AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA+ Standard & Poor'sAA-
Moody'sA1 FitchUnrated
WeissB Comdex
(Percentile in Rated Companies)
91

Assets & Liabilities

  • Total Admitted Assets: $267,230,225
  • Total Liabilities: $259,075,697
  • Seperate Accounts: $152,443,999
  • Total Surplus and AVR: $9,469,455
  • As % of General Account Assets: 8.20 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $107,257,690
  • Bonds: 74.70 %
  • Stocks: 4.70 %
  • Mortgages: 12.30 %
  • Real Estate: 0.10 %
  • Policy Loans: 1.80 %
  • Cash & Short-Term: 1.90 %
  • Other Invested Assets: 4.60 %

Net Yield on Mean Invested Assets

  • 2019 (Industry Average 4.27): 4.51 %
  • 5 Year Average (Industry Average 4.07%): 4.67 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 0.20 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 0.00 %
  • Total Non-Performing Assets: 0.20 %
  • As a Percent of Invested Assets: 0.00 %

Bond Quality

  • Total Value of Bonds: $81,282,524
  • Class 1-2 (Highest Quality): 97.00 %
  • Class 3-5 (Lower Quality): 3.00 %
  • Class 6 (In or Near Default): 0.00 %
  • Weighted Bond Class: 1.5

Income & Earnings

  • Total Income: $32,639,370
  • Net Premiums Written: $25,549,176
  • Earnings Before Dividends and Taxes: $487,324
  • Net Operating Earnings: $414,888
All dollar amounts are in thousands