Major Rating Factors:
Fair overall results on stability tests (3.9 on a scale of 0 to 10). Good quality investment portfolio (5.8) despite mixed results such as: no exposure to mortgages and large holdings of BBB rated bonds but small junk bond holdings. Good overall profitability (6.1). Return on equity has been fair, averaging 8.9%.
Other Rating Factors:
Good Liquidity (6.9). Strong capitalization (7.6) 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:
Ind health (72.5%), other (27.5%)
Licensed in:
All states except AK, CA, CT, DC, HI, IL, ME, MI, MN, NJ, NY, OR, RI, VA, WA, 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
Fidelity Ventures Inc
Investment Rating
--
Company Address
420 E SOUTH TEMPLE SUITE 555
Murray, UT 84107
Murray, UT 84107
Phone Number
(713) 529-0045
NAIC Number
71706
Website
Largest Affiliates