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USI Insurance Services Corp.
235 Pine St., 10th Floor, San Francisco, Calif. 94104; 415-983-0100;
fax: 415-983-0101
1997* 1996*
Premium volume $2,000,000,000 $1,250,000,000
Gross revenues $236,200,000 $163,300,000
Brokerage rev. $236,200,000 $161,993,600
U.S. clients 100% 100%
Brokerage: Retail 65.9% 62.5%
U.S. offices $155,655,800 $102,062,500
Wholesale 1.8% 2.8%
Personal 8.2% 8.9%
Services 24.1% 25%
Other NA 0.8%
Employees 2,336 1,647
Retail offices 58 33
*Figures reported on an annualized basis.
Founded: 1994.
Parent: USI Holdings Corp.
Retail brokerage: 85% commissions, 15% fees.
Employee benefits: 48.2% of revenues in 1997.
Acquisitions: AIMS, New York, March 1998; Advanced Benefits, Santa Rosa, Calif., November 1997; BAC Risk Management Inc., Plantation, Fla., April 1997; Benefit Plan Concepts, Houston, March 1998; Braishfield Associates, New York, July 1997; Butler Haratsell, Richmond, Va., April 1998; Stephen H. Douglas, New York, December 1997; E.W. Shippee & Co., North Kingstown, R.I., June 1997; Encore Entertainment, Sherman Oaks, Calif., January 1998; Hargrove Insurance Agency, Richmond, Va., July 1997; Henderson & Whaland, Manchester, N.H., May 1997; Horizon Financial Group, Plantation, Fla., May 1997; Hyatt Agency, Virginia Beach, Va., May 1998; InLine Financial Group, Boca Raton, Fla., May 1998; Johnson & Porter, Contoocook, N.H., February 1997; Robert C. Koch Inc., Vienna, Va., June 1997; Marine Insurance Services, Atlanta, July 1997; Member Benefit Services, Columbia, Md., December 1997; Morgan & Cheves Insurance, Alexandria, Va., July 1997; Morrill Koslow Associates, Boston, March 1998; Premier Insurance Group, West Palm Beach, Fla., February 1997; Riverside Insurance Associates, Westport, Conn., March 1997; SJA Brokerage, Fort Worth, Texas, June 1997; Spadaccia, Ryan & Haas, Yorktown Heights, N.Y., February 1998; Strategic Benefit Planning Corp., Houston, July 1997; Technical Risks of Louisiana, New Orleans, April 1998; Boyd A. Williams, Metairie, La., February 1998; Wood-Mena, Houston, April 1998.
Licensed excess/surplus broker.
Officers: Bernard H. Mizel, chairman/CEO; John A. Addeo, president/COO; David L. Eslick, executive vp.
Contact: Rebecca V. Cardamone, vp-planning/marketing/communications.
V
Van Beurden Insurance Services Inc.
1600 Draper St., P.O. Box 67, Kingsburg, Calif. 93631; 209-897-2975; fax: 209-897-4070
http: www.vanbeurden.com
1997 1996
Premium volume $179,603,239 $159,707,751
Gross revenues $17,293,931 $15,289,398
Brokerage rev. $16,083,356 $14,524,928
U.S. clients 100% 100%
Brokerage: Retail 60% 70%
U.S. offices $10,376,359 $10,702,579
Wholesale 28% 17%
Personal 5% 8%
Invstmt. income 3% 2%
Other 4% 3%
Employees 97 95
Retail offices 12 12
Founded: 1934.
Retail brokerage: 100% commissions.
Employee benefits: 8% of revenues in 1997.
Retail brokerage offices: Ketchikan, Alaska; Caruthers, Corona, Los Osos, Paso Robles, Visalia and Woodland, Calif.; Denver; Atlanta; Portland, Ore.; Seattle.
Licensed excess/surplus broker in: California.
Officers: William J. Van Beurden, president; Steven C. Wigh, senior vp; Donald K. Bingham, president-Van Beurden-Wa. Corp.; Charles R. Hayes, president, Van Beurden-Hayes, Ore. Corp.
Contact: Steven C. Wigh.
Truman Van Dyke Co.
6255 Sunset Blvd., Suite 1401, Hollywood, Calif. 90028; 213-462-3300; fax: 213-462-4857
1997 1996
Premium volume $9,534,663 $8,929,805
Gross revenues $2,048,378 $1,943,801
Brokerage rev. $2,048,378 $1,943,801
U.S. clients 99% 98%
Non-U.S. clients 1% 2%
Brokerage: Retail 72% 82%
U.S. offices $1,474,832 $1,593,917
Wholesale 28% 18%
Employees 19 17
Retail offices 1 1
Founded: 1953.
Retail brokerage: 95% commissions, 5% fees.
Licensed excess/surplus broker in: California.
Officers: Truman Van Dyke Jr., president; Kent Hamilton, executive vp; Tanya Applegate, secretary.
Contact: Truman Van Dyke Jr.
Van Gilder Insurance Corp.
700 Broadway, Suite 1000, Denver, Colo. 80203; 303-837-8500;
fax: 303-831-5295
1997 1996
Premium volume $104,012,000 $105,426,000
Gross revenues $16,234,000 $16,535,000
Brokerage rev. $15,097,620 $14,451,590
U.S. clients 100% 100%
Brokerage: Retail 82.2% 78.8%
U.S. offices $13,344,348 $13,029,580
Personal 10.8% 9.6%
Invstmt. income 7.0% 12.6%
Employees 160 160
Retail offices 4 4
Founded: 1905.
Retail brokerage: 98% commissions, 2% fees.
Employee benefits: 8.2% of revenues in 1997.
Retail brokerage offices: Sterling, Colo.; Kansas City, Kan.; Casper, Wyo.
Non-retail brokerage subsidiaries: Denver.
Licensed excess/surplus broker.
Officers: Dell Van Gilder, president/CEO; Henry Higginbottom, CFO; Jerry Ray, COO; Velma Lane, Jim Hayes, Bob Mikkelson, senior vps.
Contact: Dell Van Gilder.
Van Meter Insurance
1240 Fair Way St., Bowling Green, Ky. 42103; 502-781-2020; fax: 502-843-8808
http: www.vanmeterins.com
1997 1996
Premium volume $58,955,000 $64,775,000
Gross revenues $13,068,700 $10,792,000
Brokerage rev. $12,676,639 $10,468,240
U.S. clients 100% 100%
Brokerage: Retail 60% 73%
U.S. offices $7,841,220 $7,878,160
Personal 5% 5%
Services 32% 19%
Invstmt. income 1% 1%
Other 2% 2%
Employees 127 127
Retail offices 4 5
Founded: 1977.
Retail brokerage: 93% commissions, 7% fees.
Employee benefits: 11% of revenues in 1997.
Retail brokerage offices: Lexington and Owensboro, Ky.; Brentwood, Tenn.
Officers: William B. Van Meter, chairman; Louis M. Berman, president; Tim A. Renfro, Gerald R. Heming, vps.
Vidal & Rodriguez Inc.
239 Ave. Arterial Hostos, Capital Center Building, South Tower, Suite 501, San Juan, Puerto Rico 00918-1475; 787-751-7610; fax: 787-763-2810
1997* 1996*
Premium volume $18,233,767 $20,189,440
Corporate gross revenues $2,700,000 $2,600,000
Non-U.S. clients 100% 100%
Brokerage rev. $2,673,000 $2,574,000
Brokerage: Retail 89.5% 89.5%
Non-U.S. offices $2,416,500 $2,327,000
Wholesale 5% 5%
Personal lines 3% 3%
Services 1.5% 1.5%
Invstmt. income 1% 1%
Employees 21 20
Retail offices 2 2
**Fiscal years ending 6/30/97 and 6/30/96.
Founded: 1986.
Retail brokerage: 98.5% commissions, 1.5% fees.
Employee benefits: 13% of revenues in 1997.
Retail brokerage offices: Capital Insurance Agency Inc., St. Thomas, U.S. Virgin Islands.
Licensed excess/surplus broker in: Puerto Rico, U.S. Virgin Islands.
Officers: Luis Rodriguez, president; Diego Vidal, executive vp; Eduardo Sierra, Cynthia Roman, vps; Rocio Brinez, controller.
Contact: Luis Rodriguez or Diego Vidal.
VistaNational Insurance Group Inc.
1300 W. Higgins Road, Suite 220, Park Ridge, Ill. 60068; 847-823-8095;
fax: 847-823-8120
http: www.vistanational.com
1997 1996
Premium volume $30,072,023 $28,389,490
Gross revenues $1,293,097 $1,212,993
Brokerage rev. $1,280,166 $1,188,733
U.S. clients 100% 100%
Brokerage: Retail 94% 93%
U.S. offices $1,215,511 $1,128,083
Reinsurance 4% 5%
Services 1% NA
Invstmt. income 1% 2%
Employees 14 10
Retail offices 1 1
Founded: 1996.
Retail brokerage: 100% commissions.
Employee benefits: 100% of revenues in 1997.
Retail brokerage offices: Park Ridge, Ill.
Contact: Terita Smith, business development manager.