T
Talbot Financial Corp.
7770 Jefferson N.E., Suite 200, Albuquerque, N.M. 87109; 505-828-4000;
fax: 505-828-0710
1996 1995
Premium volume $1,200,000,K $950,000,000
Gross revenues $38,458,000 $32,938,000
U.S. clients 100% 100%
Brokerage: Retail 42% 38%
U.S. offices $16,152,360 $12,516,440
Personal lines 14% 11%
Services 1% 1.0%
Invstmt. income 1.4% 1.7%
Other 41.6% 48.3%
Total employees 407 332
Total offices 18 9
Founded: 1957.
Parent: SAFECO Corp.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 8% of revenues in 1996.
Acquisitions: Goldware & Taylor, Riverside, Calif., November 1996; BHJ Inc., Sheridan, Wyo., February 1997.
Non-retail brokerage subsidiaries: NFC Consulting Group, Chicago; PNMR Securities Inc., Seattle.
Officers: Randall H. Talbot, president/CEO; Matthew J. Chavez, vp/CFO-Talbot Cos.; Robert I. Machacek, president-Talbot Agency of New Mexico & Texas; Douglas M. Brown, president/CEO-Talbot Financial Services; Kirk P. Christ, president-Talbot Agency of California Inc.
Contact: Randall H. Talbot.
Tanenbaum-Harber Co. Inc.
320 W. 57th St., New York, N.Y. 10019; 212-603-0210;
fax: 212-603-0397
1996 1995
Premium volume $210,600,000 $195,000,000
Gross revenues $21,500,000 $19,900,000
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 83% 83%
U.S. offices $17,545,000 $16,217,000
Non-U.S. offices $300,000 $300,000
Wholesale 5% 5%
Reinsurance 2% 2%
Personal lines 4% 4%
Services 4% 4%
Invstmt. income 2% 2%
Total employees 184 180
Total offices 6 6
Founded: 1860.
Retail brokerage: 91% commissions, 9% fees.
Employee benefits: 10% of revenues in 1996.
Retail brokerage offices: San Diego; Miami; Boston; D.R. Reiff & Associates, New York.
Non-retail brokerage subsidiaries: Common Market Agency, New York and London; Tanenbaum-Harber Reinsurance Intermediaries, New York; Thesco Consulting Actuaries, New York.
Licensed excess/surplus broker in: New York.
Officers: Robert K. Harris, chairman; Walter L. Harris, president; Alan N. Rovin, executive vp; James V. Maninno, Robert V. Donovan, Ronald S. Hanstien, Robert J. Pulver, senior vps; Randa Globerman, treasurer; Fred Jove, president-Tanenbaum-Harber of Florida; Richard J. Fleder, president-Thesco Consulting Actuaries Inc.
Contact: Robert K. Harris or Walter L. Harris.
Texas Insurance Agency Inc.
7550 IH-10 W., Suite 700, San Antonio, Texas 78229; 210-366-0671;
fax: 210-524-2087
1996 1995
Premium volume $72,500,000 $71,000,000
Gross revenues $7,500,000 $7,350,000
U.S. clients 100% 100%
Brokerage: Retail 69% 68%
U.S. offices $5,175,000 $5,000,000
Personal lines 25% 26%
Services 1% 1%
Invstmt. income 5% 5%
Total employees 130 131
Total offices 4 4
Founded: 1973.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 11% of revenues in 1996.
Retail brokerage offices: Austin, Houston and Uvalde, Texas.
Licensed excess/surplus broker in: Texas.
Officers: Joe Minihan, president-Austin, Houston, San Antonio agencies; Greg Stevens, vp; W.W. McAllister, secretary; Jim Carlisle, president-Uvalde agency.
Contact: Joe Minihan.
Thilman & Filippini
1 E. Wacker Drive, Suite 1800, Chicago, Ill. 60601; 312-527-9500; fax: 312-527-9509
1996 1995
Premium volume $65,000,000 $60,000,000
Gross revenues $6,800,000 $6,400,000
U.S. clients 95% 100%
Non-U.S. clients 5% NA
Brokerage: Retail 84% 85%
U.S. offices $5,712,000 $5,440,000
Personal lines 4% 5%
Services 10% 8%
Invstmt. income 2% 2%
Total employees 62 61
Total offices 1 1
Founded: 1980.
Retail brokerage: 13% commissions, 87% fees.
Employee benefits: 20% of revenues in 1996.
Licensed excess/surplus broker in: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Wisconsin.
Officers: E. Thomas Thilman, Thomas W. Filippini, Eric Mezmar, John Atkinson, Peter Kunz, partners.
Contact: E. Thomas Thilman.
Thoits Insurance Service Inc.
250 Cambridge Ave., Third Floor, Palo Alto, Calif. 94306-0190; 415-324-0606; fax: 415-853-3882
1996* 1995*
Premium volume $60,000,000 $60,000,000
Gross revenues $5,279,378 $5,092,069
U.S. clients 100% 100%
Brokerage: Retail 87% 84%
U.S. offices $4,593,059 $4,277,355
Personal lines 8% 10%
Services 2% 2%
Invstmt. income 3% 4%
Total employees 50 51
Total offices 1 1
**Fiscal years ending 1/31/96 and 1/31/95.
Founded: 1891.
Retail brokerage: 94% commissions, 6% fees.
Employee benefits: 18% of revenues in 1996.
Licensed excess/surplus broker in: Louisiana.
Officers: Donald A. Way, CEO; Kenneth K. Peterson, COO; George Descalso, vp.
Contact: Donald Way.
Timberline Insurance Managers Inc.
1300 MoPac Expressway S., Fourth Floor, Austin, Texas 78746; 512-434-8464;
fax: 512-434-8647
1996 1995
Premium volume $269,000,000 $209,000,000
Gross revenues $24,551,290 $17,818,385
U.S. clients 100% 100%
Brokerage: Retail 44.1% 44.5%
U.S. offices $10,827,119 $7,929,181
Wholesale 6.9% 4.9%
Personal lines 6.2% 7.3%
Services 0.6% 1.1%
Invstmt. income 1.8% 2.3%
Other 40.4% 39.9%
Total employees 171 112
Total offices 5 5
Founded: 1957.
Parent: Lumbermen's Investment Corp.
Retail brokerage: 83.5% commissions, 16.5% fees.
Employee benefits: 0.4% of revenues in 1996.
Acquisitions: The Insurance MarketPlace Inc., Austin, Texas, September 1996; Rubiola, Blair & Associates Inc., San Antonio, January 1996.
Retail brokerage offices: The Insurance MarketPlace Inc., Austin, Texas; Timberline Insurance Services Inc.: Baytown, El Paso and San Antonio, Texas.
Licensed excess/surplus broker in: Texas.
Officers: Hal Shults, president; Larry Bynum, senior vp; Brian Elkouri, treasurer; Patricia Bridgwater, vp; J. Bradley Johnston, secretary.
Contact: Brian Elkouri.
Trade Insurance Services Inc.
1450 E. American Lane, 20th Floor, Schaumburg, Ill. 60173; 847-517-2990;
fax: 847-517-2399
1996 1995
Premium volume $37,331,015 $43,500,000
Gross revenues $8,548,791 $8,400,000
U.S. clients 97.95% 97.5%
Non-U.S. clients 2.05% 2.5%
Brokerage: Retail 78% 80%
U.S. offices $6,531,362 $6,520,000
Non-U.S. offices $136,695 $200,000
Invstmt. income 3% 4%
Other 19% 16%
Total employees 94 100
Total offices 9 13
Founded: 1980.
Parent: Intercargo Corp.
Retail brokerage: 99% commissions, 1% fees.
Retail brokerage offices: Los Angeles and San Francisco; Miami; Atlanta; Boston; New York; Charlotte, N.C.; Houston; Seattle; Toronto; Hong Kong.
Licensed excess/surplus broker in: California, Florida, New York, Texas.
Officers: Gary C. Bhojwani, president; Ronda L. Chuoke, vp-agency operations.
Contact: Sharon Barry, director-marketing, 847-517-2311 or Patti Earnest, executive assistant, 847-517-2351.
Transportation Insurance Managers
11300 N. Central Expressway, Suite 510, Dallas, Texas 75243; 214-373-4566;
fax: 214-373-4572
1996* 1995*
Premium volume $13,000,000 $11,000,000
Gross revenues $1,172,786 $954,489
U.S. clients 100% 100%
Brokerage: Retail 90.1% 96.6%
U.S. offices $1,056,680 $922,036
Services 5.8% NA
Invstmt. income 4.1% 3.4%
Total employees 9 8
Total offices 3 4
**Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1983.
Retail brokerage: 100% commissions.
Employee benefits: 1% of revenues in 1996.
Retail brokerage offices: Houston; Ventura, Calif.
Officers: Dale Weatheread, president; Bob Hunt, vp/secretary; Jerry Gillikin, vp.
Contact: Bob Hunt.
The Tribus Cos.
65 Willowbrook Blvd., Fifth Floor, Wayne, N.J. 07470; 973-890-1818;
fax: 973-890-7841
1996* 1995*
Premium volume $252,000,000 $206,000,000
Gross revenues $12,600,000 $10,300,000
U.S. clients 100% 100%
Brokerage: Retail 99% 99%
U.S. offices $12,474,000 $10,197,000
Personal lines 1% 1%
Total employees 149 142
Total offices 3 3
**Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1967.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 75% of revenues in 1996.
Retail brokerage offices: Lakewood and Jamesburg, N.J.
Non-retail brokerage subsidiaries: Agency Resources Inc., Wayne, N.J.
Officers: Donald M. Tribus, CEO; Howard Maltzman, president; Bob Musto, Jeff Schwarzwaelder, William Bittner, senior vps.
Contact: Jack Appleman, director-communications, 973-890-1818, ext. 499.