The Paul Revere Variable Annuity Insurance Company (Worcester)

The Paul Revere Variable Annuity Insurance Company is an adviser based in Worcester. It manages $2.15 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

The Paul Revere Variable Annuity Insurance Company provides portfolio management for investment companies. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Paul Revere Variable Annuity Insurance Company: assets under management

The assets under management (AUM) of The Paul Revere Variable Annuity Insurance Company is $2.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.15 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Paul Revere Variable Annuity Insurance Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Paul Revere Variable Annuity Insurance Company

James Leander Moody has been acting as President since 1 Sep 1999. Richard Paul Mckenney joined the executive team most recently as the Director, Evp And Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
The Paul Revere Life Insurance Company	Stockholder	1 Aug 1965	75% - 100%	04-1768571
The Paul Revere Corporation	Stockholder	1 Oct 1966	75% - 100%	04-3176707
Vicki Wright Corbett	Vice president and controller	1 Mar 1997	Other	2982758
Susan Nance Roth	Vice president and secretary	1 Mar 1997	Other	2666289
Burton Erhard Sorensen	Director	1 Mar 1997	Other	430764
Thomas Ros Watjen	Director, executive vice president - finance	1 Mar 1997	Other	826644
Inc.) Unumprovident Corporation (Formerly Provident Companies	Stockholder	1 Mar 1997	75% - 100%	62-1598430
Robert Carl Greving	Senior vice president and chief actuary	1 Apr 1997	Other	2982756
Floyd Dean Copeland	Director, executive vice president - legal	1 May 1997	Other	2982753
Robert Ernest Broatch	Senior vice president and chief financial officer	1 Sep 1999	Other	1923376
John Manning Lang	Senior vice president and treasurer	1 Sep 1999	Other	4073093
James Leander Moody	Director	1 Sep 1999	Other	4073074
James Allison Ramsay	President, executive representative	1 Sep 1999	Other	1063991
James Harold Chandler	Director	1 Sep 1999	Other	2473456
Elaine Debra Rosen	Director, executive vice president	1 Sep 1999	Other	4073088
John Joseph Iwanicki	Vice president, treasurer	1 May 2000	Other	xxx-xx-xxxx
Linda Lou Bessman	Avp and asst. treasurer	1 Sep 2000	Other	5315688
Floyd Dean Copeland	Director, senior executive vice president and general counsel	1 May 2002	Other	2982753
Thomas Ros Watjen	Director, vice chairman and chief operating officer	1 May 2002	Other	826644
Robert Carl Greving	Senior vice president and chief financial officer	1 May 2002	Other	2982756
William Lester Armstrong	Director	1 May 2002	Other	xxx-xx-xxxx
Cynthia A Montgomery	Director	1 May 2002	Other	xxx-xx-xxxx
Cynthia Ann Ms Montgomery	Director	1 May 2002	Other	xxx-xx-xxxx
Floyd Dean Copeland	Director, senior executive vp, general counsel and chief administrative officer	1 Mar 2003	Other	2982753
Thomas Ros Watjen	Director, president and chief executive officer	1 Mar 2003	Other	826644
Robert Carl Greving	Executive vice president and chief financial officer	1 May 2003	Other	2982756
Richard David Lang	Aml compliance officer	1 Mar 2004	Other	xxx-xx-xxxx
Robert Carl Greving	Director, executive vice president and chief financial officer	1 Apr 2004	Other	2982756
Kevin Paul Mccarthy	Director and executive vice president	1 Apr 2004	Other	xxx-xx-xxxx
Joseph Richard Foley	Svp	1 May 2004	Other	xxx-xx-xxxx
Roger Carl Edgren	Evp	1 May 2004	Other	xxx-xx-xxxx
Peter Carl Madeja	Evp	1 May 2004	Other	xxx-xx-xxxx
Robert Ohara Best	Director, executive vice president and chief information officer	1 Sep 2004	Other	xxx-xx-xxxx
Floyd Dean Copeland	Sevp, special advisor to ceo	1 Sep 2005	Other	2982753
Robert Carl Greving	Director, evp, cfo and chief actuary	1 Sep 2005	Other	2982756
Kevin Paul Mccarthy	Evp	1 Sep 2005	Other	xxx-xx-xxxx
Charles Louis Glick	Director, evp and general counsel	1 Sep 2005	Other	xxx-xx-xxxx
Joseph Michael Zubretsky	Director and sevp	1 Sep 2005	Other	xxx-xx-xxxx
Joseph Richard Foley	Svp and chief marketing officer	1 Dec 2005	Other	xxx-xx-xxxx
Kevin Paul Mccarthy	Evp, risk operations	1 Jan 2006	Other	xxx-xx-xxxx
Robert Ohara Best	Director, evp, service operations & cio	1 Jan 2006	Other	xxx-xx-xxxx
Kevin Ambrose Mcmahon	Vp and corporate treasurer	1 Jul 2007	Other	1095113
Susan Nance Roth	Vp, transactions, sec, corporate secretary, assistant clerk & chief compliance officer	1 Dec 2008	Other	2666289
Robert Carl Greving	Director, evp and cfo	1 Dec 2008	Other	2982756
Kevin Paul Mccarthy	Director, evp, president & ceo, unum us	1 Dec 2008	Other	xxx-xx-xxxx
E Liston Bishop	Director, evp and general counsel	1 Dec 2008	Other	5656681
Richard Paul Mckenney	Director, evp and cfo	1 Aug 2009	Other	4093614

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Unumprovident Corporation	Stockholder	1 Mar 1997	75% - 100%	62-1598430
Unum Group	Stockholder	1 Feb 2007	75% - 100%	62-1598430
Unum Group	Stockholder	1 Jan 2009	75% - 100%	62-1598430

Based in Worcester

The principal office where The Paul Revere Variable Annuity Insurance Company performs its advisory services is located at 18 Chestnut Street, Worcester, MA 01608, which is also the mailing address of the firm. An additional office of the firm is in Chattanooga, TN. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 508-799-4441 or by fax 508-943-9432. The normal business hours are 8:00 am - 4:45 pm on Monday - Friday.