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Co-operators General Insurance First Quarter 2011

June 18th, 2011 · No Comments

Co-operators General Insurance Company has just released its first quarter financial reports for 2011. The financial reports are on the calendar year first quarter ending March 31. All monetary units are Canadian dollars. Consolidated net income for the quarter is at $25.8 million, down from the same quarter last year when net income was at $31.8 million.

The net income for Co-operators General Insurance translated into earnings of $1.11 per common share. In comparison, the common share earnings for the first quarter 2010 were $1.39.

Other highlights from the Q1 2011 Co-operators Insurance financial reports include the following, with Q1 2010 figures listed afterward for comparison. All figures are in millions of CAD:

• Gross written premium (GWP) – $479.9 / $462.2
• Net earned premium (NEP) – $529.1 / $510.5
• Total assets – $5,029 / $4,798
• Shareholder equity – $1,405 / $1,309

Some of the economic indicators in the report are as follows, with 2010 indicators for comparison:

• GWP growth – 3.8% / (1.9%)
• NEP growth – 3.6% / 2.6%
• Annual return on average equity – 8.1% / 10.3%
• Combined ratio, excluding MYA – 103.4% / 100.2%
• Minimum capital test – 241% / 242%

Review of Q1 Financial Report
The total increase of first quarter GWP over the previous year was 3.8%. Such an increase is calculated by taking the sum of the average premium growth and rate increases. That sum is then offset by the decline in policy growth and falling pressure in pricing within the company’s commercial portfolio. The number is then adjusted for the impact of co-insurance arrangement cancellations for a net increase of in GWP of $1 million, or 0.2% growth.

The net investment income (NII) is the company’s interest and dividends minus their investment expenses. NII increased by $1.3 million due to bond portfolio yields and improvement in debt obligations held by collateral.

Analysis of Q1 Financial Report
Co-operators General Insurance made a strong showing in their home insurance portfolio in Q1, and claims experience in the Ontario car insurance market helped deliver the first quarter earnings. A decline in Ontario claims was experienced six months after the auto reforms took place, but a potential for an increase in bodily injury claims persists. Although the recognition of the problems in Ontario is to be applauded, Co-operators Insurance has yet to see if there will be any long-term impact due to the reforms. The commercial portfolio of the company in the Western regions of Canada took large losses, most notably in the Quebec farming sector.

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