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This document outlines revisions to SSAP No. 25, clarifying when investments should be classified as affiliated investments for reporting purposes under the NAIC regulatory framework.
Year:
2022
Region / City:
United States
Topic:
Statutory Accounting Principles
Document Type:
Agenda Item
Organization:
Statutory Accounting Principles (E) Working Group
Author:
NAIC Staff
Target Audience:
Insurance Regulatory Bodies, Accounting Professionals
Effective Period:
Ongoing
Approval Date:
May 24, 2022
Amendment Date:
December 13, 2022
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Year:
2023
Region / City:
National
Theme:
Statutory Accounting Principles, Asset-Backed Securities
Document Type:
Regulatory Guidance
Organization / Institution:
National Association of Insurance Commissioners
Author:
NAIC
Target Audience:
Insurance entities, accountants, financial analysts
Effective Period:
Beginning Jan. 1, 2025
Approval Date:
Not specified
Amendment Date:
Not specified
Hearing Date:
2020 Spring National Meeting
Location:
2020 Spring National Meeting
Deadline for Written Notice of Intent to Speak:
January 31, 2020
Deadline for Receipt of Written Comments:
January 31, 2020
Year:
2019
Region / City:
Kansas City, MO
Subject:
Accounting Principles
Document Type:
Exposure Draft
Organization:
Statutory Accounting Principles Working Group (SAPWG)
Author:
National Association of Insurance Commissioners (NAIC)
Target Audience:
Individuals and organizations involved in statutory accounting
Effective Date:
January 1, 2001; Substantive revisions - TBD
Date of Adoption:
September 20, 1994
Date of Modification:
TBD
Year:
2022
Region / City:
United States
Subject:
Accounting guidance for separate accounts
Document Type:
Agenda submission form
Organization / Agency:
NAIC – National Association of Insurance Commissioners
Author:
NAIC Staff
Target Audience:
Insurance companies and accounting professionals
Related Standards:
SSAP No. 56 – Separate Accounts, SSAP No. 50 – Classification of Insurance or Managed Care Contracts, SSAP No. 52 – Deposit-Type Contracts
Purpose:
Clarification of accounting treatment for assets reported at book value in separate accounts
Key Issues:
Transfers between separate and general accounts, recognition of gains/losses, net investment income, policyholder contracts
Year:
2020
Organization:
NAIC
Document type:
Agenda Submission Form
Topic:
SSAP No. 97 – Investments in Subsidiary, Controlled and Affiliated Entities
Scope:
Foreign and noninsurance SCA entities, paragraphs 8.b.ii and 8.b.iv
Issue:
Negative equity valuation under statutory accounting adjustments
Relevant paragraphs:
8.b.ii, 8.b.iv, 9, 13.e
Industry feedback:
Consideration of negative equity outcomes and foreign jurisdiction independence
Review period:
Last 3 years of SCA filings
Reference standards:
SSAP No. 5R, SSAP No. 6, SSAP No. 16R, SSAP No. 19, SSAP No. 20, SSAP No. 21R, SSAP No. 29, SSAP No. 68, SSAP No. 105R
Year:
2024
Region / City:
United States
Theme:
Risk-sharing provisions of the Affordable Care Act
Document Type:
Regulatory Agenda Item
Organization / Institution:
NAIC Statutory Accounting Principles Working Group
Author:
Sherry Gillespie
Target Audience:
Regulatory bodies, insurance industry professionals
Period of Validity:
Indefinite
Approval Date:
February 1, 2024
Date of Changes:
None
Year:
2020
Region / City:
United States / Kansas City
Theme:
Statutory Accounting Principles, Asset-Backed Securities
Document Type:
Exposure Draft
Organization / Institution:
National Association of Insurance Commissioners
Author:
Interested parties in statutory accounting principles
Target Audience:
Investment professionals, accountants, insurance industry stakeholders
Effective Period:
Ongoing
Approval Date:
July 31, 2020
Date of Changes:
N/A
Year:
2019
Country:
United States
Field:
Statutory Accounting
Document Type:
Working Group Agenda Submission Form
Organization:
National Association of Insurance Commissioners
Working Group:
Statutory Accounting Principles (E) Working Group
Author:
Jake Stultz
Related Standard:
SSAP No. 103R—Transfers and Servicing of Financial Assets and Extinguishments of Liabilities
Subject:
Wash sale disclosure requirements for financial asset transactions
Regulatory Context:
U.S. GAAP; definitions referenced from U.S. Securities and Exchange Commission and Internal Revenue Service
Entities Concerned:
Property and Casualty, Life, and Health insurers
Approval Activity:
Agenda item moved to active listing on August 3, 2019
Purpose:
Proposed clarification of disclosure requirements for wash sale transactions crossing reporting period end dates
Document Date:
June 2019
Status:
Exposure draft revisions considered by the Statutory Accounting Principles (E) Working Group
Year:
N/A
Region / City:
N/A
Subject:
Graduate faculty nomination and approval process
Document Type:
Instructions
Organization:
Graduate Division
Author:
N/A
Target Audience:
Graduate faculty chairs, program staff members, and relevant administrative personnel
Period of Validity:
N/A
Approval Date:
N/A
Date of Amendments:
N/A
Contextual Description:
Instructions for nominating and approving graduate faculty members, detailing required steps and approval workflow for regular, cooperating, and affiliate graduate faculty.
Organization:
Veterans Health Administration (VHA) Office of Academic Affiliations (OAA)
Department:
Office of Academic Affiliations (14AA)
Document type:
Guidance document
Version:
6.3
Publication date:
March 2025
Jurisdiction:
United States
Sector:
Health care education and training
Subject:
Verification of trainee qualifications and credentials
Applies to:
Health Professions Trainees (HPTs)
Target audience:
Affiliate and VA Program Directors
Related form:
Trainee Qualifications and Credentials Verification Letter (TQCVL)
Legal references:
5 U.S.C. § 9202; 28 U.S.C. § 2679; Federal Tort Claims Act
Policy references:
VA HR Management Letter No. 5-19-06 (June 19, 2019)
Training setting:
VA medical facilities
Scope:
Clinical, research, and quality improvement training programs
Note:
Year
Topic:
Organizational Structure
Document Type:
Bylaws
Organization:
Back Country Horsemen of (Your state)
Target Audience:
Members of BCH affiliate or local chapters
Note:
Year
Subject:
Medical education, residency, fellowship
Document type:
Agreement
Institution / Organization:
Washington State University, Elson S. Floyd College of Medicine
Target audience:
Medical residents, fellows, faculty
Effective period:
10 years
Context:
A formal agreement between Washington State University’s Elson S. Floyd College of Medicine and an affiliate institution outlining responsibilities for medical education and training of residents and fellows.
Note:
Year
Topic:
Grievance Procedures, Consumer Rights
Document Type:
Policy
Organization / Institution:
Affiliate Santé Group
Target Audience:
Consumers receiving services from the Affiliate Santé Group
Description:
A policy document outlining the grievance procedures for consumers receiving services from the Affiliate Santé Group, detailing the steps and contacts for filing complaints or grievances.
Year:
2026
Region / City:
United States
Subject:
Child Permanency and Family Assessment
Document Type:
Program Procedure / Benchmark
Organization:
SWAN Program
Affiliate Agency:
Yes
Target Audience:
Affiliate agency workers
Period of Action:
Upon family referral and profile completion
Required Components:
Family Profile, Family Orientation, Training Curriculum, Home Visits, Background Clearances, Financial and Medical Documentation
Year:
2013/2014
Region / City:
Australia
Theme:
Public & Products Liability Insurance
Document Type:
Policy guidelines
Organization / Institution:
Regional Arts Victoria
Author:
Regional Arts Victoria
Target Audience:
Financial Affiliate Members of Regional Arts Victoria
Effective Period:
Annually from August 15
Approval Date:
August 15
Amendment Date:
N/A
Year:
2025
Region / City:
Ottawa, ON
Theme:
Convention Registration
Document Type:
Declaration
Organization / Institution:
Confederation of Canadian Unions
Author:
Local President (or designate)
Target Audience:
Voting delegates, guests, and affiliated union members
Period of Validity:
Oct. 18-20, 2025
Approval Date:
N/A
Date of Changes:
N/A
Date:
January 22, 2026
Organization:
California Association of Health Plans
Affiliation:
Medicaid Health Plans of America (MHPA) State Affiliate Program
Location:
Washington, D.C., United States
Contact:
Jill Talley, Communications Director, C: (240) 338-6479
Type:
Press Release
Audience:
Media, Health Policy Stakeholders
Event:
Policy & Advocacy Leadership Forum, March 17-19, 2026
Membership:
Represents public and private health plans covering over 14 million Medicaid enrollees
Year:
2022
Region / city:
Rochester, New York
Topic:
Black storytelling, Community Engagement, Cultural Events
Document type:
Report
Organization:
Blackstorytelling League of Rochester
Author:
Gwendolyn Glenn & D’lores Simmons
Target audience:
General public, Community members, Students
Period of validity:
2022
Approval date:
Not specified
Date of changes:
Not specified
Year:
2026
Region / City:
Auburn, Alabama
Subject:
Health-System Pharmacy, Student Society
Document Type:
Constitution, Bylaws
Organization:
Auburn University Student Society of Health-System Pharmacy
Author:
Auburn University
Target Audience:
Students, Faculty, and Staff of Auburn University
Effective Period:
Ongoing
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2024
Region / City:
Glasgow
Topic:
Honorary and Affiliate Status at the University
Document Type:
Policy
Institution:
University of Glasgow
Author:
Information & Data Governance Group
Target Audience:
University staff and affiliated individuals
Effective Date:
30 June 2020
Date of Approval:
February 2024
Date of Changes:
February 2024
Year:
2023
Region / City:
Massachusetts
Topic:
Intellectual Property, Research Agreements
Document Type:
Agreement
Organization / Institution:
Massachusetts Institute of Technology
Author:
Massachusetts Institute of Technology
Target Audience:
Visitors and research affiliates at MIT
Effective Period:
January 2023 onward
Approval Date:
January 2023
Amendment Date:
N/A