Sun Life Assur (US)
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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: Sun Life Financial Group
Address: One Sun Life Executive Park
Wellesley Hills MA 02481
Phone: 781-237-6030
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)
Fitch Ratings(Financial Strength, 21 ratings) AA- (4)
TheStreet.com(Safety Rating, 16 ratings) C+ (7)
Comdex(Percentile in Rated Companies) 95
Invested Assets
Total Invested Assets 13,870,006
Bonds - 63.9% Stocks - 2.2%
Mortgages - 9.4% Real Estate - 1.1%
Policy Loans - 5.1% Cash & Short-Term - 16.4%
Other - 2.0%
63.9%
2.2%
9.4%
5.1%
16.4%
2.0%
Non-Performing Assets
Bonds In or Near Default 6.2%
Problem Mortgages 0.0%
Real Estate Acquired by Foreclosure 0.0%
Total Non-Performing Assets/Surplus & AVR 6.2%
As a Percent of Invested Assets 0.8%
Income & Earnings
Total Income 5,050,363
Net Premiums Written 4,207,662
Earnings Before Dividends and Taxes 357,218
Net Operating Earnings 324,662
Domicile: DE
NAIC Number: 79065
Year Established: 1970
Company Type: Stock
Assets & Liabilities
Total Admitted Assets 42,453,649
Total Liabilities 40,703,811
Separate Accounts 27,718,124
Total Surplus & AVR 1,783,022
As % of General Account Assets 12.1%
Investment Yields
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
2005 Yields - 4.23% 2006 Yields - 5.13%
2007 Yields - 5.02% 2008 Yields - 5.23%
2009 Yields - 2.22%
5 Year Average 4.37%
Bond Quality
Class 1 Highest - 57.4% Class 2 Higher - 31.4%
Class 3 Medium- 7.2% Class 4 Low - 1.7%
Class 5 Lower - 1.2% Class 6 In or Near Default - 1.0%
57.4%
31.4%
7.2%