AnnuityAdvisors - Where advisors go for advice

Ratings

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

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $70,360,857
  • Total Liabilities: $65,445,112
  • Seperate Accounts: $14,592,891
  • Total Surplus and AVR: $5,219,328
  • As % of General Account Assets: 94.00 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $54,389,482
  • Bonds: 76.20 %
  • Stocks: 3.30 %
  • Mortgages: 14.90 %
  • Real Estate: 0.20 %
  • Policy Loans: 1.70 %
  • Cash & Short-Term: 0.70 %
  • Other Invested Assets: 3.10 %

Net Yield on Mean Invested Assets

  • 2019 (Industry Average 4.27): 4.43 %
  • 5 Year Average (Industry Average 4.07%): 5.13 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 1.10 %
  • Problem Mortgages: 0.00 %
  • Real Estate Acquired by Foreclosure: 0.10 %
  • Total Non-Performing Assets: 1.20 %
  • As a Percent of Invested Assets: 0.10 %

Bond Quality

  • Total Value of Bonds: $41,428,959
  • Class 1-2 (Highest Quality): 97.30 %
  • Class 3-5 (Lower Quality): 2.60 %
  • Class 6 (In or Near Default): 0.10 %
  • Weighted Bond Class: 1.4

Income & Earnings

  • Total Income: $26,592,165
  • Net Premiums Written: $23,428,672
  • Earnings Before Dividends and Taxes: ($69,628)
  • Net Operating Earnings: ($379,440)
All dollar amounts are in thousands