AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA+ Standard & Poor'sA+
Moody'sA2 FitchUnrated
WeissB- Comdex
(Percentile in Rated Companies)
92

Assets & Liabilities

  • Total Admitted Assets: $40,018,796
  • Total Liabilities: $37,150,682
  • Seperate Accounts: $6,616
  • Total Surplus and AVR: $3,307,266
  • As % of General Account Assets: 8.30 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $38,812,438
  • Bonds: 83.20 %
  • Stocks: 3.20 %
  • Mortgages: 3.50 %
  • Real Estate: 0.30 %
  • Policy Loans: 0.20 %
  • Cash & Short-Term: 3.80 %
  • Other Invested Assets: 5.70 %

Net Yield on Mean Invested Assets

  • 2019 (Industry Average 4.27): 4.85 %
  • 5 Year Average (Industry Average 4.07%): 5.23 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 0.40 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 0.00 %
  • Total Non-Performing Assets: 0.40 %
  • As a Percent of Invested Assets: 0.00 %

Bond Quality

  • Total Value of Bonds: $33,143,056
  • Class 1-2 (Highest Quality): 97.80 %
  • Class 3-5 (Lower Quality): 2.20 %
  • Class 6 (In or Near Default): 0.00 %
  • Weighted Bond Class: 1.4

Income & Earnings

  • Total Income: $7,132,582
  • Net Premiums Written: $4,704,442
  • Earnings Before Dividends and Taxes: $159,770
  • Net Operating Earnings: $29,301
All dollar amounts are in thousands