AXA Equitable Life & Ann Co
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Data for Year-End 2009 from the life insurance companies' statutory annual statements. All dollar amounts are in thousands. All ratings shown are
current as of July 01, 2010.
Presented by: Michelle Lauritzen, 3700 Embassy Drive, Akron, OH 44333 Phone: 330-576-1100 Email: michellel@buaweb.com
Group Affiliation: AXA Financial Group
Address: 10840 Ballantyne Commons Pkwy
Charlotte NC 28277
Phone: 212-554-1234
Ratings
A.M. Best Company(Best's Rating, 15 ratings) A (3)
Standard & Poor's(Financial Strength, 20 ratings) AA- (4)
Fitch Ratings(Financial Strength, 21 ratings) AA- (4)
TheStreet.com(Safety Rating, 16 ratings) B- (6)
Comdex(Percentile in Rated Companies) 91
Invested Assets
Total Invested Assets 509,688
Bonds - 42.4% Stocks - 0.0%
Mortgages - 0.0% Real Estate - 0.0%
Policy Loans - 52.3% Cash & Short-Term - 5.3%
Other - 0.0%
42.4%
52.3%
5.3%
Non-Performing Assets
Bonds In or Near Default 0.0%
Problem Mortgages 0.0%
Real Estate Acquired by Foreclosure 0.0%
Total Non-Performing Assets/Surplus & AVR 0.0%
As a Percent of Invested Assets 0.0%
Income & Earnings
Total Income 38,744
Net Premiums Written 4,630
Earnings Before Dividends and Taxes 6,014
Net Operating Earnings 4,979
Domicile: CO
NAIC Number: 62880
Year Established: 1984
Company Type: Stock
Assets & Liabilities
Total Admitted Assets 517,713
Total Liabilities 462,226
Separate Accounts 0
Total Surplus & AVR 56,358
As % of General Account Assets 10.9%
Investment Yields
0.0%
2.0%
4.0%
6.0%
8.0%
2005 Yields - 6.29% 2006 Yields - 6.21%
2007 Yields - 5.97% 2008 Yields - 6.07%
2009 Yields - 5.88%
5 Year Average 6.08%
Bond Quality
Class 1 Highest - 80.2% Class 2 Higher - 18.9%
Class 3 Medium- 0.8% Class 4 Low - 0.0%
Class 5 Lower - 0.0% Class 6 In or Near Default - 0.0%
80.2%
18.9%