27TH ANNUAL INTERNATIONAL DIRECTORY OF AGENTS AND BROKERS: I-J

I
ISU/The May Agency Inc.
1327 N. Walnut St., P.O. Box 1669, Bloomington, Ind. 47402; 812-334-2400; fax: 812-332-3646
http: www.watercraftinsurance.com
1997 1996
Premium volume $8,637,000 $8,054,000
Gross revenues $1,333,000 $1,265,000
Brokerage rev. $1,306,340 $1,214,400
U.S. clients 100% 100%
Brokerage: Retail 75% 77%
U.S. offices $999,000 $974,000
Personal 23% 19%
Invstmt. income 2% 4%
Total employees 12 12
Total offices 1 1
Founded: 1949.
Retail brokerage: 100% commissions.
Employee benefits: 6.9% of revenues in 1997.
Licensed excess/surplus broker in: All states.
Officers: Paul May, president; John May, vp; Regina Haverly, secretary/treasurer.
Contact: Paul May.
ISU/Valley Insurance Service
861 S. Oak Park Road, Covina, Calif. 91723; 626-966-3664; fax: 626-966-3895
1997* 1996*
Premium volume $28,000,000 $22,000,000
Gross revenues $3,000,000 $2,400,000
Brokerage rev. $3,000,000 $2,400,000
U.S. clients 100% 100%
Brokerage: Retail 87% 83%
U.S. offices $2,610,000 $1,992,000
Personal 12% 16%
Services 1% 1%
Total employees 30 26
Total offices 5 5
* Fiscal years ending 5/31/98 and 5/31/97.
Founded: 1940.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 20% of revenues in 1997.
Acquisitions: R.G. Business Insurance Agency, Covina, Calif., May 1997.
Retail brokerage offices: Escondido, Laguna Hills, Palm Desert and Ventrua, Calif.
Officers: Harold J. Borak, president; Dennis Monahan, Steve Greenspan, Barbara Borak, vps; Cindy Cole, treasurer.
Contact: Harold J. Borak.
Insurance Management Associates Inc.
P.O. Box 2992, Wichita, Kan. 67201-2992; 316-267-9221;
fax: 316-266-6254
1997 1996
Premium volume $300,000,000 $270,000,000
Gross revenues $25,979,731 $22,984,796
Brokerage rev. $24,680,744 $22,042,419
U.S. clients 100% 100%
Brokerage: Retail 86.3% 88.4%
U.S. offices $22,420,507 $20,318,559
Personal 3.4% 3.3%
Services 5.3% 4.2%
Invstmt. income 5% 4.1%
Total employees 243 237
Total offices 5 4
Founded: 1974.
Retail brokerage: 87.3% commissions, 12.7% fees.
Employee benefits: 12.2% of revenues in 1997.
Retail brokerage offices: Denver; Atlanta; Topeka, Kan.
Licensed excess/surplus broker in: All states.
Officers: W.C. Cohen Jr., CEO; Kurt D. Watson, COO; Joseph C. Lukens, president-IMA Wichita; Velma Pollock, president-IMA Topeka; Ray Merz, president-RMA; Mike Price, president-ESIX; Robert L. Cohen, president-IMA Colorado.
Contact: W.C. Cohen Jr.
Insurance Management Co.
123 W. Ninth St., P.O. Box 1133, Erie, Pa. 16512-1133; 814-452-3200; fax: 814-454-5598
http: www.imcerie.com
1997* 1996*
Premium volume $22,200,000 $22,300,000
Gross revenues $2,700,000 $2,400,000
Brokerage rev. $2,700,000 $2,400,000
U.S. clients 100% 100%
Brokerage: Retail 91% 91%
U.S. offices $2,457,000 $2,184,000
Services 9% 9%
Total employees 26 26
Total offices 1 1
* Fiscal years ending 6/30/97 and 6/30/96.
Founded: 1933.
Retail brokerage: 100% commissions.
Licensed excess/surplus broker in: Pennsylvania.
Officers: John C. Bloomstine, president; Beth A. Dubik, vp/treasurer; Chris W. Bloomstine, vp/secretary.
Contact: John C. Bloomstine.
Insurance Marketing Agencies Inc.
306 Main St., Worcester, Mass. 01608; 508-753-7233; fax: 508-754-0487
1997* 1996*
Premium volume $28,000,000 $27,000,000
Gross revenues $3,800,000 $3,700,000
Brokerage rev. $3,306,000 $3,219,000
U.S. clients 100% 100%
Brokerage: Retail 65% 67%
U.S. offices $2,470,000 $2,479,000
Wholesale 4% 3%
Personal 18% 17%
Invstmt. income 2% 2%
Other 11% 11%
Total employees 42 41
Total offices 2 2
* Fiscal years ending 9/30/97 and 9/30/96.
Founded: 1924.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 9% of revenues in 1997.
Retail brokerage offices: Boston.
Licensed excess/surplus broker in: Massachusetts.
Officers: Sumner W. Herman, president/treasurer; Arnold J. Horowitz, executive vp; John J. Kelly, vp; Laura Herman-Strohecker, vp-marketing; Kenneth W. Eddy, vp-sales.
Contact: Sumner W. Herman.
Insurance & Risk Management
3811 Illinois Road, Fort Wanye, Ind. 46804; 219-436-1616; fax: 219-432-4083
http: www.insuranceriskmgmt.com
1997 1996
Premium volume $86,000,000 $87,000,000
Gross revenues $12,294,000 $12,639,000
Brokerage rev. $12,171,060 $12,512,610
U.S. clients 100% 100%
Brokerage: Retail 81% 81%
U.S. offices $9,958,000 $10,238,000
Personal 16% 17%
Services 2% 1%
Invstmt. income 1% 1%
Total employees 178 173
Total offices 6 6
Founded: 1963.
Retail brokerage: 78% commissions, 22% fees.
Employee benefits: 40% of revenues in 1997.
Retail brokerage offices: Indianapolis and Warsaw, Ind.; Defiance and Sylvania, Ohio.
Officers: James Van Dyck, chairman; Duwan Tagtmeyer, John Hettwer, Carol Fuelling and Harold Everett, managing partners.
Contact: Steve Goss, 317-257-9191.
InterWest Insurance Services Inc.
401 Watt Ave., Sacramento, Calif. 95864; 916-488-3100; fax: 916-488-7143
http: www.iwins.com
1997 1996
Premium volume $157,000,000 $150,000,000
Gross revenues $16,280,000 $15,500,000
Brokerage rev. $16,117,200 $15,345,000
U.S. clients 100% 100%
Brokerage: Retail 89% 88%
U.S. offices $14,489,000 $13,640,000
Personal 9% 9%
Services 1% 2%
Invstmt. income 1% 1%
Total employees 155 153
Total offices 4 4
Founded: 1992.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 9% of revenues in 1997.
Retail brokerage offices: Insurance Associates of Redding, Redding, Calif; Insurance Center of Merced: Fresno and Merced, Calif.; Lindo-Hanna & Abbott, Chico, Calif.; Noack & Dean Insurance Agents & Brokers, Nevada City and Sacramento, Calif.
Licensed excess/surplus broker in: California.
Officers: Tom Williams, chairman/CEO; Bill O'Keefe, Keith Schuler, Steve Azevedo, Steve Williams, executive vps/directors.
Contact: Tom Williams or Dan Carroll, director-marketing.
J
The Jacobs Co. Inc.
8955 Guilford Road, Suite 260, Columbia, Md. 21046; 301-621-8858; fax: 301-621-3043
1997 1996
Premium volume $23,000,000 $22,640,000
Gross revenues $3,150,000 $2,943,000
Brokerage rev. $3,102,750 $2,907,684
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 92.5% 92.8%
U.S. offices $2,884,612 $2,703,793
Non-U.S. offices $29,138 $27,311
Wholesale 1% 1%
Personal 3% 3%
Services 2% 2%
Invstmt. income 1.5% 1.2%
Total employees 19 22
Total offices 2 3
Founded: 1989.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 6% of revenues in 1997.
Retail brokerage offices: Columbia and Upper Marlboro, Md.
Officers: Frank L. Jacobs Jr., president; John L. Voigt Jr., vp.
Contact: Frank L. Jacobs Jr., 301-596-2460
Jardine Lloyd Thompson Group P.L.C.
Jardine House, 6 Crutched Friars, London EC3N 2HT, England; 44-171-528-4444; fax: 44-171-528-4185
Founded: 1970.
Officers: R.J.O. Barton, chairman; G.W. Stuart-Clarke, group finance director; Ken Carter, CEO; J. Hastins-Bass, CEO-specialty business group; A.D.J.B. Collins, CEO-international insurance; S.P. McGill, CEO-Asia; D.E. Corben, CEO-international reinsurane; R.D. Guy, CEO-Australia.
See profile on page 35.
See geographical listing on page 60.
L. Calvin Jones & Co.*
565 N. Broad St., P.O. Box 159, Canfield, Ohio 44406-0159; 330-533-1195; fax: 330-533-7583
1997** 1996**
Premium volume $6,461,000 $7,447,000
Gross revenues $1,200,000 $1,359,000
Brokerage rev. $1,200,000 $1,359,000
U.S. clients 100% 100%
Brokerage: Retail 78% 80%
U.S. offices $936,000 $1,087,000
Personal 22% 20%
Total employees 19 19
Total offices 1 1
** Fiscal years ending 10/31/97 and 10/31/96.
Founded: 1911.
Retail brokerage: 100% commissions.
Employee benefits: 2% of revenues in 1997.
Licensed excess/surplus broker.
Officers: Edward L. Gluck, president; Wendell L. Jones, senior vp/treasurer; Alvin A. Miller Jr., Mark A. Zeidenstein, vps; James M. Klingensmith, vp/secretary.
Contact: Edward L. Gluck.
* Formerly ISU/L. Calvin Jones.