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Schedule I Summary of Investments-Other Than Investments in Related Parties: Summary of Investment Holdings, Schedule of Investments (Tables)
12 Months Ended
Dec. 31, 2012
Tables/Schedules  
Summary of Investment Holdings, Schedule of Investments

 

SCHEDULE I

 

INDEPENDENCE HOLDING COMPANY AND SUBSIDIARIES

SUMMARY OF INVESTMENTS – OTHER THAN INVESTMENTS IN RELATED PARTIES

DECEMBER 31, 2012

(In thousands)

 

 

 

 

 

 

AMOUNT

 

 

 

 

 

 

SHOWN IN

 

 

 

 

 

 

BALANCE

TYPE OF INVESTMENT

 

COST

 

VALUE

 

SHEET

 

 

 

 

 

 

 

FIXED MATURITIES, AVAILABLE-FOR-SALE:

 

 

 

 

 

 

Bonds:

 

 

 

 

 

 

   United States Government and Government

 

 

 

 

 

 

      agencies and authorities

$

67,371

$

68,900

$

68,900

    States, municipalities and political subdivisions

 

260,086

 

268,225

 

268,225

    Foreign governments

 

21,888

 

21,968

 

21,968

    Public utilities

 

51,244

 

51,668

 

51,668

    All other corporate bonds

 

284,365

 

300,851

 

300,851

Redeemable preferred stock

 

6,323

 

7,990

 

7,990

 

 

 

 

 

 

 

TOTAL FIXED MATURITIES

 

691,277

 

719,602

 

719,602

 

 

 

 

 

 

 

EQUITY SECURITIES, AVAILABLE-FOR-SALE

 

 

 

 

 

 

    AND TRADING:

 

 

 

 

 

 

Common stocks:

 

 

 

 

 

 

   Public utilities

 

722

 

715

 

715

   Banks, trust and insurance companies

 

215

 

216

 

216

   Industrial, miscellaneous and all other

 

5,967

 

6,085

 

6,085

Non-redeemable preferred stocks

 

15,355

 

15,598

 

15,598

 

 

 

 

 

 

 

TOTAL EQUITY SECURITIES

 

22,259

 

22,614

 

22,614

 

 

 

 

 

 

 

Policy loans

 

22,165

 

22,165

 

22,165

Short-term investments and resale agreements

 

34,006

 

34,006

 

34,006

Other long-term investments

 

12,969

 

12,969

 

12,969

 

 

 

 

 

 

 

TOTAL INVESTMENTS

$

782,676

$

811,356

$

811,356