B
JEFFERSON NATIONAL LIFE INS CO
Rating Date
December 2023
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 (6.3 on a scale of 0 to 10) despite mixed results such as: minimal exposure to mortgages and large holdings of BBB rated bonds but small junk bond holdings. Fair overall results on stability tests (4.2) including fair risk adjusted capital in prior years. Strong capitalization (7.0) based on excellent risk adjusted capital (severe loss scenario).
Other Rating Factors: Excellent profitability (9.0) with operating gains in each of the last five years. Excellent Liquidity (10.0).
Stability Factors: A - Financial problems or weaknesses of a parent or affiliate company. 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 (99.9%)
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
Nationwide Mutual Group
Investment Rating
--
Company Address
350 NORTH ST PAUL STREET
DALLAS, TX 75201
Phone Number
(866) 667-0561
NAIC Number
64017
Largest Affiliates
B
COLUMBUS, OH - L&A
B
COLUMBUS, OH - P&C
C
C
COLUMBUS, OH - P&C
Weiss Ratings