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HCM Benefits Inc.
21250 Hawthorne Blvd., Suite 600, Torrance, Calif. 90503; 310-543-9995; fax: 310-543-9905
1997 1996
Premium volume $300,000,000 $275,000,000
Gross revenues $6,843,578 $6,196,200
Brokerage rev. $6,843,578 $6,196,200
U.S. clients 100% 100%
Brokerage: Retail 100% 100%
U.S. offices $6,843,578 $6,196,200
Employees 44 35
Retail offices 2 1
Founded: 1986.
Retail brokerage: 94% commissions, 6% fees.
Employee benefits: 100% of revenues in 1997.
Acquisitions: MacAller & Co., Westlake Village, Calif., January 1997.
Retail brokerage offices: Torrance and Westlake Village, Calif.
Officers: Jim Hall, president/CEO; Jim Czesak, senior vp.
Contact: Jim Hall, president/CEO.
The HDH Group Inc.
USX Tower, Suite 5900, 600 Grant St., Pittsburgh, Pa. 15219; 412-391-7300; fax: 412-391-7322
http: www.hdhgroup.com
1997 1996
Premium volume $170,000,000 $165,000,000
Gross revenues $8,873,096 $8,469,196
Brokerage rev. $8,740,000 $8,342,158
U.S. clients 100% 100%
Brokerage: Retail 81.5% 81.5%
U.S. offices $7,231,573 $6,902,395
Wholesale 13% 12%
Reinsurance 3% 4%
Services 1% 1%
Invstmt. income 0.5% 0.5%
Other 1% 1%
Employees 61 55
Retail offices 1 1
Founded: 1982.
Retail brokerage: 91% commissions, 9% fees.
Employee benefits: 47% of revenues in 1997.
Licensed excess/surplus broker in: Pennsylvania.
Officers: Bryan Hondru, president; Wallace Merrell, Frank Mikan, William Hartz, executive vps; Kay Turnbull, assistant secretary/treasurer.
Contact: Bryan Hondru.
H&R Phillips Inc.
Empire State Building, 350 Fifth Ave., Suite 5400, New York, N.Y. 10118; 212-239-5353; fax: 212-239-5484
1997 1996
Gross revenues $2,500,000 $2,300,000
Brokerage rev. $2,200,000 $2,116,000
U.S. clients 100% 100%
Brokerage: Retail 66% 70%
U.S. offices $1,650,000 $1,610,000
Personal 15% 14%
Services 7% 8%
Invstmt. income 1% 2%
Other 11% 6%
Employees 20 23
Retail offices 1 1
Founded: 1964.
Retail brokerage: 93% commissions, 7% fees.
Employee benefits: 50% of revenues in 1997.
Licensed excess/surplus broker in: New York.
Officers: Judith L. Robinson, president; Carmen Barros, vp.
Contact: Judith L. Robinson, 212-239-5462.
Haas & Wilkerson Inc.
4300 Shawnee Mission Parkway, Shawnee Mission, Kan. 66205; 913-432-4400; fax: 913-432-6159
1997* 1996*
Premium volume $66,889,000 $66,430,000
Gross revenues $10,760,000 $10,580,000
Brokerage rev. $10,437,200 $10,156,800
U.S. clients 100% 100%
Brokerage: Retail 90% 91%
U.S. offices $9,684,000 $9,627,800
Wholesale 2% 1%
Personal 4% 3%
Services 1% 1%
Invstmt. income 3% 4%
Employees 95 95
Retail offices 5 5
* Fiscal years ending 1/31/98 and 1/31/97.
Founded: 1939.
Retail brokerage: 94% commissions, 6% fees.
Employee benefits: 6% of revenues in 1997.
Retail brokerage offices: Los Angeles; St. Petersburg, Fla.; St. Louis; Philadelphia; Nashville, Tenn.
Licensed excess/surplus broker in: Kansas, Missouri.
Officers: William R. Wilkerson, CEO/chairman; James Philip Coulson, president; Frederick P. Dunn, executive vp; L'Mitchell Castor, CFO/COO; Dan Allen, vp.
Contact: L'Mitchell Castor.
Hamilton Dorsey Alston Co.
4401 Northside Parkway, Suite 400, Atlanta, Ga. 30327; 770-850-0050; fax: 770-850-9375
http: www.hdains.com
1997* 1996*
Premium volume $92,000,000 $85,000,000
Gross revenues $11,391,758 $10,289,631
Brokerage rev. $10,708,253 $9,672,253
U.S. clients 95% 95%
Non-U.S. clients 5% 5%
Brokerage: Retail 76% 75%
U.S. offices $8,657,736 $7,717,223
Personal 16% 18%
Services 2% 1%
Invstmt. income 4% 4%
Other 2% 2%
Employees 94 85
Retail offices 1 1
* Fiscal years ending 10/31/97 and 10/31/96.
Founded: 1972.
Retail brokerage: 75% commissions, 25% fees.
Employee benefits: 25% of revenues in 1997.
Retail brokerage offices: Atlanta.
Licensed excess/surplus broker in: Georgia.
Officers: John C. Hamilton, president; Robert C. Smith, executive vp; Stephen F. Fallon, senior vp-employee benefits practices group; Dayna M. Carney, commercial risk management group; Curt L. Goetsch, personal risk management group.
Contact: John C. Hamilton.
Cameron M. Harris & Co.
P.O. Box 220748, Charlotte, N.C. 28222; 704-366-8834; fax: 704-366-8245
http: www.camharris.com
1997 1996
Premium volume $133,318,763 $136,127,153
Gross revenues $17,766,025 $16,444,064
Brokerage rev. $15,989,422 $14,520,109
U.S. clients 100% 100%
Brokerage: Retail 65.85% 66.4%
U.S. offices $11,698,927 $10,918,859
Personal 12.3% 12%
Services 1.8% 1.2%
Other 20.05% 20.4%
Employees 202 185
Retail offices 7 5
Founded: 1979.
Parent: C.M. Harris Holding Co.
Retail brokerage: 89.4% commissions, 10.6% fees.
Employee benefits: 11.36% of revenues in 1997.
Retail brokerage offices: Boone, Greensboro, Morganton and Raleigh, N.C.; Columbia and Greenville, S.C.
Licensed excess/surplus broker in: North Carolina.
Officers: Cameron Harris, president/CEO; James F. Walker, executive vp; M. Eugene Link, executive vp/COO; William A. Richard Jr., CFO/secretary/treasurer; Harold J. Wilkerson, vp.
Contact: Harold J. Wilkerson.
Hastings-Tapley Insurance Agency Inc.
271 Cambridge St., Cambridge, Mass. 02141; 617-876-7510; fax: 617-876-7155
1997* 1996*
Premium volume $95,076,467** $95,059,922**
Gross revenues $16,323,909 $15,307,076
Brokerage rev. $15,445,683 $14,449,880
U.S. clients 100% 100%
Brokerage: Retail 50.4% 50.35%
U.S. offices $8,227,250 $7,707,113
Services 44.22% 44.05%
Invstmt. income 5.38% 5.6%
Employees 191 177
Retail offices 5 4
* Fiscal years ending 9/30/97 and 9/30/96.
** Does not include life and group premiums.
Founded: 1866.
Retail brokerage: 94.33% commissions, 5.67% fees.
Employee benefits: 4% of revenues in 1997.
Acquisitions: Brown, Howe & Robichaud Insurance Agency, Leominster, Mass., October 1997.
Retail brokerage offices: Fairfield, Conn.; Brown, Howe & Robichaud Commercial Lines, Leominster, Mass; Governmental Entities Management Services Inc., Albany, N.Y.
Non-retail brokerage subsidiaries: Governmental Entities Management Services Inc., Albany, N.Y., and Glen Allen, Va. Lane-England Associates Inc., Cambridge, Mass.; NetCare Services Inc., Cambridge, Mass.
Licensed excess/surplus broker in: Massachusetts.
Officers: Frederick J. England Jr., chairman; E. Donald Lewis, president; Marsha K. Burridge, Jennifer L. Decker, executive vps.
Contact: Daniel A. Leone, senior vp/treasurer.
Healthcare Insurance Services Inc.
820 Gessner, Suite 1000, Houston, Texas 77024; 713-461-4000; fax: 713-461-4334
http: www.histx.com
1997 1996
Premium volume $299,660,276 $354,188,685
Gross revenues $43,335,455 $39,759,206
Brokerage rev. $43,335,455 $39,759,206
U.S. clients 100% 100%
Brokerage: Retail 58.6% 51.1%
U.S. offices $25,394,577 $20,316,934
Wholesale 17.7% 18.1%
Reinsurance 3.1% 6.8%
Services 20.6% 24%
Employees 180 188
Retail offices 7 7
Founded: 1983.
Parent: The Galtney Group Inc.
Retail brokerage: 89% commissions, 11% fees.
Acquisitions: Dennis Bartlett Insurance Agency, Plantation, Fla., March 1997.
Retail brokerage offices: Lafayette, La.; Nashville, Tenn.; Falls Church, Va.; HIS Insurance Agency of Florida Inc., Plantation, Fla.; Healthcare Risk Management Services Inc., Houston; Healthcare West Insurance Services Inc., Alamo, Calif.
Non-retail brokerage subsidiaries: Professional Risk Management Services Inc., Arlington, Va.; Western Litigation Specialtists Inc., Houston; WorkCare Inc., Houston; WorkCare Southeast Inc., Birmingham, Ala.
Licensed excess/surplus broker in: Arizona, California, Colorado, District of Columbia, Florida, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Nebraska, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Wisconsin, Wyoming.
Officers: William F. Galtney Jr., chairman; William V. Larkin, COO; William J. Reese, president-Healthcare Insurance Services Inc.,retail/wholesale operations; Phillip E. Reischman, president-Healthcare Insurance Services Inc.,risk concepts division; Robert Blasio, president-Western Litigation Specialists Inc.; Michael Nadler, president-WorkCare Inc.
Heath Group P.L.C.
133 Houndsditch, London EC3A 7AH, England; 44-171-234-4000; fax: 44-171-234-4111
http: www.heathgroup.com
1997* 1996*
Gross revenues $231,522,000** $233,850,672**
* Fiscal years ending 3/31/98 and 3/31/97. ** Converted at applicable exchange rates.
Founded: 1880.
Officers: John J.G. Mackenzie-Green, group chief executive; Michael H. Kier, chairman; Hamish Mackay, deputy chairman.
Joseph Held Co. Inc.
Wall Street Plaza, Seventh Floor, 88 Pine St., New York, N.Y. 10005-1801; 800-221-9940 or 212-732-3508;
fax: 212-797-5413
1997 1996
Premium volume $19,500,000 $19,250,000
Gross revenues $2,625,000 $2,525,000
Brokerage rev. $2,550,000 $2,475,000
U.S. clients 97% 97%
Non-U.S. clients 3% 3%
Brokerage: Retail 85% 87%
U.S. offices $2,231,250 $2,196,750
Wholesale 7% 7.5%
Personal 1% 1%
Services 1% 1%
Invstmt. income 6% 3.5%
Employees 8 8
Retail offices 1 1
Founded: 1897.
Retail brokerage: 97.5% commissions, 2.5% fees.
Licensed excess/surplus broker in: Florida, New York.
Officers: Kenneth S. Held, president/CEO; Renee Held, vp/secretary.
Contact: Kenneth Held.
Paul Hertel & Co. Inc.
243 Chestnut St., Philadelpia, Pa. 19106; 215-925-7657; 215-923-0342
1997 1996
Premium volume $38,000,000 $45,000,000
Gross revenues $3,600,000 $4,000,000
Brokerage rev. $3,420,000 $3,800,000
U.S. clients 100% 100%
Brokerage: Retail 73% 75%
U.S. offices $2,628,000 $3,000,000
Wholesale 5% 5%
Personal 16% 15%
Services 1% NA
Invstmt. income 5% 5%
Employees 30 32
Retail offices 1 1
Founded: 1908.
Retail brokerage: 98% commissions, 2% fees.
Retail brokerage offices: Philadelphia.
Licensed excess/surplus broker in: Delaware, New Jersey.
Officers: James J. McLaughlin, chairman; Robert J. Bush, president.
Hibbs-Halmark & Co.
P.O. Box 8357, 501 Shelley Drive, Tyler, Texas 75711; 903-561-8484; fax: 903-581-8988
1997 1996
Premium volume $28,056,501 $28,089,587
Gross revenues $12,388,037 $11,437,962
Brokerage rev. $12,225,754 $11,240,085
U.S. clients 100% 100%
Brokerage: Retail 27.92% 30.57%
U.S. offices $3,458,740 $3,496,585
Reinsurance 2.44% 1.45%
Personal 2.42% 2.81%
Services 65.91% 63.44%
Invstmt. income 0.94% 0.89%
Other 0.37% 0.84%
Employees 130 117
Retail offices 2 2
Founded: 1970.
Retail brokerage: 97.7% commissions, 2.3% fees.
Employee benefits: 10.10% of revenues in 1997.
Retail brokerage offices: Forney, Texas.
Non-retail brokerage subsidiaries: Claims Adminstrative Services Inc., Tyler, Texas.
Licensed excess/surplus broker in: Texas.
Officers: Billy E. Hibbs Sr., chairman/CEO; Billy Hibbs Jr., president; Mary Smith, secretary/treasurer; Barry Jones, executive vp; Gary Howell, executive vp-sales.
Contact: Billy E. Hibbs Sr.
Hilb, Rogal & Hamilton Co.
P.O. Box 1220, 4235 Innslake Drive, Glen Allen, Va. 23060; 804-747-6500; fax: 804-747-6046
http: www.hrh.com
1997 1996
Premium volume $1,100,000,000 $1,000,000,000
Gross revenues $173,709,000 $158,200,000
Brokerage rev. $168,497,730 $153,454,000
U.S. clients 96% 96%
Non-U.S. clients 4% 4%
Brokerage: Retail 76% 78%
U.S. offices $125,264,000 $116,654,000
Non-U.S. offices $6,755,000 $6,742,000
Personal 16% 16%
Services 5% 3%
Invstmt. income 3% 3%
Employees 1,700 1,750
Retail offices 66 67
Founded: 1982.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 13% of revenues in 1997.
Acquisitions: S.H. Gow & Co. Inc., Buffalo, N.Y., January 1997; Gow Management Services Inc., Buffalo, N.Y., January 1997; Lynam Insurance Agency Inc., Birmingham, Ala., January 1997; The Mark Agency, Tulsa, Okla., October 1997; Professional Insurance Associates, Atlanta, September 1997; Professional Practice Insurance Brokers, Redwood City, Calif., October 1997.
Retail brokerage offices: 66 offices nationwide.
Licensed excess/surplus broker in: Most states.
Officers: Robert H. Hilb, chairman; Andrew L. Rogal, president/CEO; Timothy J. Korman, executive vp-finance/administration; John C. Adams Jr., executive vp; Carolyn Jones, senior vp/CFO/treasurer.
Contact: Andrew L. Rogal or Carolyn Jones.
Hirsch Wolf & Co.
1505 Coney Island Ave., Brooklyn, N.Y. 11230; 718-252-2800; fax: 718-253-9682
1997 1996
Premium volume $38,000,000 $28,000,000
Gross revenues $2,300,000 $2,100,000
Brokerage rev. $2,254,000 $2,037,000
U.S. clients 100% 100%
Brokerage: Retail 74% 73%
U.S. offices $1,702,000 $1,533,000
Wholesale 1% 4%
Personal lines 13% 11%
Services 10% 9%
Invstmt. income 2% 3%
Employees 28 33
Retail offices 2 1
Founded: 1958.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 26% of revenues in 1997.
Retail brokerage offices: Passaic, N.J.
Licensed excess/surplus broker in: Connecticut, New York.
Officers: Hirsch Wolf, president; Raquel Wolf, secretary.
Hitachi Insurance Services Ltd.
11-1, Marunouchi 1-Chome, Chiyodaku, Tokyo 100-0005, Japan; 81-3-3636-5521; fax: 81-3-3636-4051
1997 1996
Premium volume $507,552,512 $585,779,085
Gross revenues $60,838,648 $69,059,574
Brokerage rev. $58,891,808 $66,780,612
U.S. clients 0.7% 0.6%
Non-U.S. clients 99.3% 99.4%
Brokerage: Retail 28.1% 27.1%
U.S. offices $407,536 $383,229
Non-U.S. offices $16,666,096 $18,331,920
Reinsurance 0.1% 0.1%
Personal lines 68.6% 69.5%
Invstmt. income 1.9% 1.9%
Other 1.3% 1.4%
Employees 406 403
Retail offices 33 34
Founded: 1949.
Parent: Hitachi Ltd.
Retail brokerage: 100% commissions.
Employee benefits: 23.8% of revenues in 1997.
Retail brokerage offices: 33 offices in Japan.
Non-retail brokerage subsidiaries: Hitachi Insurance Services, Hong Kong; Concord Enterprise Insurance Co. Ltd., Bermuda.
Officers: N. Fukuma, president; H. Ishizaki, senior executive managing director; R. Takuhara, executive managing director; K. Wariishi, H. Idogawa, board directors.
Contact: M. Funakubo, general manager-international department.
Holmes, Murphy & Associates Inc.
420 Keo Way, Des Moines, Iowa 50309; 515-286-4400; fax: 515-286-4494
1997* 1996*
Premium volume $208,630,473 $187,182,670
Gross revenues $23,675,319 $20,672,066
Brokerage rev. $23,415,790 $20,341,312
U.S. clients 100% 100%
Brokerage: Retail 79% 85%
U.S. offices $18,703,502 $17,571,256
Personal 1% 1%
Services 19% 13%
Invstmt. income 1% 1%
Employees 210.5 177.5
Retail offices 4 5
* Fiscal years ending 6/30/97 and 6/30/96.
Founded: 1930.
Parent: HMA Inc.
Retail brokerage: 80% commissions, 20% fees.
Employee benefits: 26% of revenues in 1997.
Retail brokerage offices: Bloomington, Ill.; Cedar Rapids and West Des Moines, Iowa; Dallas.
Licensed excess/surplus broker in: Illinios, Iowa, Texas.
Officers: J. Douglas Reichardt, chairman/director; James S. Swift, president/director; Nickolas J. Henderson, senior vp/secretary/director; Marlin C. Willis, senior vp/director; Carl P. Drautz, senior vp.
Contact: Nick Henderson.
Hylant-MacLean Group
1505 Jefferson Ave., Toledo, Ohio 43624; 419-255-1020; fax: 419-255-7557
http: www.hylant.com
1997 1996
Premium volume $200,000,000 $185,000,000
Gross revenues $18,500,000 $17,000,000
Brokerage rev. $18,315,000 $16,830,000
U.S. clients 100% 100%
Brokerage: Retail 91% 93%
U.S. offices $16,835,000 $15,810,000
Personal 1% 1%
Services 7% 5%
Invstmt. income 1% 1%
Employees 230 157
Retail offices 6 6
Founded: 1935.
Retail brokerage: 57% commissions, 43% fees.
Employee benefits: 13% of revenues in 1997.
Retail brokerage offices: Portland, Maine; Detroit; Cincinnati, Cleveland and Columbus Ohio; National Insurance Specialists, Toledo, Ohio.
Non-retail brokerage subsidiaries: Hylant Administrative Services, Toledo, Ohio; Hylant Health Management, Toledo, Ohio.
Licensed excess/surplus broker in: Michigan, Ohio.
Officers: Patrick R. Hylant, president; William F. Buckley, vp/COO; J. Scott Stewart, Richard C. Hylant, Michael M. Hylant, vps.
Contact: Dianne Cameron.