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10 Hartford Business Journal • November 6, 2017 • www.HartfordBusiness.com Source: Each consultant via survey. Note: NA = Not available. (1) An additional location at 175 Powder Forest Drive in Weatogue. (2) The Health Consultants Group of Plainville became a subsidiary of Michigan-based Acrisure LLC in May 2016. (3) Figures include the Health Consultants Group of Plainville and Cheshire's HD Segur. (4) Formerly Ovation, A Digital Benefit Advisors company. (5) Institutional investment advisory and individual financial planning. (6) Founder of TANGO, a nonprofit organization providing affinity insurance and risk-management services specifically designed for the nonprofit sector. (7) May, Bonee & Co. was acquired by Hartford's Clark Agency LLC in April 2017; the combined firm now works out of Glastonbury. (8) Data from 2016 survey. —Compiled by Stephanie R. Meagher. THE LIST Largest employee-benefits consultants in Greater Hartford Ranked by number of local licensed employee-benefits consultants as of September 2017 FOCUS Largest employee-benefits consultants in Greater Hartford (Ranked by number of local licensed employee-benefits consultants as of September 2017) Rank Consultant Local licensed consultants/ Total Local employees/ Total Insurance/ Investment services Services offered Top local executive(s) Year founded 1 Willis Towers Watson (1) 10 State House Square, 11th Floor Hartford, CT 06103 860-278-1320; willistowerswatson.com 100 NA 150 40,000 Y Y Brokerage and consulting services Despina Buganski COO 1828 2 USI Consulting Group 95 Glastonbury Blvd. Glastonbury, CT 06033 860-633-5283; www.usicg.com 79 146 225 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 3 Acrisure LLC (2) 40 Corporate Ave. Plainville, CT 06062 860-351-0100; www.myhcg.com 42 (3) 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 insurance Stephanie Amato Managing partner, CIC 1996 4 Milliman Inc. 80 Lamberton Road Windsor, CT 06095 860-687-2110; www.milliman.com 36 800 80 3,400 N N Consulting services for employee benefits, investment, compensation, health, life, financial, property and casualty Althea A. Schwartz Principal & consulting actuary 1947 5 OneDigital Health and Benefits (4) 5 Batterson Park Road, Suite 1 Farmington, CT 06032 860-409-7200; www.onedigital.com 31 850 40 1,000 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 George Papagelis Managing principal 2002 6 PASI LLC 231 Farmington Ave. Farmington, CT 06032 860-284-6880; www.pasiusa.com 26 26 30 32 N N 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 7 The Segal Group 30 Waterside Drive, Suite 300 Farmington, CT 06032 860-678-3000; www.segalco.com 23 745 30 1,036 Y Y Actuarial, benefits, compensation and human-resources consulting and investment consulting through Segal Marco Advisors John Flynn Sr. vice president & COO 1939 8 Hooker & Holcombe 65 LaSalle Road West Hartford, CT 06107 860-521-8400; www.hhconsultants.com 22 22 69 69 N Y (5) Retirement plan and investment advisory consulting services for all types of qualified and non-qualified plans; plan design flexibility, defined-benefit and defined-contribution expertise, open architecture platform Richard S. Sych President 1956 8 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 10 Schuster Driscoll LLC 135 South Road Farmington, CT 06032 860-409-7520; schusterdriscoll.com 21 24 30 32 Y Y Brokerage and consulting firm in the areas of employee benefits, institutional co-fiduciary retirement services and human resources (6) Rollin G. Schuster President 1989 11 Mercer Health and Benefits 20 Church St. Hartford, CT 06103 860-723-5770; www.mercer.com 20 20 20 20 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 12 Smith Bros. Insurance LLC 68 National Drive Glastonbury, CT 06033 860-652-3235; smithbrothersusa.com 16 19 127 153 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 13 C.M. Smith Agency LLC, an Alera Group Co. 100 Pearl St. Hartford, CT 06103 860-990-6400; www.cmsmith.com 14 600 18 730 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 Fiduciary Investment Advisors LLC 100 Northfield Drive, 4th Floor Windsor, CT 06095 860-683-1187; www.fiallc.com 14 18 61 67 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 15 eBenefits Group Northeast LLC 30 Mill St. Unionville, CT 06085 860-675-4227; ebenefitsgroup.com 12 12 16 16 Y Y Full-service employee benefits Stephen J. Repka II Managing principal 1995 15 May, Bonee & Clark (7) 180 Glastonbury Blvd. Glastonbury, CT 06033 860-430-3700; www.mayboneeclark.com 12 12 17 17 Y Y Insurance and financial planning agency, employee and executive benefits including medical, dental, life, long- and short-term disability, long-term care and 401(k), employee retirement plans Daniel Clark Ryan Friedman Principals 1985 17 Robert Hensley & Associates 10 Avon Meadow Lane, Suite 1 Avon, CT 06001 860-678-1090; hensleyassociates.com 10 10 12 12 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 President 1991 18 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 19 Benefit Resource Group LLC 17 Meriden Ave. Southington, CT 06489 860-426-1602; benefit-resource- group.com 5 5 NA NA Y Y Independent employee-benefits broker and consultant offering health, dental, life, group disability and retirement services Edward J. Rapacky III President 1991 20 Benefits Plus Inc. (8) 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 20 First Insure Inc. 270 Farmington Ave. Farmington, CT 06032-1909 860-677-5400; NA 4 NA NA NA Y N Worksite-benefit programs via payroll deduction, professional counseling for benefit explanations, appropriate elections and personal questions Douglas W. Clark President 1983 22 Odyssey Advisors Inc. 11 Hayward Ave., Building 4 Colchester, CT 06415 860-537-9080; odysseyadvisors.com 1 1 6 6 Y N Actuarial and pension consulting, GASB 45/67/68/74/75 valuation and consulting, third-party administration for 401(k) plans, defined-benefit and defined-contribution plans, health and welfare brokerage, administration and more Parker Elmore President, CEO & actuary 1998 Source: Each consultant via survey. Note: NA = Not available. (1) An additional location at 175 Powder Forest Drive in Weatogue. (2) The Health Consultants Group of Plainville became a subsidiary of Michigan-based Acrisure LLC in May 2016. (3) Figures include the Health Consultants Group of Plainville and Cheshire's HD Segur. (4) Formerly Ovation, A Digital Benefit Advisors company. (5) Institutional investment advisory and individual financial planning. (6) Founder of TANGO, a nonprofit organization providing affinity insurance and risk-management services specifically designed for the nonprofit sector. (7) May, Bonee & Co. was acquired by Hartford's Clark Agency LLC in April 2017; the combined firm now works out of Glastonbury. (8) Data from 2016 survey. —Compiled by Stephanie R. Meagher.