SIRI #4: Admitted assets held in Foreign investments

[backers23]

Should Schedule DB holdings be included in SIRI #4? Or should Foreign Investments exclude Schedule DB holdings?

[Lisa]

Hello,

I would recommend consulting your state regulations as the annual statement instructions for Line 4.02 of SIRI states: Report the aggregate amount of foreign investments as determined by the rules or statutes of the state of domicile (regardless of whether there is any foreign currency exposure).

Regards,

Lisa Mullen