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10-Q Filing

UTG INC CIK: 832480 Q3 2021
Filing Information
Form Type 10-Q
Accession Number 0000832480-21-000020
Period End Date 20210930
Filing Date 20211112
Fiscal Year 2021
Fiscal Period Q3
XBRL Instance utg21q3_htm.xml
Balance Sheet 86 line items
Line Item Tag Value Unit Period
Fixed maturities, at fair value (amortized cost $127,050,431 and $146,017,864) AvailableForSaleSecuritiesDebtSecurities $165.78M USD Point-in-time
Fixed maturities, at fair value (amortized cost $127,050,431 and $146,017,864) AvailableForSaleSecuritiesDebtSecurities $140.99M USD Point-in-time
Fixed maturities, amortized cost AvailableForSaleDebtSecuritiesAmortizedCostBasis $146.02M USD Point-in-time
Fixed maturities, amortized cost AvailableForSaleDebtSecuritiesAmortizedCostBasis $127.05M USD Point-in-time
Equity securities, cost EquitySecuritiesFvNiCost $62.29M USD Point-in-time
Equity securities, at fair value (cost $62,285,191 and $36,833,795) EquitySecuritiesFvNi $112.99M USD Point-in-time
Equity securities, cost EquitySecuritiesFvNiCost $36.83M USD Point-in-time
Equity securities, at fair value (cost $62,285,191 and $36,833,795) EquitySecuritiesFvNi $78.08M USD Point-in-time
Equity securities, at cost EquitySecuritiesWithoutReadilyDeterminableFairValueAmount $14.39M USD Point-in-time
Equity securities, at cost EquitySecuritiesWithoutReadilyDeterminableFairValueAmount $14.54M USD Point-in-time
Mortgage loans on real estate at amortized cost MortgageLoansOnRealEstate $16.36M USD Point-in-time
Mortgage loans on real estate at amortized cost MortgageLoansOnRealEstate $20.80M USD Point-in-time
Trading securities, proceeds TradingSecuritiesProceeds $11.25K USD Point-in-time
Trading securities, proceeds TradingSecuritiesProceeds $3.68K USD Point-in-time
Investment real estate RealEstateInvestments $37.30M USD Point-in-time
Investment real estate RealEstateInvestments $38.09M USD Point-in-time
Notes receivable NotesReceivableNet $24.15M USD Point-in-time
Notes receivable NotesReceivableNet $17.68M USD Point-in-time
Common stock, par value (in dollars per share) CommonStockNoParValue - USD Point-in-time
Policy loans PolicyLoansReceivable $8.59M USD Point-in-time
Common stock, par value (in dollars per share) CommonStockNoParValue - USD Point-in-time
Policy loans PolicyLoansReceivable $7.84M USD Point-in-time
Common stock, stated value (in dollars per share) CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Total investments Investments $354.18M USD Point-in-time
Total investments Investments $343.41M USD Point-in-time
Common stock, stated value (in dollars per share) CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Common stock, authorized (in shares) CommonStockSharesAuthorized 7.00M shares Point-in-time
Common stock, authorized (in shares) CommonStockSharesAuthorized 7.00M shares Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $39.03M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $24.11M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $1.04M USD Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 3.17M shares Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 3.18M shares Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $1.34M USD Point-in-time
Future policy benefits ReinsuranceRecoverables $25.27M USD Point-in-time
Future policy benefits ReinsuranceRecoverables $24.83M USD Point-in-time
Policy claims and other benefits ReinsuranceReceivablesIncurredButNotReportedClaims $4.60M USD Point-in-time
Policy claims and other benefits ReinsuranceReceivablesIncurredButNotReportedClaims $3.99M USD Point-in-time
Cost of insurance acquired ValueOfBusinessAcquiredVOBA $4.10M USD Point-in-time
Cost of insurance acquired ValueOfBusinessAcquiredVOBA $3.57M USD Point-in-time
Property and equipment, net of accumulated depreciation PropertyPlantAndEquipmentNet $348.17K USD Point-in-time
Property and equipment, net of accumulated depreciation PropertyPlantAndEquipmentNet $293.17K USD Point-in-time
Income tax receivable IncomeTaxReceivable - USD Point-in-time
Income tax receivable IncomeTaxReceivable $1.16M USD Point-in-time
Other assets OtherAssets $1.58M USD Point-in-time
Other assets OtherAssets $1.37M USD Point-in-time
Total assets Assets $415.15M USD Point-in-time
Total assets Assets $419.06M USD Point-in-time
Future policyholder benefits LiabilityForFuturePolicyBenefits $243.99M USD Point-in-time
Future policyholder benefits LiabilityForFuturePolicyBenefits $237.38M USD Point-in-time
Policy claims and benefits payable LiabilityForClaimsAndClaimsAdjustmentExpense $4.33M USD Point-in-time
Policy claims and benefits payable LiabilityForClaimsAndClaimsAdjustmentExpense $4.17M USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $347.81K USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $365.76K USD Point-in-time
Dividend and endowment accumulations PolicyholderDividendsPayable $14.65M USD Point-in-time
Dividend and endowment accumulations PolicyholderDividendsPayable $14.84M USD Point-in-time
Income taxes payable AccruedIncomeTaxes $268.50K USD Point-in-time
Income taxes payable AccruedIncomeTaxes - USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $13.00M USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $13.30M USD Point-in-time
Trading securities, at fair value (proceeds $3,679 and $11,246) NotesPayable $3.68K USD Point-in-time
Trading securities, at fair value (proceeds $3,679 and $11,246) NotesPayable $12.22K USD Point-in-time
Other liabilities OtherLiabilities $5.79M USD Point-in-time
Other liabilities OtherLiabilities $5.28M USD Point-in-time
Total liabilities Liabilities $281.91M USD Point-in-time
Total liabilities Liabilities $275.81M USD Point-in-time
Common stock - no par value, stated value $.001 per share. Authorized 7,000,000 shares - 3,167,373 and 3,175,564 shares issued CommonStockValue $3.17K USD Point-in-time
Common stock - no par value, stated value $.001 per share. Authorized 7,000,000 shares - 3,167,373 and 3,175,564 shares issued CommonStockValue $3.18K USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $32.80M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $33.03M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $88.07M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $95.02M USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $15.58M USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $10.98M USD Point-in-time
Total UTG shareholders' equity StockholdersEquity $138.81M USD Point-in-time
Total UTG shareholders' equity StockholdersEquity $136.68M USD Point-in-time
Noncontrolling interests MinorityInterest $531.60K USD Point-in-time
Noncontrolling interests MinorityInterest $460.77K USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $129.17M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.34M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $131.50M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $134.17M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $419.06M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $415.15M USD Point-in-time
Income Statement 108 line items
Line Item Tag Value Unit Period
Premiums and policy fees PremiumsAndPolicyFees $6.87M USD 3 Qtrs
Premiums and policy fees PremiumsAndPolicyFees $2.27M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $7.02M USD 3 Qtrs
Premiums and policy fees PremiumsAndPolicyFees $2.29M USD 1 Quarter
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $725.16K USD 1 Quarter
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $2.13M USD 3 Qtrs
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $757.65K USD 1 Quarter
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $2.01M USD 3 Qtrs
Net investment income NetInvestmentIncome $2.23M USD 1 Quarter
Net investment income NetInvestmentIncome $8.08M USD 3 Qtrs
Net investment income NetInvestmentIncome $6.18M USD 3 Qtrs
Net investment income NetInvestmentIncome $2.13M USD 1 Quarter
Other income OtherIncome $93.00K USD 1 Quarter
Other income OtherIncome $264.59K USD 3 Qtrs
Other income OtherIncome $111.78K USD 1 Quarter
Other income OtherIncome $282.20K USD 3 Qtrs
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $3.78M USD 1 Quarter
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $11.32M USD 3 Qtrs
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $3.87M USD 1 Quarter
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $13.24M USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $393.45K USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $-18.13K USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 3 Qtrs
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $127.78K USD 1 Quarter
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $4.56M USD 3 Qtrs
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $1.59M USD 1 Quarter
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $-504.03K USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $-2.80M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $-2.12M USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $10.99M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $-9.38M USD 1 Quarter
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $-523.59K USD 1 Quarter
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $-3.31M USD 3 Qtrs
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $15.16M USD 3 Qtrs
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $-9.23M USD 1 Quarter
Total revenue Revenues $9.93M USD 3 Qtrs
Total revenue Revenues $26.48M USD 3 Qtrs
Total revenue Revenues $-5.46M USD 1 Quarter
Total revenue Revenues $3.35M USD 1 Quarter
Life PolicyholderBenefitsAndClaimsIncurredGross $12.99M USD 3 Qtrs
Life PolicyholderBenefitsAndClaimsIncurredGross $11.42M USD 3 Qtrs
Life PolicyholderBenefitsAndClaimsIncurredGross $4.97M USD 1 Quarter
Life PolicyholderBenefitsAndClaimsIncurredGross $4.46M USD 1 Quarter
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $966.26K USD 1 Quarter
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $904.91K USD 1 Quarter
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $1.95M USD 3 Qtrs
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $1.89M USD 3 Qtrs
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $739.46K USD 3 Qtrs
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $742.02K USD 3 Qtrs
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $250.49K USD 1 Quarter
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $246.36K USD 1 Quarter
Dividends to policyholders PolicyholderDividends $70.12K USD 1 Quarter
Dividends to policyholders PolicyholderDividends $242.53K USD 3 Qtrs
Dividends to policyholders PolicyholderDividends $256.44K USD 3 Qtrs
Dividends to policyholders PolicyholderDividends $68.24K USD 1 Quarter
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-99.54K USD 3 Qtrs
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-94.37K USD 3 Qtrs
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-35.87K USD 1 Quarter
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-37.46K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $178.38K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $536.23K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $558.64K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $186.21K USD 1 Quarter
Operating expenses OperatingExpenses $2.56M USD 1 Quarter
Operating expenses OperatingExpenses $5.61M USD 3 Qtrs
Operating expenses OperatingExpenses $1.78M USD 1 Quarter
Operating expenses OperatingExpenses $6.25M USD 3 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $6.30M USD 1 Quarter
Total benefits and other expenses BenefitsLossesAndExpenses $17.18M USD 3 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $18.14M USD 3 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $6.53M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $8.33M USD 3 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-7.24M USD 3 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-11.76M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-3.18M USD 1 Quarter
Income tax (benefit) expense IncomeTaxExpenseBenefit $-765.42K USD 1 Quarter
Income tax (benefit) expense IncomeTaxExpenseBenefit $-1.63M USD 3 Qtrs
Income tax (benefit) expense IncomeTaxExpenseBenefit $-2.76M USD 1 Quarter
Income tax (benefit) expense IncomeTaxExpenseBenefit $1.31M USD 3 Qtrs
Net income (loss) ProfitLoss $-5.61M USD 3 Qtrs
Net income (loss) ProfitLoss $-2.41M USD 1 Quarter
Net income (loss) ProfitLoss $7.03M USD 3 Qtrs
Net income (loss) ProfitLoss $-9.00M USD 1 Quarter
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $34.08K USD 1 Quarter
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $14.58K USD 1 Quarter
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $99.83K USD 3 Qtrs
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $70.83K USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $6.96M USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-5.71M USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-9.01M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $-2.45M USD 1 Quarter
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $-1.75 USD 3 Qtrs
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $-2.84 USD 1 Quarter
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $2.19 USD 3 Qtrs
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $-0.76 USD 1 Quarter
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $-0.76 USD 1 Quarter
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $-2.84 USD 1 Quarter
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $-1.75 USD 3 Qtrs
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $2.19 USD 3 Qtrs
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.22M shares 1 Quarter
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.26M shares 3 Qtrs
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.17M shares 3 Qtrs
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.17M shares 1 Quarter
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.26M shares 3 Qtrs
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.22M shares 1 Quarter
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.17M shares 3 Qtrs
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.17M shares 1 Quarter
Cash Flow Statement 104 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $-5.61M USD 3 Qtrs
Net income (loss) ProfitLoss $-2.41M USD 1 Quarter
Net income (loss) ProfitLoss $7.03M USD 3 Qtrs
Net income (loss) ProfitLoss $-9.00M USD 1 Quarter
Amortization (accretion) of investments AccretionAmortizationOfDiscountsAndPremiumsInvestments $87.56K USD 3 Qtrs
Amortization (accretion) of investments AccretionAmortizationOfDiscountsAndPremiumsInvestments $-55.74K USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $393.45K USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $-18.13K USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 3 Qtrs
Realized investment gains (losses), net DebtSecuritiesAvailableForSaleRealizedGainLossExcludingOtherThanTemporaryImpairment $-504.03K USD 3 Qtrs
Realized investment gains (losses), net DebtSecuritiesAvailableForSaleRealizedGainLossExcludingOtherThanTemporaryImpairment $4.56M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $-2.80M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $-2.12M USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $10.99M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $-9.38M USD 1 Quarter
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $1.58K USD 3 Qtrs
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $1.58K USD 1 Quarter
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $379.00 USD 1 Quarter
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $1.33K USD 3 Qtrs
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss - USD 3 Qtrs
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $2.06K USD 1 Quarter
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss - USD 1 Quarter
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $20.36K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $178.38K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $536.23K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $558.64K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $186.21K USD 1 Quarter
Depreciation and depletion Depreciation $1.86M USD 3 Qtrs
Depreciation and depletion Depreciation $338.55K USD 3 Qtrs
Stock-based compensation ShareBasedCompensation $170.54K USD 3 Qtrs
Stock-based compensation ShareBasedCompensation $218.29K USD 3 Qtrs
Charges for mortality and administration of universal life and annuity products ChargesForMortalityAndAdministrationOfUniversalLifeAndAnnuityProducts $4.76M USD 3 Qtrs
Charges for mortality and administration of universal life and annuity products ChargesForMortalityAndAdministrationOfUniversalLifeAndAnnuityProducts $4.79M USD 3 Qtrs
Interest credited to account balances InterestCreditedToPolicyholdersAccountBalances $3.01M USD 3 Qtrs
Interest credited to account balances InterestCreditedToPolicyholdersAccountBalances $2.94M USD 3 Qtrs
Change in accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $-431.84K USD 3 Qtrs
Change in accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $-299.16K USD 3 Qtrs
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $171.40K USD 3 Qtrs
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $-122.42K USD 3 Qtrs
Change in policy liabilities and accruals IncreaseDecreaseInInsuranceLiabilities $-2.46M USD 3 Qtrs
Change in policy liabilities and accruals IncreaseDecreaseInInsuranceLiabilities $-3.77M USD 3 Qtrs
Change in income taxes receivable (payable) IncreaseDecreaseInIncomeTaxesPayableNetOfIncomeTaxesReceivable $-458.73K USD 3 Qtrs
Change in income taxes receivable (payable) IncreaseDecreaseInIncomeTaxesPayableNetOfIncomeTaxesReceivable $-1.43M USD 3 Qtrs
Change in other assets and liabilities, net IncreaseDecreaseInOtherOperatingCapitalNet $-2.24M USD 3 Qtrs
Change in other assets and liabilities, net IncreaseDecreaseInOtherOperatingCapitalNet $3.37M USD 3 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-8.77M USD 3 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-10.22M USD 3 Qtrs
Fixed maturities available for sale ProceedsFromSaleOfAvailableForSaleSecuritiesDebt $12.25M USD 3 Qtrs
Fixed maturities available for sale ProceedsFromSaleOfAvailableForSaleSecuritiesDebt $18.58M USD 3 Qtrs
Equity securities ProceedsFromSaleOfEquitySecuritiesFvNi $5.31M USD 3 Qtrs
Equity securities ProceedsFromSaleOfEquitySecuritiesFvNi $17.07M USD 3 Qtrs
Trading securities ProceedsFromSaleAndMaturityOfTradingSecuritiesHeldForInvestmentNetOfAmountPaidOut - USD 3 Qtrs
Trading securities ProceedsFromSaleAndMaturityOfTradingSecuritiesHeldForInvestmentNetOfAmountPaidOut $29.28K USD 3 Qtrs
Mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $7.76M USD 3 Qtrs
Mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $554.79K USD 3 Qtrs
Real estate ProceedsFromSaleOfRealEstateHeldforinvestment $5.97M USD 3 Qtrs
Real estate ProceedsFromSaleOfRealEstateHeldforinvestment $8.51M USD 3 Qtrs
Notes receivable ProceedsFromSaleAndCollectionOfNotesReceivable $1.37M USD 3 Qtrs
Notes receivable ProceedsFromSaleAndCollectionOfNotesReceivable $3.69M USD 3 Qtrs
Policy loans ProceedsFromCollectionOfPolicyLoans $1.59M USD 3 Qtrs
Policy loans ProceedsFromCollectionOfPolicyLoans $914.65K USD 3 Qtrs
Short-term investments ProceedsFromSaleMaturityAndCollectionOfShorttermInvestments - USD 3 Qtrs
Short-term investments ProceedsFromSaleMaturityAndCollectionOfShorttermInvestments $10.50M USD 3 Qtrs
Total proceeds from investments sold and matured ProceedsFromSaleMaturityAndCollectionsOfInvestments $53.50M USD 3 Qtrs
Total proceeds from investments sold and matured ProceedsFromSaleMaturityAndCollectionsOfInvestments $40.61M USD 3 Qtrs
Fixed maturities available for sale PaymentsToAcquireAvailableForSaleSecuritiesDebt $9.04M USD 3 Qtrs
Fixed maturities available for sale PaymentsToAcquireAvailableForSaleSecuritiesDebt $20.00K USD 3 Qtrs
Equity securities PaymentsToAcquireEquitySecuritiesFvNi $12.01M USD 3 Qtrs
Equity securities PaymentsToAcquireEquitySecuritiesFvNi $26.35M USD 3 Qtrs
Trading securities ProceedsFromPaymentsForTradingSecurities $-16.13K USD 3 Qtrs
Trading securities ProceedsFromPaymentsForTradingSecurities $5.58K USD 3 Qtrs
Mortgage loans PaymentsToAcquireMortgageNotesReceivable $3.31M USD 3 Qtrs
Mortgage loans PaymentsToAcquireMortgageNotesReceivable $12.69M USD 3 Qtrs
Real estate PaymentsToAcquireRealEstateHeldForInvestment - USD 3 Qtrs
Real estate PaymentsToAcquireRealEstateHeldForInvestment $5.51M USD 3 Qtrs
Notes receivable PaymentsToAcquireNotesReceivable $7.84M USD 3 Qtrs
Notes receivable PaymentsToAcquireNotesReceivable $3.50M USD 3 Qtrs
Policy loans PaymentsToFundPolicyLoans $838.77K USD 3 Qtrs
Policy loans PaymentsToFundPolicyLoans $838.05K USD 3 Qtrs
Short-term investments PaymentsToAcquireShortTermInvestments $7.89M USD 3 Qtrs
Short-term investments PaymentsToAcquireShortTermInvestments - USD 3 Qtrs
Total cost of investments acquired PaymentsToAcquireInvestments $45.97M USD 3 Qtrs
Total cost of investments acquired PaymentsToAcquireInvestments $43.88M USD 3 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-3.27M USD 3 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $7.53M USD 3 Qtrs
Policyholder contract deposits ProceedsFromPolicyholderContractDeposits $3.39M USD 3 Qtrs
Policyholder contract deposits ProceedsFromPolicyholderContractDeposits $3.30M USD 3 Qtrs
Policyholder contract withdrawals PolicyholderContractWithdrawals $3.04M USD 3 Qtrs
Policyholder contract withdrawals PolicyholderContractWithdrawals $4.33M USD 3 Qtrs
Purchase of treasury stock PaymentsForRepurchaseOfCommonStock $3.17M USD 3 Qtrs
Purchase of treasury stock PaymentsForRepurchaseOfCommonStock $394.71K USD 3 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-1.42M USD 3 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-2.83M USD 3 Qtrs
Net increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseExcludingExchangeRateEffect $-14.91M USD 3 Qtrs
Net increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseExcludingExchangeRateEffect $-4.06M USD 3 Qtrs
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.72M USD Point-in-time
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $39.03M USD Point-in-time
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.11M USD Point-in-time
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $28.79M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.72M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $39.03M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.11M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $28.79M USD Point-in-time
Stockholders Equity 40 line items
Line Item Tag Value Unit Period
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $129.17M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.34M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $131.50M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $134.17M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Common stock issued during year StockIssuedDuringPeriodValueNewIssues $170.54K USD 3 Qtrs
Common stock issued during year StockIssuedDuringPeriodValueNewIssues $218.29K USD 3 Qtrs
Common stock issued during year StockIssuedDuringPeriodValueNewIssues - USD 1 Quarter
Common stock issued during year StockIssuedDuringPeriodValueNewIssues - USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $2.72M USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $3.17M USD 3 Qtrs
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $155.74K USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $394.71K USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $6.96M USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-5.71M USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-9.01M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $-2.45M USD 1 Quarter
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $-4.60M USD 3 Qtrs
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $-968.68K USD 1 Quarter
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $133.56K USD 1 Quarter
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $6.24M USD 3 Qtrs
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 1 Quarter
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 3 Qtrs
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 1 Quarter
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 3 Qtrs
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders - USD 1 Quarter
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders - USD 3 Qtrs
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders - USD 1 Quarter
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders - USD 3 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $14.58K USD 1 Quarter
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $70.83K USD 3 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $99.83K USD 3 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $34.08K USD 1 Quarter
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $129.17M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.34M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $131.50M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $134.17M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Comprehensive Income 44 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $-5.61M USD 3 Qtrs
Net income (loss) ProfitLoss $-2.41M USD 1 Quarter
Net income (loss) ProfitLoss $7.03M USD 3 Qtrs
Net income (loss) ProfitLoss $-9.00M USD 1 Quarter
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-1.19M USD 1 Quarter
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $169.06K USD 1 Quarter
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $8.24M USD 3 Qtrs
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-6.16M USD 3 Qtrs
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $1.73M USD 3 Qtrs
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-249.15K USD 1 Quarter
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $35.50K USD 1 Quarter
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-1.29M USD 3 Qtrs
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-4.87M USD 3 Qtrs
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $6.51M USD 3 Qtrs
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-937.26K USD 1 Quarter
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $133.56K USD 1 Quarter
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax - USD 1 Quarter
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $-337.59K USD 3 Qtrs
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $39.76K USD 1 Quarter
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $338.22K USD 3 Qtrs
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $-70.89K USD 3 Qtrs
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $8.35K USD 1 Quarter
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax - USD 1 Quarter
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $71.03K USD 3 Qtrs
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax - USD 1 Quarter
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $31.41K USD 1 Quarter
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-266.69K USD 3 Qtrs
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $267.20K USD 3 Qtrs
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-4.60M USD 3 Qtrs
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $6.24M USD 3 Qtrs
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $133.56K USD 1 Quarter
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-968.68K USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-2.28M USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-9.97M USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $626.94K USD 3 Qtrs
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $2.43M USD 3 Qtrs
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $14.58K USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $34.08K USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $99.83K USD 3 Qtrs
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $70.83K USD 3 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $2.35M USD 3 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $-9.98M USD 1 Quarter
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $527.11K USD 3 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $-2.31M USD 1 Quarter

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

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