Annual filing requirements
| What | Due | Other |
|---|---|---|
| Annual statement | March 1 | |
| Management discussion/analysis | March 1 | Due with annual statement |
| Actuarial opinion | March 1 | |
| Excise tax return | April 15 (for calendar year filer) | Filed with Oregon Department of Revenue |
| Audited financial statement | June 30 | |
| Certificate of authority renewal | December 31 | |
| Biographical affidavit (each executive officer or director) |
Within 30 days of any change to an officer or director |
|
| Conflict of interest statement for officers, directors, key employees |
Annually | Filed with insurer board of directors |
