Major Rating Factors:
Fair overall results on stability tests (3.9 on a scale of 0 to 10). Good quality investment portfolio (5.1) despite significant exposure to mortgages . Mortgage default rate has been low. large holdings of BBB rated bonds in addition to small junk bond holdings. Strong capitalization (7.1) based on excellent risk adjusted capital (severe loss scenario). Moreover, capital levels have been consistently high over the last five years.
Other Rating Factors:
Excellent profitability (7.5) despite modest operating losses during 2021. Excellent Liquidity (7.1).
Stability Factors:
T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business:
Ind health (29.4%), group annuities (20.6%), group life (9.8%), ind annuities (7.3%), other (32.9%)
Licensed in:
All states except NY
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
Mutual Of Omaha Group
Investment Rating
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Company Address
MUTUAL OF OMAHA PLAZA
OMAHA, NE 68175
OMAHA, NE 68175
Phone Number
(402) 342-7600
NAIC Number
69868
Website
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Largest Affiliates