Issue link: https://nebusinessmedia.uberflip.com/i/479449
Book of Lists 2014 Professional Services / Manufacturing / Technology 82 Hartford Business Journal • septemBer 22, 2014 www.HartfordBusiness.com Largest employee benefits consultants in the Hartford region (Ranked by number of local licensed employee benefits consultants as of May 2014) Rank Company Local licensed consultants/ Total licensed consultants Local employees/ Total employees Sell: 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 72 74 206 4,500 Y Y 401(k) and defined contribution, defined benefit and actuarial, health and welfare administration, health and welfare consulting and brokerage, underwriting/analytical, wellness, investment strategies and more. Bill Tremko President 1975 2 Milliman Inc. 80 Lamberton Rd. Windsor, CT 06095 860-687-2110; www.milliman.com 25 800 65 2,800 N Y Defined benefit actuarial, defined contribution record keeping, benefits administration outsourcing service, health and welfare consulting, benefits communication service, plan design and forecasting. Althea A. Schwartz Consulting Actuary 1947 3 PASI LLC 231 Farmington Ave. Farmington, CT 06032 860-284-6880; www.pasiusa.com 22 22 24 24 N Y 401(k) and 403(b), defined contribution and defined benefit plan design, administration, retirement plan investment advisory services, education and communication, record- keeping and payroll services. Ron Fishman David Wetsman Randy Bliss Principals 1996 3 Willis of CT 185 Asylum St. Hartford, CT 06103 860-278-1320 or 800-843-5404; www.willis.com 22 22 23 23 Y Y Employee benefits, pension 401(k), as well as property/ casualty, personal lines. John Lyon Managing Partner in CT 1982 5 Pension Consultants Inc. 74 Batterson Park Road Farmington, CT 06032 860-676-8000; www.mypensionconsultants.com 20 20 29 29 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. Michael J. Roach William J. Anastasiades Principals 1971 6 Hooker & Holcombe Inc. 65 LaSalle Rd. West Hartford, CT 06107 860-521-8400; www.hhconsultants.com 19 19 63 63 N Y (1) Comprehensive retirement plan, investment advisory and individual wealth management consulting services to corporations, nonprofits and municipalities in the Northeast region. Richard S. Sych President 1956 7 Smith Brothers Insurance Inc. 68 National Dr. Glastonbury, CT 06033 860-652-3235; www.smithbrothersusa.com 18 18 96 110 Y Y Independent insurance and financial services agency offering business and personal insurance, employee benefits, surety, 401(k), and risk management. Kimberley S. Connolly Executive Vice President 1971 8 Fiduciary Investment Advisors LLC 100 Northfield Dr., 4th Floor Windsor, CT 06095 860-683-187; www.fiallc.com 13 15 43 45 N Y Institutional investment advisory and co-fiduciary services for 401(k), 403(b), and defined benefit plan sponsors, as well as nonprofits. Mark Wetzel President 2006 8 The Health Consultants Group 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 13 15 31 35 Y N Full-service employee benefits agency, healthcare reform consulting, wellness programs, section 125 plans and administration, property and casualty insurance and financial services. Brien F. Beakey President 1994 10 C.M. Smith Agency Inc. 100 Western Blvd. Glastonbury, CT 06033 860-633-3611; www.cmsmith.com 12 12 25 25 Y Y Consultative broker services for clients on medical, dental, life, disability, wellness programs and voluntary benefits. John F. O'Connell President 1974 10 eBenefits Group Northeast LLC 30 Mill St. Unionville, CT 06085 860-675-4227; www.ebenefitsgroup.com 12 12 13 13 Y Y Full service employee benefits. Stephen J. Repka II Managing Principal 1995 10 Ovation, Now a Digital Benefit Advisors Co. 5 Batterson Park Rd., Ste. 1 Farmington, CT 06032 860-409-7200; www.ovationbenefits.com 12 378 42 529 Y N Independent employee benefits agency offering employee health, life, disability, dental, retirement, individual insurance, executive benefits, strategic wellness programs and collective bargaining support. William J. Carew CEO 2002 10 Schuster Driscoll LLC 135 South Rd. Farmington, CT 06032 860-409-7520; www.schusterdriscoll.com 12 13 18 19 Y Y Employee benefits, HR consulting, retirement plans, fiduciary guidance and specialty nonprofit programs. Rollin G. Schuster Jr. Managing Principal 1992 14 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-723-5770; www.mercer.com 10 NA 10 NA Y Y Brokerage, consulting, outsourcing, investments, strategic program development and implementation, private active and retiree exchange solutions. Gary C. Hartnett Partner 1937 14 Robert Hensley & Associates 10 Avon Meadow Ln. Avon, CT 06001 860-678-1090; www.hensleyassociates.com 10 10 13 13 Y Y Employee benefits including medical, dental, life, short- and long term disability and long-term care insurance, 401(k), retirement plans, asset management and individual insurance. Robert S. Hensley Joseph F. Shiman Margaret Jakubowski President Vice President Vice President 1991 16 The Segal Group 30 Waterside Dr., Ste. 300 Farmington, CT 06032 860-678-3000; www.segalco.com 9 212 26 966 Y Y Actuarial, benefits, compensation and human resources consulting. John Flynn Senior Vice President and East Regional Manager 1939 17 Professional Business Insurers 62 LaSalle Rd. West Hartford, CT 06107 860-233-1171; www.pbiins.com 8 8 12 12 Y Y Financial services, employee benefits, individual life, disability, long term care. Richard Gutcheon President 1985 18 Benefit Resource Group LLC 930 Meriden Waterbury Tpke., Ste. 2A Plantsville, CT 06479 860-426-1602; www.benefit-resource- group.com 7 8 9 9 Y Y Independent employee benefits broker and consultant offering health, dental, life, group disability and retirement services. Edward J. Rapacky III President 1991 19 Benefits Plus Inc. 20 Tower Ln. Avon, CT 06001 860-321-7964; www.benefitsplus.com 6 9 9 12 Y Y Design, sell and service medical, dental, life, disability pension, 401(k), 403(b) plans. Enrollment services for worksite benefits and human resource outsourcing. James W. Weiss President 1985 19 Constitution Advisory Group LLC 207 Pitkin St. East Hartford, CT 06108 860-882-1112; www.constitutionag.com 6 6 15 15 Y Y Wealth management, retirement plan services and employee benefits. Peter A. Sturrock Principal 2010 19 First Insure Inc. 270 Farmington Ave. Farmington, CT 06032-1909 860-677-5400; NA 6 NA 2 NA Y N Providing all services relating to supplemental employee benefit programs through the work site via payroll deduction. Professional counselors assist with benefit explanations, appropriate elections and personal Q and A. Douglas W. Clark President 1983 22 HUB International Northeast 433 S. Main St., Ste. 325 West Hartford, CT 06110 860-221-3310; www.hubinternational.com 5 375 6 613 Y N Employee benefits, wellness plans, voluntary benefits, executive benefits, life and long-term care, personal lines, property and casualty, liability. Jude Hinrichs Vice President/Associate Practice Leader 1952 Source: Individual companies, websites and news reports. Insite Benefits Solutions LLC was on the list in 2013 but did not participate this year. (1) Both institutional investment advisory and individual financial planning. —Compiled by Roger Magnus.