------- .............. .. ._.-.-._...... .._..__-_.__180 .--
1012232__..24899_.ALEA NORTH MEAICA INS CO................................................... NY--..--........-_. ......_......_........-_._...........--.... ..................... ...................A --..................1 ....................A ........._.......... ..................... ..................... ..................... ................... --.--_-_-..-......... .-- ..._.-.... ------------------.-..-3 ..._.--..--..-.._-.
.O6- --.._..-..-- __-__......... ..... .. _ li
13
-1 0712..--.20583--%L REINS AVER ICA INC-._-._-.--..-_-_..-.-___._-----------------__---.-_-- ----_._.--.._.. -.-.---.._._-..-.---...__--.-_._-.--..8 ------------ -------------------...__.__-_-_2 .-.....-_.--.--_.24 -..___.--___..18 .--.-___-____.-_- __._.-___.--._-_._ _---.---.--.._.-_--_ -.-_-.----_.....-._-_ --. -4 ..-. __...._--_-._._ .-_-.--.--- -.__.
- 29 4 -_-.--._-_ --A -. 40 ..
..2293015....-11551-.ENDURMCE REINS CORP OF ALERICA...................._........---.........DF..........-_...- __.__.............................. ..--..--....._...... ...--._.............. _........__.-----.5 ._........._........1 .._._.............-_. ---......-....-_.-_. ..-..---.----__-'--_ __---------.__--_- ----_-----"----..6 _-. -.2 .-.-_--- .--.......--'-4 _ --.-.-__---.
35 .......------- '-'---- .......-------_ ........ _
-4 0021045-__39845_IFST?M1T I NSURANCE GROUP-_____...__-.._-.--- ----- F!D..................._-___-.--.--.___-.._-.---._._..5 -.--_._..--__.--... ......__.._..--...... ____----.._--...__- -_............_.-_.. ..._...------.-_-_. ..._.--..-.._.......- -.-__-........_56 ..- ..--.-55 .. - _.-._.... _-- .---__._....55 .._.--.-._-__.__
7-....23680._WYSS Y REINSURANCE CO----------------------- ..__--.--.._...--_ _...----_-_._-.---.--..._._--._.._-.-- _.__._-_..--.--... ..---._.._._---_-_ --.--..-_.-_------- _-_................ _ ----.--__..... _---.--.4 -____--_---.---.- ____------------ __-__ _ _ ___ _
-47-DW�O ................................. - - 4
22-2005057-.--.26921.-EYERE51 INSURAIICE CO............................................_.-.--.--..CE--__-........-- -__-__..._-.------.._......_......27 ..--............--.. ..._...--__........ ......._............ -_-.............__. .......-_........... _.._--.--.-.......- .._-_............12 _._-.........--...... ..........._----12 .. - - - ...12 .-.
................ .................... ............ -..-.-.-.--.---.--
0999998.Total Authorized-Other U.5.Unaffiliated Insurers Under$100 000 0 0
0999999,Total Authorized-Other U.S.Unaffiliated Insurers 3,964 15 104 1 878 1.063 3,853 1.442 1,747 (110) 9.922 438 0 9,424r
0
1099999.Total Authorized-Pools-Mandato Pools 0 0 0 0 0 0 0 0 0 0 O 0 00
15 .--OOWO--HANNOVER RUICOESSICHERUNGS A6.........................._......-_--.......DE:�-__.......-_........_..--.---._......---.--.........336 ..._..-.-----_-_--- -..--.-_--__..._(4)--.__--_..-._196 ___.._---_---145 .-..-.-.__-_-_.227 ----------- 85 _-_.....--.--_.150 ____-__--.---_(17)...--.---____782 ------------------44 __---------- - -- -___--- I,..
N .AA_
A 13402 .. _.---.... .................. .._...._. _ ........--. ..........._----_ .......... ._._...AA-1120337 -.D000O__ASPEN INSURANCE UK UNITE.-._._.--.___.--.---_--__-._.....__.___. G81--------------------_.....--.--.-_.-......-.---.--._.18 _.--_........-.--..- .....-.......--._-.. .....--____........ -__...-..........--. ._..-.._.-....___. .....-..-_-.-..-..... .- ......] - 7 ..-.___ --.. .--.____-_-.- .---... __-__AA-1128003.-...000W LLOYO'S SYtiDICd.TE NO 2W3................__-.._-..--.-_.-..__.--.-.._ CB4__-.-__-._-_.--.--__--_----.--.-..._.__-------_715 -----.___.__--.] ---__---------12 _.-_..__.____91 --..--.-- -__-54 --____-__-.-346 ._.---.---_.--130 _.--.---.--__311 -._--_______-_ --.---_-_----.945 _. _._--BO --- - .-.__ _.._8653_...00000..LLOYD'S SYNOICAE NO 2623.-.-----_-_.................................... OR.._........._.-_..........__---...........-_---_..761 .._--.........___.A _............-_.25 ......._--_-....289 .......163 .-._......._..-613 .....--.-__-__--230 -.--._--_-._..322 _.---.-__-.._(17)...._-_......1,629 ----.._.....-_-106 ______..__.-.-.-_. ._ _...1,523 .........AA 112662 _ --
A-18623.--_OOWO_LLO'!D'S SYNDICA'r NO 623--.___-.-._..__ .._GRA-------------------__ _-_-_167 -...--__-_...-_-__.] ..--.__--.......6 __-__..-....--__--73 ...._-__..-----.42 .__.----__......144 .--.---_...-..-54 -._..-___.-----]6 ...__-_.----..-.-.(S).----.----_.-..391 -.---..--.......24 _._--_----------- _--.__......367 h 1 2 ..-----..__-------------- -------..___------.--.--- __----- -..-__--- _.--.---.-__._-__ _---.--.- ----_-._a0.-1126435..--.00000._LLO'fD'S SYNDICA c NO 435..................._......---.-......-..---.__...-.081._-....._-_--....---.-___---........-_._-..-_-166 ---___.--...-.--._ ..-__---.._....-..._ __----.__-....-__-.. _....-...--.----__- _--_--.--.---.-_74 --_._-.-_-_..17 __-.-__-.._-.-72 _-__-.---.--._-._ -_ _..--173 .- 11 _ ........... iQ ....__---.---.
ad.-1126M. 00000--LLOYD'S SYNDICATE NO 4472-_.................................................................._.... OR-......_..__ ........................----_-._.._.....75 ..--..........__... .........._--_....... ..................... --............_.-_-. ..............-_.... ........._........ .._...............6 _.....-.-_9
- OOWO-.LLOYD'S SYROICA NO 2791__.-....----___________________..----_..-.... 081---------------.__-__..--.--___-_-.---.- -
------------------- -_--._.._-._._._-- -------------------- -------------------- _. _ ..--.--__--_-_.-.-- ..-_------ -------------- _---------------- -.___.-_----.-- -___-__-.---_ ____.---.- -----------------
A
__----.-._._
a0.1128791.--.. -
-1 .00000..LLOYD's SYNDICATE E NO 609.................._-.........-_---......_.._-__....GBR............... .___.........__..- ......._..--.--...... ._..._--__......-- _................._.. ........_.._......-_. .........__--....... _._-.___.__`----..3 ----_--`"'------.- -_-_ --."_3 --. _-_-- .--...........3 .........__.....
dA 126W9.... ............. ......._....... .............. - -
AA-1127084._._00000_-LLOYD'S:iYNDI WE NO 1084.............._--.--_.---------._-.--_---------- CB4-.-_-__.__.--__..-------------------------------.A ..-_..--._.....-_.-- __--.-_----._..--.- .......__-__.--_... _-..--.--------.__- ._-.__...-_-.-___- ........--.._--_--_- .._-.--_.--.---...... _-___.-..---......-.. -_. __._- ._-.--- _-.-____..-_
D
A-1120075._.-.00000.-LLOYD'S RYNDICA_NO 4020.-----.-.... GB4._------------...----- ___-----.12 -------.-....---- -'--._----- '--------'- ----"---- ---'----- -'--------- 5 --------'-- ----- --------�--- --- -
5
a .. '- - ..-.-..'-.'... .........._..-_ ......_.-_.''-.- ......-._-._ -...-___.'-._-.-
AA-t120W4_-..00070--LLOYD'S SYNDICATE NO 1955................................................._ G81......._-_.-.-.........................-.--.........._5 ..................... ......-_.---_....... ..................... .....__-.._.__.-.. ....-...___--_..... -------_........... -.__.........-.....3 .__........_---__.- ... .._-_-3 .. 3 ....--__-_....-_.
__.AD000._LLO'YD'S S,YND ICA.TE NO 79--..-_-.__.._-.___.._.-.-.--.-_.----_._-._._ OR---------------___----------- ._-.--.------------ --_---_............. ____-..--.--._-_ ------------------3 -------------.--..-] .---_.-_----.--.-__ _------------------ -------------------- -------------------- .......... --.-. .__---___-.- -----------------
-AA-l126079
.AA-1126227.-...00000..LLOYD'S 8M. 1CATE NO 227...................................._...............084...............................-.......................... _-_.-_......_.--.-- ..........--.--.-_-_ _..-.------'_._.3 --..--.-......-_-._] -..-_..--.---.-_.___ ......_-.--.--.-.-... _.-----_._-._---..... -.-__--_--._.-.---.- .-.--.--__._--._-A -_.-_.___.. .. .......... .-9 .--................
.---._-._--. -.--.-3 ---
a0.-1126507-_._00000_LLOYD'S'iYNY11CA^NO W7-_......_-.__...-_-..-_.-_.__-..__---__...-G84_--__---__-_.-__._-_.--._...... ................ .........._.... --.--_........- -.._......-..-2 ...................] ..-_.-.._....._ ..-.........._..__ .........--_--__ ......-...--.--- .--___-.-.--....3 .........---.--... ... -
__ _ _.--_._ ----------.-_.__6 --------------__
-AA-1126529.....00DOO.-LLOYD'S SYNDICF NO 529.................._...._--..--.--.._.-____-----GB1_..._..--.-------__.---_-.-._..---.-.--.--....-_-__- -.__-_-._-._-.-_.- ....--_-..-_.--..-.- -------------------5 __--__._.-._---..1 ..-...-..--_._.--._. .--..----_--_.-_--- -.--.----__..___._- -------- -------- --.---_......... 6 -----------......... .-..__._-.--_..
1127236.--_D0000--LLOYD'S S'YNDICAT.NO 1236................................................... ca1...............--.--.-........-.--............----..-.... ..._.---............. _.-_..............--_ ..........._--__-..2 .........---......... .__-_-............___ ........._...-.---..- .........__._-_..-... .......-.---.-_.._-.. ......--_.--.-...2 ._. .. ... .-_-.._--__.__-.2 ----------------------
Z __
AA-1127688.-.--00000--LLOYO'S SYNOICA%NO 16M--_--.--.---._.-___-__----_.....--_.--...- GB4_-____--_----.__--_.___-.-_----.--_---------------- -------------------_ .-.-___..__-_.__-_ -_.-___--....___5 --.._._-...-._..-] ._---.._-.--__.._ .-_-....--_-......__
0 0
1299998.-Total Authorized-Other Non-U.S.Insurers funder$100,000)
1299999.Total Authorized-Olher Non-U.S.Insurers 2.221 8 39 669 409 1.404 526 961 l39) 3.975 2G5 0 3.710 0
1399999.Total Authorized 6,185 21 143 2.477 1 472 5 257 1.9W 2 708 1149) 13.697 763 0 13 134 0
1499999.Total Unauthorized-Alfiliates-U.S.Intercompany Pooling 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1799999.Total Unauthorized-Affiliates-U.S.Non-Pool 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0
2099999.Total Unauthorized-Affiliates-Other Non 0
-U.S. 0 0 0 0 0 0 0 0 0 0 0 0
2199999.Total Unauthorized-Affiliates 0 0 0 0 0 0 0 0 0 0 0 0 0
.23-2153760...--39675-.E%CALIB,6{AFINS CO.7P............................__.-.-..--.........--.--_-_ Pel..--.-.......-.- _...........8 ..........--..--.75 ._.-_.-.-__.__-BB ..----..--.---___-- .--_-._....-.---.-- -._....... -.-..---._.-_-.- ._..-___.--.---171 -.-_ ---.---._--_-_-__ --..._--.-.-.-771
2299998.Total Unauthorized-Other U.S.Unafriliated Insurers Under$100,000 D 0
2299999.Total Unauthorized-Other U.S.Unaffiliated Insurers 0 0 8 75 88 0 0 0 0 171 0 0 111 0
2399999.Total unauthorized-Pools-Mandator Pools 0 0 0 a 0 O O 0 0 0 0 0 0 0
.AA-3194161-.---OOWO--CATLIN INS CO L^.-_.-__-___-_..---.__--_.__--.__._-_.__...___-...._-_.8AU__--_.-_-------------------_..__------------..-..-908 _-___--_.---.--.4 ------------27 _---..-_--_--_.350 _----____.___199 ---.-__....-_--707 .-.---_-__..__265 -----------------391 _---------------(21)-------------1.922 --------------127 .--.--.---.--.-__-__- -______---1 795 .--__.-..._
2599998.Total Unauthorized-Other Non-U.S.Insurers Under$100.000 0 0
2599999.Total Unauthorized-Other Non-U.S.Insurers 1 4 27 350 199 707 265 391 (21) 1.922 127 0 1,795 0
2699999.Total Unauthorized 908 4 35 425 287 707 265 391 (211 2.093 127 0 1966 0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 3
Ceded Reinsurance as of December 31.Current Year 000 OMITTED
1 2 3 4 5 6 Reinsurance Recoverable On Reinsurance Payable 18 19
7 8 9 10 11 12 13 14 15 16 17
Reinsurance
Contracts Nel Amount
Ceding 75% Recoverable Funds Held
NAIC or More of OtherFrom By Company
Com- Direct Reinsurance Known Case Known Case Contingent Columns Ceded Amounts Reinsurers Under
ID pany Domiciliary Premiums Premiums Paid Loss LAE IBNR Lass IBNR LAE Unearned Commis- 7 thru 14 Balances Due to Cols.15- Reinsurance
Number I Code Name of Reinsurer IJudsdictionj Written Ceded Losses Paid LAE Reserves Reserves Reserves Reserves Premiums sions Totals Payable Reinsurers (16+17)_ Treaties
2799999.Total Certified-Affiliates-U.S.Intercompany Pooling 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3099999.Total Certified-Affiliates-U.S.Non-Pool 0 0 0 of 0 0 0 Of 0 0 0 0 0 0
3399999.Total Certified-Affiliates-Other Non-U-S.) 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0
3499999.Total Certified-Affiliates 0 0 0 0 0 0 0 0 0 0 0 D 0 0
3599998.Total Certified-Other U.S.Unaffiliated Insurers Under$100.000 0 0
3599999.Total Certified-Other U.S.Unaffiliated Insurers 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3899998.Total Certified-OtherNon-U.S.Insurers(Under$100,000) 0 0
3899999.Total Certified-Other Non-U.S.Insurers 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3999999.Total Certified 0 0 0 0 0 0 0 0 0 0 0 0 0 0
4099999.Total Authorized,Unauthorized and Certified 7,043 25 178 2,902 1,759 5964 2,233 3,099 (170) 15,990 890 0 15.100 0
4199999.Total Protected Cells 0 0
9999999 Totals 7.093 25 178 2,902 1.759 5,964 2.233 3,099 (170) 15.990 890 0 15,1. 0
NOTE:A. Report the five largest provisional commission rales included in the cedant's reinsurance treaties.
The commission rate to be reported is by contract with ceded premium in excess of$50.000:
1 2 3
Name of Reinsurer Commission Rate Ceded Premium
1. ..........................................................................................................................................................................................
......
N3. ..-'---_.................................................................................................................-----------'..................
------------------------------- ............................
------------------------------------------------------_-------------------------------------------------------------------------------------------------
B. Report the five largest reinsurance recoverables reported in Column 15,due from any one reinsurer(based on the total recoverables,
Line 9999999,Column 15),the amount of ceded premium,and indicate whether the recoverables are due from an affiliated insurer-
1 2 3 4
Name of Reinsurer Total Recoverables Ceded Premiums Affiliated
1. SXISS RcINS AK-RICA.CORP........................................................._........_...--_....-.............................3,821 _-.--__-----.._-..........1:726 Yes I I No I X)
2. CATLIN INS.LTD--------------....................................................._._.........--...._._............................1,922 ........................AM Yes I ) No I X1
3. TRANSA71_NT IC REINS CO ----------____---------- _------------__-_-------------------------1.936-------------...._._----------361 Yes I I No I XI
4. LLOYO'S SYPCICATE NO 2623.............................................................................._.............................1:629............................. 762 Yes I I No I XI
5. TOA REINSURANCE CO Cf AkERICA_....----------------_......_._.--.-..._...---------------------.............................1,572-----------.---------------------719 Yes I 1 No t X) --.
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 4
A in of Ceded Reinsurance as of December 31,Current Year 000 OMITTED
1 2 3 4 Reinsurance Recoverable on Paid Losses and Paid Lass Ad ustment Expenses 12 13
5 Overdue it
MAIC 6 7 8 9 10 - Percentage More
Com- Percentage Than 120 Days
ID pony Domiciliary Total Overdue Total Due Overdue Overdue
Number Code Name of Reinsurer Jurisdiction Current 1 to 29 Das 30 to 90 Days 91 to 120 Days Over 120 Das Cols.6+7+6+9 Cols.5.10 Col.10/Col.11 Col.9/Col.11
0499999.Total Authorized-Afliliates-U.S.Non-Pool 0 0 0 0 0 0 0 0.0 0.0
0799999.Total Authorized-Affiliates-Other Non-U.S. 0 0 0 0 0 0 0 0.0 0.0
0899999.Total Authorized-Alfiliates 0 0 0 0 0 0 0 0.0 0.0
13-1675535..-.25364--5161 SO flEINS AYcAICA .._..__-__.............___. -......_-__..__-._.._-.__....__......_..........__.....NY___....._._.---- _..._.__._...._...._.__52 _-__--._-......_.___-..---- .... .._.--_____.__........_ _.._.....__------._._._..--- _._..--..._-_.-..._.......0 ....._-_-----------..-52 _--- 0.0 -------------------------0.0
u T9 'SAFE NTIC flEINS C-0---:..........._........._..__...._............._.__............._..._...........------.------.............._..NY........__._.._. ...._...._................41 ....-...._........._......-._ ___._-.__-.._.............._ ................-..-._.....0 _..___._--........._.....41 ..................0.0 ...--------------.-...._.0.0
13-W62, ._...1.453.. .AN..A
.47-0574325EE9I(L=Y INSU9A4G CG�ANY...__.__...._-.'............................._...__._........_.........._..........._.._.-_-.'...........oE...--..._......_ _..._..........-.-......_.25 ..._....._...__.......____.. ..............__..._......._ ...'..._..._................. ..._........._..__.._........ ....._._......._..........0 ._........_.............25 ......_.................0.0 --------------------------0.0
.13-2918573.....42439..f0A BEINSJiAN'C CO ff AAS.AICA_.._._......................................._......._...._-_......_ OE._-._._......... ......_.._._..._-__.._12) ......__.._._.._..._........ ._...._-.......__-........_._ .__....._...__...-._..-. ..__._...-...._-.__..._.... .-_ ....0 -_......_--_._.._-._-.._(2)...___-...__._-______0.0 _.___-...._.._...-.-.0.0
-06-1022232.._..24899..ALEA N'V'1TH AA1631CA INS Go.............................._..............._..__...........--.__.........................._------._._.._..NY........_.._..._.. ..........._.._.........-..... .............................. .............................1 .-_....................._.__t ..........._._..............1 .-.._.....-__.._......100.0 ..._........._....._100.0
-13-1290712..._20583_-X REINS AlIE91CA INC-._.._.__.__....._.__-- ______.__-_._.................._-..._.._._._..___-._....-----NY_.... --------------.._...-.._.2 _.._.._.-..-_.-__.........-_. .. ..._._ ------__-_._ ... __.____._..0 ......_._..........--_..._2 _--._-._..._.._.._.....0.0 _.___....._._........_0.0
0999999.Total Authorized-Other U.S.Unalfiliated Insurers 118-
-AA
0 0 1 1 119 0.8 0.13
AA-1340125..._OOODO_.HA1,%O F9 RUC%VEAScKtAUNTS AO.._.___._..__...._.....__._.....................__._-.....__.._..._.__.--------------._.___.NU.._..........-__.......4-------------------t4)------------------------------ ._.............__............ ___.__-----------4..--------- -..............---------4...... _._.............._.__._._0 ...........................14)....__.__......-_......0.0 -------------.__....._0.0
dp-1128003....ON00..LLO'!G'S 6YNOIG N02003...'-`--.__._""--.__._-------_..__------...-------.__-.--'-- -..GOR-------_......--------....--------12 ..--------------._-------- ------...._--------..-_1 ....--------..._ ..------------- _.__.._1 -----------------13 .---------_......___7.7 ----------'_-.D.0
AA-1128623.....00000..LLOYD'S SYN9ICA'NO 2623..................................._._.............._._...............................__................_......60R......_...................................27 ......................._2 ..........-_.................. ............__..............2 -----------...............29 ....................._...6.9 .........................0.0
AA-1126623.._..00000..LLOYD SY"AICATE N0623--------------"------------'--------------------------'-------_ .-._._GBH.-------`-- --------------------------.7 -----_-------"--------- --------------------'--' -------------'------ ----_. -- --------....-_--..._.0 ._"---'------_.-...-.7 -------------------------0.0 _.__------__...-.-.-._0.0
horized-Other Non-U.S.Insurers 62 0 3 0 0 3 45 6.7 0.0
1299999.Total Aut
1399999.Total Authorized 160 0 3 0 1 4 164 2.4 0.6
1799999.Total Unauthorized-Affiliates-U.S.Non-Pool 0 0 0 0 0 0
2099999.Total Unauthorized-Alfiliates-Other Non-U.S. 0 1 0 0 0 0 0
2199999.Total Unauthorized-Affiliates 0 0 0 0 0 0 0 0.0 0.0
23-2153760.....39675.-E%CAL18UR(FINS CORP................_......_._..._...........-____.....................___...._....._..........------.._._.._.....?0..._......_...... ................._..._._..1 -----_-.--............._.._.. ...........__----w....._. ........_..................1 ............._....._..._..6 __........-...........__.-.7 ....._..__-.__........-.-...8 .............117.5 _.___.._......_........75.0
2299999.Total Unauthorized-Other U.S.Unaffiliated Insurers 1 0 0 1 6 7 8 87.5 75.0
IVIut-3194161...-.00000..CATLIN INS CO L U._...............__..._._........_.__.._............_..__......._._....-...... 91FJ.........___._....................... 31 __........._..._-......._-. ._.._....... ----------- - ------.._...___--..-..._._ .._.._. ..0 ....._......-..-..-._...31 .._.--_-_-....__...._0.0 _--_...._-_--_...-._-_0.0
W 2599999.Total Unauthorized-Other Non-U.S.Insurers 31 0 0 0 6 0 31 0.0 0.0
2699999.Total unauthorized 32 0 0 1 6 7 39 17.9 15.4
3099999.Total Certified-Affiliates-U.S.Non-Pool 0 0 9 0 0 0 0 D.0 0.0
3399999.Total Certified•Afliliates-Other Non-U.S. 0 0 0 0 0 0 0 0.0 0.0
3499999,Total Certified-Affiliates 0 0 0 0 0 0 0 0.0 0.0
3999999.Total Certified 0 0
4099999,Total Authorized Unauthorized and Certified 192 0 3 1 7 11 203 5.4 3.4
0 0 0.0 0.0
4199999.Total Protected Cells
9999999 Totals 192 0 3 1 7 11 203 5.4
3.4
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
SCHEDULE F - PART 5
Provision for Unauthorized Reinsurance as of December 31.Current Year 000 OMITTED
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 t8
To tat Provision
for
Reinsurance
Total Collateral Ceded to
Reinsurance Trust Funds and Offsets Recoverable Unauthorized
Recoverable Funds Held Issuing or and Allowed(Cols. Provision for Paid Losses& 20%of Provision for Reinsurers
NAIC Domi- all Items By Company Confirming Other 6+7+9+10+11 Unauthorized LAE Expenses Amount in Overdue (Col.13 plus
Com- ciliary Schedule F Under Bank Ceded Miscellaneous Allowed but not in Reinsurance Over 90 Days 201%of Dispute Reinsurance Col.17 but not
ID pany Juds- Part 3, Reinsurance Letters of Reference Balances Balances Offset Excess of (Coi.5 Minus past Due not Amount in Included in (Col 15 plus in Excess of
Number Code Name of Reinsurer diction Col.15 Treaties Credit Number a Payable Payable I items Col.5) Col.12 in Dispute Col.14 1 Column 5 Col.16 Col,5
0499999.Total-U.S.Non-Pool 0 0 0 XXX 0 0 0 0 0 0 0 0 0 0
0799999.Total-Other Non-U.S. 0 0 0 XXX 0 0 0 0 0 0 0 0 0 0
0899999.Total-Affiliates 0 0 0 XXX 0 0 0 0 0 0 0 0 0 0
23-2153750...39875..E%CAL13.iR 3EINs COV------................. -- ... PA..._..-.-------- _--- -- .- ...._0 ... .....171 8 .-. .._2 ... .._..D ._ -- - ...._2 ._---- -....171
........._......._. ....._._.. _ ................. ._ ........._. ...... -. _.._...... _....-...._-. ._......._.. _......... .. ......
0999999,Total Other U.S.Unaffiliated insurers 171 0 0 XXX 0 0 0 0 171 e 2 0 2 171
AA-3194161...00000..CA11N INS COL:'..--._......___......._.- BLL..__.._ _....__.__.-1,922 ..............___.........__._._...2.238 0001..._.-.------- ------_....._......127 ......---....-....-._----... .......................1.922 ........................0 ..-..-._........_..............._.............D _...-..._......_....D _...._...-.........._0 .._-......-...........D
1299999.Total Other Non-U.S.Insurers 1,922 0 2.238 XXX 127 0 0 1,922 0 0 0 0 0 0
1399999.Total Affiliates and Others 2.C93 0 2,238 XXX 127 0 0 1 922 171 8 2 0 2 171
1499999.Total Protected Cells XXX 0 0 0 0 0 --
....--................................................................................................... --------------------------------------------------- --------------------------............---------------'
-------------------- ------._-.
---._..._.----------"-- ------------ ..............................................._-_..........._.-__.......'--.....................................-----...._...........__......_................---.................'---------.....................--------.............................
----------------'
N ....................._.__..........._............_..................._................. .._......................._..._..........................._.-.._------......_..-------.-......-----------....._.._.--...- -_._..-..._.-..........--._.-.....-......--.__.-.-_..-..-...._-_--..-..-..._..--._......-_-......_..-_.__._.....-...._........-_............................__..........-.._.
A ................................. .......................................................................................................................................................................................................................................................................................................................................................................
..............................................................
..................................._. ......................--._.................................... ...._........................--.............-..-.............................-..-...........-..--._......_..................... ............_..._......-...._-...._..........--_......_-- .. .......................... .... ........_.-...._.-...--....-_.--.-.-...
...-._---------2,093
---------_...-........._....__.__........-......-...._...-..-.--..-_....-_.-..-_.-- .-
9999999 Totals 2 W3 0 2.238 XXX 127 0
1. Amounts in dispute totaling$ ..................................... are included in Column 5.
2. Amounts in dispute totaling$ ------_---------------............ are excluded from Column 14.
(a) Issuing or
Confirming Letters
Bank of
Reference Credit American Bankers Association Letters of
Number Code (ABA)Routing Number Issuing or Confirmi Bank Name Credit Amount
owl.............. 1............ 021000083.....................---------------------------- CITIBAM.N.A..--._._._.--------------.------------._...----------------.-----------------_------------------------------------------------.----------------------------------- ...-_._._.....2,238
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
Schedule F- Part 6- Section 1 -Provision for Reinsurance Ceded to Certified Reinsurers
NONE
Schedule F- Part 6-Section 1 - Bank Footnote
NONE
Schedule F- Part 6- Section 2- Provision for Overdue Reinsurance Ceded to Certified Reinsurers
NONE
25.26
i
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 7
Provision for Overdue Authorized Reinsurance as of December 31 Current Year
1 2 3 4 5 6 7 8 9 10 11
Reinsurance Amounts in Dispute
Recoverable on Paid Excluded from Col.4
NAIC Losses and Total Reinsurance Amounts in Col.4 for for Companies
Com- LAE More Than Recoverable on Paid Companies Reporting Reporting
ID parry 90 Days Overdue Losses and LAE Amounts Received Col.4 divided by less than 20%in less than 20%in 20%of Amount Amount Reported in
Number Code Name of Reinsurer a b Prior 90 Da Cols.5+6 Col.7 Col.7 in Col.9 Col.6 x 20%+Col.10
08-1022232._24899..ALEA IlrrtiH R'Eal OA INS CO.. __.._... ._------ _._.... .._...__. ---------------------------1.000 ..............1,000 ._. _ ..._ 100.000 ...._---------------------------0 .._..__.. _..... ___._ - .._. ._____.___...0
.................................................................................................................................................................................................................................................................-----------......................................................................----------------------------..-------------------------------------------------------------....................................................
...
_------------------------------------------___-----------------.----------------------------------------..._.__.........._..._._.__......_............_....._......_....._._....____........................._......_____._.._-.-__._._...._._..__.._-..-.._...__._.._._..-....__._._...._._._...................._.._........................_. ............................................................--------------_._.........__......................
._.............._...._................................_......._..___......._..............._....................__._.._..__......._.__...._..............._...._............................._......._.......""__......_.._._.._."..------"'_.------"'.__-------------------------------------------- "-._.------------------------------"""'_._.._."-""__........_...._......._..__..........__._....-----------------------------------
-------------------..............._..............................................................................................................._..................................................................................._......................................................................................................................................................_._........._................_..._.._..........................................................................
.............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
_..........__......_._.._........_.__....................____.__........__.__.__.__...._.....__............._._.._..__...._....._..._.._......-----_...__....._.....____..._.__.._...._.............._........._.._._..__._..___...................._..._........_._.._.............._......_......_........_...._......_.._____.....__..............._........_....___......_.._.............._.__............_.........._............__....................
----------------
-------------------------------..................................................................................................................................................................................................................................._.............................................I...._...........................................................................................................................................................................................
........._............._.............._...._.............._.__......._._._...._............._...................................__..._.....__......._................._...._._._................_.._...____...__.........._......______..._.__..._.___._....................................-----.--------------------------------_._...................._.......__.._-------------------------------------------------------------.--------------.....__----------------------------
_-------..............._....._._.._.._.._._...._._.._..._...._.._........_...._.._........_........._............_._...._........_._.._._........._._.........._...._........................----------------.---........................................................................................................................_...................................................................................................................................................
......_..__._...-------.----------------------_----------------------------------------------------------------------------------------------------------------.---------------------------------------------------------------------------------------------------- .. .. .. __..._....._.___._......_------__........._._.._..._
..............................................._............._._.._......-...._.__..._............_....-..........._._..................._..__...................._...................._._._.............-........_..._.__..._......................................._._..__.............................................__._._.._................_...._.........................................._...._........................_._........._.__....._........................
..___......._ ______.__..._.................. .....___.___......__._...._......................_...__._.....__....._.....____..._.__..___..._..._............._...._.._.._._._._._._.._.......___.__.._......._.___.__._...._.____... ... _...___.__..__...........___....._..._...._.._......._._........__........------......__._.___----
N 9999999 Totals 1 OOJ 1 Oro 0 1 XXX 0 1 0 0 0
v (a)From Schedule F-Part 4 Columns 6+9,total authorized,less$ ......................._------._---- in dispute.
(b)From Schedule F-Part 3 Columns 7+B,total authorized,less$ ...................................... in dispute.
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 8
Provision for Overdue Reinsurance as of December 31.Current Year
1 2 3 4 5 6 7 8 9 10 11 12
NAIC Funds Held By Sum of Cols.5
Com- Reinsurance Company Under Other Other through 9 but Greater of Col.i t or
ID pany Recoverable Reinsurance Ceded Balances Miscellaneous Allowed Offset not in excess Col.4 minus Schedule F-Part 4
Number Code Name of Reinsurer All Items Treaties Letters of Credit Payable Balances Items of Col.4 Col.10 Cols.8+9
06-102223 2......24899..ALE,1100tH M010A INC CO......................_.....-_.._............................._.......................--_.._....................1.000 .. ...... __ ........_............--_...-.....-------------------------------- ....._.--......__.___1.000 ---....___.---------------1,000
....-
------------------------ --------------
....__------------ __ ---------------------------------------------------------------
...-....
--------------.------ --
---—---------------------- -- - ---------------------------------
----------------------------- --
-------- --- �--'--- - -'----- `------
----- ---- -------- --- -- ------ -- ------__ ------- -----------------------
- ---- ------
. .. . ..... ---- ---
9999999 Totals 1,000 0 0 0 0 __.-_--------O__..-_- 0 1-�- 1000
1. Total----------------...---------------------------_._.-._--------._. ...--------�---------------�--------
2. Line1 x.20............................................................................................................................................................................. 200
3. Schedule F-Part 7 Col.11------------------ ._...-----------._---------------------------------------------------- .._....- 0
4. Provision for Overdue Authorized Reinsurance(Lines 2+3) --------------------- -----------------------------.
5. Provision for Reinsurance Ceded to Unauthorized Reinsurers(Schedule F-Part 5 Col.18 x1000)............................ 171,000
6. Provision for Reinsurance Ceded to Certified Reinsurers(Schedule F-Part 6,Section 1,CoL 21 x 1000)_.........__ o
7. Provision for Overdue Reinsurance Ceded to Certified Reinsurers(Schedule F-Part 6,Section 2,Col 15 x 1000). 0
8. Provision for Reinsurance(sum Lines 4+5+6 r 7)(Enter this amount on Page 3,
N
00
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE F - PART 9
Restatement of Balance Sheet to Identify Net Credit for Reinsurance
1 2 3
As Reported Restatement Restated
Net of Geded) Adiustments Gross of Ceded
ASSETS(Page 2,Col.3)
1. Cash and invested assets(Line 12)---------------------------------------------------------------------------------------------42,984.559 ------------------------------ ---------......42,984.559
2. Premiums and considerations(Line 15).---.-_------------------------------ --------------------------------------------------------------------------3.453,898 ----------------------------- ---------------3.453.898
3. Reinsurance recoverable on loss and loss adjustment expense payments(Line 16.1).._-------------------------------------------202,950 ....._.-........__.(202,950).....__...__...__._.._.....0
4. Funds held by or deposited with reinsured companies(Line 16.2).....................................-...-....-........-.........._..................._...0 ------------------------------------- ...................................0
5. Other assets.... --........... ..........---..........-----..........` ..............._--- ......_..._................_..........._..........1,644.967 ..................................... . ...............1.644.967
6. Nei amount recoverable from reinsurers--------------. -------------------- -------------------- .........................----........-.-----........_----- .-.......-_.---.14,928.880 .------...._..14,928,880
7. Protected cell assets(Line 27)-------------------------------------------------- ---------------------------- 0 0
8. Totals(Line 28)-------------------------------- ---------------\ ------------------- 48.286.374 14.725.930 63,012.304
LIABILITIES(Page 3)
9. Losses and loss adjustment expenses(Lines 1 through 3).......................................................................................22.543,037 .--.------.---....12.858,576 --.------.--.-_---35,401,613
10. Taxes,expenses,and other obligations(Lines 4 through B).---._...........................................................................-....._239,788 ...................................... ........................239,788
11. Unearned premiums(Line 9)....----------------------.....---- ..---....._....................................................----.........5,391,830 ...---..........3,098.968 ..._.........--.8.490.798
12. Advance premiums(Line 10)---------- ----------------------------------------------------------------------------------.781,750 -----------------------.....----- .....------...........781.750
13. Dividends declared and unpaid(Line 11.1 and 11.2)_...----------------------------------------------------------------------------------------------0 ..-----------------.---- ------. _.0
14. Ceded reinsurance premiums payable(net of ceding commissions(Line 12)------------------------------------------.---------------.890,190 -----------------------(890,190)...._.__._.------..._....._.....0
15. Funds held by company under reinsurance treaties(Line 13)_..............---------...........---.............------....................................0 ...................................... -----------------------------------0
16. Amounts withhold or retained by company for account of others(Line 14)....................................................................117,532 ..........................--.--.----- ........................117,532
17. Provision for reinsurance(Line 16).................._.-----------........_--------------....._.....----------...._.-.....................----............171.200 .......................(171.200)....__---------------------_..0
18. Other liabilities........-....................................-----------------------------------------------------------------------------------------------------------.._258.326 ...........-----------(170,224)......................_B8,102
19. Total liabilities excluding protected cell business(Line 26)------------------------------------------ 30,393:653 14.725,930 45,119,583
20. Protected cell liabilities(Line 27). ......................_..._._-------------.---..._ -._..._.----_ 0
21. Surplus as regards policyholders(Line 37) 17,892,721 XXX 17,892,721
22. Totals Line 36 48,286,374 14,725,930 63,012,304
NOTE: Is the restatement of this exhibit the result of grossing up balances ceded to affiliates under 100 percent reinsurance or pooling
arrangements?------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Yes [ ) Na I X I
Ifyes,give full explanation: _.................---.........._---------------------------.......................-------.....................-............------.......-.....---------.............-------
29
ANNUAL STATEMENT FOR THE YEAR 2013 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
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - ANALYSIS OF LOSSES AND LOSS EXPENSES
SCHEDULE P - PART 1 - SUMMARY
$000 OMITTED
Premiums Earned Loss and Loss Ex ense Payments 12
Years in 1 2 3 Defense and Cost Adjusting and Other 10 11
Which Loss Pa ments Containment Pa menls Pa ments Numberof
Premiums Were 4 5 6 7 a 9 Total Net Claims
Earned and Salvage and Paid Cols Reported
Losses Were Direct and Direct and Direct and Direct and Subrogation(4-5.6-7 Direct and
Incurred Assumed Ceded Net 1-2 Assumed Ceded Assumed Ceded Assumed Ceded Received +8-9) Assumed
1. Prior .....' xXX ........XXX----------XXX-----------------------.O ...--...-_0 -------------(45)----------..-16 --------------4 --------------0 ..............0 ---------------(57) .-XXX...
2. 2004------.........17,967 ...........7.240 10.727 -------.9,423 ........... ..-......_4,213 -----------481 -----------.-577 .................0 --------.......17 .---------8,674 ....-.xXx
3. 2005.-_.---------19,983 ---.--.---.8,260 -------.11.723 ------.-10,469 .-------5,331 ------..7,359 .--.------.1,258 ---------------605 -----_----------0 -------------.--_4 -------11,844 ---..-xxx----
4. 2006..............22.583 -----------9:332 ......--.13,251 ...........4.472 --.........598 -------...6,058 .. -- 544 ..........----879 --..--...........0 .......--.28 .........10.067 XX)(
5. 2007------.--------23.710 --------9.611 -.----_14.099 .-------.7.196 -------2.253 ---------6.628 --------1.526 ------------734 ---------------0 ----------.-_-63 .------.-12.779 Xyx
6. 2008.-- 22.205 .--------6,857 ......--.13,348 ...........5.649 ---------.2.056 ---------5.669 ..............907 ..............926 -------------....0 ..........---66...........9.281 ..-_..XXX...
7. 2009. --------.19.470 --- 7.523 -.11.947 -.--------3,707 -- 982 5.921 .--------1,816 .--------.-999 ------------ 0 -------------12 ---------7,829 xxx
8. 2010...............17,769 ...........6.825 -----...10,964 - 5.343 1.377................__.5,420 .----------.941 ....--------927 ...............0 -----------...5 -----------9.372 XXX-..
9. 2011.---- ------..16,806 .. 6,578 ..--.....10.228 -------.8.295 ..........5.170 ----------3.344 ..........A,157 -..........B83 -------------0 ------------------0 --------6.195 ...' XXX
10. 2012-------------17.398 --------.6.944 ------10.454 ------------804 ------------99 ---------1:266 .-----------4 ----------.-B54 ----------------0 -------------..0 .-----.-.2.821 -.-.._XXX-----
11. 2013 1 17,632 6,950 10,682 354 0 382 4 948 0 0 1,680 XXX
12. Totals I XXX XXX XXX 1 55,712 1 22,924 48,215 8.654 8,136 1 0 195 80.485 1 XXX
23 24 25
Losses Unpaid Defense and Cost Containment Unpaid Adjusting and Other
Case Basis Bulk+IBNR Case Basis Bulk+IBNR Un aid
13 14 15 16 17 18 19 20 21 22 Number
Salvage Total Not of Claims
and Losses Outstand-
Direct Direct Direct Direct Direct Subrog- and ing
and and and and and ation Expenses Direct and
Assumed Ceded Assumed Ceded Assumed Coded Assumed Ceded Assumed Coded Anticipated Unpaid Assumed
1. Prior----------------241 ----------200 -----`-------3 ------------ 238 ------------------2 -------------1 ------------22 -
2. 2004---------------.162 .............150 -----------13 ................4 ...''.-103 ------------83 ................6 9 '_0
..----'------1 ----------------- __.-..... --'---------...0 ........---.55 -.-..XXX-----
3. 2005. -----------517 ----------91 ...-----------30 -----------t4 ------..._.129 .-----------96 --13 ...-"----5 ..-----------26 ................0 ......_._..._0 509 ._XXX
---------- --------
4. 2006......------------322 --..........17 ......'' 67 ----36 ............161 _------._114 ------------30 ..............14 ----------� ----------....0 ................0 ------------433 XXX.....
5. 2007......---------1.553 -----------971 ---'.......208 _41 --------.-395 ............356 .._93 --------------8 .....30 ................0 --------------0 ------.....903 ......XXX..
-------.- _....... .........
XXX
6. 2008--------------1.382 ---------- ----------382 -------------128 _554 -------------------------307 ---------_172 ---------------42 -------------73 ---------------0 --------------0 1.483
7. 2009----- -----------325 ----------82 ............782 -----------440 ----------286 ...........92 ............351 ..---''..176 ------------47 ................0 ...........__.0 ....-...-1.001 XXX
8. 2010.._....-----1,284 -.---.--.---618 -------1,296 ---__--_674 -_---------609 ---.--------344 .---.--.---.582 -.--.------264 -------------103 --.-.-0 ---._._1,974 .._.-XXX-----
9. 2011..... .... ....773 ----------..37 ...-.....1,758 -------.-.841 ----------524 -.........71 ............790 ............321 -----------.151 ..........--....0 ................0 .....2.726 .--..XXX
10- 2012.-------------1,437 _._...-__.46 ---------- ---------1,524 ------..1.158 --------._28 ----------1,461 -__---_-.577 ..-.----._-310 ----.---.-..---0 ----------------0 --------5,442 -----XXX.._.
11. 2013 1,799 1 85 5.330 2,259 980 30 2,393 824 615 0 0 7,919 XXX
12. Totals 9,795 1 2.902 13,125 5,964 5,169 1 1.759 1 5,893 2,233 1.420 0 0 1 22,544 XXX
Total Loss and Loss Expense Percentage 34 Net Balance Sheet
Losses and Loss Ex enses Incurred Incurred/Premiums Earned) Nontabular Discount Reserves After Discount
26 27 28 29 30 31 32 33 Inter- 35 36
company
Direct Direct Pooling Loss
and and Loss Participation Losses Expenses
Assumed Ceded Net Assumed Ceded Net Loss Expense Percentage Unpaid Unpaid
1. Prior...............XXX...............XXX..--.-- XXX...............Xxx................XXX----------`--XXX - -- ........_..0 ..................0 ._.....XXX-------------------------44 ..................55
2. 2004--------------.---14,506 ............5,777 -------------8.729 -----------._80.7 79.6 _............B1.4 -------0 . 0 ------.21 -
3. 2005.-------------_19,146 ---------6,795 ...-.-._-.12.353 ------------95.8 ---------------- ---------.-105.4 -----------0 --------------0 ------------------- ---------------442 ....._----------67
4. 2006.-----............11.823 .............1.323 ------------10,500 ..............52.4 ...----------14.2 ..............79.2 -------------------0 ......._....._.._0 _------------3% ----------------97
5. 2007.---------------18.837 -.-5.155 _...' 13.682 ----19.4 ------------53.6 -----------97.0 -------------0 ---------------0 ------------------ ---------_----749 -._.--------154
-------- --------
6. 2008_...............14,807 .............4,043 ---------10.764 ..............B6.7 ......... '..45.6 -....-........80.6 ..---........0 ....................0 ...................... -------------1.033 __..........450
7. 2009.---- ---------12,416 -----------3:586 ---------_8.830 ----_..__.83.8 .....'---47.7 ------------73.9 ------------------_0 - -0 __ -------- -------------585 ---------------416
8. 2010----- --------15,564 .............4,216 ............11,346 ................87.5 ..81.8 .............103.5 _0 ....................0 ...................... ...'-'--....1,288 -----------.6%
9. 2011----- --------16,518 -----------7,597 --------_8,921 --------------98.3 -- 115.5 --------------87.2 _--------------0 -------------------0 ----------------- ---------1,653 ------.._.1:073
10. 2012...............10.543 .....'--....2,280 --------------8.263 ...............60.6 ...............32.8 ..............79.0 _....-'---'-...0 ....................0 ...................... ... 3,118-------------2,324
11. 2013 12,801 3.202 9,599 72.6 46.1 89.9 0 0 4.785 3,134
12. Totals I XXX XXX XXX XXX XXX I XXX 0 0 XXX 14,054 8,490
Note:Parts 2 and 4 are gross of all discounting,including tabular discounting.Part 1 is gross of only nonlabular discounting,which is reported in Columns 32 and 33 of Part 1.The
tabular discount,if any,is reported in the Notes to Financial Statements which will reconcile Part 1 with Pans 2 and 4.
33
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P - PART 2 - SUMMARY
Years in INCURRED NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPOTI
AR END-000 OMITTED DEVELOPMENT
Which Losses 7 2 3 4 5 6 7 9 10 it 12
Were Incurred 2004 2005 2006 2007 2008 2009 2010 2012 2013 One Year Two Year
1. Prior....._...........8.253 -----.....9.941 -------.10.458 ..-_.....9.689 --------9.390 ------....9.497 ...........9.603 .....-----9.573 ......_...9,520 .----------(53)-................4
2. 2004.------------9,271 ------...8.040 ----------8.272 ......8.423 ---------.8.296 -------8.191 .----.....8.268 .--_------8,132 --------8.143 .---- 11 54
3. 2005.----.._...XXX......-----...11,374 12.635 11.582 11.288 11.282 11.366 .---.....11.681 .........11.722 ................41 .............23fi
4. 2006-----------XXX...---_-_XXX--------------12,010 ...._...11.157 ---.....10.666 --------9.627 .----.-..9.863 --------9.754 --------9.722 ---------- -------------.-65 -----.
----..33
5. 2007..............XXX .......XXX...............XXX...............11.300 ....-._.10.593 .....---.11.705 -----...11.648 ------_12.042 .---.....12,755 -----....12,918 ----------....163 ------------B76
6. 2008. - XXX.... ---.XXX---- ---...XXX....... ..XXX...-..-- .9.745 B.359 .---------8.781 ... 9,000 ........9.638 ---------.9,765 ...............127 -.........----765
7. 2009 .......XXX - XXX.--------------XXX-------------xxX--------------XXX--------------8,725 -----.....8.495 --------8,053 .- -8,610 -7,784 .-----------(8261-----------(269
8. 2010.-.._ XXX...............XXX. ......---XXX.......---xxx-----.......XXX..............XXX...............8.741 ---------8,758 . .....10,905 .. 10.316..............(589)--.........1,558
9. 2011 - XXX-.. XXX---- ------XXX_.----------xxX------... XXX---- ------XXX----- -----.XXX - 7,171 ----......-8.387 ----------7,887 ------------(500)--------------
10. 2012.............XXX..............XXX.-...... XXX.- ........xxx..............XXX--------------XXX.--------------XXX.-------...XXX....- --------7.749 ....-...7,099 .----------(650) Xxx
11. 2013 XXX XXX XXX XXX XXX XXX XXX I XXX XXX 1 8.036 XXX XXX
12.Totals (2.211) 3.973
SCHEDULE P - PART 3 - SUMMARY
CUMULATIVE PAID NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END 11 12
$000 OMITTED Numberol Numberof
Years in 1 2 3 4 5 6 7 8 9 10 Claims Claims
Which Closed Closed
Losses With Without
Were Loss Loss
Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Pa menl Payment
1. Prior..............000-------------------3,474 ----------6,268 ....._....7.916 --.........8.692 ..........9.034 ...........9.2W ---------9,455 -----------9.504 -----------9,443 ..._-.XXX.............XXX..._-
2. 2004.---------- 545 ---------2.576 ---------4,020 -------...5.704 ...........6.731 ............7,465 .........-7.878 ...........8,014 --------8,097 ------.....6.097 ----...XXX..............XXX-----
3. 2005.............XXX----------------------925 ---------4.055 _-.._....6.764 -----.._8.659 ...-....._9.727 .----_.10.202 -.---._.10.734 .--------10.937 -----.-11.239 ------XXX------------XXX------
4. 2006......-------XXX.............XXX.................._B36 ...........3.266 ...........5.645 ..........7,171 ...........8.168 ...........8,585 .........-9.178 ....----9,388 ..----xxx......-------XXX......
5. 2007.------------XXX-............XXX_...-.......XXX-----............--884 ---------3.774 ---------6,992 .-------8.711 -------10,264 -------..11.578 -._..._12,045 ...._-XXX.............XXx
6. 2008.--.........XXX..............XXX.............XXX..............XXX....... ------.836 .....-----2.630 ..------4.306 ----------5,708 -------7,988 --------.8,355 XXX-------------XXX....
7. 2009. XXX--------------XXX------------XXX-------------XXX-----------.-XXX..- --------...819 . -...2.922 ---------4,601 ............6.234 ..._...6,830 .......XXX..............XXX
8. 2010. XXX..............XXX---- -----.XXX---........XXX XXX-----------.XXX - B02 ...- _3,644 -6,358 --------8,445 XXX-..-- ------Xyx
9. 2011......------XXX......-------XXX-------------XXX--------------XXX.............XXX...... ......XXX.... ........XXX...... ......... 407 .........2,816 .......-5,312 __...XXX..............XXX......
10. 2012---------XXX------_XXX--------------XXX------ XXX--------------XXX-----------XXX..............XXX......--.....XXX.............-----568 .-------.1,967 -----XXX..............XXX._..-
11. 2013 XXX XXX XXX XXX XXX XXX XXX XXX XXX 732 XXX XXX
SCHEDULE P - PART 4 - SUMMARY
BULK AND IBNR RESERVES ON NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END 5000 OMITTED
Which
Years in 1 2 3 4 5 6 7 6 9 10
Losses
Were
Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
1. Prior------_---.--------3,670 --------------2.487 -------------..1:552 486 --------------201 ---100
2. 2004-.....................4,211 ...............2,866 -------------------974 - .._732 ..-..--.--........426 ...................222-- --- ._-------170 -----------------------9 -
3. 2005----- -------XXX---------------------5.379 _-------------3,3V ------------2.010 ---1:185 ---------------...503
_-.......-. --------------- 373 -------------------139 -. ------------28 24
4. 2006....... -..XXX------------------XXX------------------------5.411 --------------3.279 ------------2.015 .----------.1,020 ----------..__558 ------------ 336 ----------- 16 -----------47
5. 2007.........-.XXX...._. ..........XXX.........--......XXX........................5.313 ...............3.206 ...............2.330 ..... .1.173 -------------------551 - ----.......224 ...................252
6. 2008 XXX Xxx--- XXX-----------------XXX.---------------------- ----------------2.993 .....----------1.737 1,268 ---------------.390 ------------ -384
7. 2009...............XXX.---.-...........XXX..................XXX....----.........XXX...................XXX.........---------....4,403
...............3,413 ................1,755 ................1.242 ..................517
8. 2010...-.-.. XXX - XXX------------------XXX------------------XXX-....._..........XXX---------- --------XXX,------------------------4,070 _2,817 ---------------1,751 ..-..--------------940
9. 2011....` XXX------------------XXX..................XXX ........-XXX------- XXX------------------XXX --........----XXX...---..----------------3,696 -----------2.999 -----------...1,386
10. 2012................XXX...................XXX..................XXX.._......-------XXX XXX-------------------XXX..................XXX...................XXX-----------------------4.087 -----..........2,613
11. 2013 XXX XXX XXX XXX XXX XXX XXX XXX XXX 4.640
34
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
Schedule P - Part 1 A- 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 (Excluding Excess Workers'Compensation)
NONE
Schedule P- Part 1 E- Commercial Multiple Peril
NONE
Schedule P- Part 1 F-Section 1 -Medical Professional Liability-Occurrence
NONE
Schedule P- Part 1 F-Section 2-Medical Professional Liability-Claims-Made
NONE
Schedule P- Part 1G -Special Liability(Ocean Marine,Aircraft(all perils), Boiler and Machinery)
NONE
Schedule P- Part 1 H-Section 1 -Other Liability-Occurrence
NONE
35,36,37,38,39,40,41,42,43
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P-PART 1 H-SECTION 2-OTHER LIABILITY-CLAIMS-MADE
000 OMITTED
Premiums Earned Loss and Loss Ez ense Payments 1P
Years in t 2 3 Defense and Cost Adjusting and Other 10 11
Which Loss Pa ments Containment Payments Pa ents Numberof
Premiums Were
Earned 4 5 6 7 8 9 Total Net Claims
and Salvage and Paid Cols Reported
Less
Were Direct and Direct and Direct and Direct and Subrogation(4-5,6-7 Direct and
Incurred Assumed -ceded Net 1-2 Assumed Ceded Assumed Ceded Assumed Ceded Received +8-9) Assumed
1. Prior----------XXX-------.XXX.- XXX--- --------- 0 ----------- 0 -------.......(45). ..16 - ... -4 _0 _0 ...............(57)... )(XX......
2. 2004...............17.843 .........-7.166 .........10,677............9,411 ...........5.052-----------4,196 ...473 .---------.-577 -----------------0 ---........-----17 .-------8.659 ...._.-----.275
3. 2005....--------..19,803 --------.8,162 .........11,641 ---------10,462 ...........5,327 7.347 ......................1;252 ..............605 ..................0 ..................4 .
........11,835 .......----..358
4. 2006--------------22,374 -----....9,216 -------.13,158 --.-----4,454 589 ------.-6,022 ..-.....----.526 ------------679 --.-.-_0 ---------....19 ------10,040 ------------3.36
5. 2007..............23,427 ---.--....9,448 .........13:979 -----------7.193 ,251 ..... 8612
........... ......, --.......1,517 ...............734 ----........-0 ---......63 ......-..12.771
..............351
6. 2008.-------------.21.869 --_----_8,647 ------.13.222............5.615 _-..--.2.040 -.--------5,647 -------- -_.897 -------- -926 --0 ----------------45 -------...9.251
------------
----..._--..327
7. 2009.---....----.19,092 ...........7.270 .........11,822 ..........3,707 ..............982 .........-5,921 .....----.1.816 ..............999 ---0 . ..12 .........-7,829 -.---------..271
8. 2010---------------17,482 ..-------6,643 -------10,839 .----------5,343 - 1,377 -------5,420 -------_--- .927 .....0 -------.----.....5 ._-...-.-9,372 ----...------265
---------
9. 2011.-............16,5M ...........6.407 ...-----10,101 ...........8,147 ...........5.062 ..--------3,331 ...........1.147 ..............B83 ...................0 ---....._.------.0-----------B,152 -------------244
10. 2012 --------17.101 ---------.6,777 10.324 .--...-..... 804 ------------99 ---------1.266 ----_-------4 -----------B54 .....-- 0 ---- --......0 ..........2.821 -------------256
11. 2013 17,336 6,790 10,546 354 0 374 0 948 0 0 1,676 216
12. Totals XXX XXX XXX 55,490 1 22.7791 48,091 1 8,589 8,136 0 '165 1 80,349 1 X
Losses Unpaid Defense and Cost Containment Un aid Adjusting and 23 24 25
Case Basis BUIk+IBNR Case Basis Bulk+IBNROther Un aid
13 14 15 16 17 18 19 20 21 22 Number
Salvage Total Net of Claims
and Losses Outstand-
Direct Direct Direct Direct Direct Subrog- .and ing
and and and and and ation Expenses Direct and
Assumed Ceded Assumed Ceded Assumed Ceded Assumed Ceded Assumed Ceded Anticipated Unpaid Assumed
1. Prior-----._-------..241 -........-.200 -------------6 ------------3 --------.270 ----------_238 .--`-.........2 ------------1 ----22 -----------....0 ----------._0 --------------99 .------..-._5
2. 2004...- --........162 ........--150 ..............13 ......----4 ----......103 ..............83 .................6 .............i ................9 -----......_0 .._.-- .._0 ...........55 - -...2
3. 2005.--- ---------.517 ----------..91 ------------30 -----------..14 ----------..129 -----------96 --------------13 - ----------5 ..........._26 ....... --..0 0 ...... 509 ..-....... -6
4. 2006.-----.--.......322 .. -.....17 ------------67 ..............36 .----------160 ---------..114 . ..........30 ..----------14 ..............34 ---0 ------------..0 ---432 ----------------8
5. 2007..------------1,547 -----------W -----------208 ----------.41 ---------395 -------.....356 ..93 --------------8 .--.........30 ----------------0 ..... ....A 900 ..... ..._7
6. 2008-----...----1,382 ---------603 ....-------382 ............128 -----------552 -------.....306 .-------172 ----------42 ----------.-73 -------------0 - 0 ---.---1,482 17
7. 2009---...............325 ..............82 .............782 ----.......440 ............286 .....--....92 - .351 .............176 .......----47
.................o o 1,001 ........-.--11
8. 2010.---- -------.1.284 --------.618 1,296 --674 --------609 ------------344 ---------582 ------------- -------------103 -----------0 --.------------0 1,974 - -24
9. 2011.- ...........J67 ----- --34 ------..1,758 .........B41 522 ..............70 ............. ------------- ---..........151 .-----------0 --------------0 ---------- 35
10. 2012-----------1,437 -----------.48 _-------3.253 -.-----1,524 ------...1,156 .------------27 ._---.-1,461 ----------577 ...--------310 -------------0 ---------------0 ......._5,441 ..-.--.......72
11. 2013 1,779 75 5,330 2,259 975 27 2,393 824 6150 0 7.907 143
12. Totals 9,763 2,886 13.125 5,964 5,157 1.753 5.893 2,233 1,420 0 1 0 1 22,522 330
Total Loss and Loss Expense Percentage 34 -Balance Sheet
Losses and Loss Expenses Incurred Incurred/Premiums Earned Nontabular Discount Reserves After Discount
26 27 28 29 30 31 32 33 Inter- 35 36
Direct Direct Company
Pooling Loss
and and Loss Participation Losses Expenses
Assumed Ceded Net Assumed Cedad No Loss Ex ense Percenta a Un aid Un aid
1. Prior--------------XXX---------------XXX------- ---_XXX........------XXX......---......XXX..-....------XXX----------`--------"0 -------_--------0 ._-----XXX.....-........... 44 ----------------55
2. 2004------...........14.477 -------------5.763 ----------8.714 .----....--81.1 ..............130.4 ....... 81.6 ----------------.-0 _-...--------------0 --------------- ---------------21 ------------------34
3. 2005.---- --- 191129 .............6,785 -----------12.344 ---------------- ----------.B3.1 .------------106.0 ..--- .......-0 ----------.--0 ..---------.....0.0 .................42..................67
4. 2006.................11.768 -------------1,296 - --10,472 52.6 ---------------14.1 -------------19.6 ----------------0 ..................0 ------------D.O----------------_336 ---------------96
5. 2007..... -------18,812 ------------5,141 ...........13,671 ...............0.3 ----------..54.4 .........---97.8 ---------------0 ....................0 ...............DA -------....._746 ....---.--...154
6. 2008..............._14,749 ------------ _ 10.733 ---------------67A -._ 46.4 ---.---------B1.2 ---------------------.-... ------ --- ----1,033 ---- 449
7. 2009.................12,418 ............. ..............8.830 --...------....65.0 ..............49.4
---------------74.7 .....................0 ................._0 ................D.O -...........585 .
.. -----.-----416
8. 2010.---- ----------15.564 ----------4:218 ----------11.346 ------------- ---------------63.5 -104.7
-- -- --- -- _0 _0 D.D ...---------1.288 ----------_----R6
9. 2011------------------16,349 ..............7,475 --------..._8,874 -----......._99.0 .............116.7 ..............87.9 ...........0
.....................0 - ......D.O .... ---1,650--------------1,072
10. 2012-..-.. --10,541 ------------2.279 - 8.262 -.............1.6 ---------------- ------------B0.0 0 --------..0 ----------_---0.0 ...-.-3,118 ...........-2.323
11. 2013 12.768 3.185 9.583 73.7 46.9 90.9 0 0 0.0 4.775 3,132
12. Totals XXX XXX XXX XXX XXX XXX OO XXX 14,038 8,484
44
ANNUAL STATEMENT FOR THE YEAR 2013 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
45,46
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P-PART 1 K-FIDELITY/SURETY
000 OMITTED
Premiums Earned Loss and Loss Ex ense Pa menls 12
Years in I 2 3 Defense and Cost Adjusting and Other 10 t t
Which Loss Pa ments Containment Pa ments Paymants Number of
Premiums Were 4 5 6 7 8 9 Total Net Claims
Earned and Salvage and Paid Cols Reported
Losses Were Direct and Direct and Direct and Direct and Subrogation(4-5.6-7 Direct and
incurred Assumed Ceded Net f1-2) Assumed Ceded Assumed Ceded Assumed Ceded Received +8-9 Assumed
1. Prior------------XXX... --.XXX- —XXX ---------.0 --------------0 -------------.-.1 ----------1 ------------0 -----------_0 —--_0 _0 XXX
-----------
2. 2012..... ..........297 ------------.167 ------------..130 ---------------.0 ........ .---0 ......--.0 . ............0 -- ........_0 ..---------------0 ...............0................._0 XXX
3. 2013 296 160 136 0 0 8 4 0 0 0 4 XXX
4. Totals XXX XXX XXX 0 0 9 5 1 0 0 0 4 XXX
Losses Unpaid Defense and Cos[Containmonf Un aid Adjusting and 23 24 25
Case Basis Bulk+IBNR Case Basis I Bulk+IBNROther Un aid
13 14 15 16 17 18 19 20 21 22 Number
Salvage Total Net of Claims
and Losses Outstand-
Direct Direct Direct Direct Direct Subrog- and ing
and and and and and ation Expenses Direct and
Assumed Ceded Assumed Ceded Assumed Ceded Assumed Ceded Assumed Ceded Anticipated Unpaid Assumed
1. Prior. ---------12 ----------6 -------------0 -0 5 ........ 2 0 .. .... -0 -..0 ..-......--0 - 0 ...... -...9 ..-......... 8
2. 2012...............--.0 ------------...0 ......---------0 _._....'-0 2- -----------.._1 -- 0 0 ..- - 0 --0 -- --0 1 ... 1
3. 2013 20 10 0 1 0 5 3 0 0 0 0 0 12 1
4. Totals 32 16 0 0 12 6 0 0 0 0 0 22 10
Total Loss and Loss Expense Percentage 34 Net Balance Sheet
Losses and Loss Expenses Incurred Incuned/Premiums Earned) Nontabular Discount Reserves After Discount
26 27 28 29 30 31 32 33 Inter- 35 36
Company
Direct Direct Pooling Loss
and and Loss Participation Losses Expenses
Assumed Ceded Net Assumed Ceded Net Loss Expense Percentage Un aid Unpaid
1. Prior---- -------XXX------------._.XXX................XXX---- ------XXX---------------XXX-------------XXX------ 0 --------------0 XXX--------------------8 -------------- -3
2. 2012...... 2 ..................:_1 . ................1 ---------.....D.7 ------------------ ---... --.D.8 ---------------..0 ..---------------.-0 ........-- .D.0 .... ........._0 ... ._._......1
3. 2013 33 17 16 11.1 10.6 11.8 0 0 0.0 10 2
4. Totals I XXX XXX XXX XXX XXX I XXX 0 0 XXX 1 16 6
47
ANNUAL STATEMENT FOR THE YEAR 2013 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 1 N- Reinsurance-Nonproportional Assumed Property
NONE
Schedule P - Part 10- Reinsurance-Nonproportional Assumed Liability
NONE
Schedule P- Part 1 P Reinsurance- 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 1T-Warranty
NONE
Schedule P- Part 2A-Homeowners/Farmowners
NONE
Schedule P- Part 2B-Private Passenger Auto Liability/Medical
NONE
Schedule P- Part 2C-Commercial Auto/Truck Liability/Medical
NONE
Schedule P- Part 2D-Workers'Compensation (Excluding Excess Workers'Compensation)
NONE
Schedule P- Part 2E- Commercial Multiple Peril
NONE
48,49,50,51,52,53,54,55,56,57
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P- PART 2F-SECTION 1 -MEDICAL PROFESSIONAL LIABILITY-OCCURRENCE
Years in INCURRED NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END 000 OMITTED DEVELOPMENT
Which Losses 1 2 3 4 5 6 7 8 9 10 11 12
Were Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 One Year Two Year
1. Prior......--------------
-----__-------_.
2. 2004................... .._............_.._.................................-.................... ._..__-..........._..._._
3. 2005----------xxx----------------------------------------------------------------------------------------------------------.. .
4. 2006...............XXX..............XXX........_........................................................................................................
5. 2007-------------XXX--------------XXX ------xxx----NXXX
-------- ------- -- ------- ----
6. zoo&-------....-XXX..---------XXX.----.......XXX'-'--. --... .---------.. --' ......... ...-- .....................
...-------.-....---------.....-----....._.
7. 2009........---.XXX.............xxx-............xxx......8. zoto. --xxx...- xxx. _...xxx_.... ----------------..-..------------ -- ------------------ ---......9. 2011.............XXX----........XXX......-----'XXX--'"' ----- ----- -X10. 2012----------XXX----- XXX ----xxx------ -----xX -----------xxx---------.XXXx--------------------- ------------- ------------------ XxX11. 2013 XXX XxX xxXxxx XXX xxx xxx XXX XXX xxx
12. Totals
SCHEDULE P-PART 2F-SECTION 2-MEDICAL PROFESSIONAL LIABILITY-CLAIMS-MADE
1. Prior..-.................--.._...................... -----------.._...-- ---.-----._ ---------
-- -----------------............-----......
2. 2004--
3. 2005.-----.......XXX.......... ----------------_- -----------.----._ ---------- ----- -------------
4. 2006.------------YXX...--------XXX----------------------------_----------------------------------------------------._ .-----..--._.---------------------- ------------------------------------------------------------------
5. 2007.__-------XXX......--.....XXX-------------xxx--------------------------------------------- -..............- ------------........
6. 2006.............XXX......-------XXX.........._XXX ..XXX... .......... ------ -- ---... ---- --'----------------------------- -"--------------
7. 2009-----....__xxx__.__-.__Xxx------
'------xxx------ --- ---- -------. --- -----------_---- -----....------------__---------...._-------.....--------.......--------..
8. 2010.......------XXX.._..-----xxx.-..........xxx...... ..__ --- --- ---'-'--- .._ ._.- ------ -'-'-------...-_...-------...------- ...-------------
9. 2011.--------XXX...----...xxx_---------max---- --x - -- xx-------- -- - --- ------...._---- ----......10. xxx 2012...------_xXX..---_......XXX.............xXx...... .._xX ------- ""-- -X .......... ---' --.....-'-------........--'--........-.............._...---.xxx
------
11. 2013 XXX XXX XXX XXX xx X XXX xxx xxx
12. Totals
SCHEDULE P-PART 2G-SPECIAL LIABILITY(OCEAN MARINE, AIRCRAFT(ALL PERILS),
BOILER AND MACHINERY
1. Prior...--'.........................................................................._....'-------
2. 2004....-..-----._-..._...----------__.._.---..
3. 2005..............XXX..........................................................
'-............
4. 2006.--------..-XXX-------------xxx--------"-.----------------_-------------------------------------------'----------'---------------- ---------._-------------------------..----------'.__.---'---
5. 2007..........__.XXX.......'-'---XXX......-------xxx........................................................................--------------------.--------------- --------------------...----------------
6. 2008--------------xxx...-- -------XXX......------xxx------ --xxx-- --......- Vxx
--'-- ---' .....--------------._.-'---------------------------------__ ..
7. 2009._........--xxx-----'-'---xxx.-----------xxx------ x--- ---- --"-- --- ---8. 2010...... .......XXX ..........XXX.............XXX ..-- -._ xX----- --... ...... -------------------. -----....._._..---------------.9. 2011.----------XXX_----------xxx--"-----..xXX...... ---- ------ --- ----------------- ------ -------------------------'._10. 2012._.._.......XXX...._ .......XXX.............XXX ....X .... ...... .. -... .......... __..............._................11. 2013 XXX XXX XXX XXX xxx xxx XXX
12. Totals
SCHEDULE P-PART 2H-SECTION 1 -OTHER LIABILITY-OCCURRENCE
1. Prior------.-------------'-------------------------- -----
2004._...................'------....--------------.....------...._...._._...------------.............."----------.............. -----------............----........--' --'------...-...........................------.....___...----........_----..
3. 2005--------------XXX............................-----------.------........------...__.-----.------------- ------------------- .------....--.------ ---------.------_.. .---------------- ----------._-.---.-------.---------.---------------------.---.-
4. 2006.............XXX.............XXX------..-------------------......_........-------_..._-...............----.------..-----------------.._..------......------.-------- ........------.---...----------....---....-----------------------------------.._...
5. 2007.............XXX.............XXX------.......XXX...-_-........_.._...----......-.._----.---_.__.__.-.......-.... .......---_-----------.-----.---._._----.._.---.__-___-.---_..__-__-._._...-_.__._...__.-------------
6. 2008.._..------XXX..--------XXX.__.-----XXX---N
_._.... --------- .-- ------ ----
2
- --. _---------'--'- -'..............-------------..
7. 2009.......-----XXX...--'----.XXX...... -- -------. ..._ ......... --'------....__ . ...._..--------.....8. 2010._------XXX--------xxx- XXX ---
9. 2011.............Xxx.............xxx.._....._....XXX...... .... X ---- ------..._......- --------........ - --------- . -10. 2012----------.XXX.--------..XXX..--------xxx ------- ------ --- --------------- . -------- -11. 2073 XXX XXX XXX XX xxx XXX XXX
12. Totals
SCHEDULE P-PART 2H-SECTION 2-OTHER LIABILITY-CLAIMS-MADE
1. Prior...................8,253 ...........9,941 ..10,458 9,689 __.__..._-9,390 -......_._9,497 -9,603 .........-9.516 ...........9,573 ...........9.520
2. 2004.................8,249 ---------9,025 --------.11,257 ---------2,408 .._..----.8,281 ............8,176 ...........8,253 ----_-..8.074
-----.3,117 ..._--....8.128-----------------11 --------------
3. 2005.............XXX................11,374 .....__.12,635 .........11.575 ......--.11,278----------11.273 _..-...11.357 11.477 .____...11,672 __.._.11.713 ------------41 ..............236
4. 2006...-- MX...................XXX................11,990 .........11.129 ........10,640............9,598 ...........9.&M ----------9,726 -----------9,695 -----------9,759-----------------64 ..-----------33
5. 200T- -------XXX--.-------XXX__ _XXX -----.-._11.265 .-----10.561 .-----.11,691 _.-----11.631 ..._..._12,031 .---.--.12,744 --.---..12,907 ...............163 ..............B76
6. 2008..............XXX.............XXX xxx.............1ocX------------------9.730 .....-'--8,318 ......-8,744 ......---..8,966 ...........9,607 ....--9.734 ......... 127 - .........768
7. 2009.----------xxx...-- xxx-------------xxx-------------xxx-------------xxx -.------2,720 ---.-------8.495 .....---8,053 ---------B,610 -------..7,784 .---_....._(826)---------(269)
8. 2010---------------X)X..............Xxx.............xxx.............xxx..............xxx.............xxx..................8,741 ...........8,758 -........10.905 -----...10.316 .............(589)------------1.558
s. 2011----- ------xxx---- ------XXX-----------xxx----- -------xxx.....------XXX -XXX-------------.XXX--------------7,156 ----------8,339------------7.840..............(499)--------__684
10. 2012...-------xxx---------_xxx._.._.._...XXX----------xxx.........._..xxx----.-.-..xxx--.---------xxx._....--_.xxx__--------------7.749 ----------7.098 .---------(651).......XXX-----
11. 2013 xxx XXX xxx xxx xxx xxx I xxx XXX I XXX 1 8,020 XXX XXX
12.Totals (2.212) 3,944
58
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P-PART 21-SPECIAL PROPERTY(FIRE, ALLIED LINES, INLAND MARINE,
EARTHQUAKE BURGLARY AND THEFT
Years in INCURRED NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END 000 OMITTED DEVELOPMENT
Which Losses 1 2 3 4 56 7 8 9 10 11 12
Were Incurred 2004 2005 2006 2007 2008 2009 2010 1 2011 2012 2013 One Year Two Year
1. Prior XXX- ----XXX--------XXX--- X-.- ---- -----_
2. 2012.....-----XXX------.......XXX............
-XXX...... ..-. -.. ... .....-'--. .--. .. ._. -. ---
.......................
-------------------------------fix-
3. 2013 XXX XXX XXX XX X XXX XXX XXX XXX
4. Totals
SCHEDULE P-PART 2J-AUTO PHYSICAL DAMAGE
1. Prior..............XXX--------.XXX.............XXX......-------xxx......---dNtf!
-.--------------------
.......................----....-----`----------....---............-.....
2. 2012-----------XXX-- XXX _XXXx-- --- -- -----xxx--------....._.__._ - XXx.-.3. 2013 XXX XXX XXX XXX XXX XXX
4.Totals
SCHEDULE P-PART 2K-FIDELITY/SURETY
1. Poor--------------XXX-..-.... XXX..... xxx--------------XXX.............XXX.............XXX.............xxx--------------------20 _..-.-49 ................40............... 0 ------------29
2. 2012----........XXX..............XXX..............XXX--------------XXX-------------XXX------------XXX --'---.XXX----------XXX-----------'-'------0 -------------1 -------------1 .. XXX---
3. 2013 XXX XXX XXX XXX I XXX XXX XXX XXX XXX 16 XXX XXX
4.Totals 1 29
SCHEDULE P-PART 2L-OTHER INCLUDING CREDIT ACCIDENT AND HEALTH
1. Poor......----fix--------fix---------xxx-----------XXX...--.......XXX------------ x-'-- -----xxx - --------------------------------------------------------'
2. 2012------.......XXX.............xxx......-------xxX.-.--. X-.- -...- "---.. X ....... .... ------XXX...... -----.-...........---------------------- ...............XXX......
3. 2013 XXX XXX XXX XXX XXX XXX
4.Totals
SCHEDULE P-PART 2M-INTERNATIONAL
1. Prior.....-......................-------....._...................................................--.............-_...-................-.._ ...........-----..-......_....................-...-..........._..-. ----._.........--------
2. 2004------------------------
3. 2005....-'........XXX------------------------------------------------------------------------ -._..._..---------
4. 2006 XXX---------XXX.---------------
5. 2007------'-----XXX----------.XXX.------------xxx......------------------
--------------------
6. 2008.............XXX..............XXX........-__.-XXX...._. _XXX..-
7. 2009------------ XXX_--__.____- ------XXX --_ X.-
&
._8. 2010.............-XXX...............XXX---.._.......XXX------ .... ...--'--------
9. 2011------.`-.--XXX-..... XXX-----------XXX..._. .---XXX.- ----- ---- .....-..-- -` -'--------------------------------------------------------------.....................
10. 2012.....-------XXX------.......xXX-__-.-_...._xxX-------------xXX......___-xxX..............XXX___-...-._.XXX__...---_-XXX_.._.__--_.---.-_.___---.--.-__ --_-._-------Xxx....--
it. 2013 XXX XXX XXX XXX xxx XXX XXX XxX I XXX XXX XXX
12.Totals
59
ANNUAL STATEMENT FOR THE YEAR 2013 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 2R-Section 1 - Products Liability-Occurrence
NONE
Schedule P- Part 2R-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 (Excluding Excess Workers'Compensation)
NONE
Schedule P- Part 3E-Commercial Multiple Peril
NONE
60,61,62
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P- PART 3F-SECTION 1 -MEDICAL PROFESSIONAL LIABILITY-OCCURRENCE
CUMULATIVE PAID NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END 11 12
0000 ITTEO Numberof Numberot
Years in 1 2 3 4 5 6 7 8 9 10 Claims Claims
Which
Closed Closed
Losses
Were With Without
Loss Loss
Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Payment Payment
1. Prior..............000_.........................
2. 2004------------------------------------------------------------------------------------------------- ----
3. 2005.............XXX.................................................._....................---...................----.. -........._..........----..
4. 2006------...----XXX-----------.XXX..---------- --------- -------
5. 2007.....-----XXX-----.......XXX._..'----..XXX----. ......... ..... ............. ..... ...._... ...... _........-------
6. 2006......----.XXX-----------XXX..-------.XXX .._ X_ -- '---------- -- -- --__ ._-
--- ----------------------------------------------------
7. 2009.--------XXX_----._XXX......----._XXX----. -`X - -- xx.......... .... .... .. .. .....
8. 2010.-...-------XXX...------.XXX---------..XXX...... ....X '--- '---- - ----.... ._... .__ .... ..- -----..---------'-------------..
-----------
9. 2011_..._..---.XXX------'----XXX----------'XXX------`--XXX------.._X ------- ----
10. 2012.--...___.XXX....`.......XXX.------.....XXX_.......---.XXX.............XXX..`-----...XXK---.........XXX......---_xxx........-------'---------...---------.----
---'------
11. 2013 xxx XXX xxx XXX XXX XXX XXX XXX I XXX
SCHEDULE P-PART 3F-SECTION 2-MEDICAL PROFESSIONAL LIABILITY-CLAIMS-MADE
1. Prior...............000........--------............
2. 2004_-- --__-------------------------------------------------_...-..----...._----- -------...---------
3. 2005..............XXX..................................................-_.......................................
4. 2006-`-----------XXX......------XXX-------------------------------------"_----------'---------- '--------------- -------------------------- --------------------------------
5. 2007..............XXX......-------XXX------.......xxx...........................................__._........................ .__.........................._._.......................__._.............._....._.._.. ........_.__..........
6. 2008......---._XXX----'-"-.XXX.............XXXN
----------- --------- --- ------- -7. 2009.---- -----.XXX...---....._xxx..........__xxX.----- -.... ........ ......8. 2010----.......XXX----------..XXx.............XXX ----....._ ..--9. 2011-----------XXXxxX----------..XXX----- ..._ XX..------ --.10. 2012.----.......XXX.............Xxx.............xxx----- ...__.. .--"- - -` .....-'---------...-----------------........-----_...------'--'-`-11. 2013 XXX XXX xxxX XX xXX
SCHEDULE P-PART 313-SPECIAL LIABILITY(OCEAN MARINE, AIRCRAFT(ALL PERILS),
BOILER AND MACHINERY
1. Prior.___.---------000---------------------------------------
---------------------------'---- ------------------- --._.----------- -- ---------------.............................XXX..... -.....xXX......
2. 2004................................._-----------------------------.-_-------------------------------.---------.---------I...-------- .-----.----------....------.---.------------------..-...._....---.---------.-----.-------xxx.......___XXx....._
3. 2005----------XXX---------------------------------------_-------------_------------------_--------------_-------------------------------------------'------------------ ----------.----------._...-----------.------X)O--._...._..xxx
.._..
4. 2006..............XXX..............XXX-----------------------------------_--_--------........_'------..............._---..- _-----------._.....-------_---.---.. .......-_------._.............................XXX.......----_xXx-'--'-
5. 2007------'----XXX...-'------XXX-----------XXX---------------------------------------------------- -------------------------------------.----------------------------------XXK-------._XXX_..---
6. 2008...-------)OCY ---'---XXX----- ....._xXx-----. ...xxx... ...Of
.... ... _..... ----- .... ........................I.........----.......xxx-------.....XxX7. 2009........----XXX.............XXX..-----------XXX----- X --- --. ----- ----------------------------------------XXX-----------xxx.-_-
8. 2010.............xxX...--.._....XXX......----..XXXX..- --. ---- ----- ----- -.. .------------------.. -I------ xXx------------Xxx9. 2011...--.......XXX-------.....XXX----..._._XXX "-.-- �--- ------.....------.. _._... ----------------------Xxx------------xxx10. 2012----------XXX-----------XXX----------XXX...... .... --- -------- ---- ......XXX.--'-----------------'--------- ------XXX-------------xxX11. 2013 XXX XXX xxX XXX X xXx XXX xxx
SCHEDULE?-PART 3H-SECTION 1 -OTHER LIABILITY-OCCURRENCE
1. Prior--------------000..-----------------._
2. 2004.........._....................----------........----------._----....--------.......----------........----------.........---------------_-------_..._.. ---------_ -----------------------------------
3. 2005-------------XXX----- ---------._--`---'-_.
4. 2006.............XXX..........._XXX.......................................................... ._.........._..__.._......._._....._...... ............._................_.............__._.................__..__.............
5. 2007.---------XXX------------XXX-----......_xxx---- ------............. - -----------------------------------------------_`-------�---��---�------�-----
6. 2008......-------XXX..............XXX......-------XXX.---- -XXX-- -----...... ............ ... ......... ...... -'-"-------.........._.._........._...-'---...........----
7. 2009..---.......XXX...-........XXX---..._....XXK...... X.-- -- -----. _... __..... ..--- '------------- -------------
8. 2010-------__.XXX.._---.....XXX
----- X---- -- X-- -. X...._...... .... ._... ...._ ...-------.....__.---..........
9. 2011.-`-.......XXX.............XXX..............XXX...... .---X .. .... XX.-`- --`----------'--
10. 2012-----_._._XXX..........__XXX------ ------XXX._.-.- .._ ---_. ._.__ _ ._-..._. .___ ..__..............__...._......
1t. 2013 XXX xxx xXx XXX X XX XXx
SCHEDULE P-PART 3H-SECTION 2-OTHER LIABILITY-CLAIMS-MADE
1. Prior------.--.._000-------------------3.474 ----------6,268 .-------7.916 -----.._...8.692 --------9,034 9.290 __
....-.---9.455 -----------9,504------------9,443 .----------3.934 ------------------
2. 2004.............---�1 ........... --------...4.005 --..5.689 _ ......6.716 -------...7.450 .........7.863 ..........7.999 ........... .......---.8,082.................99................174
3. 20D5.-------------XxX--------------------925 ------------4,055 --------.6.762 -----------8,653 -------...9.718 .------10.193 ------_10,725 ------_10,928 __-----11.230 _--.___--_-94 -----------
4. 2006.--------.XXX-.---------XXX....................b31 ...........3.243 ---------5.620............7,144 .....----.8.136 ...........8,558 ..........9,151 ............9.361 .---........--98 ----......----230
5. 2007.--_.......XXX--------------XXX-------------XXX----------.......881 ---------3,769 ----------6,987 ------....8.703 .------10.256 .------._11.570 -----12.037 .-------.-_..96 _.----------248
6. 2008.-------------XXX--------------XXX---- -------xxX..._.... xxK-....-----------..927 ---------- ... --4,270 ---------5.675 ---------7,958 8.325 ..............69 ..............241
7. 2009.__.........XXX.............XXX..............XXX_._.-----xxx-------------xxx--------------------819 ..........2.922 ----------4,601 ---------6.234 .-------.6.830 ---------------69 _-------------191
8. 2010.---------XXX---------XXX-----------XXX----------XXX-----------XXX----------XXX-------------.802 -------.3.644 .........-6.358 -----.._8445 ---------------6 ....------.._173
9. 2011.._.. ...._.XXX.............XXX._..........XXX.----.......XXX----.........XXX---.._.......XxX.............XXX........_..---------407 ---------2.773 ....----..5,269 .---------..51 -------------.158
10. 2012 - _XXX......-----xxx. --xxx----- ------XXX-- - .xxx -'---XXX xxx -----XXX----- ---- ..-568 1.967 ------------30154
11. 2013 XXX XXX xxX kXX xXX xxY. ;J;x X!fX 728 it 62
63
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P-PART 31-SPECIAL PROPERTY(FIRE,ALLIED LINES, INLAND MARINE,
EARTHQUAKE BURGLARY AND THEFT
CUMULATIVE PAID NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSES REPORTED AT YEAR END
Year 000 OMITTED 7 7 12
Whchn 1 2 3 4 5 6 7 8 9 10 Numberof Number of
Losses Glaims Claims
Were Closed Closed
With Without
Incun'ed 2004 2005 2006 7 008 Loss Loss
2 2011 2012 2013 Pa ment Pa lent
1. Prior..............xxx.._.-.......XXX.........-.-_XXX----
-` - -�-- X......`-. -----000---------------_---_....-------------
..----------
XXX__-._..._xxx......
2. 2012.._-....-..XXX.............XXX.-.- xXX...... ...XXX.. -......
.... ..........................................._.......XXX.......--....XXX......
3. 2013 XXX xxx XXX XXX xxx
xxx XXX XXX XXX xxx XXX
SCHEDULE P-PART 3J-AUTO PHYSICAL DAMAGE
t.
Prior-.----- xxx ----X --- xxx----------XXX------
-------x -----
XX - -
2.
072.-----....XXX.............XXX-----
3. 2013 ------------
XXX XXX
xxx �
XXX
SCHEDULE P-PART 3K- FIDELITY/SURETY
7. Prior..... ----..XXX---...--...-XXX-"- �-----.......xxx._--------xxx-------.XXX.-----_...XXX.
----------000.....--- -------40 ---..40:),Xxl
-- xXX-.....
2. 2012---'---...XXX.............xxx.........._.xxx.............xxx.............xxx.............xxx-..........XXX...........--XxX`---- —0 _'-------------0 ----.XXX---`-
3. 2013 XxX XXX XXX XXX xxx XXX XXXXXXXXX 4XXX
SCHEDULE P-PART 3L-OTHER INCLUDING CREDIT ACCIDENT AND HEALTH
1. Prior..............XXX..-----------
xXX-.-..........xxx
-- .xxX---
'---...-- -'-- -----xXx___ ----XX-X.
2. 2012.......-_..XXX.---'-'-....)OD,-...-----XXX...-- .- X... -.. X..........
.. ..... .... ......XXX......-...................._---...----'------'...XXX............-XXX......
3. 2073 xxx xxx xxx x
xxx xxx XXX XXx
SCHEDULE P-PART 3M-INTERNATIONAL
1. Prior...-..--'----.A00...---------------.--.--.
2. 2004.-----.
----------------------------------------- ---------------
-- ----------------------
'---------------.....xxx...`-'--- X----
3. 2005-....-....-.XXX.-------...------'---.... .
...----- --
5. 2007..... XXX.. .......---------- ------------
---------------------
-- --�
7. 2009-------X�--- - ---- -- ------_--XXX---
6. 200&..._-......XXX..__.......XXX .__-XXX_.... .XXX...
------------ ............ ..._...XXX._..........xxx
6. 2010 ......
.. .............
------x�------'----X�----- -- �------
- --- -- ---- -----------------------------
-. .... -�.... ----ma
-- x
9. 2011......_.
----- --....--------XXX----......_.XXX.............XXX...... ._ xx......--'
...... .. ...... ..................._--------------------------.--...._...._........XXX------....._XXX....
.--.XXX.---_.......XXX.............XXX._._ -_XXX_ .......
---XX ........... .... .-................................._................xxx...........-.XXK......
10. 2012.............xxx------------xxx.............XXX..---------xxx.--.....------Xxx......
11. 2013 XXX xxx xxx xxx xxx XXX xxX xxx XXX
XXX I XXX
64
ANNUAL STATEMENT FOR THE YEAR 2013 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 3R-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 413- Private Passenger Auto Liability/Medical
NONE
Schedule P- Part 4C-Commercial Auto/Truck Liability/Medical
NONE
Schedule P-Part 4D-Workers'Compensation (Excluding Excess Workers'Compensation)
NONE
Schedule P- Part 4E-Commercial Multiple Peril
NONE
65,66,67
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P-PART 4F-SECTION 1 -MEDICAL PROFESSIONAL LIABILITY-OCCURRENCE
BULK AND IBNR RESERVES ON NET LOSSES AND DEFENSE AND COST CONTAINMENT EXPENSESREPORTNO 000 OMITTED
Years in 1 2 3 4 5 6 7 8 9 10ED AT YEAR E
Which
Losses
Were
Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
1. Prior---.....................................'............................................................................................................................................................-----._---------._------------_.---------------------_......
2. 2004___.------.___---------------
3. 2005................XXX..........................................................
........`---..........."'---'-----..__..." ---..._........_-'--........._.............-----.........--------...._------........_.-----.......
4. 2006-'--"---------XXX------------------XXX-------`------------ _..-- ....- -'---.__- .___--.. q
5. 2007...............XXX._........_.__....XXX ._....... ...._ ............. .._. ......................6. 2008...............XXX--------.. XXX_.....-----_... .... ..... X ---------"---- --. .7. 2009--------------xxX-------------..XXX------'--------- ......_ _ X ..------------. X --8. 2010...............XXX_..__......._.....XXX............_..._. ....___..._ ..... X.. ....._.
9. 2011-----. xxx-----'------ --------------Xxx----------------.Xxx-------------xxx------------_.XXX.------'.---...�-----------------.__.._..----
10. 2012......-----XXX..................XXX..................XXX...................XXX..................XXX...................XXx..................XxX------------------XXX----------------_------------.............................
11. 2013 XXX XXX XXX I XXX I XXX I XXX XXX XXX XXX
SCHEDULE P-PART 4F-SECTION 2-MEDICAL PROFESSIONAL LIABILITY-CLAIMS-MADE
t. Prior----- -_-------_--------------......................
2. 2004---------------------
3. 2005......---------XXX-----------------------'-_---------------_-----__...
4. 2006---------------XXX----_-------xxX-------- --------------------- ---------------------------'_--------------------_----------------------------- ------.._...-------------.....-----------
5. 2007...............XXX------------------XXX...................XXX.........-_-----_-.
6. 2008......---------XXX---------_..____.XXX.................. _...._..._
_ __.............- - .. XX XX-..........
N.-
--------
_.-
. . . _.__.__._._.__-...-....7. 2009---......__XXX------------._XXX - ..... X8. 2010 _ XXX ---Xxx- ------ .... .....-XXX------...---' ---'
10. 20XXXX......---......... _...... ...... ....----------..... ------------
9. 2071 - -'.XXX - XX X ---------
xxx
11. 201 ....... X
SCHEDULE P-PART 4G-SPECIAL LIABILITY(OCEAN MARINE,AIRCRAFT(ALL PERILS),
BOILER AND MACHINERY
t. Prior....-.............................---------'--.__---
2. 2004...--........-.............................................
3. 2005--------------XXX------ ----------- --'----_----------
2006................XXX..................XXX..........
5. 2007-------'--'--XXX__.._-------xxx----------_..._XXX-------- -----------'--------.----
6. 2008...............XXX__.._.____........XXX_.....__ _....__.. ...... ..... XXX__.
7. 2009-......-------XXX-----'----....XXX-...... ......... ------ x
_.._._..._. XN
8. 2010.-----_....XXX..-"'-----------XXX........ ----.... .... ..... X X9. 2011...............XXX---------------.XXX_----- --`---. ...--" - -..... _......- .. XXX_.10. 2012-"--'-----XXX..........."--XX)X< ------..__--- ----------- ------ -"--------------XXX.........------------.......----. ----------------11. 2013 XXX XXX XXX XXX XXX XXX
SCHEDULE P-PART 4H-SECTION 1 -OTHER LIABILITY-OCCURRENCE
1. Prior....... ------- __------.._. ...........................--------........_..----------------.........._..
2. 2004-------..__.._------------------------- .
3. 2005--------------- ---------.._.._....----
4. 200&...............XXX-................XXX---------------..--_---
5. 2007----------_XXX-----------------XXX....._- ---------XXX.------- ----------------------------------------------------------------------- ---------------------- ---------------- -----------------------
6. 2008-------------_XXX................-xxx.........
--.............X .._....'--- XXX._. ......_... ..-------- ...... ---------.............................__.........__---...........-----.............
7. 2009-..----------xxx--------...__XXX--------------' __--- x ------------ ...----- ----- --'------------------`-------.....--------------'-----------------------------
8. 2010......_...._XXX-----------------XXX.._..----------- ---- ..... X ---------------- x- ... ._..
9. 2011...............XXX.........--------.XXX_._...- ----._... .._..__. .. X ............_..._ ....... .. ._.........XXX.......... ......._..._............_..__.............._.._..._..
10. 2072.-----------XXX-.-.._--------X ---------..... .--------- ---- -----` - ------------.XXX----------_-----_---_--------------------------
it. 2013 XXX XXX XXX XXX X XXX XXX
SCHEDULE P PART 4H-SECTION 2-OTHER LIABILITY-CLAIMS-MADE
I- Prior 3.670 -------------2467 ---1.552 . 201 ---------------------17 _-----------------D -
----------- -----......._...486 --------------. ................._100 .........----------3 --------......_...4
2. 2004......................4,211 ................2.866 ---------------974 ...................732 ----------------426 ....222 ------------------170 ........'--...9 ...._17
3. 2005------------XXX.------- ------------5.379 _-- -3,383 ------------2.010 _-----------1,185 ------------__.503 -------------------373 -------------------139
4. 2006- XXX..................XXX----.. ..............5,411 _-------------3.279 ...............2.015 -------------1,020 ..................558 -----..............336 --------------...._16 .._..........' 47
5. 2007--------------XXX-------- --------Xxx ---_XXX _ -------------.5.313 - 3,206 ----2.330 -----------.1,173 _551 224 ----------......252
6. 2006....... XXX..................XXX_................xxx...................XXX........................5.038 ................2,993 ....."'---....1.737 ...............1.268 ..................390
-------------364
7. 2009--------------XXX-''-'--------xxx-................XXX...................xxx-------- .........XXX-------- ------------4.403 3,413 . 1.755 -------------_1,242 -----------------517
8. 2010--------'.-XXX----------------xxx-----------------xxx-------------------XXX.-'__ -----Xxx-------------------XXX._....._---------------4.070 .----------.2,817 ...............1,751 940
9. 2011 xxX............' xxx----------_._Xxx...-''..........xxx-- .........XXX------- ------XxX.._......_.......xxx. ............3.696 ...............2.999 -------------1.386
10. 2012.... --------XXX----------"-XXX-------- --------XXX_------------XXX--------------xxX---------.XXX----------..XXX_-----------...XXX----------------4.087 ----.-'--2.613
11. 2013 XxX XXX XXX XXX XXX XXX XXX XXX XXX 4,640
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
Schedule P- Part 41 -Special Property
NONE
Schedule P-Part 41-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
N 0 IV E
ANNUAL STATEMENT FOR THE YEAR 2013 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 513-Workers'Compensation (Excluding Excess Workers'Compensation)-Section 1
NONE
Schedule P-Part 513-Workers'Compensation (Excluding Excess Workers'Compensation)-Section 2
NONE
Schedule P-Part 5D-Workers'Compensation (Excluding Excess 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 Professional Liability-Occurrence-Section 1A
N 0 N E
7P 71 7d 7r, 7R 77
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
Schedule P- Part 5F-Medical Professional Liability-Occurrence-Section 2A
NONE
Schedule P-Part 5F- Medical Professional Liability-Occurrence-Section 3A
NONE
Schedule P- Part 5F- Medical Professional Liability-Claims-Made-Section 1 B
NONE
Schedule P- Part 5F- Medical Professional Liability-Claims-Made- Section 26
NONE
Schedule P- Part 5F- Medical Professional Liability-Claims-Made-Section 3B
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
77,78.79
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P-PART 5H-OTHER LIABILITY-CLAIMS-MADE
SECTION 1 B
Years in CUMULATIVE NUMBER OF CLAIMS CLOSED WITH LOSS PAYMENT DIRECT AND ASSUMED AT YEAR END
Years in Which 1
Premiums 2 3 4 5 6 7 8 9 10
Were Earned
and Losses
Were Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
1. Prior..-------------------691 -----------------666 -----------------659 ------656 ---------------651 -.. 651
-------- .---------------.649 _.----�-1 ------�---------1
------------------
2. 2004...... .....-...... ....17 ...----- .....50 .. ...............61 ...---77 ... ...............85 --------------......91 .......... .......94 96
99
3. 2005----- ---------XXX-------- ---------------.-.20 ----43 -----------------B8 --.77 ...--.......-.......84 ........----........92
4. 2006.....-------)(X)C-------.........XXX_...... ...........-......21 ---45 69 ---------- 82 -----------------90 94
5. 2007-------------.XXX.......... ....Xxx...... --..xxx-------------------------9 -......... ....65 .....71 ------.-------------79
6. 2008..----------XXX--------------XXX-----------.XXX---------------xxx----------------------------10 - ----28 -----_----------52 --------------69
7. 2009...............XXX..................xxx..................xxx-----------------XX(-....... ......XXX----------.............---...8 ------------....29 -.-------48 ... ------------56
8. 2010 - ---)(XX------ --------xxx----------------.xxX xxx--------.--------.XXX............---.XXX.-...... -.12 ....--------..--40 --------------------56
9. 2011--------------XXX-..-..----------xxx-----..........xxx------------------xxx----------------xxx-------------.xxx------------..XXX-------------------- __ 32 ----------------51
10. 2012......_..--XXX-----------------xxx----------------xxx..................XXX--------..........xxx..................XxX......'-..........XXX---.......---....xxx.........................-...11 ..-.....-----.......30
11. 2013 xxx XXX xxx XXX XXX xxx XXX XXX XXX 11
SECTION 213
Years in NUMBER OF CLAIMSOUTSTAND AT YEAR END
Years in Which 1 2 3 4 5 6DING DIRECTAND ASSUME7 8 9 10
Premiums
Were Earned
and Losses
Were Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
1. Prior---------------------158 ------------108 .......----..._66 ------------------35 ---------....------20 '-159 7 .-.........-......---.5 5
2.
- 2004----.. .--_------------166 .--------_----86 ----------------� ---------------------33 ------------- 20 -------------------12 ----------
B 3 -_.2 .. 2
3.
2005........_-..XXX......... -........---..201 .......------.106 ......................49
4. 2006. --------xxx-------------XXX------- ----------------224 ------------_-111 ---------_------61 ------_---------..33 24 .----------- -19 ------------------12
5. 2007...............XXX..................xxx------------------xxx..................-- ..215 ----- ...._...91 ......------_-----54 --------------------40 ---.27 ------------------22 ---------------...7
------------
6. 2008---- -------X(X..................xxx..... -----XXX..------ -------XXX.........................203 .......95 ------------------51 ------------.39
7. 2009......- ._)XX.........----xxx------------------xxx--------- --------xxx-----------------Yxx----------------------------157 .-.-66 --------------------A ---------------------36 -11
-----------
8. 2010...............M..................xxx..................XXX...................xxx.......-...._..XXX..... ........xxx..-.......................171 ---------.-..-------72 .....................46 ...24
9. 2011 - XxX----- --XXX XXX ---------�---------------x� --- xxx ._....-...-�- ------------156 --73 35
72
10. 20 i 2..... .........XXX..-`----.....--- X----.....`----XXX.---.....--"..XXX_......-----_XXX.."---'----......XXX.....-------.....XXX--------....----XXX.-......-----..-------
1n - - 35
11. 2013 XXX XXX XXX xxx xxx xxx xxx XXX xxX 143
SECTION 313
Years in CUMULATIVE NUMBER OF CLAIMS REPORTED DIRECT AND ASSUMED AT YEAR END
Years in Which 1 2 3 4 5 6 7 8 9 10
Premiums
Were Earned
and Losses
Were Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
1. Prior.....................2.568 '--'---.`2,550 --......----2.542 ......-'-----.2,543 ...............2.543 -.. -2.544 ..2,539 2 .............-......(1) ...... ..._._1
2. 2004------------------240 --------------268 ----------------271 .----------------275 ----------_-----275 ---276 -----274 ------------------- ------------..-275 ----------------.275
3. 2005..--...-------XXX........ .................314 ............-----344 ------------- 353 ----------------.354 .............--....362 ----358
.......---..._.357 358.......--- --- -------._358
4. 2006..... XXX XXX---------------_------....302 -----------------324 -. ...---...........336 ....---...........335 ....--------_---_335 336 --------_--_----336
5. 2007--'.----XXX----------------xxx . ..........xxx-------------------------.310 __ _.-.334 --------------------351 -.346 ---------------347 ------------------350 ---------351
6. 200&---- ---------X>(X..................xxx................_XXX------------------xxX---'--------......--...302 ..........-----...323 ....321 ..................324 ...................326 ......---....._327
7. 2009-----------XXX-------------xxx------------xxx-----------------xxx-----------------xxx-------------------.-229 --------------..-244 ------264 -----------------268 271
8. 2010...............XXX xxx..................xxx...................xxx..................YXX...................xxx.............................236 ---.....----.....254 ...262 ...----.......265
9. 2011..-- --------XXX-----------------XXX ------xxx-----------------xxx XXX- ........._xxx----------------xxx......... -- .....-.225 -' .........-243 .... ----.......244
10. 201 ----------------YXX------------------X)(X.........-------.xxx.....---- xxx------------------xxx------------------XXx--------------..xxx------ -----XXX---------------------250 --------------256
11. 2013 XXX xxx xxx xxx xxx xxx xxx xxx XXX 216
80
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com an
Schedule P- Part 5R- Products Liability-Occurrence -Section 1 A
NONE
Schedule P-Part 519- 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 213
NONE
Schedule P-Part 5R- Products Liability-Claims-Made -Section 313
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(Excluding Excess Workers'Compensation)-Section 1
NONE
Schedule P-Part 6D-Workers'Compensation (Excluding Excess Workers'Compensation)-Section 2
NONE
Schedule P- Part 6E -Commercial Multiple Peril- Section 1
NONE
81,82,83,84,85
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com an
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
85
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P-PART 6H-OTHER LIABILITY-CLAIMS-MADE
SECTION 1 B
Years in Which CUMULATIVE PREMIUMS EARNED DIRECT AND ASSUMED AT YEAR END(5000 OMITTED
Promiums t 2 3 4 11
Were Earned 5 6 7 8 9 10 Current
and Losses Year
Were Incurred 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 PEarned s
t. 'or--------------- -.----..._6.415
...................47 --- ,547 ' -.....-..._0 0
2. 200a.......................-- 428 --...18,547 ......-...18,547 -..................
18,547 ..........18,547 --......_18,547 ......._18,547 ----------18,547 ....-----18.547 -------18.547 ------------._..
3. 2005--_----_----------_xXX.-----_----_10.684 -------.20.632 ._--_.20,632 ----.._20:632 -------20,632 .._.__20.632 .--------20,632 ------.-20.632 -----..._20,632
a. 2006-----.................XXX----...-......XXx.._..............12,426 ------...25.003 -----._25,003 ......---25,003 -........25.003 ----....15.003 .........25,003 -........25.003
5. 2002--....- ............XXX..-' XXX....----._XXX.................10,850
21,876 -.... 21,876 ......-_21,876 ......-.21,6766. .....-._21,876 ......_21,876
-----------------
2008- XXX- - -----x XXX. 10.843 --20,462 . 20462 . .-._20 462 ._... 20,462 ....20.462 .....................
7. 2009-... xxX..........--.XXX..............XXX..............xxX....--....._.xxX............_....9,473 ----------18.297 .....--...18,297 ....-_...18,297 --.--.....18,297
8.
2010...................... XXX... XXX.- XXX ._.....XXX.-------..XXX...... .......XXX 6.658 . 16.783 16.783 16.783 ---------------------
2011 ------- .XXX ... -.XXX..............XXX - XXX. XXX..... -'XXX.......-......XXX ..............,383 -.... 18,331 ----......16,331
10.
2012-- XXX.. -XXX -
.......XXx..............XXX......
......XXX.. - .XXX. .........
JOCX..............XXX-----... 9.153 .... .17.487 _.6,334
11. 2013-_---------........XXX XXX- xxx -X -----------XXX----- -----XXX-----------xxX ........_XXX-----------XXX---' -..9,002 9,002
12. Totals --' - .XXX... XXX- xXX - ..XXX_-------..XXX...._. ......."X--------------XXX... .......XXX...- -.......XXX ... ..XXX.... ........17.336
Premium
13. Earned s
S,h P-PI.1 17,843 19,803 22,374 23,427 21,869 19,092 17,482 16,508 17,101 17,336 XXX
SECTION 2B
Years in Which CUMULATIVE PREMIUMS EARNED CEDED AT YEAR END 000 OMITTEDT2013Earned
Premiums 1
Were Earned 2 3 4 5 6 7 8 9 t
and Losses
s
Were Incurred 2004 2005 2006 2007 2006 2009 2010 2011 2012 t. Prior 6.015 -----_----..0 ...................0 ...--..........2. 2ooa.... ......-----.._..4,151 .-..-......7,462 _ --.7,462 ....__...7.462 .-7.462 7.462 -..--'-1,462 .---........7.462 ----- 7.462 -
3. 2005-------------- ----.XXX...-------------4,851 ---------6,636 --...8.636 ---------6.636 --------.6,636 .. ..._.B,636 -----------8,M -' 8.636
a. 2006.................. .......XXX..-.-.........XXX..--............._5,431 ..........10.951 .._......10,951 ..._....10,951 10.951 ..........10,951 ..........10,951 ----------10,951 -.---..-...-.--_--_..
.._.
2007----------------'---..XXX----------- ---_.-------X.-----------------3.928 ----------1:965 ------.-.7,965 ---------1,965 ---------7.965
-------7.965 ---....---.7.965
----------------
6. 008 - XXX - ..........XXX.----...._XXX...... ............4,610 ----------1,917 ...........7,917 ...........7,917 ---........7.917 --------7,917 ....................
7. 2009-..---......... ....XXX... XXX- .-.._..-XXX..............XXX.----- -------XXX...... -----------3,963 ............7.703 ........---7.703 -----------3,703 -------..7,703
8.
2010--------------- XXX XXX - X - -XXX. - ..XXX-' -XXX-.....------------2.903 .- -5.664 - 5.684 ------------.684
9.
2012-_-------------XXX--------------XXX - .......----..XXX..--' .......XXX...... ---.XXX-- .......XXX------. ---------3,626 -'----..8,412 B.412
.....................
948
10. 12--....-----......-..XXX-..-- .....XXX..............XXX.......-.._..XXX...... .....XXX..-----.XXX.......---�----- -----�X ------------3,991 - -6.939 -------2.948
1. 2013---------------.XXX---------XXX----------�------------�-----------� - xxx .........-XXX- - XXX....--------XXX 9 ----- 3.842 .. -.3,642
12. Totals-----------.......XXX -.... XXX--------------xxx..............XXX.......----...XXX --------..XXX _ - ....... _
..... ......Xxx------ .....XXX---- ....._XXX .--..XXX......_..._...B,790
13. Earned
Premiums
Sch P-Pt.1 7,166 8,162 9,216 9,448 8,647 7,270 6,643 6,401 6,777 6,790 XXX
SCHEDULE P-PART 6M-INTERNATIONAL
SECTION 1
Years in Which CUMULATIVE PREMIUMS EARNED DIRECT AND ASSUMED AT YEAR END 5000 OMITTED 11
Premiums 1 2 3 4 5
Were Earned 6 7 8 9 10 Current
andLosses Year
"'c'.Incurred 2004 2005 2006 2007 2008Ps
2009 2010 201f 2012 2013 Earned
1. Prior------------ ---------------------------
2.
2004......--------
..........................................................._.---- ....---.....---...._..-........3. 2005-.....-----....-----.XXX......----`------....---............._.-----....----...._.._---..
4. 2006...-._---------_.--_..XXX_.__.-..._XXX-.--......_.............._
5. 2007
..................-------XXX.......--.....XXX.............. ------------..-............-. _.-...................
............................_.-..........................................................................................
6.
006-------------------------XXX-...........-.XXX......-......- .........
7. 2009.------------------X ----'---.....XXX------------ ------....X ._. - _
8. 2010 ...........---....XXX....._---_...XXX_--.-.._...- X..
9.
..__..-.--. -......_..
-.-_ - .................... ..... ...... X
2011............. X-----_..... XXX2012-_.-..-_.._-.--------XXX .. _
10.
....... .XXX..............XXX.............._........._..............._.............................
11. 2013........................XXX......-......XXX..----- ....--- .._---------- XX.--.... --------------XXX............_XXX..................._.------------.-_------..----
12. Totals.----- -----------X ----------XXX_.---------xxX------ -----XXX--------------xxx-------------xxx-------------Yyx--'---------Xxx-------------Xxx--------------xxx----------------------------
13. EarnedPremiums
Sch P-Pt.1
XXX
SECTION 2
Years in Which CUMULATIVE PREMIUMS EARNED CEDED AT YEAR END 000 OMITTED 11
Premiums 1 2 3 4 5 6 7 8 9 10 Current
Were Earned
and Losses Year
Were Incurred 2004 2005 2006 2007 2008 20092010 2011 2012 2013 PEarneds
t. Prior------'----- --------------
2.
2004_---....-_-----......_--......-_.-...--.----...---.--._'------.................�-
3.
2005........................XXX.............----------------...............
----- ------......--- --- --'----------------------------------------------
5.
007- -----XXX....... _XXX
4. 2006...._..._--..-._..._-.XXX..-__-------XXX-._.--___--------------
..
.-.-.-..._..-_.....-_........-- --_........... _._
6.
2008----_------------
............. ..
. - -- ....- .............. .......-..- .........-....
----XxX-----------xxx----------- ----
7. 2009..._..-------------.XXX----.......�X.......----- ----------x ---
6. 2010.........................XXX.......---....XXX-----....... X.. .... .------..-.. ----- X
.... ........'---------.............................._.----"`
9. 2011----------------------x ---------XXX---------- -----......
---- - ---- .-.- ..---E
------------------- -----------------------
10. 2012..-------- ---- X---------XXX---.-......- .......XXX.......-
11. 2013........................XXX-------------..XXX.........--... X..........--.. XX.....-- .. _...-........XX .._.--XXX-_....-------XXX-..___-__--..-...-.........--
12. Totals------- ---.XXX------xXX--------XXX------------XXX---------------X ----------XXX------- ---
-- X ---- ------
- - x ----------. ------------- ----
13. Earned
Premiums
Sch P-Pt.i
XXX
86
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com an
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 6R - Products Liability-Occurrence- Section 1 A
NONE
Schedule P- Part 6R- Products Liability-Occurrence-Section 2A
NONE
Schedule P-Part 6R- Products Liability-Claims-Made-Section 1 B
NONE
Schedule P-Part 6R- 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
87,88,89,90,91
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Com an
Schedule P- Part 76 -Section 2- Reinsurance Loss Sensitive Contracts
NONE
Schedule P- Part 7B-Section 3-Reinsurance Loss Sensitive Contracts
NONE
Schedule P- Part 76 -Section 4- Reinsurance Loss Sensitive Contracts
NONE
Schedule P - Part 713-Section 5- Reinsurance Loss Sensitive Contracts
NONE
Schedule P- Part 76-Section 6- Reinsurance Loss Sensitive Contracts
NONE
Schedule P- Part 7B-Section 7- Reinsurance Loss Sensitive Contracts
NONE
91,92
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE P INTERROGATORIES
1. The following questions relate to yet-to-be-issued 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 Liability Claims Made insurance policies that provide tail(also known as an extended reporting
endorsement,or"ERE")benefits in the event of Death,Disability,or Retirement(DDR)at a reduced charge or at no additional cost?.-.._-------.-
If the answer to question 1.1 is*no%leave the following questions blank. If the answer to uestion 1.1 is `t Yes( ] No[ X]
questions: q °yes please answer the lollowing
1.2 What is the total amount of the reserve for that provision(DDR Reserve),as reported,explicitly or not,elsewhere in this statement(in
dollars)?..-----'...............---.............
-....----...
1.3 Does the company report any DDR reserve as Uneamed Premium Reserve per SSAP#65?
.. ......................... ................... Yes( ] No[ 1
1.4 Does the company report any DDR reserve as loss or loss adjustment expense reserve?....................................................
-.....---'--------------- Yes( 1 No[ I
1.5 If the company reports DDR reserve as Uncamcd Premium Reserve,does that amount match the figure on the underwriting and
Investment Exhibit.Part 1A-Recapitulation of all Premiums(Page 7)Column 2,Lines 11.1 plus 11.2?............................................... [ ] No[ ] N/A[ j
_..__........--.Yes
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 Professi3nal Liability
Column 24:Total Net Losses and Ex enses Un aid
Years in Which Premiums Were Earned and Losses Were Incurred t 2
P1.601Pdor...-.._.._..__. Section t:Occurrence Section 2:Claims-Made
----.....----------'------------`--- ---------"---------------...._....--
1,605
2007....................-`----...------"-
` — -
6 2008......._....._......_._............._........ ._._-__..__._......._-__-_
.607 2009----.._................. -._._........................................... -
...-----.._-----'----_...._...---....------- --------- ---'----
. OB 2010-------------------
1.609 2011.............__...... -'---._.---........_......-----...-----...`-.-
1.610
2012..____._. .............__. ---------------------------
---------------_--------------------
------
1.611 2013---------------..........._._..._ ------...
L612Totals ..................................................- --------------------------------------------
0 g
2. The definition of allocated loss adjustment expenses(ALAE)and,therefore,unallocated loss adjustment expenses(ULAE)was changed
effective January 1,1998.This change in definitionapplies 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 statement?............................ Yes[X] No I I
3. The Adjusting and Other expense payments and reserves should be allocated to the years in which the lasses were incurred based on the
number of claims reported,closed and outstanding in those years. When allocating Adjusting and Other expense between companies in a
group or a pool,the Adjusting and Other expense should be allocated in the same percentage used for the loss amounts and the claim
counts.For reinsurers,Adjusting and Other expense assumed should be reportetl according to tho reinsurance contract.For Adjusting and
Other expense incurred by reinsurers,or in those situations where suit claim count information is not available,Adjusting and Other
expense should to allocated by a reasonable method determined by the ..... ------- Yes f X] No 1 1
4. Do any lines in Schedule P include reserves that are reported gross of any discount to present value of future payments.and that are reported
net of such discounts on Page 10?...-------
..---...................-------------------------------------------------------------------------------------.......................................-'------------ Yes[ 1 No(X [
II yes,proper disclosure must be made in the Notes to Financial Statements,as specified in the Instructions.Also,the discounts mus;be
reported in Schedule P-Part 1,Columns 32 and 33.Schedule P must be completed gross of non-tabular discounting. Work papers
relating to discount calculations must be available for examina[on upon request.
Discounting is allowed only if expressly permitted by the state insurance department to which this Annual Statement is
being filed.
5. What were the net premiums in force at the end of the year for:
(in thousands of dollars)
5.7 Fidelity.--------------------------
5.2 Surely--------------------------------------------------........------.---.------.--------------368
6. Claim count information is reported per claim or per claimant(Indcate which).--------------------------_-------------------------
......_.............._......Per clai
- If not the same in all years,explain in Interrogatory 7. _--------
7.1 The information provided in Schedule P will be used by many persons to estimate the adequacy of the current loss and expense reserves,
among other things.Are there any especially significant events,•coverage,retention or accounting changes that have occurred that must be
considered when making such analyses?----------------------------- - __ _- -
----------------..- ------------------------- j
......................_......_...-----------------...-----------.....--- Yes[ 1 No(X
7.2 (An extended statement may be attached.)
93
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE T - EXHIBIT OF PREMIUMS WRITTEN
Allocated b States and Territories
7 Gross Premiums.Including 4 5 6 7 g
Policy and Membership Fees, 9
Less Return Premiums and Direct
Premiums on Policies Not Dividends Premiums
Taken Paid or Direct Written for
2 3 Finance and Federal
Credited to Losses Service Purchasing
Direct Direct Policyholders Paid Direct Direct Charges Not Groups
Active Premiums Premiums on Direct (Deducting Losses Losses Included in (Included in
States Etc. Status Written Earned Business Salvage) Incurred Unpaid Premiums Column2
1. Alabama.--------------......AL ..........L...--......................0 ---....----.......24 ..------'---.... ---0
0 -----------------° 0
--------...200 . ----0 ---------------0
3. Arizona...------........-----.. - -° ------------------- '---.....--------
AZ ----.._.L.......------------------200 .................200 ...- -....0 ......................0 -------------------0 ....0
4.
Arkansas........................AR ......._.1.....__..--------------------0 --�----.....----7 ...---.....---- -...------........ ....._.............
---.--- ------0 -----------------0 ------------- -0 -------------......0
5. California_....._..._...._. ...................._.. _..___-_._----
_...6. .
---OA ---'----L.-------------------8,184 -----------7,705 ------------------0 ------- --0 ---..----------...0 ...0
Colorado Connecticut
_..._.CT -......L.....------ 132)......................0 ....._.-- .....0
7. Connecticut.--------------OT ..........--- � ---------.---------
-
8.
Delaware_.----------._.---DE ------.L.------ ---.----------- --------------- ---------....----- -..
- -- ...° - - ... -° ---° ....._..... 0 ......................0
9. District of Columbia DO ---.._--------------0 -.....------------- ----........__......
L...... ............-------...0 ........._......
0 .-- ..... -0 ------------ -0 ... -.0 .... -0
10. Florida - -FL - L--------- --40.727 -44.460 - -0 -
it. Georgia....---- -------------------- --------------
GI ....--L.. 41.646 40,380 ... 0 ..... ........0 20.000 - 28,000
--------L - - -' -0 --------------..0 0
13. Idaho-------------------ID -------L�-------'---------------0 ------------ ----------------- ------._-------
0 --...._..__ ....0 ..--------- ....0 --------------------° ----....0
1 linois--.....---'------IL ....----.L..........-...----.....2.152 ........---.2.153 .----.......-
15. Indiana--------- IN ----------L.----------.2,038,570 .. -----2,167.187 -------9.648.213 -----.5,240,794
76. Iowa.------------------------....-IA _.._...--L------------------ ------------------..38 -----.....---------
3,314 ...............3.908 0 0
17. Kansas.---...._..._.......--_-KS ..........L.........------2.871.122 .......2.883,986 0 .-----..-613.021 ..-----(552.445).-----1,893.007
18. Kentucky.19. Louisiana..................._Ky --------L-----------------22,842 .19,751 ----0 ------------...0 0
-Lq ........_L..............---.....----...0 ......................0 ......................0
_......... ...__0 ...........- ._.0
20. Maine-------.-----------------ME ----L----------------895 ...---'---965 ....---- -0 ----------0 - ------ 0
---------------0 ----
21. Maryland.---'----------MD --------L-------------'-----0 ----'---�--
22.
Massachusetts..............MA ..........L.......................17.253 ......------13.1900 _._...0
...----.....------. .....------ ....__....-----_...0 ------------------...0
23. Michigan..........-------------MI -------L------ ......----------- ----........_----
--------------(189) 287 - - -0 - -- -.._..0 - 0 - - 0
24. Minnesota_-------....._ ------------------ --....._._.._._..._..
25. _........._.0 ....-...... -...0
PP MS -..L.._..._..._..................B67
- 867 .... ----...0 .....-----------------° -- -- ---0 -----------------0
6. Misson MO _.._..__.L...__.. ._....11,236,386 .._...10,776,732 0 .._._..9,739,963 .......5.908,228 _....12,794,471 _._..__.214,451
2. Montana_....._---------------MT
o .. --° ... ................0
28. Nebraska..--------------------.NE -----'-L------ .........--------....- -��----....--------
--------------- ----------
29.
Nevada------------ ...---NV ......_.L----------' ---° ---.0 ._..----- ......0 ._...0 ....---......---_0 ------ ---..._0
.---------- --
30. New Hampshire....-----NH --.._..-------'-----
-....--------'----- ----...------..------ --------------------- -_.--------'-----.._
31. Now Jersey -_.------.......-- ----------------
------ ---I`1J ..........L------ --..72.585 ---------------8.873 ......................°
- -- ...---------_..
2. New Mexico-----------------
.-NM _.._.._.L....................988.223 ..-..----947,768 ......................0 ...........649,500 ._....1.566,562 __.....1,481,669 ..............11,759
7759
33. ewYork.---................NY ........_L_ - ......................
-- --'- 0 .._......- ----0 - --... -_0 - --- --0 0 -.....--.....
---' --- ------ B.000
.._ -------- -- - -
34. NorlhCarolina- ---------NO --------- -
L-----------------126,523 .----------116,277 ----------------------° --------'-----......0 _._..................0 ....5.00000 . .
35. North Dakota- ......................
---.....-----ND ...--'----L......... 0 ...-�--------.._.° ._.---...-------0 ......------------0 ......------------ �---...._--.-.......
0
36. Ohio-----------------------------DH ---__--1---------------------5.914 ------------.7.797 ------0 ----0 -------._.---------0
- - - 0
37. Oklahoma-------------------OK0 ..--'-.L......... ------- ----------------- -------...-�-----....
38. _--.__......._0 .. ........ .....0 ...
regon---.....-----...._.._....QR -------..L------- ..............21180 -------------3,073 ----------------0 -------------------0 ----------....-----0 0 -
39. Pennsylvania-------------PA --------L---------------..7.905 __ 2.245 --------0 -----...---------0 ---------..._------0
40. --------------------- ------------------
SouthIsland Carolina..............S L.........------...._......A50 ----.....-----....549 ....------.........0 0 ----.._.---........_0 -----......------..-..0
1. outhCarolina..............SC .-------L----- ...---------------- ---._....--------------
- ---750 .---- - 1 -- ------'0 ----- -- .0 0
- -- 0 - - -
42. South Dakota...___......__.SD -----------------------
42.
-----------
--- ............._0 -------_.._...... ...
43. Tennessee..-..--..----------TN ...........L....................409,716 ...........326.267 ----....0 ......----(13.479)-----------23,924 -------..478:260 _-----..._..5,948
44 44. Texas--- ---------------
Texas --------L-.............---------100 ---------------(61)------------------0 ----------------...o --------------.._o ...._0
as. ran OT _L......' -- ...... 0 ----------------..0 ......--.......-_0 ....................
0 .. .... .._0 ..... ..... ....0
...........L......... ---------------4,294 ---------------4,294
- - -- - - --- --- --------- ......................0
------------0 -- -° - -- ..047. Virginia__........... VA L- (255) (203)
_........._..._._...- ....._.__..._.....__._.
---..... ---° -'-- -- .0 ..--'---....0 -- --'---
0 .._.............
48. Washington-----------------WA ...------
L-----------_.....-----.......° 0 ------'----.......0 --0 --------------------_0 ..----........---..._0
49. West Virginia---------_------WV __...---.L------------------------------0 ---------�- ....................--
------50. -------- ----------------- ----------------------
Wisconsin-- ---......-W I __..... L--" --------------7.402 ----`--..12.399 -------------_-------0 -- ....-...._0 ... --- .......0 ---`------- ..0
t. Wyoming.......................WY ------..L.........-------'------..0 ........---------.0 .........._..--------0 ....._---------------0 --0 ---0
52. American Samoa..........gg -�
54. Puerto Rico-----...----.......pR ----.....N------------
55.
U.S.Virgin Islands VI ..........N_.___.-
56. Northern Mariana -------------...... ---------.....----
Islands_------------------MP -----.....N..._.._. -----
57.
Canada---------------------CAN----..._N----------------------
58.
Aggregateother alien..OT ...__..XXX...............____...._._0 .............._._._..0 ._...._....._....._0 -
0 _._..--.....- 0 -- 0 .... .........._0 0
59. Totals a 49 17.843,176 17,631.590 0 13,156.192 11,634,502 22.919,601 289,438 0
DETAILS OF WRITE-INS
58001. ............................-..............---.......XXK---....------------
............. ......-------.----------_.....___.__......----_..---.------.__.------..--------._...._....------._.__....__.__.__.._.-------
58002 __..__......_.__.__..
. ---------------------------------'---------------X�------------------------
58003
. ..............................................-----..XXX....---------------..
-- - -----------------------_-
.....----.....--- ...................--- ...
- -........ ......-----
8998.Summary of remaining -
wn,e4ns for Line 58 from
overflow page...................... XXX----.......................0 ......................0 - 0
-0 - _0 ........ ....
58999.Totals(Lines 58001 through -.0 •�--�--��•��--���-��_0 ...................._0
58003 plus 58998)(Line 58
above) XXX 0 0 0 0 0 0 1 0 0
(L)Licensed or Chartered-Licensed Insurance Carrier or Domiciled RRG;(R)Registered-Non-domiciled RRGs;(Q)Qualified-Qualified or Accredited Reinsurer;(E)Eligible-Reporting
Entities eligible or approved to write Surplus Lines in the state:(N)None of the above-Not allowed to write business in the state.
Actual Premiums Written in the Stale Explanation of basis of allocation of premiums by states,etc.
(a)Insert the number of L responses except for Canada and Other Alien.
94
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE T- PART 2
INTERSTATE COMPACT-EXHIBIT OF PREMIUMS WRITTEN
Allocated by States and Territories
Direct Business Oni
1 2 3 4 5 6
Disability Long-Term
Life Annuities Income Care
jGroup and (Group and (Group and (Group and Deposit-Type
States Etc. Individual Individual Individual Individual Contracts Totals
t. Alabama.................................-.-........................ AL
2. Alaska--- -- . AK
-------
-------------
-----
' 3. Arizona----------------------------------------------------------- ... AZ
Arkansas----------------------------------------------------------------AR
7.
Connecticut...................................................................CT
8. Delaware.---------------------------..--------------------------------- DE
---------------------------------
9. District of Columbia_..............................
10. Florida----'-------------
-----------------------------_. - FL
11. Georgia......................................................................... GA
12. Hawaii---------------------- -----------------____.HI
----------
13. Idaho..............................................................................ID
14. Illinois------------------------------------------------------_----------. IL
15. Indiana..--.........................._.....----..-...._..._---------------.IN
-'-----------
----------
t Iowa.... .-..-----'-------------------- ---- A
17. Kansas......................-.......................... -- KS
..._......._ . .
18. Kentucky__...................__. _.. KY --------------
...__-------
_
.........
19. Louisiana...--- .................................-----------'-----'---...................---.....LA
_......................._..__.........----"------------------_----------------
20. Maine------------------------ --.ME
21. Maryland...............................---....--------------.._.._.... ----------
22. Massachusetts....- ... MD
--....----'-'------------_..---- ----------- MA
23. Michigan........................................................................MI
24. Minnesota------------------------------------------------- ------- MN
25. Mississippi---------------- --------------------- MS
26. Missouri---------------------------------_...------- -----------_MO
27, Montana--------------------------------"------------------------------------ MT
28. Nebraska..........------------------------
------------------...---- E ...- -----
.._......----....._ ............................
29.29. Nevada-------------...--------------
- ---
30. -------------------
New Hampshire--------------------- N ..,.
31. ._..........
New ------------------- -----------'-- NJ
32. New Mexico.......--------------
-.---- ---'--`------- NM
33. New York............................... ._. NY
----------------------------------------------------`----"--- ---------------------------------------
34. North Carolina...-......---.........--------'..................__-. NC -----------------
35. North Dakota-------------------------.--------------------------- ND
36. Ohio_......_.---....__......_..._...._--..................................OH
37. Oklahoma_. -------------- ---------- OK
38. Oregon......................................._.................----...... OR ..._........
---'
-
--------------_-----.-----._..._......--------.....__........._..._.--- .....--.....`-----.............
39. Pennsylvania----------------------- ----...------ PA
40. Rhode Island--------------------------------------------.................. RI ....................
41. South Carolina-------------------------------------------------SC
42. South Dakota------------------------------------------------.------------SD ..._..._.._.........._...................-...........
.
43. Tennessee -------------------------------- TN
44. Texas......................................._....................................TX
45. Utah----------------------------_-------.---------------------------------------- UT
46. Vermont........................................ VT
47. Virginia------------------------------------------------------------------------ VA
48. Washington-_..............----........_................_._.......--..WA
49. West Virginia----------------------- --------------- WV
50. Wisconsin.................... ...--------------
-..---
---
-
--------- - -
--------------------
51. Wyoming
52. American Samoa.--------------------------- _---- AS ._.....----------
53. Guam------------------------------ -------------...--...GU
54. Puerto Rico..................--............................................ PR -------------------------------------------------------------------------------------------
55. U.S.Virgin Islands ----------------.._-----------_ VI _....-------..-----------------------------------------------_
56. Northern Mariana Islands............. MP
-- `----------------------- -
--------------...
57. Canada---------------------------------....................._..-_.._.._..._---CAN-----
.__.._.___.-........_..........._......__.------._--------------------------
58. Aggregate Other Alien.....--------------------------.--_-----.-. OT -----------------------......------------
59. Total ...
95
ANNUAL STATEMENT FOR THE YEAR 2013 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
The Bar Plan Mutual Insurance Company
Federal ID#43-1393691
NAIC Company Code-29513 --------------------�
Parent Co. (MO)
The Bar Plan Foundation
Federal ID#43-1679870
A 501(C) (3) Organization
m
(MO)
TBP Holding Company,Inc.
Federal ID#43-1724523
NAIC Company Code-NONE
(MO)
The Bar Plan Insurance Agency,Inc. The Bar Plan Surety&Fidelity Company
Federal ID#43-1702852 Federal ID#43-1826922
NAIC Company Code-NONE NAIC Company Code- 10966
(MO) (MO)
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE Y
z 3 4 PART 1A- DETAIL OF INSURANCE HOLDING COMPANY SYSTEM
8 9 10 11
12To
4
Type 15
of Cont
Name of Securities Relation. (Owners
NAIC Federal Exchange Dorm. ship BoatsGroup if Publicly Traded Names of ciliary to Managem
Code Company to Federal (U.S.or Parent,Subsidiaries Attomey-in-
GroU Name Code Number RSSD CIK International Loca- Reporting Directly Controlled by Influenc ,
Or Affiliates tion Entity Name of Entity/Person)/Person
en Ultimate Controlling
....1 ...The Bar plan......................._.................29513.....43-1393691.
Other tae Ent! les/Person s
................ _.....----.-----. ......._...........__..._. he gar?Ian Wtuzl Insurance Carman e
"----'" Y------_LA._.. __....OF ?ol icYhalders -._. Th Bar Plan!.!utual Insurance Corazny
...............On
_._1228._Tho Sar Plan......_.____............. ......00000.....43-1724523. ............... ner .......___._.................... 00.000
sh I n...
......... ......._ TBP Holding Corpany Inc, ! ......
The Bar Plen Ilutual Insurance Cdn any
--------------AQ.... ....._.OS........The Bar Plan Flutual Ir,urznce CormanY----Worship---------------...The Bar?Ian .._.._00000.....43-17Cp852._ ..___ 00.000
---- .... The Sar Plan Insurance Agency, Inc._..........k ---- 1 e Be,The Ian l:utual Insurance Cor.Pzny .
"'""--"' --Q.... .._...NIA......_TB?Holding Cor an Inc. ---
P Y. ....... Gmerhio_... ..100.000.._..-
__.1228_.The 3u Plan_......._...____._........_.........._10966___.43-1826922._ __...__..._....__..._...._..__...-_..__.._...y
-'---- ---------- The Bar?Ian Suretyand Fidelity Co aro The Bar Plan 6!utual insurance Gocgan
Y rf /_.J.!0._... .......IA_._...TBP Holding Car ani, I..
_.._._ �y ) ".......................0nnershia....._...._._..........._ _100.000..._.
_...1228...The Bar?Ian...........................................00000.....43-1679870. _ __......
...........................................................
--`----- . --.---------------------------- he Bar Plan Foundation._.__._......_ _---. .-gQ_ , til A._....The Bar Plan R!utual Insurance Carmen ..
._ The Bu Plzn 6!utual Insurznce Com.
_...
.. Y ._.Oenershi P-........_........................... ..100.000....
----.--.--.--.--.--.-.-..........._..................._..._.._......_......_................_......_......_._.._.._._.........................._..._...._..._._-------__._._.._-----------___._..._.._..._....._.....................__.._.......
.............._..........................._......_...._.....__...................._........................_.-._-_......._..__.......__--_-_._............._._.-......._..__......._.._...._..._----_.-_...._
...._._..--.........
...._
Asterisk _.._...._......_........._-__....
Ex lanation
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
HEDULE Y
PART 2 - SUMMARY OF INSURER'S TRANSACTIONS WITH ANY
' 2 3 4 AFFILIATES
5 g � 6
Income/ 9
to
71 i2
t3
(Disbursements)
Purchases,Sates Incurred in
or Exchanges of Connection with Income/ T
insurance
NAIC Loans,Securities. Guarantees or Any Other Material coverable/
Company Federal ID Names of Insurers and Parent, (Disbursements) Activity Not in the
Shareholder Real Estate, Undertakings for Management Incurred under (Payable)on
Code Number Subsidiaries or Alliliates Capital Mortgage Loans or the Benefit of any Agreements and Reinsurance Ordinary Course of Losses andlor
29513._...43-1393691._...The Bar Plan Vutua I Insurance Co:. an Dividends Contributions Other Investments Affiliate s the Insurer's
'C Y-------......................._--------- ................_....--...----- Service Contracts reemenls
.....10966.._..43-1826922......The Bar Plan Surety and Fidelity Cxpany...- - - ..-....-----....----------_ ...------- 23.150
Business TotalsReserveTaken,'Liabeit't
.--- --- -- .....-- ... -- -- (21
0_....43-1702852-----The Bar Plan Insurance Agency. Inc.-------------......... --------------- 0.000)-.....--------------(786.850)---------------------------------
-- -- ----- -- -------- ----_.-....--------- -------__-(251,00 -------._...--........ - ..
00000......43-1724523._...TOP Holding CoVany. Inc............._. . ---------------- - ---- ...._...I................._ .............-..._...
..---._..... ....-----..._.....---------- ----................ 227.910
-- .......-.. (251,036) .... -
.-------- 227.910
00000......43 167987D. The Bar Plan Foudation - - - - - - ---- -
- - - - - - -124).-..
- ---
--- -- - ......-..-... ... '- --.........................
— -........................................................_......._..........-....-- .......................--- - ........ ....... - - - - - - ... - (241.............................
------------------------------------...270,000 .210.000
--------------------------------------.............. .......................-...........--......__........_.................._..............._...--.....---------------------------.-' .............................—..- --------------..._---------------
--------.................................--............------------.......................................... ........- - -......................... - - - - - -- - -
.....-----------------
.------
----------------------------
9999999 Control Totals - - - -------------------------------------- ...-....
---------------
- -- --- - -- - ---.................. - .......... - - - - - '----------------................. ........._........._.- ---------
0 D 0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SUPPLEMENTAL EXHIBITS AND SCHEDULES INTERROGATORIES
The following supplemental reports are required to be filed as part of your statement filing unless specifically waived by the domiciliary state.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 not being filed for whatever reason enter SEE EXPLANATION and provide an explanation following the interrogatory questions.
MARCH FILING Responses
1. W ill an actuarial opinion be filed by March 1?...................__...-----._._......_
............... ...._................................ .. ..._....... YES
2. Wt the Supplemental Gompensafion Exhibit be tiled with the state of domicile by March 1?................................................................................................ YES
3. Will the confidential Risk-based Capital Report be filed with the NAIC by March t _...------------------------------___.._..__........__...._....... YES
4. Will the confidential Risk-based Capital Report be filed with the state of domicile,it required by March 1?-------------__........................_._------_......._._.........-- YES
APRIL FILING
5. Will the Insurance Expense Exhibit be filed with the state of domicile and the NAIC by April t?......................................__...............__.-------------------_........ YES
6. Will Management's Discussion and Analysis be filed by April 1?._.....__....._.....__................__..._.__......._....._..._.._.__..._..___._..__._...-. ......_._.. YES
7, Will the Supplemental Investment Risk Interrogatories be tiled by April 1?....................................................... ........... YES
MAY FILING
8. Will this company be included in a combined annual statement which is filed with the NAIL by May 1?---------------------------------------------------------------------- YES
JUNE FILING
9. Will an audited financial report be filed by June 1?.....................................................................
............................................................................................ YES
10. W ill Accountant's Letter of Qualifications be filed with the state of domicile and electronically with the NAIC by June i?_.....__........................................... YES
AUGUST FILING
11. Will Communication of Internal Control Related Matters Noted in Audit be filed with the state of domicile by August 1?---------------- - YES
The following supplemental reports are required to be filed as part of your annual statement filing.However,in the event 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 printed below.It the supplemental is
required of your company but is not being filed for whatever reason enter SEE EXPLANATION and provide an explanation following the interrogatory questions.
MARCH FILING
12. Will Schedule SIS(Stockholder Information Supplement)be filed with the state of domicile by March 1?............................................................................ W
13. Will the Financial Guaranty Insurance Exhibit be tiled by March t?......................................................................................................................................... NO
14. Will the Medicare Supplement Insurance Experience Exhibit be filed with the state of domicile and the NAIC by March 1?..._._--------------------. _ NO
15. W ill Supplement A to Schedule T(Medical Professional Liability Supplement)be filed by March 1?.................................................................................... 140
16. Will the Trusteed Surplus Statement be tiled with the state of domicile and the NAIC by March 17....................................... .._.............. NO
17. Will the Premiums Attributed to Protected Cells Exhibit be filed by March 1?-------------__.._.....__.__.._.....____._...._.._._.___----------.---.--.-___-___---.--.------___--.- NO
18. W ill the Reinsurance Summary Supplemental Filing for General Interrogatory 9 be filed with the state of domicile and the NAIC by March 1?._..._.._---..... NO
19. Will the Medicare Part D Coverage Supplement be filed with the state of domicile and the NAIC by March t?........................... NO
20. Will the confidential Actuarial Opinion Summary be filed with the stale of domicile,if required,by March 15(or the date otherwise specffied)?_....._...._... YES
21. Wi11 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?._..___._.....__...._.....__..................................._.. . _--
24. Will the Director and Officer Insurance Coverage Supplement be filed with the state of domicile and the NAIC by March 1?.___...____........__........___....._ !0
25. Will an approval from the reporting entity's state of domicile for relief related to the five-year rotation requirement for lead audit partner be filed
electronically with the NAIC by March 1?............................................................................................................................................... !C
26. Will an approval from the reporting entity's state of domicile for relief related to the one-year cooling off period for independent CPA be filed
electronicallywith the NAIC by March 1?._........._..._._.__._......................._._____....__....._..._.._.__....__........._......__.___........._.__..__...._................._......._.._......... ?L
27. Will an approval from the reporting emfry's slate of domicile for relief related to the Requirements for Audit Committees be filed electronically with the
NAICby March 17----------------------.------------------------------------------------..._------------------------...._. ....._._.............__.... ...._.._.._._..__..._._ !0
APRIL FILING
28. Will the Credit Insurance Experience Exhibit be filed with the state of domicile and the NAIC by April 1?............................................................................. Ni
29. Will the Long-term Care Experience Reporting Forms be filed with the state of domicile and the NAIC by April 1?.............................................................. to
30. Will the Accident and Health Policy Experience Exhibit be filed by April t?__.._.....__.._.__..__.__.._. __ to
31. Will the Supplemental Health Care Exhibit(Parts 1,2 and 3)be filed with the state of domicile and the NAIC by April 1?.................................................. fb
32. Will the regulator only(non-public)Supplemental Health Care Exhibit's Expense Allocation Report be filed with the state of domicile and the NAIC by
April 1?-------------------- _-
AUGUST FILING
33. Will Management's Report of Internal Control Over Financial Reporting be filed with the state of domicile by August t?..................................................... YES
Explanations:
12. NotApplicable
13. Not Applicable
14. Not Applicable
15. Not Applicable
16. Nol Applicable
17. Not Applicable
18. Not Applicable
19. Not Applicable
22. Not Applicable
23. Not Applicable
24. Not Applicable
25. Not Applicable
26. No Applicable
27. Not Applicable
28. Not Applicable
29. Not Applicable
30, Not Applicable
31. Not Applicable
32. Not Applicable
Bar Codes:
12. SIS Stockholder Information Supplement(Document Identifier 420j 1111111
pillI
®ate'
13. Financial Guaranty Insurance Exhibit[Document Identifier 2401 lfllPIleal'Iz 1111111111 Pill111 11 Pill 11 Pill11 Il
14. Medicare Supplement Insurance Experience Exhibit[Document Identifier 3601
[N�6y z■■(H�1 i 1 z Nz Ap o 1 z z 1 o N a3®�I[ o a 0
15. Supplement A to Schedule T[Document Identifier 455) 1 �11111 11 lull 11111li111111�Ili1G Pa 11111 111
16. Trusteed Surplus Statement[Document Identifier 4901 1111111111111111111111111 11111111111
17. Premiums Attributed to Protected Cells[Document Identifier 385] I111n6Pill1111lll111111l1ll11l
0 1 / 1 1 a 0 7 1 1 0 1 0 0 0■I�
18. Reinsurance Summary Supplemental Filing[Document Identifier 401J pill111il�llal111lliPill
19. Medicare Part D Coverage Supplement[Document Identifier 3651 I11sIa1[11�111' 011II111111 Ill 11111)
0 1 z 1 1 e e 0
22. [Document
tIdethe fier400]nceAttestation Supplement1l([II'I,�'Ipl®111111'111111 1111
[Document ldentdier 400] IIIIIYI 1111 1111 1111 Atl 11■, iN1AB i® Y�il N 1®�I 1
a 1 1 1 1 0 a 1 0 4 0 0 0 a / 0 0
23. Bail Bond Supplement(Document Identifier 5001 1111111111111111111111111111Pills11 1IllalINIl111111
24. Director and Officer Insurance Coverage Supplement(Document Identifier 505) 1 10101P �'11111Pill1111111111111z 1 i 1 0 z 0 1 a s
99
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SUPPLEMENTAL EXHIBITS AND SCHEDULES INTERROGATORIES
26. (Doc me the Id ene Identifier
a25ooling off period for independent CPA 1111111111111111l111111111111111111111111
(Document Identifier 225)
1 0 1 1 7 1 0 1 1 1 1 e 0 0 0 0 0
27. Relief from the Requirements for Audit Committees[Document Identifier 2261 (ApNp�1111111'1111111oil
1111111111111111111PI
11
1 1 1 a 1 e s 1 1
28. Credit Insurance Experience Exhibit[Document Identifier 230] 11111111,1111111111111111111111111111111111
1111 'I11111 111111111 111111111111111PI
9H 2 e NI 1 1 INI2 IHI�0 1 o flet 1 IAI Ir0 0 e�0 0 /
29. Long-Term Care Experience Reporting Forms[Document identifier 306) 11 It 11lull III 011110111111111111111111
9® 1 1 5 1 1 1 0 111fl� a 0 e IllleflillNg0lBI 0 / 0 0
30.. Accident and Health Policy Experience Exhibit(Document Identifier 210] 11111111111111111111111111111111111111
1 0 e 1 7 1 0 11 0 1 1 I'0 0 0 0 0 0
31. Supplemental Health Care Exhibit(Parts 1,2 and 3)(Document Identifier 216) 1�I1111111111111111l1111111111111111111
0 1 0 1 7 0 0 1 S 1 1 0 0 0 1 0 0
32. Supplemental Health e Care217)Exhibit's Expense Allocation Report
Identifier Idenr 217] lla�11111111111111oil 11111111111111111111
1 / 1 1 0 1 0 1 0 1 1 7 0 0 0 0 0
99.1
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
OVERFLOW PAGE FOR WRITE-INS
Additional Write-ins for Assets Line 25
Current Year Prior Year
1 2 3 4
Net Admitted Assets Net Admitted
Assets Nonadmitted Assets Cols.1-2 Assets
2504. Auto-:obile----------- ----------------------------------------------- ..37,410 ..........................37,410 ..._................. -- -0 ------------------------------0
2505. Miscellaneous Receivable----------------------------_.- --.-----....___21,277 --------------------------21,277 .---.--__.._.__....21,278
----------------------------------- -
2597. Summary of remaining wdto-ins for Line 25 from overflow page 58.887 37:410 21,277 21,278
Additional Write-ins for Liabilities Line 25
1 2
Current Year Prior Year
2504. .....-"'..............................--------------......_..............-.......-.-.._..-...........--'------------------..............-----.....----'--.................. ..0
--------------------------------- -----------0.
----
2597. Summa of remainin write-ins for Line 25 from overflow a e 0 0
100
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
SUMMARY INVESTMENT SCHEDULE
Admitted Assets as Reported
Gross Investment Holdin s in the Annual Statement
1 2 3 4 5 6
Securities ,
Lending
Reinvested Total
Collateral (Col.3+4)
Investment Categories Amount Pementa a Amount Amount Amount Percents e
1. Bonds:
1.1 U.S.treasury securities .............................__..........................--------4.593,046 ............10.685 ..........4,593.046 --------------------------.........4.593,046 -------....10.685
1.2 U.S.govemment agency obligations(excluding mortgage-backed
securities):
1.21 Issued by U.S.government agencies------------------------------------------------ ---__..................................0.000 ..._D -----..-------0.000
..........__..__"-----.....-------
1.22 Issued by U.S.government sponsored agencies.............................._._.....................--------------0.000 .---.........--......................................-------------------D --------------0.000
1.3 Non-U.S.government(including Canada,excluding mortgaged-backed
securities) _._.._...........--------------------------------------------------------------- ---.---1,022,521 . 2.379 ---------1,022.521 ....___..1,022.521 -----------2.379
1.4 Securities issued by stales,territories,and possessions and political
subdivisions in the U.S.:
1.41 States,territories and possessions general obligations............................................................0.000 -------------------_....................................................D ..............0.000
1.42 Political subdivisions of stales,territories and possessions and
political subdivisions general obligations------------------------------- ---------------..0.000 ...........................----------------------------------------------------0 ----------0.000
1.43 Revenue and assessment obligations----------------------------------------------- --------11:270,405 ------------ ...-....11.270,405 ...........................----....11,270,405 ------------
1.44 Industrial development and similar obligations ------ ----------------------------------------0.000 ---.-.-.--...----.-.-....................................................0 _.--......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 -------------0.000
1.512 Issued or guaranteed by FNMA and FHLMG------------------------ --------------695,079 ..............1.617 .............695,079 ................-..-.--..-------------..695.079 --------------1,617
1.513 All other ----------------------35,299 ..............0.062 --------------35.299 ------ -----35,299 -----------..0.082
1.52 CMOs and REMICs:
1.521 Issued or guaranteed by GNMA,FNMA,FHLMC or VA-----------.--.--.._----....._......-..0.000 --------------------------------------------------------------------------D .------....0.000
1.522 Issued by non-U.S.Government issuers and collateralized
by mortgage-backed securities issued or guaranteed by
agenciesshown in Line 1.521-'--.............._---------------------- _----.---------.--0.000 ..........._ --------------------------------------------------D ------------0.000
1.523 All other.................................... ...............0.000 ------------------------------------------------------------------- ..D ......-------0.000
2. Other debt and other fixed income securities(excluding short-term):
2.1 Unaffiliated domestic securities(includes credit tenant loans and hybrid
securities)---------------------------------------------------------------------------------------------------------------5.038,921 .-------....11.723 ---------5,038.921---------------------------I----------5,038,921 ..11.723
2.2 Unaffiliated non-U.S.securities(including Canada)---------------------------_------.-.........._699,322 ..--.--..--.--1.627 -.---.---.--.099,322 ----------------------------------------699,322 --------------1.627
2.3 Affiliated securities---------------.-......-------------------------------------------------------'----------------------------------0.000 -----------------------------------------------------------------------D ----------0.000
3. Equity interests:
3.1 Investments in mutual funds........................................_..................-'----...............................-----------0.000 ..............................................................................D .............0.000
3.2 Preferred stocks:
3.21 Affiliated......................--"-"...."'.................................__...................................................__......0.000...............................................................................D .............0.000
3.22 Unaffiliated-----------------------......---------------------------- --------------------------------0.000 - -------D --------------0.000
3.3 Publicly traded equity securities(excluding preferred stocks):
3.31 Affiliated-----_.____...----------------___-__-______..__--------------------_.-----A.967,289 ------------11.556 .____4,967,289 _._._._._-__._.._-- .__...4,967.289 _____.._11.556
3.32Unaf0liated---------------------------------------------------------------------------------------'-' ........_6.330.966 ............14.726 ..........6,330.966 .....................................6.330.966 ............14.728
3.4 Other equity securities:
3.41 Affiliated.-...........................""'-'-'-"'-'............'--..................................---'---.---..............0.000 -'---......................................................................D ..............0.000
3.42 Unaffiliated-----------------------------------------------------------------...._------- -------------197.214 .....--------0.459 ----------197.214 ----------------------------------------_197.214 ------------0.459
3.5 Other equity interests including tangible personal property under lease:
3.51 Affiliated.---------- -----------------------------------------------------------------------------------_......0.000 ......................------- ----D ----------..0.000
3.52 Unaffiliated---------------------------------------------------------------------------------------------_......................................0.000 ------------------D---------------0.000
4. Mortgage loans:
4.1 Construction and land development----------------------------------"'......................................................0.000 ......................----------------------------------........_..D ..--"--....0.000
4.2 Agricultural.--------------..--..._.-__.....__..---_.............._....'-------------------------------------------------0.000 ..............................__......------------D '----------..0.000
4.3 Single family residential properties.......-........................------------------------------------------------....._0.000 --......................................................-..------------D ---------0.000
4.4 Multifamily residential properties------------------------------------------................._-----._------_._--.............0.000 ...........................-----------------------------------------D --------_...0.000
4.5 Commercial loans...................................................-----------------------------------------------------`-------..........._0.000 .-----------------------......_-------------------------------------D -----------0.000
4.6 Mezzanine real estate loans.............--..-...._'---------"-------------------------------------.--'........................0.000 ................................................------------------------D ------------0.000
5. Real estate investments:
5.1 Property occupied by company................_.........-_...............--..............--.....---..... 1.661.573 .............3.866 ........1,661,573 --------------------.....--....1,661:573 ....._.......3.866
5.2 Property held for production of income(including
$ ...................................... of property acquired in satisfaction of
debt)--------------------------------------------------------------------------'------------------------ ..............0.000 .................... D ...................._..................... D .............0.000
5.3 Property held for sale(including$ ......................................
property acquired In satisfaction of debt). ------.-.---------------..------....0.000 --.--..----..--.--.--_D -------------------------------------.--.--.---..D -..--------.0.000
6. Contract loans.......................................................................................... ----------------------------....._0.000 ------................0 ----------------------............................0 ....-"'....0.000
7. Derivatives ----------------------------------------------------------------------------------------------- ----------0.000 ___-------------D -----------------...._---------------------D ----------.0.000
8. Receivables for securities....................._.__..._.........'-'---.........-----......---._----------_-----_--------------------0.000 ----------..........0 ----_-------------------------------.........D .............0.000
9. Securities Lending(Line 10,Asset Page reinvested collateral)--_----------------------------------.--.-----------__--_0.000 --------------D "X---------____..XXX------------------XXX
10. Cash.cash equivalents andshoit-term investments-.... .........................6,472,924 ----.-----..15.059 ----------6.472.924 ----- 6,472,924 ...........15.059
11. Other invested assets------------------------------------------------.....--------------------------------- 0.000 0 0.000
12. Total invested assets 42.984,559 100.000 42,984.559 0 42,984,559 100.000
SI01
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE A ~ VERIFICATION BETWEEN YEARS
Real Estate
/ Bookladjusted="*"nva/"°.oecem^.,m*ptiorr°--------'-----_----_--_-------------_--------_---.,,n`.mn
u Cost macquired:
,,Actual cost*time uacquisition(Part u.Column m..................—--------------------------------------------------------------.......................................................o,57/
2.2 Additional investment made after acquisition/n*2.Column m..........................---------------------------_� --------------------2u.57'
^ Current year change mencumbrances:
u./Totals,Part/.Column m---------------'_-------------------__—_--__---------------------------------__�
o.2Totals,Part 3.Column/`.................................................................................................................................................
--------------------------------------------------....................................
^ Total gain(loss)=disposals.Part 3,Column m--_--------------------------------------------------------------—-------------------- ----------------___________________
5. Deduct amounts received=disposals,m"3,Column,,....................................................................................................................................................
s Total foreign exchange change*bo°madj.stedcarrying value:
v.`Totals,Part,,Column 15....
mTotals,Part 3.Column m------------------------------------------------------------------ --------------------------------'_-----------------------------------------------------------------��
r. Deduct current year's other than temporary impairment recognized:
r.`Totals,Part`.Column/,-----------------------------------------------------------------------------_--_----------------»
7.2m**.m*3,omum"10—_--__—_---____.____._--'_----_—'—_--'_--_—_-------------'___...
o Deduct current year's depreciation:
x,Totals,Part'.Column,,....................................................................................................................................................................................... ,uo
8.2 Totals,Part 3,Column o---------------------------------------------- ------------------------------------- --_--------------------------------------------------------- --' ---------------------g3,mo
o. Booktadjusted carrying value atthe end m"ui rent period(Lines'~2.o+4-5^n-8)........................................... ,.s/.mn
,u Deduct total"onad=med am="
,,. Statement value at end mcurrent period(Line ominus mne,w--------------------- /,mn.sm
SCHEDULE B ~ VERIFICATION BETWEEN YEARS
Mortgage Loans
,. Book va/""m"°oedinvestment excluding accrued interest.m"="be,mm»"orye°----------------------------------------------------------------------------- —'-----'---___--_
2. Cost wacquired:
e^Actual cost utime*acquisition(Part v.Column n------------................-----------------------...................................................................................................
2.2 Additional investment made altar acquisition(Part 2,Column m_-------------------------------------------- _
o. Capitalized deferred interest and other:
mTotals,Part,.Column,,............................................................ ----------------------------------
3.2 Totals,Part 3,Column'.----------------------_-----------------------------------------------_
^ Accrual mdiscount.....................................................................
__—
& Unrealized valuation increase w°rre,=.
5.,Totals,Part,.Column o -------__-----
„ m^lsm^xm/ v
a Total gain«=” disposals,,m
_----_
7, Deduct amounts received on disposals,Part 3 M ------------------- -
� � /u v�. .�w�m m _ ______
� �"" � �o. n^"/��m""=��°m=�*��=/"�
o./Totals,Part/.Column m.................................................................---------------------------------------------------------------------------------------------------------------------------'_
9.2 Totals,Part 3,Column`o.............----------------------------------------------------------------------------------------
`o. Deduct current years other than temporary impairment recognized:
m,r^*Js.Part,.Column`,--------------------------—'_—_---------------------------------------------------------------------------------------------------------------------_--
10.2n^als.m^3,nmum"10
it. Book vamw=cordminvestment excluding accrued interest wend mcurrent period(Lines,.2m+4~5+6-7-*a^w---'__---__----__'-------'
`x. Total valuation allowance
`u Subtotal(Line`,plus'n ---------------------------------------------------------------------------- ------------------------------------ —_
,^ Deduct total"onad°med am°unts
m. Statement value mmortgages owned atend mcurrent period(Line`ominus Line'4)----------------------------- -----------------------------------------------------------------------------------—_—
ANNUAL STATEMENT FOR THE YEAR 2013 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,Part 3.Column 12..........................................
.....-.......-----...........----..........------......----...._..---.....----...........--......----- ---.........-........
4. Accrual of discount------------------- -----------------------------..
5. Unrealized valuation increase(decrease):
5.1 Totals,Part 1,Column 13_.--
N__0
--._- --_-_--_---
5.2 Totals,Part 3,Column 9 -......__ .... .. ........ ...... ---....-----......----
6. Total gain(loss)on disposals,Part 3,Column 1 ---.-----.- --- ----- --- .--- -------------- --------------
------------------------------------------------------------------
7. Deduct amounts received on disposals,Part 3, . .......... ...... ........... .....
8. Deduct amortization of premium and depreciation-...-...._-_-..._._............................-.....----------.-----------
9. Total foreign exchange change in book,adjusted carrying value:
9.1 Totals,Part 1,Column 17
9.2 Totals,Part 3.Column 14
10. Deduct current year's other than temporary impairment recognized:
10.1 Totals,Part 1,Column 15
10.2 Totals,Part 3,Column 11.----------"-------.....-----'----...-------.....'-'------'-'---------'.......------"-------------------........------....
11. Bookladjusted carrying value at end of current period(Lines 1+2+3+4+5+6-7-8+9-10)......._.------------.---------------------------..............._...-.
12. Deduct total nonadmitted amounts_-_--.-.--..-_-.......-'.--.---._....._.........._...-................._..........
13. Statement value at end of current period(Lino 11 minus Line 12)_-.-..---_..-...-_-....__----------------------------_--------.-_.-.
SCHEDULE D - VERIFICATION BETWEEN YEARS
Bonds and Stocks
1. Book/adjusted carrying value,December 31 of prior year.................................... ..36,019,463
2. Cast of bonds and stocks acquired,Part 3,Column 7---------------------------------------------------------------------------------------_._------------------ -----------------------------4,779,505
3. Accrual of discount.---......_...--....................""-'---...............--'....."------..."-'-..._..............------'-._.................................-----'........-----'-'--......----'-"----...--.--- --"-..------.....14.247
4. Unrealized valuation increase(decrease):
4.1.Part 1,Column 12...-.................-'-'-"--.....-""'.......--".....--............-.......--".....----.....---............ -......`. --'. ................... 348,283
4.2.Part 2,Section 1,Column 15------_----------------------------------------------"'--------------._...-----------'---------"-----------"--------...._--------------------._------------------
4.3.Part 2,Section 2,Column 13..........---'-"'-'- .........----...........--............ .........._.-'---...---"...---'-''.--- ......'---......--------1.341.842
4.4.Part 4.Column 11------------------------------------------------------------------------------------------------------------------------------------------------------------------------------.(110.316)....................1,579.810
5. Total gain(.'loss)on disposals.Part 4,Column 19-------------------------------------—----------------------------------------------------------------------------------------------------------------------------------------------------158.505
6. Deduction consideration for bonds and stocks disposed of,Part 4.Column 7.--._.-----------------------------------------------------------------.---.--........---__........--......---------------..----------9,472,606
7. Deduct amortization of premium....................------------------------.----------------------------------------------------------------------------------------------------------------------.---'--------------------_--------_---.._228.863
8. Total foreign exchange change in bookladjusted carrying value:
8.1.Part 1,Column 15..........................................._......--"..._---'-----"-'---------'-"--------.....--------------------._...------------------..-------'-----.._0
8.2.Part 2,Section 1,Column 19--------"`-`............................_....-----........------............_-.`.-----..----------......._-------........-------.-....__----..._-------...._--------
8.3.Part 2,Section 2,Column 16.........---.........._-----.........._----......_..---------...._.._'-----..-......-------.__---------._--'--------.....--'--.............---..------0
8.4.Part 4.Column 15------------------.-.........----------....................._......-------......-----------....-----..-.......-------.-.._..----------....--------_......----------------------...0 .-------........'------.......0
9. Deduct current year's other than temporary impairment recognized:
9.1.Part 1,Column 14------------------_'------.....-------............-..-----..._...----........._.....---......_..--------"""'.-------...-'------......_'-- ....------.._"'--'............A
9.2.Part 2,Section 1,Column 17.........-..__..._........................................._..-.--.........--..-_-....._.........-....-............_.---......__.._....---_-'__...........-_..-.-.-._--...-.-
9.3.Part 2,Section 2,Column 14 -------------------------------------'--------....._---------...._--'----....----------------------------------------"'--...-......--------...-------.....0
9.4.Part 4.Column 13-------------------------------------......-------....'---------....-'------- '---- -------------"----------------0 ------------0
10. Book/adjusted carrying value at end of current period(Lines 1+2+3+4+5-6-7+8-9)............................................................................................................_..-.-.--...........34,850.060
11. Deduct totalnonadmilledamounts----------------_------------------------------ _----------------------- ------------...--------------0
12. Statement value at end of current period(.Line 10 minus Line 11)---------------------------------------------------------------..............................................................................-------------34,850,060
S103
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - SUMMARY BY COUNTRY
Lon •Term Bonds and Stocks OWNED December 31 of Current Year
7 2
Book•'Atljusled 3 4
Descri tion Car in Value Fair Value Actual Cost Par Value of Bonds
BONDSnand
United states---------------------- ..__..._._4,593,046 4,612,395 4.704,508 4,550,000
Governments �-�--�����-----���-�
Canada................----........---......---.....-nc u mg all obligations guarOther Countriesby governments) Totals 4,593,046 4,612,395 4.704.508 4,550.000
U.S.States,Territories and
Possessions(Direct and guaranteed) Totals 00U.S.Political Subdivisions of Territories.and Possessions(and guaranteed) Totals 0 0 00U.S.Special revenue and speassessment obligations and aguaranteed obligations of ageand authorities of governmenttheir ofitical subdivisionsTotals 12,000,783 12,141,576 12.097,957 11,785,677
8. United States..-.-.----- -------------6,061,442 6.158,091 7.488.287 --------......_8.185,151
--------------- --------------
Industrial and Miscellaneous and 9. Canada.......................
nd Securities(unaffiliated) 10. Other Countries 699,322 683,754 712,489
650.000
11. Totals 6,760.764 6,841,845 8,200,776 8,835,151
[Industrial
ent.Subsidiaries and Affiliates t2. Totals 0 0 0 1
3. Total Bonds 23,354,594 23,595,815 25.003.241 25,170,828
=Misceflaneous
CKS 14. United States.....................
ous 75. Canada...__-. ------------------_.._.-_-
16. Other Countrie17. Totals 0 00Affiliates 78. Totals
19. Total Preferred Stocks 0 0 0
COMMON STOCKS 20. United States--------------------------------------__-._-___._.---._6,528,180 _._...._-._--...__.6,528,180 _5,182,342
Industrial and Miscellaneous 27. Canada......._-.....................
------
22. Other Countries
23. Totals 6,528,180 6,528,180 5,182,342
Parent.Subsidiaries and Affiliates 24. Totals 4.967 289 4.967,289 6.366,518
25. Total Common Stocks 11,495,469 11,495,469 17,548.860
26. Total Stocks 11,495,469 11,495,469 11,548,860
27. Total Bonds and Stocks 34.850,063 35,091,284 36,552,101
S104
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D- PART 1A-SECTION 1
Qualit and Maturit Distribution of All Bonds Owned December 31,at Book/Ad'usted Car in Values b Maio r T es of Issues and NAIC Desi nations
1 2 3 4 5 6 7 a 9
Overt Year Over 5 Years Over to Years Col.6 as a I of Total from Col.6 %From Col.7 Total Publicly Total=ly
NAIC Designation 1 Year or Less Throu h 5 Years Through 10 Years Through 20 Years Over 20 Years Total Current Year Line 9.7 Prior Year
1.U.S.Governments Prior Year Traded Placed a
1.1 NAIC t-----------..._..._-_--------------------------..................2,691,367 ..................1.901.680 ---------------------- -- 4,593.047 17.6 ..-.. 5,383.988
1.2NAIC2-----._....-------------------------------------------- - - -- - - - -..._ o -------------------- ...--._...17.9 ..............._.4,593,047 ............
....................0
.....-------------------- -0 ---------------------------.0
1.3 NAIC 3 ..--------------............------ ......_. _----- -...--_0.0 ---------------- -- -- - ---------...--0
-.....----..... ---------------------------------. -- ... 0.00
-..... ............................... .................. -.
1.5 NAIC 5....................-........-....--------....---...........--- ...._......_...__.......---
-----_-..._------...._...
1.7Totals 2.691.367 1,901,680 0 0 0 0.0 D
2.All Other Governments
0 4,593 047 17.6 5,383,988. 17.9 4,593,047 p
2.1 NAIC t.............................................................................................. ........----.....................
---------------......0.0
2.2 NAIC 2-------------------------- ...----------'------------ ------------ .. - ------�--------------0 ---------'-----------
.0.0 - -- -0
2.3 AIC 3.......-'------.......---... .............................0.0 ...
......---'- ............................... ................................... ................................... ................................... ................................... ................................. --.....-...................... __....----......_......_...
_...._...... ---------------------------------0 0.0
2.4 NAIC 4---�--�--..__-�---�---.._..---------..................-- -�--`--.....----._--�--- -------�--...-�---�---------- ------------`..---��------D
_........-...0
2.6 NAIC 6 - '......... -' 0 0.0 -- -0
2.7 Totals D 0 0 0.0 0
0 0 0 0 0.0 0 0.0 0 0
3.U.S.States.Territories and possessions etc.,
Guaranteed
3.1 NAIC i....... ........... --...._.... .........- ................................... "--'- -- 0 0.0 -0 -----------------------------0.0 -
3.3 3.3 NAIC 3........................................._.._...............----.......---------------- .............._................... ....._............................ .------ .----------.......__..-' .0
-----------_----_..........0.0 ...._................_.......--' ---'---.._.............__.....0
3-4 NAIC a.....----.-......_--_. _.._...-_.................._.. _-_.___..._-__..._. .. 0.0 ....._-.......-__.._.._.._._--..0 ..._-_..._.._.__._...---_0.0 ......_-....__.....-_-....__. ..-_-....._.___.-__...._...-0
-- ------.......................... ....... ------._........._0 0.0
- ---------------------
- -
3.5 NAIC 5_..-....-----.............. .._.-._......................_.._ --'--- -'-------'---------.. ..-------------------�- 0.0
------------------....... _.._.......0
3.6 NAIC 6-"--..............-------...-------------- ..._......... _.............---...........-----.. ..---............_. _.---..................-- --......._.-------- ------'-------..._._0.0 -------_-----`------ -.._--------------.....
0 0.0 0
0 0 0 0.0 0
3.7 Totals 0 0 0 0 0.0 0 0.0 0 0
4.U.S.Political Subdivisions of States,Territories and
Possessions.Guaranteed
4.1 NAIC i............................................................................................. ...................................
--'
4.z NAIC 2_.-_.-....._._._......--__._.....__-._..........................._...._....-_..__ ...-_-...__..._....__........ .___-.__..--......-..-__-...0.0 -----------------------774,755 __...._--_..._._--........1.6 __._.-...._..-......_.._..._-__ -...._.__-._._...._.-_..._._..0 �.
- - --- -' -- - - - -- ...... -.....0 0.0
4.3 NAIC 3 ............................. --------------------------- _---_-----......_......._....0 ........................ 0.0 0
4.4 NAIC 4
0.0
-----------.. --- -- 0.0 --- ---------
._.....----'-....0 -----------------.....----.0.0
4.5 NAIC 5....----.........'--._.._.._"'-....-.........................-.._. ..............---._.---....--- -'
0
4.7 Totals 0 0 0 0 D 0 0.0 774.755 2.6 0 0
5.U.S.Special Revenue&Special Assessment
Obligations,etc.,Non-Guaranteed
55.1 NAG i....................................................................-- ......684,170 ..................5.()82,282 ..................6,178,245 -...... 56,066 --------------_---------------. ----------------A2,000.783 .---_----------- ..46.0 -------------15,687.932 ---------------........52.2 12
.2 NAIC 2------ .------------------------------ --"----......................` ---...-'------"--_.._._.. ,000. _._._.............._..
5.3 NAIC 3.......___._........-----......_.-----........-'---.........----.......------...... .._ --... .........................-'----.. ..----..._.............--`...9 .......................0.0 .................................0 .................._._."....-0.0 ....---.............
...._0 ------------------------0.0
---'---------------. -
5.5 5.6 NAIC 6
NAIC 5.......-`--..........""................'----........---..... ..............-_._...-----. ...
_.............. 0
684.170 5,082 262 00 0 0.0 0
5.7 Totals 6 176,245 56,086 0 12.000.783 46..0 15.687.932 1 52.2 1 12 000,783
0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D-PART 1A-SECTION 1 (Continued)
Oualit and Maturit Distribution of All Bonds Owned December 31,at BooklAd•usted Carr in Values b Ma'or Types of Issues and NAIL Desi nations
1 2 3 4 5 6
Over 1 Year Over 5 Years Over 10 Years 7 8 9 10 NAlC Designation 1 Year or Less Throu h 5 Years Throu h 10 Years Throu h 20 Years Over 20 Years Total Current Year Col- as�a%of Total from Col.6 %From Col.7 Total Publicly11
6.Industrial 6,Mscelianeous(Unaffiliated) Prior Year Prior Year Total Privately
6.1 Traded Placed la
NAIC 1................................ .......... --------.....3,239,724 -------------4,244,206 ------------------1,068,798 -------------....- ---------------
s.2NAIC2 - - -'---..... ....--'.......... _269.281 ... - 8,552.726 32.8 - .---------7.627.1956.3 ... 25.4 ._.
-------- ...............8,552.728
.................. ................................... ..................._269,281 .............. . 0
Ic 3................................................................. ...------.---....1.0272.100
_.........--_. ................ - s
...- ------- ----
6. NAIC 4--------------------. -- - ---'----- -------------------- ----------`------....0 ....._.._----
9 1
---------------------.0.0 ---------------- -0
28
- ---
.............................0.0
6.5 NAIC 5....__-..................._.... _ ..
0.0
.----....----................0 -----__..
6.6 NAIC 6----------------- ---'----�------__---'-----_ .....----'-----�---------0 ...
--- -' 0
---- __.....-- 677,918 ----------------------------- p
677.918 2.6 315,020 0.0 -
6.7 Totals 3,239,724 4,244206 1,338,079 -`--- """" "-""""'0
1.0 677,918
7.Hybrid Securities 0 677,918 9.499,92736.4 6,214.315 27,3
7.1 NAIC 1.............................................. 9,499.927 0................................................ .................................
.2 NAIC 2.._......_.._-'...--"�---- � --
-....... --------- --------------------........................................................... .._............---............... ........_...._--....--------.0 "--------------.... . -........................... .....---........... ....
............ ...
7.5 NAIC 5
- - .... .._..------------
- - ._ ......-----.----------------0 -----------------------------0.0 --
- - ... - - 0.0
_....__...... ....0 ....
7.6 NAIC 6
.............................0
7.7 Totals 0.0 0 _ ._...__....__._._.._..._..0
0 0 0 U. 0
8,Parent,Subsidiaries and Affiliates 0 '
8.1 NAIC 1 -----------
8.2
IC2..........._....... ..........._................... .. --------------..._._-----. ... 0 .............................0.0 ---------------------------------0 -----------------------------0.0 ...
8.3 NAIC 3
------------------------- ------------------------ - -------------
8.4 NAIC 4....................'-'_................._.............. _ .._...-..----- ................. 0
8.5 NAIC 5._..."----'----------..--------------------- '--...............-...-----..... _......_......_---...----'--- -----------`------------
------------------------------ -------
--------------------------- ---------------------------
- 8.6 NAIC 6.--�--_.----�-`�---.._...._.._ `.----_.----.._.......------- -`-----._-----------'----'.`
0
0 0.0 ............... ...' ._......
� 8.7 Totals 0.0 p ------...-----------------p
0 0 0
0 0.0 0 0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D-PART 1A-SECTION 1 (Continued)
Quality and aturitv Distribution of All Bonds Owned December 31,at Book/Ad'usted Carr in Values by Mail r T es of Issues and NAIC Desi nations
1 2 3 4 5 6 7 8 9 10 11
Overt Year Over 5 Years Over 10 Years Col.6 as a%of Total from Col.6 %From Col.7 Total Publicly Total Privately
NAIC Designation 1 Year or Less Throu h 5 Years Through 10 Years Throu h 20 Years Over 20 Years Total Current Year Line 9.7 Prior Year Prior Year Traded Placed(a
9.Total Bonds Current Year
9.1NAIC t------------------------------------------------------------(d) _------.6.615,261 ................11.228.168 ................-7,247,043 ...._._._---------56,086 .................................0 ................25,146.558 ...... .........-----..96.4 ............_.XXX.............................xxx...............................25,146.558 ........................ -0
9.2 NAIC 2................... ...............- ..............(d) ................--....0 ......-- ............- ..0 ......................269,281 - .............-- _.0 --------------------------.0 ------._--------269.281 -.------------------.1.0 -- XXX---------- -----------XXX------- ._-------------..269,281 - 0
9.3 NAIC 3 _........_....._....._...... ...._.......__(d) .._.._....._._.._.....0 _._._......0 .._..........__.._.._...__A ............... _........_...0 ...._..__......_.._........_0 ............................._..0 .............................0.0 ............_XXX............................xxx........_........__..........._......_.......0 ........................._..._.0
9.4 NAIC 4............................................................(d) ..........................0 .................................0 .................................0 ................................. .................................0 ._....------...._.__._....-....0 .............................0.0 --------------xxx---------------..------------xxx-----------------------------.._..........._0 -0
9.5 NAIC 5----------------------------------------------------------(d) -------------------------0 -------------------- -----------------------0 --------------------------------0 ..-------------------------0 (c) -------------------------0 ----------------------.....0.0 ..............xxx..................I..........xxx......................................._...0 ........................._......0
9.6 NAIC 6........................................................... d 0 0 0 0 677,918 (cl 677.918 2.6 XXX XXX 677.918 0
9.7 Totals.---------------------------------------------------------- -------6.615,261 --------- 11,228.168 _.. 7.516.324 -----------------56,086 ....-----------------677.918 (b) 26,093.757 --------------------------100.0 -- ..XXX -......xxx.. - _26,093.757 ..................................0
9.8 Line Prior
as a%of Col.6 25.4 43.0 28.8 0.2 2.6 100.0 xxx xxx xxx 100.0 0.0
i 0.Total Bonds Prior Year
10.1 NAIC 1.. ................---............ --.._...----------....7.817,873 ......... --..12,953,417 ..................8,617.745 .......................B4.835 .................................0 __ .......XXX_......................._.._XXX....---......................29.473,870 -----------------........98.0 ------------29,473.870 .................................0
10.2 NAIC 2----------------------------------------------------------------------.................0 ---------------------._.0 _------------- ._272,100 ------------------------------0 ------------------------0 -------- xxx--------------------------x�------------------------ ...272.100 ---------------------0.9 ---------------------272,100 .-------......... . 0
70.3 NAIC 3......._. 0 .........- .........--_0 ....... .........._........0 .................................0 .......----.......... --0 ............__xxX..-' ........ -........XXX........._.................................._.0 .._...............-`.....0.0 0 0
10.4 NAIC a..............................................................._....._........._......._0 ._......._.......--._._._..0 .............-------------------0 ........................0 ._.._..._-----------------------0 ............._.xxx._...-------------...__..._XXX__.----------- --------------__----------.._0 .._.._ 0.0 ._...__.....__.._....-...._.0 _...................._......_..0 i
10.5 NAIC 5.----------------------------------------------------------------------------------------0 --------------------------0 ----------------------------0 --------------...................0 .....----------------------...0 - -XXX-........._...........XXX..............(c) ---------.........._....0 ...--........._..........0.0 .................................0 .... 0
10.6 NAIC 6.......................... 0 0 0 0 315,020 XXX xxx LCI 315,020 1.0 315,020 0
10.7 Totals.... .....----------------...----------------7.817,873 -------------12,953,417 ...--------...8,889.845 ...------------------B4,836 ---------------.315,020 ..---------XXX..------------------------XXX.__.__.---.(b) -------.30.060,990 ...------.....-----....100.0 _....------.....30,060.990 -------------.....................0
10.6 Line 10.7 as a%of Col.8 26.0 43.1 29.6 0.3 1.0 XXX xxx 100.0 xxx 100.0 0.0
11.Total Publicly Traded Bonds
11.1NAIC i-------------------.........._.._ .............. --...............6.615.261 .............11.228,168 --------.........7,247.043 ----............._56,086 --........----------'....... ....----......25,146.558 ............................96A ..... -- ...29.473,870 ---------------------------98.0 ---------------25.146.558 .-------.....XXX -
11.2NAIC 2- ----------------------- ------------------------ ---------------------------------- .269,281 -------------------------- ----------------------------' .-----------------269.281 ---------------------------...1.0 ------------272,100 -------------------------- 0.9 ............... 269,281 --------------xxx...........--
11.3NAIC 3. ................................... .---............................. .....-----------------------....... ................................... .__..............-............... ---.------------------...........0 ..............................0.0 .........---........"-._....0
....__-_ ..........................._0.0 ...- --....-----....--
i
D --------------XXX.---------
� 11.4 I 4 _................._....._.........................._.__._........._......_..._ ............._..__.._._.......... _.._..._..._._.........._ _..................__._.___. ....._.___._.._........___._._... ._.___._......___.__.__.__._0 .....__.._....._.__.._.._..0.0 .........._ 0 __--------------------------0.00 _.............XXX._._.........
------------------------
4 11.5 I s.................... . ..........--------------------- - ................... --------------------------------- ----------------------------------- --'---'------------------------- ------------------------------I.... ..........--'-............_.._o .. ----.........--.....o.o ..................................o 0.0 o -'--.....xxx...... --
11.6 A _
6._.._...._......................._....__.._.._.._.. 677,918 677.918 2.6 315,020 1.0 677,91,91
8 xxx
11.7Totals.............---------------------------------------------------------------6,615,261 .................11,228,168 ........... 7,516,324 ........................56,086 .......................677,918 ..............
. _...
.26,093,757 .--------.....------100.0 ............30,060,990 ..........................100.0 ..._......_.._16,093.757 ..............xxx
11.8 Line 11.7 as a%of Col.6...-----------...._------------------------------25.4 ............................43.0 ............................28.8 ----------------------..0.2 ----------------------2.6 --------------100.0 -------------XXX-------------...----------XXX-------------.------------XXX..----------- --------------------100.0 Xxx
11.9 Line 11.7 as a%of Line 9.7,Col.6,
Section 9 25.4 43.0 28.8 0.2 2.6 100.0 xxx xxx xxx 100.0 xxx
12.Total Privately Placed Bonds
f2.1 NAIC 1........_-.----------.._....._--..............__ ...........................0 .......................-_.......0 .................................0 --.............................0 .................................0 ...._...........................0 ..............................0.0 -------'--------............0 -----------------------0.0 --------------XXX..--------------................
1212.2 NAIC 2 ' --0 -------------------------0 --------------------- 0 ------------------0 ---------------------...0.0 ----------- -....0 -----------------...' 0.0 -` XXX..... ....................................0
.3 NAIC 3---------....._-------------...._....-- .................................. 0 .................................0 .....__..... _............0 .......................... ..-_0 .......----.....................0 ...----............... ._..0 ....................... 0.0 ..........*-..._------- ..0 .............................0.0 ..............XXX----...----------------.... _.0
12.4 NAIC4...........----------------------..........................._._.._._......_........._..0 ._..........___......._._..._.0 ...._....__.._..._-------------0 .._.......__._....___.__.__._0 _...._._...__.._....._.__..-0 .....__._.._.._._.__.._.-_._0 .._.._..__.____......._.__0.0 -----------.._.__........_._.-_0 ......_.__._.__._.._.._0.0 .__.....__..XXX.....__.._._................_...__.............0
12.5 NAIC 5.----'------...................------..__..-------.._.__....._.-----............0 __.....__....._..-----........0 ...--------....................0 -------..........._------.......0 ---.........-._..................0 .............-------._..........0 .........._............._._..0.0 ................__._.............0 ..................-----...0.0 _.............XXX............-.................................0
12.6 NAIC 6......._...._....................-'-----........__ 0 0 0 0 0 0 0.0 0 0.0 xxx p
12.7 Totals------------------------..__- - --' 0 - ........ -0 -0 ... ---0 --.._.._...._......._....0 . XXX
_ ....... 0.0 ....... ....... .
12.8 Line 12.7 as a%of Col.6..........................
..............................0.0 .............................0.0 ...._....----------.......0.0 .............................0.0 -------------------------0.0 .- -_.............- .-- .0.00 - .XXX....... - -..._.......... -......__0 .............................-.0- - .- -.xxx.........- . 0
--- -------- _0.0
12.9 Line 12.7 as a%of Line 9.7,Col.6, xxx ---------XXX.--
Section 9 0.0 1 0.0 1 0.0 0.0 0.0 0.0 XXX XXX XXX XXX g,0
(a)Includes $ _-------------------.......... freely tradable under SEC Rule 144 or qualified for resale under SEC Rule 144A.
(b)Includes s ..................................... current year,$ _.................................... prior year of bonds with Z designations and$ ...................................... ,current year$ ...................................... prior year of bonds with Z'designations. The letter'Z"means the NAIC designation was not
assigned by the Securities Valuation Office(SVO)at the date of the statement."Z'"means the SVO could not evaluate the obligation because valuation procedures for the security class are under regulatory review.
(c)Includes $ ...................................... current year,$ ..._................................. prior year of bonds with 5'designations and$ ............_..........._.__.....-- ,current year$ -------------------------------------- prior year of bonds with designations."5'"means the NAIC designation was assigned by the
(SVO)in reliance on the insurer's certification that the issuer is current in all principal and interest payments. "6"means the NAIC designation was assigned by the SVO due to inadequate certification of principal and interest payments. i
(d)Includes the following amount of non-rated short-teen and cash equivalent bonds by NAIC designation;NAIC 1$ .............................:NAIC 2 S ------------------------------;NAIC 3 S..............................;NAIC 4 S ...................... NAIC 5$..............................;NAIC 6$
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D-PART 1A-SECTION 2
Maturit Distribution of All Bonds Owned December 31,at Book/Ad'usted Car i Values b Ma'or T and Subt a of Issues
1 2 3 4 5 8 7
Over 1 Year Over 5 Years Over 1D Years 8 9 10 n
Distribution b T 1 Year or Less Throu h 5 Years Throu h 10 Years Throu h 20 Years Over 20 Years Total Current Year Col Line 9.5
5�of Total from Col.6 %From Col.7 Total Publicly TOCaI Privately
t.U.S.Governments
1.1 Issuer Obligations............. 2,691,367 ---------------J,901,680Placed
1.2 Residential Mortgage-Backed Securities......-_....----_...---...-_-- ........ -
93.047 ........................17.6 5, 3,988 °or ear
1.3 Commercial Mortgage-Backed 5ecurilies..._..-----.---_....... � ............ ...........___.....----'-- --.... ....._.---_0 _.._......... ._.._......._..._- ............... . .....---....
.. 17.
---D.O
-----'---------------0
....----------......--- ................... 0A ---------4.593-047 .. ._..._..._
i.4 Other Loan-Backed and Structured Securities_................____...._......_ ..--_-....._..... ...._.__._....___....._.... -__._-...._--__
0
t.5 Totals 0.0 D.0 _
2.AB Other Governments 2,691,367 1,901,660 0 0 4,593,04] 0'0 0
17.6 5.383,988 17.9 4.593,097
2.1 Issuer Obligations._..._._......_._.
2.2 Residential Mortgage-Backed Securities.___..-.._-----.---------------------------- ....._........................
--------------- .0
2.3 Commercial Mortgage-Backed Securities.-__.....__..._._..._--- ------'----...-------- _..------------ -------------..
..----.....---.------- .......D.O .. ....--
..-' .. ..O ..----------------- -
2.4 Other Loan-Backed and Structured Securities ....----..................... ........................... ..---..._.--...- _..--....
0 0 T2.5 otals
0 0.0 0
3.U.S.States,Territories and Possessions,Guaranteed 0 D 0
0,0
3.1 Issuer Obligations----------------_-.------------- p 0
3.2 Residential Mortgage-Backed Securities........._..._-------- - - .. .. ..._...----------------... _.-----------............ ............................ -...___....__............ _-......_._....
0
3.3 0.O
3.3 Commercial Mortgage-Backed Securities_......---------------------......-.------- ...................-- ---.._---------------- -------- --._-_------__..-._.- -- �---
......-- ,0 ----------------
0 ----------....---...D.O .....................0
3.4 Other Loan-Backed and Structured Securities................................. �-----��-���-��----�----�-��.o �---�-�"'-----"-'---�""-.O -..._
..... ............................0
._.._....._........._ .0 ...-__.-----.......------
3.5 orals 0 0.0 p ---- ---0
0 0 O.D
4.U.S.Political Subdivisions OFStates,Territories and Possessions.Guaranteed 0,0 0
4.1 Issuer Obligations-------------__--------_
4.2 Residential Mortgage-Backed Securities-_------- ------- -- - ------------..__..- ..._...
.__.---.------ ------------.............0,0 ....774.755
Commercial Mortgage-Backed Securities.............................................. .. .. ...._._.............._......_.. ............................... .. ........_. ..................-.......
---._.----'-----------0
4.4 Other Loan-Backed and Structured Securities-----------------_-------------- --�---..........._.........-- ------�--._._--.-.---.---.- _... --_-
-----'----0 --------- -------- ---.D.p _---------
------------ ----
---- 0 0 --.........._O
O 4.5 Totals � o ...................._......
m 0 0 g 0 0.0 0
5.U.S.Special Revenue&Special Assessment Obligations etc.,Non- 0.0 774 755 2 6
Guaranteed 0
5,1 issuer Obligations........................._.........................................................-------------678.197 .---------5,063.763
5.2 Residential Mortgage-Backed Securities---------------------------------------------- ------------6,163,351 11,905,311 45.6 15,548,424 --
5,973 18,519 --' -
------�--'---.....- ...14,894 56.086
5.3 Commercial Mortgage-Backed Securities..---..._._......._..._.. ......._----�--. .................. 95,472 .. --........_ ....---............_ -.....-_...
---..-...._.D.4 '
_...- ...._.....-- ...................139.508 -. ,311 .. _......0
5.40therLoan-Backed and StructuredSecuriSes--------------�----- ..-..----------� --------------------- --------.....-------- ----------------------- ------- ---0 -- _...D.O -----------------------_._..0 .. --------.__95.472 ------ ----0
Totals 0.0 p .................-...__..._0
684 170 5,082,282 6,178 245 56,086 0 12,000 783 0'0 0
6.Industrial and Miscellaneous �0
6.1 Issuer Obligations------........----..._._....-_..--....................................._...................3,239,724 ---.._.4.244.206
,687 932 52.2 12,000 783
6.2 Residential Mortgage-Backed Securities ..__.-. ""'-- ----------..1,338,079 677,918
--------------...---'-- �----------- 9,499,927
---------..-...36.
.---_..-_.8.214.315 .-
6.3 Commercial Mortgage-Backed Securities..--___-_._.--_---- -- - - ....--._..
..------------ -------------_.-- ----- -9 493
..................----0.O .............................0 --
.4 ter Loan-Backed and Structured Securities-------------------- ............................... .............................. ..-........_- ------�--- '
................... ....-_...... - D.0
Totals6.5
0.0 p - ------
3 239,724 4,244,206 1 338 079 677 918 9 499 927 0'0 0
7.Hybrid Securities 36.4 6,214,315 27.3 9,499.927
7.1 Issuer Obligations._.......___...____._ 0
7.2 Residential Mortgage-Backedrtgag-Backe Securities................................ - .- `--------_------------. ..............._.._-"..... ...--.........................
J.3 Commercial Mortgage-Backed Securities ...._-................................... ..-.._....-....-_
_D'0 ------------------------0 .. ..----" ------
-----...------ -- ---.D.O - ..-
7.4 Other LoamBacked and Structured Securities..................... `-..__----�--'�----�----- ----�----_..-..-----�---...-
a ---....-- .....o D.0
7.5 Totals g -------..........-------
0 -- --------0
0 0 0 0.0
8.Parent,Subsidiaries and Affiliates 0 0 0
8.1 Issuer Obligations.................................. p
8.2 Residential Mortgage Backed Secunt�es.......................... --- -
....----------'-...... '----D.O ......__.....----..........0 --
8.3 Commercial Mortgage-Backed Securities -- ------ --- ...._...
- ...........................O - -
----'---------------- 0 -------..DA -------- ----_------._0
8.4 Other Loan-Backed and Structured Securities__-------- ----------...------- --------- -
8.5 Totals ..._...._---------'---- -----------.....-_.D.O p
0 0 0 0 0 0 0.0 0 0.0 0
9 0.0 0 0 i
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D-PART 1A-SECTION 2(Continued)
Maturit Distribution of All Bonds Owned December 31,at Book/Ad'usted Car in Values b Ma'or T e and Subi a o1 Issues
1 2 3 4 5
Distribution b T Overt Year Over 5 Years Over 10 Years 6 7 8 g
1 Year or Less Throu h 5 Years Throu h 10 Years Throu h 20 Years Over 20 Years Total Current Year Line 9.5 70 i 1
9.Total Bonds Current Year - Col.6 as a%of Total from Col.6 %From Col.7 Total Publicly Total Privately
9.1 Issuer Obligations------------- Prior Year Prior Year
'-------.curities..----------..........-----.......---'...............6.609,288 11,209,649 Traded
9.2 Placed
Residential ........
Mortgage-Backed Securities............................._.....__._---.-_-...... ........................-.....------ ..._.D.4 XXX............ ............XXX. ._....._......----._.......0
9.5 Totals 9.4 Other Loan-Backed and Structured Securities. --���-�"'�"-""""'-"'""'� -"""--"""--"'--'
0 D ---0 - .....0 .. ----0 .. ----0 - --.95.472 .. ----0
p - ---- ----------XXX_..----.... ----------XXX..-------..._...I------------0 ..
---...-------------------------------------------�----------6.615.261 11,228 168 0 0 0.0 XXX ------�----�--.._...._0
9.6 Line 9.5 as a%of Col.6 -------- ...............7,516,324 .....56,086 677,918 xxx 0
25.4 0.2 2.6 - 20,093,757 ...... 0
10.Total Bonds Prior Year 43.0 28.8 ---.-100.0 _.._.__..,-XXX------------ ------.-__XXX_..-.---.---_._.---.--_.20,093.757
100.0 XXX XXX .............................0
10.2 Issuer Obligations......-......_._-------_...ies..._--------........................-----..............7,790,120 XXX 100.0 0.0
10.3 t0.2ResidentialMortgage•BackedSecurities......................................._- ����--��---�-12,926,497 ....._.........8,889,845 315,020
27,754 ----------.XXX-------------------XXX.--------.- ---29.921,482 --------------..........
�,979
----........._. _ 99.5
Commercial Mortgage-Racked Securities..... ----.. ---.......---- _._._--....---.-- 84,83529.921,482
0 -------........ 0 XXX- -............XXX..--... 39,508 .-----...
10.4 Other Loan-Backed and Structured Securities.--------....._.---...... --....._.....__.._......0 ...........................8 .. ................ .............................0 .. ----p _..... ----D.S ---..139,5D8 ..'--.....---------.......0
10.5
--"_...XXX_---------------XXX------------------------------------0 ----`----
0D0
o s- ._.....------_ -- 0 0 XXX XXX
----------------------------------------------- -----7.817,8740 ........................._.0
70.6 Line 10.5 as a°/,of Col.8 ..............12.953.416 ....._..._. ----- 0
...8,889,845 ......--..--..._..84,835 --.315,020 0.0 0 0
26.0 ......._._.XXX-----------._.__.XXX...--------------30,060.990
t 1.Total Publicly Traded Bonds ��1 29.0 0.3 1.0 XXX 00.
XXX 1 0 -------_-30,060,990 ._
ti.tlssuerObligations..............................................................................................6,609.288 100.0 XXX
1 t.2 Residential Mortgage-Backed Securities_....._....._..._._.......--_._-.-_-_ .----11,209.649 ---------------7,501,430 877,918
5,973 --------------- .._-.------------------- -------------- 25,998.285
.18.519 - - ---------- ----....99.6 --
------._........._ ..14,094 56,086 ---------- ..--------29,921,482 ._...--
11.3 Commercial Loan-MortgaBacked
and
Structured
ct SecuritiesSecurities.. 18,519. _. 99.5 ..
100.0
-------------- ----.._....----- ............95.472
------ .....D.4 -- ------------139.508 .. ...----.-25,998.285 ..........XXX.-------0.
.4OtherLoan-Backed and Structured Securities.__.._.._.-.--__---.-.---_--_-_._ " "'""`-""-�"""'"-' -"'-----�----� --- -��
...D.S
-- �--.--.--. 5,472
7.5 Totals.5 a ---------------------------........_....._.6,615,261 - ------ --0 .._..._._..D.O _
11.6 Line 11.5 as a%of Col.6......................_..._... - ...._....__.11.228,766 ..........---..7,516,324 56,086 877,918 _ 0 ..---- ..--........_..._... ---- -.....
0.0
..."......'......-- 26,093.757 100.0
........................_.....-------..._......_..----..__25.4 43.0 ._...---------- 3Q 060,990 --
17.7 Line t t.5 as a%of Line 9.5,Cal.6,Section 9
--- --- -._s6.e --------- --- --- 100.°
25.4 - _100.0 ...__......_XXX....---................XXX........... -------- ...-----...XXX.------
� 72.Total Privately Placed Bonds 43.0 28.8 0.2 p•g ._..........XXx...................................100.0
100.0 XXX XXX XXX
� 12.1 Issuer Obligations......._...-'_..._.._.._........__`----------`-----------------------.--.-..-..-...-_.........._...0 ----------------------------- -.'..... .....
cD 12.2 Residential Mortgage-Backed Securities.......... 0 ----------------------0 --
700.
p xxx
o _..
..---_.._....__....-0 -0 -D.0
12.3 Commercial Mortgage-Backed Securities...--.-------.....--..---.._..._. '..............."...... _...0 -._._....----...-._.......0
._....------- 0
A.
.4 her Loan-Backed and Structured Securities.............................. '---.....__----------------- ----.------------_- ---.. --------------...-_--
.............................D ..._........_.__......_......0 _.......
12.5
Totals 1_....--.............Col-.._.........---......_...-----.._......._..........------------- 0 '--.......---......._.._...D ..--------............._.0.0 _-----.XXX.------------- -----0
12.6 Line 72.5 as a%of Col.6--------------------- D ---------0 ---------
0 0.0
---- ---------------- --_-D.0 . - _ ---.....D.0 --------------------------
O.D xXx
t2.7 Line 12.5 as a%of Lina 9.5,Col.6,Section 9 p �-"�--"-"------� ..................D.0 D.0 -........_._..........0.O D.0 ---------- .................. 10 ............X X_._..-----
0.0 0.0 0.0 0.0 - ...XXX- fix- -- X -
0.0 0.0 XXX XXX XXX .XXX-------- ----.._..-----------..D.O
XXX 0.0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE DA - VERIFICATION BETWEEN YEARS
Short-Tenn Investments
t 2 3 4 5
Other Short-term Investments in Parent,
Total Bonds Mortgage Loans Investment Assets a Subsidiaries and Affiliates
I. BooW'adjusted carrying vaWe.December 31 0l prior year..................--------------------------------- ---------------'------------- -'
3.430,635 ---------------------------- 0 ----------------------------------0 --- 3,430,635 --------------------------------0
2. Cost of short-term investments acquired
--------------------.18.864,592 ------------------------------ - .-----------------18,864,592 ----------------------.-------
3. Accrual of discount.....---------------------------------------------------...---_-------------------------------------.-----—----.---------------------...-------..
------ - - - - -
a. Unrealized valuation increase(decrease)-----------------------------------------------------------.---------------------------------------------------------------------------------..--------.-----------------
---`---- --- -- -----.. ..
5. Total gain(loss)on disposals--------------------------------.------------------------------------------------------------------------------------------------------------_.-----------------
6. Deduct consideration received on disposals.........--------------------------------------------------- ------.-----------.------------.-------------------.............-___
-.16.234.540 -------------------------------------------- ------------------------------------------- ........--.........--16,234.540 .............................................
_.....
7. Deduct amortization of premium----'--------------_.----.._-----------'------'------'-------"------"------....-----------__-----.....----'----------...----
B. Total foreign exchange change in bookradjusted carrying value---------------------------------.......................------------------.------------------------------..
----------------------------
.. . ....._.....
9. Deduct current year's other than temporary impairment recognized............_..._-----------------.-------------------------------------......---_--------------------------
10. Book adjusted carrying value at end of current period(Lines 1+2+3+4+5-6-7+8-9)----------------------------------------------------------------------------------------------------------------- ............6.060,687 .... ....-..p ......0 ..... ---..............6.060,687 .................:----------------------0
11. Deduct total nonadmitted amounts----...------------...----...---...------------....------....--_------_.....---.....-..-..............---------.......------....._-......-----.-.....---................---................._----.
0 ...... _.....--.......- ........... ... .....................-----------. ....-------------------.------.. ...... -..------------------.----------------
O0 0
12. Statement value at end of current period Line 10 minus Line 11
6,060.687 0 6,060,687
(a)Indicate the category of such assets,for example,joint ventures,transportation equipment: Money Market Accounts and Comerc ial Paper
ANNUAL STATEMENT FOR THE YEAR 2013 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
S111,S112,S113,S114,S115
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
SCHEDULE A- PART 1
Showin All Real Estate OWNED December 31 of Current Year
1 2 Location 5 6 7 8 9 10 Chan a in Book/Ad'usted Carrying Value Less Encumbrances 16 17
11 12 13 14 15
3 4 Total Foreign
Total Exchange Gross Income
Current Year's Change m Change in Earned Less
Book/Adjusted Other-Than- Current Years Book/ Book.: Interest Taxes.
Date of Amount of Carrying Value Fair Value Current Year's Temporary Change in Adjusted Adjusted Incurred on Repairs and
Date last Encum- Less Encum- Less Encum- Depre- Impairment Encum- Carrying Value Carrying Encum- Expenses
Description of Property Code Ci Slate Acquired Appraisal Actual Cost brances brances brances ciation Recognized brances (13-11-12) Value brance� Incurrese.82,
...._-_...51.Lr -_.Slissami_--------------- -DS/021199.......--_-..-..2.290.0ffi .............. ................661,573 ....-...-.--.1.66'.573 ....__......._.9J.823 ..__-....-...--..---.--. ....._- --_ -- .93.823 -- - -- .. -...............
H.Off ies-1717 NiCEen C,L2I1:art.-....-.-..._.--. .uia....._.-_---..-.- ......__-.
.............. .._.-......-- , ......._...-...... ........... .
0299999.Properly occupied b the re rtin entity-Administrative z.293.a�s a 1,641,5 3 1,861,573 93.8?3 0 0 (9�.fir37 0 160XW
0399999.Total Pro err occu ied b her run enol 2.290.035 0 !,581.573 1.641.573 93.923 0 0 193.--- 0 ISO.000 780'82'
..... ....................... ...............I............................... -----------------
...........—...............................................................
............
.
...--...............-- ----........_................----"---.......------...............----......_...........-.-................"---'..................
--------------'------�------...---.....-_.----------------------'----- ----------...-----'--------'----------------- ---...------"--------...----'-'---------.....-----------..................- -.. ...........-----
-------------------------------------------
.-....------------...-----------_.----------.- 1s6.wo rs.ez+
m 0699999-Totals z.z9o.a s 9 661 s73 661s73 o a23 6
0
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE A- PART 2
ShowingAll Real Estate ACQUIRED and Additions Made During the Year
t q g 6 7 8 9
Location Additional
2 3
Actual Cost Book7Adjusted Investment
Valu
-----..... Date er .._....meof
---....at Time Of Amount
......E Amount ot......._.. .Le Carrying bran Made Alter
Description of Property es Acquisition
...
More 011ice..:.7:7 Bi�ton Creel Gurl......._..._...-'-------'—_--------------_.st.:vis---..---.....Cil ----....rusr^uri.._.State......---. �°�7ptd..---sm i^r�antcr rcctin Name of Vendor Acquisition 13.'77 Encumbrances o Less Encumbra 23 571 .........---.._.......-----.....
57' 0
0199999.Acquired by Purchase
................_._---....------................._..........---........---_......_--`........__............................"............_.............._.....................--.......------._................ ..--.....__._..............--'-........................---........_.-----...........'-----....._..0..........._....................
.........._...........`.----._........._....--._.... .............---.....'---........-._......--.......................................--...._. ...............'--.. ..................__...............--'-'...................._......................._..---................._...----- ........0---------............-
....----.....----------------------- ------------------------------ ---------------------------------------------------------------......-- ...........................__------..............----....................._............0........__._.......
...........__....----.............................---......---.............._....-----_.................----.........----.........----._....-.........................._.
_ .
."............'......._.._._......._.... ............_._'."........................_.'_..............'..............._.........'............_...'......_..._.... .....".........._......__23....._........-......-.......' -0.
.............'... 235._'....._...._.............._........577
0399999-Totals
m
o
N I
ANNUAL STATEMENT FOR THE YEAR 2013 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
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1
Showinq All Lon -Term BONDS Owned December 31 of Current Year
1 2 Codes 6 7 Fair Value 10 11 Chan e in Book/Adjusted Car in I Value Interest Dates
3 4 5 8 9 12 13 14 15 16 17 18 19 20 21 22
Total
Foreign
F Current Exchange
Year's Change
o
r Rate Current Other- in
C e Used to Book'' Unrealized Year's Than- Book/ Admitted Stated
e 1 Obtain Adjusted Valuation (Amor- Temporary Adjusted Eftective Amount Amount Contractual
CUSIP d g Bond NAIC Actual Fair Fair Par Carrying Increase/ tization) Impairment Carrying Rate Rate When Due and Received Maturity
Identification Description e n Char Des. Cost Value Value Value Value Decrease Accretion Reco nized Value of 01 Paid Accrued During Year Acquired Date
.. .................................57..__.._.._ ._._._._........._......................__.250.3u ..00.0790 ..................w:!98 _._..........._.150.000 ._...............250.221 ...... .............:`271 .................D .................0 .....0.300 ......0.337 KN........ ....................__.......':71 .........._..__1106 ...➢5/07/1073__._...M/15/204....
37269.Y.B..._._J.S..r7aswe WB......___.. _ _ ..._.-- ------
:.5.'rauur 62(3 -------- J31 ............._.._!......_.._._._..........324,42 ..3.4860 _._...._.____.823.US .._.__...........325.000 .__...._..___.._325.620 .__.._._......_D __..-___.:03 ...._..___.D _.D __._.0.150 ._..A.9G A0.--.__ _.____..__.... ------------__-7.125 _ _ _
912818 Ji 0._._..J Y _..._. r5.887i -----------------D _ ...D _...1.360 .._..A.000 a3.._ 0.81! ..0.19 ._0019/911... .-09/919711--.
911826-LO-f.._...'J.S.lreaury Ncte............................................50... ..........._...._I......._.........__.._..318:188 .101.6720 --_--.._._...._.305.0!6 ......._._.......300.000 ...................101,138 ..._........._...D .........._ .. ..........----- ------_-_
...... .
-, ........__._Bl._ ...._....._.503.905 .!00.3400 .................501,75➢ _.........------2MJ.S. ----------- ------- ___.._._ .....__..__. -_._._.. _ .....__._. _....._..-
- - _ 7 11._._-_D7!;r:/2015...-
._...t....... ..........314.648 171.2890 ......383:584 ._....._.......375,000 ......_.........374.8'3 ......_......_._D .................70 ......_._._.....0 ... _...D _....1.x00 ._....7.52)JJ__..._. .. ..-.2.339 .. _._.0.6:5 _._D/20/20
912628']X-!....._'J.S.'reasWY Vate....................................._................... _..... _------._._
.._....__._----- ._-------------±_...._..........._...._.217.75! .100.0980 ..._.......__..?25,717 ...._..._..__..78.000..................2Z4.918 .....__..........D ....._..........85 .................D ...........__._..D .....0.250 ......0.230.L'...__... .....................15.....................563 .._.03/Div 0/2072...._...12/75/20!x....
SIMS 2-4...__J.S..remu7 _..-----....___............. ..__._ _
.700,734 99.9220 ...._439,6'.0 __500.000 .................503.531 -------------D .__........_1977 .._......_.....3 _....__......_.0 .._.1.380 .._...0.330 FR....._- ._......__._.....103 _......__------.._M198 _._13/04/2013._.._. /i/ 1 ._..
912628-'!!-➢._....0.5.7nasurY:`hte............ _53.__...... ..............__ .. ..._......_ _._._.._._...._ _.-------..
.�.. ..........773.728 .!9!.6760 __777,810 __...............775.900 ._............._174,458 ....._..._....._D .........._....317 .................D ........_....._.0 _..__1.250 Yi6 FA.....__. ____......_.._.._8`:7 __.2.297 _..➢9/07/2010_.___LP
912528 N4-8....._J.S..raa6lay NI............................................... ........ ......._...................__._._. --............_
/ ..-g0_ ..._......_....525.287 .103.1063 .................525.557 .._..____._..525.000 ................525.!35 .................D .............1117) .........__..__D ....._._...._...D _....0.2517 .....0.29 W..._... ................712 ..................7.3!3 ...11!77/2072... __lt/3]1911....
97268-:Z-3._....:1S:reuury Y.8_...___._ ._..... ................._i......_
97289-0it...._..i6'realm N51e._......_...-----.__.___..._.................... ---------------...2._...---------------7,729.766 -]03.5630 ._.._.._._.._1.138.973 ........._....7.100,9011 ....._.__.__1,736:377 ..-_.__..___._D .__..___14'.5031 .._.__._.._....D ____._..._._..D -..._4.250 ._.._SAM LLY__---- ------.__-.....5:417 _........__._46,750 ...19/71/2011-__....11/15!21!4....
0199999.Subtotal-Bonds-U.S.Governments-Issuer Obli .tions 4+704 608 XXX 4.612.395 x,550.000 a.i93.ow o 149.4111 0 o XXX XXX XXX 2.660 %0.070 XXX XXX
0599999.Total-U.S.Government Bonds 4,705,608 XXX 4.6:2.395 <,550.000 4,03.046 D (43.471? 3 u XXX XXX XXX 12.668 75.078 XXX XXX
1099999.Total-All Other Government Bonds 7 XXX e e D o 0 3 o XXX XXX XXX e o XXX XXX
1799999.Total-U.S.States.Territories and Possessions Bonds o XXX o 0 0 0 0 0 D XXX XXX XXX o o XXX XXX
2499999.Total-U.S.Political Subdivisions Bonds 0 XXX o 0 o D 0 D 0 XXX XXX XXX 0 o XXX XXX
1 ar..................... .......1FE.--...................798:`:40 .732 A380 ................10x,076 ...._..._.......200.000 ....._........._399.!?6 ..._.._...._....D ___.......158 _..............-0 ........._._.....➢ ....3.130 ....._3.270.0......_ ....................52". ........._....5,253 ...78/9/2(A9_._.--.i2/OV976....
996054 n�4__.._012 SPnn�:h Sf1l(0119 Fan F ......._.._.. ....__.. ........ ------__. _ ___........
. 91st!1101_._.._...__._.._ aec ...___...___....505.007 .]02.5120 ._........_.__fs9.379 _..............005,000 ..................fi05,06D ....._._......D ._....... ....➢ ... ..__D ....0 ...__5.100 ......5.100 315....- ........_._10.285 ----------12,
.._D6/10/2008.._.._- t
,9439-s-2.__...Butlzr<rly<arn;011 Sch ------._-_.._... .........._ .. _....._- ._._._-. __ - _
_.501.255 ..93.985➢ -_46„025 ..............._500.000 ........_._...__506.090 ..._.__._......_D ....._..._._17451 .. ...3 ._.0 ..._2.500 _.._2.79 Ii...._. _3.072 ...72.503 .._15!tb!2o12......_05/01/927_...
.. ....... ........._._....,rc._......._......._ ...____...-.._
m 75059433-3...__.Cesar 3alies lR................. ...._..__.......504:275 ......_... __._..... ....__..__ _.........
.__. ---,-D ...D ... _..➢ ....➢ ....3.300 ....._3.99 JJ_._.... .. ....8,258 ....16.575 ....10/27/2071.......07/01/9:9_...
!6319&7E-2.......3lelal A1IY'ds Public illi lily Gist.................... .......... ..._..................500.000 .100.8470 ._..........__..5`0,000 .................5`0,644 ...__...... .............. .._._..... .................
O 1 t N^ ._....._..S}... ..............._Fc._._._.._.....___._.295:705 .704.9260 _......_.._.__.289.547 ---275 ...____......190.875 .................D ....__...(2396) ._............._D .................tl .3.000 .._..2.000?b.--._.. ..._......-....2,750 _.._ _ 1,253 ..33/14/2012.......03/01/99....
.171 W,t7 r1C&h 310 .3_....._...___. __... ..--_--.-- _------_-- -_-
r n' Fe.... ._..............107.799 106.459) .....706.459 .....]00.000 ........_._..._'05.093 -....__._._...D ..........1!,0791 .. _._D ._.D ._._3.CK0 ._....1.600 HS... .......... '007 ..._...._.3,070 ._13016/912 ...A-�/Ot/979....
!BN7A-3625........lar CwntY p Rd Bch.101 4c 5....._.__..........__...Sa......... .................3_ ...._.._.._. ............ .... ._........ _
-- - :' ....JaL._...4............._.303,333 ..99.!780 .._.............297.5.8 ...........__....3`0,040 ........_._....302:682 ................_D ........03331 ...____ ....D ._ .__D 3.69 .....3.SA0 OJ........ _......_.....3,766 ...........
,Iver.X Uni nr)1st._......_.............................. _........... ............
.. _ ___....._
............._._79.100 .707.'4&7 .............._..A9fi,4a3 ._.._.__.._..___650.000 ...._.._......_.:73.!94 - "M
._...-.._S?.?967 ..._....._....3 _ ....D _...3.( _.._7.937 EN........ _ (3.991_ ..79.573 ...111/28/912.......�t/0119?9_...
91256-,9 4._.....0/WII$c1 Jn"-ity ei ll:.:.:wr:....._.__.__.._......Y7_.._..... _.._..__.__.._.ter.._ .._........ _..._.._.-_
-'5.93 .105.7400 ..................Tr,2116 ._..._........._3.765 ..____...........255,750 -----------------D .._..._--------17 ._._.........._D -__........_....0 .....5.000 ...._5.35:B3V_.___ .. ..737 ........... +JIB __03/07/2056___..D7/Ot/9a....
_--
3126Po-W-2....._FEE.tt!fi3.E 4 4.0260..............__........................_...... ........------ ...._..._...
G! 1'D6.1006.......10/0/2023....
...................231,839 008.5170 ....25!.3'7 .................200.812 .................210.011 ........._.._....➢ ..............172 ................_D ........_........0 ...._5,009 .....5.!50 lY62....... .. ..!.037 ..11,
31411L-00-9...._..F .SIC PSssfhtu 254911... __....._._.._ ............ -. ............. ...._..._ _ __._...._... ......_...
...._.t..........................50.099 _1[:.8080 _.._.._....__.109,754 ._...._..__.____97:626 ...........97,871 .._..__......._.D ...._...._...0331 .._.__.____0 ..._0 ..._1.000 .....fi.59 L94...._.. _. ....488 .._5.858 ._11/01/2006.._...70/01/.'036....
314100 K59__.....?iY.ulc Passthru 994705 ............__ _.._.._.._ .. _---_-.._._ ....__._
fi,457 .!06.3733 ...50.460 _..._..___..._.-47.563 ...._____.......47.740 .__......._....D ................68 ....__.__._....D ._.._-....._._.D ._.._.4.690 ......4.870?SN------- .. ..:95 _ ..._2.135 _ !!:29!2005...__-11/01/915-_-
31377!liy..t....._FYN.001 r 27007.----..._......_.-----------------------............... ..............._..,............................ _........._._ .......... _.__...... ------_---- ..._.....
1. 01120214
._ .._ _ ...__-.............._..._.__.225.695 -]09.29) ...........__.-213.938 .................223.164 .................223.ie5 .._.............D .............,r 2631 ... ...3 .._0 _....5.500 .....2.760 0>\'...._.. ..._._._........4,610 .........___8:500 ._M/tt/917...._.-JO/01/20'2.7!5 _118115/2008 3...
714037 0.4_.._.977.0 P.cl+745752 ........... ........... _ --------__ ..._._.__. - -
a _ Fairfax Cunni VA OWN Aurin 9rc -522.637 .!78.7040 ___..___._..533,99 ......_..._.....740,000 .................5::.4:4 .._..__..__....D ._......_14.9421 .. .._.. D __......... - -
70309-d-9...... Y .....__...__._ _.___._....____ ..........._.._ D _ ..___ ..__._.... _ 2 512( .... _ '
..317:25 .....295.000 ...............329.coo ,.........__..D ........_.7'Y ..._... _ __0
7784-NX-1..._...Sul I1srG 3ttY N............... ..................338:017 .107.51{0 ...._..._...... ............ D ._ .. .. .... 4 700 Po.... ...._._... 3.59 .........
46 ............................................... .................1FF--__ ....._.._. ._....
, .....+.fE....___........._..503.007 .!03.0980 ..............._537:590 ._.........._...5`0,020 ..._...._......20.000 ..__............. .........._._....D ... ...A ....0 ..._.4.51.0 .4.900 LtS........ .. ....0:167.................24.500 ....iV10/1W9.......�/O7/?J2'.....
407780-14-0..._.l;ckun[nls Y3 PeerS Seh„1st.._ ........ ............. _._._._.
.__7FE_._._........__._49'1:300 .]02.459 ...._....__._.52.263 .._._.__...._.500.000 .__..__..__..._.493.073 ..__......___._ll ............._441 ..._..._..__...D ._....____...0 ___4.120 __..7.320 .�...___. .3.76] -____....._.2'..19 ..__i 1/76(62.09.......12/07/275_...
563033-A3-6....._Nard:st tan YS Sal ka,a7 SPI Oil 19 Ra._-...................__------ ..__..------_ .--._...._ _-
.- _ '?.................._.500.590 ..99.49 f0 ...._....._......197.455 .................500,[00 ....__...........500.422 ........._.._...0 ------._....- ._--------. _..-..._._. ------...__ .553
5676471<-7....._.Bsrcal<.nty YJ I?Vi.........._.........._._................. .._.............. ................. ...._........_ ..... ....._.... .' .9
_ .. .............. .._.!.-.E..__._...............723.594 .!.03.4470 ------_-.._.....170.454 .............110.000 ..........._.....:13.704 ................_D .........1,2.9741 - ....� - ....0 59500 _.._3.880 JJ........ .. .3,T5 ........... 6,775 ...07/220 2009....._00/01/:075....
505915..2X..7._.._A!ssw,I S,Enr1-tal 1,v t III,.................... ------.__..- -� ._.__.... ..._._....
.706.7133 .......__-..__159.!%7 .....___._..._.750.OD3 ._...__....._.!50.000 .._....._..__D ....._- _.__0 ...___...._3 _..0 -__.5.250 .__...3.2`11 ke.._..... !.625 ...5.!78 ...181;1/200@._._.9910+/916..._
.__...._. ------.__ --
7 "O'.i918_.
_ _597.8'05 .'.79.7510 ..............543.773 .._...._564.000 __.___.........01.981 .................D .._....._14.867) ... _...0 ....D _ 4 SIX, ....3.356 1.N........ _ ._3,733 --------------_71.275 .._JO/1/910...._.IW
.0.No Nl nswri S.4,Y5......................._............_.................._._ ...__._......_.1FE................"_- _. ------- ......___ -.........
_, .................300.030 .'07.':083 .__._..._.....321.324 .................300.000 ........._......300.0`0 ......_.........0 .................D ...3 ......._.......D .._ASM ....x.600 IN..___.. -------------3,000
......._...14.x06
'336*w-6..._-N1sswrl S.N7y..................- ----- ......_ ...._....._.....1FE._.. ............ .....__.. - - 000 --
.._......._......599.0'.2 .10;1.5463 .......___.....lid,79? ..._-__.._.__.300 000 ..._.-___._...95:731 .._....._......_D ..............019 ............._._9 _..0 ..._9.500 1.710 W........ "-3 ..____
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fi3fi3Fw--?2-7.......Mi-i Si..er Fin 9rC Inl rss11ue1 .__........... ....._..._._.1. ---_-- ._....----
. ...1�c......................359.79! .730.3360 ..........._......709.226 ._.........._...39.000 ._..........._.:030.543 ..__..........__D ......._(!!.52j ......._._._._3 ._.... ....11 .::.250 .....0.670 JJ.____ .903 -..!3.673 ...D 1:i0./20�72 _.D7r3117J 5....
507340-9-S.......Nisswl SI En I""..mtel lyl 911......................Sa....._._ ............. -c ....._.... ....._.... .4......_. ...__.--
.___e_........__....._...MOSS .105.49N .................316,4,70 .................300.040 ................300.000 ......_.......➢ ..... _....➢ ....D - ... ......._.. _
6564646.,/.___.4er L1tsr IY A-ekm .. .. ..... ... .. ...D 2.640 _---.------ OB 970 12/0'/9:_
.........._._... . ."--_------
---- --.._7.639 � .:,59 73 95 Dt/ / ........ .0....
._.-_....._ %c.............._......5!7:873 ..06.5300 .__....___......462.540 ........-...___.500.000 .......__-._._574.347 ..._.__......__D .._._._1!.9181 .................D ........._._..._0 .....2.150 ....3.ISO!N... -_-_.._1.92 -----....13.750 .32'12/912...._AD9101/2015
549719.31-9.......!ka Y.1k„i tY YY ....._.... .....
.........100.050 '03.669) ....2J?,338 -.200.000 ___........270.000 ..............._D ._.............._0 ...3 .._0 ._..3.180 ......3.160 83.-.._.. .. ..1.!9 ....5,367 ..17/72/2Me...._.09!01/975....
6620}05-1.......Ncr lh 7s:hn f1r'list l 4Ir$Ys Pt................................... .................iFE..._......_. .: ............. _............._ ...._ ............ .. ..... .......... ..........
-- _570.073 ]03.149 ....5 6.210 ..............SUQ.000 .................500.000 .................D ............__.._D ....D ....0 ..0.750 .....3.7eA JJ..._.... .. ....9.375 ...78.750 ...11106/910...._.-07/01/2'8...
679468,C-0_.....Olathe XS x1r Srr SYs n7r Sul l0.........................._..__....._ ...__....._.___.'--z........_.._...__. ..........._. _. _ .__..__ .........
, , ..`:_. .................7%1.730 ..93.4033 ._.._.__.___..x68.373 .._.._...........500.000 .___._..._.__533.637 .__...._...._.0 .....___.._(660 _.._._._...3 ._.___-.....__.0 _.2.79 .._._2.700 JJ._._.. .. ..__5.623 .._.._---11.3)2 _.'16/13/902._.._.07!01/2021....
1!89'.405-6.......9M.n1x�:Var lnu.:FlrP.se ...._. __ ........_.
. •'• ..............501.503 .'OB.0603 ......542,330 ...500,000 .................503.18? ..D ......_._.07.3791 .___._.....0 ._.. ....0 _....4.500 e.TO AO..._... 5.625 . ...........22.500 ...09/10/2009__....10/01!2:6...
8:5568-.i-d......Seayelck"IY S Jnl ...................................... ................_:_e......... ._._....__ ...-_...... ............._. .. ........_ _.....
_ 1 __..59... ._.]rIL------.._..._-------.13'7:200 .105.9200 ..................105.326 ..................100.000 ...._......_..._306.!52 ........._.......D ._...__...1- ._..............3 _.. ....0 .....3.gNJ - '1.770 313_..._.. .........._ '.825 .___.__-3.375 ...04/26/912..._._.03/78/920....
79152 A,::__..Si.Luis silty.Al P.v - ...._. ___...._. ..._... _......... ......_.._ _
791319-i-0._...8l.L-uls Cnly!d.4702 Sch Olst 53.. ._.._.._...------c......__......_.._.111,4u .:07.1090 ._..........._.'07:700 __.._..._._----ID0,L00 _............._:03.585 ...__.........._D ... 0:.4617 -......__...�➢ ...._....._D ....3.380 ......_... .._..... 0
_.._..
..533,037 95.89e.7 ._.._...479.q0 .................500.000 ...-- ..._............_D ............_._D ... _._D ... _..D .....1.940 .....2.940 FA-------- .. ....5.559 _..14,777 ...01/06/912.......18/15/99_..
8990644-3.......re7as S"`ech Onir..................... .................... __................!.c................._ .. .......... .__........ .................----------------- .................
.___.. ..._2.2,7 .._5.32' __12/09;2011._....DB/Ot/�._
907097-E3 7.__.',F1lcn.M tllr.Ls/Sxr...___ ___
979'0a00l-5....._.f.-hi tm 31:Wlcf Ahicix Full........__..._..___............ ......__..-----c.------.._..__._._!32,13 -!74.5700 _._._.._......159 795 _._.._____._.100 020 ...._...___...:58.160 ......_...._.._D ._.....__(2.2021 ._._ _ .....D .. _ __....D __...3.550 .._....950 A.
2599999.Subtotal-Bonds-U.S.Special Revenues-Issuer Obligations 1z 002.772 XXX 12,039 379 11 609 84 n.ws.372 0 046 80% 0 3 XXX XXX XXX ;1s 93 763.263 XXX XXX
e _ ..._t.._.......___........_.0,827 .777.8343 ___..__._..._._!2.!62 .............._...10.614 ............_.._..!0.8%Z ............._...0 ......___.__._2 ._.._....,___3 .....__.........0 ._.__9.tt0 ......3.030 WY....... .............._.....Sa -,........_......&52 ...11/28/2002.......02/00/932....
312921-W-3_......tK 3:00(A7292..._.__.. ...
....7,606 .!7•,88!0 ._.................8.556 _._._._...___...7.650 _.._....._........7.547 .....___.__._D ._..._._.._-._2 ._.._...____.D ._._......._..D _...b.000 6.100 AOV_..... ._..._.._._.......38 ..._.____.......1`A ...02'15/2002.._ 1l ....
31287Nrx 5...._..FrVx 4..37'CM7......................................._.._......_...... ._._.........____!------.------.....__.._
3t30A;r.rZ..S.......962607010.............. .....95119 .711.fefl0 ........_......_..!7,8!5 ....._._._..------..9,ea1 ....._._..........9.517 ._..............f ........._.._..3 ._..............3 .................0 .....5.L00 ...._6.100!462..._.........._......._....a8 ..................S.rA ...'16!5/2040.......00!00/937._.
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 1
Showinq All Lon -Term BONDS Owned December 31 of Current Year
t 2 Codes 6 7 Fair Value 10 11 Chane in Book/Adjusted Car 'n I Value Interest Dates
3 4 5 8 9 12 13 14 15 16 17 18 19 20 21 22
Total
Foreign
F Current Exchange
o Year's Change
r Rate - Current Other- in
C e Used to Book; Unrealized Year's Than- Book/ Admitted Stated
o i Obtain Adjusted Valuation (Amor- Temporary Adjusted Effective Amount Amount Contractual
CUSIP d g Bond NAIC Actual Fair Fair Par Carrying Increase/ tizalion) Impairment Carrying Rate Rate When Due and Received Maturity
identification I Description e n Char Des. Cost I Value Value I Value Value Decrease Accretion Recoonized Value of of Paid Accrued Durinq Year Acquired Date
31a"66L-614
31371L-FY- .....F'23A A6!!P034 191704.50 ................... ..-_----------- ......_...__.._._14.893 .................D .................(9).................. .__._.._.........0 7.030 8. KM....... .......a .......254 D2/22/1003 02/25/3/
P131 P22...... 106.313 ------------5,973 .._._.._...__...5,973 -----------------D ------------- 0 ----------------0 4.670 4971073' 269 ....
._'.2/21/2004..__.L8/01/2D!4....
3713733=l-0.......=NU P31 t MOM..................._................._................... ................._'...._...___..............01.314 .00.7300 ..........__..._...;.0.996 ..................30.771 ...................30.50t ............___D ...............10 ._.._._._..._._.0 ................_0 ...._a.50w ._.__8.599 K&....__ --------------------213 ------------------2,6'8 .._12/25/19N...._...12/25!3/.124....
35010-21.-t------.P.10 P00.456776.................._.__.._.............._..._....._....... ...._......__.....1........_.__............15.887 .111.0130 ..................17,914 ..................16,137 ....................5,96, __
, .........._-_D .._..._..........7 .................0 1._.._......_.....0 .....5 ._
.000 .1.6.110 VA___.. -------------------a1 L.._.................997 ...021111 Ass........12/07/'429....
2699999.Subtotal-Bonds-U.S.Special Revenues-Residential Mortgage-
Backed Securities 95215 XXX 102,242 95,M, 95,472 0 13 0 o XXX XXX XXX 549 5,832 XXX XXX
3199999.Total-U.S.Special Revenues Bonds 12 097.957 XXX 12.141 576 a 765 677 12.000783 a (4679x1 a D XXX XXX XXX 110.5x7 469,095 XXX XXX
MLE=M 103 V L ......_........----------------..--------------------- -----------------6FE..........------------718356 ..43.7340 ---------------- ....___......7.000.000 ...._......_.._437,340 ..........218.800 ......_...._....D ......_._.......a ._.__...........0 _.._6.310 '03D DJM..... 3,288 .............._64,031 ...M/10/2C08__..._72/23/2034
09
ESC, ,. . ----------------- . .7 /0117.14 _ 1 fn-,M . ....4......................... ........ .................YE......................13,181 43.1340 ...__.._......._58,377 .............._.133,481 ._............. Kan 23.206 .......0 ...........D D 6.310 6.33t5 ._... ......... .,0 ........_. 2. 1 2012/22034
0 :.137
48- = F13�:VL^._...._ _EE.... .......... 36.636 A333?0 '5,022 ....._..._.......35.638 16.022 ............8,016 ..._..__._D 0 __.._.__....._0 __.9.310 3kL� ._........_..(2531 2.37 1)5/01/2012_.._.72.123! ._..
....
01.49'-AF-f......USX n F33 I L. ... ...................... 4:.........__............;8.153 ...43.7340 ..........._........9,201 .._._._.........10,753 ...._...............8207 .........._4.703 ..............0 -----------------D ____........0 _..6.370 ..._fi.310 NJSO..... _.__.._..........1431...............1.201 .._D4/24JM72......_72/23/2031....
074987-}F-1......ASOM P1 FM V L 3._.......------------------...................._...... ._.__.------_....6E........____._......J9,049 ..43.7340 ............. 8.33i ........_......._.!9.049 ._........__._...0.331 ............4.168 .................D ........._..____0 ._.._....__.._..0 .....5.310 .....5.310 9JS-..... --------------- ...............1.2X1 ....29.'23/2012........12/23/2034....
0144ST AF41...._A:ESw FFD F--V L-1.__..._---.............._..-...__.._------ ._..__ ___...__...-----ffE._.._.......__._.....19.349 .-43.7340 ....__._-......_.8 462 ------------- 19.3x9 .. 8,462 .---__.__4.234 .__....._....._D ----------------0 ------------------0 _...5.310 _....6.310 2.130.__. ---------------------.;11------------------J.239 _._12/23/2012.......12/23/20%....
337833-AJ-9_......4xl4 I............-----------..................._......._... ..._.......... .................1.+9........--------------484:560 ..96.9782 ..._.............A64.895 ___.__._...._._.500.000 ._.........__._195.152 ...........D ------------1.202 ........_._._...D ------------------0 _....7.000 ......1.660?N-------- --------------------906 .._..._.___...._2.500 _.5611.912073...._.46/0.3/'2018.-.-
06414978-8.._....On*:Vwa Scotia........... . R...... ...... _.....!FE._...................47.94 .107.6430 ...._..__......._430.572 .......... MAD .................A30,04 ........ ._......._1 ................. ....._.__._..... ...__ ...... .......... _.._.__.__
.........➢ 3.7571 a D 4.380 3.760 JJ........ .. ....9.'07 ._ !7,5507 _._11./15/2011.......01/13/2127....
_..... ree Z_......... 274'M .'01.20 ._...._.._...5.183 ._......aG,CdB 26981 ............. . 2.87 ._...._...._.._0 .-__._...D 4.950 3.520 JJ....._ .............5706 2
06EI-kC9 8arrrirk Fi _ 2109/2011_..._..Lt/15/2020_..
084670-47-0......Bnksnire W1h4 WE .........528,195 .]02.9330 .................St4.885 ......_._..._.500.000 ..__......._.--554.251 ................D 40.1991 .........._.....a ..............0 ._..0.204 .. _'..510 FA..__.___ ..............AM -----------------6:333 ...09!9!2071.._._52/11/2115....
y...................._............._......................... .................:._.............
221601(-AF-2......CAatcn 6h,1e1a11 GrP.........------------------------.................... ._._..__.........t ........___.__......_<80.7M ..95.5500 .................483,250 -----------------5r0,D0D ...........__....189.570 .................D .....__.._...950 .................0 __._...........0 ......1.700 ......2.070 ,A;4....... ...................378 ...............4250 ...06/1.312073..._...12/15/2049....
m 36962...x:5_......a-1 Eley C.,C01-_ ............... .... ---...._'F1.-----------------------530.835..'ac'm -----------------M.aaa __.._.......__500.000 ...._............519.307 _.......__...__D .._.__._4::.4891 ._._..._....._0 ._.._..__......-L _....3.5574 ......0.990 07_._.... ....._.._....__97 _._._......17.500 ...1)2/05/2015.._.._06/2912015....
s 4 .................490.653 ..90.91.20 .......__._.......49x,560 .................500.009 ................091.577 -------------__D ...............714 -----------------0 ...............D .....1.350 .. _1.790 ,[-------- .._.._.._......303 ...___......3.375 ...➢8/21/2013__.....72!15/2'017....
O 5614?k<.......Into wrP._._.._............................._.._...__.................__._ _.................:FE._.. _.__.._ .......... ......_... ...... ......_.__ -.......... ._.._._. ._......
4662>1 3V_t...._.,P!S-A4 OUSE i X 10977&e 1.Y'........._.____.____... ........ .........._-.....!..c-__._..._.._._..._.508.725 -103.2400 ..............._515.200 __-- ....500.000 --- .._500.561 --- _...D ._ ....18:51 .. _.__0 ....0 .....5.1330 ...._4.M !A5.__...-- ....2.545 ..--25.625 11/0312074.......99/7112014..._
565051-:w9....._.!kClrcnic lac Sr 4t.... ------._----- ............-----FE.._._..._......._._471.795 .107.2470 __.__.._.._._.536.235 ___.._.___.__._.-500.WJ ..____....__.__-493,058 .__....__.._...D __......._9.54 _.._._..__.__0 ___.....__._..._0 ._._4.750 ___5.610 uS__---- _....___._...._6.283 .....___-23.73/.1 ...1,6/01/2007....._239/15/2.115_...
-A^r8.......0i4ro441t Corn Nl............................................................ .................Jrc......................154.140 .1!0.1300 ........._.......749,486 ..............___138007 ....................49,187 ..__._...._.....0 .........12,48) ._..___._..__._D ..........._....0 .....4.200 .__2.7x0 X........ ...................373 ....._----....5,670 ....1409/2071.......L6/GV2019._..
137432-L6-2......Xali-I;U,.l teililiec..............._....4-----._-----_.._........_.. ------------......1 e........._..___.....233.234 .105.6990 .................227.253 ................215.000 -----------------222,856 ..__.__..........D ...........(4,1971-----------------➢ ......_._.......0 .....3.060 .._...1.700 US........ ... -.-2,13 ......._..__.__91{11 ...1)0/9/2071
7.0423-AJ-5.......Praferr!C Ter^Sec AA N,Ltd------...._.__..__--------_._.. ..... ._._.._-----&...x1.----..__._._._.......9.077 ...5.31'10 ------..___..__..----�J6 _._.._._..._.....3,077 ._.._...__.._.........3,6 -----------a3.6711)._......._._._.0 -----------------D -----------------0 .__9.480 ......6.1W 315._.._.. __.__.___.._.__160 ........_.._._._.51 .._1 ATM12......_L9122/2037_..
74042.7-AJ4...._..PW-e Tara See XXVI.Ltd........................................_.._ .................FE.._.....................3,547 ...5.3:.10 .......__..............108 .................._.3.547 ....................-lee ..........M aa)..................D .....__.._._...0 .................0 .....6.486 480!6........ ...................33 .-----------...------9 _..D9/22/M13.......L912242037....
740420-AJ 5._.._PrOWW Tera 8x XXVI,Ltd._.._............... --&---. ----SM.........------_._....__3.675 ...5.3110 .._..........._._..._.195 _._.._._..._.......3.675 ...........__......_._1.95 ........_13.480)......_._._._...0 ............_a ._--------------D __.._6.480 .....6.160 W.._.._-- .................!.73 ._.._.___......._12 ...06/21/2013.._...09!22/2037....
..._............ ............. .--
74049-AJ-6...__Preter red lers Sze FAVI.0td......_..................................... -----------------.-.559-------------------------3,515 _..5.3110 ...__..___......._...787 _..-......._.._....3.515 .................187 ...........(3,329)....__._-------D ..._....__._.➢ -.-_._.........➢ .....6.460 ....5.480?LS-------- -------------- __ -------- 34 ...93!2212073.-__.29122'2037._.
7.40423 AJ 5.......Pr414rr4,ter;!Sec XXVI.Ltd............................................. .................bFE.....___..............76,820 .._5.3:10 .............._.._..4,080 ................._78.829 .__.___.._....---_4.060 ........._..._911 .................0 .....------------0 ___.__...........0 .....6.480 .. 0.460 DS........ .................6,386 ....._......--1.014 ...04/72/2012.......D9/72/2037....
].1.842]-403.......PralerreC?ora.Se<XXVI,iId _._._........ ........____.__GE........._.__._......17,A7 ._.S3
1!o .................... OM _________._...37,797 .__......_.._..._._1.087 ..._...........A9 ._...__......._G ..._._.....__D .................D .....6.460 ...._6.480 4S.._-... ....._._.__......_.521 ........._ _.._499 ...94172/2012._....L9!22 MF....
7404?a-AJ-6..._..?41.!1.4:1..ler:sec XXVI,itd__...........__.._..__.... .........._-----SFE ------------------694.0W ....5.311a _.........__.......52,323 -----------------a85.191 .__.__..._.........52.323 -----------10.394 ....._........._D -----------------0 ..._D _._9.480 ...._6.460 055.._.._.. ....._.___..:98.069 ----------------1.-001 ._➢6113!2007_....._09122!2037.._.
'7.4314}5.......1!:!1.44!9 Tera Secs b1.,L 4................ _....._........rsE..... ..........!07.039 ..:53710 ..................51.997 __..._.........107!551 ....___.__..._....91997 91.932 _ ._..... ..........-
.._....................... ....... .......... ....._..........0 ................-D .._........_..__D .....5.8% ......5.857 X_..._... ... _..136.272 ..........0 ....12/06,2075.......L3 ....
742718-0.9.___Pratcr 6 0.a die _...9._.........____.._.539.995 .704.4420 _........._.....-471.210 500.000 .....__522.<89 D 113.416) -----------------0 .._........_D 2.150 ._.._0.440 !4S.._..... ..__.....--5.250 .............15.750 ...09/0612012._.....D9/Ot/7J15.._
90654892-4.._._;A M f_C1.1C q sl SEC)Ns -------._.._._ _.__..._-.....2FE.---------......__A77.610 .705.0090 ......__.__.....526,045 ...._......__..500.000 ._..............496:302 D ._.........1,756 ._..___..__.._ .__0 ..._.A 760 .__._5.30 A9.._._..- ..5.938 ......_.__.__.13.750 :/aw -------_D4,101/2at>....
.__._......... _0 ..__._.__ ...._____.__.
9441-71.0.:4..3.......2,115 Far c d Cc,a ..................................................._. ..................x.................__..505.710 .1.00.8759 ..._...._._......504.375 .._.............500.000 .._.............503.175 .................D ...........11.5351 ...._..___._._0 .._......_.....D ......7.250 ......0.680 FA_._...__ _...2.393 ..L.23a _.L2/D5/2013.......102/33/2015....
3299999.Subtotal-Bonds-Industrial and Miscellaneous(Unaffiliated)-Issuer
Obll at10n5 0.2W.77fi XXX 5.0<t,&5 8.835.150 5.150.763 3x8.263 47.307 0 0 XXX XXX XXX 10!,91.6 275.860 XXX XXX
3899999.Total-Industrial and Miscellaneous Unaffiliated Bonds 8,203,776 XXX 6,841,1W a 635 150 6,760 763 349.203 (9,307) 0 o XXX XXX XXX 401 496 275,118) XXX XXX
4899999.Total-Hybrid Securities 0 XXX 0 0 0 0 0 0 o XXX XXX XXX 0 0 XXX XXX
5599999.Total-Parent,Subsidiaries and Affiliates Bonds 0 XXX 0 0 0 0 0 0 o XXX XXX XXX 0 0 XXX XXX
7799999.Total-Issuer Obligations 24,909,026 XXX 28,493.574 25.075.003 73,259.121 545.280 (136,575) a 0 XXX XXX XXX 533.1.51 914.201 XXX XXX
7899999.Total-Residential Mort a e-Backed Securities 95.215 XXX !02.242 95.825 95.472 0 13 0 0 XXX XXX XXX 549 5,832 XXX XXX
7999999.Total-Commercial Mort a e-Backed Securities 0 XXX o D 0 a D 0 0 XXX XXX XXX 0 0 XXX XXX
a XXX XXX XXX
8099999.Total-Other Loan-Backed and Structured Securities XXXXX XX
8399999-Total Bonds 25o03.24; XXX 23,595.815 25.170.829 23,354,593 38293 (1,6521 0 XX
I XXX 530.700 823433 I XXX XXX
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 1
Showinq All PREFERRED STOCKS Owned December 31 of Current Year
1 2 Codes 5 6 7 8 Fair Value i t Dividends Chancle in Book/Ad'ustetl Carrvino Value 20 21
3 4 9 10 12 13 14 15 16 17 18 19
Total
Rate Foreign
Per Current Exchange
Share Current Year's Total Change Change in
Par Boatel Used to Unrealized Year's Other-Than- in Book/
CUSIP Number Value Rate Adjusted Obtain Amount Nonadmitted Valuation (Amor- Temporary Book/Adjusted Adjusted NAIC
Identi. For- of Per Per Carrying Fair Declared Received Declared But Increase/ tization) Impairment Carrying Value Carrying Desig- Date
fication Description Cade ei n Shares 1 Share Share I Value Value Fair Value Actual Cost but Unpaid Durna Year Unpaid (Decrease) Accretion Rec nixed (15+16-17) Value nation Acquired
-.-.-.---
-.-.----.-.-.---.-
-.-.---.--
-.--.--.--.-.---.-
-.I.
..-.--.
-.-.--.--.-.--.--..-.--.-.I--.--.-.---.--.-.---.--.-.---.--.-.---.--..----.--.-.---.--.--.---.-.-.--.--.-.----.-..---.---*.---.--..--.--..--.--..--.--..---.--..---.--.-.---.--.-.--.--.-.--.--.--.--.-.-.--.---.-.--.-.-.-.---.-.---.--.-----.--.-----.--.-----.--.-----.--.-----.--.-----.--.-----.--.-----.--.----.---.----.---.*----.--.*----.--.*----.--.*----.--.----.--.---.---.----.--.
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------------ ---------------------------------------------------------------..-----------_---- ........................................
m 8999999-Total Preferred Stocks XXX XXX XXX
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 2
Showing All COMMON STOCKS Owned December 31 of Current Year
1 2 Codes 5 6 Fair Value 9 Dividends Chance in Book/AtlLsted CarrAno Value 17 18
3 4 7 8 10 it 12 13 14 15 16
Rate
Per Total Foreign
Share Current Year's Exchange
Book/ Used to Unrealized Other-Than- Total Change in Change in NAIC I..
CUSIP Number Adjusted Obtain Amount Nonadmitted Valuation Temporary Book/Adjusted Book/Adjusted Market
Identi- For- of Carrying Fair Declared Received Declared But Increase/ Impairment Carrying Value Carrying Indicator Date
fication Description -Code ei n Shares Value Value Fair Value Actual Cost but Unpaid DuringYear Unpaid Decrease Recognized (13-14) Value a Acquired
00206'.•102._.ATT Inc..........._11.11__.....__...................... ......................2.545.000 ......................89.482.......35.i-so........... .-09.482 ......................12,989 .........._.............D ..................... D 0.581 ........_................ ..__.._---------_.3.690 ......................_. --------------------3.690 ........................0 L........._....DSII6/2011
206: _ ....
00 -10-21111 ATT Inc......................_ __ _ _ _
------....._...._.._........._-------10.W _ _
O ..............___._5.274_...._35.15'0....__........._ _ 4 _
.5:274 ...._...__........_...35) __..._____.. _D _ _ 0 __ _.
...... .._.._.............270 __ _................_._D ........._..__.218 .._.._........._...__.__ .._.___ _..__._218 ____ ..__
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071053:03_...Alit la Gram Inc....................... .............-------_---------160.000 ........................6,142 .......38.393...................-6.142 ........................4.409 ........................_D ..._._..._...__.._.....278 .........................D ...........__..__,.112.__...........__....._.0 .._..___..._.......1.112 .......................0 L_...._..._..10110120111111
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2082x-10-11111 CawecPbilliPs......................._......__...___.._-----.......__.__.....__.....__....._..10.530 ......._------------4,946 ._.._.20.860........_.......__4.946 .---_-----------.._4.ii1 .....__.................D ..._.__.._....._.._._._97 __...._.........._.....D ......_.._..........575.__........__._...__.0 -------------_.__575 ..._._.........._....A L_------------D6/19/2013.._
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 2
Showinq All COMMON STOCKS Owned December 31 of Current Year
1 2 Codes 5 6 Fair Value 9 Dividends Chan a in Book/Ad usted Carrvina Value 17 18
3 4 7 8 10 11 12 13 14 15 16
Rate
Per Total Foreign
Share Current Year's Exchange
Book/ Used to Unrealized Other-Than- Total Change in Change in NAIC
CUSIP Number Adjusted Obtain Amount Nonadmitted Valuation Temporary Book/Adjusted Book/Adjusted Market
Idem1- For- of Carrying Fair Declared Received Declared But Increase/ Impairment Carrying Value Carrying Indicator Date
"cation Description Code ei n Shares Value Value Fair Value Actual Cost but Unpaid D uring Year Unpaid Decrease Recognized (13-14) Value a) Acquired
23VP10-10 074idslreln NrtnarsLP..............................................................................4.000.........................2.Oto._._...50.350....................2.014 ---------------------..2,149 .........................11 ........................57 ......._.................D --------------------(:351..............---------- ......................11351.........................0 L...............DG/19/2G131111
233!!0-!0-0_..07 uies1rea0 Parimrs L9 -------------------------------------------------_.....__.._.__.__....!3.000 ..__._.....__..._.5.639..._...50.350_....._..._.........5.639 ----------------------- ------------------------1) ......_........._._.18 ....._.----------------D ..._--------..._:.023------------:.._._.__0 ---------------- ----------------.._------ L.._....._.._.113/01,2013._.
233!12"..!0-0....07 Oidsirean Parimrs Lp---------------------------------------------........... ------------------..................__253.000 .._ 12,739.._...50.350 ....................12.739 ....._.............._10.279.........................D ...................539 .......................... ...................2.469.........................0 ...................2.450 ......................... L............---D2r28120131111
23vP-'.0.0.._O7 4idsirgaa Put-Ln.............................................................................400.000 .....................20,140 .......50.20 ........_._...__.10.140 .._..__.._..........._.!7.859.........................D ....................1.128 _......_.._.............D ........._._..._.3,440 .._..._............A .............. 3,140 ------------.-----------0 L_.........._._[1/13/811.._
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283702-10-B 1111 EI Paso Pipeline Partners.._.__._..._------__..__ ..!85.0110 ._...35.000
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571457 i0�01111 EIi LIIIY:c..............._....._..__------.._...---------- ._...._.._.--------.....................3.455.000 ......................74.205 ..._...51.003............14.205 ......................51.137 .........................JD ....................2.862 ................._......_D ..................2,444 ........................0 ........_..._......2144 ................ 0 L...............06/18/2071_.__
P273V:(,a Ed .1 er Egmi ty'-?---------------------------------........._------------.........-._.._.....930.000 .......__.._._......75:016 ..._._.81.749___.._._._.....76.018 ......_....__.__.___35.IV ....._.._..._._.._.__.D ........._...._.__._2.425 -------------------------- ...._...__......35.!55 ---------_------------0 -------------------35.156 11__11.__.._-.__..0 L........-_._..12/13/23!.!....
29273V-10-0._..EnerGY'ransler Equi tY.?------------------------------------------_----................................25.M0 ......_.._...._._..__.!0.216 .......81.740 ..........10.218 ------------.-----------5.466 ................D ................_......326 ------------------------- ......-----------4,533........................ .................3.533 ._._.................0 L_.............114/30/2012.._
m2273V-1001111 Ene gy'rannfor Equity Lo..............................................................................A3.rm .............__.........6.784 .......81.74 ....................11.7114 .-----------------------4.701 .........................0 ...................154 1----------'_..........D ------------------ ........................ ....................2,070 ......................_0 L............---fAAA12013....
-N� S2/3B-t-0EnI 1_11..--.-._ 191.WU -----------------------2.251 81.7Eq. t ._._.._.__.__.._------.._------_..._..--_..1114..1111.__-......12:251 ------------------------
B.45i __._._..._..D _._.._._._ _i ......._._._........._11 ......__.....3.610 A ..._-------------3.810 .._.__.... _ _0 L__.._.._ _83106/2U13
Eng
2923':-0-0 .--------------------------------- 1111
- ...._.........................222.000 .........____._.._._;8.:4 ..._...B1.743....._..............15,146 ......_.....__..___12,505 ..._..._.................D ......_................439 ........_._..........._D ......._......5.641 ____.................0 ................._.5.641 ._.__................0 L.._............D5/06/20131111
2"2739 ii)0....Energy tr mifer Eq Itv L....._......._._......_. ------------------------1 ...___......._.....__.11.035.......8i.740....................11.055 .......................7.970 .........................D .......................266 .......................... ........._.....3.055.......................A ---._..__.........3.065 ...........a L_.._..-...._114/22/8!3..._
._..........._c......_.. 35.000
P213V-!J-01111 E-ity'ransf ar Egui tr'W_.._.._..__._...__..__----- - 70.007 ._--------------------5.722__._...21.740---------------------5.722 .__4.!74 ._._...._..._.__........D ------------------------93 .......................D 111_1_... _1.557 ....._.....___..__A ._.-...._---------J't7 ....._...........__.0 L-----------_--D6:27,20131111
2"2734..!0-3..._Emr9y Trcnaf4r?v:mrs Lp..........................................................................365.000 ..._..__...._._.._._..77.896 .......57.28...................70.096 ................--'---.16.236 .........................A ....................7.379 ..........---............D ........_._..._,',022........._............0 ------------------11.622 ...._._............. L-------------....12/13/.)1'1111
292739•IO-31111.Ener9f 7runsfer?u:ners Lp.._......................_.......------........__.._...._..._....._...60.000 ------------------------3,435.......57.750.............._...._3.45 .._..._.__._..._.._...1.840 .D ..------------ ...._.D __..__.........__...859....__................_0 .___.____._..__859 _....._.__..__.._.a L__..__...-.._.02/26/2012
_...._...._.._..._.._ 1_111.. _........._._.... - '- ._
EnsccPlc CI............_....................._..._.___._------__------._.__._..._.........._........x.000 ..__.................21,128.......57.!.&1-------------------21.728 ......................22.854 __._.......__.___.......D -----------------------£85 _............____..._..D ..__._......_....i 1.125)............._......_..8 .......__.____...11.1261 .........__._...._..0 L.........._
2934010"1111 En14,y cor?orut iqn.--------------..................._-----..__..__......... .........................15.1700 ........................4,74
._.....A3.P0.....................4.745 ........................5.207 _..................._..D .......................249 _.........._._.._.......D ...........331........................0 .......................(36) ........................ 0----------------11/04/.0!!.._..
8840- Enlersy Onr.erui
----------------------------------------__----------------- .............-15.000 ------------------------6,041 __._...83.270.....................6.041 ..._...............___._6.125__._.........._..___..__D ..____.._._......_...315 ____.....__.._._._._..D ---------.......__._.546 _.___..............0 ......._.__._...._-(46)......_.__.___..--.0 L------------._evoe/2W._.. '..
531140.10..3._.Enler{,y Co..sr.1 an___.._......_..___...._....._............................_....._..__.__...14S.fRA ..._____.._._...._...9.174 __.....A3.270.................. ,114 ..........................._................_...9.233 ..........._------------D .......................361 _........................0 .....................162)....................._0 .1..............1....(62) ................._._..0 L_.............fa/14/27!3....
293643-l0-31111 EnlerSy^nroaratton...........................-............................_.-_.......................335.000 ................_.....21.196.......93.270 ........_.____.._21.196 ......................20.915 .__......._____......D ........._..___.___!,!12 .........................D .................._(167 .__..__.___.__.__...0......._....__ (ifili.___........._.___.....9 L__........._06/18/2011.__
293192-10-7._..Enlerpr ise Pr alis Partners Lp ------.._..--------------........_......._...9).04) ------------------------5,957 .__.35.300._._..._..__._.._8,961 _._.___......_..._...4.7B5 -----_.__...._..__._.._D -.........._.____._.24 _.__._.__....._.._._D _......__._......1.460 .__..___...._.__.._..A ..1111..-........_.1.450 __._....___._...0 L__._..-.__..W121M12._-
293192-l0-7___Enla-ise Prods Partners Ly....................................................._......_-----------56.000 ........................313;5.......55.300 ._..__._..._._...._.3,315 ........................2.392 .....................D ._...._...._.__.....135 .........................D 817 .._..._._...............0 .......................8)t ........................0 L...............D7/05/20121111
293792-10-71111 Entepr ise Prcds Parimrs LP_---------------------------- ..................2.
111.1.___._1__11.1......................_250.000 ......................15.575..._...55.300__._._____.....16.575 ......__._.._..........13,096 ._._._._......_..._.._D ......_.._....__......510 _._...__.____.........._D ..........__..._2.879........_..__...__...0 ._.._......._.......2.870 _....__._.........__.A L_.._....___.112/05/813
:47732-t0 7 1111 Enierprisl Prods Parimrs Lp_....__.._.._..__._..__...._._.__._.--------............._......2.125.000 ----------------- ..._...86.303..................140,M ---------------------- ._.__...._.._.........D ................_.5.738 ..._.___._._._.........D -----------------36,51 ._....-.._._........_.0 ._.._.............36.510 ------------------------a L------------..._12/13/27`:`:....
268858-10-0_..
Eq t 4idsireua Pariners i ..............................................................._............152.000 ........................0,936 .......50.793 ........... 8.936 ........................6.612 .................. .-------.............126 .........................D ................2,324........................0 -------------- -----------............. L------------....7/17/2073._..
bSBSB-1106._..Eqt Olistres,Partners.?..__._._.....__._..___._.___.____.....--------_------------._....----105.000 _..._..................61 Vit_..__.58.790__..._.__..____.....6.173 ...........-._.._._._.2.205 _.__.__._._---......--.0 ..__.._..__.___...._._163 ._.....___.._..._.._..D .._......._...__2,932_..._.___._..__0 ......._._..__.2,5(Q __._.__.__.._..--..._0 L-------------_06/7!/2012._..
85658 t0-0...."41314)Idstram Parfiners:?._..._-...._..__...___.._.__.___..___--------___....................70.000 ........................4,115.._._.58.790_..._...._.._.....4.115 ......................2.137 .___.._................D ...-09 ..........__.._.........D ..................1.935 ...............a -----------------------9-i5 ___...._.__..........0 L------------....12/19/20.2._..
fi5658 100....Eqi Nidslr4asPartners.p............_................................................................70.000 ..............4,115 .......58.790 .............4,116 ........................2.665 .........................D ........................84 _.......................0 .............1,450 ._.-----------...._..0 --------------------3.450 __....__.._.___.....0 L........_.._..42/15/813.__
M655 G 0....E91 Will-Partners ip_..............._-.__._.._..---------------------------------------------38.000 _.__._
......... .__...58.793_...._._..____..._2.234 -----------------1.600 _...._._____._____....D .._..__..__._._.._...32 --
32 ..._...._......._...543._.._._._......___0 ------------------- 544 __._...._...._..._0 L----------- _..D7/17/2013.._
2666511 10 0.._Eqt 410641.P-n-LP.... .........___-_.._____.._..._____._.._-------------------------------64.fdA ......_...._...._....9.642._._...58.797.....................9.642 ........._.___.__.____3.806 ._._........_..._......D .............254 .......0 ......_...........4.533 0 ..................4.53 ............_._....A L...............DA127/2012 1111
3023!G-10-2_..Exxon slab Oar..._......_. ................. 2354W ....23.782_ 10!.200..................13,782 .._._._.__...__.._A63st ..........._..._._..._..D ..._.._.__.__.....527 __...---_._._...._...D ................3.443 .__..._.__._.._..___0............_.._._.3.43 .._.._........_.__A L.....____.._..118/1111201t..._
3023!3-10-2._.E4xan 5bbil Ocr..__.........._.______.._.___.__._.....____.-_..................._-....__._125.600 _...._............._._:2.650 ___.101.200_.._..._...__...12.650 ........._..._____.10,928__..._........._......._D ._......_..___._..._:36 ....._.._......_.._..D ......___--_1.722------------._-----.._O ._..___...........3.722 ----.0 L----------- _..116/2378:3__._ li
314211'0-3.__FecerpteC Ims ......................................................._....._.......................370.00 ........................8.640 .......28.800 .....................6.640 ................... 6,052 ..._.................__._D .......................294 ..---.--...._..........D ..................2.71 ............._....._....0 ....................2.$71 ........................0 L............----12/03,812_...
3142!!_:0-3._..kd4raleC Ims Inc.........__._......_.._-----_..._..__------------................._._._.._....775.000 ._.............._._.21.38 __._...28.807 ...................22.320 .._...................35.500 ------.......___..__..D .............._.__..__.760 __._._.._._..._.._._D .........._._.._S.642........._..__....._...A ._._....__.......6.642 ._...._._....._._.._.A L.-......_..__116120,2312
316773-10-0_...Filth'bird amrr2".._._..____._.._--------------__.............................._..._.._..__:.395.0110 ------_......__.__._29.337 _._..21.030__.._.......___29.337 ..._................22.807 ------------------------- .............._....._.486 ........_._.........._..D 8.530 ........................0 ....................6.5v ._............
....... L............._.03/14/2013..._ I
317932-10-7....:first Energy tar?.....................................---------------...................................470.000 ......................35,407 ......32.980.....................5.501 .......................0.357 .........................D ..............._._517 .........................D ...............14.857.........................0 ...................(4.11V! .........--'--.........0 L---------------L5/16/8131111
35571?85-7 1111 Fredpsri MNd:an Cs,uer O,ld_...._-------------_.__.__------------......................_.._..__930.000 _......._.._.___._..35.098 __.....31.740..._......._..__.35.098 ___.._.._...._.......30.854 ._.__..___...___.....D _....__.._.__._1,386 ....._..___...........D ........._....1,244 ..--------------_._9 ......__....._.A,244 _......______._.0 L........_.._.113/14/2013
.. .- ... .. ._ 1111
356710 B5-71111 Praepgrt 4c4a1 an Occ.lr told-----------------------------............................................480.OW ------------------.__.3a,115_......37.7-0..........__..._.16.115 .......................14,016 ......................... .._..._.._.............566 ........._..............D ................_.4.099..........................0 ........__..........4,695 _....... ...A L...............D7/22/8131111
is0 .................................................... 1,58.000 ......................;0.916 28.030 ........... 20.a16 ...................... .......................... ...... ...__.
.1.423 .......................... 1.................77.617 1------------------------ ...................17.611 ...
.__..._._.___.....0 L1))/08/8!!3690-0" Elee369601O. e _ .._............ ....._.._..._..._.. .__._. ._.._..8.589 28.030_... --------_A. 0 ---------------fi.2$3 -.- ---........D 1-------------------------236 1111...-------...D 1.----1._2.!92_---------"'-"_A 2182 ....
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1111.. ............ .. ._ _
369504-!0-31111 bemrsl Electrte:.o....._.....................................1_111................___.......__.f,!.05.UW ...____.___.......30.973 ....._28.030-------------------M,973 ...._.................17.004...___._....-...-......D ..__....._....._.....84 .........................11 ......_.....__7.779...._..._..._..........0 ........_.____.7.779 .. .__0 L_........__ _.118/18!2011....
3/1527-:0-<....6emsis-icer 3. ------------------------170MO ........................6,931 .......52.570............... 8.937 .__.__.__............7.944 .____..__._.__......D _---...._.__._......260..........................D _--1_111_._.._..993__.._._..___.._....0 .. ....¢3 __...._..._.._.0 ._._
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 2
ShowingAll COMMON STOCKS Owned December 31 of Current Year
f 2 Codes 5 6
3 4 Fair Value 9 Dividends Chan a in Book/Ad usted Carrying, Value 17 18
7 g
BO 11 12 13 14 15 16
Rate
Per
Share Total Foreign
Current Year's Exchange
Book/ Used to Unrealized Other-Than- Total Change in Change in NAIC
Ida ti-tP Number Adjusted Obtain Amount Nonadmitted Valuation Temporary Book/Adjusted Book/Adjusted Market
denFor- of Carrying Fair Declared Received Declared But Increase/ Impairment Carrying Value Carrying Indicator Date
fication Descri tion Code ei n Shares Value Value Fair Value Actual Cost but Un aid Duri Year Unpaid Decrease Recognized (13-14) Value a Acquired
371971.14.4.-_.Dercais Ensrgy IP................---............--.._...___.._-._-.__.....-___.......-----_-........770.120 ................--.....9.93: ...-__.52.570-- ._-....8907 ..........-..........-.-6:097 ...---.-..............-.-D .ea473 - .....0
3/797114-4.--.a ................. __.........--._... ......_.__... ..
enasis E-gy:P........................................................................................150.000 ................--......7.886 _..--.52.570 .....................7:6(04.........................7.407 -------------------------D ........................76 --_.-._-------.....-D ..-Sa0 .. --......-.-_----.-_0 ...__...._..__._....810 .....-.---.....---.-..0 L-.-.._.--...-.06/05/2043.... '
37100-70-4._.Genesis Ercrg,U^._.-_.--.__-------------_----------_--.-_...__---_.-_-....--.--.._.._..._-.--.221.000 _.._..--_-.....__.18 ._-.--...-.--.--.....-0 ...-_.-_-..__.--.-___476 -_-__..-._.-
_.-_---.-......-____.17.678 __.-_.52.5]0_.....__.-____..17.616 .-_-_...............10.600 D --._-.0 L-..-_-___._-0/1112013....
371927-10-1-_-^u-it 9- "v'............ . - --._._...`--.--' .........................0 _...._..--.........._..D ..--....._...--.1.178 ....._...._..-.._0 ..
-...4.116 ............._._....A L---._........--.191114017....
LY" ......................................_-__-.......--_-...........--..--.....0.000 ............-_._--....7,006 .......52.570.....................7.006 --.........7.968
372460-10-5.-.. ........................A .....---........-- _....................
-----------.
entlrc Pv f
.--A ...-D ....18?1................_.--_._D .- ...-1021--------------------_.-0 L...._-------_.12/27/70?3--.-
5 .........................................___......--20.000 ....._-_..__.....----0,790 _-..__.83.'90 .10.798 ""...--.---.-. '
-...___.-_._._ __.............__--.12.d51 -____......-__.-_.--..D .._-.-_......-.--.__-.S7 ___.__._____.....--.-D .__--..__.._-_-4.903.- _-_D ..
gc
413675 t65..-.4-4:cra 9el_._.-_....___..._.-___-_............ ....... .. _... ..2,310.120 ......................50,605
_-_--.b9.8'D -- ....._--__.... 7,081 -___.-___.-_.....--._0 L.-__--_.._.-.DB/t8/201i._.
....... ........ .._..-.___. ....-_-._.--...13.705 16.654 D 537
?5674010 0-.-- inlet C-._..........._--....._------------"---.-------- -----------------------------------------2.335.000 ------------------------5.710 ........_ ......__._._......_--- . ...-----_......_..--_-._ .......................537 --.--...------_........_A ..................7.061.........................-------- 0 --------------------7,081 _-......---_......-.A L.......---.._,01/08,213....
25, --------------
.-- _._....b5.710 ..............._..._--5.620 ............... J0 ..--._....------.__2.044 ._........__-......-.--..D ...----..._..--.12.457 .. -.-.0 ..
456140-:5-0__. Inial Ccrp......_......................__-.--._-..__..__ -.__._...___.-.___-_.--.--.._.......__10.000 -..-.--___....._-.-_._5.710 15.955----------------- 5.710 ._--.---_4,50 ....._.-.--.-_._ ______._ ...__---..______ -.-_-_ _
,56146100..__ 1011 CCrP ..................._-....._____-.------__.-__....._.._..__---.345000------------------------
_-_---_._.._ __----._.....---___.._..D --_-...._..-_...__._._.163 --.....-_--_-.....---_-.-D --_..__.._-...--..,..a ---------------------- _.__._-......._,1.174 ---._____._.__--.-0 L--------------D1/L5/2012....
.....__.._ -----.__._.............9.955_.-....25.955 .....----._......--.8,914 ............. 7.984
-------------.-..........f 4r 7 ..........................9.214 ......... -._-.-- -
...................................... ............................ .....-...-..--_ -____...._--.--...._---D ....._..--.......x.230 .-._..._.....--"--_.--0 .-_..___.---._._J 230 _......---......_-__
____.
.-77/22123'.3
460146-f0-3_... Intrrrutlanai Palci _.___._----------------- __.______..-_.------------------------295.00(1 -_-.---.-..._..__-__14.K< _---._._49 OY3__....._-__ _a 464 .-._-.-%:355 -------------D 359 - --------------- L------ ---M12,312013--..
c60146-703___ Interna.iaml Pacer w.....................................__....-_._..--......--_-.--._......._._..365.000 ---_......_......_-_[7.695 _--.....499.030....................17:666 .....____.........---..9.914 --__........._..--.....455 ..__.--.... .-_-.......-_._ ------_----.-. --.-_..._...--... .....-_ _
460M-10-3_.__ Int-atimal Paver Ca-----------------------------------------------------------------....._165.000 -----..........-.-.......D _.....----....--'----A -5.354.........................0 .__.....------...._3.954 -....... 0 L:.. -.. -10/1Ur1U11....
__...._.-_--.--._..-8.090 .__-.49.030 --........_..--.....6.090 .-----.6.960 -.--.__-_.0 L..-.-..__.._-.10/06/01!..-.
...__----.___....-._._D
M429d 55-5.._ Isnaras'ASCI Pacific Ev Jap9n--P.............__..-.._._.--------------._._..___------5.585.W0 --_--_-.--.---_..-200, --------46.730-----------------.2W.907 ---------------- 262.M -.___---- _.-D ..__..-_...__..10105 _-_-.--...__-__.-_.D -....__-. 1.130 .-...___..-_.__.-__D ------------- 1.130 __.._---. 0 L---.._.__._ 2013
46625'4-10-0....J P 99rgan 0!ase U.....................................................................................230.000 ........................ .----..58.480 .--_ -..-. ._-.---.__......_.0. ---"__.._-_.--......D -......--.-....12.:501..-....-__..-....--__.--0 --.--..._-__-.-...(2290)..-.._......._---.....0 L--..............04/25/71"-_..
466254-:0-0..-.J P kcr ------. .....................3.450 ........._..........._.-8.259 D ..-----........._.__..3103 ---.......--_.--......D .... ....3.338.........................0 --
.............._......--._-.__....._.--._-..-......--._-2d0.0� ..--.---...._.-_._-_16.374 --_._.'x.480 ...15.374 ----3.336 ---....-_--_.-__._0 L..._-----..._D6112/2012..._
063
--_ _.--._-.__..____.!55.000 ----------------------9,464 _-.-.58.4&1 .............. ............ ------------...
....................1.065
...................M.234 -.-..--_--.........-__97.990 --.__.........--.---.-...A --------------------!L10 .-....._.__-_....-.--.-D ...-._--......-_J4„946 ..-..-....__.--......-0 _-.._--__--..._.-14.946 -. .-.---.. .....-- -
46629f-76-0.---J P Ncr9an atnae(: .. ._.........................__-.--..--._.305.000 -.--.__--._-.--. ?.034 -..-_.58194_-..--.__...___-..-17.636 _.____-.....--.--.--_.10.300 --._.._-...__.-...__D -----------------------415 _. --.-D -_4.426 ------------------ _._.---_-
m494368-10-3--_Ki-:xrlY Cl,rk Car,.........................._...._..._....---_-.__.---...__._---.....___.--..--....JS.00ri _..........-.___-..._7.835 -.....70.430 --.__.7 035 .. _-.__..__----. _-__..._._.- __---_.-._..---------0 _.--..--...._..--A.426 ------------------------0 L..-.-..---.-..-�10a/2l 3.--.
....6.408 .......... ....D
-` 494366-10-3....KlsOer lY Clark Caru.....................................__...-..........__.... .-.._-._....--- ___............--.- -_.-__... .......................238 ...-.-_.--.........- .....................532 .-_....... .......... ......._...... __....
"'D ..-6.502 ...0 L.-.._._.....-.D7/16/2012....
N ...__.................3{.1.124 _...-___.........--36.515 ._-._tUd.457 ...--.--.--...34,516 ...._--__-_-__.....22.153 -..--.._.--.-t,D%B - .---.--....- �
<9k69-.209-_._.Ki-Aaalty Ccrp.__._.._-.--..__.._ --... _. .._.....................0 __ __.._.--.--..-__-_D ....-..-_-_....5.810 ..._-..-..-.._.._-._0 _._-..-__.-.
- ......................__..--_..--.__765.000 .....__.__-----_-_:5.:09------..79.750 - ..._..-_..16.irk .....---.----.......__14,929 .--........__--.-......-A ._......--........._329.........................0 -- --_5.870 --..0 L....--.-_......16118/2017.._
N ......__.-.--.-...-329 ._-_.--...__..
494550-705-...Kine2r§kr9nn Emr Y Parners LP....-.-_.-.......... -...0 L_..............10/31/2072....
G .................................................30.000 .........--.---........1.40 ....--.80.550 ......_..--....2.420 1,449 D .-.--.-_
... ....................... -------------"_....------ .---------_----------..158
404550-'06....iineer 69r9an E. Parners LP-..._._..-_......_-._. --------. ....__-....15.000------------------- 3,630 .-._._.30.660................__7.630 _-_3.73 -.-.."."...--.""-.- ___...--.....-..._ .....-..._....-- .__.--..._. .. 0310612012-
-----"'-- -.. 15 26 0
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 2
1 2 Codes5 6 Showino All COMMON STOCKS Owned December 31 of Current Year
3 4 Fair Value 9 Dividends
Rate 8 10 11 12 13 Cha a in Book/Atl'usted Car 'n Value 17 t8
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 2
- Sho%Wina All COMMON STOCKS Owned December 31 of Current Year
1 Chance in Book/Adusted Car 'n Value t8
2 Codes 5 6 Fair Value 9 Dividends
3 4 7 B 10 11 12 13 /4 15 /6
Rate
Per Total Foreign
Share Current Year's Exchange
Book/ Used to Unrealized Other-Than- Total Change in Change in NAIC
CUSIP Number Adjusted Obtain Amount Nonadmitled Valuation Temporary Book/Adjusted Book/Adjusted Markel
Identi- For- of Carrying Fair Declared Received Declared But Increase/ Impairment Carrying Value Carrying Indicator Dale
fication Description Code ei n Shares Value Value Fair Value Actual Cost but Unpaid Durina Year Unpaid Decrease Recognized (13-14) Value a Acquired
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 2 - SECTION 2
Showing All COMMON STOCKS Owned December 31 of Current Year Cna a in Book,Ad'usted Car 'n value n to
7 Codes 5 6 7 Fair ValueB 9 Dividends
2 70 11 12 13 t4 75 t6
ire
3 4 Rate Total Foreign
Per Current Year's Exchange
Share Unrealized Other-Than- Total Change in Change in NAIC
Book/ Used to Amount Nonadmitted Valuation Temporary Book/Adjusted Book/Adjusted Market
CUSIP Number Adjusted Obtain Declared Received Declared But Increase? Impairment Carrying Value Carrying AaAc
tor Date
Identi- For• of Carrying Fair
Gcation cl
Desert tion Code ei n Shares Value Value Fair Value Actual Cost but Unpaid Dudn Year Un aid A Decreas2 5 3 Recd-nized 0 13-t 42$13 _Value .Ac1�u.....BW.OW .. . 90t.. >'890 .. _ 54 904 ._. ..... 54 163 --- ----- .A --- ....... .. ... - --
316154.t0.e ..western Oss Putnars:o.. ......... ......... . ... ... .. ....... .. .... .. ------ . -..... .... ....9 934 31.570 ... . ...29.604 .... .....16 091 .-- --- .14 .. ...0 9 Ida 91,0,,'2017........418..._.&5.000 .............. !ie ...._.......D ........................................................ - __................A ....._......_.. -------..._ .. __ DL72/1713....962166-IO-4....weYelh»user:F_..................................... ....51.000 .............._.._..1,317 _._..2.570-.---........._....7.967 ....._.........._......1.771 ...... .... ......_.---------
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9899999•Total Pretemed and Common Stocks --------------the total$value(included in Column 8)of all such issues$ ----------------------------------
(a)For all common stock bearing the NAIC market indicator"U'provide:the number of such issues _--.-.---.
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 3
Sh nq All Lon -Term Bonds and Stocks ACQUIRED During Current Year
1 2 3 y g 6 7 8 Paid for Accrued
CUSIP Date Number of Shares Interest and
Identification Description Forei n Acquired Name of Vendor of Stock Actual Cost Par Value Dividends
8 `:raasnr V/R------------------'---_-- -----._--.-.------ ---'--.... ---'--._--._----------.---- 1.aM-.I.--................----.............._.._..................'--'--....................--_.--_................._..._.._.........._......--..--....--. ....32¢.42 325.000 Be
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U.S.Traasury 4cle-_.--._..__-..____--_-_-. .....__-._._-_..---._-__--._.-_--._--.-_--.._.-__.--_-. ...93/04/213--..Central foal lal Yarkels---..-_-_--- -----------------------_..._..._... SCO,7:W -_...---..-......_.__..._500.0[0 -._..-.---..-....-.--.--.....-...
0599999.Subtotal•Bonds--u Governments ers.2ss ¢25.1273 155
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037633.0 9-__._-_- qr _ 458.720 - .._SGG,C00 ....-_-.--._..-.._.._..__._2'3
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74042 AJ .... -
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74042 nJ 6......---. ole ___ _ _
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3899999.Subtotal-Bonds-Intlustrial and Miscellaneous(Unaffiliated)
2.4..302 2stn,.7tq ).'s3
8399997.Total-Bonds-Part 3 s,3W.ss0 9.:09,9:4
0 0 0
8399998.Total-Bonds-Part 5
3 341 559 7.339 6`:< 7.351:
8399999.Total-Bonds
8999997.Total-Preferred Stocks-Part 3 o XXX 0
8999998.Total-Preferred Stocks-Part 5 0 XXX o
8999999.Total-Preferred Stocks o XXX 3
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 3
Showin All Lon -Term Bonds and Stocks ACQUIRED During Current Year
1 2 3 4 5 6 7 8 Paid for Accrued
Date Number of Shares Interest and
CUSIP
Identification Description Forel n Acquired -Name of Vendor of Stock Actual Cost Par Value Dividends
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86756.4-10-3_......_Spectre FnagT Putnsrs ._..--------------------------------------........____._...._.._.._..__._.._...______..._.___..____...._-....._96/72!2013_..Sells Fug.8ecwlhec.................................._.._.._......__....._._.........._......_._......_.__.___.....___------_.....__.__._.._......_83.8-03 ------.............__.._......7.016 .-._.._.._._.___..._._.....__ ................
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ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 3
Sh ina All Lon -Term Bonds and Stocks ACQUIRED During Current Year
1 2 3 4 5 6 7 8 9
Paid for Accrued
CUSIP Date Number of Shares Interest and
Identification Description Forei n Acquired Name of Vendor of Stock Actual Cost Par Value Dividends
96 S4L-106..........S—Lngistics Rut.."LP..............._..--.............--..............................--.--...................................._........_.12/30/2013....Liquidml Ins........................................................................................................_.........................................134.031 .............................E.878 ....._.............................. ...................................D
86764-10-8..........Sacs Lccis,iks Pariners LP.----....-..__.__._....................._-..--......_.-..._.--.-..........-......-............._..._--..-..-....D3!0812013....G:Itlrun Sams d Ca..--..-_-_._._..--.........._..._............__----------- -....._..------------..._.155.000 ........_.....---------..._10.513 D
95754-10-8........-.Stow Lcyist ics Portntrs LV......................_..-..--..........-............._.......-...-...-...-._................--------------------------D2Po7/2013....U.9.slant.y...-...-.--..........-----..-...---------------._._..._....-_..__....._........................-.--.....------------------------------ 75.0w .--------------------.--......4,459 -------_------_..._--------_-... ._...------------...-.-.._.._...D
86764-906..........Succc LP91 sl ics Psr lnxrs LP.._............................................._......._...............----------------..........................._.DV8i/2013....Llw[dmt Im....................................................................-...-.-............................................. -.99.000 .....5,660 ...- D
85754-108..........A,cls icy istics 3rtmrs LP.--.-.._-_-..___..................._..-.._.----- ...._.._.....--.-----..._-......-...-D:/3 E/413_..Ciligrup Gl,�al lbrkets Inc..-.-...-....-..-.__.-.._.--................__....-._..._..__..._._.------.--.------.---.._-.---..-..--.-_...__.27.903 ....._...._-.-----_........1.618 - D
86-164L 106......._.Sine'tNitt ics Por tetra LP............................................_.--..-................_._..--._..------------------.-------------_----.--03/27/2013-.--W,g.Slanler...................._..._.....-....._.-....-........._..-......-.-...-_-............----------------------..._.....-.-.....................29.000 ------------------------------1.680....... -------------------------- ----
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95528:.-10-9._....._its!srn Gss hrtners LP --------------------............................................ _-.-_.--._..-..--..._......._...-62/08/413....Gecit Suisse Sacurltles.................._.__._........-.....-........-.........-..--._._.._..-_..._... .... J#.030 _._.........3.515 D
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-._------.----D1/03/2t113....J.P.4sresn 9ecuri ties,Inc........-_ ._-.__-_._.._.-._------------------------..-----------..-..---------.296.000 ......._.....__..__......9.992 ....------...._._-....__.-..----- ......-..------------------..._..-D
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m 938957-'0-9..........lilliss Ccs 1M._........-_...._--...-.._.--_-.....................__..-_--.............-...........................-..........-..._-...-.......-63/06/413....fells far o Sxcurilles.............. ..................... 480.000 16.611 D
fa 9099999.Subtotal-Common Stocks-Industrial and Miscellaneous(Unaffiliated) 1.363,310 XXX 0
IV 9799997.Total-Common Stocks-Part 3 1.363.316 XXX 0
9799998.Total-Common Stocks-Part 5 +5.636 XXX 9
9799999.Total-Common Stocks :.4..996 XXX 9
9899999.Total-Preferred and Common Stocks 1,03,946 XXX 9
9999999-Totals 4,779.505 XXX 7,341
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 4
Showing All Lon -Term Bonds and Stocks SOLD REDEEMED or Otherwise DISPOSED OF Dun Current Year
t 2 3 4 5 6 7 8 9 10 Chane In Book/Ad'usted Car in Value 16 17 18
11 12 13 14 FExchange
19 20 21
Current Total Bond
Years Change in BooW Interest/
Prior Year Current Other- Book,' Adjusted ForeignStock Statetl
Hook' Unrealized Years Than- Adjusted Carrying Exchan eCUSIP Number of Adjusted Valuation g Dividends Con-
Identi- For- Disposal Name Shares of Con• (Amor- Temporary Carrying Value at Gain Realized Total Gain Received tractual
Canying Increase/ tization)/ Impairment Value yg Disposal (Loss)on Gain(Loss) (Loss)on During Maturity
tic
Description eign Date of Purchaser Stock sideration Par Value Actual Cost Value Decrease Accretion Recognized 11+12-13 Value Date Dis saf on Disposal Disposal Year Date
9752a lion U.S."reaswY Description
.._ript...................................DSDate!3_Nal of .................... .325,000 ....325:090 l C st d25,147 _
........... ......... ........... ----------!, ................_0 acct........_!14]1........_........0 _.......__.!1471................A ....._.."35.900 _.
91020-aY-O...US ir.asm Note..........................___......._._.......11/15/29!3.W_.........................._..__.._. ....__..1.2q,00 ....__.._;,200.000..__._...1,307,4 ......._.t,247,fi40-------------- __..____-_D
._..___.......0 ............. 0 ...
......__. 0 ._.._.__14;.640).._._.__..__...0 ._...._.._741.640).-_tact".......A ..._._..1,7JJ,007 ------------_2.234 ..05/!.5/2713.
0599999.Subtotal-Bonds-U.S.Governments .....__a _..._..._._....o .........__.-_..D .
7.SZs.07J 7.526.000 ;627 605 1,586 767 0 (41.767) 0 (41 781 U ---- - -
42;711-Yy-9...JA0(S ecC l7J Sch 0i st.........................................03/07/278.Pre reluie................. ............2`0.990 ..._.........M.7J0..__........282,'23 ......_....174,211 ...0
........1.000 .;+./t0Y013.
7.55,000 D p
............... ..............(44) ._.__""".........0 _..........._14091..............._0 .._.......93.792
4674
0 53.239 XX
30999...JAC9804l-9241___....__._.olitical...............___➢3/01/0te_Tenet ._.._._.._500.000 .._- ...____._.331.870 __._.-__...300.504 .._.__.....__ _._......_..._.0 ____(23.792i (23392) ..03/9112021.
----------------- "'""0 '"----""""_(6541-----------"'""""0 --"----�---..15541._......----_._D ....-----"50.�
2499999.Subtotal-Bonds-U.S.Political Subdivisions of Stales,Territories and Possessions 759 000 750 000 6;3 969 'rr4 755 D .tact""---`"D --"------..A -- 0
(963) U (963 U 'r13.792 0 __
032x,52 AY-6...Fnaccrtesea 1A.k(D.._....Diii...............................2/07/073.509._._.........._ ...._......_507,090 .........._.309,990 ............5W.000 ............ 70.7921 123.792) 19.053 XXXt3
............_.__0
2x1567-PA9__7arGlas CnlY 4k Ru Ulil Disl .L;./Ot/08. .._.._._.._.._................__..._ ..........._450 ow .._450.000 __.452,669 ..... ._..450.668 _.._..... _-.__._._._.. ......._ _ _.._._..._ citta. �.
. -----0 - 0 9 D 590
... ... ..._. .. .. .. ... .990
...._..__ .....__._ ..__ ._...._.____....0
.._.....__.(6691..................0 _............_(,6691._............_D .. _...450,000
3128"41-2 rF�1tf7E iN i!3!260.----------...___............._....12/16/013.Prircioal 9aA¢li:n............. ........................__...30.055......._._.....30,055 ......23.863 .__ _....._.___ _.........__ __............_ -........
.------ ..............5,200 ........__........0 ............_._t5 ..................0 15 0 ..._.._.......0 ..............._A ..............B.D,2 ..00/017013.
31028,W-3...F{,43',S.OR 01P2.............................................12/16/0!3_Prirc 19x1 Pem<t tan acct. ......._.......5.02 _.._..._5.202 .5.;79 _...5,290 .. ....D ._ -..._.._.... ..._.__... _......._.0,65$ __........_0 ....-......._...0 _. ....7 ..
........_._ ......__... .............._2 __.. _..D
3728?4=c-5._FtSG u?OR��2887._....._.-.. ._._tacit .."._. ....._.... -iiia---.
.-----.__._..._.._..._._....12/16/08.P6.iq l Ncuticn...................._...._ 3,205__.........__.3.205 .___.3.187 .3.203 ....0 ._ 2 ..---__.1 ._-._..___._9 ........_..5.02 __.._.__._.D ._..__-......._.0 __...._.......A _._8160 ..02,/710.92.
313887-YZ-5...F.413028 .....__._.._....__...72151013..Prirc 19x1 peact lcn............._----------- .___.._.........35/ ..._.._....._ ..____.... _ __....___......_0 _...__...........2 ......_........0 ........_...3,05 __...._......__D ................A ..................0
..................382_..................362......... ............._._..359 ._..........__.D
31 BL-631....811 044 PO?i t93i71......................................72/5/0!.3..Pr ircleal Neucli On.__......._._......__.... f,WO __..._F.990 ...............2.018 __ _......... _ ............ _._......_ ..__.._.. ......_ ....""......"
....A ... ..,U ... 9 A DG ...87 .0!/0!/2032.
2 _...._
38/14-4Y..2...PY!M ^J PAS'r€7J PuU.12»43!._..._.__"_...._._ @e ......__._ .._._ .7.996 .........__.0 -----x:71_.............._0 iiia. 7 -.---.-_-""_ _._.._.__....0 ...._.._.._._.77 .Ae/0!.13)31.
_tact_ "
__.._r /073.. i .
Pr roiPal. Ncl iOn...._ .._.....__.77.324...._.._..._.]7.321..._......._!7,53$ ..............17.3x7 _...0 ._.._......... 61--......_........0 __.............._!6 __.....
_............._0
.............. 1 _..._.........D .............17,32A, ..........._A ..
313711-k9-0...>?PJq 31C Pasa lhru 1154748..........._........_...........40/25/108..Pr irc tan!F,Nct iOn..... .......7.459 ................7.459 "_......_.. _....._.....
......_ ...............7.477 ......_........7.458 ........._.._....9 ........__.......0 _........._......0 __................0 .... ..1.458 _
3137!:-0J-9._FVbt Otd Paasthru 234911...-------------__._........_....12/26/013..Prircionl aaAxllcn..__....._._.........___. ...___...._.S23:W4 ..._..__......:23. 4...........122!63 _ ._R3.543 ....e .. ........".. "...._.._....
.__.___. ..............._.0 ._.........__._451 _...____....._.0 ._._-...._..._/5'. ..
.tact _._...._.__._..0
314100 1(59...P44A s1C Puslnru 89<116......__.___.-_..._.._._acct _12!23/20!3..Prlrei9al peeuctinn...._ .-"..._.....__.0 __....._10,9ns ..__._.... _
388
_.._._..._..,66.555 ...............06.555.__.._........Sfi,7A1 ......_.......Ifi.fiA3 ....._._.....�:2A1...._.._.........0 __._._.....__A ._..... �_G .. 3.
................_0 '� _............_91281......_.........a ._._.. ..........._._0 _......_......1.909�i0<i�0.
313714-0-LB...
M. x.1 9 256743............................................12/26/^08..Pr iselnal aeurct icn........................... .............58,275 .58.275 ............37.018 58.216 ._ .._D .. ....59 .. _....._...46.215 ._....._......_D ............... .................. ..
313 0-0-LB...f.MU?JA r 299693...................................- J2/26/2013 _._........... ....__.....W- _._....--- ....._... ...............0 .._._.____......59 ._...__.......0 .. ........... ..........go _1010'/036.
.1'2!25/2073..Prirc IP.I Peact tan.............._._ _.._..._ .1.564 ...._.__.58,275 ....A ._
--------- ...."' "--..-"`----"1.584 ...............3.54'0 __.___""-"---4.578 --------------"""0 ""'"---
......G ._'0 ...__.....D _. .._.1.584 _
ITT 37371_2Y-8...FVA 41 426:845_......_._ .07/25/01.3_.Pr irelOal flehrcti0n tact_ ...............4.448 . .4:448_._..........5.440 ........_ ____...___. .. citta.. _------_.....
0
_4.118 _....0 0 .. -D - _.0 ..................i2.1225/2024.
31$18-71-1__P?PoA P.11 456276 ................................_......12/15l0t9..PrirciPal?.x117 ion..... - ....-----__._.. ........_._. ........._.._ .....__........0 _...............0 .....__......A ............0,4ea 0
............_10.001 ...............T1051 .9.883 .SIM .......0 .._.__.....t!2 0 .. ...............0 .................0 .. e7 ..0710:12013 MS.
314030..T..3...P!814 kcl+745752.... ._...... "___........J ----_-----1 ._....._.. -- ...._.___.... ..............172 .......__...D ------------
..12/5/Z78..Prircia.l 6,C!el icn ......._..._175.411? .... 10,05:
..............115.481 .._..__..._.]16780 ._..._._.__115.84!1 ------------------
O ...........__..159 ._ _..___... _.... ___....._ ............ ....... 1 .DB/O 1/021.
60691553-7...4isewrl 5'2mirge'nntal I:pl Aer ................. ..................
..........................................DS/15/08..Callei_....._._..__ .__.__........ ...__.._..MJ,030 _.._._.._.503.000.____..__..527.730 ._.._._ S13.938 .__.._..._._._0 ....__.__!:,.171__--------.__._.0 ._.__..__.11.4!71.._..___. _..... -- / .__.__._...,150 .D7/011m1a.
50535k�11-5._NissaOri 5:Hx ....D9101101J.CALLS...................._._ ._..D _._.._...512,52: ....._.__..._._D ..........1:2.5271_._tact...112.52!)..............13,125 ..05/15/016.
9 Oer..- _._...__._..25.003 ...............5,033....__....._25,000 ._.._....._.25.003 ..................U ............__.
761657.-3P-0.__SI 1x16 M3 FI.........___..........__._......... ..0 .0 ...................0 .................U.............25:077 ..
.....114/OU013_flalw....................... .....___...910.070 ..._......__.9:0.000 ....._......930.930.............S13 S23 ............_0 ._........1'501 ..--........".D ..................0 ..........
0 ..................773.119/U7/0B.
.+ ................0 ._ ..13.523).. __.A _
31 Subtolal-Bonds-U.S.S ial Revenues 3.t;,7os74 3 sa0 974 3 677 as 3.64.0 ass "- ---- ----- -- - -- - -
.tact- f7 07':1
...------ 0 -- 7,80.284
D izmn 00 ""32.3'71
07568'7-AS-6...3eclon 6lckl nscnd^✓,Nt...._._......_..._..._....__....114/15/2013..6atuec..................... .__.`03,003 500.077 47'7.255 ____
o ^ ...tact .._._...... .......... ....._._.099.779 0 .Jt 66.48 -134/X13
1512:'.k..4...:,aa tela G:._.__..........._. -. - .............1.271 ..................U .3.20
...................... 1A OA1LS......................__....._................ ........_._.:912.7% ....._......300.000 D9.5J5 193.867 0 ,_.0 ._........ ..
........___ _..._...._. __.._.......150 .."....___....
.. ..............0 ..........503:033
................D
369.104-A'!-9...Dereial D1letr ie 7c _ ...............210 .___...._..._..0 _.......__2%.403 .__A -. ""._ -__ ...--- --------t_
..._._..._.02101/013.4alwec.__....._....._._ _.._....._.3!3.039 __.........SW;099-------------S'25'.185 ..._......_.501.572 ._..._....._ _...._-...
- -----0 0 '375 Dr/'56073
...-.0 ........._.11.5721............. .......__2,66.1 ------..... ..... ._8.07 ..03/:5/074_
9426&.-FF-S_.iparC Hu ._...0 ..._._._..-f 1.172).-"..............0 ..__.......599:033 ....
Gnxs....... ..__...➢0/16/017.O:LLS ............516.50 ......._....50,000 330.030 510.906 ................D .
......_.... ....___.... ..................0 ........._(.9.698)........._........0 .....__....19.6981.................0 ...........5:6.208 ..._..........._a ...
............:2.x00 ..0ZiO!./013.
x..9..1...Ublot PI: nds neous 0110,,3.816.........................................._..._ .. 0'7,070 ......_.....S0J.000 ....._._...558.530 .....__....510.541 ........._.......0 .._...._!e,SOsl.......___._._.0 _..__.._.(10,51'.)tact..-_-.......0 _.__.....SM.030 ...-_...._-....D ...._...._320 ....._......_.30 ........_._.!d.53t .119/0112674.
.tact_. ....._.._
3899999.Subtotal-Bonds-Industrial and Miscellaneous Unaflilialed 2.319 55 2.MO. 2.389.50 2 544.391 7 0 -------------0 ----_----.15 xm _[z/➢1,2oe.
15 2991 0 i0 2631 0 2.315.:17 0 3,183 3 193 90,l0i XXX
8399997.Total-Bonds-Part 5 6.195.M8 6.175 974 9507 865 6.x26 290 D 776.103) 0 176.103
8399998.Total-Bonds-Part 5 e � 6.246 tel 9 $z.9 131 szsls rm.sn XXX
7 D U 0 0 U 0 U D D 0 0
8399999.Total-Bonds 8,195.09 9,175.971 8,507.665 8,326.193 0 (78,1611 0 178,10.31 0 8.2x8,18? 0 XXX
8999997.Total-Preferred Stocks-Part 4 0 752,9!91 `52.91^1 T0.822 XXX
a XXX o o D D o D o D D D D D xxx
8999998.Total-Prelerretl Stocks-Part 5 e XXX ➢ D o o D ➢ D
8999999.Total-Preferred Stocks 0 XXX 7 e D D XXX
0 D
772624 10.0-_Abbetl Lv'craler i.a.. _.__-..111/06/013_!Mrri 11 LYrch......................._315.000 ..__._..._:,,Bab '4,896 ......._...19.978 -----------
- 15.0!}31..-___._._.....9 0 XXX
9 a
G
7
D
...._....__.__......_.acct._ O
......_ . _._.............0 _.___.....10.0891...._..__......0
00077..10-9...A55rie Irc. ......._.0911/013.tkrrill Lyrch.._._........_.....__.300.000 - ....__....11.898
_._........10.137 ..........................7.623 _..............._...0 .........__..0 ..._........D ......._...2.931 ....2,99'
-
Iik73k4 SM0.EY 6 W.. acct ..................0 ...._.........._..0 ......_........0 ............1.60
03434E-10..9._Acc.ss Micslr.aa Partners 1?.......__...................D7/1fl/013. IOp O: .... ........_._._'.0.0!7 ...._..14,4321..................0 ....0 1x.1321.. .._A
007913-10-9_..9urter Intl Itr. -- - ....._......
......._..03/74/013.Herr ill LYrcS._...------
-.._._.... _..._
_. .............5.595 _
270.000 ..............18,682 ....._.......!3.950 ......._......17.998 'x,048). -.---_........A .. .....4.190 ..
..........___........_....._..._.. ......._... ..............__._..... ..............._0 ---._.............0 ...........1x.0481.. .....0 .. .._73.95.0
770;21-11}0...9iis1014yeia 8Wibb Ce............................._...._.DB/;9/'2013.Merrill Lyrcn_............. /,5.500 ..............9:80'/ 05% ....4,%5 ....._......_(!88). ......"". -.-- ..... ...... 490 ."".""tact ..--.-....._
110:71-70-8_.Srlstcl 9yers 69ulYk r......_................ __......._.__.0 _...___.._.....0 -_._......-_.1'881 0 .. ...... ..tact 19. _..__......._
...__tacit_..06/[9/013.M-11ill I I LYrch.............. ._-.----"..-"._ -_..._ _
...........890.000 -__....._..4f,762 _._.................11.880 ..............0.005 ..........14.251. ...9 ....0 'e 1251 0 .. ...0536 acct_._-__.__0 ._...._.._2259 .._.......1,269 ....._..._..._602 ..
......_"tacit_._ ..__.._.._.
Ci liyrcw GlcMsl _.__...._._. ___._..... ..._.__..... ............1• _.........._
118230-10-1...Duck.,,Partners: ..........................................DI/07/013.4arkeis Irc........._..........__.._..:45.0{0 ............._7,077 ........._....9:183 _._6.584 ......_....2,539 ........3 3 .........5. ...............6 citta.........
05667-10-2...CmaSra:,xCs Irro. __.._..DS/161413.!Arri II L,rch._........_. .__..._.." __...._._._.__ _acct "_....... _......
acct_-._ __
........`.390.500 _.........__40.7!1 ......_.-- 01.005 --- '""0 - _D ....2.599 -_..A ....9.83 .---__...__D '6 902 ... 902 ... 23
21702-70-0.._^ . ILL ....8 8 .................0 ....__.........__0 ._.._......_1.898 ............._...0 ......._...17.835 _.__._......._9 .. ............
........_.06/16/2013.kHrr ill LYrch._......_...............515.000 ..........._15,692 .....17.006 15.764 .._1.,2x1 -__..__.0 __.0 __...._...1.241
55554-[0-3...Ou Pmt c le Meows 3 ."."."_. ........_ ..... .--.-
_._.-..-_09/26/2075.Merrill Lyrch.............. ..._._._ _. .. ._.. _-.1?-OD6
<._._"___.._.-...... ..310.050 0166 ..............15:29. _..".0 ._...__. 637 ... ... ... ...._....._
....._..- ._..._..._. .35:03 `531 0 _----------
275055
U ._(591 .
Ou Pmt 6 19e 4emws 3^ .. _........._..... .............. .....
..a 5.231 D
..,.. w..._.._.......................09/0/073.Nxrr ill LYrM............._....._.....]05.000 .__ ......_....... ................ -.
.5.037
cal. ..............6320 ......._.............................. ...............0.70 ...............3:4 .................9
276056�10�2._ m Cerocral lcn...._........ L rcn.........................335.000 19.80 ...---.....--.-...0 --......--"""...314 ......_.._..._A .............5.037 ...... .""... _......._...
... .._ ... ....4.932 ....
_.....-_..15.444 ._._...._..16.153 _._._....2.7031.._._..__..._..9 7 ....._.._.._..0 _......__..1,191 ___.......i.:91 ........_._..
...............___"_."'" ...._.....-!2,706 -_-.......__...0 __..._.__.'>.444
_.........".__D ............0.376 .....__.._0.3'6
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Pian Mutual Insurance Company
SCHEDULE D - PART 4
Showin All Lon -Term Bonds and Stocks SOLD REDEEMED or Otherwise DISPOSED OF Durin Current Year
1 2 3 4 5 6 7 6 9 70 Chan a In Sook/Ad'usted Car 'n Vafue
76 17 18 19 20 21
17 72 13 74 75
Total
Current Total Foreign Bond
Year's Change in Exchange Book/ Interests
Prior Year Current Other- Book/ Change in Adjusted Forei n
CUSIP Book! Unrealized Year's Than- Carrying g Stock Stated
Number of Adjusted Book! Exchange Dividends Con-
icalio For- Disposal Name Shares of Con- Adjusted Valuation (Amor- Temporary Carrying Adjusted Value at Gain Realized Total Gain Received tractual
lication Descri tion eign Date of Purchaser Stock sideration Par Value Actual Cost CValueg Dec ease Accretion Recavnized i 7mentValu 13 Carrying Dispaossal (Loss)on oanl Gain(Loss) (Loss)on During Maturity
53702 10 6...EI Paso Pi.)inn Par ln¢rs _17/04/2019.6AG11AYS gPl'.A LE..............2.210.W0 .........._..32.602
23281:-1D6._EnSr is'pe EnerSY Por hers W .........D1/ID/2013.Rells Parse Sscurlliss.. 1111---...-.--71,805 1111...-......92,763 ..........120.8591..................D ..................
..53.L60 ...............1.6700 ..........-121.8591................D ...........]1.935
Date
1111...... ....2.062 ...............].814 248
on Disposal
sal
291`-01.-.Ob._Enhr idge Enupy Parlrmrs LP..._...._..............1111....9L79/1013.iel is Fano ScOri tica.. - .."......_. ...._............5 1111_... _1111. 1111--1111 _........ 1111...
_...._....b70.000 _.........._F9,125 ..__........10.519 ._ 6 ... __.._148 ..._......_...0 _.._.....1.061 ._._. _.9 178 ...ISp.O10.T/8 Years,721
Mi-8/15ff ..." _....._......18.693 ---------------826 ....._----. .5 0 "" --_-_ ......'0!241)...__....__124F)....._.......__25._
1111_ __1111..
297731'-10.4._.Energy Tranaf er EWII)'LP.........._............ , (LI 1111__ .............. ..........._ 1111.._.2G,j19 ..............D ........f 1,7951-----------!1,0951..................171 .........
...........D7/26/1013.SEOPI•IES MATT......._........]00.000 ..._..........8.;�1 ...............3.777 ........
........................ ..........___5.981 ._.........11,2051. ......0 ""`......0 1
29?731'0-9... J.P.VO�i.64 SECA I71E6 ...._.....1?,2C61-----------------0 ..11__11
Energy'ransles Parlrers LLp...__._........_......__1212012013.LLC--------------------- -,850.000 --------------41,65: ._..... ._.3,7. ........ ....__.._2
59792-107...Ente�pi ire Rc6:Pulrnra 1p...................... ..............._.....................37,739 ..............12.286 ..........14.5471.................A ..................0 ............14,5471..
........97/25/2013.U-iIIS JPI'AL LE_...............070.000 .........10.775 .7,709 "
fiVa
63<
3Ut6t0-1...= 1111. ........................ ............._10,555 ...........12.6571........._........0 ...0 ........._ 1111...
-re lsn:arporaticn................................ .D5/76/2013.Merrill L7rch._......_._.__..._.....]10.MD - ...___._..I "'."""..._ _---- __1111..
..._0 ..37.739
......___.....4,678 1111. 2.8071 1111.1111_. 0 .. .7.709
30161Y10.1... ....._.._.._a.fi44 -._ ._....._...._.3.27'. _........._l,<0, ..__......_.....0 ......_
_celcn krPcralicn_._...._._........_....._-._..111__1..DS/lfi/1013.1Nrrill LyrrF..._.....__.........._.130.OW _....___.........0 _.......1.407 ................9 ___........_4.678 1111_...__ 1111._.. _...__ _.._.......... ............
.. .-� ...3.9!2 ... 0433
75,69 ......._._.........._17.962 ..............12,788 .............5,194 .......0 --...D ............3( 1.........._(8341...........__.._ ..
t?ILL LVO.PIEr'CE, ........ .................0 .. .,5,194 _
................0 ..........._17.532
..._...._....D ..........12,9x1....__.....12.5551........._._.__.a9..
730.10-1...Gomel!Inl...__..............................................110d/10t3.FE4�f 3......._.........__......._.1.295.000 .,82.712 1.111--------23.271 .....__..29.973 .. ...a9b1.. ............
tubF_7U-u...3
vain Lle........._...._..__....__..__....___..4.._...D2/71/2013.Merrill L'yrch..._......... - _.--.--.. ..._...........0 ..................0 .._..._.....
.._.......SfiS.UVU ............17.521 .............73,178 - ...1561.._.._...._..A ..
........................ ..............23,(724 ........._....SS< ........-.........0 ..................0 .........._......154 5
4EP.!!Il11YM01.PIE4£. _.-........23, 1111. ............_ .---- _
416056�I0�7...Nasorc Irc.............. .........DA/5/2013..FEi'E:S...._.__.__............_...._530.ODO ._..........24:'81 ........-1111 I1 _..._.r.. ..___......_.. __......
......_._..__......._.._... _._........20,21.9 •/B ........
..........__19.027 ..192 ---------------_.9 .-..0 --..._._....1.192 ----------------D
BA?GdyB CAPI7A1 .............. ... D
... 557 t fi57 .D
---........ze.
119 ................D ..
..........3.94.
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13,960 ......._._...18,254 .._.......14.2]4). ......_.A
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...._
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 4
Showina All Lon -Term Bonds and Stocks SOLD REDEEMED or Otherwise DISPOSED OF During Current Year
1 2 3 4 5 6 7 8 9 10 Chane In Book/Adiusted arryino Valu 1 16 17 18 19 20 21
11 12 13 14 15
Total
Current Total Foreign Bond
Yeats Change in Exchange Book/ Interest/
Prior Year Current Other- Book/ Change m Adjusted Foreign StockStated
Book/ Unrealized Year's Than- Adjusted Book/ Carrying Exchange Dividends Con-
CUSIP Numberof Adjusted Valuation (Amor- Temporary Carrying Adjusted Value at Gain Realized Total Gain Received tractual
Identi- For- Disposal Name Shares of Con- Carrying Increase/ tization)/ Impairment Value Carrying Disposal (Loss)on Gain(Loss) (Loss)on During Maturity
fication Description eign Date of Purchaser Stock sideration Par Value Actual Cost Value Decrease Accretion Recognized 11+12-13 Value Date Disposal on Disposal Disposal Year Date
Mtr wla
4
...'fill105.4 O;s tnc.------------------------------------........---------07115/2013.$E3R1'IES(,OS4).-.-.-...-.-..._....14>.ON --.............6.295 ..._........-..._._........-.-.-....8.770 ......-.-.-.......31 ._............_1 .--,--„-----„--,0 -----.,---.-----„0 ..,_,_-.---,-..,1 .--..-..------.-9 -.----.-,--,-8.270 --..-------,----9 .-...-..-.....
.t 4 nillia-,?.trtnern;o....................._..--........_-_.DY0572013.6arclaYS Gtioital LE...__...-...-..J 10.000 -..._.--_--.-5.376 -,-.-..__----.----_--.-......--.__6,741 --.--.-._..._5. 3 ..-..-...._`.380 .....-......-.....0 .--..-....-....._0 ...--..-...-1,368 .-..._.--..--.-.0 ..--.--......5.74! .._--....--....A ---------- _.-------.-
36950. 0 ... ..--..-_..-
0.SCE-70-4...illliats?v lnrs Lo.........................................98/16/2013.Gott Sschs40......._............45.ON ....--......_.2.145 .......-..--.--.---.............-....-.1.354 _.-....-._..-2,1W ..-..-._..._.164 ...........--...-1 -....-._...-.....0 .-...............164 ........_......A ..-_-.......1.354 -.........--....9 .-...._...-_!2091..-..-.....--.1:041--............-..-->5 -.-..
e69`AF-10-4.-.tlllln;s 3rtrors io.........................................DB/70/2013.Liwimet Inc......-...................14.. .._......__-1.130 _.......-......................---..-.1,203 ...........-.-.7.'60 .--.....--.._..-35 ...............-..0 ...........-....-.0 ..................95 .--------._:....0 .........-....1.213 .......-.......-� ...---.--.-.--J 731...............173))-..................SO ---------
9511.-iG-4...Rillia.a?arinen:o._..................___..-.....-.-..-11H/1H/2013.Liyuiomel lnc.._.--..-...-._.----------16.(1:0 ......_-......._753 ..-.-..-------....__,. 79H Y'/u ----.-_-._-....tH 0 ._..-.._..-.....0 ...-.-._.....__'H --------------.-1 ....._..-..--.J9fi ----....---.-.D .-.....-__..141--...-..-.....1431-.......-.-.-.-....Z7 ....._...--.
.. .4 kill lass 3rtrers L .........................................D5/18/2013.G:I Sach3 S 0c...............230.000 --............10,993 ..-...............-._.-...-....-.....:1,695 .-.--.........11.192 ...............503 ..-.-.............0 .............0 ...-............50's _------------.--0 .......-._.71.615 ._.-............0...............1702)........-..._f 7021..................381 .-
96970.10 .-. 2 ...
AG950F104...31111am Partners:9............_.............-----.........94/298013.6arstaYs W?i tsl LE................_:.55.01717 .-.....--.---.-81u ....-....--_-....._-.-....-.-.._..B,afi2 .-.--..........7:542 ..-..........-.97J .....-...........1 .__-............0 ....-._..-.-.-.973 ...............-.0 .._.........8.462 --..-.....--.....0 _............I 7471..............11471..................+.� .................
.164._eill-?artre io............................._......-.--9 3/0.580 7 3.Barcla74 W>i tel Li....._.._......255A10 ------.--.-.J2.462 ------_--_-------__.-------....._13.811 --.-----------12.408 .--....._..1402 ....--.....--.._1 ...._........._.0 --_._...--_1.402 .....____-.-9 -------_..._3.8:1 -_------------_O ....._..-_141491.....-_--J 1.3491-...-.....-.-.-_1tt .--_......--.-_
9whX
3695%.t3 4._iii l l iam Ruiners W.........................................93/05/2318.Oarc la s Loi tel LE................1.090.W0 ...._..-...-54 776 ....-.....-......-..............---.--64.367 -..........._53.039 .--.....--.71 927 ........--_-..-..9 0 ............77,97.1 .--.._........-1 ------------54,357 -----------------0 .._..._110.6W..._..-_1'.O.6311-........_._--..SOa-----------.--.__
9099999.Subtotal-Common Stocks-Industrial and Miscellaneous Unafli fated 7 1.5.753I XXX 990.279 !,OB4.7001 01 01 01 990.279 1 0 205,474 205 474 22.91% XXX
9799997.Total-Common Stocks-Part 4 1.19;753 XXX 990 270 ;064 700 1113.316) 0 0 11 io.316) 0 390.279 0 205.474 205,474 22.933 XXX
9799998.Total-Common Stocks-Part 5 H1 565 XXX 'rs.63s 3 0 0 3 0 7ss3s % s 943 Ssa4 1.674 XXX
9799999.Total-Common Stocks 1,z??.a1s XXX !.Gss.9ta 1.684,74 1:3,3+.51 e o (1]0.3'6) 0 1,es5.9m 3 211.423 2r,,423 24.664 XXX
9899999.Total-Prelerred and Common Stocks 1.205.334 XXX 1,955.914 11g<.700 1050,315 0 % 110,3151 0 1085,414 0 211.423 211,425 24,654 XXX
9999999-Totals 9.472,fi0fi XXX 9.573.780 9.410,331 (1!0.3!81 176.1031 0 (166.419) 0 9.314 0 158,SOS 156.505 245.486 XXX
m
a
IV
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 5
S owing All Lon -Term Bonds and Stocks ACQUIRED During Year and Fully DISPOSED OF During Current Year
1 2 3 4 5 6 7 8 9 10 11 Chance in Book/Adjusted Carryino Value 17 18 19 20 21
12 13 14 15 16
Total
Current Total Foreign
Par Value Year's Change in Exchange Interest j
(Bonds) Book' Current Other- Book/ Change in Foreign and Paid for
or Adjusted Unrealized Years Than- Adjusted Book/ Exchange Realized Dividends Accrued
CUSP Number of Carrying Valuation (Amort- Temporary Carrying Adjusted Gain Gain Total Gain Received Interest
Ideni- For- Date Disposal Name of Shares Consid- Value at Increase/ ization)/ Impairment Valu(12+ Carrying (Loss)on (Loss)on (Loss)on During and
fication I Description I ei n I Acquired 1 Name of Vendor I Date I Purchaser (Stock) Actual Cost eration f Disposal Decrease Accretion Recoqnized 1 13-14) Value I Disposal Disposal I Disposal Year I Dividends
8399998.Total-Bonds a 0 a 0 0 0 0 0 01 0 0 1 0 0 a
8999998.Total-Preferred Stocks 0 0 0 0 0 0 a 0 0 a o 0 0
*;P.lu LIM.Pim.
03571041.9...Annaly G9!lgTt Inc..........-.................._....05/16/2013-Marr i 11 Lynch..._.....................rIMU2013. ;3.............--..-..--..--..-....1.245.00J __------.48,824 ...........Kiln --------------18,81! .................D ------------------0 ..-------------0 ---------..-..-..0..................0-----------------3 ......._(1.795)-......_..(4.7Cn')..-..--........SSR ----------- r'
ORILL Ly?N PIET.
K149!-:.0-8-_:ardi.1 nith Irc.------------------------ .........➢6/19/2113-Marr i 11 Lynch---------------------------12/04/2013._INS d------....-----------.......-._..945.030 ...........30.535 --------...39.491 -...-..-..--.3a,sffi ------------.--..0 ...............---0 ...-...-...._-_.0 -__-.......-....0 ......_....-....0 ..--.-..........D ...-........9,_60 -_....__..8.960 --------------.318
253SI4:09...Ou Pcnt E I N Ne.—4 7................. ....-- .Di/08/2013.It—i 11 Ly.h..........................09/26/3113.}lam 11 lynth----- -.._.-......260.000 ...........11,963 ..........."5.421 ..............F 1,963 ..................0 ..................a ............._..A .---.-------_--_0 -..----.-..._0 ..---------....0 -----.......3.466 -........-..3.456 _...._.......346 ..................0
PEI"SAST SEN9ITIES
494571:01_."r indar trraan IM. ................_...........__-X2/12/2013-_I V S—riliia LLC.4—FI ..1210 4/20 13. CLISA7...._.............-..__-......--_-.360.000 ----------.14.3:5 ------.....32.632 --------------74.215 A ..--.-----------0 --------.--..--..A -----------___0 __-....._-._D .........--.....� ......--...!1.603 -.-....-_.(1.663)-.--.._.-.....4^x ._...-.--.._..-.0
9099999.Subtotal-Common Stocks-Industrial and Miscellaneous Unaffiliated 75,N a1 sas 75,636 0 0 0 a a o 5,949 5,319 1,674 0
9799998.Total-Common Stocks 1 75.636 61.5651 75.636 a 0 0 0 01 0 5.949 5,949 1.674. 0
9899999.Total-Preferred and Common Stocks 75.636 81.585 1 75,635 0 0 of a 0 a 5.949 1 5,949 <..674 0
.............................. ..........................------------------------------------................................................-..........................................................._...--.-..............-.....................--.-............................................................................._......................................---------..- --..................................--.. ..-----
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cn ................................................... . ......................................................' .........-.................................................................................--'--..........................................................-'---. .................... .................... ------------ ------ ........................................ -- - - -' ..........
- -- --'- ..............- - -- - - - _......__..-......... - ---_-..... ...._._........... . -
- ----..
9999999-Totals 75.636 61 565 75.636 0 0 0 0 0 0 5.949 5.949 1.671EO
1a
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE D - PART 6 - SECTION 1
Valuation of Shares of Subsidiary,Controlled or Affiliated Com anies
1 2 3 4 5 6 7 6 Stock of Such Company Owned by
Do Insurer's Insurer on Statement Date
Assets 9 10
NAIC Include
Valuation Intangible
NAIC Method Assets
Company (See SVO Connected
Description, Code or Purposes with Holding
Name of Subsidiary, Alien Insurer and of Such Total
CUSIP Controlled Identification Procedures Company's Amount of Such Book/Adjusted Number %of
Identification or Affiliated Company Forel n Number Manual) Stock? Intan ible Assets Carrying Value of Shares Oulstandin
0999999.Total Preferred Stocks 0 a XXX XXX
87220•-1e-1..........I TBP 4tlmn W.. Inc._-..._-------------------------00000..............._2c!62..-.-......_..01---------------------------------------------- .....................i.957.2i --------..---------2e.Qmew ..----------------Me
1799999.Subtotal-Common Stock-Other Affiliates B a.a..2B9 XXX XXX
1699999.Total Common Stocks 0 4,-67.269 XXX XXX
............................................................................_.............-------------------------..............................-----------------.................._...-'------------.........................--'----`----- -........................
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..........................--------------------...__--------------- '------------------------------- ----------------------........................-----`----------------------.............................----------.....---.-------------..........................
1999999-Totals 0 a,9B7,2B9 XXX XXX
1.Amount of insurer's capital and surplus from the prior period's statutory statement reduced by any admitted EDP,goodwill and net deferred tax assets
included therein:S -----------------------------------
2.Total amount of intangible assets nonadmitted$ ----------------------------------
SCHEDULE D - PART 6 - SECTION 2
1 2 3 4 Stock in Lower-Tier Company Owned
Total Indirectly by Insurer on
Amount of Intangible Statement Date
Assets Included in 5 6
CUSIP Name of Company Listed in Soction 1 Which Amount Shown in %of
Identification Name of Lower-Tier Company Controls Lower-Tier Com any Column 7 Section 1 Number of Shares Outstanding
05701k*-5..........ine Bar Plen Insurtnce Age r,!ro. .......TBP'.L+I Cirg G.wnx.la.
-----------__..---.-...--_-..--------_............... .-9.000.787 ............100.0
on.To 13----------Ts Bu Plan Sorel'.0 R6e1 it carmen'.--..._............._... 'BP'Ylai Co .Im.-_........_...----.-__-._.__._.__.--........_-....---.-_---......-.-_. --------------------'.5W-GN,0M .__-----—---------190.0
0299999.Subtotal-Common Stock 9 XXX XXX
-------------------- ..............................................""----------..-.--.............-...-....-..............._.........................._............_....---- ----........... .............. -----.................__..
------ ------------------------------------------..-__..-`--'--'--------------------------------------`-'--------`---
---------------------'.... ..............................................................----------------.....-"---........---......................................................__.---...---......-----------------..........................._......._...."-----------
..---------------.. .._'..................._...-'---......._..--------------------------..................-_.....................""""'......................-'-......._.-'---------.....--------............................_..------------ ------------------------
--------------'--- ------------------------------------------------------------------—-------'----------------"----------------------------------------------------------.. -------_...................
.-....................... .........--'---------------------------...---............................_............__...__..................._....._------------------------.--..............................__............................................------........._...........
W—W
---------...... --- -------------------------------------------.—...... -----------------------------------------------------------—__---------------------------------------------------------------'--'----
0399999-Total 0 XXX XXX
E16
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE DA- PART 1
Showing All SHORT-TERM INVESTMENTS Owned December 31 of Current Year
1 2 Codes 5 6 7 6 Chan a in Book/Adjusted Carryin I Value 1 13 14 Interest 21
3 4 9 10 11 12 15 16 17 18 /9 20
Total
Current Foreign Amount Due
Year's Exchange and Accrued
Current Other- Change in Dec.31 of
Book' Unrealized Yeats Than- Book/ Current Non- Amount
CUSIP Adjusted Valuation (Amor- Temporary Adjusted Year on Admitted Effective Received Paid for
Identi- For- Date Maturity Carrying Increase/ tization)/ Impairment Carrying Bonds not Due and Rale Rate When During Accrued
ficaton I Description I Code I e' n I Acquired Name of Vendor I Date Value Decrease Accretion Recognized I Value Par Value 1 Actual Cost in Default Accrued of of Paid Year Interest
0599999.Total-U.S.Government Bonds 0 0 0 0 0 0 0 0 a XXX xxx XXX 0 0
1099999.Total-All Other Government Bonds 0 0 0 0 0 0 0 0 0 XXX XXX XXX o a
1799999.Total-U.S.States,Territories and Possessions Bonds 0 0 0 0 a 0 0 0 0 XXX XXX XXX 0 0
2499999.Total-U.S.Political Subdivisions Bonds 0 0 0 0 0 0 0 0 0 XXX XXX XXX
0 0
3199999.Total-U.S.Special Revenues Bonds a o 0 0 0 0 0 0 0 XXX XXX XXX o o '
3899999.Total-Industrial and Miscellaneous(Unaffiliated)Bonds 0 0 0 0 0 0 0 0 0 XXX XXX XXX 0 0
4899999.Total-Hybrid Securities 0 0 0 0 0 0 0 00 XXX XXX XXX 0 0
5599999.Total-Parent.Subsidiaries and Affiliates Bonds 0 0 0 0 0 0 0 0 0 XXX XXX XXX 0 0
7799999.Total-Issuer Obligations 0 0 0 0 0 0 0 0 0 XXX XXX XXX 0 0
7899999.Total-Residential Mortgage-Backed Securities 0 0 0 0 0 00 0 0 XXX XXX xXX o o
7999999.Total-Commercial Mortgage-Backed Securities 0 0 0 0 0 0 0 a 0 XXX XXX XXX n 0
8099999.Total-Other Loan-Backed and Structured Securities 0 0 0 0 0 0 0 0 0 XXX XXX XXx 0 0
8399999.Total Bonds 0 0 0 0 0 0 0 0 0 XXX XXX XXX 0 0
8699999.Total-Parent Subsidiaries and Affiliates 0 0 0 0 o XxX 0 0 a XXX XXX XXX 0 u '
94975Y P-6.-.0 Is:err:AC,sr?I!4r.In._......_.._._..:.__.._....-..._..-..J2Pt/23:3.-J3 fiark..__._-.--.- ...-.XXX--.-----------------15,0'.3 _........-
-"----""--------------- ------ -------------------" --------------------------"------------------------25.013 ----"" .------- ---0.7 ----"e 7 r la
.. -25.013 .. 20 _ 20 ]n rlr _-_.---.-._....7
3/846Y-4:d._?Irst Acer Sreas i4:li9-e Intl Irn CI...__.C.. .............72/31/a1t3..:f Bark.........--..-....................-. ..._XXx...................2x1,033 _.-_........
. .................... ............. � ............ .003 ........................-.-...........__. ....._...... ................. .........-.--. .........._..
M 71846y-10-4...?iisl 1.xi?r i'. Oiil l Funi JI Y-----------------.....................J2/31/ZJ:3..:�BL*.._....__.._..........._.._..._........ ..-_XXX-_-..-_-.._..2,514.'.<6 L................... ........._--."_--_. .......-..-......._.-..._.....-_..-.. .....-....2.514.148 .-_.--...2.5I4.748 .__......------------.___._.......-.-.. .............
- _
—� 8999999.Subtotal-Class One Mone Market Mutual Funds -
v 2.739.s4 e 0 0 .. XXX 2... 164 0 0 XXX XXX XXX 45 e
....._...........?Icer Jouray k.tl'.....................................................-""..Jz/12/2353..?Ipsr Jal tray Cc.__........
"01/19/2014.............:.�9.192 .......---"'-"'-.. ................._.._..........---"-----................ .........-',33.192 f.arA.?32 ....................... _....0.680 .-........0.680 .9atur l ty. -_.....9.493 ..
...........---....__ ............ .J2/13/2J'3..?i 94r.pllray rr,. D?/'.3/2-314......-..._--..7'14.059 ...-------...__-.. .._........._.---.-__.-............- .-..........__.-.. ............-724.058 .....---...-./24,0Stl...._..__"__".-_....._...-.....___. -.__.1 590 -------I'M _Valu,ily- "_-3.766 -...-.........
:. LP.........................._._.....................J2/02/2JE3..?ier Jallra•s.-....._.....---...-.......A'/02/A74----...--.-.J.198.274 -..--_..._.___._.._.-.-......--..--.-.--...-------...... .._.........--_-.. .....--...J 196.274 ......----i.i99,T4 ............-.-..-..._......---......__.. _..__1.6911 __..-...1.690 1hturll -.-..._....10.B59 --......._._-..
9099999.Subtotal-Other Short-Term Invested Assets 3321 524 0 0 0 0 Xxx 3.32+.524 0 0 XXX XXX XXX 27 115 0
9199999-Totals 6.060588 o 0 0 o XXX 6.660.666 0 0 XXX XXx XXX 1 27.160 0
ANNUAL STATEMENT FOR THE YEAR 2013 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 D-Section 1 -Counterparty Exposure for Derivative Instruments Open
NONE
Schedule DB- Part D-Section 2-Collateral for Derivative Instruments Open- Pledged By
NONE
Schedule DB- Part D-Section 2-Collateral for Derivative Instruments Open- Pledged To
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,E25
ANNUAL STATEMENT FOR THE YEAR 2013 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
De silo Code Interest Year of Current Year Balance '
Ni Oaest Bark6antre......__. 6t.Louis.Missoori........................... ........................0.too ....._...._2,124 ..... -.271,184.XXX
Central Sank._.....itsi.. Jefferson Nt,Wdi owi.______......... ._........0.050 .XXX
0199998 Deposits in... depositories which do not exceed the
allowable limit in any one depository(Soe instructions)-open
dep9silories XXX XXX XXX
0199999.Totals-O on De osilories XXX XXX 2,182 0 410,806 XXX
0299998 Deposits in... depositories which do not exceed the
allowable limit in any one depository(See instructions)-suspended
do2osilones XXX XXX XXX
0299999.Totals-Sus ended De sitories XXX XXX 0 0 0 XXX
0399999.Total Cash on Deposit XXX XXX 2,182 0 4101806 XXX
0499999.Cash in Com an s Office XXX XXX XXX XXX 1,430 XXX
.....
........... --- ---......-----'-'--------------.....'-----...-------..--'----------------------------
------------- --------------- ---------------------------------------- -----------------------.._'------------------------------------
...
..............._..._......_-------- ....--- ---------------......._----......__.
-------------
-----..... .....----.........-----....2..lg- ---
0599999 Total-Cash XXX XXX ,782 0 412,236 XXX
TOTALS OF DEPOSITORY BALANCES ON THE LAST DAY OF EACH MONTH DURING THE CURRENT YEAR
1. January..-...--.-.............�177 4. April_-..-....-.—.-........--.-..139.928 7. July--.-....------.--.--.---------..1.733.284 70. 21
2. February--.-.-............. 5. May...-.--.......---.-.-..........]7,715 8. August....--.............-..-.......140,444 11. November---.........-.--....1,037.172
3. March 6. June 6,926 g. Se!ember 738.750 i2. December 412,236
E26
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE E - PART 2 - CASH EQUIVALENTS
Show Investments Owned December 31 of current Year
t 2 3 4 5 6 7 8
Descri tion Book/Adjusted Amount of Interest Amount Received
Code Date Acquired Rate of Interest MaturityDate Carr in value Due and Accrued Durin Year
---------------------------------------
--- ........._-..............-----.......----.................................._..............._..........................---.......................-'----.......................-.........'-...... .'-.................._.-..-..................-. ...._...-.. ....._------.....----.......................----................_........---.......--.....---..._---.........__.................................--....---
-........._...----.........._....-----......._.---........................................- .....--------...._.------'-----.....------...-'----......-------._.------......------.....---- .............`---._.................`...e
-........---.......--...................I..................
N ------- ------
-------------------------------------------------- ......................................................................................................................................._ ( N ------------------------------------------------------------ ------- -------------------------------.....:--------------------------- ................................................
-----------..................................... ...........I...........
----------- .................................................................-......_..........................................................................---...............-----...................-------- ..------------. ---------..................I...................... ......- ----_.---------
............... -
-------------------------------------
---------------------
------ ------------
m - -------------------------- :::::: - - --- -::: :::::::' ::::::::: -::::::::::: - ----------- -------------------------------- ----:::------------------------- ............................................. ------------------------------
------------------......................................................................I....................................................................................................................................
--------------------------------------------------------------.................................................................................................................
- ----
-------------------
--------
.............................
--------..................................... .......................
....................
- ...
_.......... ........ _......----------------------------------------------------------------- - -
---------------------
`t ----------------------------------------- - - --------------------
--------------------------
-...........................................................................
......................................................................................................................................................................................................................................
.........................---------------- ---------------
--------------------- --------
--------------------------------------------------------------------------- ----------------------
----------............--------------------------
- ---------------
-------------
----------......---------------------------------------------------.--....._. ----......-- ._..--- --.................--...._..........----- -. -. ----------- .------------------ ............-.. .-------------------------------------------------------- ..............
- -
.....................................
......... ............................................................................
------------I......................
..............................
..................................
.......................................................................................................................................
......................................... -----------------------------------------------------------------------
---------------------------
-----------------------------------------------------------------------------------------------------------------------
................-------------------------
----------------------------------------------
-------------------------
--------------------------------------------------------
---------
----------------------------------------------
...........................................................................................
..... .........................................................
---------------------------------------------------------------------------.....................................................................................................................................
........... ...............................
--------..
........---------------------------------------
. ............................. -------------------------------------------------------------------------
- ----- ' --- ... _......_..............................
9- ota Cash E uivalents
ANNUAL STATEMENT FOR THE YEAR 2013 OF THE The Bar Plan Mutual Insurance Company
SCHEDULE E - PART 3 - SPECIAL DEPOSITS
1 Deposits For the
2 Benefit of All Polic holders All Other S coal De"sits
Type of 3 4 5 6
States Etc. De osis - Book/Adjusted Book/Adjus
Pu ted
ose of De sit Ca in Value Fair Value Car ino Value Fair Value
1. Alabama----------------------------_AL
-
3. Arizona.............................. --------...-.-...--.... ---------------------
---------AZ
..............................................-
5. California.............--------...-.- -"`--..._--........--
..............................
6.
Colorado.----------- -.CO _
-- -- - -
7. Connecticut
------------------- --
---
---------- --------------------------------
8.
Delaware-------------------- -.. - ----------
District of Columbia.............. -------------------------------
-
- ----------------
_
10. Florida----------------------------------------FL ---B.__-Per Regulatory Deposit---------------- ------------ -- --------..
- - - ---------.224,918 .----_--.-._225,221
it Georgia-----._----------------.---.-...- A ST
Gi.__ .---..Per Regulatory Deposit..-----..__._..-... -�---'---------------- -
- -.-...-...... ...............15.013 .--._--------25,613
13. ---------- --------------------
Idaho-..------- -----------
---------------------------
-----------------------------
. _
14. Illinois.........................__....--.....--..-..JL ....---`--...- '---....-_....-...--_..---
........---...--...------------------------------------------------ -
Indiana--------------- -------------------
---------------------------
Iowa.............................. .-...-----.-...---'---.-.. ...-----'---....-...----..
'--"-----'-------.....-'..__.........-'---...-.....
18. Kentucky---------------------------------------- .---------------- ---'------
-....-- ......_.-...__.-..._.....--.._.
---------
0. Maine..------------------------- ---------------------- ---.-...--...-----------
-...-------`--.._ME ..._------.. ...
21.
Marylantl.----------- ----'---
----_.----------'-------------._-.- ---------
22. Massachusetts_.---------.-----------MA - ----------------------- ---_.------------
'----
B.._.--_Per Regulatory Deposit....._.....--...___-----
------- -...-------------- .-------525:135 ................525,557
3. Michigan-----.-...-------------............-.MI
--------- ---------"--.....- ..--
25. Mississippi............. '------...---`_...---
-...-.....
............... .............
26. Missouri---- ---------
_MO _._..H_---Per Regulatory Deposit--------------------- ----------------------
- --------.----2.655,281 ..-------.2.645.065
27. Montana.------..--.....------- ...---...--------"-----
....................._...........---................-..........---"--
8. Nebraska----------------------- ------------------- ..--------------_-.._..
--'------------- ------------- --------
29. N"vada--_.-----'-"----..----._...-.__.NV -.-- ------------_.----'- --------.-.--..--.-_.
.B.-...._Per Regulatory Deposit...._................................ ............................. -.._------------------------ ---..-.-...._249.675 .---.......255,723
30. New Hampshire----------------------------NH
1. New Jersey --- ---------------------
------------------
32. New Mexico.................----------------NMB..----.Per Regulatory Deposit--'---------....-----'----------
124. -
938 ------------127,861
New York----------------------NY
34. North Carolina--------................NC --- ----'-----..-----
._SL.....Per Regulatory Deposit........._.--'----.....--------_---
--- -----------------00.W3 -------.._.-200,003
35. North Dakota------------------------..._Np ---------------------
36. Ohio -_-------------- . ---..-- �------ -------. -_-----------------
Oklahoma.--_----- --------_---.._--...
...... Per Regulatory
Y Deposit...............
......... ---
----...---
38. -304,4-38 .-.-.--.----...-.-.-.-.-2--30851.;30616
Oregon----- -------------------.-----OK8Per Regulatory Deposit--------------------------------------------------- ------------------ --- ----.324.625 ------------ 323:326
----...----OR B. Per Regulatory Deposit .................................... - -' ..-. ' ..... .Pennsylvania-...----..._....----_---___PA ---_ 277,026
40. Rhodolsland------------- ------
1
-
------- --.---------------
41.
South Carolina..-_.._...................._._._..SC --.. . ..-.-...---.......-.....--.....
42.
South Dakota.__-_-.--._.--__.-._ - .--.-_-_---
--.__----_,
--'--------- ---_-
4. Texas---------------- -----------------
4465..
Utah------
-----------------
-----.--------......_- ---------------_..-----
Vermont.............. --- -' -' �T ....-_----_---------
47.
--_----
.. .
7. Virginia---------------- __B Per Regulatory Deposit-................................. -
_._...---------._...----- ...............250.227 ................250,198
4. Washington...---....---...._.-...------WA
- ..-------'--------
49. West Virginia---------------'-----..__WV �--------------------- ------------------ I
.....----"'
51. Wyoming. ---------------------------- ....------..._----.-...
Y 9 --- -� B Per Regulatory Deposit------------------------------------...__. -----
2. American Samoa..........................AS
------------- --'------------------ ..............-177.811
51
Guam----...-------.._.--.- ._..------------'----
54.
Puerto ice..----------'-----'---..__-PR
---- .. -`---'-'-
55
U.S.Virgin Islands--...._-.--........... - --------.................
6. Northern Mariana Islands_-..._-_MP _._--.-_-- ----- -----------------
57.
anada..... ...CAN -..-------- ...---...._-.........--.-...
8. Aggregate Alien and Other-_-_.-.DT XXX �---�-------------.------
XXX 0 0 0
59. Subtotal XXX XXX 2,655,281 2,645,065
DETAILS OF WRITE-INS 2.680,656 '2,697,090
5801.
5898. Summary or remaining write-ins for -------------------- ----------------
Line 58 from overflow page--------------xxX...--..--"............................XXK.----''------
5899. Totals(linos 5801 lhiv 5803 plus "--""-"'--- ------------
5898)(line 58 above XXX XXX 0 0
0 0
E28