Balance Sheet
- $791 million in total assets
- $766 million in invested assets
- $638 million in total liabilities
- $595 million in total reserve for life policies and contracts, and accident and health
policies - $154 million in net surplus
Invested Assets
- 84% Bonds
- 10% Mortgages
- 2% 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 48% in Corporate Bond Securities and 11% in Municipal Bond Securities.