Insurance Companies

  • Preparation of annual and quarterly NAIC statements
  • Assistance with statement compliance requirements for multiple employer welfare arrangements (“MEWAs”)
  • Statutory and GAAP audits
  • Intermediary with state insurance departments
  • Management advisory services
  • Corporate governance, enterprise risk management, and internal control
  • SOC audits
  • Tax planning and compliance
  • Due diligence for sales/acquisitions
  • Financial examinations and examination of preparation service

How We Can Help

We serve client types ranging from dental plan organizations and corporations to independent practice associations and not-for-profit health service corporations.