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10-Q Filing

UTG INC CIK: 832480 Q3 2022
Filing Information
Form Type 10-Q
Accession Number 0001140361-22-041017
Period End Date 20220930
Filing Date 20221110
Fiscal Year 2022
Fiscal Period Q3
XBRL Instance utg22q3_htm.xml
Balance Sheet 86 line items
Line Item Tag Value Unit Period
Fixed maturities, at fair value (amortized cost $120,400,062 and $127,949,963) AvailableForSaleSecuritiesDebtSecurities $140.96M USD Point-in-time
Fixed maturities, amortized cost AvailableForSaleDebtSecuritiesAmortizedCostBasis $127.95M USD Point-in-time
Fixed maturities, at fair value (amortized cost $120,400,062 and $127,949,963) AvailableForSaleSecuritiesDebtSecurities $109.98M USD Point-in-time
Fixed maturities, amortized cost AvailableForSaleDebtSecuritiesAmortizedCostBasis $120.40M USD Point-in-time
Equity securities, at fair value (cost $76,424,988 and $68,403,168) EquitySecuritiesFvNi $122.23M USD Point-in-time
Equity securities, cost EquitySecuritiesFvNiCost $68.40M USD Point-in-time
Equity securities, cost EquitySecuritiesFvNiCost $76.42M USD Point-in-time
Equity securities, at fair value (cost $76,424,988 and $68,403,168) EquitySecuritiesFvNi $141.13M USD Point-in-time
Equity securities, at cost EquitySecuritiesWithoutReadilyDeterminableFairValueAmount $14.54M USD Point-in-time
Equity securities, at cost EquitySecuritiesWithoutReadilyDeterminableFairValueAmount $13.68M USD Point-in-time
Mortgage loans on real estate at amortized cost MortgageLoansOnRealEstate $29.18M USD Point-in-time
Mortgage loans on real estate at amortized cost MortgageLoansOnRealEstate $29.50M USD Point-in-time
Investment real estate RealEstateInvestments $39.75M USD Point-in-time
Trading securities, proceeds TradingSecuritiesProceeds $2.20K USD Point-in-time
Investment real estate RealEstateInvestments $35.95M USD Point-in-time
Trading securities, proceeds TradingSecuritiesProceeds - USD Point-in-time
Notes receivable NotesReceivableNet $19.61M USD Point-in-time
Notes receivable NotesReceivableNet $17.72M 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
Policy loans PolicyLoansReceivable $7.22M USD Point-in-time
Policy loans PolicyLoansReceivable $7.39M USD Point-in-time
Common stock, stated value (in dollars per share) CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Total investments Investments $371.78M USD Point-in-time
Common stock, stated value (in dollars per share) CommonStockParOrStatedValuePerShare $0.00 USD Point-in-time
Total investments Investments $357.07M 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
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $24.78M USD Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 3.16M shares Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $1.23M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $1.26M USD Point-in-time
Common stock, outstanding (in shares) CommonStockSharesOutstanding 3.17M shares Point-in-time
Future policy benefits ReinsuranceRecoverables $24.39M USD Point-in-time
Future policy benefits ReinsuranceRecoverables $24.74M USD Point-in-time
Policy claims and other benefits ReinsuranceReceivablesIncurredButNotReportedClaims $4.43M USD Point-in-time
Policy claims and other benefits ReinsuranceReceivablesIncurredButNotReportedClaims $3.96M USD Point-in-time
Cost of insurance acquired ValueOfBusinessAcquiredVOBA $2.87M USD Point-in-time
Cost of insurance acquired ValueOfBusinessAcquiredVOBA $3.39M USD Point-in-time
Income tax receivable IncomeTaxReceivable $975.37K USD Point-in-time
Income tax receivable IncomeTaxReceivable - USD Point-in-time
Other assets OtherAssets $1.07M USD Point-in-time
Other assets OtherAssets $1.10M USD Point-in-time
Total assets Assets $415.37M USD Point-in-time
Total assets Assets $438.46M USD Point-in-time
Future policyholder benefits LiabilityForFuturePolicyBenefits $235.37M USD Point-in-time
Future policyholder benefits LiabilityForFuturePolicyBenefits $231.43M USD Point-in-time
Policy claims and benefits payable LiabilityForClaimsAndClaimsAdjustmentExpense $3.17M USD Point-in-time
Policy claims and benefits payable LiabilityForClaimsAndClaimsAdjustmentExpense $3.94M USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $325.25K USD Point-in-time
Other policyholder funds OtherPolicyholderFunds $345.25K USD Point-in-time
Dividend and endowment accumulations PolicyholderDividendsPayable $14.69M USD Point-in-time
Dividend and endowment accumulations PolicyholderDividendsPayable $14.75M USD Point-in-time
Income taxes payable AccruedIncomeTaxes $403.29K USD Point-in-time
Income taxes payable AccruedIncomeTaxes - USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $11.30M USD Point-in-time
Deferred income taxes DeferredIncomeTaxLiabilitiesNet $13.68M USD Point-in-time
Notes payable NotesPayable $8.00M USD Point-in-time
Notes payable NotesPayable $24.00M 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 $6.83M USD Point-in-time
Other liabilities OtherLiabilities $5.19M USD Point-in-time
Total liabilities Liabilities $276.20M USD Point-in-time
Total liabilities Liabilities $297.21M USD Point-in-time
Common stock - no par value, stated value $0.001 per share. Authorized 7,000,000 shares - 3,163,011 and 3,166,669 shares outstanding CommonStockValue $3.17K USD Point-in-time
Common stock - no par value, stated value $0.001 per share. Authorized 7,000,000 shares - 3,163,011 and 3,166,669 shares outstanding CommonStockValue $3.16K USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $32.66M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapitalCommonStock $32.78M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $114.21M 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 $-8.26M USD Point-in-time
Total UTG shareholders' equity StockholdersEquity $138.61M USD Point-in-time
Total UTG shareholders' equity StockholdersEquity $140.77M USD Point-in-time
Noncontrolling interests MinorityInterest $557.20K USD Point-in-time
Noncontrolling interests MinorityInterest $476.56K USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $136.91M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $141.24M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.17M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.34M USD Point-in-time
Total shareholders' equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $415.37M 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 $6.33M USD 3 Qtrs
Premiums and policy fees PremiumsAndPolicyFees $2.27M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $2.03M USD 1 Quarter
Premiums and policy fees PremiumsAndPolicyFees $6.87M USD 3 Qtrs
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $725.16K USD 1 Quarter
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $676.46K USD 1 Quarter
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $2.01M USD 3 Qtrs
Ceded reinsurance premiums and policy fees CededReinsurancePremiumsAndPolicyFees $2.04M USD 3 Qtrs
Net investment income NetInvestmentIncome $15.17M USD 3 Qtrs
Net investment income NetInvestmentIncome $6.18M USD 3 Qtrs
Net investment income NetInvestmentIncome $6.27M USD 1 Quarter
Net investment income NetInvestmentIncome $2.13M USD 1 Quarter
Other income OtherIncome $243.07K USD 3 Qtrs
Other income OtherIncome $88.03K USD 1 Quarter
Other income OtherIncome $93.00K USD 1 Quarter
Other income OtherIncome $282.20K USD 3 Qtrs
Revenue before net investment gains (losses) RevenuesBeforeRealizedGainsLosses $19.70M 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 $7.70M USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $-18.13K USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $393.45K USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 1 Quarter
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $1.90M USD 1 Quarter
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $6.76M USD 3 Qtrs
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $4.56M USD 3 Qtrs
Other realized investment gains, net GainLossOnSaleOfOtherInvestments $127.78K USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $7.10M USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $-9.38M USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $14.46M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiRealizedGainLoss $10.99M USD 3 Qtrs
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $9.00M USD 1 Quarter
Total net investment gains (losses) DebtAndEquitySecuritiesGainLoss $21.22M 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 $-5.46M USD 1 Quarter
Total revenue Revenues $26.48M USD 3 Qtrs
Total revenue Revenues $40.92M USD 3 Qtrs
Total revenue Revenues $16.70M USD 1 Quarter
Life PolicyholderBenefitsAndClaimsIncurredGross $11.61M USD 3 Qtrs
Life PolicyholderBenefitsAndClaimsIncurredGross $12.99M USD 3 Qtrs
Life PolicyholderBenefitsAndClaimsIncurredGross $3.34M USD 1 Quarter
Life PolicyholderBenefitsAndClaimsIncurredGross $4.97M USD 1 Quarter
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $1.23M USD 3 Qtrs
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $904.91K USD 1 Quarter
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $1.89M USD 3 Qtrs
Ceded reinsurance benefits and claims ReinsuranceCostsAndRecoveriesNet $486.90K USD 1 Quarter
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $252.08K USD 1 Quarter
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $739.46K USD 3 Qtrs
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $246.36K USD 1 Quarter
Annuity PolicyholderBenefitsAndClaimsIncurredNetAnnuity $771.31K USD 3 Qtrs
Dividends to policyholders PolicyholderDividends $242.53K USD 3 Qtrs
Dividends to policyholders PolicyholderDividends $236.72K USD 3 Qtrs
Dividends to policyholders PolicyholderDividends $63.63K USD 1 Quarter
Dividends to policyholders PolicyholderDividends $68.24K USD 1 Quarter
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-34.35K USD 1 Quarter
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-37.46K USD 1 Quarter
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-94.37K USD 3 Qtrs
Commissions and amortization of deferred policy acquisition costs CommissionsAndAmortizationOfDeferredPolicyAcquisitionCosts $-86.31K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $536.23K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $178.38K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $516.26K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $172.09K USD 1 Quarter
Operating expenses OperatingExpenses $5.61M USD 3 Qtrs
Operating expenses OperatingExpenses $2.73M USD 1 Quarter
Operating expenses OperatingExpenses $7.55M USD 3 Qtrs
Operating expenses OperatingExpenses $1.78M USD 1 Quarter
Interest expense InterestExpense - USD 1 Quarter
Interest expense InterestExpense $72.03K USD 3 Qtrs
Interest expense InterestExpense $36.75K USD 1 Quarter
Interest expense InterestExpense - USD 3 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $19.45M USD 3 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $6.30M USD 1 Quarter
Total benefits and other expenses BenefitsLossesAndExpenses $18.14M USD 3 Qtrs
Total benefits and other expenses BenefitsLossesAndExpenses $6.08M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $8.33M USD 3 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $21.47M USD 3 Qtrs
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $-11.76M USD 1 Quarter
Income (loss) before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $10.62M USD 1 Quarter
Income tax expense (benefit) IncomeTaxExpenseBenefit $1.31M USD 3 Qtrs
Income tax expense (benefit) IncomeTaxExpenseBenefit $4.92M USD 3 Qtrs
Income tax expense (benefit) IncomeTaxExpenseBenefit $-2.76M USD 1 Quarter
Income tax expense (benefit) IncomeTaxExpenseBenefit $2.54M USD 1 Quarter
Net income (loss) ProfitLoss $16.56M USD 3 Qtrs
Net income (loss) ProfitLoss $8.08M 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 $14.58K USD 1 Quarter
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $80.65K USD 3 Qtrs
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $70.83K USD 3 Qtrs
Net income attributable to noncontrolling interests NetIncomeLossAttributableToNoncontrollingInterest $26.82K USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $8.05M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $6.96M USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-9.01M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $16.48M 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 $2.54 USD 1 Quarter
Basic income (loss) per share (in dollars per share) EarningsPerShareBasic $5.20 USD 3 Qtrs
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 $2.19 USD 3 Qtrs
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $2.54 USD 1 Quarter
Diluted income (loss) per share (in dollars per share) EarningsPerShareDiluted $5.20 USD 3 Qtrs
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.17M shares 1 Quarter
Basic weighted average shares outstanding (in shares) WeightedAverageNumberOfSharesOutstandingBasic 3.17M 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 3.17M shares 1 Quarter
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.17M shares 1 Quarter
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.17M shares 3 Qtrs
Diluted weighted average shares outstanding (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 3.17M shares 3 Qtrs
Cash Flow Statement 106 line items
Line Item Tag Value Unit Period
Net income (loss) ProfitLoss $16.56M USD 3 Qtrs
Net income (loss) ProfitLoss $8.08M 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 $-55.74K USD 3 Qtrs
Amortization (accretion) of investments AccretionAmortizationOfDiscountsAndPremiumsInvestments $-24.74K USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $-18.13K USD 1 Quarter
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings $393.45K USD 3 Qtrs
Other-than-temporary impairments OtherThanTemporaryImpairmentLossDebtSecuritiesAvailableForSaleRecognizedInEarnings - USD 1 Quarter
Realized investment gains (losses), net DebtSecuritiesAvailableForSaleRealizedGainLossExcludingOtherThanTemporaryImpairment $6.76M USD 3 Qtrs
Realized investment gains (losses), net DebtSecuritiesAvailableForSaleRealizedGainLossExcludingOtherThanTemporaryImpairment $4.56M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $-9.38M USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $7.10M USD 1 Quarter
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $10.99M USD 3 Qtrs
Change in fair value of equity securities EquitySecuritiesFvNiGainLoss $14.46M USD 3 Qtrs
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss - USD 1 Quarter
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $379.00 USD 1 Quarter
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss - USD 3 Qtrs
Unrealized trading (gains) losses included in income DebtSecuritiesTradingUnrealizedGainLoss $1.33K USD 3 Qtrs
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $-13.28K USD 3 Qtrs
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss - USD 1 Quarter
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $20.36K USD 3 Qtrs
Realized trading (gains) losses included in income DebtSecuritiesTradingRealizedGainLoss $2.06K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $536.23K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $178.38K USD 1 Quarter
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $516.26K USD 3 Qtrs
Amortization of cost of insurance acquired AmortizationOfValueOfBusinessAcquiredVOBA $172.09K USD 1 Quarter
Depreciation and depletion Depreciation $1.64M USD 3 Qtrs
Depreciation and depletion Depreciation $1.86M USD 3 Qtrs
Stock-based compensation ShareBasedCompensation $170.54K USD 3 Qtrs
Stock-based compensation ShareBasedCompensation $486.80K USD 3 Qtrs
Charges for mortality and administration of universal life and annuity products ChargesForMortalityAndAdministrationOfUniversalLifeAndAnnuityProducts $4.48M 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 $2.94M USD 3 Qtrs
Interest credited to account balances InterestCreditedToPolicyholdersAccountBalances $2.83M USD 3 Qtrs
Change in accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $-299.16K USD 3 Qtrs
Change in accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $-31.53K USD 3 Qtrs
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $-827.43K USD 3 Qtrs
Change in reinsurance receivables IncreaseDecreaseInReinsuranceRecoverable $171.40K USD 3 Qtrs
Change in policy liabilities and accruals IncreaseDecreaseInInsuranceLiabilities $-3.07M USD 3 Qtrs
Change in policy liabilities and accruals IncreaseDecreaseInInsuranceLiabilities $-3.77M USD 3 Qtrs
Change in income taxes receivable (payable) IncreaseDecreaseInIncomeTaxesPayableNetOfIncomeTaxesReceivable $-1.43M USD 3 Qtrs
Change in income taxes receivable (payable) IncreaseDecreaseInIncomeTaxesPayableNetOfIncomeTaxesReceivable $1.38M USD 3 Qtrs
Change in other assets and liabilities, net IncreaseDecreaseInOtherOperatingCapitalNet $-2.24M USD 3 Qtrs
Change in other assets and liabilities, net IncreaseDecreaseInOtherOperatingCapitalNet $-4.19M USD 3 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-10.22M USD 3 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-277.27K USD 3 Qtrs
Fixed maturities available for sale ProceedsFromSaleOfAvailableForSaleSecuritiesDebt $8.63M 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 $10.74M USD 3 Qtrs
Trading securities ProceedsFromSaleAndMaturityOfTradingSecuritiesHeldForInvestmentNetOfAmountPaidOut $29.28K USD 3 Qtrs
Trading securities ProceedsFromSaleAndMaturityOfTradingSecuritiesHeldForInvestmentNetOfAmountPaidOut $17.98K USD 3 Qtrs
Mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $1.44M USD 3 Qtrs
Mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $7.76M USD 3 Qtrs
Real estate ProceedsFromSaleOfRealEstateHeldforinvestment $5.97M USD 3 Qtrs
Real estate ProceedsFromSaleOfRealEstateHeldforinvestment $11.39M USD 3 Qtrs
Notes receivable ProceedsFromSaleAndCollectionOfNotesReceivable $1.37M USD 3 Qtrs
Notes receivable ProceedsFromSaleAndCollectionOfNotesReceivable $3.98M USD 3 Qtrs
Policy loans ProceedsFromCollectionOfPolicyLoans $903.70K USD 3 Qtrs
Policy loans ProceedsFromCollectionOfPolicyLoans $1.59M USD 3 Qtrs
Total proceeds from investments sold and matured ProceedsFromSaleMaturityAndCollectionsOfInvestments $37.10M USD 3 Qtrs
Total proceeds from investments sold and matured ProceedsFromSaleMaturityAndCollectionsOfInvestments $40.61M USD 3 Qtrs
Fixed maturities available for sale PaymentsToAcquireAvailableForSaleSecuritiesDebt $20.00K USD 3 Qtrs
Fixed maturities available for sale PaymentsToAcquireAvailableForSaleSecuritiesDebt $1.11M USD 3 Qtrs
Equity securities PaymentsToAcquireEquitySecuritiesFvNi $26.35M USD 3 Qtrs
Equity securities PaymentsToAcquireEquitySecuritiesFvNi $12.54M USD 3 Qtrs
Trading securities ProceedsFromPaymentsForTradingSecurities $-16.13K USD 3 Qtrs
Trading securities ProceedsFromPaymentsForTradingSecurities $-32.38K USD 3 Qtrs
Mortgage loans PaymentsToAcquireMortgageNotesReceivable $1.76M USD 3 Qtrs
Mortgage loans PaymentsToAcquireMortgageNotesReceivable $3.31M USD 3 Qtrs
Real estate PaymentsToAcquireRealEstateHeldForInvestment $5.51M USD 3 Qtrs
Real estate PaymentsToAcquireRealEstateHeldForInvestment $4.24M USD 3 Qtrs
Notes receivable PaymentsToAcquireNotesReceivable $5.87M USD 3 Qtrs
Notes receivable PaymentsToAcquireNotesReceivable $7.84M USD 3 Qtrs
Policy loans PaymentsToFundPolicyLoans $728.35K USD 3 Qtrs
Policy loans PaymentsToFundPolicyLoans $838.05K USD 3 Qtrs
Total cost of investments acquired PaymentsToAcquireInvestments $43.88M USD 3 Qtrs
Total cost of investments acquired PaymentsToAcquireInvestments $26.28M USD 3 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $10.82M USD 3 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-3.27M USD 3 Qtrs
Policyholder contract deposits ProceedsFromPolicyholderContractDeposits $3.46M USD 3 Qtrs
Policyholder contract deposits ProceedsFromPolicyholderContractDeposits $3.30M USD 3 Qtrs
Policyholder contract withdrawals PolicyholderContractWithdrawals $3.40M USD 3 Qtrs
Policyholder contract withdrawals PolicyholderContractWithdrawals $4.33M USD 3 Qtrs
Proceeds from notes payable/line of credit ProceedsFromIssuanceOfDebt - USD 3 Qtrs
Proceeds from notes payable/line of credit ProceedsFromIssuanceOfDebt $19.50M USD 3 Qtrs
Payments of principal on notes payable/line of credit RepaymentsOfDebt $35.50M USD 3 Qtrs
Payments of principal on notes payable/line of credit RepaymentsOfDebt - USD 3 Qtrs
Purchase of treasury stock PaymentsForRepurchaseOfCommonStock $605.23K USD 3 Qtrs
Purchase of treasury stock PaymentsForRepurchaseOfCommonStock $394.71K USD 3 Qtrs
Non controlling contributions (distributions) of consolidated subsidiary ProceedsFromPaymentsToMinorityShareholders - USD 3 Qtrs
Non controlling contributions (distributions) of consolidated subsidiary ProceedsFromPaymentsToMinorityShareholders - USD 3 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-1.42M USD 3 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-16.55M 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 $-6.00M USD 3 Qtrs
Cash and cash equivalents at beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.78M 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 $30.79M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $24.78M 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 $30.79M USD Point-in-time
Stockholders Equity 40 line items
Line Item Tag Value Unit Period
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $136.91M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $141.24M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.17M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.34M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $149.46M USD Point-in-time
Common stock issued during year StockIssuedDuringPeriodValueNewIssues - USD 1 Quarter
Common stock issued during year StockIssuedDuringPeriodValueNewIssues - USD 1 Quarter
Common stock issued during year StockIssuedDuringPeriodValueNewIssues $486.80K USD 3 Qtrs
Common stock issued during year StockIssuedDuringPeriodValueNewIssues $170.54K USD 3 Qtrs
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $394.71K USD 3 Qtrs
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $191.90K USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $155.74K USD 1 Quarter
Treasury shares acquired StockRepurchasedAndRetiredDuringPeriodValue $605.23K USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $8.05M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $6.96M USD 3 Qtrs
Net income (loss) attributable to common shareholders NetIncomeLoss $-9.01M USD 1 Quarter
Net income (loss) attributable to common shareholders NetIncomeLoss $16.48M USD 3 Qtrs
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 $-5.63M USD 1 Quarter
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 $-18.51M USD 3 Qtrs
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 1 Quarter
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 3 Qtrs
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 1 Quarter
Contributions NoncontrollingInterestIncreaseFromSaleOfParentEquityInterest - USD 3 Qtrs
Distributions NoncontrollingInterestDecreaseFromDistributionsToNoncontrollingInterestHoldersAfterAdjustment $600.00 USD 1 Quarter
Distributions NoncontrollingInterestDecreaseFromDistributionsToNoncontrollingInterestHoldersAfterAdjustment - USD 3 Qtrs
Distributions NoncontrollingInterestDecreaseFromDistributionsToNoncontrollingInterestHoldersAfterAdjustment - USD 1 Quarter
Distributions NoncontrollingInterestDecreaseFromDistributionsToNoncontrollingInterestHoldersAfterAdjustment - USD 3 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $80.65K USD 3 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $70.83K USD 3 Qtrs
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $14.58K USD 1 Quarter
Gain attributable to noncontrolling interest OtherComprehensiveIncomeAvailableforsaleSecuritiesAdjustmentNetOfTaxPortionAttributableToNoncontrollingInterest $26.82K USD 1 Quarter
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $137.14M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $136.91M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $141.24M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.17M USD Point-in-time
Balance StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $139.34M 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 $16.56M USD 3 Qtrs
Net income (loss) ProfitLoss $8.08M 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 $-23.44M USD 3 Qtrs
Unrealized holding gains (losses) arising during period, pre-tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-7.12M USD 1 Quarter
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 $-4.92M USD 3 Qtrs
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 $-1.29M USD 3 Qtrs
Tax (expense) benefit on unrealized holding gains (losses) arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax $-249.15K USD 1 Quarter
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 $-937.26K USD 1 Quarter
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-18.51M USD 3 Qtrs
Unrealized holding gains (losses) arising during period, net of tax OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax $-5.63M USD 1 Quarter
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 - 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 $-527.00 USD 3 Qtrs
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 $-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 $-111.00 USD 3 Qtrs
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 - USD 1 Quarter
Reclassification adjustment for (gains) losses included in net income, net of tax OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesNetOfTax $-416.00 USD 3 Qtrs
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-5.63M USD 1 Quarter
Subtotal: Other comprehensive income (loss), net of tax OtherComprehensiveIncomeLossNetOfTax $-18.51M 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 $-968.68K USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $2.43M USD 3 Qtrs
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-9.97M USD 1 Quarter
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $-1.95M USD 3 Qtrs
Comprehensive income (loss) ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $2.45M USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $26.82K USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $70.83K USD 3 Qtrs
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $14.58K USD 1 Quarter
Less comprehensive income attributable to noncontrolling interests ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest $80.65K USD 3 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $-9.98M USD 1 Quarter
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $-2.04M USD 3 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $2.35M USD 3 Qtrs
Comprehensive income (loss) attributable to UTG, Inc. ComprehensiveIncomeNetOfTax $2.42M USD 1 Quarter

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

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