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BOOK OF LISTS 2015-2016 Professional Services 74 Hartford Business Journal • decemBer 28, 2015 www.HartfordBusiness.com Largest employee-benefits consultants in the Hartford region (Ranked by number of local licensed employee-benefits consultants as of Oct. 2015) Rank Company Licensed consultants: local/ total Employees: local/ total 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 76 136 212 4,400 Y Y 401(k) and defined contribution, defined benefit and actuarial, health and welfare administration, consulting and brokerage, underwriting analytical, wellness, investment strategies, regulatory and compliance, employee communications and enrollment Bill Tremko President 1975 2 Ovation (1) 5 Batterson Park Road, Ste. 1 Farmington, CT 06032 860-409-7200; www.ovationbenefits.com 31 405 45 670 Y N Plan and risk management, regulatory compliance, plan design, medical management evaluations, financial analysis and reporting, benchmarking, technology solutions, customized workforce health programs, eligibility and enrollment administration Brian Driscoll Managing principal 2002 3 Milliman Inc. 80 Lamberton Road Windsor, CT 06095 860-687-2110; www.milliman.com 28 38 75 3,000 N N Consulting services for employee benefits, investment, compensation, health, life, financial, property and casualty Althea A. Schwartz Principal, consulting actuary 1947 4 PASI LLC 231 Farmington Ave. Farmington, CT 06032 860-284-6880; www.pasiusa.com 25 25 28 28 N Y Consulting, design and administration of 401(k), 403(b), 457, non- qualified, cash balance and defined benefit, plan benchmarking services, education and communication, record-keeping support and payroll services Ron Fishman David Wetsman Randy Bliss Principals 1996 4 Willis of CT LLC 185 Asylum St., Floor 25 Hartford, CT 06103 860-278-1320; www.willis.com 25 25 110 18,000 Y Y Brokerage and consulting services John Lyon Managing partner 1828 6 Pension Consultants Inc. 74 Batterson Park Road Farmington, CT 06032 860-676-8000; www.mypensionconsultants.com 23 NA 31 31 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 Frank P. Rossi Partners 1971 7 The Segal Group 30 Waterside Dr., Ste. 300 Farmington, CT 06032 860-678-3000; www.segalco.com 20 731 26 975 Y Y Actuarial, benefits, compensation and human resources consulting John Flynn Senior Vice President and East regional manager 1939 8 Smith Brothers Insurance LLC 68 National Dr. Glastonbury, CT 06033 860-652-3235; www.smithbrothersusa.com 17 17 140 144 Y Y Independent insurance and financial services agency offering business and personal insurance, employee benefits, surety, 401(k), risk management Kimberley S. Connolly Executive vice president 1971 9 C.M. Smith Agency Inc. 100 Pearl St. Hartford, CT 06103 860-990-6400; www.cmsmith.com 15 17 26 26 Y Y Employee benefits and insurance services John F. O'Connell President 1974 9 eBenefits Group Northeast LLC 30 Mill St. Unionville, CT 06085 860-675-4227; www.ebenefitsgroup.com 15 15 16 16 Y Y Full-service employee benefits Stephen J. Repka II Managing principal 1995 9 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-723-5770; www.mercer.com 15 15 20 6,360 Y Y Brokerage, consulting, outsourcing, investments, strategic program development and implementation, private active and retiree exchange solutions Brian Hirko Principal 1937 12 Fiduciary Investment Advisors LLC 100 Northfield Dr., 4th Floor Windsor, CT 06095 860-683-1187; www.fiallc.com 14 16 52 54 N Y Institutional investment advisory and co-fiduciary services for 401(k), 403(b), and defined-benefit plan sponsors, nonprofits and private clients Mark Wetzel President 2006 13 Robert Hensley & Associates 10 Avon Meadow Ln., Ste. 1 Avon, CT 06001 860-678-1090; www.hensleyassociates.com 13 13 14 14 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 Managing member 1991 14 May, Bonee & Walsh 180 Glastonbury Blvd. Glastonbury, CT 06033 860-430-3700; www.mayboneewalsh.com 10 10 14 14 Y Y Independent insurance and financial planning agency offering employee and executive benefits including medical, dental, life, long- and short-term disability, long-term care and 401(k) employee retirement plans Edwin H. May, III Philip M. Bonee Partners 1985 14 Schuster Driscoll LLC 135 South Road Farmington, CT 06032 860-409-7520; www.schusterdriscoll.com 10 11 19 20 Y Y Employee benefits, HR consulting services, retirement services, insurance Rollin G. Schuster President 1989 16 Hooker & Holcombe Inc. 65 LaSalle Road West Hartford, CT 06107 860-521-8400; www.hhconsultants.com 8 8 60 61 N Y (2) Comprehensive actuarial, retirement plan, and investment advisory consulting services for corporations, nonprofits and municipalities in the Northeast region; wealth management services are also available Richard S. Sych President 1956 17 Benefit Resource Group LLC 930 Meriden Waterbury Tpke., Ste. 2A Plantsville, CT 06479 860-426-1602; www.benefit-resource- group.com 7 7 11 11 Y Y Independent employee-benefits broker and consultant offering health, dental, life, group disability and retirement services Edward J. Rapacky III President 1991 17 The Health Consultants Group 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 7 10 27 32 Y N Designs for group medical, prescription drug, dental, vision, life, disability, voluntary, long-term care, employee-assistance programs, business travel accident, association programs, Health Reimbursement Arrangements and wellness programs Brien F. Beakey President 1996 19 Professional Business Insurers 62 LaSalle Road West Hartford, CT 06107 860-233-1171; www.pbiins.com 6 6 10 11 Y Y Employee-benefit plans, financial services Richard Gutcheon President 1987 20 Benefits Plus Inc. 20 Tower Lane Avon, CT 06001 860-321-7964; www.benefitsplus.com 4 10 3 13 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 21 First Insure Inc. 270 Farmington Ave. Farmington, CT 06032-1909 860-677-5400; NA 1 4 1 2 Y N Providing all services relating to supplemental-benefit programs through the worksite via payroll deduction; professional counselors assist with benefit explanations, appropriate elections and personal Q and A Douglas W. Clark President 1983 21 Odyssey Advisors Inc. 11 Hayward Ave., Bldg. 4 Colchester, CT 06415 860-537-9080; www.odysseyadvisors.com 1 1 6 7 Y N Actuarial and pension consulting, GASB 45 valuation and consulting, third-party administration for 401(k) plans, defined- benefit and contribution plans, health and welfare brokerage, administration and more Parker Elmore President, CEO and actuary 1998 Source: Individual companies, websites and news reports. (1) A Digital Benefit Advisors company. (2) Institutional investment advisory and individual financial planning. —Compiled by Stephanie R. Meagher.