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27TH ANNUAL INTERNATIONAL DIRECTORY OF AGENTS AND BROKERS: S

Posted On: Jul. 19, 1998 12:00 AM CST

S
Saldana & Associates Inc.
701 Ponce de Leon Ave., Centro de Seguros Building, Suite 303, Miramar, Puerto Rico; 787-721-2600; fax: 787-721-1093
http: www.saldana.net
1997 1996
Premium volume $144,000,000 $143,000,000
Gross revenues $17,807,000 $16,469,000
Brokerage rev. $17,807,000 $16,469,000
U.S. clients 100% 100%
Brokerage: Retail 97% 97%
U.S. offices $17,272,790 $15,974,930
Personal lines 3% 3%
Employees 154 132
Retail offices 3 3
Founded: 1972.
Retail brokerage: 100% commissions.
Employee benefits: 17% of revenues in 1997.
Acquisitions: Frank Fournier & Co., San Juan, Puerto Rico, July 1997; The Murray Group, San Juan, Puerto Rico, July 1997.
Retail brokerage offices: Riverdale, N.J.; Ponce and San Juan, Puerto Rico.
Licensed excess/surplus broker in: Puerto Rico.
Officers: Ralph G. Christiansen Jr., president; Eduardo Emanuelli, executive vp; Ruben Jordan, treasurer/senior vp; Manuel Mendez, secretary/senior vp; Joseph Murray, senior vp.
Contact: Ralph G. Christiansen Jr., 787-289-5533.
Schwartz Brothers Insurance Agency Inc.
135 S. LaSalle St., Suite 2035, Chicago, Ill. 60603; 312-630-0800;
fax: 312-630-0833
1997 1996
Premium volume $60,074,000 $61,300,000
Gross revenues $7,771,000 $7,850,000
Brokerage rev. $7,693,290 $7,771,500
U.S. clients 100% 100%
Brokerage: Retail 91% 91%
U.S. offices $7,071,610 $7,143,500
Personal 8% 8%
Invstmt. income 1% 1%
Employees 60 62
Retail offices 1 1
Founded: 1919.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 5% of revenues in 1997.
Licensed excess/surplus broker in: Illinois.
Officers: Ed Schwartz, president; Bob Schwartz, executive vp; J. Spencer Miller, Mark P. Nahin, Howard Sharfman, vps.
Contact: Ed Schwartz, 312-630-0810 or Bob Schwartz, 312-630-0852.
Scott Insurance
P.O. Box 10489, Lynchburg, Va. 24506; 804-832-2100; fax: 804-832-2190
1997 1996
Premium volume $72,500,000 $73,673,000
Gross revenues $9,648,995 $9,020,001
Brokerage rev. $8,627,166 $8,042,233
U.S. clients 100% 100%
Brokerage: Retail 77.11% 77.16%
U.S. offices $7,440,340 $6,959,833
Personal lines 9.3% 10%
Services 3% 2%
Invstmt. income 4.2% 3.2%
Other 6.39% 7.64%
Employees 81 74
Retail offices 5 5
Founded: 1864.
Retail brokerage: 79.7% commissions, 20.3% fees.
Employee benefits: 6.5% of revenues in 1997.
Retail brokerage offices: Danville, Lynchburg, Richmond and Roanoke, Va.; Greensboro, N.C.; Dominion Captive Services, Hamilton, Bermuda.
Licensed excess/surplus broker in: North Carolina, Virginina.
Officers: Walker P. Sydnor Jr., president; Craig K. Ryder, COO/CFO; Erik A. Koroneos, Joel A. Nichols, senior vps; Everette B. Wilsie Jr., vp.
Contact: Walker P. Sydnor Jr.
Seaman Ross & Wiener Inc.
130 Crossways Park Drive, Woodbury, N.Y. 11797; 516-921-9100; fax: 516-496-4040
1997 1996
Premium volume $15,600,000 $15,600,000
Gross revenues $3,100,000 $3,014,512
Brokerage rev. $3,100,000 $3,014,512
U.S. clients 100% 100%
Brokerage: Retail 81% 87%
U.S. offices $2,511,000 $2,622,625
Personal lines 15% 10%
Services 4% 3%
Total employees 15 14
Total offices 1 1
Founded: 1950.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 20% of revenues in 1997.
Officers: Doug Schenendorf, chairman/CEO; Alex Seaman, president; Mary Jean Feeley, Christopher Brady, vps.
Contact: Doug Schenendorf.
Sedgwick Group P.L.C.
Sackville House, 143-149 Fenchurch St., London EC3M 6BN, England; 44-171-377-3456; fax: 44-171-377-3199
http: www.sedgwick.comFounded: 1825.
Officers: Saxon Riley, chairman; W.R. White-Cooper, chief executive; Stuart Tarrant, finance director; Quill Healey, vp/CEO-Sedgwick North America; Richard Titley, vp.
Contact: Julia C. Fish, director-corporate communications.
See profile on page 28.
See geographical listing on page 60.
Seitlin
2001 N.W. 107th Ave., Suite 200, Miami, Fla. 33172; 305-591-0090;
fax: 305-593-6993
http: www.seitlin.com
1997 1996
Premium volume $122,091,172 $121,000,000
Gross revenues $12,069,380 $10,548,000
Brokerage rev. $11,791,784 $10,305,396
U.S. clients 100% 100%
Brokerage: Retail 90.5% 88.9%
U.S. offices $10,922,789 $9,377,172
Personal 6% 7.8%
Services 1.2% 1%
Invstmt. income 2.3% 1.7%
Other NA 0.6%
Employees 125 105
Retail offices 2 2
Founded: 1945.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 15.7% of revenues in 1997.
Retail brokerage offices: Fort Lauderdale, Fla.
Licensed excess/surplus broker in: Florida.
Officers: M. Stephen Jackman, president; Barry Ladis, executive vp; John Harrold, Ned Black, Richard Johnson, senior vps.; Steve Solomon, vp.
Contact: M. Stephen Jackman, president, 954-938-8788.
Silverstone Group Inc.
11516 Miracle Hills Drive, Omaha, Neb. 68154; 402-964-5400; fax: 402-964-5454
http: www.silverstonegroup.com
1997 1996
Premium volume $130,000,000 $120,000,000
Gross revenues $13,000,000 $12,000,000
Brokerage rev. $12,870,000 $11,880,000
U.S. clients 100% 100%
Brokerage: Retail 54% 56%
U.S. offices $7,020,000 $6,720,000
Personal lines 9% 9%
Services 36% 34%
Invstmt. income 1% 1%
Employees 153 154
Retail offices 3 4
Founded: 1945.
Parent: Silverstone Holding Co.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 63% of revenues in 1997.
Retail brokerage offices: Council Bluffs, Iowa; Independent Claims Management, Lincoln, Neb.
Licensed excess/surplus broker in: Iowa, Nebraska.
Officers: Lew Trowbridge, Tony Sorrentino, Jeff Barrett.
Contact: Pam Stene.
The Simkiss Cos.
150 Radnor-Chester Road, St. Davids, Pa. 19087; 610-902-5000;
fax: 610-902-5016
1997* 1996*
Premium volume $73,355,000 $71,924,000
Gross revenues $9,962,000 $9,893,000
Brokerage rev. $9,862,000 $9,794,000
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 93% 93%
U.S. offices $9,265,000 $9,200,000
Personal 5% 5%
Services 1% 1%
Invstmt. income 1% 1%
Employees 62 62
Retail offices 1 1
**Fiscal years ending 3/31/98 and 3/31/97.
Founded: 1965.
Retail brokerage: 82% commissions, 18% fees.
Employee benefits: 5% of revenues in 1997.
Licensed excess/surplus broker in: Pennsylvania.
Officers: John A. Simkiss Jr., president; William F. Simkiss, Richard J. Decker, William F. O'Brien, executive vps.
Contact: Daniel B. Norris, vp-finance.
The Sklover Group Inc.
400 Post Ave., Westbury, N.Y. 11590; 516-333-6011; fax: 516-333-6608
1997 1996
Premium volume $19,000,000 $19,000,000
Gross revenues $1,900,000 $1,900,000
Brokerage rev. $1,843,000 $1,843,000
U.S. clients 90% 95%
Non-U.S. clients 10% 5%
Brokerage: Retail 67% 75%
U.S. offices $1,273,000 $1,425,000
Wholesale 5% 2.0%
Reinsurance 10% 5%
Personal 10% 15%
Services 5% NA
Invstmt. income 3% 3%
Employees 8 8
Retail offices 2 2
Founded: 1964.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 7% of revenues in 1997.
Retail brokerage offices: New York.
Officers: Richard Sklover, chairman; Andrew Sklover, president; Steven Dennis, vp.
Contact: Richard Sklover.
Smith Benefit Services/DFS&A Insurance Agency
3120 Princeton Pike, Lawrenceville, N.J. 08648; 609-895-1616; fax: 609-895-1511
1997 1996*
Premium volume $25,150,000 NA
Gross revenues $875,000 NA
Brokerage rev. $866,250 NA
U.S. clients 97% NA
Non-U.S. clients 3% NA
Brokerage: Retail 79% NA
U.S. offices $682,500 NA
Wholesale 1% NA
Services 19% NA
Invstmt. income 1% NA
Employees 7 NA
Retail offices 1 NA
**Brokerage business began June 1997.
Founded: 1997.
Retail brokerage: 81% commissions, 19% fees.
Employee benefits: 50% of revenues in 1997.
Acquisitions: Donald F. Smith Insurance Services Inc., Wellesley, Mass., January 1998.
Retail brokerage offices: Guilford, Conn.; Donald F. Smith Insurance Benefit Services Inc., Lawrenceville, N.J.
Officers: Robert M. Neumann, president; Ronald G. Keefe, executive vp; Susan Edelstein, William G. Bloor, Stephen J. Reagan, assistant vps.
Contact: Robert M. Neumann.
Smith Watson Parker
2590 Hollywood Blvd., Hollywood, Fla. 33020; 954-925-2590; fax: 954-920-0641
1997 1996
Premium volume $39,166,000 $38,333,000
Gross revenues $4,700,000 $4,600,000
Brokerage rev. $4,700,000 $4,600,000
U.S. clients 100% 100%
Brokerage: Retail 80% 80%
U.S. offices $3,760,000 $3,680,000
Personal 20% 20%
Employees 40 34
Retail offices 1 1
Founded: 1934.
Retail brokerage: 100% commissions.
Acquisitions: Harrison Insurance, Fort Lauderdale, Fla., January 1998.
Licensed excess/surplus broker in: Florida.
Officers: Thomas Cotter, president; Larry Vaught, vp; Andrew Spargo, COO.
Contact: Andrew Spargo.
Starkweather & Shepley Inc.
60 Catamore Blvd., East Providence, R.I. 02914; 401-435-3600; fax: 401-438-0150
http: www.starkweathershepley.com
1997 1996
Premium volume $91,386,000 $91,240,000
Gross revenues $11,488,000 $10,493,000
Brokerage rev. $11,028,480 $10,073,280
U.S. clients 100% 100%
Brokerage: Retail 72% 71%
U.S. offices $8,271,360 $7,450,030
Wholesale 6% 8%
Personal 15% 16%
Services 3% 1%
Invstmt. income 4% 4%
Employees 100 104
Retail offices 2 3
Founded: 1879.
Retail brokerage: 93% commissions, 7% fees.
Employee benefits: 7% of revenues in 1997.
Acquisitions: Insurance Underwriters Inc., Providence, R.I., August 1997.
Retail brokerage offices: Starkweather & Shepley Insurance Inc., Westerly, R.I.
Licensed excess/surplus broker in: Massachusetts, Rhode Island.
Officers: Fred R. Tripp, president; Natale P. Calamis, executive vp; William P. McGillivary, executive vp/treasurer.
Contact: William P. McGillivary.
Sterling & Sterling Inc.
161 Great Neck Road, Great Neck, N.Y. 11021; 516-487-0300
1997 1996
Premium volume $93,000,000 $80,000,000
Gross revenues $9,200,000 $9,000,000
Brokerage rev. $9,200,000 $9,000,000
U.S. clients 100% 100%
Brokerage: Retail 67% 67%
U.S. offices $6,256,000 $6,030,000
Personal lines 23% 23%
Services 10% 10%
Employees 71 71
Retail offices 1 1
Founded: 1932.
Retail brokerage: 90% commissions, 10% fees.
Employee benefits: 15% of revenues in 1997.
Licensed excess/surplus broker in: New York.
Officers: David Sterling, president; Howard Meyers, senior vp-sales; Ann Frantzen, vp-operations; Joseph Sciarrino, vp-finance; Carol Schindell, vp-human resources.
DeWitt Stern Group Inc.
420 Lexington Ave., New York, N.Y. 10170; 212-867-3550; fax: 212-983-6483
1997* 1996*
Gross revenues $8,470,000 $4,670,000
Brokerage rev. $7,875,000 $4,670,000
U.S. clients 90% 100%
Brokerage: Retail 68% 78%
U.S. offices $5,259,600 $5,779,000
Non-U.S. offices $500,000 $500,000
Wholesale 3% 1%
Personal lines 23% 20%
Services 1% 1%
Invstmt. income 3% NA
Other 2% NA
Employees 86 85
Retail offices 4 3
**Fiscal years ending 3/31/98 and 3/31/97.
Founded: 1899.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 12% of revenues in 1997.
Retail brokerage offices: DeWitt Stern of California L.L.C. t/a DeWitt Stern Insurance Services, North Hollywoood, Calif.; DeWitt Stern Crow L.L.C., Coral Gables, Fla.; DeWitt Stern Imperatore Ltd., Weehawken, N.J.; DeWitt Stern of Tennessee L.L.C., Nashville, Tenn.
Licensed excess/surplus broker in: New Jersey, New York.
Officers: Jolyon F. Stern, president/CEO; Gilbert Andrus, executive vp; James L. Lippe, senior vp; Bertram B. Fisher, vp.
Contact: Gilbert Andrus.
Sullivan & Curtis Insurance Brokers
2100 Main St., Suite 350, Irvine, Calif. 92714; 949-250-7172; fax: 949-852-9762
http: www.sullivan-curtis.com
1997 1996
Premium volume $151,000,000 $129,000,000
Gross revenues $17,356,736 $14,065,001
Brokerage rev. $16,488,899 $13,361,751
U.S. clients 98% 98%
Non-U.S. clients 2% 2%
Brokerage: Retail 85% 86%
U.S. offices $14,753,226 $12,095,901
Personal 5% 5%
Services 5% 4%
Other 5% 5%
Employees 121 112
Retail offices 4 4
Founded: 1937.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 12% of revenues in 1997.
Acquisitions: Solid Waste Insurance Managers, Pasadena, Calif., May 1998.
Retail brokerage offices: Irvine and Pasadena, Calif.; Honolulu; Seattle.
Licensed excess/surplus broker in: Hawaii.
Officers: William R. Curtis, CEO; John F. Monroe, president; Edward Shumaker, executive vp.
Contact: Susan Ballou, 714-477-3070.
Summit Global Partners Inc.
500 N. Akard, Suite 2500, Dallas, Texas 75201; 214-740-2750; fax: 214-740-2752
http: www.sgp.net
1997* 1996*
Premium volume $324,000,000 $155,400,000
Gross revenues $40,110,000 $20,510,000
Brokerage rev. $38,906,700 $19,894,700
U.S. clients 96% 97%
Non-U.S. clients 4% 3%
Brokerage: Retail 63% 83%
U.S. offices $25,110,300 $16,218,300
Non-U.S. offices $159,000 $805,000
Wholesale 24% NA
Personal 6% 8%
Services 4% 6%
Invstmt. income 3% 3%
Employees 365 206
Retail offices 14 13
**Fiscal years ending 3/31/98 and 3/31/97.
Founded: 1995.
Retail brokerage: 87% commissions, 13% fees.
Employee benefits: 8% of revenues in 1997.
Acquisitions: Century Financial Services, Boca Raton, Fla., July 1997; NOEL/GREAVES Inc., Dallas, September 1997; Richards Insurance Agency, Temple, Texas, December 1997; Specialist Insurance Services Inc., Houston, September 1997.
Retail brokerage offices: Chicago; Essex Fells, N.J.; Albuquerque, N.M.; Chandler, Okla.; Austin, Dallas, Houston, San Angelo and Temple, Texas; Milwaukee; Hamilton, Bermuda.
Non-retail brokerage subsidiaries: Fort Smith, Ark.; Shreveport, La.; Tulsa, Okla.; Memphis, Tenn.; Dallas, Houston and San Antonio, Texas.
Licensed excess/surplus broker in: Illinois, New Jersey, New Mexico, Texas.
Officers: Gary R. Griffith, chairman/CEO; C. Jeff Pan, executive vp/CFO; Stephanie Bowman, vp-finance/plannng; Robert J. Hogan Jr., president/COO; Roger Santone, senior vp/chief technology officer; Sandra Valiquette, vp/corporate controller.
Contact: Gary R. Griffith.
Swantner & Gordon Insurance Agency
P.O. Box 870, Corpus Christi, Texas 78403-0870; 512-883-1711;
fax: 512-844-0101
1997 1996
Premium volume $50,000,000 $40,000,000
Gross revenues $5,200,000 $4,670,000
Brokerage rev. $5,200,000 $4,670,000
U.S. clients 100% 100%
Brokerage: Retail 98% 98%
U.S. offices $5,096,000 $4,576,600
Personal 1% 1%
Services 1% 1%
Employees 52 52
Retail offices 3 3
Founded: 1936.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 2% of revenues in 1997.
Acquisitions: National Insurance Agency, Corpus Christi, July 1998.
Retail brokerage offices: Corpus Christi, Houston and Kingsville, Texas.
Licensed excess/surplus broker.
Officers: Randal M. Lee, managing partner; Steve Addkison, Jerry Crider, Trey Tollett, partners.
Contact: Randal M. Lee.