C
PURITAN LIFE INS CO OF AMERICA
Rating Date
March 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 (3.5 on a scale of 0 to 10). Good quality investment portfolio (5.3) despite mixed results such as: minimal exposure to mortgages and large holdings of BBB rated bonds but small junk bond holdings. Good Liquidity (6.2) 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). Strong capitalization (8.1) based on excellent risk adjusted capital (severe loss scenario).
Stability Factors: G - Fast asset or premium growth. 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 (86.9%), group life (5.3%), ind health (3.1%), group health (1.0%), group annuities (0.2%), other (3.5%)
Licensed in: All states except AK, DC, DE, ME, MA, NJ, NY, SC, VT, VA, 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
Verde Capital Partners LLC
Investment Rating
--
Company Address
701 Brazos Street Suite 720
Scottsdale, AZ 85253
Phone Number
(888) 474-9519
NAIC Number
71390
Largest Affiliates
B
Dallas, TX - P&C
C
Scottsdale, AZ - L&A
B
Dallas, TX - P&C