Lincoln Life & Ann 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: Lincoln Financial Group
Address: 100 North Greene Street
Greensboro NC 27401
Phone: 603-226-5000
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 6,879,173
Bonds - 89.6% Stocks - 0.2%
Mortgages - 3.3% Real Estate - 0.0%
Policy Loans - 5.8% Cash & Short-Term - 0.9%
Other - 0.1%
89.6%
3.3%
5.8%
Non-Performing Assets
Bonds In or Near Default 3.4%
Problem Mortgages 0.0%
Real Estate Acquired by Foreclosure 0.0%
Total Non-Performing Assets/Surplus & AVR 3.4%
As a Percent of Invested Assets 0.4%
Income & Earnings
Total Income 1,361,536
Net Premiums Written 864,915
Earnings Before Dividends and Taxes 129,995
Net Operating Earnings 107,387
Domicile: NY
NAIC Number: 62057
Year Established: 1897
Company Type: Stock
Assets & Liabilities
Total Admitted Assets 9,375,138
Total Liabilities 8,556,144
Separate Accounts 2,263,438
Total Surplus & AVR 822,538
As % of General Account Assets 11.6%
Investment Yields
0.0%
2.0%
4.0%
6.0%
8.0%
2005 Yields - 5.93% 2006 Yields - 5.86%
2007 Yields - 7.17% 2008 Yields - 6.12%
2009 Yields - 6.17%
5 Year Average 6.25%
Bond Quality
Class 1 Highest - 60.0% Class 2 Higher - 31.6%
Class 3 Medium- 5.5% Class 4 Low - 1.4%
Class 5 Lower - 1.0% Class 6 In or Near Default - 0.5%
60.0%
31.6%
5.5%