C
CDA Group
Av. beira Mar, 200, Eighth Floor, Centro, Rio de Janeiro 20021-060, Brazil; 55/21/533-3563; fax: 55/21/262-0846
1997 1996
Premium volume $7,590,366* $6,632,720*
Gross revenues $1,869,013* $1,151,654*
Brokerage revenues $1,752,387* $821,130*
U.S. clients 5% 5%
Non-U.S. clients 95% 95%
Brokerage: Retail 30.42% 28.75%
Non-U.S. offices $568,554* $331,101*
Wholesale 14.7% 16.9%
Reinsurance 12.49% 5.9%
Services 36.15% 19.75%
Invstmt. income 6.24% 28.7%
Employees 20 18
Retail offices 3 3
* Converted at applicable exchange rates.
Founded: 1989.
Retail brokerage: 100% commissions.
Acquisitions: VMD Administracao e Corretagem, 1997.
Retail brokerage offices: Goiania, Rio de Janeiro and Sao Paulo, Brazil.
Non-retail brokerage subsidiaries: Orypaba, Curitiba and Rio de Janeiro, Brazil; PSI, British Virgin Islands.
Licensed excess/surplus broker in: Brazil.
Officers: Rodrigo de Oliveira Franco Protasio, executive director; Carlos Alberto Protasio, general director; Joao Luiz C. Lustosa-administrative director; Luiz Phillipe F. de Melo, John H.A. Lowndes, directors.
Contact: Paula Malafaia-reinsurance division; Beatriz Manfredi, marketing division.
CFG Insurance Services Inc.
9800 Bren Road E., Minnetonka, Minn. 55343; 612-945-0200; fax: 612-945-9477
1997* 1996*
Premium volume $93,000,000 $75,000,000
Gross revenues $8,535,313 $7,122,876
Brokerage rev. $8,449,960 $7,051,647
U.S. clients 100% 100%
Brokerage: Retail 85.2% 86%
U.S. offices $7,272,087 $6,125,673
Wholesale 1% 1%
Personal 4.7% 6%
Services 8.1% 6%
Invstmt. income 1% 1%
Employees 101 80
Retail offices 1 1
* Fiscal years ending 3/31/98 and 3/31/97.
Founded: 1974.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 8.1% of revenues in 1997.
Licensed excess/surplus broker.
Officers: Eldon Oldie, president; A.J. Dordel, executive vp; Scott Drew, vp.
Contact: A.J. Dordel.
CFR*
4501 E. 31st, Tulsa, Okla. 74135; 918-747-8631; fax: 918-747-8619
http: www.cfr-ins.com
1997** 1996**
Premium volume $58,000,000 $55,000,000
Gross revenues $7,544,681 $6,709,168
Brokerage rev. $7,401,332 $6,595,112
U.S. clients 98% 98%
Non-U.S. clients 2% 2%
Brokerage: Retail 88.1% 88.3%
U.S. offices $6,646,864 $5,924,195
Wholesale 0.5% 0.5%
Reinsurance 0.5% 0.5%
Personal 5% 7%
Services 4% 2%
Invstmt. income 1.9% 1.7%
Employees 78 77
Retail offices 2 2
** Fiscal years ending 2/28/98 and 2/28/97.
Founded: 1935.
Retail brokerage: 92.5% commissions, 7.5% fees.
Employee benefits: 17.2% of revenues in 1997.
Retail brokerage offices: Oklahoma City.
Licensed excess/surplus broker in: Oklahoma.
Officers: Jack H. Allen Jr., chairman; Robert Gardner, president; Charles M. Taylor, executive vp; Sherry Burks, vp.
Contact: Robert Gardner.
* Formerly Chandler-Frates & Reitz Inc.
Cal-Central Insurance & Management Services Inc.
2455 W. Shaw, Suite 101, Fresno, Calif. 93711; 209-222-4471; fax: 209-225-5041
1997* 1996*
Premium volume $13,000,000 $11,483,858
Gross revenues $1,524,000 $1,619,000
Brokerage rev. $1,478,280 $1,570,430
U.S. clients 100% 100%
Brokerage: Retail 50% 64%
U.S. offices $762,000 $1,036,160
Wholesale 43% 30%
Services 4% 3%
Invstmt. income 3% 3%
Employees 9 10
Retail offices 1 1
* Fiscal years ending 6/30/97 and 6/30/96.
Founded: 1983.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 17% of revenues in 1997.
Officers: Ronald J. Stewart, president; Cathy A. Adams, Daniel B. Frainer, David M. Stewart, vps; Janice K. Fike, assistant vp.
Contact: Ronald J. Stewart.
Cal-Surance Associates Inc.
333 City Blvd. W., Suite 400, Orange, Calif. 92868; 714-939-0800;
fax: 714-939-7445
1997 1996
Premium volume $108,914,000 $85,600,000
Gross revenues $17,065,000 $12,783,000
Brokerage rev. $16,723,700 $12,783,000
U.S. clients 100% 100%
Brokerage: Retail 62% 78%
U.S. offices $10,580,300 $9,970,740
Wholesale 21% 8%
Services 15% 14%
Other 2% NA
Employees 128 90
Retail offices 1 1
Founded: 1962.
Parent: Chartered Financial Services Corp.
Retail brokerage: 91% commissions, 9% fees.
Non-retail brokerage subsidiaries: Lancer Claims Services Inc., Orange, Calif.; Sterling Insurance Co. Ltd., Hamilton, Bermuda; Sterling Reinsurance Intermediaries Inc., Orange, Calif.; Trans Asian Insurance Services, Orange, Calif.; United Network of Insurance Services Inc., Orange, Calif.
Licensed excess/surplus broker in: California.
Officers: Donald E. Martin, president/CEO; Thomas R. Linn. executive vp/CFO.
Contact: Donald E. Martin.
Calco Insurance Brokers
& Agents Inc
2000 Alameda de las Pulgas, San Mateo, Calif. 94403-1298; 650-574-0773; fax: 650-572-4622
http: www.calcoins.com/calco
1997 1996
Premium volume $292,920,559 $211,000,000
Gross revenues $18,790,755 $20,070,000
Brokerage rev. $18,602,847 $19,869,300
U.S. clients 99% 99%
Non-U.S. clients 1% 1%
Brokerage: Retail 97% 97%
U.S. offices $18,227,032 $19,467,900
Wholesale 1% 1%
Personal 1% 1%
Invstmt. income 1% 1%
Employees 180 167
Retail offices 5 5
Founded: 1937.
Parent: California Casualty Management Co.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 21% of revenues in 1997.
Retail brokerage offices: Glendale, Orange, Sacramento, San Diego and San Mateo, Calif.
Licensed excess/surplus broker in: California.
Officers: Peter Goldberg, chairman; Donald Fey, president; Kai Anderson, vice chairman; Beau Brown, CFO.
Contact: Donald Fey.
Caledonian Insurance Group Inc.
3023 80th Ave. S.E., Suite 300, Mercer Island, Wash. 98040; 206-232-9870;
fax: 206-232-9515
1997 1996
Premium volume $17,500,000 $14,500,000
Gross revenues $1,700,000 $1,500,000
Brokerage rev. $1,700,000 $1,500,000
U.S. clients 85% 90%
Non-U.S. clients 15% 10%
Brokerage: Retail 91% 91%
U.S. offices $1,547,000 $1,365,000
Wholesale 4.0% 4.0%
Services 1.5% 1.5%
Invstmt. income 3.5% 3.5%
Employees 15 14
Retail offices 2 2
Founded: 1988.
Retail brokerage: 94% commissions, 6% fees.
Retail brokerage offices: Spokane, Wash.
Licensed excess/surplus broker in: Alaska, Pennsylvania, Utah, Washington.
Officers: Anthony H. Cowan, president; Larry Maloney, senior vp; Jo Ann Trimble, David Barder, vps.
Contact: Anthony H. Cowan.
Cambridge Underwriters Ltd.
15415 Middlebelt Road, Livonia, Mich. 48154; 734-525-2412; fax: 734-525-0612
1997* 1996*
Premium volume $30,000,000 $28,835,646
Gross revenues $5,004,965 $4,711,123
Brokerage rev. $4,504,469 $4,240,011
U.S. clients 100% 100%
Brokerage: Retail 83% 83%
U.S. offices $4,154,121 $3,910,232
Personal 6% 6%
Services 1% 1%
Invstmt. income 2% 2%
Other 8% 8%
Employees 45 43
Retail offices 1 1
* Fiscal years ending 9/30/97 and 9/30/96.
Founded: 1974.
Licensed excess/surplus broker in: Michigan.
Contact: Kenneth R. Hale, president/CEO.
The Capacity Group of Cos.
120 Pleasant Ave., Upper Saddle River, N.J. 07458; 201-236-9800; fax: 201-236-0480
http: www.capcoverage.com
1997 1996
Premium volume $39,998,512 $39,926,325
Gross revenues $5,006,320 $5,041,089
Brokerage rev. $4,956,257 $4,990,678
U.S. clients 100% 100%
Brokerage: Retail 69% 70%
U.S. offices $3,454,361 $3,528,762
Wholesale 8% 7%
Personal 21% 21%
Services 1% 1%
Invstmt. income 1% 1%
Employees 37 36
Retail offices 5 15
Founded: 1980.
Retail brokerage: 95% commissions, 5% fees.
Employee benefits: 1% of revenues in 1997.
Acquisitions: Accusure, Dover, N.J., November 1997; Jersey State Insurance, Hamilton Square, N.J., November 1997; Kuh Services, New Rochelle, N.Y., September 1997.
Retail Brokerage Offices: Hamilton Square, Lakewood and Pitman, N.J.; Alliano Insurance, Hammonton, N.J.; AVA Insurance Agency, Cherry Hill, N.J.; Capacity Insurance & Surety Group Inc., Lighthouse Point, Fla.; Capsure Inc., Dover, N.J.; Lind Clark Agency, Woodbridge, N.J.; D&D Insurance Agency, South Amboy, N.J.; Davis Insurance Services, Williamstown, N.J.; The Eagle Agency, Sommerdale, N.J.; James Insurance Agency, Highland Park, N.J.; Mike LaCorte Insurance, Clifton, N.J.; The Leigh Agency, Freehold, N.J.; Luzi Insurance Services, West Berlin, N.J.; McFadden Agency, Dumont, N.J.; The Noble Group, Englewood, N.J.; P.A. Spinelli Inc., Williamstown, N.J.; The 300 Group, Montvale, N.J.; The Wright Agency, East Brunswick, N.J.
Licensed excess/surplus broker in: New Jersey.
Officers: Mark B. Weinraub, chairman/CEO; Robert G. Lull, president/CFO/COO; Debra Lynn Stanton, executive vp.
Contact: Robert G. Lull.
Clair Odell Group
120 W. Germantown Pike, Plymouth Meeting, Pa. 19462; 610-825-5555; fax: 610-825-8149
http: www.clairodell.com
1997 1996
Premium volume $71,065,000 $81,407,000
Gross revenues $9,950,000 $11,082,545
Brokerage rev. $9,472,400 $10,406,510
U.S. clients 100% 100%
Brokerage: Retail 90.3% 89.7%
U.S. offices $8,985,000 $9,941,043
Personal lines 4.9% 4.2%
Invstmt. income 4.8% 6.1%
Employees 86 103
Retail offices 1 1
Founded: 1932.
Retail brokerage: 80% commissions, 20% fees.
Licensed excess/surplus broker in: Pennsylvania.
Officers: Frank D. Svitek, president/CEO; David A. Collins, executive vp/COO; Steven Odell, senior vp; Judith A. Criniti, Christina Madden, vps.
Contact: Frank D. Svitek.
Grupo Cassab Machaen Agente de Seguros S.A. de C.V.
Avenida Presidente Masaryk, Fourth Floor, Suite 501, Colonia Chapultepec Morales, Mexico City, Mexico 11570; 52-5-255-4615; fax: 52-5-531-2751
1997 1996
Premium volume $3,577,140 $3,410,978
Gross revenues $1,797,012 $1,968,668
Brokerage rev. $1,797,012 $1,968,668
U.S. clients 6.6% 3%
Non-U.S. clients 93.4% 97%
Brokerage: Retail 38.8% 41.9%
U.S. offices $118,566 $58,819
Non-U.S. offices $578,844 $766,612
Services 61.2% 58.1%
Employees 26 25
Retail offices 1 1
* Converted at applicable exchange rates.
Founded: 1982.
Retail brokerage: 69.2% commissions, 30.8% fees.
Employee benefits: 100% of revenues in 1997.
Officers: Alfonso Cassab Tirado, Alfonso Victoria Soto, Jose Antonio Serrano, Jorge Serrano Lomelin, Arturo Suarez Gonzalez.
Contact: Alfonso Victoria Soto, Fabian Verastegui Vega.
Commerce National Insurance Services Inc.
1701 Route 70 East, Cherry Hill, N.J. 08034; 609-795-9700; fax: 609-795-9783
http: www.YESbank.com
1997 1996
Gross revenues $24,745,359 $15,067,000
Brokerage rev. $24,497,905 $14,614,990
U.S. clients 100% 100%
Brokerage: Retail 72% 76%
U.S. offices $17,816,658 $11,451,000
Wholesale 1% 1%
Personal 19% 19%
Services 7% 1%
Invstmt. income 1% 1%
Other NA 2%
Employees 220 136
Retail offices 10 7
Founded: 1996.
Parent: Commerce Bank/North.
Retail brokerage: 87% commissions, 13% fees.
Employee benefits: 26% of revenues in 1997.
Acquisitions: Associated Insurance Management Inc., Haddonfield, N.J., December 1997; Joseph J. Reinhart & Associates, Cherry Hill, N.J., December 1997.
Retail brokerage offices: Cherry Hill, Forked River, Haddonfield, Hawthorne, Mercerville, Mount Holly, Northfield and Toms River, N.J.
Officers: Joseph Buckelew, chairman; George E. Norcross III, president; Frank K. Monaghan, executive vp; Joseph J. Morrissey, Carole A. Mack, John J. Tarditi, senior vps.
Contact: Thomas J. Sukay.
Companias DeLima S.A.
Avenida Eldorado No. 69A-51, Bogota, Colombia; 571-412-4111;
fax: 571-410-9451
1997 1996
Premium volume $244,089,000* $193,605,000*
Gross revenues $31,632,000* $24,923,000*
Brokerage rev. $29,825,000* $23,700,000*
Non-U.S. clients 100% 100%
Brokerage: Retail 90% 91%
Non-U.S. offices $28,469,000* $22,680,000*
Personal 4% 5%
Invstmt. income 6% 4%
Employees 633 627
Retail offices 10 10
* Converted at applicable exchange rates.
Founded: 1953.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 20% of revenues in 1997.
Retail brokerage offices: Barranquilla, Bucaramanga, Cali, Cartagena, Ibague, Manizales, Medellin and Pereira, Colombia.
Non-retail brokerage subsidiaries: Ancor Ltda., Consultores de Proteccion Ltda., Bogota, Colombia.
Officers: Ernesto de Lima, chairman; Jorge Alberto Uribe, president; Pedro Piedrahita, financial vp; Federico Moreno, commercial vp; Terry Factor, international manager.
Contact: Jorge Alberto Uribe, Terry Factor, Jorge Alberto Uribe Jr.
Connolly, Ford, Bower & Leppert Inc.
429 N. Pennsylvania St., Suite 202, Indianapolis, Ind. 46204; 317-236-6161; fax: 317-236-6149
1997* 1996*
Premium volume $20,039,425 $19,708,909
Gross revenues $2,894,136 $2,560,187
Brokerage rev. $2,737,853 $2,424,497
U.S. clients 100% 100%
Brokerage: Retail 57.1% 74.6%
U.S. offices $1,652,552 $1,909,900
Wholesale 0.6% 0.5%
Personal 36.8% 19.6%
Services 0.1% NA
Invstmt. income 4.6% 4.4%
Other 0.8% 0.9%
Employees 19 18
Retail offices 1 1
* Fiscal years ending 6/30/97 and 6/30/96.
Founded: 1981.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 5% of revenues in 1997.
Retail brokerage offices: Indianapolis.
Licensed excess/surplus broker in: Indiana.
Officers: John M. Ford, chairman; Lawrence L. Connolly, president; R. Michael Leppert, William Patrick Bower, executive vps.
Contact: John M. Ford.
Cook, Hall & Hyde Inc.
461 Pantigo Road, East Hampton, N.Y. 11937; 516-324-1440; fax: 516-324-3980
http: www.cookagency.com
1997 1996
Premium volume $66,200,000 $60,400,000
Gross revenues $9,814,000 $8,920,000
Brokerage rev. $8,047,480 $7,225,200
U.S. clients 100% 100%
Brokerage: Retail 60% 59%
U.S. offices $5,888,000 $5,262,800
Wholesale 2.5% 2%
Personal 27% 27%
Services 1.5% 2%
Invstmt. income 5% 5%
Other 4% 5%
Employees 89 87
Retail offices 4 4
* Fiscal years ending 2/28/98 and 2/28/97.
Founded: 1947.
Retail brokerage: 96% commissions, 4% fees.
Employee benefits: 6% of revenues in 1997.
Acquisitions: Edward F. Cook Agency, East Hampton, N.Y., July 1998; The Hall Agency, Valley Stream, N.Y., July 1998; Charles E. Hyde Agency, Port Washington, N.Y., July 1998.
Retail brokerage offices: East Hampton, Islip, Port Washington and Valley Stream, N.Y.
Licensed excess/surplus broker in: New York.
Officers: Robert F. Denny, chairman/CEO; John E. Hardy, Leonard Scioscia, Donald Hall Jr., Thomas G. McMahon, managing directors.
Contact: Leonard Scioscia.
Corporate Benefit Consultants Inc.
2200 E. Devon Ave., Suite 317, Des Plaines, Ill. 60018; 847-827-7030; fax: 847-827-7031
http: www.ppcs.com/cbc/
1997 1996
Premium volume $36,250,000 $21,250,000
Gross revenues $1,450,000 $850,000
Brokerage rev. $1,450,000 $850,000
U.S. clients 100% 100%
Brokerage: Retail 71% 79%
U.S. offices $1,029,500 $671,500
Wholesale 4% 5%
Reinsurance 20% 15%
Services 5% 1%
Employees 12 4
Retail offices 1 1
Retail brokerage: 100% commissions.
Employee benefits: 98.5% of revenues in 1997.
Officers: Ted A. Reese, president; Michael A. Traina, principal; James M. Cornelius, principal.
Cosburn, Griffiths & Brandham Insurance Brokers
120 S. Town Centre Blvd., Markham, Ontario L6G 1C3, Canada; 905-479-6670; fax: 905-479-9164
1997* 1996*
Premium volume $23,496,000** $26,424,000**
Gross revenues $5,197,600** $5,505,000**
Brokerage rev. $4,210,056** $4,404,000**
U.S. clients 1% 1%
Non-U.S. clients 99% 99%
Brokerage: Retail 60% 63%
Non-U.S. offices $3,118,560** $3,468,150**
Wholesale 1% 1%
Personal lines 20% 15%
Services NA 1%
Invstmt. income 1% 1%
Other 18% 19%
Employees 60 65
Retail offices 1 1
* Fiscal years ending 3/31/98 and 3/31/97. ** Converted at applicable exchange rates.
Founded: 1973.
Retail brokerage: 99% commissions, 1% fees.
Employee benefits: 15% of revenues in 1997.
Retail brokerage offices: Cosburn, Griffiths & Brandham Financial Services Inc., Markham, Ontario; Cosburn, Griffiths & Brandham Professional Liability Inc., Markham, Ontario.
Officers: Barry Cosburn, president; Jeffrey Brandham, Kevin Goranson, Roderick Findlayson, David Yeates, vps; Darryl D. Ticknor, vp-international.
Contact: Darryl D. Ticknor.
Charles L. Crane Agency Co.
100 S. Fourth St., Suite 800, St. Louis, Mo. 63102-1820; 314-241-8700; fax: 314-444-4970
http: www.craneagency.com
1997 1996
Premium volume $85,826,025 $83,949,066
Gross revenues $10,842,496 $10,213,623
Brokerage rev. $10,625,646 $10,009,351
U.S. clients 100% 100%
Brokerage: Retail 80.4% 81.6%
U.S. offices $8,717,367 $8,334,316
Personal 17.5% 16.3%
Services 0.1% 0.1%
Invstmt. income 1% 1%
Other 1% 1%
Employees 130 124
Retail offices 2 2
Founded: 1885.
Retail brokerage: 99.9% commissions, 0.1% fees.
Employee benefits: 14% of revenues in 1997.
Licensed excess/surplus broker in: Illinois, Missouri.
Officers: Michael T. Reedy, president; R. Christopher Imbs, chairman; W. Elliot Benoist, secretary; Edwin A. Lips, vice chairman; Darryl Berkbuegler, treasurer.
Contact: Jerry Burnett.
Frank Crystal & Co. Inc.
40 Broad St., New York, N.Y. 10004; 212-344-2444; fax: 212-952-1095
1997 1996
Gross revenues $48,864,000 $44,021,000
Brokerage rev. $48,864,000 $44,021,000
U.S. clients 100% 100%
Brokerage: Retail 91% 89%
U.S. offices $44,466,240 $39,178,600
Personal 6% 7%
Services 3% 4%
Employees 227 227
Retail offices 5 5
Founded: 1933.
Retail brokerage: 97% commissions, 3% fees.
Retail brokerage offices: Frank Crystal & Co. Inc. (Midwest), Lenexa, Kan.; Frank Crystal & Co. of California Inc., San Francisco; Frank Crystal & Co. of Florida Inc., Fort Lauderdale, Fla.; Frank Crystal & Co. of Texas Inc., Houston.
Licensed excess/surplus broker in: Florida, New York, Texas.
Officers: James W. Crystal, chairman/CEO; Arthur H. Littmann, executive vp/CFO; Mark Freitas, Vincent Gandolfo, senior managing directors; Scott Heldfond, president-Frank Crystal & Co. of Calif. Inc.
Contact: James W. Crystal.