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10-Q Filing

PROTECTIVE LIFE CORP CIK: 355429 Q1 2018
Filing Information
Form Type 10-Q
Accession Number 0000355429-18-000006
Period End Date 20180331
Filing Date 20180511
Fiscal Year 2018
Fiscal Period Q1
XBRL Instance pl-20180331.xml
Balance Sheet 124 line items
Line Item Tag Value Unit Period
Fixed maturities at fair value, amortized cost FixedMaturitiesAmortizedCost $41.17B USD Point-in-time
Fixed maturities at fair value, amortized cost FixedMaturitiesAmortizedCost $41.15B USD Point-in-time
Fixed maturities at amortized cost, fair value HeldToMaturitySecuritiesFairValue $2.78B USD Point-in-time
Fixed maturities at amortized cost, fair value HeldToMaturitySecuritiesFairValue $2.67B USD Point-in-time
Fixed maturities, at fair value (amortized cost: 2018 - $41,165,316 ; 2017 - $41,153,551) MarketableSecuritiesFixedMaturities $40.02B USD Point-in-time
Fixed maturities, at fair value (amortized cost: 2018 - $41,165,316 ; 2017 - $41,153,551) MarketableSecuritiesFixedMaturities $41.18B USD Point-in-time
Fixed maturities, at amortized cost (fair value: 2018 - $2,674,129; 2017 - $2,776,327) HeldToMaturitySecurities $2.70B USD Point-in-time
Fixed maturities, at amortized cost (fair value: 2018 - $2,674,129; 2017 - $2,776,327) HeldToMaturitySecurities $2.72B USD Point-in-time
Equity securities, cost EquitySecuritiesCost $676.45M USD Point-in-time
Equity securities, cost EquitySecuritiesCost $740.81M USD Point-in-time
Equity securities, at fair value (cost: 2018 - $676,451; 2017 - $740,813) MarketableSecuritiesEquitySecurities $754.36M USD Point-in-time
Mortgage loans, related to securitizations MortgageLoanSecuritizations $1.37M USD Point-in-time
Equity securities, at fair value (cost: 2018 - $676,451; 2017 - $740,813) MarketableSecuritiesEquitySecurities $681.52M USD Point-in-time
Mortgage loans, related to securitizations MortgageLoanSecuritizations $226.41M USD Point-in-time
Mortgage loans (related to securitizations: 2018 - $1,367; 2017 - $226,409) MortgageLoansOnRealEstateCommercialAndConsumerNet $6.82B USD Point-in-time
Investment real estate, accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $154.00K USD Point-in-time
Investment real estate, accumulated depreciation RealEstateInvestmentPropertyAccumulatedDepreciation $132.00K USD Point-in-time
Mortgage loans (related to securitizations: 2018 - $1,367; 2017 - $226,409) MortgageLoansOnRealEstateCommercialAndConsumerNet $6.85B USD Point-in-time
Investment real estate, net of accumulated depreciation (2018 - $154; 2017 - $132) RealEstateInvestmentPropertyNet $8.36M USD Point-in-time
Other intangibles, accumulated amortization FiniteLivedIntangibleAssetsAccumulatedAmortization $140.37M USD Point-in-time
Other intangibles, accumulated amortization FiniteLivedIntangibleAssetsAccumulatedAmortization $154.45M USD Point-in-time
Investment real estate, net of accumulated depreciation (2018 - $154; 2017 - $132) RealEstateInvestmentPropertyNet $7.53M USD Point-in-time
Property and equipment, accumulated depreciation AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment $22.93M USD Point-in-time
Policy loans LoansInsurancePolicy $1.62B USD Point-in-time
Policy loans LoansInsurancePolicy $1.59B USD Point-in-time
Property and equipment, accumulated depreciation AccumulatedDepreciationDepletionAndAmortizationPropertyPlantAndEquipment $25.49M USD Point-in-time
Other long-term investments OtherLongTermInvestments $915.60M USD Point-in-time
Common Stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $0.01 USD Point-in-time
Other long-term investments OtherLongTermInvestments $920.94M USD Point-in-time
Common Stock, par value (in dollars per share) CommonStockParOrStatedValuePerShare $0.01 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
Short-term investments OtherShortTermInvestments $441.78M USD Point-in-time
Short-term investments OtherShortTermInvestments $615.21M USD Point-in-time
Common Stock, shares issued (in shares) CommonStockSharesIssued 1,000.00 shares Point-in-time
Total investments Investments $54.62B USD Point-in-time
Common Stock, shares issued (in shares) CommonStockSharesIssued 1,000.00 shares Point-in-time
Total investments Investments $53.22B USD Point-in-time
Cash Cash $348.18M USD Point-in-time
Cash Cash $307.72M USD Point-in-time
Net unrealized gains (losses) on investments, income tax AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestmentsTaxEffect $-149.31M USD Point-in-time
Cash Cash $252.31M USD Point-in-time
Net unrealized gains (losses) on investments, income tax AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestmentsTaxEffect $6.88M USD Point-in-time
Cash Cash $409.38M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $491.80M 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 $-6.00K USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $497.98M 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 $-3.00K USD Point-in-time
Accounts and premiums receivable PremiumsAndOtherReceivablesNet $127.76M USD Point-in-time
Accounts and premiums receivable PremiumsAndOtherReceivablesNet $124.93M USD Point-in-time
Accumulated loss - derivatives, income tax AccumulatedOtherComprehensiveIncomeLossAccumulatedGainLossOnHedgingTax $198.00K USD Point-in-time
Accumulated loss - derivatives, income tax AccumulatedOtherComprehensiveIncomeLossAccumulatedGainLossOnHedgingTax $352.00K USD Point-in-time
Reinsurance receivables ReinsuranceRecoverables $5.08B USD Point-in-time
Postretirement benefits liability adjustment, income tax AccumulatedOtherComprehensiveIncomeLossMinimumPensionLiabilityAdjustmentTax $-3.47M USD Point-in-time
Postretirement benefits liability adjustment, income tax AccumulatedOtherComprehensiveIncomeLossMinimumPensionLiabilityAdjustmentTax $-3.47M USD Point-in-time
Reinsurance receivables ReinsuranceRecoverables $5.09B USD Point-in-time
Deferred policy acquisition costs and value of business acquired DeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $2.20B USD Point-in-time
Deferred policy acquisition costs and value of business acquired DeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $2.43B 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 (2018 - $154,449; 2017 - $140,368) OtherIntangibleAssetsNet $651.71M USD Point-in-time
Other intangibles, net of accumulated amortization (2018 - $154,449; 2017 - $140,368) OtherIntangibleAssetsNet $663.57M USD Point-in-time
Property and equipment, net of accumulated depreciation (2018 - $25,492; 2017 - $22,926) PropertyPlantAndEquipmentNet $108.68M USD Point-in-time
Property and equipment, net of accumulated depreciation (2018 - $25,492; 2017 - $22,926) PropertyPlantAndEquipmentNet $111.42M USD Point-in-time
Other assets OtherAssets $208.37M USD Point-in-time
Other assets OtherAssets $227.36M USD Point-in-time
Income tax receivable IncomeTaxReceivable $6.75M USD Point-in-time
Income tax receivable IncomeTaxReceivable $76.54M USD Point-in-time
Variable annuity AssetsRelatedToSeparateAccountsVariableAnnuity $13.96B USD Point-in-time
Variable annuity AssetsRelatedToSeparateAccountsVariableAnnuity $13.55B USD Point-in-time
Variable universal life AssetsRelatedToSeparateAccountsVariableUniversalLife $1.02B USD Point-in-time
Variable universal life AssetsRelatedToSeparateAccountsVariableUniversalLife $1.04B USD Point-in-time
Total assets Assets $78.01B USD Point-in-time
Total assets Assets $79.63B USD Point-in-time
Future policy benefits and claims LiabilityForFuturePolicyBenefitsAndUnpaidClaimsAndClaimsAdjustmentExpense $30.96B USD Point-in-time
Future policy benefits and claims LiabilityForFuturePolicyBenefitsAndUnpaidClaimsAndClaimsAdjustmentExpense $30.69B USD Point-in-time
Unearned premiums UnearnedPremiums $875.40M USD Point-in-time
Unearned premiums UnearnedPremiums $863.16M USD Point-in-time
Total policy liabilities and accruals PolicyLiabilitiesAndAccruals $31.83B USD Point-in-time
Total policy liabilities and accruals PolicyLiabilitiesAndAccruals $31.55B USD Point-in-time
Stable value product account balances StableValueProductAccountBalances $4.70B USD Point-in-time
Stable value product account balances StableValueProductAccountBalances $4.70B USD Point-in-time
Annuity account balances AnnuityAccountBalances $10.92B USD Point-in-time
Annuity account balances AnnuityAccountBalances $11.06B USD Point-in-time
Other policyholders funds OtherPolicyholderFunds $1.27B USD Point-in-time
Other policyholders funds OtherPolicyholderFunds $1.11B USD Point-in-time
Other liabilities OtherLiabilities $2.45B USD Point-in-time
Other liabilities OtherLiabilities $2.35B USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $1.23B USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $1.07B USD Point-in-time
Non-recourse funding obligations NonrecourseFundingObligations $2.75B USD Point-in-time
Non-recourse funding obligations NonrecourseFundingObligations $2.73B USD Point-in-time
Secured financing liabilities CollateralizedFinancings $778.95M USD Point-in-time
Secured financing liabilities CollateralizedFinancings $1.02B USD Point-in-time
Debt DebtLongtermAndShorttermCombinedAmount $1.10B USD Point-in-time
Debt DebtLongtermAndShorttermCombinedAmount $945.05M USD Point-in-time
Subordinated debt securities SubordinatedDebt $495.29M USD Point-in-time
Subordinated debt securities SubordinatedDebt $495.32M USD Point-in-time
Variable annuity LiabilitiesRelatedToSeparateAccountsVariableAnnuity $13.55B USD Point-in-time
Variable annuity LiabilitiesRelatedToSeparateAccountsVariableAnnuity $13.96B USD Point-in-time
Variable universal life LiabilitiesRelatedToSeparateAccountsVariableUniversalLife $1.02B USD Point-in-time
Variable universal life LiabilitiesRelatedToSeparateAccountsVariableUniversalLife $1.04B USD Point-in-time
Total liabilities Liabilities $71.62B USD Point-in-time
Total liabilities Liabilities $72.50B 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: 2018 and 2017 - $0.01 par value; shares authorized: 5,000; shares issued: 1,000 CommonStockValue - USD Point-in-time
Common Stock: 2018 and 2017 - $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 $1.56B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $1.41B USD Point-in-time
Net unrealized (losses) gains on investments, net of income tax: (2018 - $(149,309); 2017 - $6,883) AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestments $25.90M USD Point-in-time
Net unrealized (losses) gains on investments, net of income tax: (2018 - $(149,309); 2017 - $6,883) AccumulatedOtherComprehensiveIncomeLossOtherUnrealizedNetGainsLossesOnInvestments $-561.69M USD Point-in-time
Net unrealized losses relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, net of income tax: (2018 - $(3); 2017 - $(6)) AccumulatedOtherComprehensiveIncomeLossUnrealizedOtherThanTemporaryImpairmentGainLoss $-11.00K USD Point-in-time
Net unrealized losses relating to other-than-temporary impaired investments for which a portion has been recognized in earnings, net of income tax: (2018 - $(3); 2017 - $(6)) AccumulatedOtherComprehensiveIncomeLossUnrealizedOtherThanTemporaryImpairmentGainLoss $-22.00K USD Point-in-time
Accumulated gain (loss) - derivatives, net of income tax: (2018 - $352; 2017 - $198) AccumulatedOtherComprehensiveIncomeLossCumulativeChangesInNetGainLossFromCashFlowHedgesEffectNetOfTax $747.00K USD Point-in-time
Accumulated gain (loss) - derivatives, net of income tax: (2018 - $352; 2017 - $198) AccumulatedOtherComprehensiveIncomeLossCumulativeChangesInNetGainLossFromCashFlowHedgesEffectNetOfTax $1.32M USD Point-in-time
Postretirement benefits liability adjustment, net of income tax: (2018 - $(3,469); 2017 - $(3,469)) AccumulatedOtherComprehensiveIncomeLossDefinedBenefitPensionAndOtherPostretirementPlansNetOfTax $13.93M USD Point-in-time
Postretirement benefits liability adjustment, net of income tax: (2018 - $(3,469); 2017 - $(3,469)) AccumulatedOtherComprehensiveIncomeLossDefinedBenefitPensionAndOtherPostretirementPlansNetOfTax $13.93M USD Point-in-time
Total shareowners equity StockholdersEquity $7.13B USD Point-in-time
Total shareowners equity StockholdersEquity $6.39B USD Point-in-time
Total liabilities and shareowners equity LiabilitiesAndStockholdersEquity $79.63B USD Point-in-time
Total liabilities and shareowners equity LiabilitiesAndStockholdersEquity $78.01B USD Point-in-time
Income Statement 40 line items
Line Item Tag Value Unit Period
Benefits and settlement expenses, reinsurance ceded ReinsuranceEffectOnClaimsAndBenefitsIncurredAmountCeded $263.38M USD 1 Quarter
Benefits and settlement expenses, reinsurance ceded ReinsuranceEffectOnClaimsAndBenefitsIncurredAmountCeded $347.64M USD 1 Quarter
Other operating expenses, reinsurance ceded OtherOperatingExpensesReinsuranceCeded $51.02M USD 1 Quarter
Other operating expenses, reinsurance ceded OtherOperatingExpensesReinsuranceCeded $43.12M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $889.17M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $860.59M USD 1 Quarter
Reinsurance ceded CededPremiumsWritten $345.42M USD 1 Quarter
Reinsurance ceded CededPremiumsWritten $316.08M USD 1 Quarter
Net of reinsurance ceded NetOfReinsuranceCeded $543.74M USD 1 Quarter
Net of reinsurance ceded NetOfReinsuranceCeded $544.51M USD 1 Quarter
Net investment income NetInvestmentIncome $520.86M USD 1 Quarter
Net investment income NetInvestmentIncome $506.41M USD 1 Quarter
Derivative financial instruments GainLossOnDerivativeInstrumentsNetPretax $-69.88M USD 1 Quarter
Derivative financial instruments GainLossOnDerivativeInstrumentsNetPretax $78.06M USD 1 Quarter
All other investments RealizedInvestmentGainsLossesAllOtherInvestments $22.84M USD 1 Quarter
All other investments RealizedInvestmentGainsLossesAllOtherInvestments $-87.60M USD 1 Quarter
Other-than-temporary impairment losses MarketableSecuritiesRealizedGainLossOtherThanTemporaryImpairmentsAmount $691.00K USD 1 Quarter
Other-than-temporary impairment losses MarketableSecuritiesRealizedGainLossOtherThanTemporaryImpairmentsAmount $2.73M USD 1 Quarter
Portion recognized in other comprehensive income (before taxes) OtherThanTemporaryImpairmentsInOtherComprehensiveIncomeReclassificationBeforeTax $-5.11M USD 1 Quarter
Portion recognized in other comprehensive income (before taxes) OtherThanTemporaryImpairmentsInOtherComprehensiveIncomeReclassificationBeforeTax $-2.95M USD 1 Quarter
Net impairment losses recognized in earnings OtherThanTemporaryImpairmentLossesInvestmentsPortionRecognizedInEarningsNet $3.65M USD 1 Quarter
Net impairment losses recognized in earnings OtherThanTemporaryImpairmentLossesInvestmentsPortionRecognizedInEarningsNet $7.83M USD 1 Quarter
Other income OtherIncome $114.41M USD 1 Quarter
Other income OtherIncome $109.24M USD 1 Quarter
Total revenues Revenues $1.17B USD 1 Quarter
Total revenues Revenues $1.11B USD 1 Quarter
Benefits and settlement expenses, net of reinsurance ceded: (2018 - $347,637; 2017 - $263,377) PolicyholderBenefitsAndClaimsIncurredNet $749.64M USD 1 Quarter
Benefits and settlement expenses, net of reinsurance ceded: (2018 - $347,637; 2017 - $263,377) PolicyholderBenefitsAndClaimsIncurredNet $786.80M USD 1 Quarter
Amortization of deferred policy acquisition costs and value of business acquired AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $57.98M USD 1 Quarter
Amortization of deferred policy acquisition costs and value of business acquired AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $20.52M USD 1 Quarter
Other operating expenses, net of reinsurance ceded: (2018 - $43,117; 2017 - $51,017) OtherOperatingExpensesNetOfReinsuranceCeded $229.25M USD 1 Quarter
Other operating expenses, net of reinsurance ceded: (2018 - $43,117; 2017 - $51,017) OtherOperatingExpensesNetOfReinsuranceCeded $222.79M USD 1 Quarter
Total benefits and expenses BenefitsLossesAndExpenses $1.07B USD 1 Quarter
Total benefits and expenses BenefitsLossesAndExpenses $992.95M USD 1 Quarter
Income before income tax IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $112.35M USD 1 Quarter
Income before income tax IncomeLossFromContinuingOperationsBeforeIncomeTaxesMinorityInterestAndIncomeLossFromEquityMethodInvestments $91.80M USD 1 Quarter
Income tax expense IncomeTaxExpenseBenefit $17.69M USD 1 Quarter
Income tax expense IncomeTaxExpenseBenefit $36.94M USD 1 Quarter
Net income NetIncomeLoss $75.41M USD 1 Quarter
Net income NetIncomeLoss $74.11M USD 1 Quarter
Cash Flow Statement 94 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $75.41M USD 1 Quarter
Net income NetIncomeLoss $74.11M USD 1 Quarter
Realized investment (gains) losses RealizedInvestmentGainsLosses $-13.19M USD 1 Quarter
Realized investment (gains) losses RealizedInvestmentGainsLosses $-54.87M USD 1 Quarter
Amortization of DAC and VOBA AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $20.52M USD 1 Quarter
Amortization of DAC and VOBA AmortizationOfDeferredPolicyAcquisitionCostsAndValueOfBusinessAcquired $57.98M USD 1 Quarter
Capitalization of DAC IncreaseDecreaseInDeferredPolicyAcquisitionCosts $81.47M USD 1 Quarter
Capitalization of DAC IncreaseDecreaseInDeferredPolicyAcquisitionCosts $99.25M USD 1 Quarter
Depreciation and amortization expense DepreciationDepletionAndAmortization $16.76M USD 1 Quarter
Depreciation and amortization expense DepreciationDepletionAndAmortization $15.47M USD 1 Quarter
Deferred income tax IncreaseDecreaseInDeferredIncomeTaxes $-29.13M USD 1 Quarter
Deferred income tax IncreaseDecreaseInDeferredIncomeTaxes $-20.96M USD 1 Quarter
Accrued income tax IncreaseDecreaseInAccruedIncomeTaxesPayable $69.79M USD 1 Quarter
Accrued income tax IncreaseDecreaseInAccruedIncomeTaxesPayable $6.74M USD 1 Quarter
Interest credited to universal life and investment products InterestCreditedToUniversalLifeAndInvestmentProducts $160.24M USD 1 Quarter
Interest credited to universal life and investment products InterestCreditedToUniversalLifeAndInvestmentProducts $178.24M USD 1 Quarter
Policy fees assessed on universal life and investment products InsuranceCommissionsAndFees $335.88M USD 1 Quarter
Policy fees assessed on universal life and investment products InsuranceCommissionsAndFees $351.13M USD 1 Quarter
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $14.87M USD 1 Quarter
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $-15.22M USD 1 Quarter
Change in accrued investment income and other receivables ChangeInAccruedInvestmentIncomeAndOtherReceivables $7.18M USD 1 Quarter
Change in accrued investment income and other receivables ChangeInAccruedInvestmentIncomeAndOtherReceivables $9.37M USD 1 Quarter
Change in policy liabilities and other policyholders funds of traditional life and health products IncreaseDecreaseInInsuranceLiabilities $-111.36M USD 1 Quarter
Change in policy liabilities and other policyholders funds of traditional life and health products IncreaseDecreaseInInsuranceLiabilities $-94.23M USD 1 Quarter
Maturities and principal reductions of investments TradingSecuritiesMaturitiesAndPrincipalReductionsOfInvestments $44.04M USD 1 Quarter
Maturities and principal reductions of investments TradingSecuritiesMaturitiesAndPrincipalReductionsOfInvestments $53.42M USD 1 Quarter
Sale of investments TradingSecuritiesSaleOfInvestments $85.38M USD 1 Quarter
Sale of investments TradingSecuritiesSaleOfInvestments $67.30M USD 1 Quarter
Cost of investments acquired TradingSecuritiesCostOfInvestmentsAcquired $129.35M USD 1 Quarter
Cost of investments acquired TradingSecuritiesCostOfInvestmentsAcquired $114.39M USD 1 Quarter
Other net change in trading securities TradingSecuritiesOtherNetChangeInTradingSecurities $-10.90M 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 $-142.61M USD 1 Quarter
Amortization of premiums and accretion of discounts on investments and mortgage loans AccretionAmortizationOfDiscountsAndPremiumsInvestments $-73.53M USD 1 Quarter
Change in other liabilities IncreaseDecreaseInOtherOperatingLiabilities $19.37M USD 1 Quarter
Change in other liabilities IncreaseDecreaseInOtherOperatingLiabilities $27.95M USD 1 Quarter
Other, net IncreaseDecreaseInOtherOperatingCapitalNet $21.30M USD 1 Quarter
Other, net IncreaseDecreaseInOtherOperatingCapitalNet $-2.55M USD 1 Quarter
Net cash (used in) provided by operating activities NetCashProvidedByUsedInOperatingActivitiesContinuingOperations $-92.11M USD 1 Quarter
Net cash (used in) provided by operating activities NetCashProvidedByUsedInOperatingActivitiesContinuingOperations $40.02M USD 1 Quarter
Maturities and principal reductions of investments, available-for-sale ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities $151.23M 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 $269.51M USD 1 Quarter
Sale of investments, available-for-sale ProceedsFromSaleOfAvailableForSaleSecurities $436.97M USD 1 Quarter
Cost of investments acquired, available-for-sale PaymentsToAcquireAvailableForSaleSecurities $623.56M USD 1 Quarter
Cost of investments acquired, available-for-sale PaymentsToAcquireAvailableForSaleSecurities $674.51M USD 1 Quarter
Change in investments, held-to-maturity ProceedsFromSaleAndMaturityOfHeldToMaturitySecurities $11.00M USD 1 Quarter
Change in investments, held-to-maturity ProceedsFromSaleAndMaturityOfHeldToMaturitySecurities $18.00M USD 1 Quarter
New lendings PaymentsToAcquireMortgageNotesReceivable $373.11M USD 1 Quarter
New lendings PaymentsToAcquireMortgageNotesReceivable $248.23M USD 1 Quarter
Repayments ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $177.14M USD 1 Quarter
Repayments ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $206.11M USD 1 Quarter
Change in investment real estate, net PaymentsForProceedsFromRealEstateHeldforinvestment $-583.00K USD 1 Quarter
Change in investment real estate, net PaymentsForProceedsFromRealEstateHeldforinvestment $-832.00K USD 1 Quarter
Change in policy loans, net PaymentsForProceedsFromPolicyLoans $-20.97M USD 1 Quarter
Change in policy loans, net PaymentsForProceedsFromPolicyLoans $-14.73M USD 1 Quarter
Change in other long-term investments, net ChangeInOtherLongTermInvestmentsNet $136.97M USD 1 Quarter
Change in other long-term investments, net ChangeInOtherLongTermInvestmentsNet $33.83M USD 1 Quarter
Change in short-term investments, net PaymentsForProceedsFromShortTermInvestments $-31.86M USD 1 Quarter
Change in short-term investments, net PaymentsForProceedsFromShortTermInvestments $-187.65M USD 1 Quarter
Net unsettled security transactions UnsettledSecurityTransactionsNet $-48.99M USD 1 Quarter
Net unsettled security transactions UnsettledSecurityTransactionsNet $-7.36M USD 1 Quarter
Purchase of property, equipment, and intangibles PaymenttoAcquirePropertyPlantEquipmentandIntangibleAssets $8.12M USD 1 Quarter
Purchase of property, equipment, and intangibles PaymenttoAcquirePropertyPlantEquipmentandIntangibleAssets $2.24M USD 1 Quarter
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivitiesContinuingOperations $-359.77M USD 1 Quarter
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivitiesContinuingOperations $8.55M 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 $375.00M USD 1 Quarter
Principal payments on line of credit arrangement and debt PrincipalPaymentsOnLineOfCreditArrangementsAndLongTermDebt $211.41M USD 1 Quarter
Principal payments on line of credit arrangement and debt PrincipalPaymentsOnLineOfCreditArrangementsAndLongTermDebt $98.50M USD 1 Quarter
Issuance (repayment) of non-recourse funding obligations IssuanceRepaymentofNonRecourseFundingObligations $-11.00M USD 1 Quarter
Issuance (repayment) of non-recourse funding obligations IssuanceRepaymentofNonRecourseFundingObligations $-18.00M USD 1 Quarter
Secured financing liabilities ProceedsFromRepaymentsOfSecuredDebt $-238.80M USD 1 Quarter
Secured financing liabilities ProceedsFromRepaymentsOfSecuredDebt $29.50M USD 1 Quarter
Dividends to shareowner PaymentsOfDividends $140.00M USD 1 Quarter
Dividends to shareowner PaymentsOfDividends $143.85M USD 1 Quarter
Investment product deposits and change in universal life deposits ProceedsFromAnnuitiesAndInvestmentCertificates $901.39M USD 1 Quarter
Investment product deposits and change in universal life deposits ProceedsFromAnnuitiesAndInvestmentCertificates $884.61M USD 1 Quarter
Investment product withdrawals RepaymentsOfAnnuitiesAndInvestmentCertificates $512.32M USD 1 Quarter
Investment product withdrawals RepaymentsOfAnnuitiesAndInvestmentCertificates $551.60M USD 1 Quarter
Other financing activities, net ProceedsFromPaymentsForOtherFinancingActivities - USD 1 Quarter
Other financing activities, net ProceedsFromPaymentsForOtherFinancingActivities $-97.00K USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivitiesContinuingOperations $380.95M USD 1 Quarter
Net cash provided by financing activities NetCashProvidedByUsedInFinancingActivitiesContinuingOperations $138.97M USD 1 Quarter
Change in cash CashPeriodIncreaseDecrease $61.20M USD 1 Quarter
Change in cash CashPeriodIncreaseDecrease $55.41M USD 1 Quarter
Cash at beginning of period Cash $252.31M USD Point-in-time
Cash at beginning of period Cash $409.38M USD Point-in-time
Cash at beginning of period Cash $307.72M USD Point-in-time
Cash at beginning of period Cash $348.18M USD Point-in-time
Cash at end of period Cash $252.31M USD Point-in-time
Cash at end of period Cash $409.38M USD Point-in-time
Cash at end of period Cash $307.72M USD Point-in-time
Cash at end of period Cash $348.18M USD Point-in-time
Stockholders Equity 12 line items
Line Item Tag Value Unit Period
Beginning Balance StockholdersEquity $7.13B USD Point-in-time
Beginning Balance StockholdersEquity $6.39B USD Point-in-time
Net income for the nine months ended September 30, 2017 NetIncomeLoss $75.41M USD 1 Quarter
Net income for the nine months ended September 30, 2017 NetIncomeLoss $74.11M USD 1 Quarter
Other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-576.44M USD 1 Quarter
Other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $161.73M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $237.15M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $-502.33M USD 1 Quarter
Cumulative effect adjustments CumulativeEffectOfNewAccountingPrincipleInPeriodOfAdoption $-92.53M USD Point-in-time
Dividends to parent Dividends $140.00M USD 1 Quarter
Ending Balance StockholdersEquity $7.13B USD Point-in-time
Ending Balance StockholdersEquity $6.39B USD Point-in-time
Comprehensive Income 30 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $75.41M 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 $-153.38M USD 1 Quarter
Net income NetIncomeLoss $74.11M USD 1 Quarter
Reclassification adjustment for investment amounts included in net income, income tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $578.00K USD 1 Quarter
Reclassification adjustment for investment amounts included in net income, income tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $-181.00K 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 net unrealized gains (losses) on investments, net of income tax: (2018 - $(153,379); 2017 - $85,962) 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 $3.00K USD 1 Quarter
Change in net unrealized gains (losses) on investments, net of income tax: (2018 - $(153,379); 2017 - $85,962) OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-577.71M USD 1 Quarter
Change in accumulated (loss) gain - derivatives, income tax OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodTax $129.00K 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: (2018 - $181; 2017 - $(578)) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-681.00K USD 1 Quarter
Reclassification adjustment for investment amounts included in net income, net of income tax: (2018 - $181; 2017 - $(578)) 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: (2018 - $3; 2017 - $1,995) OtherComprehensiveIncomeUnrealizedGainLossOnOtherThanTemporaryImpairedInvestmentsArisingDuringPeriodNetOfTax $3.70M 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: (2018 - $3; 2017 - $1,995) OtherComprehensiveIncomeUnrealizedGainLossOnOtherThanTemporaryImpairedInvestmentsArisingDuringPeriodNetOfTax $11.00K USD 1 Quarter
Reclassification adjustment for derivative amounts included in net income, income tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIOnDerivativesTax $-24.00K USD 1 Quarter
Change in accumulated (loss) gain - derivatives, net of income tax: (2018 - $129; 2017 - $(362)) OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $487.00K USD 1 Quarter
Change in postretirement benefits liability adjustment, income tax OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansTax - USD 1 Quarter
Change in postretirement benefits liability adjustment, income tax OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansTax - USD 1 Quarter
Change in accumulated (loss) gain - derivatives, net of income tax: (2018 - $129; 2017 - $(362)) OtherComprehensiveIncomeUnrealizedGainLossOnDerivativesArisingDuringPeriodNetOfTax $-672.00K USD 1 Quarter
Reclassification adjustment for derivative amounts included in net income, net of income tax: (2018 - $24; 2017 - $72) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIOnDerivativesNetOfTax $-133.00K USD 1 Quarter
Reclassification adjustment for derivative amounts included in net income, net of income tax: (2018 - $24; 2017 - $72) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIOnDerivativesNetOfTax $-89.00K USD 1 Quarter
Change in postretirement benefits liability adjustment, net of income tax: (2018 - $0; 2017 - $0) OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansAdjustmentNetOfTax - USD 1 Quarter
Change in postretirement benefits liability adjustment, net of income tax: (2018 - $0; 2017 - $0) OtherComprehensiveIncomeLossPensionAndOtherPostretirementBenefitPlansAdjustmentNetOfTax - USD 1 Quarter
Total other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-576.44M USD 1 Quarter
Total other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $161.73M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $237.15M USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $-502.33M USD 1 Quarter

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

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