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MAY 13, 2013 GRAND RAPIDS BUSINESS JOURNAL 13 Insurance: Employee Benefits Top Area Employee Benefits Consultants (RANKED BY 2012 WEST MICHIGAN BENEFITS REVENUE) Living surveys Mercer offers re- sults of two sur- veys on its website, Quality of Living and Cost of Living from around the globe. Mutual insurance Founded in 1984, Northwestern Mu- tual Life provides benefit services for 24,000 clients in 97 metropolitan areas in the U.S. Full package Aside from benefit planning, Discov- ery Financial also covers full financial planning options. Innovative design HNI looks at a company’s data and then creates a unique custom plan suited for the needs of an individual business. ListStore @ GRBJ.com Download this list now at GRBJ.com in Excel or PDF format. The Book of Lists and other lists are also available. Top W. Mich. Executive(s) 2012 2011 W. Mich. Benefits Revenue No. Of W. Mich. Benefits Employees No. Of Companies To Whom Services Provided No. Of Licensed Benefits Agents Or Consultants Sell Insurance?/ Investment Services? Compensation: Commissions Or Fees Or Both? Services Provided 1 Lighthouse Insurance Group / Mills Benefit Group 4808 Broadmoor Ave. SE Kentwood 49512 p (616) 698-7373 f 455-9488 lighthousegroup.net Robert Heintz Jamie Mills Thomas Helmstetter Tom Helmstetter $9.04M $6.16M 46 DND 41 Y N Both Complete employee benefit plan services including plan design, consultation, technology systems, marketing and analysis for all lines of coverage 2 Mercer 200 Ottawa Ave. NW Grand Rapids 49503 p (616) 233-4350 f 233-4309 mercer.com Julie Sessions E.J. Pearson $4.75M $4.25M 12 DND 11 Y Y Both Retirement, talent, benefits and investments 3 Acrisure Benefits Group 5664 Prairie Creek Drive SE Caledonia 49316 p (616) 541-1500 f (800) 847-3129 acrisure.com Greg Williams Ricky Norris Donald Collins $3.89M $3.38M 12 1,527 10 Y Y Both Benefits plan design, analysis and administration, commercial and personal insurance, human resource outsourcing 4 Wells Fargo Insurance Services USA Inc. 648 Monroe Ave. NW Grand Rapids 49503 p (616) 454-7153 f 454-1718 wfis.wellsfargo.com/grmi William Rothwell $3.79M $3.60M 21 DND 19 Y N Both Design, implementation, maintenance, communication and improvement of employee benefit programs 5 Advantage Benefits Group 89 Monroe Center Ave. NW Grand Rapids 49503 p (616) 458-3597 f 458-6672 advantageben.com Robert Hughes Kurt Swardenski $3.40M $3.25M 13 DND 6 Y Y Both DND 6 Strategic Employee Benefit Services (Northwestern Mutual Financial Network) 85 Campau Ave. NW Grand Rapids 49503 p (616) 233-2026 f 233-2137 strategicebs.com Scott Bloem $2.79M $2.58M 8 DND 8 Y N Both Health care reform analytics. Comprehensive employee benefit planning including compliance, wellness and enrollment solutions 7 Pinnacle Insurance Partners LLC 1430 Monroe Ave. NW, Suite 100 Grand Rapids 49505 p (616) 458-8990 f 913-3301 pinnacleinsurancepartners.com Russ Manz John Perras $2.10M $1.60M 26 350 26 Y Y Both Group benefits, 401(k) retirement, individual medical, health care reform planning and advice 8 Preferred Benefits Inc. 967 Spaulding Ave. SE Ada 49301 p (616) 956-1199 f 956-1214 preferredbenefits.com Susan Mason $815,000 $822,000 4 150 3 Y N Both DND 9 Hungerford, Aldrin, Nichols & Carter PC 2910 Lucerne Drive SE Grand Rapids 49546 p (616) 949-3200 f 949-7720 www.HANC.com Rick Chrisman Carla Grant $650,000 $650,000 5 50 0 N N Fees Department of Labor required audits of employee benefit plans, retirement plan design consulting, preparation of required tax and informational returns 10 Discovery Financial 971 Spaulding SE, Suite A Ada 49301 p (616) 957-9999 f 957-9949 discoveryfinancialllc.com David Muilenberg Jeffrey Keessen Matthew Lehman $310,000 $265,000 5 35 8 Y Y Fees 401(k) & pension plans, SIMPLE, SEP & rollover IRA's, life & disability insurance, Medicare supplement plans, group & individual health plans 11 HNI 140 Monroe Center NW, Suite 200 Grand Rapids 49503 p (616) 264-3001 hni.com Jim McKinley John Rogers Randy Phelps Nathan Steffen $3,000 $0 6 20 2 Y N Both Innovative plan design, funding/contribution strategies, data & cost modeling benefits communications consulting, compliance/ technology audits, wellness Aon Risk Solutions 171 Monroe Ave. NW, Suite 525 Grand Rapids 49503 p (616) 456-5366 f 456-7451 aon.com Lynn Jekkals Jon Snead DND DND 35 DND 25 Y Y Both Employee benefits brokerage and consulting services including health care reform modeling, compliance, global benefits and claims audits Doyle & Ogden Insurance Advisors 3330 Broadmoor Ave. SE, Suite E Grand Rapids 49512 p (616) 949-9000 f 949-9568 doyle-ogden.com Michael Doyle DND DND 4 DND 4 Y N Both Auto, home, business, transportation & employment benefits Insurance Planning Services 212 S. Harbor Drive Grand Haven 49417 p (616) 846-7676 f 846-7681 David Whiting DND DND 2 DND DND Y Y Both DND KDP Retirement Plan Services Inc. 3060 Lake Eastbrook Blvd. SE Grand Rapids 49512 p (616) 940-4114 f 940-4160 kdprps.com Karen Kozminski DND DND 24 1,000 0 N N Fees Recordkeeping and consulting for all types of qualified retirement plans MEBS 3809 Lake Eastbrook Blvd. SE Grand Rapids 49546 p (616) 458-6327 f 458-1486 mebs.com Timothy Spink DND DND 80 DND 5 Y N Both DND Ottawa Kent 7472 Main St. Jenison 49428 p (616) 457-1320 f 457-4050 ottawakent.com Michael Haverdink DND DND 23 DND 23 Y N Both Compliance and health risk management Professional Benefits Services 2959 Lucerne Drive SE Grand Rapids 49546 p (616) 285-2480 f 285-9965 professionalbenefits.net K. Sikkema H. Lancaster T. Gottlick Dawn Reynolds B. Gottlick DND DND 33 225 6 Y N Both Third-party administrative services and retiree outsourcing solutions River City Benefit Designs 14637 16th Ave. Marne 49435 p (616) 677-3136 f 677-1162 rcbd.com John Layton DND DND 4 90 4 Y N Fees DND Spectrum Benefits LLC 721 Three Mile Road NW Grand Rapids 49544 p (616) 647-8044 f 647-8111 spectrumbenefitsllc.com Wally Martyniek Jeff Liggett DND DND 6 DND 4 Y N Both DND The Grand Rapids Business Journal list of top area employee benefit consultants/administrators, ranked by 2012 West Michigan benefits revenue, is the most comprehensive available. The list is based on responses to Business Journal surveys. The Business Journal defines "West Michigan" as Allegan, Kent, Ottawa and Muskegon counties. The Business Journal surveyed 86 companies; 23 returned surveys and 20 are listed. To be considered for future lists, e-mail [email protected]. DND = Did not disclose
