United of Omaha
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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: Mutual of Omaha Group
Address: Mutual of Omaha Plaza
Omaha NE 68175
Phone: 402-342-7600
Ratings
A.M. Best Company(Best's Rating, 15 ratings) A+ (2)
Standard & Poor's(Financial Strength, 20 ratings) AA- (4)
Moody's(Financial Strength, 21 ratings) Aa3 (4)
TheStreet.com(Safety Rating, 16 ratings) B+ (4)
Comdex(Percentile in Rated Companies) 96
Invested Assets
Total Invested Assets 11,842,040
Bonds - 76.7% Stocks - 1.3%
Mortgages - 16.2% Real Estate - 0.6%
Policy Loans - 1.5% Cash & Short-Term - 1.0%
Other - 2.6%
76.7%
16.2%
2.6%
Non-Performing Assets
Bonds In or Near Default 0.9%
Problem Mortgages 0.0%
Real Estate Acquired by Foreclosure 0.0%
Total Non-Performing Assets/Surplus & AVR 0.9%
As a Percent of Invested Assets 0.1%
Income & Earnings
Total Income 3,120,693
Net Premiums Written 2,416,311
Earnings Before Dividends and Taxes 14,458
Net Operating Earnings 34,904
Domicile: NE
NAIC Number: 69868
Year Established: 1926
Company Type: Stock
Assets & Liabilities
Total Admitted Assets 14,037,295
Total Liabilities 12,792,156
Separate Accounts 1,615,845
Total Surplus & AVR 1,313,221
As % of General Account Assets 10.6%
Investment Yields
0.0%
2.0%
4.0%
6.0%
8.0%
2005 Yields - 6.45% 2006 Yields - 6.17%
2007 Yields - 6.52% 2008 Yields - 5.90%
2009 Yields - 6.02%
5 Year Average 6.21%
Bond Quality
Class 1 Highest - 60.5% Class 2 Higher - 32.8%
Class 3 Medium- 4.8% Class 4 Low - 1.2%
Class 5 Lower - 0.6% Class 6 In or Near Default - 0.1%
60.5%
32.8%
4.8%