C
MERIT 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: Weak profitability (0.9 on a scale of 0 to 10) with operating losses during 2022. Weak overall results on stability tests (2.9) including negative cash flow from operations for 2022. Good quality investment portfolio (6.2) despite mixed results such as: no exposure to mortgages and large holdings of BBB rated bonds but small junk bond holdings.
Other Rating Factors: Good Liquidity (6.5). Strong overall capitalization (10.0) based on mixed results -- excessive policy leverage mitigated by excellent risk adjusted capital (severe loss scenario).
Stability Factors: F - Negative cash flow. I - Past results on our Investment Safety Index. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: --
Licensed in: All states except AK, MA, NH, NY, VT, 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
Fortress Investment Group LLC
Investment Rating
OMF
Company Address
601 NW 2ND ST
OKLAHOMA CITY, OK 73102
Phone Number
(800) 325-2147
NAIC Number
65951
Largest Affiliates
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WEST DES MOINES, IA - L&A
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WILMINGTON, DE - L&A
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DES MOINES, IA - L&A
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