Goodwill and Intangible Assets

Goodwill

 

As a result of an acquisition in 2010, the Company has goodwill within the Belmont Core segment of $4.8 million at December 31, 2025 and 2024. The goodwill represents the excess purchase price over the Company’s best estimate of the fair value of the assets acquired. There were no changes in the carrying value of Belmont Core's goodwill during 2025 and 2024 and there were no accumulated impairment losses at December 31, 2025 and 2024. Impairment testing performed in 2025, 2024, and 2023 did not result in an impairment of goodwill within the Belmont Core segment.

Intangible assets

The following table presents details of the Company’s intangible assets as of December 31, 2025:

 

(Dollars in thousands)
Description

 

Weighted Average Amortization Period

 

Cost

 

 

Accumulated
Amortization

 

 

Impairment

 

 

Net Value

 

Trademarks

 

Indefinite

 

$

5,480

 

 

$

 

 

$

 

 

$

5,480

 

Tradenames

 

Indefinite

 

 

4,200

 

 

 

 

 

 

 

 

 

4,200

 

State insurance licenses

 

Indefinite

 

 

5,000

 

 

 

 

 

 

 

 

 

5,000

 

Customer relationships

 

15 years

 

 

5,330

 

 

 

5,302

 

 

 

 

 

 

28

 

Developed technology

 

5 years

 

 

2,290

 

 

 

153

 

 

 

 

 

 

2,137

 

 

 

 

 

$

22,300

 

 

$

5,455

 

 

$

 

 

$

16,845

 

 

In connection with the acquisition of Sayata, the Company acquired intangible assets of $3.0 million which are included in the table above. They consist of developed technology of $2.3 million, trademarks of $0.7 million, and customer relationships of less than $0.1 million. See Note 2 for additional information on the acquisition of Sayata.

 

The following table presents details of the Company’s intangible assets as of December 31, 2024:

 

(Dollars in thousands)
Description

 

Weighted Average Amortization Period

 

Cost

 

 

Accumulated
Amortization

 

 

Impairment

 

 

Net Value

 

Trademarks

 

Indefinite

 

$

4,800

 

 

$

 

 

$

 

 

$

4,800

 

Tradenames

 

Indefinite

 

 

4,200

 

 

 

 

 

 

 

 

 

4,200

 

State insurance licenses

 

Indefinite

 

 

5,000

 

 

 

 

 

 

 

 

 

5,000

 

Customer relationships

 

15 years

 

 

5,300

 

 

 

5,197

 

 

 

 

 

 

103

 

 

 

 

 

$

19,300

 

 

$

5,197

 

 

$

 

 

$

14,103

 

 

Amortization related to the Company’s definite lived intangible assets was $0.3 million, $0.4 million, and $0.4 million for the years ended December 31, 2025, 2024, and 2023, respectively. The weighted average amortization period for total definite lived intangible assets was 12.0 years and 15.0 years at December 31, 2025 and 2024, respectively.

The Company expects that amortization expense for the next five years will be as follows:

 

(Dollars in thousands)

 

 

 

2026

 

$

464

 

2027

 

 

464

 

2028

 

 

464

 

2029

 

 

464

 

2030

 

 

309

 

 

Intangible assets with indefinite lives

As of December 31, 2025 and 2024, indefinite lived intangible assets, which are comprised of tradenames, trademarks, and state insurance licenses, was $14.7 million and $14.0 million, respectively.

 

There was no impairment of intangible assets with indefinite lives in 2025, 2024, and 2023.

Intangible assets with definite lives

As of December 31, 2025 and 2024, definite lived intangible assets, net of accumulated amortization, were $2.2 million and $0.1 million, respectively, and were comprised of customer relationships.

There was no impairment of intangible assets with definite lives in 2025, 2024, and 2023.

Historical Timeline

Fiscal YearFiled
2025Mar 10, 2026Showing above
2024Mar 11, 2025
2023Mar 15, 2024
2022Mar 15, 2023
2021Mar 16, 2022
2020Mar 12, 2021
2019Mar 6, 2020
2018Mar 14, 2019
2017Mar 9, 2018
2016Mar 10, 2017
2015Mar 14, 2016

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.