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PROFESSIONAL SERVICES DECEMBER 24, 2018 • HARTFORD BUSINESS JOURNAL | 83 Largest employee-benefits consultants in Greater Hartford (Ranked by number of local licensed employee-benefits consultants as of September 2018) Rank Consultant Local licensed consultants/ Total Local employees/ Total Insurance/ Investment services Services offered Top local executive(s) Year founded 1 Willis Towers Watson (a) 10 State House Square, 11th Floor Hartford, CT 06103 860-278-1320; willistowerswatson.com 100 NA 100 40,000 Y Y Brokerage and consulting services Despina Buganski COO 1828 2 USI Consulting Group 95 Glastonbury Blvd. Glastonbury, CT 06033 860-633-5283; www.usicg.com 79 146 265 7,000 Y Y 401(k) and defined contribution, defined benefit and actuarial, health and welfare administration, consulting and brokerage, underwriting, analytical, wellness, investment strategies, regulatory and compliance, employee communications and enrollment Bill Tremko President & CEO 1975 3 OneDigital Health and Benefits (b) 5 Batterson Park Road, Suite 1 Farmington, CT 06032 860-409-7200; www.onedigital.com 38 650 44 1,300 Y Y Plan and risk management, regulatory compliance, plan design, medical-management evaluations, financial analysis and reporting, benchmarking, technology solutions, customized workforce health programs, eligibility and enrollment administration George Papagelis Managing principal 2002 4 Milliman Inc. 80 Lamberton Road Windsor, CT 06095 860-687-2110; www.milliman.com 36 800 80 3,600 N N Consulting services for employee benefits, investment, compensation, health, life, financial, property and casualty Rebecca A. Sielman Principal & consulting actuary 1947 5 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-723-5770; www.mercer.com 35 35 45 21,000 Y Y Brokerage, consulting, outsourcing, investments, strategic program development and implementation, private active and retiree exchange solutions Julio Portalatin CEO 1937 6 PASI LLC 231 Farmington Ave. Farmington, CT 06032 860-284-6880; www.pasiusa.com 27 27 32 33 N N Consulting, design, compliance and administration of 401(k), 403(b), 457, non-qualified, cash balance and defined benefit, plan benchmarking services, education and communication, record- keeping support Ron Fishman David Wetsman David Beck Bryce Raymond Quynhchau (Q) Le Partners 1996 7 Pension Consultants Inc. 74 Batterson Park Road Farmington, CT 06032 860-676-8000; mypensionconsultants.com 25 25 34 34 N N Administration and consulting for 401(k) and all types of defined- contribution plans, in-house actuarial for defined-benefit and cash- balance plans Michael J. Roach William J. Anastasiades Frank P. Rossi Partners 1971 8 The Schuster Group (c) 135 South Road Farmington, CT 06032 860-409-7520; www.schustergroupne.com 22 25 30 32 Y Y Brokerage and consulting firm in the areas of employee benefits, institutional co-fiduciary retirement services and human resources (d) Rollin G. Schuster President 1993 9 Fiduciary Investment Advisors LLC 100 Northfield Drive, 4th Floor Windsor, CT 06095 860-683-1187; www.fiallc.com 18 23 66 71 N Y Institutional investment advisory and co-fiduciary services for 401(k), 403(b) and defined-benefit plan sponsors, nonprofits and private clients Mark Wetzel President 2006 9 Hooker & Holcombe 65 LaSalle Road West Hartford, CT 06107 860-521-8400; www.hhconsultants.com 18 19 60 64 N Y (e) Consulting and administration for all types of qualified and non- qualified retirement plans; independent investment advisory services and financial wellness education programs Richard S. Sych President 1956 11 Smith Bros. Insurance LLC 68 National Drive Glastonbury, CT 06033 860-652-3235; smithbrothersusa.com 17 20 117 173 Y Y Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Kimberley S. Connolly Executive vice president 1971 12 C.M. Smith Agency LLC, an Alera Group Co. (f) 100 Pearl St. Hartford, CT 06103 860-990-6400; www.cmsmith.com 14 600 18 730 Y Y Employee-benefit consulting and broker services, insurance and retirement services, data analytics, healthcare captive, compliance and wellness programs John F. O'Connell President 1974 13 Gallagher (g) 100 Northfield Drive, 2nd Floor Windsor, CT 06095 860-731-5566; www.ajg.com 12 4,000 17 26,000 Y Y Insurance brokerage, risk management and employee benefits services John Scholl Area president 1927 13 May, Bonee & Clark (h) 180 Glastonbury Blvd. Glastonbury, CT 06033 860-430-3700; www.mayboneeclark.com 12 12 20 20 Y Y Insurance and financial planning agency, employee and executive benefits including medical, dental, life, long- and short-term disability, long-term care and 401(k), employee retirement plans Daniel Clark Ryan Friedman Principals 1985 15 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1 Avon, CT 06001 860-678-1090; hensleyassociates.com 11 11 11 11 Y Y Employee benefits including medical, dental, life, short- and long- term disability and long-term care insurance, 401(k), retirement plans, asset management and individual insurance Robert S. Hensley President 1991 16 Acrisure LLC (i) 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 9 9 20 25 Y N Employee-benefit consulting, broker services, compliance, wellness programs, third-party administration for Section 105, 125 & 132 plans, property and casualty insurance Stephanie Amato Managing partner, CIC 1996 17 eBenefits Group Northeast LLC 30 Mill St. Unionville, CT 06085 860-675-4227; ebenefitsgroup.com 6 6 15 15 Y Y Full-service employee benefits Stephen J. Repka II Managing principal 1995 17 Professional Business Insurers (f) 62 LaSalle Road West Hartford, CT 06107 860-233-1171; www.pbiins.com 6 6 10 11 Y Y Employee-benefit plans and financial services Richard Gutcheon President 1987 19 Benefit Resource Group LLC 17 Meriden Ave. Southington, CT 06489 860-426-1602; benefit-resource- group.com 4 5 5 5 Y Y Independent employee-benefits broker and consultant offering health, dental, life, group disability and retirement services Edward J. Rapacky III President 1991 20 First Insure Inc. 270 Farmington Ave. Farmington, CT 06032-1909 860-677-5400; NA 2 NA NA NA Y N Worksite-benefit programs via payroll deduction, educational counseling for benefit explanations, help to make appropriate selections in coordination of group and individual coverage Douglas W. Clark President 1983 20 Odyssey Advisors Inc. 11 Hayward Ave., Building 4 Colchester, CT 06415 860-537-9080; odysseyadvisors.com 2 2 9 10 Y N Actuarial and pension consulting, GASB 45/67/68/74/75 valuation and consulting, third-party administration for 401(k) plans, defined-benefit and defined-contribution plans, health and welfare brokerage, administration and more Parker Elmore President, CEO & actuary 1998 Source: Each consultant via survey. Note: NA = Not available. Unable to confirm data for Benefits Plus of Avon. (a) An additional location at 175 Powder Forest Drive in Weatogue. (b) Formerly Ovation, A Digital Benefit Advisors company. (c) Formerly Schuster Driscoll LLC. (d) Founder of TANGO, a platform to help nonprofit organizations. (e) Institutional investment advisory and individual financial planning. (f) Data from 2017 survey. (g) Formerly William Gallagher Associates. (h) May, Bonee & Co. was acquired by Hartford's Clark Agency LLC in April 2017; the combined firm now works out of Glastonbury. (i) The Health Consultants Group of Plainville became a subsidiary of Michigan-based Acrisure LLC in May 2016. —Compiled by Stephanie R. Meagher. LARGEST EMPLOYEE-BENEFITS CONSULTANTS IN GREATER HARTFORD (Ranked by number of local licensed employee-benefits consultants as of September 2018)