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235 Pine St., 10th Floor, San Francisco, Calif. 94104; 415-983-0100; fax: 415-983-0101
Premium volume $1,250,000,K $597,250,000
Gross revenues $163,300,000 $78,400,000
U.S. clients 100% 100%
Brokerage: Retail 61% 74%
U.S. offices $99,613,000 $58,016,000
Wholesale 2.8% NA
Personal lines 8.9% 9.7%
Services 25% 12.6%
Invstmt. income 1.5% 2.4%
Other 0.8% 1.3%
Total employees 1,647 857.5
Total offices 33 14
*Figures reported on þan annualized basis.
Retail brokerage: 83% commissions, 17% fees.
Employee benefits: 44% of revenues in 1996.
Acquisitions: Affiliated Insurance Consultants, Burr Ridge, Ill., December 1996; The Anderson Co., Houston, April 1996; BAC Risk Management Inc., Plantation, Fla., April 1997; Beckwith-Hightower & Renberg, Stockton, Calif., January 1996; Benefit Concepts Inc., Glastonbury, Conn., August 1996; Benefit Strategies Inc., Goffstown, N.H., October 1996; Black/White & Associates, Oakland, Calif., February 1996; Carpenter & Pelton Inc., Mount Kisco, N.Y., February 1996; Coastal Insurance Services Inc., Houma, La., December 1996; Daugherty & Co., Stockton, Calif., January 1996; Emerson Reid & Co., New York, December 1996; Morton A. Fink, Chicago, June 1996; Gillette & Co., Portland, Ore., January 1996; Henderson & Phillips Insurance, Norfolk, Va., July 1996; Henderson & Whaland, Manchester, N.H., May 1997; Horizon Financial Group, Plantation, Fla., May 1997; Hurley, Atkins & Stewart, Seattle, Wash., June 1996; International Benefit Services Corp., Fort Worth, Texas, November 1996; Johnson & Porter, Contoocook, N.H., February 1997; Karp Insurance Consultants, Plantation, Fla., September 1996; McCrea & Gallen Insurance, Wayne, Pa, December 1996; Moselle Agency, North Hollywood, Calif., December 1996; Premier Insurance, West Palm Beach, Fla., February 1997; Riverside Agency, Westport, Conn., March 1997; Roger Ryan & Co., Claremont N.H., August 1996; Shared Medical Alternatives, Riverside, Calif., September 1996; Stone & Michaud, Manchester, N.H., April 1996; Summit Perspectives, Stockton, Calif., April 1996; Vista Insurance Professionals, Vista, Calif., January 1996.
Retail brokerage offices: Glendale, North Hollywood, Oakland, Riverside, San Clemente, San Francisco, Sherman Oaks, Stockton, Vista and Woodland Hills, Calif.; Glastonbury and Westport, Conn.; Plantation and West Palm Beach, Fla.; Burr Ridge and Chicago, Ill.; Houma, La.; Springdale, Md.; Claremont, Contoocook, Goffstown, Manchester and Nashua, N.H.; Melville, Mount Kisco and New York, N.Y.; Cincinnati; Portland, Ore.; Allentown, Exton, Fort Washington and Wayne, Pa.; Fort Worth and Houston, Texas; Norfolk, Va.; Seattle.
Licensed excess/surplus broker in: All states.
Officers: Bernard H. Mizel, chairman/CEO; John Addeo, executive vp/COO; Dave Eslick, senior vp-sales/marketing; Michael Leonard, senior vp-finance/administration.
Contact: Rebecca Cardamone.
UVW/Elizabeth Group L.L.C.
1 Executive Drive, P.O. Box 6728, Somerset, N.J. 08875; 908-469-3000;
Premium volume $97,000,000 $91,600,000
Gross revenues $12,955,000 $12,108,000
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 65.5% 64%
U.S. offices $8,485,525 $7,749,120
Personal lines 27% 27%
Services 5.1% 5.2%
Invstmt. income 1.4% 1.8%
Other 1% 2%
Total employees 97 92
Total offices 2 2
Retail brokerage: 94% commissions, 6% fees.
Employee benefits: 10% of revenues in 1996.
Acquisitions: Nolan Agency, Bridgewater, N.J., September 1996; Allied Agency, Elizabeth and Morristown, N.J., May 1997.
Retail brokerage offices: Cranford, N.J.
Licensed excess/surplus broker in: New Jersey.
Officers: John N. Voorhees III, chairman; Stephen A. Warner, chairman-executive committee; Donald R. Readlinger, president; Robert Canarick, CFO/general counsel.
Contact: Stephen Warner.