C
PURITAN LIFE INS CO OF AMERICA
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: Fair profitability (4.2 on a scale of 0 to 10) with operating losses during 2024. Return on equity has been low, averaging 2.1%. Fair overall results on stability tests (3.8) including excessive premium growth. Good quality investment portfolio (6.4) despite mixed results such as: minimal exposure to mortgages and large holdings of BBB rated bonds but minimal holdings in junk bonds.
Other Rating Factors: Strong capitalization (9.6) based on excellent risk adjusted capital (severe loss scenario). Excellent Liquidity (7.7).
Stability Factors: G - Fast asset or premium growth. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Ind annuities (94.6%), group life (2.4%), ind health (1.6%), other (1.4%)
Licensed in: All states except AK, DC, DE, ME, MA, NJ, NY, SC, VT, VA, 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
Verde Capital Partners LLC
Investment Rating
--
Company Address
701 Brazos Street Suite 720
Scottsdale, AZ 85251
Phone Number
(888) 474-9519
NAIC Number
71390
Largest Affiliates
A
Dallas, TX - P&C
U
Scottsdale, AZ - L&A
B
Dallas, TX - P&C