B
UNIVERSAL LIFE INS CO
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: Good quality investment portfolio (5.0 on a scale of 0 to 10) despite mixed results such as: substantial holdings of BBB bonds but junk bond exposure equal to 100% of capital. Fair overall results on stability tests (4.4). Strong capitalization (7.2) based on excellent risk adjusted capital (severe loss scenario).
Other Rating Factors: Excellent profitability (7.7) with operating gains in each of the last five years. Excellent Liquidity (8.1).
Stability Factors: I - Past results on our Investment Safety Index. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Ind annuities (87.8%), group life (5.7%), ind health (4.7%), group annuities (1.2%), other (0.6%)
Licensed in: 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
Universal Ins Co Group
Investment Rating
--
Company Address
Calle Bolivia #33 6to Piso
Guaynabo, PR 00969
Phone Number
(787) 706-7337
NAIC Number
60041
Largest Affiliates
A
Guaynabo, PR - P&C
A
Guaynabo, PR - P&C