Issue link: https://nebusinessmedia.uberflip.com/i/1524137
HARTFORDBUSINESS.COM | JULY 22, 2024 21 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 95 4,600 165 10,000 Retirement planning, investment, actuarial and benefits consulting Bill Tremko President & CEO 1975 2 NFP, an AON co. (2) 29 South Main St., Suite 300, West Hartford 06107 860-409-7520; nfp.com 53 (3) N/A 126 (3) 7,400 (3) Employee benefits, specialized property and casualty insurance, retirement and individual private client solutions Rollin G. Schuster Managing director, NFP 1993 3 Pension Consultants Inc. 10 Waterside Drive, Farmington 06032 860-676-8000; mypensionconsultants.com 28 28 36 36 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 4 PASI LLC 10 Talcott Notch Road, Farmington 06032 860-284-6880; pasiusa.com 28 (3) 31 (3) N/A N/A 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 5 Mercer Health and Benefits 20 Church St., Hartford 06103 860-324-9747; mercer.com 26 58 26 N/A Conventional areas of brokerage and consulting, complex specialty areas such as total health management Dawn O'Shaughnessy Principal & Hartford office leader 1937 6 Fiducient Advisors 100 Northfield Drive, 4th Floor, Windsor 06095 860-683-1187; fiducientadvisors.com 18 63 80 215 Retirement plans, endowments and foundations, private clients, financial institutions, OCIO Sabrina Bailey CEO 1995 7 Ohanesian Lecours Inc. 74 Batterson Park Road, Suite 303, Farmington 06032 860-521-4751; ol-advisors.com 18 N/A 24 N/A Wealth management services including employer retirement planning Richard Ohanesian Steven Howard Christopher Seeley Partners 1989 8 OneDigital 195 Scott Swamp Road, Suite 100, Farmington 06032 860-409-7200; onedigital.com 16 N/A 55 4,200 Employee benefits, human resource consulting, pharmacy consulting, property and casualty solutions, retirement and wealth management, global benefits Emily Bailey Managing principal 2000 9 Smith Brothers Insurance LLC 68 National Drive, Glastonbury 06033 860-652-3235; smithbrothersusa.com 14 (3) 19 (3) 66 235 Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Joe B. Smith President & CEO 1971 10 Acrisure LLC dba The Health Consultants Group 40 Corporate Ave., Plainville 06062 860-351-0100; myhcg.com 8 N/A 20 16,000 Programs for employers to control health care costs and increase benefits Stephanie Amato Managing partner 1994 11 Odyssey Advisors Inc. 11 Hayward Ave., Building 4, Colchester 06415 860-537-9080; odysseyadvisors.com 8 12 8 12 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 12 AJC Insurance Agency of Rocky Hill 1850 Silas Deane Highway, Rocky Hill 06067 860-721-0922; ajcinsagency.com 7 N/A 10 N/A Insurance for auto, home, business, life and motorcycle Daniel M. Pedra Principal 1995 13 Robert Hensley & Associates LLC 10 Avon Meadow Lane, Suite 1, Avon 06001 860-678-1090; hensleyassociates.com 7 N/A 8 N/A Employee benefits, wealth management, individual life, disability and long term care insurance Robert S. Hensley Managing member Robert W. Hensley Member Margaret Jakubowski Member 1991 14 May, Bonee & Clark | Risk Strategies Co. 180 Glastonbury Blvd., Glastonbury 06033 860-430-3700; mayboneeclark.com; mayboneeclarkfs.com 6 159 19 5,000 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 1997 15 Cassidy Financial Services LLC (4) 1 Pasco Drive, East Windsor 06088 860-623-0104; cassidyfinancialservices.com 6 7 8 9 Business retirement services including SEP-IRA, SIMPLE-IRA and 401(k) Brian Cassidy Principal 2006 16 PPI Benefit Solutions 10 Research Parkway, Wallingford 06492 888-674-0046; ppibenefits.com 6 (3) 6 (3) N/A N/A Cloud-based benefits administration and technology, EDI, combined carrier billing and COBRA administration Luis Nunes Managing director 1969 17 Assured Partners New England (ARM) One Financial Plaza, Hartford 06103 860-524-7600; assuredpartners.com/HartfordCT 5 N/A 200 N/A Property and casualty insurance, risk management, employee benefits, retirement services Hank Dominioni President, Conn. Platform 2011 18 NBT Wealth Management & NBT Insurance Agency 2670 Main St., Glastonbury 06033 860-494-2345; nbtbank.com 4 N/A 14 N/A Wealth management including business retirement plan services Andreas Kapetanopoulos Regional president Scott Kingsley President & CEO 1856 19 Nesso Group 409 Canal St., Milldale 06467 860-374-4010; nessogroup.com 4 (3) N/A 8 (3) N/A Employee-benefits administration, insurance for home, auto, business and more Terry Bongiovanni Founder & advisor 2022 20 Crystal Financial Insurance Services 915 Sullivan Ave., Suite 9, South Windsor 06074 860-436-9522; crystalfinancialinsurance.com 4 4 5 5 Health, life and disability including Medicare supplements & advantage plans, annuities, dental and more Jennifer L. Lovett President & CEO 2006 21 United Pension Designs LLC 15 Enford St., Suite 1039, Avon 06001 860-498-8414; unitedpensiondesigns.com 4 N/A 4 N/A Full-service third-party administration of retirement plans Mark Fishbein President 2017 Source: Each consultancy via survey as of Q2 2024. Note: N/A = Not available. OCIO = Outsourced chief investment officer. OPEB = Other post-employment benefits. (1) Acquired Bloomfield's Hooker & Holcombe in May 2023; acquired Rochester, N.Y.-based Burke Group in January 2024. (2) In April, Dublin-based AON acquired NFP, which continues to operate independently under the AON umbrella. (3) Data from 2023 survey. (4) Additional offices in Somers and Suffield. -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