C
FIRST SECURITY BENEFIT LIFE & ANN
AlbanyNY
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 quality investment portfolio (3.5 on a scale of 0 to 10) with large holdings of BBB rated bonds in addition to moderate junk bond exposure. Fair overall results on stability tests (3.4) including negative cash flow from operations for 2023. Weak profitability (2.0) with investment income below regulatory standards in relation to interest assumptions of reserves.
Other Rating Factors: Strong capitalization (7.2) based on excellent risk adjusted capital (severe loss scenario). Excellent Liquidity (9.6).
Stability Factors: F - Negative cash flow. G - Fast asset or premium growth. I - Past results on our Investment Safety Index. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Other (100%)
Licensed in: KS, 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
Investments in Affiliates
Corporate Info
Group Affiliation
NZC Capital LLC
Investment Rating
--
Company Address
350 Park Avenue 14th Floor
Albany, NY 12207
Phone Number
(800) 355-4570
NAIC Number
60084
Largest Affiliates