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Schedules A, B, and BA

Schedules A, B and BA provide information about Real Estate (A), Mortgage Loans (B) and Other Long-Term Invested Assets (BA) owned, acquired and disposed of.

Schedule A-Real Estate

  • Description of Property
  • Location-City/State
  • Book and Market Value
  • Vendor
  • Actual Cost
  • Date Acquired

Schedule B-Mortgage Loans

  • Loan Type
  • Rate of Interest
  • Location-City/State
  • Value-Land/Building
  • Book Value
  • Year Acquired

Schedule BA-Long-Term Assets

  • Number of Units and Description
  • Location-City/State
  • Vendor
  • Year Acquired
  • Actual Cost
  • Book Value
  • Name of Purchaser
  • Profit/Loss on Sale