The Sklover Group
400 Post Ave., Westburg, N.Y. 11590; 516-333-6011; fax: 516-333-6608
1996 1995
Premium volume $17,000,000 $17,500,000
Gross revenues $1,900,000 $2,000,000
U.S. clients 80% 80%
Non-U.S. clients 20% 20%
Brokerage: Retail 75% 75%
U.S. offices $1,425,000 $1,500,000
Reinsurance 10% 10%
Personal lines 10% 10%
Services 3% 3%
Invstmt. income 2% 2%
Total employees 8 8
Total offices 2 2
Founded: 1964.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 10% of revenues in 1996.
Retail brokerage offices: New York.
Non-retail brokerage subsidiaries: The Sklover Benefits Group Inc., Westburg, N.Y.
Officers: Richard Sklover, chairman; Andrew Sklover, president; James Herrmann, vp.
Contact: Richard Sklover.
Donald F. Smith & Associates
3120 Princeton Pike, Lawrenceville, N.J. 08648; 609-895-1616;
fax: 609-895-1511
1996 1995
Premium volume $92,000,000 $105,000,000
Gross revenues $4,175,000 $4,780,000
U.S. clients 100% 100%
Brokerage: Retail 85% 87%
U.S. offices $3,548,750 $4,158,600
Personal lines 6% 6%
Services 4% 4%
Invstmt. income 5% 3%
Total employees 65 65
Total offices 3 3
Founded: 1965.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 19% of revenues in 1996.
Retail brokerage offices: Wallingford, Conn.; New York; Richmond, Va.
Licensed excess/surplus broker in: New Jersey, New York.
Officers: R.M. Neumann, executive vp; Robert B. Bainbridge, senior vp; Cynthia K. List, Ronald Keefe, Harry Hall III, vps.
Contact: R.M. Neumann.
Smith Watson Parker Insurance
2590 Hollywood Blvd., Hollywood,
Fla. 33020; 954-925-2590;
fax: 954-920-0641
1996 1995
Premium volume $34,500,000 $33,800,000
Gross revenues $4,600,000 $4,400,000
U.S. clients 100% 100%
Brokerage: Retail 88% 87.2%
U.S. offices $4,048,000 $3,836,800
Personal lines 10.5% 10.9%
Invstmt. income 1.5% 1.9%
Total employees 34.5 34.5
Total offices 1 1
Founded: 1934.
Retail brokerage: 100% commissions.
Licensed excess/surplus broker in: Florida.
Officers: Thomas Cotter, president; Andrew Spargo, COO/vp; Larry Vaught, secretary.
Contact: Andrew Spargo.
Starkweather & Shepley Inc.
60 Catamore Blvd., East Providence, R.I. 02914; 401-435-3600;
fax: 401-438-0150
1996 1995
Premium volume $91,843,000 $82,291,000
Gross revenues $11,100,000 $10,300,000
U.S. clients 100% 100%
Brokerage: Retail 68% 73%
U.S. offices $7,548,000 $7,519,000
Wholesale 8% 10%
Personal lines 17% 13%
Services 3% 1%
Invstmt. income 4% 3%
Total employees 104 100
Total offices 3 3
Founded: 1879.
Retail brokerage: 94% commissions, 6% fees.
Employee benefits: 6% of revenues in 1996.
Retail brokerage offices: J.P. Slade, Fall River, Mass.; Starkweather & Shepley Insurance, Westerly, R.I.
Non-retail brokerage subsidiaries: RISCO Inc., East Providence, R.I.
Officers: Richard A. Bentfield, president; Natale P. Calamis, senior vp; Fred R. Tripp, executive vp; William P. McGillivray, vp/treasurer.
Contact: Richard A. Bentfield.
Steel Burrill Jones
Group P.L.C.
100 Whitechapel, London E1 1JG, England; 44-171-816-2000;
fax: 44-171-816-2444
1996 1995
Premium volume $499,200,000 $615,420,000
Gross revenues $68,952,000 $76,848,600
U.S. clients 6% 9%
Non-U.S. clients 94% 91%
Brokerage: Retail 35% 34%
Non-U.S. offices $24,133,200 $26,128,524
Wholesale 20% 19%
Reinsurance 8% 14%
Personal lines 9% 8%
Services 18% 14%
Invstmt. income 10% 11%
Total employees 734 799
Total offices 11 11
Founded: 1977.
Retail brokerage: 55% commissions, 45% fees.
Employee benefits: 14% of revenues in 1996.
Retail brokerage offices: Devitt Insurance Services Ltd., London; SBJ Benefit Consultants Ltd., Birmingham, Bristol, Leatherhead, London, Reading and Stockport, England; SBJ Employment & Safety Services Ltd., Coventry, England; SBJ Stephenson Ltd., Birmingham, Bristol, Gravesend, London, New Malden and Stockport, England.
Non-retail brokerage subsidiaries: Helix UK Ltd., London; Nelson Steavenson Bloodstock Ltd., London; Steel Burrill Jones Ltd., London.
Officers: Clive Richards, chairman; George Boden, CEO; Christopher Birrell, CFO; Bill Barratt, retail; Peter Gray, benefit consultancy; Jim Clark, London market.
Contact: Christopher Birrell.
Sterling & Sterling Inc.
161 Great Neck Road, Great Neck, N.Y. 11021; 516-487-0300;
fax: 516-487-0372
1996 1995
Premium volume $69,750,000 $65,000,000
Gross revenues $9,054,978 $8,464,816
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 89% 88%
U.S. offices $8,058,930 $7,449,038
Personal lines 6% 5%
Services 4% 6%
Invstmt. income 1% 1%
Total employees 87 84
Total offices 1 1
Founded: 1932.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 9% of revenues in 1996.
Licensed excess/surplus broker in: New York.
Officers: David A. Sterling, president; Howard R. Meyers, senior vp; Mark Kaplan, vp-finance; Ann Frantzen, Carol Schindell, vps.
Contact: Mark Kaplan, 516-773-8605.
DeWitt Stern Group Inc. (DeWitt Stern Group Planning Services L.L.P.)
420 Lexington Ave., New York,
N.Y 10170; 212-867-3550;
fax: 212-983-6483
1996* 1995*
Gross revenues $8,050,000 $7,810,000
U.S. clients 90% 90%
Non-U.S. clients 10% 10%
Brokerage: Retail 78% 76%
U.S. offices $5,779,000 $5,435,600
Non-U.S. offices $500,000 $500,000
Wholesale 1% 1%
Personal lines 20% 22%
Services 1% 1%
Total employees 85 83
Total offices 3 3
**Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1899.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 12% of revenues in 1996.
Retail brokerage offices: DeWitt Stern Imperatore Ltd., Weehawken, N.J.; DeWitt Stern Crow, Coral Gables, Fla.
Licensed excess/surplus broker in: New Jersey, New York.
Officers: Jolyon F. Stern, president/CEO; Gilbert Andrus, executive vp; James L. Lippe, senior vp; Bertram B. Fisher, Frank B. McKown, vps; Jay Hochfelsen, president-DeWitt Stern Group Planning Services L.L.C.; David Flecker, executive vp-DeWitt Stern Group Planning Services L.L.C.; David O'Dowd, managing director-DeWitt Stern Imperatore Ltd.
Contact: Gilbert Andrus.
Summit Global Partners Inc.
500 N. Akard, Suite 2500, Dallas, Texas 75201; 214-740-2750;
fax: 214-740-2750
1996* 1995*
Premium volume $155,400,000 $57,820,000
Gross revenues $20,510,000 $8,260,000
U.S. clients 97% 94%
Non-U.S. clients 3% 6%
Brokerage: Retail 83% 87%
U.S. offices $17,023,300 $7,186,200
Personal lines 8% 6%
Services 6% 4%
Invstmt. income 3% 3%
Total employees 206 73
Total offices 13 6
**Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1995.
Retail brokerage: 89% commissions, 11% fees.
Employee benefits: 6% of revenues in 1996.
Acquisitions: Amicon Insurance, Essex Fells, N.J., December 1996; Bailey Insurance, Dallas, November 1996; Fields/Stewart/Dolliver, Dallas and San Angelo, Texas, May 1997; Pitts, Rolling, Schnell & Wagner, Austin, Texas, January 1997.
Retail brokerage offices: Durango, Colo.; Chicago; Essex Fells, N.J.; Albuquerque, N.M.; Austin, Houston and San Angelo, Texas; Milwaukee, Wis.; Hamilton, Bermuda.
Licensed excess/surplus broker in: Colorado, Illinois, New Jersey, New Mexico, Texas, Wisconsin.
Officers: Gary R. Griffith, chairman/CEO; Robert J. Hogan, president/COO; C. Jeff Pan, executive vp/CFO.
Contact: Gary R. Griffith.