Total Consolidated Assets
Numbers in Billions
Statutory Policy Reserves
Numbers in Billions
Statutory Surplus
Numbers in Billions
Strong Capital Position
In a volatile economy, capital strength gives companies the flexibility to weather the inevitable ups and downs they and their customers will face.
The events of the last few years illustrate the importance of prudent capital management. When the bubble burst, many businesses found themselves in a capital crisis. This erosion of capital, due largely to market declines and losses on risky investments, contributed to the financial crisis that gripped the country.
Mutual of Omaha’s capital position is strong. Thanks to our disciplined balance sheet management and investment strategy as well as our prudent business philosophy, we have avoided drains on our capital. We said “No thank you” to federal bailout money – we did not need it to maintain our financial strength and keep our promises to our customers.
As of Dec. 31, 2011, Mutual of Omaha had $2.3 billion in statutory surplus, a key measure of an insurer’s capital strength. That $2.3 billion represents financial security for our policyholders and ensures we will have the ability to not just survive, but to thrive.
Disciplined Investment Strategy
Mutual of Omaha uses a time-tested, disciplined investment strategy to build the portfolios that support our products for our customers. While investing inherently involves some risk, our thorough investment analysis and decades of experience allow us to build portfolios that offer attractive returns with appropriate levels of risk.
Mutual of Omaha and Insurance Subsidiaries
Invested Assets as of 12/31/2011
Limited Equity Market Exposure
From record-setting peaks to hair-raising declines, dramatic swings in the stock market over the last few years have challenged investors. Mutual of Omaha has limited exposure to the public equity markets. As a result, stock market volatility has not had a material impact on our financial position.
Mutual of Omaha and Insurance Subsidiaries
Bond Portfolio Quality as of 12/31/2011
High Quality Bond Portfolio
Most of Mutual of Omaha’s portfolio – approximately 80 percent – is invested in bonds. Our bond portfolio is very strong, with 95 percent rated as highest or high quality by the National Association of Insurance Commissioners (NAIC). We emphasize investments in those asset classes that can most effectively fund our insurance products while providing adequate risk-adjusted returns.
2012 Executive Summary and Analysis
2011 Statutory Financial Statements
- 2011 Mutual of Omaha Statutory Financial Statements
- 2011 United of Omaha Statutory Financial Statements
Archive
Audit Reports
- 2010 Mutual of Omaha Statutory Financial Statements
- 2010 United of Omaha Statutory Financial Statements
Financial Reports
Consolidated Financial Statements
- 2011 and 2010 Mutual of Omaha and Subsidiaries Consolidated Financial Statements
- 2010 and 2009 Mutual of Omaha and Subsidiaries Consolidated Financial Statements
- 2009 and 2008 Mutual of Omaha and Subsidiaries Consolidated Financial Statements
- 2008 and 2007 Mutual of Omaha and Subsidiaries Consolidated Financial Statements
- 2007 and 2006 Mutual of Omaha and Subsidiaries Consolidated Financial Statements
Presentations
- Mutual of Omaha/United of Omaha presentation slides (unaudited) for the April 3, 2012, Retirement Plans Division Due Diligence Webcast.
- JP Morgan Insurance Conference Presentation Slides (unaudited) for the presentation made by Mutual of Omaha CFO Dave Diamond at the JP Morgan Insurance Conference on March 29, 2012.
Contact Us
Investor Relations Contact:
- Laura Fender
Vice President, Financial Reporting
Mutual of Omaha
Mutual of Omaha Plaza
Omaha, NE 68175
(402) 351-8026 - Email Laura Fender
- Claims and Customer Service Information
- Forward Looking Statements
