Balance Sheet
- $924 million in total assets
- $872 million in invested assets
- $718 million in total liabilities
- $646 million in total reserve for life policies and contracts, and accident and health
policies - $206 million in net surplus
Invested Assets
- 84% Bonds
- 8% Mortgages
- 3% Cash & Short Term Investments
- 3% Other
Bonds
93% of the bonds we hold are designated “Highest Quality” (Class 1) or “High Quality” (Class 2) by the National Association of Insurance Commissioners (NAIC).
Diversification
The portfolio is well diversified across a variety of high quality sectors with 38% in Corporate Bond Securities and 5% in Municipal Bond Securities.