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HARTFORDBUSINESS.COM | JULY 24, 2023 27 THE LISTS Largest employee-benefits consultants in Greater Hartford Ranked by number of local licensed consultants, then local employees 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 102 4,600 177 10,000 Retirement planning, investment, actuarial and benefits consulting Bill Tremko President & CEO 1975 2 NFP (2) 29 South Main St., Suite 300, West Hartford 06107 860-409-7520; nfp.com 53 N/A 126 7,400 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 42 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 Wetsman Quynhchau (Q) Le David Beck Ron Fishman Partners 1996 4 Pension Consultants Inc. 10 Waterside Drive, Farmington 06032 860-676-8000; mypensionconsultants.com 27 N/A 37 N/A 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 Vice president & consulting actuary 1971 5 Fiducient Advisors 100 Northfield Drive, 4th Floor, Windsor 06095 860-683-1187; fiducientadvisors.com 20 71 80 203 Retirement plans, endowments and foundations, private clients, financial institutions, OCIO Mark Wetzel Managing partner & president 1995 6 Smith Brothers Insurance LLC 68 National Drive, Glastonbury 06033 860-652-3235; smithbrothersusa.com 14 19 121 214 Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Joseph B. Smith President & CEO 1971 7 OneDigital 195 Scott Swamp Road, Suite 100, Farmington 06032 860-409-7200; onedigital.com 12 N/A 85 3,724 Employee benefits, human resource consulting, pharmacy consulting, property and casualty solutions, retirement and wealth management, global benefits Emily Bailey Managing principal 2000 8 Odyssey Advisors Inc. 11 Hayward Ave., Building 4, Colchester 06415 860-537-9080; odysseyadvisors.com 11 13 11 13 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 9 Assured Partners New England (ARM) (3) One Financial Plaza, Hartford 06103 860-524-7600; assuredpartners.com/HartfordCT 10 N/A 105 N/A Property and casualty insurance, risk management, employee benefits, retirement services Mike Ross President 2011 10 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave., Plainville 06062 860-351-0100; myhcg.com 10 N/A 20 14,000 Programs for employers to control health care costs and increase benefits Stephanie Amato Managing partner 1994 10 Mercer Health and Benefits 20 Church St., Hartford 06103 860-324-9747; mercer.com 10 N/A 20 N/A Conventional areas of brokerage and consulting, complex specialty areas such as total health management Dawn O'Shaughnessy Principal & Hartford office leader 1937 12 AJC Insurance Agency of Rocky Hill 1850 Silas Deane Highway, Rocky Hill 06067 860-721-0922; ajcinsagency.com 10 N/A 15 N/A Insurance for auto, home, business, life and motorcycle Daniel M. Pedra Principal 1995 13 May, Bonee & Clark | Risk Strategies Co. 180 Glastonbury Blvd., Glastonbury 06033 860-430-3700; mayboneeclark.com 8 N/A 19 19 Employee benefits with medical, dental, life, disability, voluntary, long term care; property & casualty insurance and 401(k) retirement plans Tom Clark Ryan Friedman Dan Clark Managing directors 1985 14 Robert Hensley & Associates LLC 10 Avon Meadow Lane, Suite 1, Avon 06001 860-678-1090; hensleyassociates.com 6 N/A 8 N/A Employee benefits, wealth management, individual life, disability and long term care insurance Robert S. Hensley Managing member (4) 1991 15 PPI Benefit Solutions 10 Research Parkway, Wallingford 06492 888-674-0046; ppibenefits.com 5 6 60 71 Cloud-based benefits administration and technology, EDI, combined carrier billing and COBRA administration Luis Nunes Managing director 1969 16 Byrnes Agency Inc. 394 Lake Road, P.O. Box 739, Dayville 06241 860-774-8549; byrnesagency.com 5 N/A 30 N/A Personal and business insurance Jay Byrnes President 1932 17 Professional Business Insurers (PBI) 62 LaSalle Road, West Hartford 06107 860-233-1171; pbiins.com 5 N/A 8 N/A Employee benefits, group health plans, Medicare products, individual health insurance, 401(k), investment advisory service Jason Gutcheon Partner 1987 18 Nesso Group 409 Canal St., Milldale 06467 860-374-4010; nessogroup.com 4 N/A 8 N/A Employee-benefits administration, insurance for home, auto, business and more Terry Bongiovanni Founder & advisor 2022 19 Crystal Financial Insurance Services 915 Sullivan Ave., Suite 9, South Windsor 06074 860-436-9522; crystalfinancialinsurance.com 4 4 4 4 Health, life and disability including Medicare supplements & advantage plans, annuities, dental and more Jennifer L. Lovett President & CEO 2006 20 Thomas Fahy Insurance Agency Inc. 433 S. Main St., Suite 118, West Hartford 06110 860-232-1330; fahyinsurance.com 2 N/A 13 N/A Life, health, and group benefits Gary A. Hunt President Steven G. Hunt Vice president 1964 21 Paradiso Insurance 8 E. Main St., Stafford Springs 06076 860-684-5270; paradisoinsurance.com 2 N/A 5 53 Personal and commercial insurance Chris Paradiso Owner 2006 22 AIM Insurance Agency Inc. 237 Salmon Brook St., Granby 06035 860-413-9149; aiminsinc.com 1 N/A 5 N/A Health, life and disability insurance; personal and commercial lines Chris O'Neil Owner & principal 2004 Source: Each consultancy via survey as of Q2 2023. Note: N/A = Not available. OCIO = Outsourced chief investment officer. OPEB = Other post-employment benefits. (1) Acquired Bloomfield's Hooker & Holcombe in May 2023. (2) Formerly The Schuster Group NFP. (3) People's United Insurance Agency (PUIA) joined ARM in 2020. (4) Bobby Hensley and Margaret Jakubowski are members. -Compiled by: Stephanie R. Meagher, research@nebusinessmedia.com LARGEST EMPLOYEE-BENEFITS CONSULTANTS IN GREATER HARTFORD Ranked by number of local licensed consultants, then local employees