C
HERITAGE LIFE INS CO
Rating Date
March 2025
NAIC
Classification
Life & Annuity
Risk Adjusted
Capital Ratio #1
1.84
Risk Adjusted
Capital Ratio #2
1.09
Total
Assets
7.86B
Capital
962.20M
Net
Premiums
71.05M
Net
Income
17.25M
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Weiss Ratings HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Rating C
Capitalization Index 7.10
Investment Safety Index 3.60
Liquidity Index 6.40
Profitability Index 6.30
Reserve Adequacy Index --
Stability Index 4.50
Company Info HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Industry L&A
NAIC Number 64394
Phone Number (312) 977-0904
Website www.heritageli.com
Address 8601 N SCOTTSDALE RD STE 300 Scottsdale, AZ 85253
Balance Sheet HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Total Assets 7.86B
Capital and Reserves HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Risk-Adjusted Capital Ratio #1 1.84
Risk-Adjusted Capital Ratio #2 1.09
1-Year Reserve Development --
2-Year Reserve Development --
Capital 962.20M
Premium to Surplus --
Reserves to Surplus --
Investments HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Cash 0.38%
CMO & Structured Securities 15.74%
Common & Preferred Stock 4.59%
Invested Assets 6.88K
Investments in Affiliates 3.43%
Mortgages in Good Standing 0.00%
Non-Investment Grade Bonds 5.73%
Non-Performing Mortgages 0.00%
Other Investment Grade Bonds 57.73%
Other Investments 13.17%
Real Estate 0.00%
Operating Ratios HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Medical Loss Ratio --
Cash From Underwriting --
Combined Ratio --
Expense Ratio --
Loss Ratio --
Net Premium Growth --
Other Medical HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Bonus Pay --
Capitation Pay --
Contractual Pay --
Enrollment --
Fee For Service --
Medical Expense Per Member Per Month --
Network Physicians --
Other Pay --
Salary Pay --
Total Patient Encounters - Physician --
Total Patient Encounters-Non-Physician --
Profitability HERITAGE LIFE INS CO
Scottsdale, AZ 		Click to
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Net Income 17.25M
Net Premium 71.05M
Health Premium --