Issue link: https://nebusinessmedia.uberflip.com/i/1437648
77 HARTFORDBUSINESS.COM | DECEMBER 27, 2021 PROFESSIONAL SERVICES Largest employee-benefits consultants in Greater Hartford (Ranked by number of local licensed employee-benefits consultants as of September, 2021) Largest employee-benefits consultants in Greater Hartford (Ranked by number of local licensed employee-benefits consultants as of September, 2021) 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 103 324 575 8,000 Y Y 401(k) 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 Managing director, health & benefits 1828 3 OneDigital Health & Benefits 195 Scott Swamp Road, Suite 100 Farmington, CT 06032 860-409-7200; www.onedigital.com 41 1,965 56 2,779 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 4 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-324-9747; www.mercer.com 40 NA 48 NA 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 5 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 6 PASI LLC 10 Talcott Notch Road Farmington, CT 06032 860-284-6880; www.pasiusa.com 28 28 31 35 N N Consulting, design, compliance and administration of 401(k), 403(b), 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 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 William J. Anastasiades Frank P. Rossi 1971 8 Hooker & Holcombe 1300 Hall Blvd., Suite 1C Bloomfield, CT 06002 860-521-8400; www.hhconsultants.com 22 22 66 66 N Y Consulting and plan administration for all types of qualified and non- qualified retirement plans including pension, OPEB, cash balance, 401(k), 403(b), 457 and 401(a) plans; independent investment advisory services and financial wellness education programs Richard S. Sych President 1956 9 The Schuster Group / NFP 135 South Road Farmington, CT 06032 860-409-7520; www.schustergroupne.com 20 2,500 37 5,000 Y Y Brokerage and consulting firm in the areas of employee benefits, institutional co-fiduciary retirement services and human resources Rollin G. Schuster Managing director 1993 10 Fiducient Advisors 100 Northfield Drive, 4th Floor Windsor, CT 06095 860-683-1187; www.fiducientadvisors.com 19 69 78 178 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 1995 10 Smith Brothers Insurance LLC 68 National Drive Glastonbury, CT 06033 860-652-3235; smithbrothersusa.com 19 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 12 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 13 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 10 12 24 9,052 Y N Employee benefit consulting, education, advocacy & advisement services, compliance, online enrollment, wellness, third-party administration for Section 105, 125 & 132 plans, commercial and individual property, and casualty insurance Stephanie Amato Managing partner 1994 13 The Hilb Group of New England LLC dba eBenefits Group NE 30 Mill St. Unionville, CT 06085 860-675-4227; ebenefitsgroup.com 10 75 10 433 Y Y Full-service employee benefits Stephen J. Repka II Agency leader 1995 15 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1 Avon, CT 06001 860-678-1090; hensleyassociates.com 8 8 8 8 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 Margaret Jakubowski Bobby Hensley Managing member 1991 16 Professional Business Insurers (PBI) 62 LaSalle Road West Hartford, CT 06107 860-233-1171; www.pbiins.com 6 6 10 10 Y Y Employee Benefits, Group Health Plans, Medicare Products, Individual Health Insurance, 401(k), Investment Advisory Services Jason Gutcheon 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 3 3 4 4 Y Y Independent employee-benefits broker and consultant offering health, dental, life, group disability and retirement services Edward J. Rapacky III President 1991 19 Odyssey Advisors Inc. 11 Hayward Ave., Building 4 Colchester, CT 06415 860-537-9080; odysseyadvisors.com 2 2 12 15 Y N Actuarial and pension consulting, OPEB & Pension valuation and consulting, third-party administration for 401(k) plans, defined-benefit and defined-contribution plans, health and welfare brokerage and administration Parker Elmore President, CEO & actuary 1998 19 United Pension Designs LLC 1 Darling Drive, Suite 6 Avon, CT 06001 860-498-8414; unitedpensiondesigns.com 2 2 6 6 N N Full-service third party administrative services for retirement plans Mark Fishbein President 2017 Source: Each consultant via survey. Note: NA = Not available. Other companies were contacted, but did not respond. If you believe your company should be represented on this list, please contact Lead Researcher Timothy Doyle. There is no cost to participate. (a) Did not respond to information request. Data from 2019 survey. —Compiled by Timothy Doyle.