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10-Q Filing

UTG INC CIK: 832480 Q2 2022
Filing Information
Form Type 10-Q
Accession Number 0000832480-22-000018
Period End Date 20220630
Filing Date 20220812
Fiscal Year 2022
Fiscal Period Q2
XBRL Instance utg22q2_htm.xml
Balance Sheet 84 line items
Line Item Tag Value Unit Period
Fixed maturities, at fair value (amortized cost $121,435,668 and $127,949,963) AvailableForSaleSecuritiesDebtSecurities $140.96M USD Point-in-time
Fixed maturities, amortized cost AvailableForSaleDebtSecuritiesAmortizedCostBasis $121.44M USD Point-in-time
Fixed maturities, amortized cost AvailableForSaleDebtSecuritiesAmortizedCostBasis $127.95M USD Point-in-time
Fixed maturities, at fair value (amortized cost $121,435,668 and $127,949,963) AvailableForSaleSecuritiesDebtSecurities $118.14M USD Point-in-time
Equity securities, cost EquitySecuritiesFvNiCost $72.29M USD Point-in-time
Equity securities, at fair value (cost $72,291,234 and $68,403,168) EquitySecuritiesFvNi $122.23M USD Point-in-time
Equity securities, cost EquitySecuritiesFvNiCost $68.40M USD Point-in-time
Equity securities, at fair value (cost $72,291,234 and $68,403,168) EquitySecuritiesFvNi $133.46M USD Point-in-time
Equity securities, at cost EquitySecuritiesWithoutReadilyDeterminableFairValueAmount $14.54M USD Point-in-time
Equity securities, at cost EquitySecuritiesWithoutReadilyDeterminableFairValueAmount $14.54M USD Point-in-time
Mortgage loans on real estate at amortized cost MortgageLoansOnRealEstate $29.79M USD Point-in-time
Mortgage loans on real estate at amortized cost MortgageLoansOnRealEstate $29.18M USD Point-in-time
Investment real estate RealEstateInvestments $39.75M USD Point-in-time
Trading securities, proceeds TradingSecuritiesProceeds $2.20K USD Point-in-time
Trading securities, proceeds TradingSecuritiesProceeds - USD Point-in-time
Investment real estate RealEstateInvestments $37.88M USD Point-in-time
Notes receivable NotesReceivableNet $17.71M USD Point-in-time
Notes receivable NotesReceivableNet $17.72M USD Point-in-time
Policy loans PolicyLoansReceivable $7.32M USD Point-in-time
Policy loans PolicyLoansReceivable $7.39M USD Point-in-time
Common stock, par value (in dollars per share) CommonStockNoParValue - USD Point-in-time
Common stock, par value (in dollars per share) CommonStockNoParValue - USD Point-in-time
Total investments Investments $371.78M USD Point-in-time
Total investments Investments $358.84M USD Point-in-time
Common stock, stated value (in dollars per share) CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Common stock, stated value (in dollars per share) CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $19.05M 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 $30.79M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $1.28M USD Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 3.17M shares Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 3.17M shares Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $1.26M USD Point-in-time
Future policy benefits ReinsuranceRecoverables $24.74M USD Point-in-time
Future policy benefits ReinsuranceRecoverables $24.45M USD Point-in-time
Policy claims and other benefits ReinsuranceReceivablesIncurredButNotReportedClaims $3.89M USD Point-in-time
Policy claims and other benefits ReinsuranceReceivablesIncurredButNotReportedClaims $4.43M USD Point-in-time
Cost of insurance acquired ValueOfBusinessAcquiredVOBA $3.39M USD Point-in-time
Cost of insurance acquired ValueOfBusinessAcquiredVOBA $3.04M USD Point-in-time
Income tax receivable IncomeTaxReceivable $975.37K USD Point-in-time
Income tax receivable IncomeTaxReceivable $908.64K USD Point-in-time
Other assets OtherAssets $567.63K USD Point-in-time
Other assets OtherAssets $1.10M USD Point-in-time
Total assets Assets $438.46M USD Point-in-time
Total assets Assets $412.02M USD Point-in-time
Future policyholder benefits LiabilityForFuturePolicyBenefits $235.37M USD Point-in-time
Future policyholder benefits LiabilityForFuturePolicyBenefits $232.54M USD Point-in-time
Policy claims and benefits payable LiabilityForClaimsAndClaimsAdjustmentExpense $3.94M USD Point-in-time
Policy claims and benefits payable LiabilityForClaimsAndClaimsAdjustmentExpense $3.52M USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $345.25K USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $340.25K USD Point-in-time
Dividend and endowment accumulations PolicyholderDividendsPayable $14.75M USD Point-in-time
Dividend and endowment accumulations PolicyholderDividendsPayable $14.69M USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $13.68M USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $11.56M USD Point-in-time
Notes payable NotesPayable $24.00M USD Point-in-time
Notes payable NotesPayable $7.00M USD Point-in-time
Trading securities, at fair value (proceeds $0 and $2,202) TradingSecuritiesAtFairValue $1.12K USD Point-in-time
Trading securities, at fair value (proceeds $0 and $2,202) TradingSecuritiesAtFairValue - USD Point-in-time
Other liabilities OtherLiabilities $5.41M USD Point-in-time
Other liabilities OtherLiabilities $5.19M USD Point-in-time
Total liabilities Liabilities $275.11M USD Point-in-time
Total liabilities Liabilities $297.21M USD Point-in-time
Common stock - no par value, stated value $.001 per share. Authorized 7,000,000 shares - 3,169,243 and 3,166,669 shares issued CommonStockValue $3.17K USD Point-in-time
Common stock - no par value, stated value $.001 per share. Authorized 7,000,000 shares - 3,169,243 and 3,166,669 shares issued CommonStockValue $3.17K USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $32.78M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $32.85M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $106.16M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $97.73M USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $10.25M USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $-2.63M USD Point-in-time
Total UTG shareholders' equity StockholdersEquity $140.77M USD Point-in-time
Total UTG shareholders' equity StockholdersEquity $136.38M USD Point-in-time
Noncontrolling interests MinorityInterest $530.98K USD Point-in-time
Noncontrolling interests MinorityInterest $476.56K USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $136.91M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $143.42M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $141.24M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $145.47M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $412.02M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $438.46M USD Point-in-time
Income Statement 112 line items
Line Item Tag Value Unit Period
Premiums and policy fees PremiumsAndPolicyFees $4.60M USD 2 Qtrs
Premiums and policy fees PremiumsAndPolicyFees $2.16M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $2.30M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $4.31M USD 2 Qtrs
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $1.29M USD 2 Qtrs
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $721.65K USD 1 Quarter
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $1.37M USD 2 Qtrs
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $696.06K USD 1 Quarter
Net investment income NetInvestmentIncome $4.44M USD 1 Quarter
Net investment income NetInvestmentIncome $2.08M USD 1 Quarter
Net investment income NetInvestmentIncome $4.04M USD 2 Qtrs
Net investment income NetInvestmentIncome $8.90M USD 2 Qtrs
Other income OtherIncome $93.71K USD 1 Quarter
Other income OtherIncome $94.47K USD 1 Quarter
Other income OtherIncome $155.04K USD 2 Qtrs
Other income OtherIncome $189.21K USD 2 Qtrs
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $12.00M USD 2 Qtrs
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $7.54M USD 2 Qtrs
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $5.97M USD 1 Quarter
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $3.78M USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 2 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $411.58K USD 2 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $411.58K USD 1 Quarter
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $4.86M USD 2 Qtrs
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $79.11K USD 1 Quarter
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $4.43M USD 2 Qtrs
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $4.29M USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $195.14K USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $20.38M USD 2 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $7.36M USD 2 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $-790.34K USD 1 Quarter
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $4.07M USD 1 Quarter
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $-711.23K USD 1 Quarter
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $12.22M USD 2 Qtrs
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $24.40M USD 2 Qtrs
Total revenue Revenues $7.85M USD 1 Quarter
Total revenue Revenues $31.93M USD 2 Qtrs
Total revenue Revenues $5.26M USD 1 Quarter
Total revenue Revenues $24.22M USD 2 Qtrs
Life PolicyholderBenefitsAndClaimsIncurredGross $8.02M USD 2 Qtrs
Life PolicyholderBenefitsAndClaimsIncurredGross $8.27M USD 2 Qtrs
Life PolicyholderBenefitsAndClaimsIncurredGross $4.03M USD 1 Quarter
Life PolicyholderBenefitsAndClaimsIncurredGross $3.61M USD 1 Quarter
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $741.59K USD 2 Qtrs
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $986.67K USD 2 Qtrs
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $577.51K USD 1 Quarter
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $-245.84K USD 1 Quarter
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $519.23K USD 2 Qtrs
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $493.09K USD 2 Qtrs
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $256.19K USD 1 Quarter
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $255.54K USD 1 Quarter
Dividends to policyholders PolicyholderDividends $85.93K USD 1 Quarter
Dividends to policyholders PolicyholderDividends $174.28K USD 2 Qtrs
Dividends to policyholders PolicyholderDividends $86.48K USD 1 Quarter
Dividends to policyholders PolicyholderDividends $173.09K USD 2 Qtrs
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-51.96K USD 2 Qtrs
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-30.75K USD 1 Quarter
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-26.29K USD 1 Quarter
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-56.91K USD 2 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $344.17K USD 2 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $179.10K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $357.85K USD 2 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $172.09K USD 1 Quarter
Operating expenses OperatingExpenses $4.82M USD 2 Qtrs
Operating expenses OperatingExpenses $3.84M USD 2 Qtrs
Operating expenses OperatingExpenses $1.90M USD 1 Quarter
Operating expenses OperatingExpenses $1.73M USD 1 Quarter
Interest expense InterestExpense - USD 2 Qtrs
Interest expense InterestExpense $23.31K USD 1 Quarter
Interest expense InterestExpense - USD 1 Quarter
Interest expense InterestExpense $35.28K USD 2 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $5.67M USD 1 Quarter
Total benefits and other expenses BenefitsLossesAndExpenses $6.27M USD 1 Quarter
Total benefits and other expenses BenefitsLossesAndExpenses $13.37M USD 2 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $11.84M USD 2 Qtrs
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $2.18M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $20.09M USD 2 Qtrs
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $10.85M USD 2 Qtrs
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-1.01M USD 1 Quarter
Income tax expense (benefit) IncomeTaxExpenseBenefit $4.07M USD 2 Qtrs
Income tax expense (benefit) IncomeTaxExpenseBenefit $-270.76K USD 1 Quarter
Income tax expense (benefit) IncomeTaxExpenseBenefit $350.50K USD 1 Quarter
Income tax expense (benefit) IncomeTaxExpenseBenefit $2.37M USD 2 Qtrs
Net income (loss) ProfitLoss $8.48M USD 2 Qtrs
Net income (loss) ProfitLoss $1.83M USD 1 Quarter
Net income (loss) ProfitLoss $16.02M USD 2 Qtrs
Net income (loss) ProfitLoss $-738.10K USD 1 Quarter
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $26.50K USD 1 Quarter
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $27.11K USD 1 Quarter
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $53.82K USD 2 Qtrs
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $56.26K USD 2 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-765.21K USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $8.43M USD 2 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $1.80M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $15.97M USD 2 Qtrs
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $-0.24 USD 1 Quarter
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $5.03 USD 2 Qtrs
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $0.57 USD 1 Quarter
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $2.66 USD 2 Qtrs
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $2.66 USD 2 Qtrs
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $-0.24 USD 1 Quarter
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $0.57 USD 1 Quarter
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $5.03 USD 2 Qtrs
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.18M shares 2 Qtrs
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.17M shares 2 Qtrs
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.18M shares 1 Quarter
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.17M shares 1 Quarter
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.17M shares 1 Quarter
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.18M shares 2 Qtrs
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.18M shares 1 Quarter
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.17M shares 2 Qtrs
Cash Flow Statement 106 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $8.48M USD 2 Qtrs
Net income (loss) ProfitLoss $1.83M USD 1 Quarter
Net income (loss) ProfitLoss $16.02M USD 2 Qtrs
Net income (loss) ProfitLoss $-738.10K USD 1 Quarter
Amortization (accretion) of investments AccretionAmortizationOfDiscountsAndPremiumsInvestments $6.87K USD 2 Qtrs
Amortization (accretion) of investments AccretionAmortizationOfDiscountsAndPremiumsInvestments $-27.84K USD 2 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 2 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $411.58K USD 2 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $411.58K USD 1 Quarter
Realized investment gains (losses), net DebtSecuritiesAvailableForSaleRealizedGainLossExcludingOtherThanTemporaryImpairment $4.43M USD 2 Qtrs
Realized investment gains (losses), net DebtSecuritiesAvailableForSaleRealizedGainLossExcludingOtherThanTemporaryImpairment $4.86M USD 2 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $-790.34K USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $195.14K USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $7.36M USD 2 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $20.38M USD 2 Qtrs
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss - USD 2 Qtrs
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $950.00 USD 2 Qtrs
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss - USD 1 Quarter
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $-1.78K USD 1 Quarter
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $-10.77K USD 1 Quarter
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $18.30K USD 2 Qtrs
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $7.35K USD 1 Quarter
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $-13.28K USD 2 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $344.17K USD 2 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $179.10K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $357.85K USD 2 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $172.09K USD 1 Quarter
Depreciation and depletion Depreciation $1.26M USD 2 Qtrs
Depreciation and depletion Depreciation $918.17K USD 2 Qtrs
Stock-based compensation ShareBasedCompensation $486.80K USD 2 Qtrs
Stock-based compensation ShareBasedCompensation $170.54K USD 2 Qtrs
Charges for mortality and administration of universal life and annuity products ChargesForMortalityAndAdministrationOfUniversalLifeAndAnnuityProducts $3.00M USD 2 Qtrs
Charges for mortality and administration of universal life and annuity products ChargesForMortalityAndAdministrationOfUniversalLifeAndAnnuityProducts $3.22M USD 2 Qtrs
Interest credited to account balances InterestCreditedToPolicyholdersAccountBalances $1.89M USD 2 Qtrs
Interest credited to account balances InterestCreditedToPolicyholdersAccountBalances $1.97M USD 2 Qtrs
Change in accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $-14.83K USD 2 Qtrs
Change in accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $13.86K USD 2 Qtrs
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $-832.21K USD 2 Qtrs
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $-246.43K USD 2 Qtrs
Change in policy liabilities and accruals IncreaseDecreaseInInsuranceLiabilities $-2.02M USD 2 Qtrs
Change in policy liabilities and accruals IncreaseDecreaseInInsuranceLiabilities $-2.29M USD 2 Qtrs
Change in income taxes receivable (payable) IncreaseDecreaseInIncomeTaxesPayableNetOfIncomeTaxesReceivable $-1.07M USD 2 Qtrs
Change in income taxes receivable (payable) IncreaseDecreaseInIncomeTaxesPayableNetOfIncomeTaxesReceivable $66.73K USD 2 Qtrs
Change in other assets and liabilities, net IncreaseDecreaseInOtherOperatingCapitalNet $-4.63M USD 2 Qtrs
Change in other assets and liabilities, net IncreaseDecreaseInOtherOperatingCapitalNet $-2.05M USD 2 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-6.29M USD 2 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-2.17M USD 2 Qtrs
Fixed maturities available for sale ProceedsFromSaleOfAvailableForSaleSecuritiesDebt $7.63M USD 2 Qtrs
Fixed maturities available for sale ProceedsFromSaleOfAvailableForSaleSecuritiesDebt $14.54M USD 2 Qtrs
Equity securities ProceedsFromSaleOfEquitySecuritiesFvNi $2.81M USD 2 Qtrs
Equity securities ProceedsFromSaleOfEquitySecuritiesFvNi $5.16M USD 2 Qtrs
Trading securities ProceedsFromSaleAndMaturityOfTradingSecuritiesHeldForInvestmentNetOfAmountPaidOut $17.98K USD 2 Qtrs
Trading securities ProceedsFromSaleAndMaturityOfTradingSecuritiesHeldForInvestmentNetOfAmountPaidOut $241.00 USD 2 Qtrs
Mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $961.67K USD 2 Qtrs
Mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $7.57M USD 2 Qtrs
Real estate ProceedsFromSaleOfRealEstateHeldforinvestment $4.35M USD 2 Qtrs
Real estate ProceedsFromSaleOfRealEstateHeldforinvestment $8.79M USD 2 Qtrs
Notes receivable ProceedsFromSaleAndCollectionOfNotesReceivable $3.92M USD 2 Qtrs
Notes receivable ProceedsFromSaleAndCollectionOfNotesReceivable $581.33K USD 2 Qtrs
Policy loans ProceedsFromCollectionOfPolicyLoans $559.40K USD 2 Qtrs
Policy loans ProceedsFromCollectionOfPolicyLoans $591.08K USD 2 Qtrs
Total proceeds from investments sold and matured ProceedsFromSaleMaturityAndCollectionsOfInvestments $24.72M USD 2 Qtrs
Total proceeds from investments sold and matured ProceedsFromSaleMaturityAndCollectionsOfInvestments $32.76M USD 2 Qtrs
Fixed maturities available for sale PaymentsToAcquireAvailableForSaleSecuritiesDebt $20.00K USD 2 Qtrs
Fixed maturities available for sale PaymentsToAcquireAvailableForSaleSecuritiesDebt $1.11M USD 2 Qtrs
Equity securities PaymentsToAcquireEquitySecuritiesFvNi $24.99M USD 2 Qtrs
Equity securities PaymentsToAcquireEquitySecuritiesFvNi $6.39M USD 2 Qtrs
Trading securities ProceedsFromPaymentsForTradingSecurities $-358.00 USD 2 Qtrs
Trading securities ProceedsFromPaymentsForTradingSecurities $-32.38K USD 2 Qtrs
Mortgage loans PaymentsToAcquireMortgageNotesReceivable $747.94K USD 2 Qtrs
Mortgage loans PaymentsToAcquireMortgageNotesReceivable $1.56M USD 2 Qtrs
Real estate PaymentsToAcquireRealEstateHeldForInvestment $3.27M USD 2 Qtrs
Real estate PaymentsToAcquireRealEstateHeldForInvestment $1.40M USD 2 Qtrs
Notes receivable PaymentsToAcquireNotesReceivable $6.00M USD 2 Qtrs
Notes receivable PaymentsToAcquireNotesReceivable $3.91M USD 2 Qtrs
Policy loans PaymentsToFundPolicyLoans $523.04K USD 2 Qtrs
Policy loans PaymentsToFundPolicyLoans $452.00K USD 2 Qtrs
Total cost of investments acquired PaymentsToAcquireInvestments $16.80M USD 2 Qtrs
Total cost of investments acquired PaymentsToAcquireInvestments $33.61M USD 2 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-849.96K USD 2 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $7.92M USD 2 Qtrs
Policyholder contract deposits ProceedsFromPolicyholderContractDeposits $2.44M USD 2 Qtrs
Policyholder contract deposits ProceedsFromPolicyholderContractDeposits $2.34M USD 2 Qtrs
Policyholder contract withdrawals PolicyholderContractWithdrawals $3.01M USD 2 Qtrs
Policyholder contract withdrawals PolicyholderContractWithdrawals $2.52M USD 2 Qtrs
Proceeds from notes payable/line of credit ProceedsFromIssuanceOfDebt $9.50M USD 2 Qtrs
Proceeds from notes payable/line of credit ProceedsFromIssuanceOfDebt - USD 2 Qtrs
Payments of principal on notes payable/line of credit RepaymentsOfDebt - USD 2 Qtrs
Payments of principal on notes payable/line of credit RepaymentsOfDebt $26.50M USD 2 Qtrs
Purchase of treasury stock PaymentsForRepurchaseOfCommonStock $413.33K USD 2 Qtrs
Purchase of treasury stock PaymentsForRepurchaseOfCommonStock $238.97K USD 2 Qtrs
Non controlling contributions (distributions) of consolidated subsidiary ProceedsFromPaymentsToMinorityShareholders - USD 2 Qtrs
Non controlling contributions (distributions) of consolidated subsidiary ProceedsFromPaymentsToMinorityShareholders $600.00 USD 2 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-17.49M USD 2 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-903.36K USD 2 Qtrs
Net increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseExcludingExchangeRateEffect $-8.04M USD 2 Qtrs
Net increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseExcludingExchangeRateEffect $-11.74M USD 2 Qtrs
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.79M 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 $19.05M USD Point-in-time
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.98M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.79M 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 $19.05M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $30.98M USD Point-in-time
Stockholders Equity 40 line items
Line Item Tag Value Unit Period
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $136.91M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $143.42M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $141.24M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $145.47M USD Point-in-time
Common stock issued during year StockIssuedDuringPeriodValueNewIssues $16.77K USD 1 Quarter
Common stock issued during year StockIssuedDuringPeriodValueNewIssues $486.80K USD 2 Qtrs
Common stock issued during year StockIssuedDuringPeriodValueNewIssues $170.54K USD 2 Qtrs
Common stock issued during year StockIssuedDuringPeriodValueNewIssues - USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $238.97K USD 2 Qtrs
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $126.11K USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $145.90K USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $413.33K USD 2 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-765.21K USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $8.43M USD 2 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $1.80M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $15.97M USD 2 Qtrs
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $2.28M USD 1 Quarter
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $-5.63M USD 1 Quarter
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $-12.89M USD 2 Qtrs
Unrealized holding income on securities net of noncontrolling interest and reclassification adjustment and taxes OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToParent $-3.63M USD 2 Qtrs
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 2 Qtrs
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 2 Qtrs
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 1 Quarter
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 1 Quarter
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders - USD 1 Quarter
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $603.00 USD 1 Quarter
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders $600.00 USD 2 Qtrs
Distributions MinorityInterestDecreaseFromDistributionsToNoncontrollingInterestHolders - USD 2 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $53.82K USD 2 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $27.11K USD 1 Quarter
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $56.26K USD 2 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $26.50K USD 1 Quarter
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $136.91M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $143.42M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $141.24M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $145.47M USD Point-in-time
Comprehensive Income 44 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $8.48M USD 2 Qtrs
Net income (loss) ProfitLoss $1.83M USD 1 Quarter
Net income (loss) ProfitLoss $16.02M USD 2 Qtrs
Net income (loss) ProfitLoss $-738.10K USD 1 Quarter
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-16.31M USD 2 Qtrs
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-4.98M USD 2 Qtrs
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-7.13M USD 1 Quarter
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $2.51M USD 1 Quarter
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-1.50M USD 1 Quarter
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-1.04M USD 2 Qtrs
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-3.43M USD 2 Qtrs
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $526.06K USD 1 Quarter
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $1.98M USD 1 Quarter
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-12.89M USD 2 Qtrs
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-5.63M USD 1 Quarter
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-3.93M USD 2 Qtrs
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $-377.35K USD 2 Qtrs
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $-4.90K USD 1 Quarter
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $-527.00 USD 2 Qtrs
Less reclassification adjustment for (gains) losses included in net income OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $-377.35K USD 1 Quarter
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $-79.24K USD 1 Quarter
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $-1.03K USD 1 Quarter
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $-79.24K USD 2 Qtrs
Tax expense (benefit) for gains included in net income (loss) OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax $-111.00 USD 2 Qtrs
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-416.00 USD 2 Qtrs
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-298.11K USD 2 Qtrs
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-298.11K USD 1 Quarter
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-3.87K USD 1 Quarter
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-12.89M USD 2 Qtrs
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $2.28M USD 1 Quarter
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-3.63M USD 2 Qtrs
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-5.63M USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-4.41M USD 2 Qtrs
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $4.10M USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $12.39M USD 2 Qtrs
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-6.37M USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $53.82K USD 2 Qtrs
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $26.50K USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $27.11K USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $56.26K USD 2 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $4.08M USD 1 Quarter
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $-4.46M USD 2 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $-6.39M USD 1 Quarter
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $12.34M USD 2 Qtrs

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

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