• Examines the rate of participation by banks and bank holding companies in owning permanent life insurance.

• Ranks and analyzes the top 100 banks and bank holding companies in the country, as well as the top 50 in each of eight asset classes, on the basis of their BOLI holdings.

• Reveals the number of stand-alone banks, that is, those without holding companies, with BOLI and their total BOLI holdings. Added to the holdings of bank holding companies, these represent the banking industry’s total BOLI holdings.

• Examines the industry's concentration of assets in BOLI holdings relative to capital.

• Measures and compares the ratios of CSV-assets as a percentage of Tier 1 capital and as a percentage of the sum of Tier 1 capital plus the allowance for loan and lease losses to assess the degree to which CSV represents bank capital.

• Illustrates with tables and graphs the current year’s BOLI performance measures of the banking industry as compared to those of the prior year. 

• Includes an extensive glossary that defines key banking industry financial terms.

Importantly, the data for the Michael White-Meyer-Chatfield BOLI Holdings Report is not based on surveys, which themselves are dependent upon survey-response rates, survey reliability, or extrapolation of survey findings to a larger universe. This is important to financial institutions and third-party BOLI product and service providers and BOLI advisors that want reliable, standardized, industry measures by which to compare and evaluate bank-owned life insurance programs.

The data for the Michael White-Meyer-Chatfield Bank-Owned Life Insurance (BOLI) Holdings Report™ come directly from regulatory filings of all U.S. commercial banks, FDIC-supervised savings banks, and large top-tier bank holding companies with consolidated assets of $500 million or greater (plus about 100 BHCs with assets between $300 million and $500 million).

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