Lincoln National Life Ins 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: Lincoln Financial Group
Address: 1500 Market Street Suite 3900
Philadelphia PA 19102-2112
Phone: 215-448-1400
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) A2 (6)
Fitch Ratings(Financial Strength, 21 ratings) A+ (5)
TheStreet.com(Safety Rating, 16 ratings) B- (6)
Comdex(Percentile in Rated Companies) 88
Invested Assets
Total Invested Assets 67,006,961
Bonds - 77.3% Stocks - 2.6%
Mortgages - 9.8% Real Estate - 0.2%
Policy Loans - 3.4% Cash & Short-Term - 3.2%
Other - 3.5%
77.3%
2.6%
9.8%
3.4%
3.2%
3.5%
Non-Performing Assets
Bonds In or Near Default 2.9%
Problem Mortgages 0.0%
Real Estate Acquired by Foreclosure 0.0%
Total Non-Performing Assets/Surplus & AVR 2.9%
As a Percent of Invested Assets 0.3%
Income & Earnings
Total Income 21,439,796
Net Premiums Written 16,101,551
Earnings Before Dividends and Taxes 1,053,003
Net Operating Earnings 684,902
Domicile: IN
NAIC Number: 65676
Year Established: 1905
Company Type: Stock
Assets & Liabilities
Total Admitted Assets 143,345,609
Total Liabilities 137,100,545
Separate Accounts 73,078,634
Total Surplus & AVR 6,461,262
As % of General Account Assets 9.2%
Investment Yields
0.0%
2.0%
4.0%
6.0%
8.0%
2005 Yields - 6.01% 2006 Yields - 5.83%
2007 Yields - 5.89% 2008 Yields - 5.75%
2009 Yields - 5.41%
5 Year Average 5.78%
Bond Quality
Class 1 Highest - 60.1% Class 2 Higher - 32.5%
Class 3 Medium- 4.7% Class 4 Low - 1.7%
Class 5 Lower - 0.6% Class 6 In or Near Default - 0.3%
60.1%
32.5%
4.7%