C
SHELTER LIFE INS CO
Rating Date
September 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 overall results on stability tests (4.4 on a scale of 0 to 10). Good quality investment portfolio (6.6) despite mixed results such as: minimal exposure to mortgages and substantial holdings of BBB bonds but minimal holdings in junk bonds. Good Liquidity (6.5) with sufficient resources to handle a spike in claims as well as a significant increase in policy surrenders.
Other Rating Factors: Weak profitability (2.0) with investment income below regulatory standards in relation to interest assumptions of reserves. Strong capitalization (9.3) based on excellent risk adjusted capital (severe loss scenario).
Stability Factors: T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Other (100%)
Licensed in: AR, CO, IL, IN, IA, KS, KY, LA, MS, MO, NE, NV, OH, OK, TN
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
Shelter Ins Companies
Investment Rating
--
Company Address
1817 WEST BROADWAY
COLUMBIA, MO 65218
Phone Number
(573) 445-8441
NAIC Number
65757
Largest Affiliates
B
Columbia, MO - P&C
A
Columbia, MO - P&C
B
Columbia, MO - P&C
B
Columbia, TN - P&C
B
Columbia, MO - P&C