Investor Presentaiton
1,102
1,007
Mutual Group of Insurance Companies:
SAP Financial Summary: As of and For the Six Months Ended June 30
(USD In Millions)
Net Premium & Annuity Considerations
Individual Life
Mutual of Omaha
2023
2022
2021
United of Omaha
2023
2022
2021
Other Insurance Affiliates
2023
2022
2021
$ 1,954 $ 1,889 $ 1,859 $ 3,409 $ 2,812 $ 2,219 $ 143 $ 142 $ 161 $
2023
Eliminations
2022
Total
2021
2023
2022
2021
(3) $
(3) $
(3) $ 5,503 $ 4,840 $ 4,236
935
42
41
42
-
-
-
1,144
1,049
977
Group Life
Individual Annuities
Group Annuities
316
160
148
1
1
1
(2)
(2)
(1)
315
159
147
471
129
68
471
129
68
575
654
261
22
9
1
597
663
262
Accident & Health
$ 1,954 $ 1,889 1,859
945
862
808
78
91
117
(1)
(1)
(2) 2,976 2,840
2,782
Statutory Revenue
$ 2,141 $ 2,023 $ 2,076 $ 4,146 $ 3,442 $2,794 $
336 $
333 $
351 $
(96) $
(98) $
(95) $6,527 $ 5,700 $ 5,126
Statutory Net Income(Loss)
$
(2) $ (100) $ 139 $
50 $
(15) $ (57) $
(3) $
First-year Commission Expenses¹
56
56
56
204
176
150
2
(11) $
1
(2) $
$
ՄԴ
$
2
262
$ 45 $ (126) $ 80
233
208
Admitted Assets
$ 10,378 $ 9,944 $ 9,740 $ 35,279 $31,469 $29,787 $ 1,732 $ 1,809 $ 1,858 $ (2,477) $ (2,550) $ (2,433) $ 44,912 $40,672 $ 38,952
Policy and Claims Reserves
$ 5,202 $ 4,781 $ 4,469 $ 24,237 $ 21,128 $18,814 $ 1,144 $ 1,065 $ 1,064 $
$
$
$ 30,583 $26,974 $24,347
34
Surplus
$ 3,995 $ 3,816 $ 3,691 $1,985 $ 1,882 $ 1,803 $ 372 $ 499 $ 473 $ (2,357) $ (2,381) $ (2,276) $3,995 $ 3,816 $ 3,691
1 First-year commission expenses are immediately recognized under NAIC SAP but are normally deferred and amortized under GAAP if related to successful policy acquisition
Mutual Group of Insurance Companies, which for purposes of this presentation, consists of licensed insurance companies directly or indirectly wholly owned by Mutual of Omaha,
including Mutual of Omaha, United of Omaha, Companion Life Insurance Company, United World Insurance Company, Omaha Insurance Company, Omaha Supplemental
Insurance Company, Omaha Health Insurance Company, Mutual of Omaha Medicare Advantage Company and Medicare Advantage Insurance Company of Omaha.
Mutual Отана
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