Filing Requirements for the Group Capital Calculation

[LOGO] KAY IVEY GOVERNOR MARK FOWLER COMMISSIONER STATE OF ALABAMA DEPARTMENT OF INSURANCE 201 MONROE STREET, SUITE 502 POST OFFICE BOX 303351 MONTGOMERY, ALABAMA 36130-3351 TELEPHONE: (334) 269-3550 FACSIMILE: (334) 241-4192 INTERNET: www.aldoi.gov DEPUTY COMMISSIONERS JIMMY W. GUNN LARRY CHAPMAN RICHARD FIORE DUSTY SMITH CHIEF EXAMINER SHEILA TRAVIS STATE FIRE MARSHAL SCOTT F. PILGREEN GENERAL COUNSEL REYN NORMAN ## BULLETIN NO. 2026-01 TO: Alabama Domiciled Insurers Subject to Group Capital Calculation Requirement FROM: Mark Fowler Commissioner of Insurance Mark Fowler RE: Filing Requirements for the Group Capital Calculation DATE: January 5, 2026 EFFECTIVE: Immediate The purpose of this bulletin is to advise Alabama domiciled insurers subject to the group capital calculation provided for in Ala. Code § 27-29-4(l)(2), which became effective March 17, 2022, that this department now follows the filing requirements set forth in Section 21 of NAIC Model Regulation No. 450, the Insurance Holding Company System Model Regulation, which includes the authority to exempt the filing and to accept a limited filing, as authorized in Ala. Code § 27-29-4(l)(2)c, as well as authority to require a filing of any group that previously met an exemption or submitted a limited filing, as authorized in Ala. Code § 27-29-4(l)(2)d. Notice has already been issued of a hearing to be held on February 5, 2026, to consider the adoption of new Section 18.2 of Alabama Insurance Regulation 55, to be new Rule 482-1-055-.18.2, which contains the filing requirements set forth in Section 21 of NAIC Model Regulation No. 450. The new provision is proposed to become effective February 15, 2026. RMF/RN/bc Alabama Department of Insurance Established 1897