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10-Q Filing

First Trinity Financial CORP CIK: 1395585 Q3 2023
Filing Information
Form Type 10-Q
Accession Number 0001437749-23-031735
Period End Date 20230930
Filing Date 20231114
Fiscal Year 2023
Fiscal Period Q3
XBRL Instance ftfc20230930_10q_htm.xml
Balance Sheet 72 line items
Line Item Tag Value Unit Period
Mortgage loans on real estate MortgageLoansOnRealEstateCommercialAndConsumerNet $242.31M USD Point-in-time
Mortgage loans on real estate MortgageLoansOnRealEstateCommercialAndConsumerNet $237.92M USD Point-in-time
Investment real estate RealEstateInvestments $540.44K USD Point-in-time
Investment real estate RealEstateInvestments $540.44K USD Point-in-time
Policy loans PolicyLoansReceivable $3.25M USD Point-in-time
Policy loans PolicyLoansReceivable $2.84M USD Point-in-time
Short-term investments ShortTermInvestmentsExcludingFixedMaturitySecuritiesAvailableForSalePreferredStockAndEquitySecuritiesFVNI $295.17K USD Point-in-time
Treasury stock, shares (in shares) TreasuryStockCommonShares 247,580.00 shares Point-in-time
Treasury stock, shares (in shares) TreasuryStockCommonShares 247,580.00 shares Point-in-time
Short-term investments ShortTermInvestmentsExcludingFixedMaturitySecuritiesAvailableForSalePreferredStockAndEquitySecuritiesFVNI $1.86M USD Point-in-time
Other long-term investments OtherLongTermInvestments $67.50M USD Point-in-time
Other long-term investments OtherLongTermInvestments $63.14M USD Point-in-time
Total investments Investments $442.07M USD Point-in-time
Total investments Investments $447.21M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $33.54M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $38.13M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $5.58M USD Point-in-time
Accrued investment income AccruedInvestmentIncomeReceivable $7.03M USD Point-in-time
Recoverable from reinsurers ReinsuranceRecoverables $11.10M USD Point-in-time
Recoverable from reinsurers ReinsuranceRecoverables $10.43M USD Point-in-time
Mortgage loans on real estate MortgageLoansOnRealEstateCommercialAndConsumerNet $242.31M USD Point-in-time
Mortgage loans on real estate MortgageLoansOnRealEstateCommercialAndConsumerNet $237.92M USD Point-in-time
Short-term investments ShortTermInvestmentsExcludingFixedMaturitySecuritiesAvailableForSalePreferredStockAndEquitySecuritiesFVNI $1.86M USD Point-in-time
Short-term investments ShortTermInvestmentsExcludingFixedMaturitySecuritiesAvailableForSalePreferredStockAndEquitySecuritiesFVNI $295.17K USD Point-in-time
Payable for securities PayableForSecurities $-4.15K USD Point-in-time
Payable for securities PayableForSecurities - USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $38.13M USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $33.54M USD Point-in-time
Agents' balances and due premiums PremiumsReceivableAtCarryingValue $1.37M USD Point-in-time
Agents' balances and due premiums PremiumsReceivableAtCarryingValue $1.25M USD Point-in-time
Deferred policy acquisition costs DeferredPolicyAcquisitionCosts $56.18M USD Point-in-time
Deferred policy acquisition costs DeferredPolicyAcquisitionCosts $60.10M USD Point-in-time
Value of insurance business acquired ValueOfBusinessAcquiredVOBA $3.84M USD Point-in-time
Value of insurance business acquired ValueOfBusinessAcquiredVOBA $4.05M USD Point-in-time
Other assets OtherAssets $21.87M USD Point-in-time
Other assets OtherAssets $20.05M USD Point-in-time
Total assets Assets $665.86M USD Point-in-time
Total assets Assets $674.34M USD Point-in-time
Policyholders' account balances PolicyholderFunds $404.07M USD Point-in-time
Policyholders' account balances PolicyholderFunds $391.36M USD Point-in-time
Future policy benefits LiabilityForFuturePolicyBenefits $110.01M USD Point-in-time
Future policy benefits LiabilityForFuturePolicyBenefits $119.82M USD Point-in-time
Policy claims LiabilityForClaimsAndClaimsAdjustmentExpense $2.54M USD Point-in-time
Policy claims LiabilityForClaimsAndClaimsAdjustmentExpense $1.90M USD Point-in-time
Other policy liabilities OtherPolicyLiabilities $146.22K USD Point-in-time
Other policy liabilities OtherPolicyLiabilities $298.42K USD Point-in-time
Total policy liabilities PolicyLiabilities $504.06M USD Point-in-time
Total policy liabilities PolicyLiabilities $526.08M USD Point-in-time
Funds withheld under coinsurance agreement FundsWithheldUnderCoinsuranceAgreements $92.30M USD Point-in-time
Funds withheld under coinsurance agreement FundsWithheldUnderCoinsuranceAgreements $84.17M USD Point-in-time
Deferred federal income taxes DeferredIncomeTaxLiabilitiesNet $2.41M USD Point-in-time
Deferred federal income taxes DeferredIncomeTaxLiabilitiesNet $2.68M USD Point-in-time
Other liabilities OtherLiabilities $6.53M USD Point-in-time
Other liabilities OtherLiabilities $15.17M USD Point-in-time
Total liabilities Liabilities $614.21M USD Point-in-time
Total liabilities Liabilities $619.21M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapital $43.67M USD Point-in-time
Additional paid-in capital AdditionalPaidInCapital $43.67M USD Point-in-time
Treasury stock, at cost (247,580 shares as of September 30, 2023 and December 31, 2022) TreasuryStockCommonValue $893.95K USD Point-in-time
Treasury stock, at cost (247,580 shares as of September 30, 2023 and December 31, 2022) TreasuryStockCommonValue $893.95K USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-16.31M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-14.32M USD Point-in-time
Accumulated earnings RetainedEarningsAccumulatedDeficit $23.10M USD Point-in-time
Accumulated earnings RetainedEarningsAccumulatedDeficit $28.57M USD Point-in-time
Total shareholders' equity StockholdersEquity $68.39M USD Point-in-time
Total shareholders' equity StockholdersEquity $55.14M USD Point-in-time
Total shareholders' equity StockholdersEquity $52.46M USD Point-in-time
Total shareholders' equity StockholdersEquity $48.07M USD Point-in-time
Total shareholders' equity StockholdersEquity $51.65M USD Point-in-time
Total shareholders' equity StockholdersEquity $55.56M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $665.86M USD Point-in-time
Total liabilities and shareholders' equity LiabilitiesAndStockholdersEquity $674.34M USD Point-in-time
Income Statement 96 line items
Line Item Tag Value Unit Period
Premiums PremiumsEarnedNet $26.35M USD 3 Qtrs
Premiums PremiumsEarnedNet $9.97M USD 1 Quarter
Premiums PremiumsEarnedNet $9.21M USD 1 Quarter
Premiums PremiumsEarnedNet $28.68M USD 3 Qtrs
Net investment income NetInvestmentIncome $19.38M USD 3 Qtrs
Net investment income NetInvestmentIncome $6.49M USD 1 Quarter
Net investment income NetInvestmentIncome $23.26M USD 3 Qtrs
Net investment income NetInvestmentIncome $8.19M USD 1 Quarter
Net realized investment gains (losses) RealizedInvestmentGainsLosses $23.39K USD 1 Quarter
Net realized investment gains (losses) RealizedInvestmentGainsLosses $1.06M USD 3 Qtrs
Net realized investment gains (losses) RealizedInvestmentGainsLosses $-120.13K USD 3 Qtrs
Net realized investment gains (losses) RealizedInvestmentGainsLosses $-28.75K USD 1 Quarter
Service fees InsuranceCommissionsAndFees $3.53M USD 3 Qtrs
Service fees InsuranceCommissionsAndFees $1.22M USD 1 Quarter
Service fees InsuranceCommissionsAndFees $1.44M USD 1 Quarter
Service fees InsuranceCommissionsAndFees $1.61M USD 3 Qtrs
Other income OtherIncome $114.80K USD 1 Quarter
Other income OtherIncome $179.07K USD 3 Qtrs
Other income OtherIncome $639.51K USD 3 Qtrs
Other income OtherIncome $631.07K USD 1 Quarter
Total revenues Revenues $55.99M USD 3 Qtrs
Total revenues Revenues $17.01M USD 1 Quarter
Total revenues Revenues $20.25M USD 1 Quarter
Total revenues Revenues $48.58M USD 3 Qtrs
Increase in future policy benefits LiabilityForFuturePolicyBenefitsPeriodExpense $10.22M USD 3 Qtrs
Increase in future policy benefits LiabilityForFuturePolicyBenefitsPeriodExpense $9.92M USD 3 Qtrs
Increase in future policy benefits LiabilityForFuturePolicyBenefitsPeriodExpense $3.73M USD 1 Quarter
Increase in future policy benefits LiabilityForFuturePolicyBenefitsPeriodExpense $3.74M USD 1 Quarter
Death benefits PolicyholderBenefitsAndClaimsIncurredLifeAndAnnuity $3.24M USD 1 Quarter
Death benefits PolicyholderBenefitsAndClaimsIncurredLifeAndAnnuity $10.34M USD 3 Qtrs
Death benefits PolicyholderBenefitsAndClaimsIncurredLifeAndAnnuity $9.71M USD 3 Qtrs
Death benefits PolicyholderBenefitsAndClaimsIncurredLifeAndAnnuity $2.81M USD 1 Quarter
Surrenders PolicyholderBenefitsAndClaimsIncurredOther $1.59M USD 3 Qtrs
Surrenders PolicyholderBenefitsAndClaimsIncurredOther $489.73K USD 1 Quarter
Surrenders PolicyholderBenefitsAndClaimsIncurredOther $311.58K USD 1 Quarter
Surrenders PolicyholderBenefitsAndClaimsIncurredOther $1.07M USD 3 Qtrs
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $9.56M USD 3 Qtrs
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $3.16M USD 1 Quarter
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $11.30M USD 3 Qtrs
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $3.88M USD 1 Quarter
Dividend, endowment and supplementary life contract benefits PolicyholderDividends $78.77K USD 1 Quarter
Dividend, endowment and supplementary life contract benefits PolicyholderDividends $235.62K USD 3 Qtrs
Dividend, endowment and supplementary life contract benefits PolicyholderDividends $256.51K USD 3 Qtrs
Dividend, endowment and supplementary life contract benefits PolicyholderDividends $87.73K USD 1 Quarter
Total benefits and claims BenefitsAndClaims $30.49M USD 3 Qtrs
Total benefits and claims BenefitsAndClaims $11.42M USD 1 Quarter
Total benefits and claims BenefitsAndClaims $10.10M USD 1 Quarter
Total benefits and claims BenefitsAndClaims $33.71M USD 3 Qtrs
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $3.50M USD 1 Quarter
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $9.76M USD 3 Qtrs
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $2.99M USD 1 Quarter
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $10.39M USD 3 Qtrs
Amortization of deferred policy acquisition costs DeferredPolicyAcquisitionCostAmortizationExpense $2.19M USD 1 Quarter
Amortization of deferred policy acquisition costs DeferredPolicyAcquisitionCostAmortizationExpense $1.96M USD 1 Quarter
Amortization of deferred policy acquisition costs DeferredPolicyAcquisitionCostAmortizationExpense $5.41M USD 3 Qtrs
Amortization of deferred policy acquisition costs DeferredPolicyAcquisitionCostAmortizationExpense $6.47M USD 3 Qtrs
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $65.04K USD 1 Quarter
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $65.29K USD 1 Quarter
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $204.00K USD 3 Qtrs
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $206.79K USD 3 Qtrs
Commissions InsuranceCommissions $9.96M USD 3 Qtrs
Commissions InsuranceCommissions $3.34M USD 1 Quarter
Commissions InsuranceCommissions $9.07M USD 3 Qtrs
Commissions InsuranceCommissions $2.96M USD 1 Quarter
Other underwriting, insurance and acquisition expenses OtherExpenses $8.85M USD 3 Qtrs
Other underwriting, insurance and acquisition expenses OtherExpenses $7.56M USD 3 Qtrs
Other underwriting, insurance and acquisition expenses OtherExpenses $2.35M USD 1 Quarter
Other underwriting, insurance and acquisition expenses OtherExpenses $2.55M USD 1 Quarter
Total expenses OperatingExpenses $4.21M USD 1 Quarter
Total expenses OperatingExpenses $12.49M USD 3 Qtrs
Total expenses OperatingExpenses $4.78M USD 1 Quarter
Total expenses OperatingExpenses $15.09M USD 3 Qtrs
Total benefits, claims and expenses BenefitsLossesAndExpenses $48.80M USD 3 Qtrs
Total benefits, claims and expenses BenefitsLossesAndExpenses $16.20M USD 1 Quarter
Total benefits, claims and expenses BenefitsLossesAndExpenses $14.31M USD 1 Quarter
Total benefits, claims and expenses BenefitsLossesAndExpenses $42.98M USD 3 Qtrs
Income before total federal income tax expense IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic $2.70M USD 1 Quarter
Income before total federal income tax expense IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic $7.19M USD 3 Qtrs
Income before total federal income tax expense IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic $4.05M USD 1 Quarter
Income before total federal income tax expense IncomeLossFromContinuingOperationsBeforeIncomeTaxesDomestic $5.60M USD 3 Qtrs
Current federal income tax expense CurrentIncomeTaxExpenseBenefit $912.43K USD 1 Quarter
Current federal income tax expense CurrentIncomeTaxExpenseBenefit $337.46K USD 3 Qtrs
Current federal income tax expense CurrentIncomeTaxExpenseBenefit $1.17M USD 3 Qtrs
Current federal income tax expense CurrentIncomeTaxExpenseBenefit $335.25K USD 1 Quarter
Deferred federal income tax expense (benefit) DeferredIncomeTaxExpenseBenefit $-48.66K USD 1 Quarter
Deferred federal income tax expense (benefit) DeferredIncomeTaxExpenseBenefit $852.88K USD 3 Qtrs
Deferred federal income tax expense (benefit) DeferredIncomeTaxExpenseBenefit $326.46K USD 3 Qtrs
Deferred federal income tax expense (benefit) DeferredIncomeTaxExpenseBenefit $322.27K USD 1 Quarter
Total federal income tax expense IncomeTaxExpenseBenefit $1.19M USD 3 Qtrs
Total federal income tax expense IncomeTaxExpenseBenefit $863.77K USD 1 Quarter
Total federal income tax expense IncomeTaxExpenseBenefit $657.51K USD 1 Quarter
Total federal income tax expense IncomeTaxExpenseBenefit $1.49M USD 3 Qtrs
Net income NetIncomeLoss $4.41M USD 3 Qtrs
Net income NetIncomeLoss $3.18M USD 1 Quarter
Net income NetIncomeLoss $5.70M USD 3 Qtrs
Net income NetIncomeLoss $2.04M USD 1 Quarter
Cash Flow Statement 100 line items
Line Item Tag Value Unit Period
Change in receivable for securities sold IncreaseDecreaseInReceivableForInvestmentSold $-3.42K USD 3 Qtrs
Change in receivable for securities sold IncreaseDecreaseInReceivableForInvestmentSold $-19.11K USD 3 Qtrs
Change in payable of securities purchased IncreaseDecreaseInPayableOfSecuritiesPurchased $-144.39K USD 3 Qtrs
Change in payable of securities purchased IncreaseDecreaseInPayableOfSecuritiesPurchased $-953.87K USD 3 Qtrs
Net income NetIncomeLoss $3.18M USD 1 Quarter
Net income NetIncomeLoss $5.70M USD 3 Qtrs
Net income NetIncomeLoss $4.41M USD 3 Qtrs
Net income NetIncomeLoss $2.04M USD 1 Quarter
Accretion of discount on investments AccretionAmortizationOfDiscountsAndPremiumsInvestments $3.69M USD 3 Qtrs
Accretion of discount on investments AccretionAmortizationOfDiscountsAndPremiumsInvestments $3.72M USD 3 Qtrs
Net realized investment (gains) losses RealizedInvestmentGainsLosses $23.39K USD 1 Quarter
Net realized investment (gains) losses RealizedInvestmentGainsLosses $1.06M USD 3 Qtrs
Net realized investment (gains) losses RealizedInvestmentGainsLosses $-28.75K USD 1 Quarter
Net realized investment (gains) losses RealizedInvestmentGainsLosses $-120.13K USD 3 Qtrs
Amortization of policy acquisition cost DeferredPolicyAcquisitionCostAmortizationExpense $2.19M USD 1 Quarter
Amortization of policy acquisition cost DeferredPolicyAcquisitionCostAmortizationExpense $1.96M USD 1 Quarter
Amortization of policy acquisition cost DeferredPolicyAcquisitionCostAmortizationExpense $5.41M USD 3 Qtrs
Amortization of policy acquisition cost DeferredPolicyAcquisitionCostAmortizationExpense $6.47M USD 3 Qtrs
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $3.50M USD 1 Quarter
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $9.76M USD 3 Qtrs
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $2.99M USD 1 Quarter
Policy acquisition costs deferred DeferredPolicyAcquisitionCostsOperating $10.39M USD 3 Qtrs
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $65.04K USD 1 Quarter
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $65.29K USD 1 Quarter
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $206.79K USD 3 Qtrs
Amortization of value of insurance business acquired AmortizationOfValueOfBusinessAcquiredVOBA $204.00K USD 3 Qtrs
Allowance for mortgage loan losses ProvisionForLoanAndLeaseLosses $17.22K USD 3 Qtrs
Allowance for mortgage loan losses ProvisionForLoanAndLeaseLosses $256.63K USD 3 Qtrs
Provision for deferred federal income tax expense DeferredIncomeTaxExpenseBenefit $-48.66K USD 1 Quarter
Provision for deferred federal income tax expense DeferredIncomeTaxExpenseBenefit $852.88K USD 3 Qtrs
Provision for deferred federal income tax expense DeferredIncomeTaxExpenseBenefit $326.46K USD 3 Qtrs
Provision for deferred federal income tax expense DeferredIncomeTaxExpenseBenefit $322.27K USD 1 Quarter
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $3.16M USD 1 Quarter
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $11.30M USD 3 Qtrs
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $3.88M USD 1 Quarter
Interest credited to policyholders InterestCreditedToPolicyholdersAccountBalances $9.56M USD 3 Qtrs
Accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $1.45M USD 3 Qtrs
Accrued investment income IncreaseDecreaseInAccruedInvestmentIncomeReceivable $234.60K USD 3 Qtrs
Recoverable from reinsurers IncreaseDecreaseInReinsuranceRecoverable $-453.64K USD 3 Qtrs
Recoverable from reinsurers IncreaseDecreaseInReinsuranceRecoverable $-668.02K USD 3 Qtrs
Funds under coinsurance agreement IncreaseDecreaseInAssetsHeldInTrustUnderCoinsuranceAgreement $-5.20M USD 3 Qtrs
Funds under coinsurance agreement IncreaseDecreaseInAssetsHeldInTrustUnderCoinsuranceAgreement $-10.57M USD 3 Qtrs
Agents' balances and due premiums IncreaseDecreaseInAccountsReceivable $113.36K USD 3 Qtrs
Agents' balances and due premiums IncreaseDecreaseInAccountsReceivable $-352.04K USD 3 Qtrs
Other assets (excludes change in receivable for securities sold of ($19,113) and ($3,421) in 2023 and 2022, respectively) IncreaseDecreaseInOtherOperatingAssets $-1.19M USD 3 Qtrs
Other assets (excludes change in receivable for securities sold of ($19,113) and ($3,421) in 2023 and 2022, respectively) IncreaseDecreaseInOtherOperatingAssets $1.80M USD 3 Qtrs
Future policy benefits IncreaseDecreaseInFuturePolicyBenefitReservesAndOtherInsuranceLiabilities $9.53M USD 3 Qtrs
Future policy benefits IncreaseDecreaseInFuturePolicyBenefitReservesAndOtherInsuranceLiabilities $9.81M USD 3 Qtrs
Policy claims IncreaseDecreaseInLifeInsuranceLiabilities $-206.26K USD 3 Qtrs
Policy claims IncreaseDecreaseInLifeInsuranceLiabilities $-641.65K USD 3 Qtrs
Other policy liabilities IncreaseDecreaseInOtherPolicyLiabilities $92.70K USD 3 Qtrs
Other policy liabilities IncreaseDecreaseInOtherPolicyLiabilities $152.21K USD 3 Qtrs
Other liabilities (excludes change in payable for securities purchased of ($144,391) and ($953,865) in 2023 and 2022, respectively) IncreaseDecreaseInOtherOperatingLiabilities $448.13K USD 3 Qtrs
Other liabilities (excludes change in payable for securities purchased of ($144,391) and ($953,865) in 2023 and 2022, respectively) IncreaseDecreaseInOtherOperatingLiabilities $-8.49M USD 3 Qtrs
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $18.75M USD 3 Qtrs
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $22.97M USD 3 Qtrs
Purchases of fixed maturity securities PaymentsToAcquireAvailableForSaleSecuritiesDebt $23.06M USD 3 Qtrs
Purchases of fixed maturity securities PaymentsToAcquireAvailableForSaleSecuritiesDebt $35.25M USD 3 Qtrs
Maturities of fixed maturity securities ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities $505.00K USD 3 Qtrs
Maturities of fixed maturity securities ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities $952.00K USD 3 Qtrs
Sales of fixed maturity securities ProceedsFromSaleOfAvailableForSaleSecuritiesDebt $51.05M USD 3 Qtrs
Sales of fixed maturity securities ProceedsFromSaleOfAvailableForSaleSecuritiesDebt $4.43M USD 3 Qtrs
Purchases of equity securities PaymentsToAcquireEquitySecuritiesFvNi $104.05K USD 3 Qtrs
Purchases of equity securities PaymentsToAcquireEquitySecuritiesFvNi $173.99K USD 3 Qtrs
Acquisition of Royalty Capital Life Insurance Company CashAcquiredFromAcquisition $3.53M USD 3 Qtrs
Acquisition of Royalty Capital Life Insurance Company CashAcquiredFromAcquisition - USD 3 Qtrs
Joint venture distributions ProceedsFromDivestitureOfInterestInJointVenture $100.16K USD 3 Qtrs
Joint venture distributions ProceedsFromDivestitureOfInterestInJointVenture $162.87K USD 3 Qtrs
Purchases of mortgage loans PaymentsToAcquireMortageLoans $101.13M USD 3 Qtrs
Purchases of mortgage loans PaymentsToAcquireMortageLoans $122.74M USD 3 Qtrs
Payments on mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $85.14M USD 3 Qtrs
Payments on mortgage loans ProceedsFromSaleAndCollectionOfMortgageNotesReceivable $105.52M USD 3 Qtrs
Purchases of other long-term investments PaymentsToAcquireOtherInvestments $10.20M USD 3 Qtrs
Purchases of other long-term investments PaymentsToAcquireOtherInvestments $6.11M USD 3 Qtrs
Payments on other long-term investments ProceedsFromSaleAndMaturityOfOtherInvestments $14.30M USD 3 Qtrs
Payments on other long-term investments ProceedsFromSaleAndMaturityOfOtherInvestments $11.77M USD 3 Qtrs
Sale of real estate ProceedsFromSaleOfRealEstateHeldforinvestment - USD 3 Qtrs
Sale of real estate ProceedsFromSaleOfRealEstateHeldforinvestment $200.08K USD 3 Qtrs
Net change in policy loans PaymentsForProceedsFromPolicyLoans $387.25K USD 3 Qtrs
Net change in policy loans PaymentsForProceedsFromPolicyLoans $405.28K USD 3 Qtrs
Net change in short-term investments PaymentsForProceedsFromShortTermInvestments $-3.04M USD 3 Qtrs
Net change in short-term investments PaymentsForProceedsFromShortTermInvestments $-1.57M USD 3 Qtrs
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-13.86M USD 3 Qtrs
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-4.56M USD 3 Qtrs
Policyholders' account deposits AdditionsToContractHoldersFunds $66.49M USD 3 Qtrs
Policyholders' account deposits AdditionsToContractHoldersFunds $38.04M USD 3 Qtrs
Policyholders' account withdrawals WithdrawalFromContractHoldersFunds $76.10M USD 3 Qtrs
Policyholders' account withdrawals WithdrawalFromContractHoldersFunds $52.76M USD 3 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-9.60M USD 3 Qtrs
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-14.71M USD 3 Qtrs
Increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $-5.60M USD 3 Qtrs
Increase (decrease) in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $4.58M USD 3 Qtrs
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $42.53M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $33.54M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $36.93M USD Point-in-time
Cash and cash equivalents, beginning of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $38.13M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $33.54M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $36.93M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $42.53M USD Point-in-time
Cash and cash equivalents, end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsIncludingDisposalGroupAndDiscontinuedOperations $38.13M USD Point-in-time
Stockholders Equity 21 line items
Line Item Tag Value Unit Period
Balance StockholdersEquity $68.39M USD Point-in-time
Balance StockholdersEquity $55.14M USD Point-in-time
Balance StockholdersEquity $52.46M USD Point-in-time
Balance StockholdersEquity $48.07M USD Point-in-time
Balance StockholdersEquity $51.65M USD Point-in-time
Balance StockholdersEquity $55.56M USD Point-in-time
Net income NetIncomeLoss $3.18M USD 1 Quarter
Net income NetIncomeLoss $5.70M USD 3 Qtrs
Net income NetIncomeLoss $4.41M USD 3 Qtrs
Net income NetIncomeLoss $2.04M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-29.33M USD 3 Qtrs
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-3.61M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-6.43M USD 1 Quarter
Other comprehensive income (loss) OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-2.22M USD 3 Qtrs
Acquisition of Royalty Capital Life Insurance Company AdjustmentsToAdditionalPaidInCapitalIncreaseRelatedToAcquisition $4.60M USD 3 Qtrs
Balance StockholdersEquity $51.65M USD Point-in-time
Balance StockholdersEquity $68.39M USD Point-in-time
Balance StockholdersEquity $55.14M USD Point-in-time
Balance StockholdersEquity $52.46M USD Point-in-time
Balance StockholdersEquity $48.07M USD Point-in-time
Balance StockholdersEquity $55.56M USD Point-in-time
Comprehensive Income 36 line items
Line Item Tag Value Unit Period
Net income NetIncomeLoss $3.18M USD 1 Quarter
Net income NetIncomeLoss $5.70M USD 3 Qtrs
Net income NetIncomeLoss $4.41M USD 3 Qtrs
Net income NetIncomeLoss $2.04M USD 1 Quarter
Total net unrealized investment losses arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-36.11M USD 3 Qtrs
Total net unrealized investment losses arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-2.84M USD 3 Qtrs
Total net unrealized investment losses arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-8.24M USD 1 Quarter
Total net unrealized investment losses arising during the period OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodBeforeTax $-4.55M USD 1 Quarter
Less net realized investment gains (losses) having no credit losses OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $-34.09K USD 3 Qtrs
Less net realized investment gains (losses) having no credit losses OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $-105.57K USD 1 Quarter
Less net realized investment gains (losses) having no credit losses OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $1.03M USD 3 Qtrs
Less net realized investment gains (losses) having no credit losses OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesBeforeTax $15.51K USD 1 Quarter
Net unrealized investment losses OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentBeforeTax $-4.57M USD 1 Quarter
Net unrealized investment losses OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentBeforeTax $-8.14M USD 1 Quarter
Net unrealized investment losses OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentBeforeTax $-37.14M USD 3 Qtrs
Net unrealized investment losses OtherComprehensiveIncomeLossAvailableForSaleSecuritiesAdjustmentBeforeTax $-2.81M USD 3 Qtrs
Less adjustment to deferred acquisition costs OtherComprehensiveIncomeLossAdjustmentToDeferredAcquisitionCosts $-340.00 USD 3 Qtrs
Less adjustment to deferred acquisition costs OtherComprehensiveIncomeLossAdjustmentToDeferredAcquisitionCosts $-2.04K USD 1 Quarter
Less adjustment to deferred acquisition costs OtherComprehensiveIncomeLossAdjustmentToDeferredAcquisitionCosts $-1.07K USD 1 Quarter
Less adjustment to deferred acquisition costs OtherComprehensiveIncomeLossAdjustmentToDeferredAcquisitionCosts $-12.51K USD 3 Qtrs
Other comprehensive loss before federal income tax benefit OtherComprehensiveIncomeLossBeforeTaxPortionAttributableToParent $-37.12M USD 3 Qtrs
Other comprehensive loss before federal income tax benefit OtherComprehensiveIncomeLossBeforeTaxPortionAttributableToParent $-4.57M USD 1 Quarter
Other comprehensive loss before federal income tax benefit OtherComprehensiveIncomeLossBeforeTaxPortionAttributableToParent $-8.13M USD 1 Quarter
Other comprehensive loss before federal income tax benefit OtherComprehensiveIncomeLossBeforeTaxPortionAttributableToParent $-2.81M USD 3 Qtrs
Federal income tax benefit OtherComprehensiveIncomeLossTaxPortionAttributableToParent1 $-589.41K USD 3 Qtrs
Federal income tax benefit OtherComprehensiveIncomeLossTaxPortionAttributableToParent1 $-959.17K USD 1 Quarter
Federal income tax benefit OtherComprehensiveIncomeLossTaxPortionAttributableToParent1 $-1.71M USD 1 Quarter
Federal income tax benefit OtherComprehensiveIncomeLossTaxPortionAttributableToParent1 $-7.80M USD 3 Qtrs
Total other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-6.43M USD 1 Quarter
Total other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-2.22M USD 3 Qtrs
Total other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-3.61M USD 1 Quarter
Total other comprehensive loss OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-29.33M USD 3 Qtrs
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $3.48M USD 3 Qtrs
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $-425.09K USD 1 Quarter
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $-24.92M USD 3 Qtrs
Total comprehensive income (loss) ComprehensiveIncomeNetOfTax $-4.39M USD 1 Quarter

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

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