BI ANNUAL DIRECTORY OF EMPLOYEE BENEFIT CONSULTANTS (S,T)

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San Diego Associates Inc.
3550 Camino del Rio N., Suite 206, San Diego, Calif. 92108; 619-283-7800; fax: 619-283-8686
Benefit consulting since: 1984.
Services: 50% of revenues from benefit consulting.
Retirement/savings plan consulting: 28% of revenues. Includes plan design consulting, pension plan record keeping, administration systems consulting, plan/trust legal document drafting, plan administration consulting, investment manager selection consulting, asset/investment consulting, custom administration software.
Welfare plan consulting: 20% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, custom administration software.
Benefit communications consulting: 2% of revenues. Includes communications consulting; benefit statement, booklet and audiovisual preparation.
Other services: Brokering, general management consulting, claims administration.
Locations: Laguna Hills, Calif.
Staff: Six benefit consulting employees; four professionals, including one CLU.
Clients: 100% corporations.
Compensation: By the project, commissions, on retainer, by the hour: $100 to $200 (average composite rate).
Gross revenues: $500,000 estimated from worldwide benefit consulting in 1997; $500,000 in 1996; $1 million estimated total worldwide 1997 revenues.
Officers: David N. Peterson, president; Bruce N. Kesler, director.
Contact: Bruce N. Kesler.
Schmidt, Long & Associates
4159 N. Holland-Sylvania Road, Suite 102, Toledo, Ohio 43623; 419-885-4125; fax: 419-885-1136
Benefit consulting since: 1986.
Services: 100% of revenues from benefit consulting.
Welfare plan consulting: 100% of revenues. Includes plan design consulting, evaluation of service providers, health care cost containment, audits of medical benefits payments/claims payments.
Locations: Atlanta.
Staff: Six benefit consulting employees; five professionals.
Clients: 24 total; 95% corporations, 5% government agencies/entities. Minimum size client: 800 employees.
Compensation: By the project, by the hour: senior consultant, $200 to $350; consultant, $175 to $200; clerical, $75; computer programmer, $150 to $175.
Gross revenues: $3 million estimated from worldwide benefit consulting in 1997; $3 million in 1996; $3 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: Timothy L. Schmidt, president; James A. Mauntler, Deborah J. Grenlund, vps.
Sedgwick Noble Lowndes
1000 Ridgeway Loop Road, Memphis, Tenn. 38120; 901-761-1550;
fax: 901-684-4075
Benefit consulting since: 1934.
Parent: Sedgwick Group P.L.C.
Services: 85% of revenues from benefit consulting.
Retirement/savings plan consulting: 68% 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, asset/investment consulting, executive benefits, ESOPs, personal financial planning.
Welfare plan consulting: 16% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, life insurance, executive benefits.
Benefit communications consulting: 1% of revenues. Includes communications consulting; benefit statement, booklet and audiovisual preparation; interactive voice technology; individual retirement benefit projections; seminars and training programs.
Other services: Compensation consulting, brokering, claims administration, personal financial planning, voluntary benefit schemes, workers compensation claims consulting and administration.
Locations: 37 U.S; 48 non-U.S.
Staff: 3,880 benefit consulting employees; 3,112 professionals, including 114 FSAs, 105 ASAs, 53 CEBSs, 16 CLUs, seven CPAs, 14 attorneys and 35 EAs.
Clients: 17,440 total; 78% corporations, 8% multiemployer plans, 4% MEWAs, 5% individuals, 5% government agencies/entities. No minimum size client.
Compensation: By the project, commissions, on retainer, by the hour.
Gross revenues: $317.3 million estimated from worldwide benefit consulting in 1997 (23% from U.S. locations); $282 million in 1996 (24% from U.S.); $373.4 million estimated total worldwide 1997 revenues (21% from U.S.).
Officers: David F. Strauss, group chairman; Peter R. Brew, deputy chairman; Kenneth G. Martin, CEO-North America; John A.V. Montague, group finance director; Robert Walker, chairman-United Kingdom.
Contact: Kenneth G. Martin.
The Segal Co.
1 Park Ave., New York, N.Y. 10016-5895; 212-251-5000;
fax: 212-251-5490
Benefit consulting since: 1939.
Services: 96% of revenues from benefit consulting.
Retirement/savings plan consulting: 48% of revenues. Includes plan design consulting, defined benefit plan actuarial work, plan/trust legal document drafting, plan administration consulting, investment manager selection consulting, asset/investment consulting, investment performance services.
Welfare plan consulting: 42% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, claims auditing, quality evaluation of managed care networks.
Benefit communications consulting: 6% of revenues. Includes communications consulting; benefit statement, booklet and audiovisual preparation; interactive voice response system.
Other services: Compensation consulting, human resources strategy consulting, outsourcing consulting.
Locations: Phoenix; Los Angeles; San Francisco; Denver; Hartford, Conn.; Washington; West Palm Beach, Fla.; Atlanta; Chicago; New Orleans; Boston; Minneapolis; St. Louis; Cleveland; Houston; Seattle; Edmonton and Toronto, Canada.
Staff: 603 benefit consulting employees; 466 professionals, including 25 FSAs, 36 ASAs and 70 EAs.
Clients: 30% corporations, 55% multiemployer plans, 15% government agencies/entities.
Compensation: By the project, on retainer, by the hour.
Gross revenues: $96 million estimated from worldwide benefit consulting in 1997; $87.6 million in 1996. $96 million estimated total worldwide 1997 revenues (98% U.S. locations).
Officers: Robert D. Krinsky, chairman; Howard Fluhr, president/CEO; Robert J. Dellovo, Richard M. Frenzel, executive vps.
Contact: Mary L. Feldman, vp-public affairs/marketing, 212-251-5029.
Silverstone Group Inc.
300 W. Broadway, Suite 200, Council Bluffs, Iowa 51503; 712-325-1717; fax: 712-329-3131
Benefit consulting since: 1945.
Services: 18% of revenues from benefit consulting.
Retirement/savings plan consulting: 16% 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: 2% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.
Other services: Compensation consulting, brokering, general management consulting, claims administration.
Locations: Lincoln and Omaha, Neb.
Staff: 35 benefit consulting employees; 15 professionals, including two FSAs, four ASAs, four CEBSs, six CLUs, three CPAs and six attorneys.
Clients: 450 total; 98% corporations, 2% government agencies/entities.
Compensation: By the project, commissions, on retainer, by the hour.
Gross revenues: $2.5 million estimated from worldwide benefit consulting in 1997; $2.2 million in 1996; $12 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: Gary Hurley, Lew Trowbridge, John Sarich.
Contact: Pam Stene, 402-398-2314.
Siver Insurance Consultants
P.O. Box 21343, St. Petersburg,
Fla. 33742-1343; 813-577-2780;
fax: 813-579-8692
Benefit consulting since: 1970.
Services: 45% of revenues from benefit consulting.
Retirement/savings plan consulting: 2.5% of revenues. Includes plan design consulting, plan administration consulting.
Welfare plan consulting: 40% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.
Benefit communications consulting: 2.5% of revenues. Includes communications consulting.
Other services: General management consulting, claims administration.
Staff: Three benefit consulting employees; two professionals, including two CLUs and three attorneys.
Clients: 20 total; 30% corporations, 50% government agencies/entities, 20% litigation support clients. No minimum size client.
Compensation: By the project, on retainer, by the hour: senior consultant, $175 to $250; consultant, $125 to $175; clerical, $35 to $45.
Gross revenues: $675,000 estimated from worldwide benefit consulting in 1997; $650,000 in 1996; $1.5 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: Edward W. Siver, president/treasurer/director; James Marshall Jr., executive vp; Robert F. McBurney, senior vp; Jean A. Cornillaud, corporate secretary; Robert I. Siver, director.
Contact: Robert F. McBurney.
J.E. Stone & Associates Inc.
5555 San Felipe, Suite 1100, Houston, Texas 77056; 713-622-8930;
fax: 713-622-6705
Benefit consulting since: 1987.
Services: 80% of revenues from benefit consulting.
Retirement/savings plan consulting: 33% 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, asset/investment consulting.
Welfare plan consulting: 44% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.
Benefit communications consulting: 3% of revenues. Includes communications consulting; benefit statement, booklet and audiovisual preparation.
Other services: Compensation consulting, brokering, general management consulting, outsourcing of human resources/benefit management administration.
Locations: Austin and Dallas, Texas.
Staff: 38 benefit consulting employees; 31 professionals, including one FSA, two ASAs, five CEBs and three EAs.
Clients: 115 total; 98% corporations, 2% government agencies/entities.
Compensation: By the project, on retainer, by the hour: senior consultant, $240; consultant, $185; clerical, $40.
Gross revenues: $5.6 million estimated from worldwide benefit consulting in 1997. $7 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: J.E. Stone, K.L. Haynes, T.F. McCord, C.P. Peters, C.R. Rennpage, directors.
Contact: C.P. Peters.
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Thesco Benefits L.L.C.
320 W. 57th St., New York, N.Y. 10019; 212-603-0371; fax: 212-603-0390
Benefit consulting since: 1979.
Services: 15% of revenues from benefit consulting.
Retirement/savings plan consulting: 12% 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: 2% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.
Benefit communications consulting: 1% of revenues. Includes communications consulting, booklet preparation.
Other services: Brokering, claims administration.
Locations: New York; Westchester, Pa.
Staff: Three benefit consulting employees; two professionals, including one FSA and one CLU.
Clients: 250 total; 100% corporations. Compensation: By the project, commissions, on retainer, by the hour: senior consultant, $400; consultant, $200; clerical, $96.
Gross revenues: $525,000 estimated from worldwide benefit consulting in 1997; $425,000 in 1996; $3.1 million estimated total worldwide 1997 revenues. All revenues are from the United States.
Officers: Richard J. Fleder, president; Walter Harris, chairman; Mary Ann Mason-Carlisle, senior account executive; David Zomberg, president-Thesco Consultants L.L.C.; Anne E. Vellis, president-Bartmon, Shapiro & Vellis.
Contact: Richard J. Fleder.
Towers Perrin
335 Madison Ave., New York, N.Y. 10017-4605; 212-309-3400;
fax: 212-309-3660
Benefit consulting since: 1934.
Services: 66.6% of revenues from benefit consulting.
Retirement/savings plan consulting: 44.4% 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, asset/investment consulting.
Welfare plan consulting: 16.6% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.
Benefit communications consulting: 5.6% of revenues. Includes communications consulting, benefit statement, booklet and audiovisual preparation.
Other services: Compensation consulting, general management consulting.
Locations: 36 U.S.; 32 non-U.S.
Staff: 7,250 total, including 291 FSAs, 270 ASAs, 83 CEBSs, eight CLUs, 21 CPAs, 49 attorneys and 19 EAs.
Clients: 95% corporations, 5% government agencies/entities.
Compensation: By the project, on retainer, by the hour.
Gross revenues: $694.7 million estimated from worldwide benefit consulting in 1997 (73.5% from U.S. locations); $631.3 million in 1996 (73% from U.S.); $1.04 billion estimated total worldwide 1997 revenues (71.7% from U.S.).
Officers: John Lynch, chairman/CEO; John Kneen, managing director-worldwide geographic operations; Alan Dugan, managing director-global employee benefit services; Robert Hogan, managing director-global retirement services; Mark Mactas, managing director-health/welfare services; Marvin Greene, managing director-administration/operations; John Tierney, managing director-Tillinghast-Towers Perrin property/casualty; Rollie Stichweh, managing director-human resources/general management services.