AnnuityAdvisors - Where advisors go for advice

Ratings

A.M. BestA Standard & Poor'sA+
Moody'sA2 FitchA+
WeissB Comdex
(Percentile in Rated Companies)
82

Forms

Brochures

Multi-Year

Fixed-Index

Traditional

Assets & Liabilities

  • Total Admitted Assets: $74,140,571
  • Total Liabilities: $71,418,005
  • Seperate Accounts: $31,857,701
  • Total Surplus and AVR: $3,422,821
  • As % of General Account Assets: 8.10 %

Invested Asset Distributed & Yield

  • Total Invested Assets: $41,548,875
  • Bonds: 79.90 %
  • Stocks: 0.30 %
  • Mortgages: 10.20 %
  • Real Estate: 0.10 %
  • Policy Loans: 1.70 %
  • Cash & Short-Term: 0.10 %
  • Other Invested Assets: 7.70 %

Net Yield on Mean Invested Assets

  • 2015 (Industry Average 4.04): 5.25 %
  • 5 Year Average (Industry Average 4.31%): 5.40 %

Non Performing Assets as % of Surplus & AVR

  • Bonds In or Near Default: 3.40 %
  • Problem Mortgages: 2.40 %
  • Real Estate Acquired by Foreclosure: 0.60 %
  • Total Non-Performing Assets: 6.30 %
  • As a Percent of Invested Assets: 0.50 %

Bond Quality

  • Total Value of Bonds: $33,290,183
  • Class 1-2 (Highest Quality): 94.30 %
  • Class 3-5 (Lower Quality): 5.40 %
  • Class 6 (In or Near Default): 0.30 %
  • Weighted Bond Class: 1.5

Income & Earnings

  • Total Income: $7,920,661
  • Net Premiums Written: $5,118,735
  • Earnings Before Dividends and Taxes: $1,007,993
  • Net Operating Earnings: $785,106
All dollar amounts are in thousands