Major Rating Factors:
Good quality investment portfolio (5.1 on a scale of 0 to 10) despite large holdings of BBB rated bonds in addition to moderate junk bond exposure. Exposure to mortgages is significant, but the mortgage default rate has been low. Good overall profitability (6.8). Return on equity has been low, averaging 3.2%. Good Liquidity (5.0).
Other Rating Factors:
Good overall results on stability tests (6.0) excellent operational trends and excellent risk diversification. Strong capitalization (7.0) based on excellent risk adjusted capital (severe loss scenario).
Stability Factors:
I - Past results on our Investment Safety Index.
L - Past results on our liquidity tests.
Principal Lines of Business:
Group health (21.0%), group annuities (20.8%), ind annuities (10.9%), ind health (8.2%), group life (6.2%), other (33.0%)
Licensed in:
All states except 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
Mutual Of Omaha Group
Investment Rating
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Company Address
MUTUAL OF OMAHA PLAZA
OMAHA, NE 68175
OMAHA, NE 68175
Phone Number
(402) 342-7600
NAIC Number
69868
Website
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Largest Affiliates