# RMI 636: Insurer Financial Statement Analysis and Captive Insurance | UW–Madison [View on UW Courses](https://uwcourses.com/courses/RMI_636) ## Dataset ### revision e243353dcb7d79b7247ced91d69443ef4c2a6349 ### repository twangodev/uwcourses ### schema version 6 ### importer version 7 ### projection id 52a78527ff09011d88cb04c7d43867d9fbfec2930bf1dd2ec359ebd2844e0b07 ### observed at 2026-09-07T15:55:43.033547+00:00 ### built at 2026-09-10T19:50:42.743001+00:00 ### courses 8951 ### current instructors 5754 ### limited false ### terms * 1272 * 1264 * 1262 * 1254 * 1252 * 1244 * 1242 * 1234 * 1232 * 1224 * 1222 * 1212 * 1204 * 1202 * 1194 * 1192 * 1184 * 1182 * 1174 * 1172 * 1164 * 1162 * 1154 * 1152 * 1144 * 1142 * 1134 * 1132 * 1124 * 1122 * 1114 * 1112 * 1104 * 1102 * 1094 * 1092 * 1084 * 1082 * 1074 * 1072 ### term 1272 ### departments | subject | count | | --------- | ----- | | AAE | 90 | | ABT | 20 | | ACCTIS | 36 | | ACTSCI | 14 | | AFAERO | 10 | | AFRICAN | 87 | | AFROAMER | 71 | | AGROECOL | 21 | | AMERIND | 53 | | ANAT\&PHY | 7 | | ANATOMY | 2 | | ANESTHES | 8 | | ANSCI | 57 | | ANTHRO | 95 | | ART | 125 | | ARTED | 10 | | ARTHIST | 121 | | ASIALANG | 129 | | ASIAN | 109 | | ASIANAM | 28 | | ASTRON | 38 | | ATMOCN | 69 | | BIOCHEM | 51 | | BIOCORE | 10 | | BIOLOGY | 14 | | BIOMDSCI | 18 | | BME | 66 | | BMI | 41 | | BMOLCHEM | 10 | | BOTANY | 69 | | BSE | 44 | | C\&ESOC | 73 | | CBE | 48 | | CHEM | 101 | | CHICLA | 52 | | CIVENGR | 133 | | CLASSICS | 47 | | CNP | 10 | | CNSRSCI | 50 | | COMARTS | 137 | | COMPBIO | 15 | | COMPLIT | 11 | | COMPSCI | 138 | | COUNPSY | 78 | | CRB | 19 | | CS\&D | 71 | | CSCS | 40 | | CURRIC | 193 | | DANCE | 93 | | DERM | 8 | | DS | 88 | | DYSCI | 35 | | ECE | 155 | | ECON | 145 | | EDPOL | 114 | | EDPSYCH | 97 | | ELPA | 70 | | EMA | 53 | | EMERMED | 17 | | ENGL | 206 | | ENTOM | 40 | | ENVIRST | 148 | | EP | 15 | | EPD | 67 | | ESL | 16 | | F\&WECOL | 60 | | FAMMED | 22 | | FINANCE | 50 | | FOLKLORE | 40 | | FOODSCI | 43 | | FRENCH | 63 | | GEN\&WS | 145 | | GENBUS | 72 | | GENECSLR | 17 | | GENETICS | 60 | | GEOG | 113 | | GEOSCI | 83 | | GERMAN | 82 | | GLE | 48 | | GNS | 38 | | GREEK | 27 | | HDFS | 41 | | HEBR-BIB | 13 | | HEBR-MOD | 10 | | HISTORY | 233 | | HISTSCI | 56 | | HONCOL | 13 | | ILS | 43 | | INFOSYS | 9 | | INTEGART | 7 | | INTEGSCI | 22 | | INTER-AG | 18 | | INTER-HE | 11 | | INTER-LS | 22 | | INTEREGR | 16 | | INTLBUS | 21 | | INTLST | 50 | | ISYE | 83 | | ITALIAN | 53 | | JEWISH | 56 | | JOURN | 88 | | KINES | 128 | | LACIS | 26 | | LANDARC | 61 | | LATIN | 24 | | LAW | 120 | | LEGALST | 48 | | LINGUIS | 35 | | LIS | 89 | | LITTRANS | 78 | | LSC | 52 | | M\&ENVTOX | 7 | | MARKETNG | 62 | | MATH | 153 | | MDGENET | 8 | | ME | 130 | | MEDHIST | 43 | | MEDICINE | 60 | | MEDIEVAL | 32 | | MEDPHYS | 39 | | MEDSC-M | 29 | | MEDSC-V | 41 | | MHR | 68 | | MICROBIO | 45 | | MILSCI | 16 | | MM\&I | 22 | | MOLBIOL | 6 | | MS\&E | 59 | | MUSIC | 165 | | MUSPERF | 126 | | NAVSCI | 20 | | NE | 44 | | NEURODPT | 11 | | NEUROL | 7 | | NEURSURG | 4 | | NTP | 11 | | NURSING | 111 | | NUTRSCI | 65 | | OBS\&GYN | 18 | | OCCTHER | 39 | | ONCOLOGY | 14 | | OPHTHALM | 5 | | OTM | 43 | | PATH | 34 | | PATH-BIO | 29 | | PEDIAT | 26 | | PHARMACY | 31 | | PHILOS | 77 | | PHMCOL-M | 11 | | PHMPRAC | 45 | | PHMSCI | 60 | | PHYASST | 37 | | PHYSICS | 88 | | PHYSIOL | 3 | | PHYTHER | 37 | | PLANTSCI | 52 | | PLPATH | 35 | | POLISCI | 192 | | POPHLTH | 58 | | PORTUG | 33 | | PSYCH | 101 | | PSYCHIAT | 22 | | PUBAFFR | 54 | | PUBLHLTH | 23 | | RADIOL | 11 | | REALEST | 41 | | RELIGST | 90 | | RHABMED | 9 | | RMI | 24 | | RP\&SE | 102 | | S\&APHM | 17 | | SCANDST | 73 | | SLAVIC | 89 | | SOC | 149 | | SOCWORK | 87 | | SOILSCI | 46 | | SPANISH | 83 | | SRMED | 21 | | STAT | 94 | | STDYABRD | 52 | | STS | 8 | | SURGERY | 25 | | SURGSCI | 33 | | THEATRE | 91 | | URBRPL | 60 | | UROLOGY | 5 | | ZOOLOGY | 89 | ## course ### run id 20260907T155543-ce3781c4 ### semester 1272 ### observed at 2026-09-07 15:55:43.033547+00:00 ### record version id 17af8b8184f5cc207d0188e36e4c1a569842ed2cc0a9b9a289a6dac279575f08 ### course id RMI 636 ### course uid course\_b5bf284790cfc5dbd1418562 ### catalog version id 525fa6f6db9fb619a23b13de5dedd018425a5945b48a0d2ea2b8611eaf4779f3 ### course number 636 ### subjects * RMI ### title INSURER FINANCIAL STATEMENT ANALYSIS AND CAPTIVE INSURANCE ### description Comprehensive overview of insurer financial statement analysis and captive insurance. Examine the construction of insurer financial statements, including premiums, expenses, and losses. Financial statement analysis focusing on the statutory statement with differences from GAAP highlighted. Assess captive insurance, covering its structures, feasibility studies, and financial performance measurement. ### requirements text (R M I 300or700) or declared in undergraduate Business Exchange Program. Not open to students with credit forR M I 635. ### credit offering ids None recorded. ### llm job id enrich-8b774950c2b6adfdc46d1b82 ### llm output id 468f9a00da337d2141efbd1983663fe66563f52a72fcd9576cf0ecfd902c5b31 ### llm model nvidia/Qwen3.6-35B-A3B-NVFP4 ### llm model revision 1355db6a052410cfd62085d94b58866fd0f2c3c5 ### llm task version 14 ### llm search status valid ### llm summary Overview of insurer financial statement analysis and captive insurance structures. ### llm topics * Insurer financial statement components: premiums, expenses, losses. * Statutory accounting principles and GAAP differences. * Captive insurance structures, feasibility, and performance measurement. ### llm skills * Construction and examination of insurer financial statements. * Statutory financial statement analysis and GAAP comparison. * Assessment of captive insurance structures and feasibility. ### llm assumed background * Foundational risk management principles and insurance markets. ### llm search phrases * insurer financial statement analysis * captive insurance feasibility * statutory vs GAAP insurance accounting * RMI 636 course overview ### llm requirements status valid ### llm student summary status valid ### llm experience status insufficient\_evidence ### catalog variants None recorded. ### student summary #### context hash 24167ec453596d3790ab77790a796efcdf4a2849fdb5485a52709f86a637e628 #### course id RMI 636 #### current instructors None recorded. #### difficulty workload None recorded. #### errors None recorded. #### historical context None recorded. #### message No course-specific reviews available #### offered false #### profile hash 5cb4dabf887cdbcd8c00d5a1312e10828b95c63f30bc3ea76aea199565390d02 #### quick take Recent recorded grades — Spring 2024: 3.36 GPA, 57.1% A/AB (n=7 letter grades); Spring 2025: 3.64 GPA, 85.7% A/AB (n=7 letter grades). ```json { "citations": [ { "course_id": "RMI 636", "run_id": "20260907T155543-ce3781c4", "source_record": { "entity_id": "c078cfc6-cc0c-3f1b-a199-fa883d5d10a9", "file": "tables/observations.parquet", "kind": "grades", "source": "madgrades" }, "table": "grades_latest", "term_id": "1244", "type": "grade" }, { "course_id": "RMI 636", "run_id": "20260907T155543-ce3781c4", "source_record": { "entity_id": "c078cfc6-cc0c-3f1b-a199-fa883d5d10a9", "file": "tables/observations.parquet", "kind": "grades", "source": "madgrades" }, "table": "grades_latest", "term_id": "1254", "type": "grade" } ] } ``` #### student experience None recorded. #### task hash 74fb0997943e888960bbc9e47db8c4fd12e4292d55c20509d8d89db6a9910f68 #### teaching history None recorded. #### term id 1272 #### term name 2026 Fall #### version 2 ### requirements #### nodes ```json [ { "children": [ "n1", "n2" ], "condition": null, "course": null, "evidence": "(R M I 300or700) or declared in undergraduate Business Exchange Program. Not open to students with credit forR M I 635.", "id": "n0", "kind": "all" }, { "children": [ "n3", "n4", "n5" ], "condition": null, "course": null, "evidence": "(R M I 300or700) or declared in undergraduate Business Exchange Program", "id": "n1", "kind": "any" }, { "children": [], "condition": null, "course": { "course_number": 300, "minimum_grade": null, "subjects": [ "RMI" ], "timing": "prior" }, "evidence": "R M I 300or700", "id": "n3", "kind": "course" }, { "children": [], "condition": null, "course": { "course_number": 700, "minimum_grade": null, "subjects": [ "RMI" ], "timing": "prior" }, "evidence": "R M I 300or700", "id": "n4", "kind": "course" }, { "children": [], "condition": "declared in undergraduate Business Exchange Program", "course": null, "evidence": "declared in undergraduate Business Exchange Program", "id": "n5", "kind": "condition" }, { "children": [ "n6" ], "condition": null, "course": null, "evidence": "Not open to students with credit forR M I 635.", "id": "n2", "kind": "not" }, { "children": [], "condition": "credit forR M I 635", "course": null, "evidence": "credit forR M I 635", "id": "n6", "kind": "condition" } ] ``` #### notes None recorded. #### root n0 #### status parsed ### instructors None recorded. ### offerings None recorded. ### sections None recorded. ### grade instructors ```json [ { "instructor_uid": "instructor_24605d95bcefa2b78d02dd30", "source": "madgrades", "source_instructor_id": "559083", "identity_basis": "source_id", "identity_status": "source_identified", "name": "DAN KELLY", "email": null, "first_observed_at": "2026-09-06 23:14:58.172943+00:00", "last_observed_at": "2026-09-07 15:55:43.033547+00:00", "grade_statistics": { "gpa": 3.373, "graded": 256, "counts": [ 72, 89, 73, 10, 9, 2, 1 ], "sections": 12 }, "instructor_url": "/instructors/DAN_KELLY--instructor_24605d95bcefa2b78d02dd30" }, { "instructor_uid": "instructor_4a0f8ba6207208632b721a37", "source": "madgrades", "source_instructor_id": "779922", "identity_basis": "source_id", "identity_status": "source_identified", "name": "JAMES SWANKE", "email": null, "first_observed_at": "2026-09-06 23:14:58.172943+00:00", "last_observed_at": "2026-09-07 15:55:43.033547+00:00", "ratings": { "review_count": 3, "quality": 4, "difficulty": 1.67, "quality_count": 3, "difficulty_count": 3, "profile_id": "rmp:2894767", "source_url": "https://www.ratemyprofessors.com/professor/2894767", "match_basis": "exact_name", "observed_at": "2026-09-07 16:34:30.503665+00:00", "courses": { "course_52f2f8e572c3e3e45dc84c05": { "review_count": 2, "quality": 3.5, "difficulty": 1.5, "quality_count": 2, "difficulty_count": 2 }, "course_1482d7f1be139a18aa704583": { "review_count": 1, "quality": 5, "difficulty": 2, "quality_count": 1, "difficulty_count": 1 } }, "bayesian_quality": 3.7040745943883437, "prior_mean": 3.6596857835465957, "prior_weight": 20 }, "grade_statistics": { "gpa": 3.61, "graded": 658, "counts": [ 274, 271, 103, 8, 1, 0, 1 ], "sections": 35 }, "instructor_url": "/instructors/JAMES_SWANKE--instructor_4a0f8ba6207208632b721a37" } ] ``` ### grades ```json [ { "run_id": "20260907T155543-ce3781c4", "semester": "1272", "observed_at": "2026-09-07 15:55:43.033547+00:00", "course_id": "RMI 636", "course_uid": "course_b5bf284790cfc5dbd1418562", "term_id": "1232", "term_name": "Fall 2022", "instructors": [ "Dan Kelly" ], "a": 0, "ab": 0, "b": 0, "bc": 0, "c": 0, "d": 0, "f": 0, "satisfactory": 0, "unsatisfactory": 0, "credit": 0, "no_credit": 0, "passed": 0, "incomplete": 0, "no_work": 0, "not_reported": 0, "other": 0, "total": 0, "source_aliases": [ "RMI 636" ] }, { "run_id": "20260907T155543-ce3781c4", "semester": "1272", "observed_at": "2026-09-07 15:55:43.033547+00:00", "course_id": "RMI 636", "course_uid": "course_b5bf284790cfc5dbd1418562", "term_id": "1244", "term_name": "Spring 2024", "instructors": [ "Dan Kelly" ], "a": 2, "ab": 2, "b": 2, "bc": 1, "c": 0, "d": 0, "f": 0, "satisfactory": 0, "unsatisfactory": 0, "credit": 0, "no_credit": 0, "passed": 0, "incomplete": 0, "no_work": 0, "not_reported": 0, "other": 0, "total": 7, "source_aliases": [ "RMI 636" ] }, { "run_id": "20260907T155543-ce3781c4", "semester": "1272", "observed_at": "2026-09-07 15:55:43.033547+00:00", "course_id": "RMI 636", "course_uid": "course_b5bf284790cfc5dbd1418562", "term_id": "1254", "term_name": "Spring 2025", "instructors": [ "Dan Kelly", "James Swanke" ], "a": 3, "ab": 3, "b": 1, "bc": 0, "c": 0, "d": 0, "f": 0, "satisfactory": 0, "unsatisfactory": 0, "credit": 0, "no_credit": 0, "passed": 0, "incomplete": 0, "no_work": 0, "not_reported": 0, "other": 0, "total": 7, "source_aliases": [ "RMI 636" ] } ] ``` ### statistics #### gpa 3.5 #### graded 14 #### counts * 5 * 5 * 3 * 1 * 0 * 0 * 0 ### grade conflicts None recorded. ### evidence #### history * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/history/course\_b5bf284790cfc5dbd1418562-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/history/course_b5bf284790cfc5dbd1418562-0.json) #### traces * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/traces/course\_b5bf284790cfc5dbd1418562-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/traces/course_b5bf284790cfc5dbd1418562-0.json) #### results * [/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/results/course\_b5bf284790cfc5dbd1418562-0.json](https://uwcourses.com/data/e243353dcb7d79b7247ced91d69443ef4c2a6349/results/course_b5bf284790cfc5dbd1418562-0.json) ### revision e243353dcb7d79b7247ced91d69443ef4c2a6349 ## context ### all #### term #### gpa 3.5 #### count 14 #### departments | subject | comparison | | ------- | ---------- | | RMI | | ### terms #### 1244 ##### term 1244 ##### gpa 3.357142857142857 ##### count 7 ##### departments | subject | comparison | | ------- | ---------- | | RMI | | #### 1254 ##### term 1254 ##### gpa 3.642857142857143 ##### count 7 ##### departments | subject | comparison | | ------- | ---------- | | RMI | | ### benchmarks #### all ##### school ###### size 2557 ###### gpa 3.6536405806865915 ###### top Share 81.72463611243472 ###### count 80 #### terms ##### 1232 ###### school ###### size 1216 ###### gpa 3.575457431972425 ###### top Share 77.33712216234007 ###### count 66 ##### 1244 ###### school ###### size 1241 ###### gpa 3.5975573126929192 ###### top Share 78.29036874847135 ###### count 65 ##### 1254 ###### school ###### size 1289 ###### gpa 3.6126423469389106 ###### top Share 79.48050408754871 ###### count 66 ## instructor Trends ```json [ { "uid": "instructor_24605d95bcefa2b78d02dd30", "name": "DAN KELLY", "count": 14, "terms": [ { "term": "1244", "count": 7, "sections": 1, "gpa": 3.357142857142857 }, { "term": "1254", "count": 7, "sections": 1, "gpa": 3.642857142857143 } ] }, { "uid": "instructor_4a0f8ba6207208632b721a37", "name": "JAMES SWANKE", "count": 7, "terms": [ { "term": "1254", "count": 7, "sections": 1, "gpa": 3.642857142857143 } ] } ] ``` ## following None recorded.