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ECONOMY BOOK OF LISTS 2021 | 31 LARGEST EMPLOYEE-BENEFITS CONSULTANTS IN GREATER HARTFORD (Ranked by number of local licensed employee-benefits consultants as of April, 2020) Largest employee-benefits consultants in Greater Hartford (Ranked by number of local licensed employee-benefits consultants as of April, 2020) Rank Consultant Local licensed consultants/ Total Local employees/ Total Insurance/ Investment services Services offered Top local executive(s)/ Year founded 1 USI Consulting Group 95 Glastonbury Blvd. Glastonbury, CT 06033 860-633-5283; www.usicg.com 85 154 270 7,000 Y Y 401K and defined contribution, benefit and actuarial, consulting, brokerage, underwriting, analytical, wellness, investment strategies, regulatory and compliance, employee communications and enrollment Bill Tremko President & CEO 1975 2 Willis Towers Watson (a) 10 State House Square, 11th Floor Hartford, CT 06103 860-278-1320; willistowerswatson.com 50 NA 100 45,000 Y Y Brokerage and consulting services Todd Granger Broker and advisory northeast region leader 1828 3 Milliman Inc. (a) 80 Lamberton Road Windsor, CT 06095 860-687-2110; www.milliman.com 38 800 147 6,000 N N Consulting services for employee benefits, investment, compensation, health, life, financial, property and casualty Rebecca A. Sielman Principal & consulting actuary 1947 4 OneDigital Health & Benefits (a) 5 Batterson Park Road, Suite 1 Farmington, CT 06032 860-409-7200; www.onedigital.com 29 1,273 49 1,800 Y Y Plan and risk management, regulatory compliance, plan design, medical-management evaluations, financial analysis, benchmarking, technology solutions, customized workforce health programs, eligibility and enrollment administration Emily Bailey Managing principal 2002 5 PASI LLC 10 Talcott Notch Road Farmington, CT 06032 860-284-6880; www.pasiusa.com 27 28 49 1,800 N N Consulting, design, compliance and administration of 401K, 403B, 457, non-qualified, cash balance and defined benefit, benchmarking, education and communication and record-keeping support Ron Fishman David Wetsman David Beck Bryce Raymond Quynhchau (Q) Le Partners 1996 6 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 William J. Anastasiades Frank P. Rossi 1971 7 Hooker & Holcombe 1300 Hall Blvd., Suite 1C Bloomfield, CT 06002 860-521-8400; www.hhconsultants.com 21 21 64 64 N Y (b) 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 8 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-723-5770; www.mercer.com 20 20 30 30 Y Y Brokerage, consulting, outsourcing, investments, strategic program development and implementation, private active and retiree exchange solutions Dawn O'Shaughnessy Principal, Hartford office leader 1937 9 Fiduciary Investment Advisors LLC 100 Northfield Drive, 4th Floor Windsor, CT 06095 860-683-1187; www.fiallc.com 18 22 71 76 N Y Investment advisory and co-fiduciary services for 401(k), 403(b) and defined-benefit plan sponsors, nonprofits and private clients Mark Wetzel President 2006 10 Smith Brothers Insurance LLC 68 National Drive Glastonbury, CT 06033 860-652-3235; smithbrothersusa.com 17 23 147 196 Y Y Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Joseph B. Smith President & CEO 1971 11 Gallagher (a) 100 Northfield Drive, 2nd Floor Windsor, CT 06095 860-731-5566; www.ajg.com 15 NA 20 27,000 Y Y Insurance brokerage, risk management and employee benefits services John Scholl Area president 1927 12 The Schuster Group 135 South Road Farmington, CT 06032 860-409-7520; www.schustergroupne.com 14 16 31 33 Y Y Brokerage and consulting firm in the areas of employee benefits, institutional co-fiduciary retirement services and human resources (c) Rollin G. Schuster President 1993 13 The Hilb Group of New England LLC dba eBenefits Group NE 30 Mill St. Unionville, CT 06085 860-675-4227; ebenefitsgroup.com 13 45 13 13 Y Y Full-service employee benefits Stephen J. Repka II Agency leader 1995 14 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1 Avon, CT 06001 860-678-1090; hensleyassociates.com 12 12 6 10 Y Y Employee benefits including medical, dental, life, short- and long-term disability and long-term care insurance, retirement plans, asset management and individual insurance Robert S. Hensley Managing member 1991 15 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 10 1,400 27 7,855 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 1994 16 Professional Business Insurers 62 LaSalle Road West Hartford, CT 06107 860-233-1171; www.pbiins.com 6 7 10 11 Y Y Employee-benefit plans and financial services Richard Gutcheon President 1987 17 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd. Glastonbury, CT 06033 860-368-6932; wellsfargoadvisors.com 4 4 7 7 Y Y Wealth management, retirement plan services and employee benefits Thomas A. Ragonese Arthur B. Sullivan Managing Directors 2010 18 Benefit Resource Group LLC 17 Meriden Ave. Southington, CT 06489 860-426-1602; www.benefit-resource- group.com 2 3 3 4 Y Y Independent employee-benefits broker and consultant offering health, dental, life, group disability and retirement services Edward J. Rapacky III President 1991 18 Odyssey Advisors Inc. 11 Hayward Ave., Building 4 Colchester, CT 06415 860-537-9080; odysseyadvisors.com 2 2 11 11 Y N Actuarial and pension consulting, OPEB & Pension valuation and consulting, third-party administration for 401K plans, defined-benefit and defined-contribution plans, health and welfare brokerage and administration Parker Elmore President, CEO & actuary 1998 18 United Pension Designs LLC 1 Darling Drive, Suite 6 Avon, CT 06001 860-498-8414; unitedpensiondesigns.com 2 2 3 3 N N Full-service third party administrative services for retirement plans Mark Fishbein President 2017 Source: Each consultant via survey. Note: NA = Not available. (a) Data from 2019 survey (b) Institutional investment advisory and individual financial planning. (c) Founder of TANGO, a platform to help nonprofit organizations. —Compiled by Timothy Doyle. 2 Hartford, CT 06103 860-278-1320; willistowerswatson.com NA 45,000 Y northeast region leader 1828 3 Milliman Inc. (a) 80 Lamberton Road Windsor, CT 06095 860-687-2110; www.milliman.com 38 800 147 6,000 N N Consulting services for employee benefits, investment, compensation, health, life, financial, property and casualty Rebecca A. Sielman Principal & consulting actuary 1947 4 OneDigital Health & Benefits (a) 5 Batterson Park Road, Suite 1 Farmington, CT 06032 860-409-7200; www.onedigital.com 29 1,273 49 1,800 Y Y Plan and risk management, regulatory compliance, plan design, medical-management evaluations, financial analysis, benchmarking, technology solutions, customized workforce health programs, eligibility and enrollment administration Emily Bailey Managing principal 2002 5 PASI LLC 10 Talcott Notch Road Farmington, CT 06032 860-284-6880; www.pasiusa.com 27 28 49 1,800 N N Consulting, design, compliance and administration of 401K, 403B, 457, non-qualified, cash balance and defined benefit, benchmarking, education and communication and record-keeping support Ron Fishman David Wetsman David Beck Bryce Raymond Quynhchau (Q) Le Partners 1996 6 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 William J. Anastasiades Frank P. Rossi 1971 7 Hooker & Holcombe 1300 Hall Blvd., Suite 1C Bloomfield, CT 06002 860-521-8400; www.hhconsultants.com 21 21 64 64 N Y (b) 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 8 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-723-5770; www.mercer.com 20 20 30 30 Y Y Brokerage, consulting, outsourcing, investments, strategic program development and implementation, private active and retiree exchange solutions Dawn O'Shaughnessy Principal, Hartford office leader 1937 9 Fiduciary Investment Advisors LLC 100 Northfield Drive, 4th Floor Windsor, CT 06095 860-683-1187; www.fiallc.com 18 22 71 76 N Y Investment advisory and co-fiduciary services for 401(k), 403(b) and defined-benefit plan sponsors, nonprofits and private clients Mark Wetzel President 2006 10 Smith Brothers Insurance LLC 68 National Drive Glastonbury, CT 06033 860-652-3235; smithbrothersusa.com 17 23 147 196 Y Y Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Joseph B. Smith President & CEO 1971 11 Gallagher (a) 100 Northfield Drive, 2nd Floor Windsor, CT 06095 860-731-5566; www.ajg.com 15 NA 20 27,000 Y Y Insurance brokerage, risk management and employee benefits services John Scholl Area president 1927 12 The Schuster Group 135 South Road Farmington, CT 06032 860-409-7520; www.schustergroupne.com 14 16 31 33 Y Y Brokerage and consulting firm in the areas of employee benefits, institutional co-fiduciary retirement services and human resources (c) Rollin G. Schuster President 1993 13 The Hilb Group of New England LLC dba eBenefits Group NE 30 Mill St. Unionville, CT 06085 860-675-4227; ebenefitsgroup.com 13 45 13 13 Y Y Full-service employee benefits Stephen J. Repka II Agency leader 1995 14 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1 Avon, CT 06001 860-678-1090; hensleyassociates.com 12 12 6 10 Y Y Employee benefits including medical, dental, life, short- and long-term disability and long-term care insurance, retirement plans, asset management and individual insurance Robert S. Hensley Managing member 1991 15 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 10 1,400 27 7,855 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 1994 16 Professional Business Insurers 62 LaSalle Road West Hartford, CT 06107 860-233-1171; www.pbiins.com 6 7 10 11 Y Y Employee-benefit plans and financial services Richard Gutcheon President 1987 17 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd. Glastonbury, CT 06033 860-368-6932; wellsfargoadvisors.com 4 4 7 7 Y Y Wealth management, retirement plan services and employee benefits Thomas A. Ragonese Arthur B. Sullivan Managing Directors 2010 18 Benefit Resource Group LLC 17 Meriden Ave. Southington, CT 06489 860-426-1602; www.benefit-resource- group.com 2 3 3 4 Y Y Independent employee-benefits broker and consultant offering health, dental, life, group disability and retirement services Edward J. Rapacky III President 1991 18 Odyssey Advisors Inc. 11 Hayward Ave., Building 4 Colchester, CT 06415 860-537-9080; odysseyadvisors.com 2 2 11 11 Y N Actuarial and pension consulting, OPEB & Pension valuation and consulting, third-party administration for 401K plans, defined-benefit and defined-contribution plans, health and welfare brokerage and administration Parker Elmore President, CEO & actuary 1998 18 United Pension Designs LLC 1 Darling Drive, Suite 6 Avon, CT 06001 860-498-8414; unitedpensiondesigns.com 2 2 3 3 N N Full-service third party administrative services for retirement plans Mark Fishbein President 2017 Source: Each consultant via survey. Note: NA = Not available. (a) Data from 2019 survey (b) Institutional investment advisory and individual financial planning. (c) Founder of TANGO, a platform to help nonprofit organizations. —Compiled by Timothy Doyle. Looking for an employee benefit plan audit? Look no further. Call us in Farmington at (860) 590-3330 or visit uhy-us.com The Next Level of Service