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CFG Insurance Services Inc.
9800 Brew Road E., Minnetonka, Minn. 55343; 612-945-0200;
fax: 612-945-9477
1996* 1995*
Premium volume $75,000,000 $72,000,000
Gross revenues $7,126,000 $6,859,000
U.S. clients 100% 100%
Brokerage: Retail 86% 85.2%
U.S. offices $6,128,360 $5,843,868
Wholesale 1% 2.9%
Personal lines 6% 5.7%
Services 6% 5%
Invstmt. income 1% 1.2%
Total employees 80 77
Total offices 1 2
*Fiscal years ending 3/31/97 and 3/31/96.
Founded: 1974.
Retail brokerage: 99.66% commissions, 0.34% fees.
Employee benefits: 6% of revenues in 1996.
Officers: Eldon Oldre, president; Scott Drew, A.J. Dordel, Bob Schmitz, vps.
Contact: Mickey Webb, accounting manager.
Cal-Central Insurance & Management Services Inc.
2455 W. Shaw Ave., Suite 101, Fresno, Calif. 93711; 209-222-4471;
fax: 209-225-5041
1996* 1995*
Premium volume $11,483,858 $11,988,733
Gross revenues $1,618,463 $1,889,540
U.S. clients 100% 100%
Brokerage: Retail 64% 66%
U.S. offices $1,035,816 $1,247,096
Wholesale 30% 29%
Services 3% 2%
Invstmt. income 3% 3%
Total employees 10 10
Total offices 1 1
*Fiscal years ending 6/30/96 and 6/30/95.
Founded: 1983.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 14% of revenues in 1996.
Officers: Ronald J. Stewart, president; Catherine A. Adams, Daniel B. Frainer, David M. Stewart, vps.
Contact: Ronald J. Stewart.
The Cal-Surance Cos.
333 City Blvd. W., Suite 900, Orange, Calif. 92868; 714-939-0800;
fax: 714-939-7445
1996 1995
Premium volume $85,600,000 $131,156,700
Gross revenues $12,783,000 $17,183,366
U.S. clients 100% 100%
Brokerage: Retail 74% 85%
U.S. offices $9,447,000 $14,684,910
Wholesale 5% 2%
Services 14% 7%
Invstmt. income 7% 5%
Other NA 1%
Total employees 90 129
Total offices 1 2
Founded: 1962.
Parent: Chartered Financial Services Corp.
Retail brokerage: 85% commissions, 15% fees.
Acquisitions: DAVCO Insurance Services, Orange, Calif., March 1997.
Retail brokerage offices: Cal-Surance Associates Inc., Orange, Calif.
Non-retail brokerage subsidiaries: Lancer Claims Services Inc., Orange, Calif.; Sterling Insurance Co. Ltd., Hamilton, Bermuda; Sterling Reinsurance Intermediaries Inc., Orange, Calif.; Trans Asian Insurance Services, Orange, Calif.; United Network of Insurance Services Inc., Orange, Calif.
Licensed excess/surplus broker in: California.
Officers: Donald E. Martin, president/CEO; Thomas R. Linn, executive vp/CFO.
Contact: Donald E. Martin.
Calco Insurance Brokers & Agents Inc.
2000 Alameda de las Pulgas, San Mateo, Calif. 94403; 415-574-0773;
fax: 415-572-4622
1996 1995
Premium volume $211,000,000 $231,000,000
Gross revenues $20,070,000 $19,000,000
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 97% 98%
U.S. offices $19,467,900 $18,620,000
Wholesale 1% 1%
Personal lines 1% 0.05%
Invstmt. income 1% 0.05%
Total employees 167 160
Total offices 5 5
Founded: 1937.
Parent: California Casualty Management Co.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 16% of revenues in 1996.
Retail brokerage offices: Glendale, Orange, Sacramento and San Diego, Calif.
Licensed excess/surplus broker in: California.
Officers: Peter Goldberg, chairman; Kai Anderson, vice chairman; Donald Fey, president; Charles Gross, executive vp.
Contact: Donald Fey, 415-377-3908.
Caledonian Insurance Group Inc.
3023 80th Ave. S.E., Suite 300, Mercer Island, Wash. 98040; 206-232-9870;
fax: 206-232-9515
1996 1995
Premium volume $12,800,000 $13,000,000
Gross revenues $1,500,000 $1,550,000
U.S. clients 93.5% 90%
Non-U.S. clients 6.5% 10%
Brokerage: Retail 91.4% 91.5%
U.S. offices $1,371,000 $1,418,250
Wholesale 3% 4%
Services 2.1% 1%
Invstmt. income 3.5% 3.5%
Total employees 14 13
Total offices 2 2
Founded: 1988.
Retail brokerage: 94.5% commissions, 5.5% fees.
Retail brokerage offices: Spokane, Wash.
Licensed excess/surplus broker in: Alaska, Pennsylvania, Utah, Washington.
Officers: Anthony Cowan, president; Larry Maloney, senior vp; Jo Ann Trimble, vp; Mike Weaver, Susan Tolle, assistant vps.
Contact: Anthony Cowan.
Cambridge Underwriters Ltd.
15415 Middlebelt Road, Livonia, Mich. 48154; 313-525-2412;
fax: 313-525-0612
1996 1995
Premium volume $28,835,646 $26,437,000
Gross revenues $4,711,123 $4,415,242
U.S. clients 100% 100%
Brokerage: Retail 83% 83%
U.S. offices $3,910,232 $3,664,651
Personal lines 6% 5%
Services 1% 3%
Invstmt. income 2% 2%
Other 8% 7%
Total employees 43 38
Total offices 1 1
Founded: 1974.
Retail brokerage: 99% commissions, 1% fees.
Licensed excess/surplus broker in: Michigan.
Officers: Kenneth R. Hale, president/CEO.
Contact: Kenneth R. Hale.
The Capacity Group of Cos.
120 Pleasant Ave., Upper Saddle River, N.J. 07458; 201-236-9800;
fax: 201-236-0480
1996 1995
Premium volume $39,926,325 $29,090,460
Gross revenues $5,041,089 $3,781,760
U.S. clients 100% 100%
Brokerage: Retail 70% 74%
U.S. offices $3,528,762 $2,798,502
Wholesale 7% 7%
Personal lines 21% 18%
Services 1% NA
Invstmt. income 1% 1%
Total employees 36 33
Total offices 15 13
Founded: 1980.
Retail brokerage: 94% commissions, 6% fees.
Employee benefits: 1% of revenues in 1996.
Acquisitions: Alliano Insurance, Hammonton, N.J., November 1996; Noble Group, Englewood, N.J., October 1996; Tucker-Camiolo Inc., Berkeley Heights, N.J., July 1996.
Retail brokerage offices: Hartford, Conn.; Lakewood and Pitman, N.J.; Alliano Insurance, Hammonton, N.J.; Jay Bernard, Princeton, N.J.; Capacity Insurance & Surety Group Inc., Lighthouse Point, Fla.; The Joe Dargan Insurance Agency, Pitman, N.J.; The Eagle Agency, Sommerdale, N.J.; The Leigh Agency, Freehold, N.J.; Lin-Ray Insurance Agency, Turnersville, N.J.; Mediterranean Agency, Garfield, N.J.; The Noble Group, Englewood, N.J.; The 300 Group, Montvale, N.J.; Tucker & Camiolo, Berkeley Heights, N.J.; The Wright Agency, East Brunswick, N.J.
Licensed excess/surplus broker in: California, Connecticut, Delaware, Florida, Illinois, New Jersey, New York.
Officers: Mark B. Weinraub, chairman/CEO; Robert G. Lull, president/COO/CFO; Debra Lynn Stanton, executive vp; Donald W. Daves, senior vp.
Contact: Robert G. Lull.
Carlin Insurance Agency Inc.
233 W. Central St., Natick, Mass. 01760; 508-655-0522;
fax: 508-655-8853
1996 1995
Premium volume $50,458,000 $49,400,000
Gross revenues $6,036,000 $5,340,000
U.S. clients 100% 100%
Brokerage: Retail 80% 80%
U.S. offices $4,828,800 $4,272,000
Personal lines 20% 20%
Total employees 68 68
Total offices 1 1
Founded: 1968.
Retail brokerage: 100% commissions.
Retail brokerage offices: Lawrence Carlin Insurance Agency Inc., Falmouth, Mass.
Licensed excess/surplus broker in: Massachusetts.
Officers: Michael D. Holmes, chairman; James F. Carlin, president; Gregory O. Hunter, Frank J. Smith, Barry D. Rosen, executive vps.
Contact: Robert J. Meyer.
Chandler-Frates & Reitz Inc.
4501 E. 31 St., Tulsa, Okla. 74135-2198; 918-747-8631;
fax: 918-747-8619
1996* 1995*
Premium volume $55,000,000 $45,000,000
Gross revenues $6,709,168 $5,552,797
U.S. clients 98% 99.5%
Non-U.S. clients 2% 0.5%
Brokerage: Retail 88.3% 88.9%
U.S. offices $5,924,195 $4,936,436
Wholesale 0.5% .5%
Reinsurance 0.5% .5%
Personal lines 7% 6.3%
Services 2% 1.8%
Invstmt. income 1.7% 2%
Total employees 77 66
Total offices 2 2
**Fiscal years ending 2/28/97 and 2/28/96.
Founded: 1935.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 16.3% of revenues in 1996.
Retail brokerage offices: CFR Horton & Lewis, Oklahoma City.
Licensed excess/surplus broker in: Oklahoma.
Officers: Jack H. Allen Jr., chairman; Robert Gardner, president/COO; Charles M. Taylor, executive vp; Sherry Burks, vp.
Contact: Robert Gardner, 918-747-9604 ext. 267.
Clair Odell Group
120 W. Germantown Pike, Plymouth Meeting, Pa. 19462; 610-825-5555;
fax: 610-825-3149
1996 1995
Premium volume $81,407,000 $81,295,968
Gross revenues $11,082,545 $10,138,466
U.S. clients 100% 100%
Brokerage: Retail 89.7% 90.9%
U.S. offices $9,941,043 $9,215,865
Personal lines 4.2% 4.4%
Invstmt. income 6.1% 4.7%
Total employees 103 91.25
Total offices 1 1
Founded: 1932.
Retail brokerage: 80% commissions, 20% fees.
Licensed excess/surplus broker in: Pennsylvania.
Officers: Frank D. Svitek, president/CEO; David A. Collins Jr., executive vp/COO; Michael Studner, executive vp; Steven A. Odell, senior vp; Judith A. Criniti, vp.
Contact: Frank D. Svitek.
Commerce National Insurance Services Inc.
Commerce Atrium, 1701 Route 70 E., Cherry Hill, N.J. 08034; 609-795-9700;
fax: 609-795-9783
1996 1995
Gross revenues $15,067,000 NA
U.S. clients 100% NA
Brokerage: Retail 76% NA
U.S. offices $11,451,000 NA
Wholesale 1% NA
Personal lines 19% NA
Services 1% NA
Invstmt. income 1% NA
Other 2% NA
Total employees 136 NA
Total offices 7 NA
Founded: 1996.
Parent: Commerce Bancorp.
Retail brokerage: 89% commissions, 11% fees.
Employee benefits: 16% of revenues in 1996.
Acquisitions: Buckelew & Associates, Toms River, N.J., November 1996; Chesley & Cline, Mt. Holly, N.J., December 1996; Keystone National Cos. Inc., Cherry Hill, N.J., November 1996; The Morrissey Agency, Mt. Laurel, N.J., December 1996.
Retail brokerage offices: Forked River, Mercerville, Mt. Holly, Mt. Laurel, Northfield, and Toms River, N.J.
Officers: George E. Norcross III, president; Frank K. Monaghan, executive vp; Robert E. Tanke, Joseph P. Morrissey Jr., Carole A. Mack, senior vps.
Contact: Thomas J. Sukay, senior vp/CFO.
Companias DeLima S.A.
Avenida el Dorado 69 A-51, Bogota, Colombia; 571-412/41/11; fax: 571-410/94/51
1996 1995
Premium volume $193,605,000* $178,168,054*
Gross revenues $23,709,000* $23,037,790*
Non-U.S. clients 100% 100%
Brokerage: Retail 91% 93%
Non-U.S. offices $21,575,190* $21,425,144*
Personal lines 5% 4%
Invstmt. income 4% 3%
Total employees 620 615
Total offices 10 10
**Converted at applicable exchange rates.
Founded: 1953.
Employee benefits: 7% of revenues in 1996.
Retail brokerage offices: Armenia, Barranquilla, Bucaramanga, Cali, Cartagena, Ibague, Manizales, Medellin and Pereira, Colombia.
Non-retail brokerage subsidiaries: Ancor Bogota, Colombia; Consultores de Proteccion, Bogota, Columbia.
Officers: Ernesto DeLima, chairman; Jorge Alberto Uribe, president; Pedro Piedrahita, financial vp; Federico Moreno, commercial vp; Terry Factor, international manager.
Contact: Jorge Alberto Uribe, Terry Factor or J.A. Uribe Jr.
Connolly, Ford, Bower & Leppert Inc.
429 N. Pennsylvania St., Suite 202, Indianapolis, Ind. 46204; 317-236-6161;
fax: 317-236-6149
1996* 1995*
Premium volume $19,708,909 $18,241,583
Gross revenues $2,560,187 $2,490,329
U.S. clients 100% 100%
Brokerage: Retail 74.6% 73.1%
U.S. offices $1,909,900 $1,820,430
Wholesale 0.5% .6%
Personal lines 19.6% 20.9%
Invstmt. income 4.4% 4.6%
Other 0.9% 0.8%
Total employees 18 18
Total offices 1 1
**Fiscal years ending 6/30/96 and 6/30/95.
Founded: 1981.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 5% of revenues in 1996.
Licensed excess/surplus broker in: Indiana.
Officers: John M. Ford, chairman; Lawrence L. Connolly, president; R. Michael Leppert, Wm. Patrick Bower, executive vps.
Contact: John M. Ford.
Conseco Risk Management Inc.
501 Congressional Blvd., Carmel, Ind. 46032; 317-817-5000;
fax: 317-817-5151
1996 1995
Premium volume $110,000,000 $22,000,000
Gross revenues $10,250,000 $3,000,000
U.S. clients 100% 100%
Brokerage: Retail 85% 83%
U.S. offices $8,712,500 $2,490,000
Personal lines 10% 14%
Services 2% NA
Invstmt. income 3% 3%
Total employees 105 26
Total offices 3 1
Founded: 1989.
Parent: Conseco Inc.
Retail brokerage: 97% commissions, 3% fees.
Employee benefits: 11% of revenues in 1996.
Acquisitions: Wells & Co. Inc., Indianapolis, January 1996.
Retail brokerage offices: Bloomington, Carmel and Evansville, Ind.
Licensed excess/surplus broker in: Illinois, Indiana.
Officers: Don Collins, president/CEO; Mike Wells, executive vp; Cindy Stellhorn, senior vp; Dan Power, vp-personal lines; Keith Phelps, vp-benefits; Mike Deer, vp-motor sports; Mark Dilts, vp-Bloomington office.
Contact: Donald M. Collins.
Corporate Benefit Consultants Inc.
2220 E. Devon Ave., Suite 317, Des Plaines, Ill. 60018; 847-827-7030;
fax: 847-827-7031
1996 1995
Premium volume $30,000,000 $24,000,000
Gross revenues $1,100,000 $800,000
U.S. clients 100% 100%
Brokerage: Retail 60% 60%
U.S. offices $660,000 $480,000
Wholesale 5% 5%
Reinsurance 20% 20%
Services 15% 15%
Total employees 7 2
Total offices 1 1
Founded: 1995.
Retail brokerage: 100% commissions.
Employee benefits: 95% of revenues in 1996.
Acquisitions: James Cornelius, Crystal Lake, Ill., April 1996; Dennis Purgatorio, Willowbrook, Ill., April 1996; Ted Reese, Glenview, Ill., April 1996; Michael Traina, Schaumburg, Ill., April 1996.
Licensed excess/surplus broker in: Illinois.
Officers: Ted Reese, president; James Cornelius, Dennis Purgatorio, Michael Traina, vps.
Contact: Ted Reese.
Cosburn, Griffiths & Brandham Insurance Brokers
120 Flaska Drive, Markham, Ontario L6G 1C3, Canada; 905-479-6670;
fax: 905-479-9164
1996* 1995*
Premium volume $26,424,000** $18,816,000**
Gross revenues $5,560,784** $3,833,025**
U.S. clients 1% NA
Non-U.S. clients 99% 100%
Brokerage: Retail 62% 64%
Non-U.S. offices $3,447,686** $2,453,136**
Wholesale 1% 1%
Personal lines 15% 13%
Services 2% 1%
Other 20% 21%
Total employees 65 51
Total offices 1 1
**Fiscal years ending 4/1/97 and 4/1/96.
***Converted at applicable exchange rates.
Founded: 1973.
Parent: CGB Group.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 13% of revenues in 1996.
Acquisitions: Tower-Chisholm Ferguson Ltd., Toronto, April 1997.
Retail brokerage offices: Cosburn Griffiths & Brandham Professional Liability Inc., Markham, Ontario, Canada; Cosburn Griffiths & Brandham Financial Services Inc., Markham, Ontario, Canada.
Officers: Barry Cosburn, president; Darryl D. Ticknor, vp-international; Jeffrey Brandham, Kevin Goranson, Roderick Findlayson, David Yeates, vps.
Contact: Darryl D. Ticknor.
Charles L. Crane Agency Co.
100 S. Fourth St., Suite 800, St. Louis, Mo. 63102-1820; 314-241-8700;
fax: 314-444-4970
1996 1995
Premium volume $83,949,066 $82,870,992
Gross revenues $10,213,623 $10,145,673
U.S. clients 100% 100%
Brokerage: Retail 81.6% 82.7%
U.S. offices $8,334,316 $8,390,472
Personal lines 16.3% 15.2%
Services 0.1% 0.1%
Invstmt. income 1% 1%
Other 1% 1%
Total employees 124 123
Total offices 2 2
Founded: 1885.
Retail brokerage: 99.9% commissions, 0.1% fees.
Employee benefits: 14% of revenues in 1996.
Licensed excess/surplus broker in: Illinois, Missouri.
Officers: Michael T. Ready, president; R. Christopher Imbs, chairman; Wm. P. Carleton Jr., secretary; Edwin A. Lips Jr., vice chairman; Darryl Berkbuegler, treasurer.
Contact: Jerry Burnett.
Frank Crystal & Co. Inc.
40 Broad St., New York, N.Y. 10004; 212-344-2444; fax: 212-952-1095
1996 1995
Gross revenues $44,021,000 $40,076,200
U.S. clients 100% 100%
Brokerage: Retail 89% 89%
U.S. offices $39,178,690 $35,667,818
Personal lines 7% 7%
Services 4% 4%
Total employees 227 215
Total offices 5 5
Founded: 1933.
Retail brokerage: 98% commissions, 2% fees.
Retail brokerage offices: Frank Crystal & Co. Inc. (Midwest), Lenexa, Kan.; Frank Crystal & Co. of California Inc., San Francisco; Frank Crystal & Co. of Florida Inc., Fort Lauderdale, Fla.; Frank Crystal & Co. of Texas Inc., Houston.
Licensed excess/surplus broker in: Florida, New York, Texas.
Officers: James W. Crystal, chairman/CEO; Arthur H. Littmann, executive vp/CFO; Mark Freitas, Vincent Gandolfo, senior managing directors; Scott Heldfond, president-Frank Crystal & Co. of California Inc.
Contact: James W. Crystal.