William Penn of NY
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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: Legal & General America Group
Address: 1701 Research Boulevard
Rockville MD 20850
Phone: 516-794-3700
Ratings
A.M. Best Company(Best's Rating, 15 ratings) A+ (2)
Standard & Poor's(Financial Strength, 20 ratings) A+ (5)
TheStreet.com(Safety Rating, 16 ratings) C (8)
Comdex(Percentile in Rated Companies) 92
Invested Assets
Total Invested Assets 933,803
Bonds - 94.3% Stocks - 0.0%
Mortgages - 0.0% Real Estate - 0.0%
Policy Loans - 4.6% Cash & Short-Term - 1.1%
Other - 0.0%
4.6%
Non-Performing Assets
Bonds In or Near Default 1.0%
Problem Mortgages 0.0%
Real Estate Acquired by Foreclosure 0.0%
Total Non-Performing Assets/Surplus & AVR 1.0%
As a Percent of Invested Assets 0.1%
Income & Earnings
Total Income 120,220
Net Premiums Written 50,043
Earnings Before Dividends and Taxes 3,264
Net Operating Earnings 1,813
Domicile: NY
NAIC Number: 66230
Year Established: 1962
Company Type: Stock
Assets & Liabilities
Total Admitted Assets 988,968
Total Liabilities 864,903
Separate Accounts 0
Total Surplus & AVR 125,454
As % of General Account Assets 12.7%
Investment Yields
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
2005 Yields - 5.93% 2006 Yields - 5.99%
2007 Yields - 5.88% 2008 Yields - 5.91%
2009 Yields - 5.97%
5 Year Average 5.94%
Bond Quality
Class 1 Highest - 70.8% Class 2 Higher - 26.1%
Class 3 Medium- 3.0% Class 4 Low - 0.0%
Class 5 Lower - 0.0% Class 6 In or Near Default - 0.1%
70.8%
26.1%
3.0%