B
JEFFERSON NATIONAL LIFE INS CO OF NY
Rating Date
July 2025
NAIC
Classification
Risk Adjusted
Capital Ratio #1
Risk Adjusted
Capital Ratio #2
Total
Assets
Capital
Net
Premiums
Net
Income
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Major Rating Factors: Fair overall results on stability tests (3.7 on a scale of 0 to 10) including fair risk adjusted capital in prior years. Fair capitalization (3.6) based on fair risk adjusted capital (severe loss scenario). Fair profitability (4.1). Excellent expense controls. Return on equity has been low, averaging 0.8%.
Other Rating Factors: High quality investment portfolio (9.1). Excellent Liquidity (10.0).
Stability Factors: A - Financial problems or weaknesses of a parent or affiliate company. C - Past results on our Risk-Adjusted Capital tests. G - Fast asset or premium growth. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Other (100%)
Licensed in: NY
Investments
Invested Assets
Cash
CMO & Structured Securities
Other Investment Grade Bonds
Non-Investment Grade Bonds
Common & Preferred Stock
Mortgages in Good Standing
Non-Performing Mortgages
Real Estate
Other Investments
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Investments in Affiliates
Corporate Info
Group Affiliation
Nationwide Mutual Group
Investment Rating
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Company Address
5 PENN PLAZA 19TH FLOOR
NEW YORK, NY 10004
Phone Number
(614) 249-1545
NAIC Number
15727
Largest Affiliates
B
COLUMBUS, OH - L&A
B
Columbus, OH - P&C
B