B
BENEFICIAL LIFE INS CO
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: Good overall profitability (5.6 on a scale of 0 to 10) although investment income, in comparison to reserve requirements, is below regulatory standards. Good Liquidity (6.0) with sufficient resources to handle a spike in claims as well as a significant increase in policy surrenders. Good overall results on stability tests (5.2) despite negative cash flow from operations for 2022 good operational trends and excellent risk diversification.
Other Rating Factors: Strong capitalization (8.5) based on excellent risk adjusted capital (severe loss scenario). High quality investment portfolio (7.1).
Stability Factors: F - Negative cash flow. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Other (100%)
Licensed in: All states except NY, PR
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
DMC Reserve Trust
Investment Rating
--
Company Address
55 North 300 West Suite 375
Salt Lake City, UT 84101
Phone Number
(801) 933-1100
NAIC Number
61395
Largest Affiliates
U
SALT LAKE CITY, UT - L&A