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CA Department of Insurance

Bulletin 99-04 Fee Schedule

(Superseded by Bulletin 2002-7). [For fees in effect beginning November 1, 2002, see Bulletin 2002-7 and accompanying fee schedule (effective 11/02) (View 11/02 Fee Schedule as Adobe Acrobat PDF file).]

This fee schedule was posted in conjunction with Bulletin 99-4

Effective Dates: July 1, 1999 through October 31, 2002.

Perpetual certificate for reciprocal

Insurance Code Section

Fee Category Current Fee New Fee
Licenses and Penalties
Insurance Adjuster Licenses
14097(a) Original license application $47.00 $52.00
14097(b) Original branch office certification 30.00 33.00
14097(c),(d)(1) Original license & renewal of license 190.00 209.00
14097(c),(d)(2) Branch office certificate renewal 38.00 42.00
14097(f) Delinquency, 50% of renewal, not to exceed 47.00 52.00
14097(g) Re-examination of applicant or applicants manager 19.00 21.00
14042 Additional fictitious business name or change 16.00 18.00
14042 License reissued in a fictitious business name 19.00 21.00
Public Insurance Adjuster License
15016(a)(3) Interim License $160.00 $176.00
15060(a) Original license application 41.00 45.00
15060(b) Original branch office certification 24.00 26.00
15060(c),(d)(1) Original license & renewal of license 160.00 176.00
15060(c),(d)(2) Branch office certificate renewal 32.00 35.00
15060(f) Delinquency, 50% of renewal, not to exceed 41.00 45.00
15060(g) Reexamination of applicant 16.00 18.00
15031 Additional Fictitious business name or change 16.00 18.00
Bail License
1811(a) Agent, original filing $190.00 $209.00
1811(e) Agent, renewal filing 56.00 62.00
1811(b) Solicitor, original filing 190.00 209.00
1811(f) Solicitor, renewal filing 56.00 62.00
1811(c) Permittee, original filing 378.00 416.00
1811(g) Permittee, renewal filing 238.00 262.00
1808(c) License renewal penalty fee twice fee above twice fee above
1811(i) Approval of fictitious or other name 19.00 21.00
1811(j) Replace bail bond 16.00 18.00
1811(k) First amendment to application 10.00 11.00
1811(l) Subsequent amendments 19.00 21.00
Production Agency License
1750(a) & 1718 Fire and Casualty broker-agent license and renewal, per year $56.00 $62.00
1751(c) First amendment to application 10.00 11.00
1751(c) Subsequent amendments 19.00 21.00
1750 & 1718 Life agent license, resident renewal, per year 56.00 62.00
1750 & 1718 Life agent license, nonresident renewal, per year 56.00 62.00
1751(c) First amendment to application 10.00 11.00
1751(c) Subsequent amendments 19.00 21.00
1842 Life and disability insurance analyst issuance or renewal 190.00 209.00
1751.3 Notice of appointment 19.00 21.00
1751.3 Notice of termination of appointment 19.00 21.00
1751(n) Amended notice of appointment or termination 6.00 7.00
1751(i) Ratification of agency appointments by surviving insurer 124.00 136.00
1765(d) Naming up to two persons on the license, per year $472.00 $519.00
1765(d) Each additional person named on the license, per year 133.00 146.00
Other License
1755 Travel insurance agent license, per year $19.00 $21.00
1751(j)(1) Submission of training course for certificate of conveniences 124.00 136.00
1751.1(a) Certification as a prelicensing or continuing education provider 50.00 55.00 x
1751.1(b) Renewal as a provider 50.00 55.00 x
1751.1(c) Certification of a prelicensing course 50.00 55.00 x
1751.1(d) Renewal of a prelicensing course 25.00 28.00 x
1751.1(e) Certification of a continuing education course 25.00 28.00 x
1751.1(f) Renewal of a continuing education course 10.00 11.00 x
1751(j)(2) To qualify certificate of convenience holders 66.00 73.00
1751(h) Approval of fictitious or other name 36.00 40.00
1751(k) Filing producers license bond 19.00 21.00
1751(l) Duplicate License 19.00 21.00
1751(m) Clearance letters 19.00 21.00
1751(c) First amendment to application 10.00 11.00
1751(c) Subsequent amendments 19.00 21.00
1751(b) To delete name from license 19.00 21.00
1751(a) To register change in partnership same as 1 year license fee herein same as 1 year license fee herein
1759.10 Administrator, per year 56.00 62.00
  Non-resident fees under retaliatory provision where discrimination is involved may be higher than listed herein may be higher than listed herein
1751(g) Certificate of convenience 24.00 26.00
1718(c) License renewal delinquent fee one year fee for respective license one year fee for respective license
12280.2 Motor club agent 56.00 62.00
1751(c) First amendment to application 10.00 11.00
1751(c) Subsequent amendments 19.00 21.00
License Examination
1811(d) Bail, first examination $38.00 $42.00
1811(d) Bail, first re-examination 38.00 42.00
1842 Life and disability insurance analyst 94.00 103.00
 1751(d),(e),(f) Fire and casualty, life agent first examination or re-examination 32.00 35.00
12973.5(b) Miscellaneous application for exams 47.00 52.00
Filing for Brokers/Agents Certificate
859(a) Brokers (headquarters) $190.00 $209.00
859(a) Brokers (each additional location) 92.00 101.00
859(b) Agents 92.00 101.00
12973(a) Certificate of license status printed form 14.00 15.00
Certificate of Authority
10493(d) Benefit and relief association (certification of exemption) $1,133.00 $1,246.00
5051 County mutual fire insurer (declaration of intent to incorporate) 4,722.00 5,194.00
11401 Firefighters police officers, or peace officers benefit and relief associations  944.00  1,038.00
11090 Fraternal benefit society 4,722.00 5,194.00
11520.5 Grants and annuities society 2,833.00 3,116.00
12161 Motor club 3,305.00 3,636.00
705.1 Mutual insurer 2,833.00 3,116.00
11504 Non profit hospital service plan 7,555.00 8,311.00
705.1 Reciprocal insurer 2,833.00 3,116.00
705.1 Stock insurer 2,833.00 3,116.00
10113.2(b)(1) Viatical settlements application fee 2,833.00 3,116.00 [x]
742.39 Multiple employer welfare arrangement (MEWA) certificate of compliance application 3,500.00 3,850.00 [x]
12105 Certificate of authority for financial guaranty insurance 5,000.00 5,500.00 [x]
Amended Certificate of Authority
705 For each amendment to certificate of authority except name changes $92.00 $101.00
709.5(d) Redomestication application to or from California 4,250.00 4,675.00 x
12105 Amended certificate of authority for financial guaranty insurance 5,000.00 5,500.00 x
License
705.1 & 12743 Home protection $2,833.00 $3,116.00
12389(a)(3) Underwritten title company 568.00 625.00
11751 Workers compensation rating organization license 150.00 165.00 x
Amended Licenses
12389(a)(3) Underwritten title company license each additional county $331.00 $364.00
Name Approval/Change
881 All except grants and annuities societies, underwritten title companies and joint underwriters $92.00 $101.00
11520.5(d)(1) Grants and annuities society 190.00 209.00
882 Joint underwriters name approval 47.00 52.00
884 Joint underwriters name renewal 16.00 18.00
12389(d) Underwritten title company 190.00 209.00
Withdrawl of Certificate of Authority Holder
1076 County mutual fire insurer, fraternal benefit society, mutual, stock, reciprocal $944.00 $1,038.00
11520.5(d)(3) Grants and annuities society 568.00 625.00
Amendments to Articles of Incorporation
714 All except grants and annuities and motor clubs $47.00 $52.00
11520.5(d)(2) Grants and annuities societies 142.00 156.00
12168 Motor clubs (amendments, if any, to be filed annually) 32.00 35.00

Amendments to By-Laws

12168 Motor club (amendments, if any, to be filed annually) $32.00 $35.00
Renewal Fee Certificates of Authority/Licenses
705 County mutual fire insurer $283.00 $311.00
11090 Fraternal benefit society 283.00 311.00
11520.5 Grants and annuities society 92.00 101.00
705 Mutual insurer 283.00 311.00
12162(c) Motor club 283.00 311.00
705 Stock insurer, including title insurer 283.00 311.00
12416 Title insurer (additional fee) 661.00 727.00
12416 Underwritten title company less than 50,000 documents filed 190.00 209.00
12416 Underwritten title company over 50,000 but less than 100,000 documents filed 240.00 264.00
12416 Underwritten title company over 100,000 documents filed 378.00 416.00
10113.2(b)(3) Viatical settlements annual license renewal fee 177.00 195.00 x
742.39 MEWA certificate of compliance renewal 283.00 311.00 x
11751.25 Workers compensation rating organization annual license fee 100.00 110.00 x
Annual Statement/Audit Report
900.5 & 10970 Filing annual statement (except fraternal benefit society) $281.00 $309.00
924 & 10970 Late filing fee (except fraternal benefit society) 472.00 519.00
924 Additional late filing fee after first month (per month) 568.00 625.00
12389(a)(4) Filing audit report (underwritten title companies) 502.00 552.00
12389(a)(4) Failure to file audit report on time (underwritten title companies) 190.00 209.00
Merger, Reinsurance, Assumption, Consolidation, Transformation
1011.5 All insurers except fraternal benefit society $4,250.00 $4,675.00
11019 Fraternal benefit society 259.00 285.00
9098 Commissioners consent to reinsurance by fraternal fire insurer 331.00 364.00
7045 Application for approval to transform county mutual fire insurer to general mutual insurer 331.00 364.00
1215.2(e) Application for holding company tender offers 3,776.00 4,154.00
1215.4(d) Prior approval-material transaction of 1,889.00 2,078.00
1091 Filing fee for retiring insurer 1,200.00 1,320.00
4093 Mutual insurer merger approval 4,250.00
5.00 for each
signed and sealed
or certified copy
4,675.00 x
7042 Issuance of certificate approving transformation of County mutual fire insurer 207.00
6.00 for each
signed and sealed
or certified copy
228.00
Variable Life and Annuities
10506.1 Determination of qualification foreign insurer $568.00 $625.00
10506.1 Determination of qualification domestic insurer 568.00 plus admin. cost in excess of 568.00 625.00 plus admin. cost in excess of 625.00
10506.2(a) Changes to an application and qualifications 1,889.00 2,078.00
10506.2(b) Variable life review, examination and analysis of documents 485.00 534.00
10506.2(c) Variable life and annuities-transfer of assets 2,422.00 2,664.00
Non-Assessable Policies
4060 Certificate for domestic mutual $190.00 $209.00
7015.5 Certificate or amendment for county mutual fire company or amended application 118.00 130.00
1401.5(a) 378.00 416.00
Stock Permits
857(a) Original, supplemental or amended application for permit to issue securities $2,833.00 $ 3,116.00
857(b) Application for permit to issue securities for change in rights,preferences, privileges or restrictions 378.00 416.00
857(c) Application for permit to issue securities, evidencing share dividend or share split 944.00 1,038.00
857(d) Application for any other kind of permit 190.00 209.00
General Filing
1601 Appointment of agent for service of process $47.00 $52.00
12973.9 Motor club initial filings of service contracts (CIC 12250) 240.00 240.00

Title 10, Ch. 5, CCR Sec. 2202(a)(11)

12168 Amendments to motor club membership certificate, identification card, and service contract 32.00 35.00 [x]
1140.5 Proxy filing 92.00 101.00
12931 Service of processing upon commissioner 19.00 21.00
12640.2 Mortgage guarantee insurer (pool insurance filing) 755.00 831.00
1599 Trusteed assets certificate 19.00 21.00
1401.5(a) Application for order pursuant to sec. 1401.5(a) 378.00 416.00
1101(b)(3) Application for exemption under sec. 1101(b)(3)(i) 472.00 519.00
1113 Permit for multiple insurer operation 71.00 78.00
7042 Certificate approving merger of county mutual fire insurer 10.00 11.00
11620 Approval of amendment of California assigned risk plan 944.00 1,038.00
11715(c) Initial filing and semi-annual review-letter of credit 283.00 311.00
11715(c) Annual fee for letter of credit 190.00 209.00
11715(d) Filing of a deposit agreement 190.00 209.00
11715(d) Filing of an amended deposit agreement 190.00 209.00
11751.55 Fees for filing workers' compensation schedules, deposit and withdrawal of securities 944.00 1,038.00
12973 Fee for issuing certificates where fee is not otherwise specified 32.00 35.00
12973.5 Fees for application for license permit or certificate of authority and qualifying examination where no fee is specified 14.00 15.00
949 Certificate of deposit 47.00 52.00
10479.5 Certificate of valuation 30.00 plus cost 33.00 plus cost
12973 Certificate of compliance 14.00 15.00
12973 Certificate pursuant to retaliation 14.00 15.00
132(a)(4) Filing fee for registering as risk retention group 800.00 880.00
134(b) Filing fee for registering as purchasing group 360.00 396.00
1192.8(d) Approval of investment trust or partnership 5,000.00 5,500.00 [x]
1194.85 Approval of real estate investment by domestic insurer Actual expense not
to exceed $500.00 [x]
Actual expense not
to exceed $550.00 [x]
1211(e) Approval of investment in interest rate futures/options 1,000.00 1,100.00 [x]
1211.5(e) Approval of investment in stock index futures/options 5,000.00 5,500.00 [x]
742.39 MEWA financial information filing 281.00 309.00 [x]
1107.1 Application for approval to deliver consideration other than securities 250.00 275.00 [x]
4030 Domestic mutual insurer contract approval 100.00 110.00 [x]
10507.1 Investment return assurance approval 250.00 plus admin
cost in excess
of 250.00
275.00 plus admin
cost in excess
of 275.00
1104.9(a)(5) Qualified custodian approval fee 1,500.00 1,650.00 [x]
1104.9(d) Qualified custodial agreement approval fee 500.00 550.00 [x]
12640.10(d) Permission to transact other classes (mortgage guaranty insurance) 1,500.00 1,650.00 [x]
Securities Deposit and  Withdrawal
940.1 & 11715(d) Initial securities deposit $92.00 $101.00
940.1 & 11715(d) Securities withdrawal, substitution or any change 47.00 52.00
11693.5 Failure to file workers' compensation bond or deposit penalty 472.00 519.00
11693.5 Additional penalty after first month (per month) 568.00 625.00
1590 Certificate of deposit 47.00 52.00
1590 Fee for filing certificate 29.00 32.00 [x]

Miscellaneous

12970 Copying microfilm records, per page/frame $0.49 $0.54
12970.1 Postage or delivery charges actual  
12972 Attaching commissioners seal of office 1.00 1.00
1751.6 Computer listing of producers licensed in California    
  Life & Disability 1,280.00 1,408.00
  Fire & Casualty 1,123.00 1,235.00
  Partial Listing 562.00 plus .01 per name 618.00 plus .01 per name
12973.7 Computer listing of names/addresses of admitted companies 48.00 53.00
11509 Annual statement, hospital services corporation 0.11 for each individual or family unit covered by a hospital service contract 0.12 for each individual or family unit covered by a hospital service contract
12973.6 Dishonor of checks 10.00 10.00 [x]
12973.7 Fingerprint handling fee 5.00 5.00 [x]
12975 Fee liens not to exceed 750.00 not to exceed 825.00 [x]
12973.7 Documents, transcripts or other materials which may be furnished by the Commissioner where fee is not otherwise specified Actual expense Actual expense [x]
12921.2 Copies of public records Actual expense Actual expense [x]
Subpoena
Government
Code Section
Fee Category Current Fee New Fee
68093 Witness Fees (per day) $35.00 $35.00
  Mileage Fees (per mile both ways) 0.20 0.20
6257 Copies of Public Records 0.49 $0.54
Evidence Code Section Fee Category Current Fee New Fee
1563 Furnish Documents of Outside Photographer $15.00 $15.00
1563 Production of Documents (Other than above) 4.00 clerical cost per quarter hour 4.00 clerical cost per quarter hour
1563 Copy Records 0.10 per page plus above clerical costs 0.10 per page plus above clerical costs

Any fee set forth in the California Insurance Code but not listed in this Bulletin is nevertheless by this reference made subject to the provisions of this Bulletin, and accordingly is deemed to be increased 10 percent above the amount stated in the code, rounded to the nearest whole dollar


Notice regarding "Current Fee" and "New Fee"
:
In the above fee schedule, "Current Fee" means a fee that was in effect before 7-1-99 -- the date of this bulletin. "New Fee" means a fee in effect between 7-1-99 and 10-31-2002.  For fees in effect after 10-31-2002, see Bulletin 2002-7.

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