Actuarial Notes

Annual Statement Examples: Allstate Insurance Company and Liberty Mutual Group

By Allstate Insurance Company and Liberty Mutual Insurance Company · Allstate Insurance Company and Liberty Mutual Group · 2025

Study guide: Exam 6U

Two property/casualty annual statements, in the NAIC's Association Edition form, that the companies post online: Allstate Insurance Company's Annual Statement for the year ended December 31, 2025 and the Combined Annual Statement of Liberty Mutual Insurance Company and its affiliated property and casualty insurers for the year ended December 31, 2024. Each carries the statement's financial pages, exhibits and schedules for the filing insurer or group.

On the syllabus

  • Exam 6U — objective C1; NAIC Official Annual Statement Examples: Allstate and The Liberty Mutual Group, which candidates may use, or their own company's statements, as illustrations to better understand the annual statement but are not responsible for any company-specific data (as the content outline states it)

Allstate Insurance Company, Annual Statement for the Year Ended December 31, 2025

  • Assets
  • Liabilities, Surplus and Other Funds
  • Statement of Income
  • Cash Flow
  • Underwriting and Investment Exhibit
    • Part 1 – Exhibit of Premiums Earned
    • Part 1A – Recapitulation of all Premiums
    • Part 1B – Exhibit of Premiums Written
    • Part 2 – Losses Paid and Incurred
    • Part 2A – Unpaid Losses and Loss Adjustment Expenses
    • Part 3 – Expenses
  • Exhibit of Net Investment Income
  • Exhibit of Nonadmitted Assets
  • Notes to Financial Statement
  • General Interrogatories – Part 1 and Part 2
  • Five-Year Historical Data
  • Exhibit of Premiums and Losses, one page for each state or jurisdiction
  • Schedule F – Parts 1 to 6
  • Schedule H – Parts 1, 2 and 5
  • Schedule P – Parts 1 to 7 and Interrogatories
  • Schedule T and Schedule T – Part 2 – Interstate Compact
  • Schedule Y – Parts 1, 1A, 2 and 3
  • Supp Interrogatories
  • Overflow Page for Write-ins
  • Summary Investment Schedule and the verification schedules for Schedules A, BA, D, DA, DB and E

Liberty Mutual Group, Combined Annual Statement for the Year Ended December 31, 2024

  • Jurat
  • Assets
  • Liabilities, Surplus and Other Funds
  • Statement of Income
  • Cash Flow
  • Underwriting and Investment Exhibit
    • Part 1 – Exhibit of Premiums Earned
    • Part 1A – Recapitulation of all Premiums
    • Part 1B – Exhibit of Premiums Written
    • Part 2 – Losses Paid and Incurred
    • Part 2A – Unpaid Losses and Loss Adjustment Expenses
    • Part 3 – Expenses
  • Exhibit of Net Investment Income
  • Schedule F – Parts 1 to 3
  • Schedule H – Parts 1 and 2
  • Schedule P – Parts 1 to 7
  • Schedule T
  • Schedule D – Summary By Country, Part 1A, Part 1, and Part 2
  • Insurance Expense Exhibit – Cover, Interrogatories and Parts 1 to 3
  • Schedule Z – Part 1

Sources