BI ANNUAL DIRECTORY OF EMPLOYEE BENEFIT CONSULTANTS

K

Keenan & Associates

2355 Crenshaw Blvd., Suite 200,

P.O. Box 4328, Torrance,

Calif. 90510; 310-212-3344;

fax: 310-212-0354

Benefit consulting since: 1972.

Services: 31% of revenues from benefit consulting.

Welfare plan consulting: 31% of revenues.

Other services: Brokering, claims administration, adjusting, risk management, managed care, insurance pools administration, eligibility services.

Locations: Campbell, Fresno, Irvine, Riverside, Oakland, Sacramento, San Diego and Westlake Village, Calif.

Staff: 118 benefit consulting employees; 77 professionals, including four CEBSs, five CLUs, one CPA and two attorneys.

Clients: 600 total; 5% corporations, 95% government agencies/entities.

Compensation: By the project, commissions, on retainer, by the hour: senior consultant, $200; consultant, $160; clerical, $45.

Gross revenues: $13.9 million estimated from worldwide benefit consulting in 1997; $13.2 million in 1996; $45.6 million estimated total worldwide 1997 revenues. All revenues are from the United States.

Officers: John R. Keenan, president/CEO; David J. De Wenter, executive vp/COO; Keith R. Pippard, CFO; Sean K. Smith, president-schools.

Contact: Sean K. Smith.

Kennedy Consulting Group

1460 Renaissance Drive, Suite 210, Park Ridge, Ill. 60068; 847-299-7000; fax: 847-299-7071

Benefit consulting since: 1990.

Services: 100% of revenues from benefit consulting.

Retirement/savings plan consulting: 5% of revenues. Includes plan design consulting, plan administration consulting.

Welfare plan consulting: 90% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment, PPO network development, HMO rate negotiation, funding/financial analysis, strategic planning.

Benefit communications consulting: 5% of revenues. Includes communications consulting; customized enrollment materials.

Staff: Five benefit consulting employees; four professionals, including one CLU and one attorney.

Clients: 66 total; 71% corporations, 6% multiemployer plans, 18% government agencies/entities, 5% professional associations. No minimum size client.

Compensation: By the project, on retainer, by the hour: senior consultant, $150 to $200; consultant, $100 to $150.

Gross revenues: $725,000 estimated from worldwide benefit consulting in 1997; $710,000 in 1996; $725,000 estimated total worldwide 1997 revenues.

Officers: James P. Kennedy, president; John P. Storto, vp.

Contact: James P. Kennedy.

The Kooper Group

770 Lexington Ave., 14th Floor, New York, N.Y. 10021; 212-755-0800; fax: 212-755-0831

Benefit consulting since: 1966.

Services: 85% of revenues from benefit consulting.

Welfare plan consulting: 80% of revenues. Includes plan design consulting, insurer/broker selection consulting, evaluation of service providers, health care cost containment.

Benefit communications consulting: 5% of revenues.

Other services: Brokering.

Staff: 42 benefit consulting employees; 25 professionals.

Clients: 700 total; 100% corporations. No minimum size client.

Compensation: By the project, commissions, on retainer, by the hour.

Gross revenues: $7 million estimated from worldwide benefit consulting in 1997; $6 million in 1996. All revenues are from the United States.

Officers: Michael Kooper, president.