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10-Q Filing

PROTECTIVE LIFE CORP CIK: 355429 Q1 2017
Filing Information
Form Type 10-Q
Accession Number 0000355429-17-000007
Period End Date 20170331
Filing Date 20170508
Fiscal Year 2017
Fiscal Period Q1
XBRL Instance pl-20170331.xml
Balance Sheet 124 line items
Line Item Tag Value Unit Period
Fixed maturities, amortized cost FixedMaturitiesAmortizedCost $39.83B USD Point-in-time
Fixed maturities, amortized cost FixedMaturitiesAmortizedCost $39.88B USD Point-in-time
Fixed maturities, at fair value (amortized cost: 2017 - $39,880,027; 2016 - $39,832,724) MarketableSecuritiesFixedMaturities $38.58B USD Point-in-time
Fixed maturities, at fair value (amortized cost: 2017 - $39,880,027; 2016 - $39,832,724) MarketableSecuritiesFixedMaturities $38.18B USD Point-in-time
Fixed maturities at amortized cost, fair value HeldToMaturitySecuritiesFairValue $2.73B USD Point-in-time
Fixed maturities at amortized cost, fair value HeldToMaturitySecuritiesFairValue $2.75B USD Point-in-time
Fixed maturities, at amortized cost (fair value: 2017 - $2,746,375; 2016 - $2,733,340) HeldToMaturitySecurities $2.76B USD Point-in-time
Equity securities, cost EquitySecuritiesCost $768.42M USD Point-in-time
Fixed maturities, at amortized cost (fair value: 2017 - $2,746,375; 2016 - $2,733,340) HeldToMaturitySecurities $2.77B USD Point-in-time
Equity securities, cost EquitySecuritiesCost $783.75M USD Point-in-time
Equity securities, at fair value (amortized cost: 2017 - $783,751; 2016 - $768,423) MarketableSecuritiesEquitySecurities $792.23M USD Point-in-time
Equity securities, at fair value (amortized cost: 2017 - $783,751; 2016 - $768,423) MarketableSecuritiesEquitySecurities $754.49M USD Point-in-time
Mortgage loans, related to securitizations MortgageLoanSecuritizations $277.96M USD Point-in-time
Mortgage loans, related to securitizations MortgageLoanSecuritizations $267.27M USD Point-in-time
Mortgage loans (related to securitizations: 2017 - $267,267; 2016 - $277,964) MortgageLoansOnRealEstateCommercialAndConsumerNet $6.31B USD Point-in-time
Investment real estate, accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $252.00K USD Point-in-time
Investment real estate, accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $291.00K USD Point-in-time
Mortgage loans (related to securitizations: 2017 - $267,267; 2016 - $277,964) MortgageLoansOnRealEstateCommercialAndConsumerNet $6.13B USD Point-in-time
Investment real estate, net of accumulated depreciation (2017 - $291; 2016 - $252) RealEstateInvestmentPropertyNet $8.06M USD Point-in-time
Investment real estate, net of accumulated depreciation (2017 - $291; 2016 - $252) RealEstateInvestmentPropertyNet $7.15M USD Point-in-time
Other intangibles, accumulated amortization FiniteLivedIntangibleAssetsAccumulatedAmortization $89.57M USD Point-in-time
Other intangibles, accumulated amortization FiniteLivedIntangibleAssetsAccumulatedAmortization $79.23M USD Point-in-time
Property and equipment, accumulated depreciation AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment $17.45M USD Point-in-time
Policy loans LoansInsurancePolicy $1.65B USD Point-in-time
Property and equipment, accumulated depreciation AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment $19.97M USD Point-in-time
Policy loans LoansInsurancePolicy $1.64B USD Point-in-time
Common Stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Other long-term investments OtherLongTermInvestments $865.30M USD Point-in-time
Other long-term investments OtherLongTermInvestments $879.42M USD Point-in-time
Common Stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Short-term investments OtherShortTermInvestments $299.17M USD Point-in-time
Short-term investments OtherShortTermInvestments $332.43M USD Point-in-time
Common Stock, shares authorized (in shares) CommonStockSharesAuthorized 5,000.00 shares Point-in-time
Common Stock, shares authorized (in shares) CommonStockSharesAuthorized 5,000.00 shares Point-in-time
Common Stock, shares issued (in shares) CommonStockSharesIssued 1,000.00 shares Point-in-time
Common Stock, shares issued (in shares) CommonStockSharesIssued 1,000.00 shares Point-in-time
Total investments Investments $50.70B USD Point-in-time
Total investments Investments $51.26B USD Point-in-time
Cash Cash $409.38M USD Point-in-time
Net unrealized gains (losses) on investments, income tax AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestmentsTaxEffect $-264.16M USD Point-in-time
Cash Cash $348.18M USD Point-in-time
Cash Cash $396.07M USD Point-in-time
Cash Cash $354.14M USD Point-in-time
Net unrealized gains (losses) on investments, income tax AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestmentsTaxEffect $-349.54M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $493.63M USD Point-in-time
Net unrealized (losses) gains relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, income tax AccumulatedOtherComprehensiveIncomeLossUnrealizedOtherThanTemporaryImpairmentLossesTaxEffect $-3.86M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $482.39M USD Point-in-time
Net unrealized (losses) gains relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, income tax AccumulatedOtherComprehensiveIncomeLossUnrealizedOtherThanTemporaryImpairmentLossesTaxEffect $-1.87M USD Point-in-time
Accumulated loss - derivatives, income tax AccumulatedOtherComprehensiveIncomeLossAccumulatedGainLossOnHedgingTax $391.00K USD Point-in-time
Accumulated loss - derivatives, income tax AccumulatedOtherComprehensiveIncomeLossAccumulatedGainLossOnHedgingTax $101.00K USD Point-in-time
Accounts and premiums receivable PremiumsAndOtherReceivablesNet $129.44M USD Point-in-time
Accounts and premiums receivable PremiumsAndOtherReceivablesNet $118.30M USD Point-in-time
Reinsurance receivables ReinsuranceRecoverables $5.31B USD Point-in-time
Reinsurance receivables ReinsuranceRecoverables $5.32B USD Point-in-time
Postretirement benefits liability adjustment, income tax AccumulatedOtherComprehensiveIncomeLossMinimumPensionLiabilityAdjustmentTax $578.00K USD Point-in-time
Postretirement benefits liability adjustment, income tax AccumulatedOtherComprehensiveIncomeLossMinimumPensionLiabilityAdjustmentTax $578.00K USD Point-in-time
Deferred policy acquisition costs and value of business acquired DeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $2.02B USD Point-in-time
Deferred policy acquisition costs and value of business acquired DeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $2.07B USD Point-in-time
Goodwill Goodwill $793.47M USD Point-in-time
Goodwill Goodwill $793.47M USD Point-in-time
Other intangibles, net of accumulated amortization (2017 - $89,573; 2016 - $79,226) OtherIntangibleAssetsNet $675.51M USD Point-in-time
Other intangibles, net of accumulated amortization (2017 - $89,573; 2016 - $79,226) OtherIntangibleAssetsNet $688.08M USD Point-in-time
Property and equipment, net of accumulated depreciation (2017 - $19,973; 2016 - $17,450) PropertyPlantAndEquipmentNet $106.11M USD Point-in-time
Property and equipment, net of accumulated depreciation (2017 - $19,973; 2016 - $17,450) PropertyPlantAndEquipmentNet $105.42M USD Point-in-time
Other assets OtherAssets $170.00M USD Point-in-time
Other assets OtherAssets $213.90M USD Point-in-time
Income tax receivable IncomeTaxReceivable $116.82M USD Point-in-time
Income tax receivable IncomeTaxReceivable $110.09M USD Point-in-time
Variable annuity AssetsRelatedToSeparateAccountsVariableAnnuity $13.24B USD Point-in-time
Variable annuity AssetsRelatedToSeparateAccountsVariableAnnuity $13.51B USD Point-in-time
Variable universal life AssetsRelatedToSeparateAccountsVariableUniversalLife $935.43M USD Point-in-time
Variable universal life AssetsRelatedToSeparateAccountsVariableUniversalLife $895.92M USD Point-in-time
Total assets Assets $76.01B USD Point-in-time
Total assets Assets $75.00B USD Point-in-time
Future policy benefits and claims LiabilityForFuturePolicyBenefitsAndUnpaidClaimsAndClaimsAdjustmentExpense $30.51B USD Point-in-time
Future policy benefits and claims LiabilityForFuturePolicyBenefitsAndUnpaidClaimsAndClaimsAdjustmentExpense $30.63B USD Point-in-time
Unearned premiums UnearnedPremiums $853.79M USD Point-in-time
Unearned premiums UnearnedPremiums $848.50M USD Point-in-time
Total policy liabilities and accruals PolicyLiabilitiesAndAccruals $31.48B USD Point-in-time
Total policy liabilities and accruals PolicyLiabilitiesAndAccruals $31.36B USD Point-in-time
Stable value product account balances StableValueProductAccountBalances $3.50B USD Point-in-time
Stable value product account balances StableValueProductAccountBalances $3.61B USD Point-in-time
Annuity account balances AnnuityAccountBalances $10.64B USD Point-in-time
Annuity account balances AnnuityAccountBalances $10.63B USD Point-in-time
Other policyholders funds OtherPolicyholderFunds $1.18B USD Point-in-time
Other policyholders funds OtherPolicyholderFunds $1.17B USD Point-in-time
Other liabilities OtherLiabilities $2.02B USD Point-in-time
Other liabilities OtherLiabilities $1.92B USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $1.60B USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $1.72B USD Point-in-time
Non-recourse funding obligations NonrecourseFundingObligations $2.80B USD Point-in-time
Non-recourse funding obligations NonrecourseFundingObligations $2.79B USD Point-in-time
Secured financing liabilities CollateralizedFinancings $797.72M USD Point-in-time
Secured financing liabilities CollateralizedFinancings $827.23M USD Point-in-time
Debt DebtLongtermAndShorttermCombinedAmount $1.16B USD Point-in-time
Debt DebtLongtermAndShorttermCombinedAmount $1.31B USD Point-in-time
Subordinated debt securities SubordinatedDebt $441.20M USD Point-in-time
Subordinated debt securities SubordinatedDebt $439.26M USD Point-in-time
Variable annuity LiabilitiesRelatedToSeparateAccountsVariableAnnuity $13.24B USD Point-in-time
Variable annuity LiabilitiesRelatedToSeparateAccountsVariableAnnuity $13.51B USD Point-in-time
Variable universal life LiabilitiesRelatedToSeparateAccountsVariableUniversalLife $935.43M USD Point-in-time
Variable universal life LiabilitiesRelatedToSeparateAccountsVariableUniversalLife $895.92M USD Point-in-time
Total liabilities Liabilities $69.53B USD Point-in-time
Total liabilities Liabilities $70.45B USD Point-in-time
Commitments and contingencies - Note 11 CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies - Note 11 CommitmentsAndContingencies - USD Point-in-time
Common Stock: 2017 and 2016 - $0.01 par value; shares authorized: 5,000; shares issued: 1,000 CommonStockValue - USD Point-in-time
Common Stock: 2017 and 2016 - $0.01 par value; shares authorized: 5,000; shares issued: 1,000 CommonStockValue - USD Point-in-time
Additional paid-in-capital AdditionalPaidInCapital $5.55B USD Point-in-time
Additional paid-in-capital AdditionalPaidInCapital $5.55B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $503.55M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $571.99M USD Point-in-time
Net unrealized (losses) gains on investments, net of income tax: (2017 - $(264,157); 2016 - $(349,541)) AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestments $-649.15M USD Point-in-time
Net unrealized (losses) gains on investments, net of income tax: (2017 - $(264,157); 2016 - $(349,541)) AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestments $-490.58M USD Point-in-time
Net unrealized gains (losses) relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, net of income tax: (2017 - $(1,869); 2016 - $(3,864)) AccumulatedOtherComprehensiveIncomeLossUnrealizedOtherThanTemporaryImpairmentGainLoss $-7.17M USD Point-in-time
Net unrealized gains (losses) relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, net of income tax: (2017 - $(1,869); 2016 - $(3,864)) AccumulatedOtherComprehensiveIncomeLossUnrealizedOtherThanTemporaryImpairmentGainLoss $-3.47M USD Point-in-time
Accumulated loss - derivatives, net of income tax: (2017 - $101; 2016 - $391) AccumulatedOtherComprehensiveIncomeLossCumulativeChangesInNetGainLossFromCashFlowHedgesEffectNetOfTax $727.00K USD Point-in-time
Accumulated loss - derivatives, net of income tax: (2017 - $101; 2016 - $391) AccumulatedOtherComprehensiveIncomeLossCumulativeChangesInNetGainLossFromCashFlowHedgesEffectNetOfTax $188.00K USD Point-in-time
Postretirement benefits liability adjustment, net of income tax: (2017 - $578; 2016 - $578) AccumulatedOtherComprehensiveIncomeLossDefinedBenefitPensionAndOtherPostretirementPlansNetOfTax $-1.07M USD Point-in-time
Postretirement benefits liability adjustment, net of income tax: (2017 - $578; 2016 - $578) AccumulatedOtherComprehensiveIncomeLossDefinedBenefitPensionAndOtherPostretirementPlansNetOfTax $-1.07M USD Point-in-time
Total shareowners equity StockholdersEquity $5.56B USD Point-in-time
Total shareowners equity StockholdersEquity $5.47B USD Point-in-time
Total liabilities and shareowners equity LiabilitiesAndStockholdersEquity $75.00B USD Point-in-time
Total liabilities and shareowners equity LiabilitiesAndStockholdersEquity $76.01B USD Point-in-time
Income Statement 40 line items
Line Item Tag Value Unit Period
Benefits and settlement expenses, reinsurance ceded ReinsuranceEffectOnClaimsAndBenefitsIncurredAmountCeded $299.87M USD 1 Quarter
Benefits and settlement expenses, reinsurance ceded ReinsuranceEffectOnClaimsAndBenefitsIncurredAmountCeded $263.38M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $852.79M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $860.59M USD 1 Quarter
Other operating expenses, reinsurance ceded OtherOperatingExpensesReinsuranceCeded $51.02M USD 1 Quarter
Other operating expenses, reinsurance ceded OtherOperatingExpensesReinsuranceCeded $48.31M USD 1 Quarter
Reinsurance ceded CededPremiumsWritten $316.08M USD 1 Quarter
Reinsurance ceded CededPremiumsWritten $310.33M USD 1 Quarter
Net of reinsurance ceded NetOfReinsuranceCeded $544.51M USD 1 Quarter
Net of reinsurance ceded NetOfReinsuranceCeded $542.47M USD 1 Quarter
Net investment income NetInvestmentIncome $475.12M USD 1 Quarter
Net investment income NetInvestmentIncome $506.41M USD 1 Quarter
Derivative financial instruments GainLossOnDerivativeInstrumentsNetPretax $-73.50M USD 1 Quarter
Derivative financial instruments GainLossOnDerivativeInstrumentsNetPretax $-69.88M USD 1 Quarter
All other investments RealizedInvestmentGainsLossesAllOtherInvestments $81.73M USD 1 Quarter
All other investments RealizedInvestmentGainsLossesAllOtherInvestments $22.84M USD 1 Quarter
Other-than-temporary impairment losses MarketableSecuritiesRealizedGainLossOtherThanTemporaryImpairmentsAmount $2.73M USD 1 Quarter
Other-than-temporary impairment losses MarketableSecuritiesRealizedGainLossOtherThanTemporaryImpairmentsAmount $2.77M USD 1 Quarter
Portion recognized in other comprehensive income (before taxes) OtherThanTemporaryImpairmentsInOtherComprehensiveIncomeReclassificationBeforeTax $152.00K USD 1 Quarter
Portion recognized in other comprehensive income (before taxes) OtherThanTemporaryImpairmentsInOtherComprehensiveIncomeReclassificationBeforeTax $-5.11M USD 1 Quarter
Net impairment losses recognized in earnings OtherThanTemporaryImpairmentLossesInvestmentsPortionRecognizedInEarningsNet $2.62M USD 1 Quarter
Net impairment losses recognized in earnings OtherThanTemporaryImpairmentLossesInvestmentsPortionRecognizedInEarningsNet $7.83M USD 1 Quarter
Other income OtherIncome $109.24M USD 1 Quarter
Other income OtherIncome $103.72M USD 1 Quarter
Total revenues Revenues $1.11B USD 1 Quarter
Total revenues Revenues $1.13B USD 1 Quarter
Benefits and settlement expenses, net of reinsurance ceded: (2017 -$263,377; 2016 -$299,873) PolicyholderBenefitsAndClaimsIncurredNet $749.64M USD 1 Quarter
Benefits and settlement expenses, net of reinsurance ceded: (2017 -$263,377; 2016 -$299,873) PolicyholderBenefitsAndClaimsIncurredNet $714.54M USD 1 Quarter
Amortization of deferred policy acquisition costs and value of business acquired AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $20.52M USD 1 Quarter
Amortization of deferred policy acquisition costs and value of business acquired AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $30.75M USD 1 Quarter
Other operating expenses, net of reinsurance ceded: (2017 -$51,017; 2016 -$48,311) OtherOperatingExpensesNetOfReinsuranceCeded $222.79M USD 1 Quarter
Other operating expenses, net of reinsurance ceded: (2017 -$51,017; 2016 -$48,311) OtherOperatingExpensesNetOfReinsuranceCeded $209.78M USD 1 Quarter
Total benefits and expenses BenefitsLossesAndExpenses $992.95M USD 1 Quarter
Total benefits and expenses BenefitsLossesAndExpenses $955.07M USD 1 Quarter
Income before income tax IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $171.84M USD 1 Quarter
Income before income tax IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $112.35M USD 1 Quarter
Income tax expense IncomeTaxExpenseBenefit $56.49M USD 1 Quarter
Income tax expense IncomeTaxExpenseBenefit $36.94M USD 1 Quarter
Net income NetIncomeLoss $75.41M USD 1 Quarter
Net income NetIncomeLoss $115.35M USD 1 Quarter
Cash Flow Statement 96 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $75.41M USD 1 Quarter
Net income NetIncomeLoss $115.35M USD 1 Quarter
Realized investment losses (gains) RealizedInvestmentGainsLosses $5.61M USD 1 Quarter
Realized investment losses (gains) RealizedInvestmentGainsLosses $-54.87M USD 1 Quarter
Amortization of DAC and VOBA AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $30.75M USD 1 Quarter
Amortization of DAC and VOBA AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $20.52M USD 1 Quarter
Capitalization of DAC IncreaseDecreaseInDeferredPolicyAcquisitionCosts $80.23M USD 1 Quarter
Capitalization of DAC IncreaseDecreaseInDeferredPolicyAcquisitionCosts $81.47M USD 1 Quarter
Depreciation and amortization expense DepreciationDepletionAndAmortization $15.47M USD 1 Quarter
Depreciation and amortization expense DepreciationDepletionAndAmortization $13.83M USD 1 Quarter
Deferred income tax IncreaseDecreaseInDeferredIncomeTaxes $-111.31M USD 1 Quarter
Deferred income tax IncreaseDecreaseInDeferredIncomeTaxes $-29.13M USD 1 Quarter
Accrued income tax IncreaseDecreaseInAccruedIncomeTaxesPayable $-59.80M USD 1 Quarter
Accrued income tax IncreaseDecreaseInAccruedIncomeTaxesPayable $6.74M USD 1 Quarter
Interest credited to universal life and investment products InterestCreditedToUniversalLifeAndInvestmentProducts $156.75M USD 1 Quarter
Interest credited to universal life and investment products InterestCreditedToUniversalLifeAndInvestmentProducts $160.24M USD 1 Quarter
Policy fees assessed on universal life and investment products InsuranceCommissionsAndFees $314.61M USD 1 Quarter
Policy fees assessed on universal life and investment products InsuranceCommissionsAndFees $335.88M USD 1 Quarter
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $-21.20M USD 1 Quarter
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $-15.22M USD 1 Quarter
Change in accrued investment income and other receivables ChangeInAccruedInvestmentIncomeAndOtherReceivables $9.37M USD 1 Quarter
Change in accrued investment income and other receivables ChangeInAccruedInvestmentIncomeAndOtherReceivables $55.18M USD 1 Quarter
Change in policy liabilities and other policyholders funds of traditional life and health products IncreaseDecreaseInInsuranceLiabilities $-94.23M USD 1 Quarter
Change in policy liabilities and other policyholders funds of traditional life and health products IncreaseDecreaseInInsuranceLiabilities $-28.58M USD 1 Quarter
Maturities and principal reductions of investments TradingSecuritiesMaturitiesAndPrincipalReductionsOfInvestments $23.28M USD 1 Quarter
Maturities and principal reductions of investments TradingSecuritiesMaturitiesAndPrincipalReductionsOfInvestments $44.04M USD 1 Quarter
Sale of investments TradingSecuritiesSaleOfInvestments $85.38M USD 1 Quarter
Sale of investments TradingSecuritiesSaleOfInvestments $112.16M USD 1 Quarter
Cost of investments acquired TradingSecuritiesCostOfInvestmentsAcquired $114.39M USD 1 Quarter
Cost of investments acquired TradingSecuritiesCostOfInvestmentsAcquired $131.03M USD 1 Quarter
Other net change in trading securities TradingSecuritiesOtherNetChangeInTradingSecurities $22.79M USD 1 Quarter
Other net change in trading securities TradingSecuritiesOtherNetChangeInTradingSecurities $3.80M USD 1 Quarter
Amortization of premiums and accretion of discounts on investments and mortgage loans AccretionAmortizationOfDiscountsAndPremiumsInvestments $-97.13M USD 1 Quarter
Amortization of premiums and accretion of discounts on investments and mortgage loans AccretionAmortizationOfDiscountsAndPremiumsInvestments $-142.61M USD 1 Quarter
Change in other liabilities IncreaseDecreaseInOtherOperatingLiabilities $19.37M USD 1 Quarter
Change in other liabilities IncreaseDecreaseInOtherOperatingLiabilities $90.57M USD 1 Quarter
Other, net IncreaseDecreaseInOtherOperatingCapitalNet $10.30M USD 1 Quarter
Other, net IncreaseDecreaseInOtherOperatingCapitalNet $-2.55M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivitiesContinuingOperations $40.02M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivitiesContinuingOperations $109.77M USD 1 Quarter
Maturities and principal reductions of investments, available-for-sale ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities $290.53M USD 1 Quarter
Maturities and principal reductions of investments, available-for-sale ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities $166.42M USD 1 Quarter
Sale of investments, available-for-sale ProceedsFromSaleOfAvailableForSaleSecurities $468.02M USD 1 Quarter
Sale of investments, available-for-sale ProceedsFromSaleOfAvailableForSaleSecurities $269.51M USD 1 Quarter
Cost of investments acquired, available-for-sale PaymentsToAcquireAvailableForSaleSecurities $1.35B USD 1 Quarter
Cost of investments acquired, available-for-sale PaymentsToAcquireAvailableForSaleSecurities $623.56M USD 1 Quarter
Change in investments, held-to-maturity PaymentsforProceedsfromHeldtomaturitySecurities $-11.00M USD 1 Quarter
Change in investments, held-to-maturity PaymentsforProceedsfromHeldtomaturitySecurities $2.21B USD 1 Quarter
New lendings PaymentsToAcquireMortgageNotesReceivable $373.11M USD 1 Quarter
New lendings PaymentsToAcquireMortgageNotesReceivable $271.23M USD 1 Quarter
Repayments ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $226.87M USD 1 Quarter
Repayments ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $177.14M USD 1 Quarter
Change in investment real estate, net PaymentsForProceedsFromRealEstateHeldforinvestment $-2.64M USD 1 Quarter
Change in investment real estate, net PaymentsForProceedsFromRealEstateHeldforinvestment $-832.00K USD 1 Quarter
Change in policy loans, net PaymentsForProceedsFromPolicyLoans $-15.42M USD 1 Quarter
Change in policy loans, net PaymentsForProceedsFromPolicyLoans $-14.73M USD 1 Quarter
Change in other long-term investments, net ChangeInOtherLongTermInvestmentsNet $-7.65M USD 1 Quarter
Change in other long-term investments, net ChangeInOtherLongTermInvestmentsNet $33.83M USD 1 Quarter
Change in short-term investments, net PaymentsForProceedsFromShortTermInvestments $199.25M USD 1 Quarter
Change in short-term investments, net PaymentsForProceedsFromShortTermInvestments $-31.86M USD 1 Quarter
Net unsettled security transactions UnsettledSecurityTransactionsNet $-7.36M USD 1 Quarter
Net unsettled security transactions UnsettledSecurityTransactionsNet $-123.12M USD 1 Quarter
Purchase of property, equipment, and intangibles PaymenttoAcquirePropertyPlantEquipmentandIntangibleAssets $3.65M USD 1 Quarter
Purchase of property, equipment, and intangibles PaymenttoAcquirePropertyPlantEquipmentandIntangibleAssets $8.12M USD 1 Quarter
Amounts received from reinsurance transaction ReinsuranceTransactionCashReceivedasaPartoftheTransaction $325.80M USD 1 Quarter
Amounts received from reinsurance transaction ReinsuranceTransactionCashReceivedasaPartoftheTransaction - USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivitiesContinuingOperations $-2.57B USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivitiesContinuingOperations $-359.77M USD 1 Quarter
Borrowings under line of credit arrangements and debt BorrowingsUnderLineOfCreditArrangementsAndLongTermDebt $255.00M USD 1 Quarter
Borrowings under line of credit arrangements and debt BorrowingsUnderLineOfCreditArrangementsAndLongTermDebt $90.00M USD 1 Quarter
Principal payments on line of credit arrangement and debt PrincipalPaymentsOnLineOfCreditArrangementsAndLongTermDebt $98.50M USD 1 Quarter
Principal payments on line of credit arrangement and debt PrincipalPaymentsOnLineOfCreditArrangementsAndLongTermDebt $127.89M USD 1 Quarter
Issuance (repayment) of non-recourse funding obligations IssuanceRepaymentofNonRecourseFundingObligations $2.18B USD 1 Quarter
Issuance (repayment) of non-recourse funding obligations IssuanceRepaymentofNonRecourseFundingObligations $-11.00M USD 1 Quarter
Secured financing liabilities ProceedsfromReverseRepurchaseLiabilityAndSecuritiesLendingTransactions $221.81M USD 1 Quarter
Secured financing liabilities ProceedsfromReverseRepurchaseLiabilityAndSecuritiesLendingTransactions $29.50M USD 1 Quarter
Dividends to shareowner PaymentsOfDividends $89.34M USD 1 Quarter
Dividends to shareowner PaymentsOfDividends $143.85M USD 1 Quarter
Investment product deposits and change in universal life deposits ProceedsFromAnnuitiesAndInvestmentCertificates $697.10M USD 1 Quarter
Investment product deposits and change in universal life deposits ProceedsFromAnnuitiesAndInvestmentCertificates $901.39M USD 1 Quarter
Investment product withdrawals RepaymentsOfAnnuitiesAndInvestmentCertificates $551.60M USD 1 Quarter
Investment product withdrawals RepaymentsOfAnnuitiesAndInvestmentCertificates $552.96M USD 1 Quarter
Other financing activities, net ProceedsFromPaymentsForOtherFinancingActivities - USD 1 Quarter
Other financing activities, net ProceedsFromPaymentsForOtherFinancingActivities - USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivitiesContinuingOperations $2.42B USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivitiesContinuingOperations $380.95M USD 1 Quarter
Change in cash CashPeriodIncreaseDecrease $61.20M USD 1 Quarter
Change in cash CashPeriodIncreaseDecrease $-41.93M USD 1 Quarter
Cash at beginning of period Cash $409.38M USD Point-in-time
Cash at beginning of period Cash $348.18M USD Point-in-time
Cash at beginning of period Cash $354.14M USD Point-in-time
Cash at beginning of period Cash $396.07M USD Point-in-time
Cash at end of period Cash $396.07M USD Point-in-time
Cash at end of period Cash $409.38M USD Point-in-time
Cash at end of period Cash $354.14M USD Point-in-time
Cash at end of period Cash $348.18M USD Point-in-time
Stockholders Equity 11 line items
Line Item Tag Value Unit Period
Beginning Balance StockholdersEquity $5.56B USD Point-in-time
Beginning Balance StockholdersEquity $5.47B USD Point-in-time
Net income for the three months ended March 31, 2017 NetIncomeLoss $75.41M USD 1 Quarter
Net income for the three months ended March 31, 2017 NetIncomeLoss $115.35M USD 1 Quarter
Other comprehensive income OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $437.32M USD 1 Quarter
Other comprehensive income OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $161.73M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTax $237.15M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTax $552.67M USD 1 Quarter
Dividends to parent Dividends $143.85M USD 1 Quarter
Ending Balance StockholdersEquity $5.56B USD Point-in-time
Ending Balance StockholdersEquity $5.47B USD Point-in-time
Comprehensive Income 26 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $75.41M USD 1 Quarter
Net income NetIncomeLoss $115.35M USD 1 Quarter
Change in net unrealized gains (losses) on investments, income tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-85.96M USD 1 Quarter
Change in net unrealized gains (losses) on investments, income tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-236.35M USD 1 Quarter
Reclassification adjustment for investment amounts included in net income, income tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $1.03M USD 1 Quarter
Reclassification adjustment for investment amounts included in net income, income tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $578.00K USD 1 Quarter
Change in net unrealized gains (losses) on investments, net of income tax: (2017 - $85,962; 2016 - $236,350) OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $438.94M USD 1 Quarter
Change in net unrealized gains (losses) on investments, net of income tax: (2017 - $85,962; 2016 - $236,350) OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $159.64M USD 1 Quarter
Change in net unrealized gains (losses) relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, income tax OtherComprehensiveIncomeUnrealizedGainLossOnOtherThanTemporaryImpairedInvestmentsArisingDuringPeriodTax $-159.00K USD 1 Quarter
Change in net unrealized gains (losses) relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, income tax OtherComprehensiveIncomeUnrealizedGainLossOnOtherThanTemporaryImpairedInvestmentsArisingDuringPeriodTax $-2.00M USD 1 Quarter
Change in accumulated (loss) gain - derivatives, income tax OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodTax - USD 1 Quarter
Reclassification adjustment for investment amounts included in net income, net of income tax: (2017 - $(578); 2016 - $(1,028)) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $1.91M USD 1 Quarter
Change in accumulated (loss) gain - derivatives, income tax OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodTax $362.00K USD 1 Quarter
Reclassification adjustment for investment amounts included in net income, net of income tax: (2017 - $(578); 2016 - $(1,028)) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $1.07M USD 1 Quarter
Change in net unrealized gains (losses) relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, net of income tax: (2017 - $1,995; 2016 - $159) OtherComprehensiveIncomeUnrealizedGainLossOnOtherThanTemporaryImpairedInvestmentsArisingDuringPeriodNetOfTax $294.00K USD 1 Quarter
Reclassification adjustment for derivative amounts included in net income, income tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIOnDerivativesTax $-72.00K USD 1 Quarter
Change in net unrealized gains (losses) relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, net of income tax: (2017 - $1,995; 2016 - $159) OtherComprehensiveIncomeUnrealizedGainLossOnOtherThanTemporaryImpairedInvestmentsArisingDuringPeriodNetOfTax $3.70M USD 1 Quarter
Reclassification adjustment for derivative amounts included in net income, income tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIOnDerivativesTax - USD 1 Quarter
Change in accumulated (loss) gain - derivatives, net of income tax: (2017 - $(362); 2016 - $0) OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax - USD 1 Quarter
Change in accumulated (loss) gain - derivatives, net of income tax: (2017 - $(362); 2016 - $0) OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $-672.00K USD 1 Quarter
Reclassification adjustment for derivative amounts included in net income, net of income tax: (2017 - $72; 2016 - $0) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIOnDerivativesNetOfTax - USD 1 Quarter
Reclassification adjustment for derivative amounts included in net income, net of income tax: (2017 - $72; 2016 - $0) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIOnDerivativesNetOfTax $-133.00K USD 1 Quarter
Total other comprehensive income OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $437.32M USD 1 Quarter
Total other comprehensive income OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $161.73M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTax $237.15M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTax $552.67M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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