Major Rating Factors:
Good quality investment portfolio (5.3 on a scale of 0 to 10) despite mixed results such as: minimal exposure to mortgages and large holdings of BBB rated bonds but minimal holdings in junk bonds. Good overall profitability (5.1) despite operating losses during the first nine months of 2024. Good Liquidity (6.1).
Other Rating Factors:
Fair overall results on stability tests (4.7) including fair financial strength of affiliated Mutual Of Omaha Group. Strong capitalization (7.3) based on excellent risk adjusted capital (severe loss scenario).
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:
Other (100%)
Licensed in:
All states, the District of Columbia and Puerto Rico
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
--
Company Address
MUTUAL OF OMAHA PLAZA
OMAHA, NE 68175
OMAHA, NE 68175
Phone Number
(800) 775-6000
NAIC Number
71412
Website
Largest Affiliates