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Financial Information

2018 Year in Review
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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 Unaudited GAAP Financial Statements (Opens in new window)

2018 Consolidated Financial Statements and Independent Auditor’s Report

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.

A.M. Best Company
Affirmed, March 2019*
Moody's Investors Service
Affirmed, March 2019*
S&P Global Ratings
Affirmed, September 2019*

2018 Five-Year Performance

Unaudited

Graph showing assets (in billions): 2013 - $17.5; 2014 - $17.7; 2015 - $17.3; 2016 - $18.5; 2017 - $20.6

Graph showing total revenue (in billions): 2013 - $3.0; 2014 - $3.1; 2015 - $3.1; 2016 - $3.3; 2017 - $3.5

Graph showing total surplus (in millions): 2013 - $2,370; 2014 - $2,720; 2015 - $2,718; 2016 - $2,947; 2017 - $3,367

Graph showing net income (in millions): 2013 - $162; 2014 - $206; 2015 - $217; 2016 - $223; 2017 - $303

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*RATINGS: A.M. Best, Moody’s and S&P ratings apply to CMFG Life Insurance Company and its subsidiaries, MEMBERS Life Insurance Company and CUMIS Insurance Society, Inc. A.M. Best also rated CUMIS Specialty Insurance Company, Inc. Ratings are subject to change.
CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
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