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.

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