Captive Insurance

Managing a captive insurance program is a challenging task. Many companies use these programs as a vehicle for managing risk and reducing insurance expense while delivering quality insurance solutions to participants. Although the benefits are clearly established, the rules and regulations that govern how these plans operate and conduct financial reporting are complex and quite different from traditional financial reporting. Most believe they need to work with large international and national firms to manage their compliance needs. However, this is simply not true.

JLK Rosenberger has years of experience providing, tax, audit and consulting services to dozens of captives organized and domiciled internationally and domestically. Our team of insurance audit and tax professionals has significant experience identifying, addressing and managing the needs of captive insurances companies. Our focus extends beyond traditional services to ensure your plan is operating at peak efficiency. Beyond pure captives, we also work with risk retention groups, reciprocals and protected cells.

Captive Insurance Services

  • Audits of GAAP and SSAP basis financial statements
  • Tax compliance and planning
  • GAAP and SSAP basis tax provisions and disclosures
  • Startup and organizational consulting
  • Business plans and projected financial statements

Contact Us

If you’re seeking the resources of a national firm with the service experience of a local provider, then JLK Rosenberger is here to help! For additional information on our captive insurance company services, click here to contact us, or feel free to reach out to the highlighted professionals above. We look forward to hearing from you!


These are just a few of the partnerships that help strengthen the support we provide to our clients.