| PUBLIC UTILITY RISK MANAGEMENT SERVICES |
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| JOINT SELF-INSURANCE FUND |
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| COMBINING LIABILITY, PROPERTY AND HEALTH & WELFARE
POOLS |
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| STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET
ASSETS |
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| YTD MONTHS ENDED JUNE 30, 2007 |
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| OPERATING REVENUES: |
Liability Pool |
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Property Pool |
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H&W Pool |
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Total |
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| Premium Assessments |
$ 1,098,264.19 |
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$ 729,161.00 |
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$ - |
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$ 1,827,425.19 |
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| General Assessments |
82,275.00 |
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118,050.00 |
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3,296,681.98 |
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3,497,006.98 |
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| Member Deposit Assessments |
- |
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- |
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- |
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- |
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| General Assessments - Future |
382,669.37 |
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81,050.03 |
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9,505.78 |
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473,225.18 |
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| Total Operating Revenues |
1,563,208.56 |
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928,261.03 |
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3,306,187.76 |
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5,797,657.35 |
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| OPERATING EXPENSES: |
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| Claims Paid on Current Losses |
20,814.98 |
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25,516.98 |
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2,911,283.16 |
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2,957,615.12 |
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| Claims Paid on Prior Losses |
72,783.38 |
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33,432.10 |
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- |
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106,215.48 |
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| Claims Paid, Excess of Indiv Stop Loss |
- |
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- |
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- |
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- |
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| Established Claims Reserve |
259,267.19 |
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131,127.21 |
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56,409.19 |
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446,803.59 |
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| Adjustment to Prior Years
Claims Reserve |
123,402.18 |
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(50,077.18) |
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(46,903.41) |
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26,421.59 |
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| Claims Adjustment on Current Losses |
- |
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- |
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- |
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- |
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| Claims Adjustment on Prior
Losses |
23,728.06 |
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- |
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- |
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23,728.06 |
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| Insurance Purchased |
898,554.93 |
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729,161.00 |
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205,605.09 |
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1,833,321.02 |
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| PPO Network Fee |
- |
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- |
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31,693.79 |
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31,693.79 |
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| Administrator's Fee |
109,722.87 |
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56,097.75 |
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111,910.17 |
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277,730.79 |
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| Brokers Fee |
39,500.00 |
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21,500.00 |
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- |
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61,000.00 |
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| Fund Legal Fees |
20,331.08 |
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81,920.83 |
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22,742.10 |
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124,994.01 |
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| General Expense |
- |
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- |
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1.01 |
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1.01 |
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| Professional Fees |
4,634.88 |
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30,592.60 |
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9,087.66 |
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44,315.14 |
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| Total Operating Expense |
1,572,739.55 |
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1,059,271.29 |
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3,301,828.76 |
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5,933,839.60 |
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| Operating Income (Loss) |
(9,530.99) |
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(131,010.26) |
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4,359.00 |
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(136,182.25) |
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| NONOPERATING REVENUES
(EXPENSES): |
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| Interest on Investments |
36,526.42 |
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9,576.53 |
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- |
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46,102.95 |
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| Total Nonoperating Revenue (Expenses) |
36,526.42 |
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9,576.53 |
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- |
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46,102.95 |
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| Income (Loss) Before Extraordinary Items |
26,995.43 |
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(121,433.73) |
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4,359.00 |
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(90,079.30) |
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| Extraordinary Items - Revenue/(Expense) |
- |
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- |
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- |
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- |
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| CHANGE IN NET ASSETS |
26,995.43 |
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(121,433.73) |
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4,359.00 |
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(90,079.30) |
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| TOTAL NET ASSETS, January 01 |
1,926,962.18 |
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618,836.91 |
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900,749.53 |
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3,446,548.62 |
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| TOTAL NET ASSETS, June 30 |
$ 1,953,957.61 |
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$ 497,403.18 |
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$ 905,108.53 |
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$ 3,356,469.32 |
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