Calendar Year 2017 Agency Name Underwriter CLUP(s) Contact(s) Income Section Zone 1 Zone 2 ALL ZONES Income Category Item Count Revenue Item Count Revenue Revenue 1 Policy Charges 2 Endorsements 3 Special Charges Title Insurance 4 Gross Title Insurance Charges 5 Amount Remitted to Underwriter 6 Retained Title Insurance Charges 7 Closing and Escrow Income Non-Title 8 Section 1-F Related Income Insurance 9 Other Income Income 10 Total Non-Title Income Page 1 of 6
Expense Section 11 Third Party Production Costs Search & Exam Costs Paid To Independent Searchers 12 Purchase of Copies of Public Record General Expenses 13 Salaries 14 Employee Benefits 15 Payroll Taxes 16 Rent and Rent Items 17 Real Estate Expenses 18 Real Estate Taxes 19 Taxes, Licenses, and Fees 20 Advertising 21 Marketing and Promotional Expenses 22 Title Plant Maintenance and Rental 23 Travel 24 Printing and Office Supplies 25 Postage, Telephone and Freight 26 Equipment Depreciation and Rental (Non-EDP) 27 Cost or Depreciation of EDP Equipment and Software 28 Errors and Omissions Insurance 29 Other Insurance 30 Director's Fees 31 Boards and Associations 32 Legal and Auditing Page 2 of 6
Expense Section 33 Bad Debts 34 Interest 35 Other Totals 36 Total Expenses 37 Net Note: Employee Data 38 Number of Employees Page 3 of 6
Calendar Year 2017 Agency Name Underwriter CLUP(s) Contact(s) Part 2 - Provides additional detail for some of the expense categories 20 Advertising 20.01 Services of advertising agents 20.02 Public relations counsel 20.03 20.04 Space in newspapers, trade publications and other publications Circulars, pamphlets, calendars, etc issued for promotional purposes 20.05 Drawings, plates, etc. in connection with advertising 20.06 Charges for printing, paper, etc. in bills covering advertising 20.07 Media broadcasts (e.g., radio, television, etc.) 20.08 Prospect and mailing lists 20.09 Advertising in connection with corporate proceedings 20.10 Charges for compiling material content, printing, paper, mailing expenses, etc. in connection with the distribution of promotional material 20.11 Signs, frames, medals, etc. 20.12 Advertising - All Other 21 Marketing and Promotional Expenses 21.01 Dues and subscriptions to social or civic clubs or affairs Page 4 of 6
21.02 Dues and subscriptions to associations of customers 21.03 Pens, pads, calendars, etc. distributed to customers 21.04 Printed material issued or distributed for promotional purposes 21.05 Costs for providing training seminars 21.06 Event sponsorship 21.07 Costs of maintaining a website 21.08 Costs of telemarketers 21.09 Souvenirs and other promotional items for general distribution 21.10 Marketing and promotional expenses - All Other 23 Travel 23.01 Transportation, hotel, meals, etc. of employees while traveling 23.02 Expenses for transfer of employees 23.03 23.04 Mileage allowance to employees for use of personal cars Depreciation, repairs and other operating expenses of automobiles 23.05 Rent of automobiles 23.06 Fees for automobile registration 23.07 Cost of insurance on rented automobiles 23.08 Travel - All Other 35 Other 35.01 Deductibles Paid 35.02 Unreimbursed Title Loss-Related Legal Expenses 35.03 Bank Charges and Fees 35.04 Consulting Fees 35.05 Employee Education Expenses 35.06 Other - Miscellaneous or Other Page 5 of 6
Calendar Year 2017 Part 3 Provides additional information about the 'Other' expenses in each category in Part 2. 20.12 Advertising - All Other Amount 20.12 Advertising - All Other Amount 21.10 Marketing and promotional expenses - All Other Amount 21.10 Marketing and promotional expenses - All Other Amount 23.08 Travel - All Other Amount 23.08 Travel - All Other Amount 35.06 Other - Miscellaneous or Other Amount 35.06 Other - Miscellaneous or Other Amount Page 6 of 6