10-KPeriod: FY2010

AMERICAN INTERNATIONAL GROUP, INC. Annual Report, Year Ended Dec 31, 2010

Filed February 24, 2011For Securities:AIG

Summary

AMERICAN INTERNATIONAL GROUP, INC. (AIG) filed its annual report on Form 10-K for the fiscal year ended December 31, 2010, on February 24, 2011. The filing highlights significant progress in AIG's recapitalization plan, including the repayment of its credit facility with the Federal Reserve Bank of New York and a substantial reduction in its debt. The company reported improved income from continuing operations before income taxes of $17.9 billion in 2010, a significant turnaround from a loss of $14.3 billion in 2009. This improvement was largely driven by substantial divestiture activity, including the successful initial public offering of AIA Group Limited and the sale of American Life Insurance Company (ALICO), which generated significant gains. AIG's core insurance operations, particularly its property and casualty segment (Chartis), continued to show mixed results. Chartis recorded a substantial reserve strengthening charge of $4.2 billion in the fourth quarter of 2010, primarily related to its asbestos, excess casualty, and workers' compensation lines, reflecting adverse development in prior accident years. However, the company is implementing strategies to address historical loss reserve experience and improve its business mix. The life insurance and retirement services segment (SunAmerica) saw an increase in operating income, driven by higher net investment income and a favorable unlocking of deferred policy acquisition costs.

Financial Statements
Beta
Revenue$72.83B
SG&A Expenses$10.16B
Operating Income$11.08B
Interest Expense$6.74B
Net Income$10.06B
Shares Outstanding (Basic)136.59M
Shares Outstanding (Diluted)136.65M

Key Highlights

  • 1Completed significant recapitalization milestones, including repaying the FRBNY Credit Facility and exchanging preferred stock for common stock, resulting in the U.S. Treasury becoming the majority shareholder (approximately 92%).
  • 2Reported a substantial improvement in income from continuing operations before income taxes to $17.9 billion in 2010, compared to a loss of $14.3 billion in 2009, largely due to significant divestiture gains.
  • 3Chartis (property and casualty operations) recorded a $4.2 billion reserve strengthening charge in Q4 2010, primarily related to asbestos, excess casualty, and workers' compensation lines, due to adverse development in prior accident years.
  • 4SunAmerica (life insurance and retirement services) saw an increase in operating income driven by higher net investment income and favorable impacts from deferred policy acquisition costs.
  • 5Continued to execute its asset disposition plan, completing the sales of AIA Group Limited (IPO), ALICO, and American General Finance Inc. (AGF), among others.
  • 6International Lease Finance Corporation (ILFC) raised $9.8 billion in debt financings during 2010 and secured a $2.0 billion revolving credit facility in January 2011.
  • 7The company has a 2011 outlook focused on strengthening businesses, executing primary offerings of common stock, maximizing value for repayment of preferred interests, and restructuring operations for a smaller size.

Frequently Asked Questions

AIG showed significant improvement in 2010, reporting income from continuing operations before income taxes of $17.9 billion, a substantial turnaround from a $14.3 billion loss in 2009. This was primarily driven by gains from divestitures, notably the IPO of AIA and the sale of ALICO, as well as improved net investment income.

A significant challenge was the $4.2 billion reserve strengthening charge recorded in Chartis (property and casualty) due to adverse development in prior accident years, particularly in asbestos, excess casualty, and workers' compensation lines. Additionally, the Financial Services segment, particularly ILFC, recorded substantial impairment charges on aircraft.

AIG completed its recapitalization, including repaying its credit facility with the FRBNY and exchanging preferred stock for common stock, which significantly reduced its debt. The company concluded that it has sufficient liquidity to meet its future requirements, including reasonably foreseeable contingencies or events, following these transactions and its asset disposition plan.

AIG's main segments are Chartis (property and casualty), SunAmerica (life insurance and retirement services), and Financial Services (aircraft leasing and capital markets wind-down). Chartis faced challenges with reserve strengthening but aims to improve its business mix. SunAmerica showed improved operating income due to better investment performance. The Financial Services segment reported a pre-tax loss, largely due to aircraft impairments at ILFC and the ongoing wind-down of Capital Markets.