Hartford Business Journal

Professional Services www.HartfordBusiness.com decemBer 26, 2016 • Hartford Business Journal 75 BOOK OF LISTS & ECONOMIC FORECAST 2016-2017 Largest employee-benefits consultants in Greater Hartford (Ranked by number of local licensed employee-benefits consultants as of October 2016) Rank Company Local licensed consultants/ Total Local employees/ Total 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 Acrisure LLC (1) 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 42 (2) 2,395 135 2,724 Y N Employee-benefit consulting, broker services, compliance, wellness programs, third-party administration for Section 105, 125 & 132 plans, property and casualty Brien F. Beakey President 1996 3 Milliman Inc. 80 Lamberton Road Windsor, CT 06095 860-687-2110; www.milliman.com 30 740 75 3,200 N N Consulting services for employee benefits, investment, compensation, health, life, financial, property and casualty Althea A. Schwartz Principal, consulting actuary 1947 4 The Segal Group 30 Waterside Drive, Suite 300 Farmington, CT 06032 860-678-3000; www.segalco.com 28 965 28 965 Y Y Actuarial, benefits, compensation and human-resources consulting John Flynn Sr. vice president and East regional manager 1939 5 PASI LLC 231 Farmington Ave. Farmington, CT 06032 860-284-6880; www.pasiusa.com 27 27 29 30 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 Principals 1996 6 OneDigital Health and Benefits (3) 5 Batterson Park Road, Suite 1 Farmington, CT 06032 860-409-7200; www.onedigital.com 25 NA 40 NA 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 regional managing principal 2002 7 Pension Consultants Inc. 74 Batterson Park Road Farmington, CT 06032 860-676-8000; mypensionconsultants.com 22 22 33 33 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 Willis Towers Watson 10 State House Square, 11th Floor Hartford, CT 06103 860-278-1320; willistowerswatson.com 22 NA 150 39,000 Y Y Brokerage and consulting services John Lyon Managing partner 1828 9 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-723-5770; www.mercer.com 21 16,000 21 20,000 Y Y Brokerage, consulting, outsourcing, investments, strategic program development and implementation, private active and retiree exchange solutions Dawn O'Shaughnessy Principal, Hartford office business leader 1937 10 Hooker & Holcombe 65 LaSalle Road West Hartford, CT 06107 860-521-8400; www.hhconsultants.com 19 19 68 68 N Y (4) Independent consulting and administrative services for defined- benefit and pension outsourcing, defined-contribution third-party administration and record-keeping services, institutional investment advisory services and individual wealth management services Richard S. Sych President 1956 11 Schuster Driscoll LLC 135 South Road Farmington, CT 06032 860-409-7520; schusterdriscoll.com 18 19 25 26 Y Y Brokerage and consulting firm in the areas of employee benefits, institutional co-fiduciary retirement services and human resources (5) Rollin G. Schuster President 1989 12 C.M. Smith Agency Inc. 100 Pearl St. Hartford, CT 06103 860-990-6400; www.cmsmith.com 16 16 22 22 Y Y Employee-benefit consulting and broker services, insurance and retirement services, data analytics, healthcare captive, compliance and wellness programs John F. O'Connell President 1974 13 eBenefits Group Northeast LLC 30 Mill St. Unionville, CT 06085 860-675-4227; ebenefitsgroup.com 15 15 16 16 Y Y Full-service employee benefits Stephen J. Repka II Managing principal 1995 13 Smith Brothers Insurance LLC 68 National Drive Glastonbury, CT 06033 860-652-3235; smithbrothersusa.com 15 17 136 141 Y Y Independent insurance and financial services agency, business and personal insurance, employee benefits, surety, 401(k) and risk management Kimberley S. Connolly Executive vice president 1971 15 Fiduciary Investment Advisors LLC 100 Northfield Drive, 4th Floor Windsor, CT 06095 860-683-1187; www.fiallc.com 14 17 55 59 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 16 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1 Avon, CT 06001 860-678-1090; 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 Managing member 1991 17 May, Bonee & Walsh 180 Glastonbury Blvd. Glastonbury, CT 06033 860-430-3700; mayboneewalsh.com 8 8 12 12 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 18 Benefit Resource Group LLC 930 Meriden Waterbury Turnpike, Suite 2A Plantsville, CT 06479 860-426-1602; 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 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 and 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 Supplemental-benefit programs via payroll deduction, professional counseling for benefit explanations, appropriate elections and personal questions Douglas W. Clark President 1983 21 Odyssey Advisors Inc. 11 Hayward Ave., Building 4 Colchester, CT 06415 860-537-9080; 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: Each company via survey. (1) The Health Consultants Group of Plainville became a subsidiary of Michigan-based Acrisure LLC in May 2016. (2) Figures include The Health Consultants Group of Plainville and Cheshire's HD Segur. (3) Formerly Ovation, A Digital Benefit Advisors company. (4) Institutional investment advisory and individual financial planning. (5) Founder of TANGO, a nonprofit organization providing affinity insurance and risk-management services specifically designed for the nonprofit sector. —Compiled by Stephanie R. Meagher.

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