BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2160
                                                                  Page  1

          Date of Hearing:   May 2, 2012

                           ASSEMBLY COMMITTEE ON INSURANCE
                                 Jose Solorio, Chair
             AB 2160 (Blumenfield & Feuer) - As Amended:  April 30, 2012
           
          SUBJECT  :   Insurers' Financial Statements: Investments in Iran

           SUMMARY  :   Prohibits the use of investments in companies doing 
          business in the energy and military sectors of Iran to satisfy 
          an insurer's capital requirements.  Specifically,  this bill  :  

          1)Finds and declares that:

             a)   The Securities and Exchange Commission has determined 
               that business activities in foreign states sponsoring 
               terrorism, such as Iran, that are subject to sanctions by 
               the United States may materially harm the share value of 
               foreign companies. Shares in these foreign companies may be 
               held in the portfolio of insurance companies issuing 
               policies to California consumers. 

             b)   Publicly traded companies in the United States are 
               substantially restricted in doing business in or with 
               foreign states sponsoring terrorism, such as Iran. 

             c)   Insurers in this state may currently invest premiums 
               paid by   Californians in publicly traded foreign companies 
               that may be at risk due to business ties with foreign 
               states such as Iran that sponsor terrorism and are involved 
               in the proliferation of weapons of mass destruction. 

             d)   Investments in publicly traded foreign companies that 
               have business operations in or with foreign states such as 
               Iran are liable for sanctions under United States law and 
               increase the financial risk contained in the investment 
               portfolios of insurers doing business in this state. 

             e)   Identifying companies with business activities in 
               foreign states such as Iran that sponsor terrorism and 
               ensuring that those investments are financially sound is an 
               important public policy priority.

             f)   The federal government has imposed numerous sanctions on 
               Iran and on entities that have invested at least twenty 








                                                                  AB 2160
                                                                  Page  2

               million dollars ($20,000,000) in any year since 1996 to 
               develop petroleum or natural gas resources of Iran. 

             g)   Direct investments in Iran and investments in companies 
               doing business with the Iranian energy sector are subject 
               to financial risk as a result of Iran's pursuit of nuclear 
               weapons, sponsorship of international terrorism, and 
               consequent international isolation.
               
             h)   It is the Government of Iran, and not the people of 
               Iran, that is responsible for Iran's support of terrorism 
               and which commits egregious violations of human rights 
               under which its own citizens are required to live. 

          2)Defines "business operations" as maintaining, selling, or 
            leasing equipment, facilities, personnel, or any other 
            apparatus of business or commerce in Iran, including the 
            ownership or possession of real or personal property located 
            in Iran. 

          3)Defines "company" as a sole proprietorship, organization, 
            association, corporation, partnership, venture, or other 
            entity, its subsidiary or affiliate, including a company owned 
            or controlled, either directly or indirectly, by the 
            government of Iran, that is established or organized under the 
            laws of or has its principal place of business in the Islamic 
            Republic of Iran. 

          4)Defines "Government of Iran" as the government of Iran or its 
            instrumentalities or political subdivisions including an 
            individual, company, or public agency located in Iran that 
            provides material or financial support to the Islamic Republic 
            of Iran. 

          5)Defines "invest" or "investment" as the purchase, ownership, 
            or control of stock of a company, association, or corporation, 
            the capital stock of a mutual water company or corporation, 
            bonds issued by the government or a political subdivision of 
            Iran, corporate bonds or other debt instruments issued by a 
            company, or the commitment of funds or other assets to a 
            company, including a loan or extension of credit to that 
            company. 

          6)Defines "Iran" as the Islamic Republic of Iran or a territory 
            under the administration or control of Iran. 








                                                                  AB 2160
                                                                  Page  3


          7)Provides that any indirect investment of a domestic insurer in 
            any company that has business operations in Iran shall be 
            treated as a nonadmitted asset on financial statements filed 
            with the Insurance Commissioner (commissioner).

          8)Requires domestic insurers doing business in California to 
            determine if they have investments in companies that are doing 
            business with or are invested in (a) the Iranian military or 
            nuclear sectors, or (b) the development of Iranian energy 
            resources, and (c) are subject to sanctions by the federal 
            government.
           
          9)Permits domestic insurers to utilize the list published by the 
            Department of General Services (DGS) to determine whether it 
            has investments in Iran.

          10)Provides that use of the DGS list by a domestic insurer shall 
            be deemed automatic compliance by the Department of Insurance 
            (department).

          11)Requires domestic insurers to determine which companies in 
            their investment portfolios would be treated as nonadmitted 
            assets before June 30, 2013. 

          12)Requires domestic insurers to annually provide the department 
            a list of investments the insurer has in companies on the DGS 
            list and a detailed summary of the business operations these 
            companies have in Iran. 

          13)Provides that if an insurer sells or transfers all of its 
            investments in companies with business operations in Iran, the 
            insurer is not subject to the requirements in this bill.

          14)Specifies that the bill shall cease to be operative if both 
            of the following occur: 

             a)   Iran is removed from the State Department's list of 
               countries that provide support for acts of international 
               terrorism. 

             b)   The President determines and certifies to Congress that 
               Iran has ceased its efforts to design, develop, 
               manufacture, or acquire a nuclear explosive device or 
               related materials and technology. 








                                                                  AB 2160
                                                                  Page  4


           EXISTING LAW  :

          1)Prohibits a person that provides goods or services of $20 
            million or more in the energy sector of Iran, as identified in 
            the list created by DGS, or a financial institution that 
            extends $20 million or more in credit to such a person, from 
            bidding on or entering into a contract for goods or services 
            of $1 million or more with a public entity.

          2)Defines "person" as a natural person, corporation, company, 
            limited liability company, business association, partnership, 
            society trust, or any other nongovernmental entity, 
            organization or group, any governmental entity or 
            instrumentality of a government, including a multilateral 
            development institute, or any successor, parent entity, or 
            subsidiary of any of these entities.

          3)Requires DGS to develop, or contract to develop, a list of 
            persons it determines engage in investment activities in Iran 
            and update the list at least every 180 days.  DGS is required 
            to develop this list using credible information available to 
            the public.

          4)Provides that under specified circumstances a public entity 
            may permit a person engaged in investment activities in Iran 
            to be eligible to enter into a contract for goods and services 
            of $1 million or more.  These circumstances include that the 
            investments were made before July 1, 2010, or the investments 
            have not been expanded after July 1, 2010, or the awarding 
            body determines that it is in the best interest of the state 
            or local public entity to contract with the person.

          5)Prohibits domestic insurers from acquiring any investment 
            respecting a foreign jurisdiction, or any investment 
            denominated in the currency of that foreign jurisdiction, if 
            that jurisdiction is designated as a state sponsor of 
            terrorism by the US Secretary of State pursuant to federal 
            laws.

           FISCAL EFFECT  :   Unknown, but potentially significant litigation 
          costs.

           COMMENTS  :   









                                                                  AB 2160
                                                                  Page  5

           1)Purpose.   According to the author, although California law 
            prohibits California-based insurance companies from acquiring 
            direct investments in Iran and other countries that are 
            designated as state sponsors of terrorism by the United Sates 
            Secretary of State, it allows insurance companies to invest in 
            companies that help spur Iran's nuclear weapon capabilities. 
            In June 2009, the California's Insurance Commissioner 
            uncovered billions of dollars of such indirect investments. AB 
            2160 will explicitly allow the Commissioner to target these 
            investments by withholding credit for these investments on the 
            financial statements submitted by domestic insurers. 

            The serious and urgent nature of the threat from Iran demands 
            that states, together with the federal government, do 
            everything possible diplomatically, politically, and 
            economically to prevent Iran from acquiring a nuclear weapons 
            capability. It is the responsibility of the commissioner to 
            decide whether or not domestic insurance companies have 
            financially sound investments and have enough capital to cover 
            their claims. It is then the prerogative of California not to 
            engage in business with foreign companies or help facilitate 
            the efforts of the Government of Iran that place those 
            companies at risk from the impact of economic sanctions for 
            committing egregious violations of human rights, proliferating 
            nuclear weapons capabilities, and supporting terrorism.

           2)Sanctions.  The Comprehensive Iran Sanctions, Accountability, 
            and Divestment Act of 2010 (CISADA), built on prior federal 
            legislation imposing sanctions on Iran by adding new economic 
            penalties aimed at persuading Iran to change its conduct. 
            CISADA sanctions target a range of business activity including 
            businesses involved in the sale of refined petroleum products 
            to Iran, support for Iran's domestic refining efforts, 
            international banking institutions involved with Iran's 
            military, with Iran's nuclear program, and its support for 
            terrorism.  CISADA imposed restrictions on foreign financial 
            institutions doing business with key Iranian banks or the 
            Iranian military.  

           3)Divestment.   CISADA authorizes states and local governments to 
            prohibit investment of state or local government assets in, or 
            to divest the assets of the state or local government from, 
            any person that the state or local government determines 
            engages in investment activities in Iran of $20 million or 
            more in the energy sector of Iran or is a financial 








                                                                  AB 2160
                                                                  Page  6

            institution that extends $20 million or more in credit for 
            investment in the energy sector of Iran. 

          In response, the California Legislature enacted AB 1650 (Feuer), 
            Statutes of 2010, Chapter 573, to prohibit a person that 
            provides goods or services of $20 million or more in the 
            energy sector of Iran, as identified in the list created by 
            the DGS, or a financial institution that extends $20 million 
            or more in credit to such a person, from bidding on or 
            entering into a contract for goods or services of $1 million 
            or more with a public entity. The DGS reports that this state 
            list is expected to be completed in August of this year.

           4)Federal preemption  .  Federal law generally reserves the 
            conduct of foreign policy for the President and Congress.  A 
            series of decisions from the Supreme Court have clearly 
            established that actions by state and local governments that 
            infringe on the conduct of foreign policy by the federal 
            government are pre-empted by federal law.  In fact, Courts 
            have ruled that state action is pre-empted even when the 
            federal government has taken no action on a particular foreign 
            policy issue.  One notable case (American Insurance 
            Association, et al., v. John Garamendi, Insurance 
            Commissioner, 539 U.S. 396; 123 S. Ct. 2374) in this line of 
            decisions overturned California's Holocaust Victim Insurance 
            Relief Act (HVIRA).  HVIRA was enacted in California and 
            required insurance companies doing business in California to 
            disclose policies sold in Europe from 1920 to 1945.  The Court 
            ruled that HVIRA was pre-empted by federal law.  

            In February, the Ninth Circuit Court of Appeals overturned a 
            California statute that extended the statute of limitations 
            for, and allowed California courts to hear, cases regarding 
            insurance claims brought by victims of the Armenian Genocide 
            (Movsesian v. Victoria Versicherung AG, 670 F.3d 1067).  The 
            Court ruled, in a unanimous en-banc decision, that the statute 
            was pre-empted by federal law.  In its opinion, the court 
            described the fate of state actions related to foreign policy 
            concerns as follows, "Courts have consistently struck down 
            state laws which purport to regulate an area of traditional 
            state competence, but in fact, affect foreign affairs."  The 
            case law is not limited to these two California efforts that 
            seek to remedy problems involving foreign countries.  A number 
            of states have sought to enact well-reasoned efforts to 
            respond to the past or present activities of foreign 








                                                                  AB 2160
                                                                  Page  7

            governments.  These efforts have been consistently struck 
            down.  There is substantial similarity between this bill and 
            other state legislation that has been overturned by the 
            courts.  If this bill becomes law and subject to a legal 
            challenge, it is reasonable to expect it would be overturned 
            as well.

           5)Settlement.   The department recently settled litigation 
            regarding actions taken by the previous commissioner that, 
            among other things, would have (like this bill) treated 
            indirect investments in Iran's energy and military sectors as 
            non-admitted assets.  The settlement agreement resulted in the 
            department abandoning that policy.  The settlement allows the 
            department to continue publishing a list of companies that do 
            business with Iran's energy and military sectors, and 
            identifying those insurance companies with investments in 
            those companies, on the department's website.  The settlement 
            agreement also prohibits the department from using any 
            administrative action to pressure or punish insurance 
            companies with investments in listed companies, and favoring 
            any insurance company that divests from listed companies.  

            Given the history of litigation leading to this settlement, it 
            is reasonable to expect this bill, should it become law, would 
            be subject to a legal challenge as well.  The Department is 
            required by the State Constitution to defend state law against 
            a federal preemption challenge to the Court of Appeals.  The 
            cost of such a defense is expected to be several hundred 
            thousand dollars assuming the department is represented by the 
            Attorney General (AG).  However, since the AG represented the 
            Department in the litigation concluding in the recent 
            settlement, the AG may decide against representing the 
            Department in another lawsuit on the same subject.  Should the 
            Department have to retain private counsel for litigation 
            relating to this bill, the costs would be substantially 
            higher.  

            The committee may wish to consider whether more litigation on 
            this issue merits the time and financial resources required in 
            light of the many compelling issues before the department.  
            While the Government of Iran's conduct is abhorrent, resources 
            allocated to regulate insurance may not be the most 
            appropriate means to express that abhorrence.  

           REGISTERED SUPPORT / OPPOSITION  :   








                                                                  AB 2160
                                                                  Page  8


           Support 
           
          Jewish Public Affairs Committee

           Opposition 
           
          State Farm Insurance Companies
          American Council of Life Insurers
          American Insurance Association
          Association of California Life and Health Insurance Companies
          Pacific Association of Domestic Insurance Companies
          Personal Insurance Federation of California
          National Association of Mutual Insurance Companies
          Association of California Insurance Companies
           
          Analysis Prepared by  :    Paul Riches / INS. / (916) 319-2086