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 financial strength ratings. They’re a sign of our long-term ability to deliver on our commitments.


AM Best

S&P Global Ratings (S&P)

Moody's Investors Service (Moody's)

CMFG Life Insurance Company
MEMBERS Life Insurance Company
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 Company1 A- A Not Rated
TruStage Life of Canada1 A- Not Rated Not Rated
Union Security Insurance Company2 B++ BBB+ A2

2021 Five-Year Performance


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 eight highest, respectively, of 21 ratings. S&P: A+, A and BBB+ are the fifth, sixth and eighth highest, respectively, of 21 ratings.
1Moody’s ratings were affirmed March 2021. S&P ratings were affirmed September 2022. AM Best ratings were affirmed December 2022. S&P holds a positive outlook on the American Memorial Life Insurance Company rating. The outlook for all other ratings is stable.
2The Moody’s rating was upgraded to ‘A2’ in March 2022 and has a stable outlook. The AM Best rating was affirmed December 2022 and the S&P rating was affirmed September 2022 with stable outlook.