AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA+ Standard & Poor'sAA
Moody'sA2 FitchUnrated
WeissB Comdex
(Percentile in Rated Companies)
91

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $120,593,636
  • Total Liabilities: $114,771,519
  • Seperate Accounts: $26,395,332
  • Total Surplus and AVR: $6,369,840
  • As % of General Account Assets: 6.80 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $92,602,610
  • Bonds: 84.00 %
  • Stocks: 1.50 %
  • Mortgages: 9.50 %
  • Real Estate: 0.10 %
  • Policy Loans: 0.20 %
  • Cash & Short-Term: 0.90 %
  • Other Invested Assets: 3.90 %

Net Yield on Mean Invested Assets

  • 2015 (Industry Average 4.04): 5.36 %
  • 5 Year Average (Industry Average 4.31%): 5.39 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 0.10 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 0.00 %
  • Total Non-Performing Assets: 0.10 %
  • As a Percent of Invested Assets: 0.00 %

Bond Quality

  • Total Value of Bonds: $78,666,058
  • Class 1-2 (Highest Quality): 97.30 %
  • Class 3-5 (Lower Quality): 2.70 %
  • Class 6 (In or Near Default): 0.00 %
  • Weighted Bond Class: 1.5

Income & Earnings

  • Total Income: $17,098,726
  • Net Premiums Written: $10,965,672
  • Earnings Before Dividends and Taxes: $2,723,957
  • Net Operating Earnings: $2,103,975
All dollar amounts are in thousands