Captive insurance

Filing requirements and due dates

Annual st​atement

March 1

Management discussion/​analysis

March 1
Filed with annual statement

Actuarial opini​on

March 1

Certificate of authori​ty rene​wal

March 31​

Excise tax re​​turn

April 15 (for calendar year filer)
Filed with Oregon Department of Revenue

Audited financial st​​atement

June 30

Biographical affidavit of each execu​​tive officer or director

Within 30 days of any change to an officer or director

Conflict of interest statement for offi​cers, directors, key employees

Filed with insurer board of directors​​​