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31 HARTFORDBUSINESS.COM | May 23, 2022 The Lists Largest employee-benefits consultants in Greater Hartford Ranked by number of local licensed consultants as of May, 2022 Largest employee-benefits consultants in Greater Hartford Ranked by number of local licensed consultants as of May, 2022 Firm # Consultants, Local # Consultants, companywide Local employees # Employees, Companywide Services offered Managing partner(s)/ Year founded 1 The Schuster Group / NFP 135 South Road, Farmington, CT 06032 860-409-7520 • www.schustergroupne.com 50 2,229 84 6,900 Employee benefits, specialized property and casualty insurance, retirement, and individual private client solutions. Rollin G. Schuster Managing director 1993 2 USI Consulting Group 95 Glastonbury Blvd., Glastonbury, CT 06033 860-633-5283 • www.usicg.com 30 170 165 575 Retirement planning, investment, actuarial and benefits consulting Bill Tremko President & CEO 1975 3 PASI LLC 10 Talcott Notch Road, Farmington, CT 06032 860-284-6880 • www.pasiusa.com 28 28 31 35 Consulting, design, compliance and administration of 401(k), 403(b), 457, non-qualified, cash balance, and defined benefit, benchmarking and education Bryce Raymond David Beck David Wetsman Ron Fishman Quynhchau (Q) Le Partners 1996 4 Pension Consultants, Inc. 74 Batterson Park Road, Farmington, CT 06032 860-676-8000 • mypensionconsultants.com 25 25 35 35 Retirement plan design and administration for 401(k) plans, in-house actuarial services for defined benefit and cash balance plans Frank P. Rossi William J. Anastasiades 1971 5 Fiducient Advisors 100 Northfield Drive, 4th Floor, Windsor, CT 06095 860-683-1187 • www.fiducientadvisors.com 22 68 75 196 Retirement plans, endowments & foundations, private clients, financial institutions, OCIO Mark Wetzel President 1995 6 Hooker & Holcombe 1300 Hall Blvd., Suite 1C, Bloomfield, CT 06002 860-521-8400 • www.hhconsultants.com 20 20 57 70 Restructure pensions, create investment strategies or design DC plans Richard S. Sych President 1956 7 Smith Brothers Insurance LLC 68 National Drive, Glastonbury, CT 06033 860-652-3235 • smithbrothersusa.com 19 23 147 196 Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Joseph B. Smith President & CEO 1971 8 Mercer Health and Benefits 20 Church St., Hartford, CT 06103 860-324-9747 • www.mercer.com 15 4,000 20 5,000 All conventional areas of brokerage and consulting, as well as complex specialty areas including total health management Dawn O'Shaughnessy Principal, Hartford office leader 1937 9 OneDigital 195 Scott Swamp Road, Suite 100, Farmington, CT 06032 860-409-7200 • www.onedigital.com 12 2,100 46 3,000 Employee benefits, human resource consulting, pharmacy consulting, property & casualty solutions, retirement & wealth management, global benefits Emily Bailey Managing principal 2000 10 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1, Avon, CT 06001 860-678-1090 • hensleyassociates.com 9 9 9 9 Employee Benefits, Wealth Management, Individual Life, Disability & Long Term Care Insurance Bobby Warner Hensley, LUTCF Member Margaret H. Jakubowski, CEBS Member Robert S. Hensley, CLU, AIF Managing member 1991 11 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave., Plainville, CT 06062 860-351-0100 • www.myhcg.com 8 1,500 23 12,000 Building programs for employers who wish to control their health care costs and increase benefits to their employees Stephanie Amato Managing partner 1994 12 Professional Business Insurers (PBI) (1) 62 LaSalle Road, West Hartford, CT 06107 860-233-1171 • www.pbiins.com 6 6 10 10 Employee benefits, group health plans, Medicare products, individual health insurance, 401(k), investment advisory service Jason Gutcheon 1987 13 United Pension Designs LLC 1 Darling Drive, Suite 6, Avon, CT 06001 860-498-8414 • unitedpensiondesigns.com 5 5 5 5 Full-service third-party administration firm of retirement plans Mark Fishbein President 2017 14 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd., Glastonbury, CT 06033 860-368-6932 • wellsfargoadvisors.com 4 4 7 7 Retirement and 3(21) investment advisory services Zachary Tracey Financial Advisor Arthur B. Sullivan Managing Director Thomas A. Ragonese Managing Director 2010 15 Odyssey Advisors Inc. (1) 11 Hayward Ave., Building 4, Colchester, CT 06415 860-537-9080 • odysseyadvisors.com 2 2 12 15 Actuarial and pension consulting, OPEB & Pension valuation and consulting, third-party administration for 401(k) plans, defined-benefit and defined-co Parker Elmore President, CEO & actuary 1998 16 Benefit Resource Group LLC 17 Meriden Ave., Southington, CT 06489 860-426-1602 • www.benefit-resource-group.com 2 4 2 4 Employee Benefits, Retirement, Commercial Insurance, Payroll, and HR and Accounting Support Services Edward J. Rapacky III President 1991 Source: Each firm by survey. Other firms were surveyed but did not respond or declined to participate. If you believe your firm should be on this list, please contact lead researcher Timothy Doyle. Ties were broken by number of local employees. (1) Did not respond to information request. Data from 2021 survey. -Compiled by: Timothy Doyle, tdoyle@nebusinessmedia.com Catastrophic care led by: Jerrold L. Kaplan, MD Medical Director, Outpatient and Workers' Compensation Services (203) 284-2845 gaylord.org • Wallingford, CT Better outcomes for INJURED WORKERS