E
SERB NATIONAL FEDERATION
Rating Date
November 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: Poor capitalization (0.4 on a scale of 0 to 10) based on weak risk adjusted capital (severe loss scenario). Low quality investment portfolio (0.4) containing large holdings of BBB rated bonds in addition to junk bond exposure equal to 58% of capital. Weak profitability (1.8) with operating losses during 2024.
Other Rating Factors: Weak Liquidity (1.3). Weak overall results on stability tests (0.4) including weak risk adjusted capital in prior years and excessive premium growth.
Stability Factors: C - Past results on our Risk-Adjusted Capital tests. G - Fast asset or premium growth. I - Past results on our Investment Safety Index. L - Past results on our liquidity tests. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Ind annuities (96.6%), other (3.4%)
Licensed in: --
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
--
Investments in Affiliates
Corporate Info
Group Affiliation
None
Investment Rating
--
Company Address
--
Phone Number
(715) 409-6988
NAIC Number
56936
Largest Affiliates
No affiliate information available.