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BI ANNUAL DIRECTORY OF EMPLOYEE BENEFIT CONSULTANTS

Posted On: Dec. 7, 1997 12:00 AM CST

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BeneCom Associates L.L.C.
152 R Simsbury Road, P.O. Box 1423, Avon, Conn. 06001-1423; 860-674-2626;
fax: 860-674-2627
Benefit consulting since: 1992.
Services: 100% of revenues from benefit consulting.
Benefit communications consulting: 100% of revenues. Includes communications consulting; benefit statement, booklet and audiovisual preparation, plan documents, enrollment and claim kits, newsletters, summary plan descriptions, identification cards, highlights brochures, payroll inserts.
Locations: Avon, Conn.; Schaumburg, Ill.
Staff: Nine benefit consulting employees; four professionals.
Clients: 180 total; 90% corporations, 2% multiemployer plans, 2% government agencies/entities, 6% TPAs/consultants. No minimum size client.
Compensation: By the project.
Gross revenues: $3.2 million estimated from worldwide benefit consulting in 1997; $2.8 million in 1996; $3.2 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: William E. Griffin, Kay M. Griffin, principals.
Contact: Susan C. Mullins, sales-Avon, Conn. or Dan J. Fox, sales-Schaumburg, 847-969-9105.
Benefit Concepts Inc.
115 Glastonbury Blvd., Glastonbury, Conn. 06033; 860-633-5283;
fax: 860-659-6757
Benefit consulting since: 1982.
Parent: USI Insurance Services.
Services: 95% of revenues from benefit consulting.
Retirement/savings plan consulting: 62% of revenues. Includes plan design consulting, defined benefit plan actuarial work, pension plan record keeping, administration systems consulting, plan/trust legal document drafting, plan administration consulting, asset/investment consulting.
Welfare plan consulting: 29% of revenues. Includes plan design consulting, insurer/broker selection consulting.
Benefit communications consulting: 4% of revenues. Includes communications consulting, benefit statement, booklet and audiovisual preparation.
Other services: Brokering.
Locations: San Francisco; Goffstown, N.H.; Knoxville, Tenn.
Staff: 100 benefit consulting employees; 80 professionals, including five FSAs, 11 ASAs, five CEBSs, five CLUs, two CPAs, three attorneys and nine EAs.
Clients: 1,000 total; 80% corporations, 1% multiemployer plans, 12% government agencies/entities, 7% other.
Compensation: By the project, commissions, on retainer, by the hour.
Gross revenues: $15 million estimated from worldwide benefit consulting in 1997. All revenues are from the United States.
Officers: Brian Whitney, president/CEO; William Tremko, executive vp; William Husic, Bob Cross, senior vps; Parker Elmore, vp.
Contact: Karen Guggenheim.
Benefit Controls Cos.
910 E. Washington St., Greenville,
S.C. 29601; 864-242-9441;
fax: 864-232-6655
Benefit consulting since: 1978.
Services: 80% of revenues from benefit consulting.
Retirement/savings plan consulting: 10% of revenues. Includes plan design consulting, plan administration consulting, investment manager selection consulting, asset/investment consulting.
Welfare plan consulting: 68% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.
Benefit communications consulting: 2% of revenues. Includes communications consulting, booklet and audiovisual preparation.
Other services: Brokering, health care.
Locations: Atlanta; Charlotte, Hickory and High Point, N.C.; Columbia and Greenville, S.C.
Staff: 32 benefit consulting employees; 26 professionals, including three CLUs and one attorney.
Clients: 290 total; 90% corporations, 5% MEWAs, 5% government agencies/entities. No minimum size client.
Compensation: By the project, commissions, on retainer, by the hour: senior consultant, $200; consultant, $175; clerical, $75; accounting/auditing, $100.
Gross revenues: $3.8 million estimated from worldwide benefit consulting in 1997; $3 million in 1996; $4.7 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: William A. Gantt Jr., CEO; Douglas Dellinger, William Foster, Michael Hawkins, Edwin Icard, Carl Sharpe, Donald E. Ward, Scott Gantt, branch presidents.
Contact: T. Matthew Gantt, vp-marketing.
Benefit Dynamics Inc.
10 Grove St., Cherry Hill, N.J. 08002; 609-662-7100; fax: 609-662-7228
Benefit consulting since: 1978.
Services: 99% of revenues from benefit consulting.
Retirement/savings plan consulting: 45% of revenues. Includes plan design consulting, defined benefit plan actuarial work, pension plan record keeping, administration systems consulting, plan/trust legal document drafting, plan administration consulting, investment manager selection consulting.
Welfare plan consulting: 37% of revenues. Includes plan design consulting, insurer/broker selection consulting, Section 125 and Section 419 administration.
Benefit communications consulting: 17% of revenues. Includes communications consulting; benefit statement, booklet and audiovisual preparation; interactive voice response system.
Other services: Brokering.
Staff: 24 benefit consulting employees; nine professionals, including one CEBS, one CLU, one CPA and one EA.
Clients: 2,450 total; 84% corporations, 4% multiemployer plans, 12% MEWAs.
Compensation: By the project, commissions, on retainer, by the hour: senior consultant, $250; consultant, $125; clerical, $75; accounting staff, $100.
Gross revenues: $1.5 million estimated from worldwide benefit consulting in 1997; $1.5 million in 1996. All revenues are from the United States.
Officers: Jo-Ann Massanova, president/secretary; Carmen La Verghetta, vp/treasurer.
Contact: Mark Moran or Jo-Ann Massanova.
Benefits+PPA
5435 Corporate Drive, Suite 150, Troy, Mich. 48098-2624; 248-641-7525; fax: 248-641-7530
Services: 100% of revenues from benefit consulting.
Retirement/savings plan consulting: 90% of revenues. Includes plan design consulting, pension plan record keeping, plan administration consulting, investment manager selection consulting, asset/investment consulting.
Welfare plan consulting: 10% of revenues. Includes plan design consulting.
Staff: 50 benefit consulting employees; 45 professionals, including one CPA.
Clients: 391 total; 97% corporations, 3% government agencies/entities. Minimum size client: 25 employees.
Compensation: Asset-based fees and per eligible employee administration fees.
Gross revenues: $4.5 million estimated from worldwide benefit consulting in 1997; $4.5 million in 1996; $4.5 million estimated total worldwide 1997 revenues All revenues are from the United States.
Officers: Mark Wayne, president/CEO.
Contact: Laura Thomas, vp-marketing.
Benefit Solutions Inc.
Vanderbilt Drive, Sands Point, N.Y. 11050; 516-944-0023;
fax: 516-944-0024
Benefit consulting since: 1991.
Services: 100% of revenues from benefit consulting.
Retirement/savings plan consulting: 20% of revenues. Includes plan design consulting, plan administration consulting, investment manager selection consulting.
Welfare plan consulting: 80% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers.
Staff: Eight benefit consulting employees; five professionals.
Clients: 100 total; 95% corporations, 5% individuals.
Compensation: By the project, on retainer.
Gross revenues: $800,000 estimated from worldwide benefit consulting in 1997; $559,649 in 1996.
Officers: Louise Klimuszko, president; James W. Barber, vp.
Contact: Warren Sackman.
George Beram & Co. Inc.
233 Needham St., Newton, Mass. 02164-1502; 617-965-1200;
fax: 617-244-5569
Benefit consulting since: 1975.
Services: 100% of revenues from benefit consulting.
Retirement/savings plan consulting: 85% of revenues. Includes plan design consulting, defined benefit plan actuarial work, pension plan record keeping, plan/trust legal document drafting, plan administration consulting, investment manager selection consulting.
Welfare plan consulting: 10% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.
Benefit communications consulting: 5% of revenues. Includes communications consulting; benefit statement, booklet and audiovisual preparation.
Staff: 28 benefit consulting employees; including two FSAs, five ASAs, two CEBSs, one CLU, two attorneys and three EAs.
Clients: 90% corporations; 2% multiemployer plans; 1% MEWAs; 1% individuals; 1% government agencie/entities; 5% non-profit employers.
Compensation: By the project, on retainer, by the hour.
Gross revenues: $5.2 million estimated from worldwide benefit consulting in 1997; $5 million in 1996.
Officers: George Beram, president; Philip G. Brund, executive vp; Barry D. Cohen, CFO.
Contact: Christopher J. Nadeau, senior consultant.
Blomquist & Co.
1 Oakbrook Terrace, Suite 812, Oakbrook Terrace, Ill. 60181; 630-620-0200; fax: 630-620-0324
Services: 100% of revenues from benefit consulting.
Retirement/savings plan consulting: 10% of revenues. Includes plan design consulting, defined benefit plan actuarial work, administration systems consulting, plan/trust legal document drafting, plan administration consulting.
Welfare plan consulting: 80% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, plan document drafting.
Benefit communications consulting: 10% of revenues. Includes booklet preparation.
Staff: Nine benefit consulting employees; six professionals, including one FSA, one CLU and one EA.
Clients: 100% multiemployer plans. No minimum size client.
Compensation: By the project, on retainer, by the hour: senior consultant, $195; consultant, $195; clerical, $55.
Gross revenues: $1.3 million estimated from worldwide benefit consulting in 1997. All revenues are from the United States.
Officers: Jack A. Diem, president; Paul E. Hawkins, executive vp; Kurt S. Starbuck, vp; Jeffrey J. Smaba, senior consultant.
Contact: Jack A. Diem.
T.E. Brennan Co.
2 Plaza E., Suite 750, 330 E. Kilbourn Ave., Milwaukee, Wis. 53202; 414-271-2232; fax: 414-271-0104
Benefit consulting since: 1985.
Services: 45% of revenues from benefit consulting.
Retirement/savings plan consulting: 5% of revenues. Includes plan design consulting.
Welfare plan consulting: 29% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, expert witness, consultant outsourcing.
Benefit communications consulting: 11% of revenues. Includes communications consulting, booklet preparation, employee communications, human resources/benefit outsourcing.
Other services: Compensation consulting, general management consulting, expert witness, risk management.
Staff: Five benefit consulting employees; four professionals, including one CEBS.
Clients: 81 total; 47% corporations, 33% government agencies/entities, 20% not-for-profit employers and associations. No minimum size client.
Compensation: By the project, on retainer, by the hour: senior consultant, $180; consultant, $150; clerical, $75; expert witness, $250; conference attendance, $1,500/day plus expenses.
Gross revenues: $850,000 from worldwide benefit consulting in 1997; $650,000 in 1996; $1.9 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: Arvid R. Tillmar, chairman/CEO; Tom E. Gold, president.
Contact: Arvid R. Tillmar.
Buck Consultants Inc.
2 Pennsylvania Plaza, New York, N.Y. 10121-0047; 212-330-1000;
fax: 212-695-4184
Benefit consulting since: 1916.
Parent: Mellon Bank Corp.
Services: 100%* of revenues from benefit consulting.
Retirement/savings plan consulting: Includes plan design consulting, defined benefit plan actuarial work, pension plan record keeping, administration systems consulting, plan/trust legal document drafting, plan administration consulting, investment manager selection consulting, asset/investment consulting, pre-retirement and financial planning seminars, employee education, executive benefits consulting, outsourcing/re-engineering, international benefit consulting, mergers/acquisition/divestiture transactions.
Welfare plan consulting: Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, evaluation of post-retirement/post-employment benefit liabilities, managed care consulting, flexible benefits, group actuarial, workers compensation, dependent care consulting, employee focus groups, health care provider consulting, welfare plan administration/outsourcing.
Benefit communications consulting: Includes communications consulting; benefit statement, booklet and audiovisual preparation; interactive communications; participant service center; new media.
Locations: 30 U.S.; 32 non-U.S.
Staff: 2,600 benefit consulting employees; 2,106 professionals, including 89 FSAs, 151 ASAs, 45 CEBSs, 12 CLUs, 16 CPAs, 51 attorneys and 177 EAs.
Clients: 5,000 total; 80% corporations; 20% non-profit organizations, governmental, multi/multiple employer plans.
Compensation: By the project, commissions, by the hour.
Gross revenues: $302 million estimated from worldwide benefit consulting in 1997 (75% from U.S. locations); $238.6 million in 1996 (75% from U.S.); $304 million estimated total worldwide 1997 revenues (75% from U.S.).
Officers: Joseph A. LoCicero, president/CEO; Merril S. Delon, secretary; Karl Lohwater, general counsel; Gary Stephen, treasurer.
Contact: Edward Gadowski, marketing department, 500 Plaza Drive, Seacaucus, N.J. 07096-1533.
*Includes compensation and general management consulting.
Burke Group L.L.C.
10 East St., Honeoye Falls,
N.Y. 14472; 716-624-5500;
fax: 716-381-6724
Benefit consulting since: 1989.
Services: 95% of revenues from benefit consulting.
Retirement/savings plan consulting: 70% of revenues. Includes plan design consulting, defined benefit plan actuarial work, pension plan record keeping.
Welfare plan consulting: 15% of revenues. Includes plan design consulting, evaluation of service providers.
Benefit communications consulting: 10% of revenues. Includes communications consulting; benefit statement and booklet preparation.
Other services: Compensation consulting.
Locations: Syracuse, N.Y.
Staff: 30 benefit consulting employees; 24 professionals, including two CEBSs and two EAs.
Clients: 400 total; 85% corporations, 5% multiemployer plans, 10% government agencies/entities. Minimum size client: 200 employees.
Compensation: By the project, on retainer, by the hour: senior consultant, $100 to $150; consultant: $80 to $100; clerical: $30 to $40.
Gross revenues: $2.5 million estimated from worldwide benefit consulting in 1997; $1.5 million in 1996; $2.6 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: Patrick C. Burke, managing principal; Richard E. Burke, Russell Morse, Steven Deperrior, principals; John Erdle, CFO.
Contact: Scott Tartaglia.
Byerly & Co. Inc.
7600 E. Orchard Road, Suite 250-S, Englewood, Colo. 80111; 303-220-7575; fax: 303-220-7010
Benefit consulting since: 1959.
Parent: Arthur J. Gallagher & Co.
Services: 62% of revenues from benefit consulting.
Welfare plan consulting: 50% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, compliance services.
Benefit communications consulting: 12% of revenues. Includes communications consulting, benefit statement, booklet and audiovisual preparation.
Other services: Compensation consulting, brokering, general management consulting, claims administration, customer service, flexible spending, COBRA administration, premium administration.
Locations: Gold River, Calif.; Baton Rouge, La.; Harrisburg, Pa.
Staff: 34 benefit consulting employees; 17 professionals, including 10 CEBSs, 2 CLUs and one CPA.
Clients: 400 total; 85% corporations, 2% multiemployer plans, 4% MEWAs, 9% government agencies/entities.
Compensation: By the project, commissions, on retainer, by the hour: senior consultant, $230; consultant, $185; clerical, $60.
Gross revenues: $4.0 million estimated from worldwide benefit consulting in 1997; $3.7 million in 1996; $6.4 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: Robert N. Morehead, area president; Mark E. Hogan, area executive vp; Jane M. Gruhl, David F. Uppinghouse, Robert Kauffman, area vps.