Life and Health Financial Oversight
Overview
The Life and Health Financial Oversight unit monitors the financial condition of all regulated Life and Health entities through the use of internal financial analysis and on-site examinations. The Unit is also responsible for the admissions process for new Life and Health entities as well as those proposing to expand into additional lines of business.
Entities subject to the units regulatory oversight include life and health insurers, fraternal benefit societies, health maintenance organizations, pre-paid limited health service organizations, pre-paid health clinics, multiple employer welfare arrangements, fiscal intermediary service organizations, discount medical plan organizations, as well as Healthflex entities that are either licensed, authorized or otherwise approved to operate in the State of Florida.
Required Financial Reporting
Life & Health
Reporting
Health Reporting (Health Insurer)
Managed
Care Reporting
Fraternal
Reporting
Forms
- OIR-D0-516: Insurance Holding Company System Registration Statement
- OIR-D0-1180: Policy Disclosure Form and Instructions
- OIR-D0-1431: Audited Financial Statements Exemption Affidavit
- OIR-D0-1433: Reinsurance Summary Statement
- OIR-A1-2116: Summary of Changes to Registration Statement
- OIR-A1-2118: Enterprise Risk Report
- Summary Exhibit (Florida Domestics Only)
- Captive Supplemental Financial Disclosure Form
- Legal Entity Grid
- OIR-A2-949: Annual Report - Contracts Issued and Outstanding
- OIR-A2-950: Annual Report - Damage Claims and Medical Injury
- OIR-A2-1083: Annual Report Filing Fee
- OIR-A1-1671: Annual Report - Discount Medical Plan Organization
- OIR-C1-905: Instructions for Investigative Reports
- OIR-D0-516: Holding Company Registration Statement
- Emergency Claims Review Form
- OIR-C1-938: Fingerprint Card Instructions
- OIR-C1-1423: Biographical Affidavit
- QTR D: Quarterly Supplement Prepaid Expenses
- QTR G: Quarterly Supplement Surplus Notes
- Legal Entity Grid
Financial Exam Reports
| Title | Type | Size | |
| 324 KB | DownloadAlign Senior Care Florida, Inc. (12/31/2023) | ||
| 430 KB | DownloadAlignment Health Plan of Florida, Inc. (12/31/2023) | ||
| 870 KB | DownloadAmerican Specialty Health Insurance Company (12/31/2023) | ||
| 465 KB | DownloadBupa Insurance Company (12/31/2023) | ||
| 325 KB | DownloadFreedom Health, Inc. (12/31/2023) | ||
| 403 KB | DownloadGreater Health Trust (6/30/2023) | ||
| 471 KB | DownloadHealthSpring of Florida, Inc. (12/31/2023) | ||
| 382 KB | DownloadHealthSun Health Plans, Inc. (12/31/2023) | ||
| 377 KB | DownloadHPMP of Florida, Inc. (12/31/2023) | ||
| 546 KB | DownloadMedAmerica Insurance Company of FL (12/31/2023) | ||
| 392 KB | DownloadOptimum Healthcare, Inc. (12/31/2023) | ||
| 379 KB | DownloadOscar Managed Care of South Florida (12/31/2023) | ||
| 422 KB | DownloadSimply Healthcare Plans, Inc. (12/31/2023) | ||
| 459 KB | DownloadTrans-Oceanic Life Insurance Company of America (12/31/2023) |
| Title | Type | Size | |
| 588 KB | DownloadOscar Managed Care of South Florida (12/31/2021) | ||
| 884 KB | DownloadOscar Insurance Company of Florida (12/31/2021) | ||
| 444 KB | DownloadCentene Venture Company (12/31/2021) | ||
| 472 KB | DownloadAmeriHealth Caritas Florida, Inc. (12/31/2021) | ||
| 1274 KB | DownloadBest Meridian Insurance Company (12/31/2021) | ||
| 338 KB | DownloadDevoted Health Insurance Company (12/31/2021) | ||
| 373 KB | DownloadAlign Senior Care Florida, Inc. (12/31/2021) | ||
| 593 KB | DownloadUnitedHealthcare of Florida, Inc. (12/31/2021) | ||
| 598 KB | DownloadPreferred Care Network, Inc. (12/31/2021) | ||
| 588 KB | DownloadPreferred Care Partners, Inc. (12/31/2021) | ||
| 446 KB | DownloadTrans-Oceanic Life Insurance Company of America (12/31/2021) | ||
| 436 KB | DownloadLongevity Health Plan of Florida, Inc. (12/31/2021) | ||
| 462 KB | DownloadMolina Healthcare of Florida, Inc. (12/31/2021) | ||
| 458 KB | DownloadFlorida Blue Medicare (12/31/2021) | ||
| 439 KB | DownloadGuideWell Simplifi (12/31/2021) |