F
Falkins Insurance Group Ltd.
911 Baker St., Cranbrook, British Columbia V1C 1A4, Canada; 250-426-2205; fax: 250-426-7499
1996* 1995*
Premium volume $14,700,000** $13,104,000**
Gross revenues $1,653,750** $1,456,000**
Non-U.S. clients 100% 100%
Brokerage: Retail 57.5% 57.5%
Non-U.S. offices $950,906** $837,200**
Services 42.5% 42.5%
Total employees 28 24
Total offices 7 7
**Fiscal years ending 7/31/96 and 7/31/95.
***Converted at applicable exchange rates.
Founded: 1897.
Retail brokerage: 100% commissions.
Retail brokerage offices: Cranbrook, Elkford, Fernie, Invermere and Sparwood, British Columbia; Fred W. Holmes Ltd., Kimberley, British Columbia.
Officers: Simon N. Murphy, president; Sandra L. Westover, secretary/treasurer; Robert McGill, vp.
Contact: Simon N. Murphy.
Fickling & Clement Insurance
P.O. Box 1626, Greenville, N.C. 27835; 919-756-8300; fax: 919-756-9092
1996 1995
Premium volume $6,822,903 $6,697,083
Gross revenues $1,109,098 $1,068,935
U.S. clients 100% 100%
Brokerage: Retail 67.7% 72.4%
U.S. offices $750,859 $773,909
Personal lines 17.01% 16.5%
Invstmt. income 11.89% 11.1%
Other 3.4% NA
Total employees 14 14
Total offices 1 1
Founded: 1979.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 6% of revenues in 1996.
Licensed excess/surplus broker in: North Carolina.
Officers: W. Kurt Fickling, president; James E. Clement Jr., executive vp; Sherry B. Edwards, vp-service; Sandra W. Karns, vp-commercial lines; Barbara D. Matthews, secretary/treasurer.
Contact: Barbara D. Matthews.
Financial Guardian
of Texas Inc.
13101 Northwest Freeway, Suite 220, Houston, Texas 77040; 713-939-9898; fax: 713-939-7416
1996 1995
Premium volume $38,000,000 $39,000,000
Gross revenues $4,612,000 $4,500,000
U.S. clients 100% 100%
Brokerage: Retail 87% 91%
U.S. offices $4,012,440 $4,095,000
Personal lines 11% 7%
Invstmt. income 2% 2%
Total employees 53 48
Total offices 2 2
Founded: 1967.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 3% of revenues in 1996.
Acquisitions: Arnold & Bolton Insurance Agency, Conroe, Texas, October 1996.
Retail brokerage offices: Conroe, Texas.
Licensed excess/surplus broker in: Texas.
Officers: Robert G. Cox, chairman; Ronald L. Rudloff, president.
Contact: Ronald L. Rudloff.
First Chicago NBD
Insurance Services
1 First National Plaza, Chicago,
Ill. 60670; 312-732-4000;
fax: 312-732-1775
1996 1995
Premium volume $395,000,000 $200,000,000
Gross revenues $78,165,000 $41,000,000
U.S. clients 100% 100%
Brokerage: Retail 10.38% 22.66%
U.S. offices $8,113,527 $9,290,600
Personal lines 81.62% 69.34%
Services 5% 5%
Invstmt. income 3% 3%
Total employees 178 170
Total offices 5 5
Founded: 1910.
Parent: First Chicago NBD.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 2.8% of revenues in 1996.
Retail brokerage offices: First Card Insurance, Chicago; First Chicago Insurance Services, Northfield, Ill.; NBD Insurance Agency, Troy, Mich.; NBD Insurance Co., Phoenix, Ariz.; NBD Insurance Services: Carmel, Elkhart and Jeffersonville, Ind.; Birmingham, Mich.
Licensed excess/surplus broker in: Illinois, Indiana, Michigan.
Officers: Scott Marks, vice chairman; Scott Bates, senior vp; Bill Brunett, Kathy Wilcox, Cathy Balentine, first vps.
Contact: Trisha Barr, communications officer, 312-732-4024.
Fitzgerald Clayton James & Kasten Inc.
735 N. Water St., Suite 1328, Milwaukee, Wis. 53202; 414-271-3717;
fax: 414-271-2935
1996 1995
Premium volume $24,000,000 $23,000,000
Gross revenues $3,000,000 $3,000,000
U.S. clients 100% 100%
Brokerage: Retail 80% 82%
U.S. offices $2,400,000 $2,460,000
Wholesale 5% 5%
Personal lines 11% 10%
Invstmt. income 4% 3%
Total employees 32 31
Total offices 1 1
Founded: 1850.
Retail brokerage: 100% commissions.
Employee benefits: 10% of revenues in 1996.
Licensed excess/surplus broker in: Illinois, Wisconsin.
Officers: Charles V. James, chairman emeritus; Todd D. James, CEO; Dale Van Dam, president/COO; Jeff Theil, Karen Rechicz, vice chairs.
Contact: Dale E. Van Dam.
Forbes Group Ltd.
P.O. Box 61689, Marshalltown 2107, South Africa; 27/11/378-4225;
fax: 27/11/378-4222
1996* 1995*
Gross revenues þ$179,292,972** $174,066,281**
Non-U.S. clients 100% 100%
Brokerage: Retail 67% 70%
Non-U.S. offices $120,126,291** $121,846,397**
Reinsurance 2% 2%
Personal lines 14% 15%
Services 10% 8%
Invstmt. income 3% 2%
Other 4% 3%
Total employees 3,525 3,492
Total offices 37 37
**Fiscal years ending 3/31/97 and 3/31/96.
***Converted at applicable exchange rates.
Founded: 1935.
Retail brokerage: 82% commissions, 18% fees.
Employee benefits: 44% of revenues in 1996.
Acquisitions: The Claims Management Co., South Africa, April 1997; Devereux Hosken, South Africa, March 1997; Ermitage Insurance Services, Jersey, Channel Islands, March 1997; Intercontinental Financial Management, Jersey, Channel Islands, March 1997; Nelson Hurst P.L.C., London, March 1997; Ngamiland Group of Cos., Botswana, March 1997; PF Mauritius, Mauritius, March 1997; Pretoria Medical Brokers, South Africa, March 1997; S&Z Makelaars, South Africa, March 1997.
Retail brokerage offices: Alexander Forbes Consultants & Actuaries: Cape Town, Durban, East London, Johannesburg, Port Elizabeth, Pretoria, Sandton and Stellenbosch, South Africa; Alexander Forbes Namibia: Walvis Bay and Windhoek, Namibia; LIB Insurance Brokers, Lusaka, Zambia; Namibian Insurance Brokers: Windhoek, Namibia; Ngamiland Trust, Gaborone, Botswana; Price Forbes: Benoni, Bloemfontein, Cape Town, Durban, East London, George, Graaff-Reinet, Johannesburg, Kimberley, Klerksdorp, Louis Trichardt, Mossel Bay, Nelspruit, Paarl, Pietermaritzburg, Pietersburg, Port Elizabeth, Pretoria, Richards Bay, Rustenburg, Sandton, Stellenbosch, Upington, Welkom and Witbank, South Africa.
Non-retail brokerage subsidiaries: CRM International Group: London; Johannesburg, Pretoria and Sandton, South Africa; Durban, South Africa; Cape Town, South Africa; Forbes Reinsurance Brokers: Sandton, South Africa; Forbes Re Namibia: Windhoek, Namibia; Robert Gordon-Intercontinental Financial Management: Jersey, Channel Islands; Robert Gordon-Intercontinental Management Services: Jersey, Channel Islands; Msele Hosken Group: Cape Town, Durban, East London, Johannesburg, Mafikeng and Richards Bay, South Africa; Nelson Hurst Corporate Risk Services: Derby, London and Southampton, England; Swaziland Employee Benefits, Mbabane, Swaziland.
Officers: Paul L. Heinamann, group chief executive; David J. Bergman, Seamus R. Casserly, Graeme W. Kerrigan, Leon D. Lewis, Max T. Maisela, executive directors.
Contact: Employee benefits: Graeme Kerrigan, 27/11/269-0153 or Leon Lewis, 27/11/269-0151; short-term insurance: Seamus Casserly, 27/11/378-3431; risk engineering: Frank Butler, 27/11/322-8070; risk financing: A.C. (Tony) Valsamakis, 44-171-497-5220.
Forrest Sherer Inc.
24 N. Sixth St., P.O. Box 900, Terre Haute, Ind. 47808; 812-232-0441;
fax: 812-232-1783
1996 1995
Premium volume $43,567,400 $46,795,500
Gross revenues $5,009,500 $5,387,800
U.S. clients 100% 100%
Brokerage: Retail 82.66% 82.9%
U.S. offices $4,140,853 $4,466,486
Wholesale 2.9% 2.4%
Personal lines 9.17% 9.1%
Services 0.52% 0.7%
Invstmt. income 4.55% 4.7%
Other 0.2% 0.2%
Total employees 60 58
Total offices 2 2
Founded: 1920.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 10.22% of revenues in 1996.
Acquisitions: Bowsher Agency, Terre Haute, Ind., March 1997.
Retail brokerage offices: German American/Forrest Sherer Agency, Jasper, Ind.
Licensed excess/surplus broker in: Indiana.
Officers: John W. Dinkel, president/treasurer; John S. Lukens, executive vp; Dennis S. Michael, vp/secretary; John B. Douglas, Jerome R. Mueller, Robert F. Prox, vps.
Contact: John W. Dinkel.
Frenkel & Co. Inc.
123 William St., New York, N.Y. 10038; 212-267-2200; fax: 212-693-0298
1996 1995
Premium volume $347,100,000 $344,700,000
Gross revenues $36,500,000 $34,800,000
U.S. clients 97% 97%
Non-U.S. clients 3% 3%
Brokerage: Retail 86% 87%
U.S. offices $31,390,000 $30,276,000
Reinsurance 1% 1%
Personal lines 7% 7%
Services 1% 2%
Invstmt. income 5% 3%
Total employees 248 267
Total offices 4 4
Founded: 1878.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 8% of revenues in 1996.
Retail brokerage offices: Frenkel & Co. Inc., Bay Shore, N.Y.; Frenkel of California Inc., Burbank, Calif.; Frenkel of New Jersey Inc., Franklin Township, N.J.
Licensed excess/surplus broker in: California, New Jersey, New York.
Officers: Robert E. Shunk, chairman/president/CEO; John F. Kelly, executive vp/COO; Raymond F. Courtien, Gerald I. Benson, executive vps.
Contact: Robert E. Shunk.
Fringe Benefits
Management Co. (FBMC)
1720 S. Gadsden St., Tallahassee,
Fla. 32301-5547; 904-425-6200 or 800-872-0345; fax: 904-425-6220
1996 1995
Premium volume $178,270,939 $171,194,673
Gross revenues $12,748,855 $11,807,339
U.S. clients 100% 100%
Brokerage: Retail 42.75% 38.12%
U.S. offices $5,450,135 $4,500,958
Services 57.25% 61.88%
Total employees 157 153
Founded: 1976.
Retail brokerage: 100% commissions.
Employee benefits: 100% of revenues in 1996.
Officers: Michael H. Sheridan, CEO; Lorraine S. Ritch, president; Agnes McMurray, senior vp-administration; William Bischoff, chief legal officer; Mel Yoder, senior vp-operations.
Contact: Lew Leopard, vp, 904-425-6200 ext. 529.