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2023 BOOK OF LISTS | HARTFORDBUSINESS.COM 63 P R O F E S S I O N A L S E R V I C E S LARGEST EMPLOYEE-BENEFITS CONSULTANTS IN GREATER HARTFORD Ranked by number of local licensed consultants, then local employees as of May 2022 Largest employee-benefits consultants in Greater Hartford Ranked by number of local licensed consultants, then local employees as of May 2022 Consultancy Local licensed consultants/ companywide Local employees/ companywide Services offered Managing partner(s)/ year founded 1 USI Consulting Group (1) 95 Glastonbury Blvd., Glastonbury 06033 860-633-5283; usicg.com 95 4,100 165 9,000 Retirement planning, investment, actuarial and benefits consulting Bill Tremko President & CEO 1975 2 The Schuster Group NFP 135 South Road, Farmington 06032 860-409-7520; 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 3 PASI LLC 10 Talcott Notch Road, Farmington 06032 860-284-6880; pasiusa.com 28 28 31 35 Consulting, design, compliance and administration of 401(k), 403(b), 457, non-qualified, cash balance and defined benefit; bench marking and education Bryce Raymond David Beck David Wetsman Ron Fishman Quynhchau (Q) Le Partners 1996 4 Pension Consultants, Inc. 74 Batterson Park Road, Farmington 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 William J. Anastasiades President Frank P. Rossi VP & consulting actuary 1971 5 Fiducient Advisors 100 Northfield Drive, 4th Floor, Windsor 06095 860-683-1187; fiducientadvisors.com 22 68 75 196 Retirement plans, endowments and foundations, private clients, financial institutions, OCIO Mark Wetzel Managing partner & president 1995 6 Hooker & Holcombe 1300 Hall Blvd., Suite 1C, Bloomfield 06002 860-521-8400; hhconsultants.com 20 20 57 70 Pensions restructuring, investment strategies and design of defined-contribution plans Richard S. Sych President 1956 7 Smith Brothers Insurance LLC 68 National Drive, Glastonbury 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 (2) 20 Church St., Hartford 06103 860-324-9747; mercer.com 15 4,000 20 5,000 Conventional areas of brokerage and consulting, complex specialty areas such as total health management Dawn O'Shaughnessy Principal & Hartford office leader 1937 9 OneDigital 195 Scott Swamp Road, Suite 100, Farmington 06032 860-409-7200; onedigital.com 12 2,100 46 3,000 Employee benefits, human resource consulting, pharmacy consulting, property and casualty solutions, retirement and wealth management, global benefits Emily Bailey Managing principal 2000 10 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1, Avon 06001 860-678-1090; hensleyassociates.com 9 9 9 9 Employee benefits, wealth management, individual life, disability and long term care insurance Robert S. Hensley Managing member (3) 1991 11 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave., Plainville 06062 860-351-0100; myhcg.com 8 1,500 23 12,000 Building programs for employers to control health care costs and increase benefits Stephanie Amato Managing partner 1994 12 Sinclair Risk & Financial Management (2) 35 Thorpe Ave., Suite 200, Wallingford 06492 203-265-0996; srfm.com 7 9 7 46 Employee benefits, property and casualty, home and auto insurance David Sinclair Founder & CEO 1971 13 Professional Business Insurers (PBI) (2) 62 LaSalle Road, West Hartford 06107 860-233-1171; pbiins.com 6 6 10 10 Employee benefits, group health plans, Medicare products, individual health insurance, 401(k), investment advisory service Jason Gutcheon Partner 1987 14 United Pension Designs LLC 1 Darling Drive, Suite 6, Avon 06001 860-498-8414; unitedpensiondesigns.com 5 5 5 5 Full-service third-party administration firm of retirement plans Mark Fishbein President 2017 15 PPI Benefit Solutions 10 Research Parkway, Wallingford 06492 888-674-0046; ppibenefits.com 4 5 59 65 Cloud-based technology, EDI, combined carrier billing and COBRA administration Luis Nunes Managing director 1972 16 Constitution Group of Wells Fargo Advisors 180 Glastonbury Blvd., Glastonbury 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 17 Odyssey Advisors Inc. (2) 11 Hayward Ave., Building 4, Colchester 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 & defined- contribution plans Parker Elmore President, CEO & actuary 1998 18 Benefit Resource Group LLC 17 Meriden Ave., Southington 06489 860-426-1602; benefit-resource-group.com 2 4 2 4 Employee benefits, retirement, commercial insurance, payroll, human resources and accounting support services Edward J. Rapacky III President 1991 Source: Each consultancy via survey. Note: N/A = Not available. OCIO = Outsourced chief investment officer. OPEB = Other post-employment benefits. (1) Data updated Dec. 14, 2022. (2) Data from 2021 survey. (3) Bobby Hensley and Margaret Jakubowski are members. -Compiled by: Timothy Doyle Hartford Ranked by number of local licensed consultants, then local employees as of May 2022 Consultancy Local licensed consultants/ companywide Local employees/ companywide Services offered Managing partner(s)/ year founded 1 The Schuster Group NFP 135 South Road, Farmington 06032 860-409-7520; schustergroupne.com 50 2,229 84 6,900 operty and casualty insurance, retirement and individual private client solutions Rollin G. Schuster Managing director 1993 2 USI Consulting Group 95 Glastonbury Blvd., Glastonbury 06033 860-633-5283; usicg.com 30 170 165 575 Retirement planning, investment, actuarial and Bill Tremko President & CEO 1975 3 PASI LLC 10 Talcott Notch Road, Farmington 06032 860-284-6880; pasiusa.com 28 28 31 35 Consulting, design, compliance and administration of Bryce Raymond David Beck David Wetsman Ron Fishman Quynhchau (Q) Le Partners 1996 4 Pension Consultants, Inc. 74 Batterson Park Road, Farmington 06032 860-676-8000; mypensionconsultants.com 25 25 35 35 Retirement plan design and administration for 401(k) and cash balance plans William J. Anastasiades President Frank P. Rossi VP & consulting actuary 1971 5 Fiducient Advisors , Windsor 06095 860-683-1187; 22 68 75 196 Retirement plans, endowments and foundations, Mark Wetzel Managing partner & president 1995 6 Hooker & Holcombe 1300 Hall Blvd., Suite 1C, 06002 860-521-8400; hhconsultants.com 20 20 57 70 Pensions restructuring, investment strategies and Richard S. Sych President 1956 7 Smith Brothers Insurance LLC 68 National Drive, Glastonbury 06033 860-652-3235; smithbrothersusa.com 19 23 147 196 , surety, 401(k) and risk management Joseph B. Smith President & CEO 1971 8 (1) 20 Church St., Hartford 06103 860-324-9747; mercer.com 15 4,000 20 5,000 Conventional areas of brokerage and consulting, complex specialty areas such as total health management Dawn O'Shaughnessy Principal & Hartford of 1937 9 OneDigital 195 Scott Swamp Road, Suite 100, Farmington 06032 860-409-7200; onedigital.com 12 2,100 46 3,000 esource consulting, pharmacy consulting, property and casualty solutions, retir Emily Bailey Managing principal 2000 Source: Each consultancy via survey. Note: N/A = Not available. OCIO = Outsourced chief investment of (1) Data from 2021 survey. -Compiled by: Timothy Doyle