Balance Sheet
- $875 million in total assets
- $841 million in invested assets
- $682 million in total liabilities
- $638 million in total reserve for life policies and contracts, and accident and health
policies - $192 million in net surplus
Invested Assets
- 86% Bonds
- 9% Mortgages
- 2% Cash & Short Term Investments
- 2% Other
Bonds
95% 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 44% in Corporate Bond Securities and 8% in Municipal Bond Securities.