Financial Information

Girl hugging smiling woman, with man smiling man sitting next to them View Our 2021
Year-End Report(opens a PDF in a new window)

We invite you to explore CUNA Mutual Group’s latest financial information. We combine the best instincts and practices of a highly accountable risk-protection enterprise with the passion and drive of a top financial services provider.


Current Quarter Financial Statements

CUNA Mutual Holding Company

TruStage Financial Group

Financial Rating

We’re proud of our strong financial ratings. They’re a sign of our long-term ability to deliver on our commitments to you.

Company

AM Best Company

S&P Global Ratings

Moody's Investors Service

CMFG Life Insurance Company1
MEMBERS Life Insurance Company1
CUMIS Insurance Society, Inc.1
A A+ A2
CUMIS Mortgage Reinsurance Company1 A A+ Not Rated
CUMIS Specialty Insurance Company, Inc.1 A Not Rated Not Rated
American Memorial Life Insurance Company2 A- A Not Rated
TruStage Life of Canada2 A- Not Rated Not Rated
Union Security Insurance Company2 B+ BBB+ A2


2021 Five-Year Performance

Unaudited

5-year financial performance of CUNA Mutual Group

*Liabilities for 2021 at $39.53 billion

AM Best: A, A- and B++ are the third, fourth and fifth highest, respectively, of 16 ratings. Moody's: A2 and Baa1 are the sixth and eighth highest, respectively, of 21 ratings. S&P: A+, A and BBB+ are the fifth, sixth and eighth highest, respectively, of 21 ratings. Third-party ratings are subject to change.
1Moody's ratings were affirmed March 2021. S&P ratings were affirmed December 2021. AM Best ratings were affirmed March 2022. The outlook for all ratings is stable.
2AM Best ratings were affirmed with stable outlook October 2021. The S&P rating for American Memorial Life Insurance Company was affirmed with positive outlook in December 2021. The S&P rating for Union Security Insurance Company was lowered in December 2021 given its runoff status and has a stable outlook; The Moody's rating was upgraded to 'A2' in March 2022 and has a stable outlook.