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Assessment Data

The enclosed reports summarize NOLHGA's annual survey of guaranty associations' assessments of member insurers. This survey is conducted every year in response to the NAIC's Insolvency (E) Task Force request to have such information.

Assessment and called amounts shown in the attached reports only reflect the amounts necessary to carry out the obligations of guaranty associations with respect to impairments or insolvencies of a member insurer (i.e., Class B assessments). The amounts do NOT include administrative assessments (i.e., Class A assessments). All figures shown are for the period 1988 through 2023.

Assessment activity is broken down into three categories as follows:

  • Assessed - represents amounts assessed but not necessarily billed by guaranty associations to member companies
  • Called - represents amounts actually billed to member companies
  • Refunded - represents amounts refunded to member companies (either by check or credit applied on future billings)

The following reports are included (please note all amounts are in 000's) and were posted November 25, 2024.

Insolvency Level Reports
Nationwide Capacity, Assessments Called and Refunded (by year and account) Nationwide Assessment Activity by Insolvency (by account) Nationwide Assessment Activity by Insolvency - cumulative amounts assessed, called and refunded for individual insolvencies, by year and account.
State Level Accounts

State Capacity vs. Assessments Called and Refunded

Comparison, on a state level, of annual capacity vs. amounts called and refunded, by account.

State Capacity vs. Assessments Called and Refunded - All States State Capacity vs. Assessments Called and Refunded - Alabama State Capacity vs. Assessments Called and Refunded - Alaska State Capacity vs. Assessments Called and Refunded - Arizona State Capacity vs. Assessments Called and Refunded - Arkansas State Capacity vs. Assessments Called and Refunded - California State Capacity vs. Assessments Called and Refunded - Colorado State Capacity vs. Assessments Called and Refunded - Connecticut State Capacity vs. Assessments Called and Refunded - Delaware State Capacity vs. Assessments Called and Refunded - District of Columbia State Capacity vs. Assessments Called and Refunded - Florida State Capacity vs. Assessments Called and Refunded - Georgia State Capacity vs. Assessments Called and Refunded - Hawaii State Capacity vs. Assessments Called and Refunded - Idaho State Capacity vs. Assessments Called and Refunded - Illinois State Capacity vs. Assessments Called and Refunded - Indiana State Capacity vs. Assessments Called and Refunded - Iowa State Capacity vs. Assessments Called and Refunded - Kansas State Capacity vs. Assessments Called and Refunded - Kentucky State Capacity vs. Assessments Called and Refunded - Louisiana State Capacity vs. Assessments Called and Refunded - Maine State Capacity vs. Assessments Called and Refunded - Maryland State Capacity vs. Assessments Called and Refunded - Massachusetts State Capacity vs. Assessments Called and Refunded - Michigan State Capacity vs. Assessments Called and Refunded - Minnesota State Capacity vs. Assessments Called and Refunded - Mississippi State Capacity vs. Assessments Called and Refunded - Missouri State Capacity vs. Assessments Called and Refunded - Montana State Capacity vs. Assessments Called and Refunded - Nebraska State Capacity vs. Assessments Called and Refunded - Nevada State Capacity vs. Assessments Called and Refunded - New Hampshire State Capacity vs. Assessments Called and Refunded - New Jersey State Capacity vs. Assessments Called and Refunded - New Mexico State Capacity vs. Assessments Called and Refunded - New York State Capacity vs. Assessments Called and Refunded - North Carolina State Capacity vs. Assessments Called and Refunded - North Dakota State Capacity vs. Assessments Called and Refunded - Ohio State Capacity vs. Assessments Called and Refunded - Oklahoma State Capacity vs. Assessments Called and Refunded - Oregon State Capacity vs. Assessments Called and Refunded - Pennsylvania State Capacity vs. Assessments Called and Refunded - Puerto Rico State Capacity vs. Assessments Called and Refunded - Rhode Island State Capacity vs. Assessments Called and Refunded - South Carolina State Capacity vs. Assessments Called and Refunded - South Dakota State Capacity vs. Assessments Called and Refunded - Tennessee State Capacity vs. Assessments Called and Refunded - Texas State Capacity vs. Assessments Called and Refunded - Utah State Capacity vs. Assessments Called and Refunded - Vermont State Capacity vs. Assessments Called and Refunded - Virginia State Capacity vs. Assessments Called and Refunded - Washington State Capacity vs. Assessments Called and Refunded - West Virginia State Capacity vs. Assessments Called and Refunded - Wisconsin State Capacity vs. Assessments Called and Refunded - Wyoming

State Assessment Activity Summary - Annual amounts assessed, called and refunded, by account, on a state level.

State Assessment Activity by Insolvency
Annual amounts assessed, called and refunded for individual insolvencies, sorted by state.

State Assessment Activity by Insolvency - All States State Assessment Activity by Insolvency- Alabama State Assessment Activity by Insolvency- Alaska State Assessment Activity by Insolvency- Arizona State Assessment Activity by Insolvency- Arkansas State Assessment Activity by Insolvency- California State Assessment Activity by Insolvency- Colorado State Assessment Activity by Insolvency- Connecticut State Assessment Activity by Insolvency- Delaware State Assessment Activity by Insolvency- District of Columbia State Assessment Activity by Insolvency- Florida State Assessment Activity by Insolvency- Georgia State Assessment Activity by Insolvency- Hawaii State Assessment Activity by Insolvency- Idaho State Assessment Activity by Insolvency- Illinois State Assessment Activity by Insolvency- Indiana State Assessment Activity by Insolvency- Iowa State Assessment Activity by Insolvency- Kansas State Assessment Activity by Insolvency- Kentucky State Assessment Activity by Insolvency- Louisiana State Assessment Activity by Insolvency- Maine State Assessment Activity by Insolvency- Maryland State Assessment Activity by Insolvency- Massachusetts State Assessment Activity by Insolvency- Michigan State Assessment Activity by Insolvency- Minnesota State Assessment Activity by Insolvency- Mississippi State Assessment Activity by Insolvency- Missouri State Assessment Activity by Insolvency- Montana State Assessment Activity by Insolvency- Nebraska State Assessment Activity by Insolvency- Nevada State Assessment Activity by Insolvency- New Hampshire State Assessment Activity by Insolvency- New Jersey State Assessment Activity by Insolvency- New Mexico State Assessment Activity by Insolvency- New York State Assessment Activity by Insolvency- North Carolina State Assessment Activity by Insolvency- North Dakota State Assessment Activity by Insolvency- Ohio State Assessment Activity by Insolvency- Oklahoma State Assessment Activity by Insolvency- Oregon State Assessment Activity by Insolvency- Pennsylvania State Assessment Activity by Insolvency- Puerto Rico State Assessment Activity by Insolvency- Rhode Island State Assessment Activity by Insolvency- South Carolina State Assessment Activity by Insolvency- South Dakota State Assessment Activity by Insolvency- Tennessee State Assessment Activity by Insolvency- Texas State Assessment Activity by Insolvency- Utah State Assessment Activity by Insolvency- Vermont State Assessment Activity by Insolvency- Virginia State Assessment Activity by Insolvency- Washington State Assessment Activity by Insolvency- West Virginia State Assessment Activity by Insolvency- Wisconsin State Assessment Activity by Insolvency- Wyoming
The data used in the enclosed reports is collected annually from the guaranty associations, however it is NOT traced to appropriate financial statements of the life and health insurance guaranty associations. As such, the information contained in this report may NOT be utilized by member insurers in protesting actual assessments made by the guaranty associations.
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National Organization of Life & Health Insurance Guaranty Associations
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Phone Number: 703.481.5206
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