May 13, 2013 Grand rapids Business Journal 13
Insurance: Employee Benefits
Top Area Employee Benefits Consultants(Ranked by 2012 west michigan benefits Revenue)
Living surveysMercer offers re-sults of two sur-veys on its website, Quality of Living and Cost of Living from around the globe.
Mutual insuranceFounded in 1984, Northwestern Mu-tual Life provides benefit services for 24,000 clients in 97 metropolitan areas in the U.S.
Full packageAside from benefit planning, Discov-ery Financial also covers full financial planning options.
Innovative designHNI 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)
20122011 W.
Mich.BenefitsRevenue
No. OfW. Mich.Benefits
Employees
No. OfCompanies To
Whom ServicesProvided
No. OfLicensedBenefits
Agents OrConsultants
SellInsurance?/InvestmentServices?
Compensation:Commissions Or
Fees Or Both? Services Provided
1 Lighthouse Insurance Group / Mills Benefit Group4808 Broadmoor Ave. SEKentwood 49512p (616) 698-7373 f 455-9488lighthousegroup.net
Robert HeintzJamie Mills
ThomasHelmstetter
Tom Helmstetter
$9.04M$6.16M
46 DND 41 YN
Both Complete employee benefit plan servicesincluding plan design, consultation,technology systems, marketing and analysisfor all lines of coverage
2 Mercer200 Ottawa Ave. NWGrand Rapids 49503p (616) 233-4350 f 233-4309mercer.com
Julie SessionsE.J. Pearson
$4.75M$4.25M
12 DND 11 YY
Both Retirement, talent, benefits and investments
3 Acrisure Benefits Group5664 Prairie Creek Drive SECaledonia 49316p (616) 541-1500 f (800) 847-3129acrisure.com
Greg WilliamsRicky Norris
Donald Collins
$3.89M$3.38M
12 1,527 10 YY
Both Benefits plan design, analysis andadministration, commercial and personalinsurance, human resource outsourcing
4 Wells Fargo Insurance Services USA Inc.648 Monroe Ave. NWGrand Rapids 49503p (616) 454-7153 f 454-1718wfis.wellsfargo.com/grmi
William Rothwell $3.79M$3.60M
21 DND 19 YN
Both Design, implementation, maintenance,communication and improvement ofemployee benefit programs
5 Advantage Benefits Group89 Monroe Center Ave. NWGrand Rapids 49503p (616) 458-3597 f 458-6672advantageben.com
Robert HughesKurt Swardenski
$3.40M$3.25M
13 DND 6 YY
Both DND
6 Strategic Employee Benefit Services(Northwestern Mutual Financial Network)85 Campau Ave. NWGrand Rapids 49503p (616) 233-2026 f 233-2137strategicebs.com
Scott Bloem $2.79M$2.58M
8 DND 8 YN
Both Health care reform analytics. Comprehensiveemployee benefit planning includingcompliance, wellness and enrollmentsolutions
7 Pinnacle Insurance Partners LLC1430 Monroe Ave. NW, Suite 100Grand Rapids 49505p (616) 458-8990 f 913-3301pinnacleinsurancepartners.com
Russ ManzJohn Perras
$2.10M$1.60M
26 350 26 YY
Both Group benefits, 401(k) retirement, individualmedical, health care reform planning andadvice
8 Preferred Benefits Inc.967 Spaulding Ave. SEAda 49301p (616) 956-1199 f 956-1214preferredbenefits.com
Susan Mason $815,000$822,000
4 150 3 YN
Both DND
9 Hungerford, Aldrin, Nichols & Carter PC2910 Lucerne Drive SEGrand Rapids 49546p (616) 949-3200 f 949-7720www.HANC.com
Rick ChrismanCarla Grant
$650,000$650,000
5 50 0 NN
Fees Department of Labor required audits ofemployee benefit plans, retirement plandesign consulting, preparation of required taxand informational returns
10 Discovery Financial971 Spaulding SE, Suite AAda 49301p (616) 957-9999 f 957-9949discoveryfinancialllc.com
David MuilenbergJeffrey Keessen
Matthew Lehman
$310,000$265,000
5 35 8 YY
Fees 401(k) & pension plans, SIMPLE, SEP &rollover IRA's, life & disability insurance,Medicare supplement plans, group &individual health plans
11 HNI140 Monroe Center NW, Suite 200Grand Rapids 49503p (616) 264-3001hni.com
Jim McKinleyJohn Rogers
Randy PhelpsNathan Steffen
$3,000$0
6 20 2 YN
Both Innovative plan design, funding/contributionstrategies, data & cost modeling benefitscommunications consulting, compliance/technology audits, wellness
Aon Risk Solutions171 Monroe Ave. NW, Suite 525Grand Rapids 49503p (616) 456-5366 f 456-7451aon.com
Lynn JekkalsJon Snead
DNDDND
35 DND 25 YY
Both Employee benefits brokerage and consultingservices including health care reformmodeling, compliance, global benefits andclaims audits
Doyle & Ogden Insurance Advisors3330 Broadmoor Ave. SE, Suite EGrand Rapids 49512p (616) 949-9000 f 949-9568doyle-ogden.com
Michael Doyle DNDDND
4 DND 4 YN
Both Auto, home, business, transportation &employment benefits
Insurance Planning Services212 S. Harbor DriveGrand Haven 49417p (616) 846-7676 f 846-7681
David Whiting DNDDND
2 DND DND YY
Both DND
KDP Retirement Plan Services Inc.3060 Lake Eastbrook Blvd. SEGrand Rapids 49512p (616) 940-4114 f 940-4160kdprps.com
Karen Kozminski DNDDND
24 1,000 0 NN
Fees Recordkeeping and consulting for all types ofqualified retirement plans
MEBS3809 Lake Eastbrook Blvd. SEGrand Rapids 49546p (616) 458-6327 f 458-1486mebs.com
Timothy Spink DNDDND
80 DND 5 YN
Both DND
Ottawa Kent7472 Main St.Jenison 49428p (616) 457-1320 f 457-4050ottawakent.com
Michael Haverdink DNDDND
23 DND 23 YN
Both Compliance and health risk management
Professional Benefits Services2959 Lucerne Drive SEGrand Rapids 49546p (616) 285-2480 f 285-9965professionalbenefits.net
K. SikkemaH. LancasterT. Gottlick
Dawn ReynoldsB. Gottlick
DNDDND
33 225 6 YN
Both Third-party administrative services andretiree outsourcing solutions
River City Benefit Designs14637 16th Ave.Marne 49435p (616) 677-3136 f 677-1162rcbd.com
John Layton DNDDND
4 90 4 YN
Fees DND
Spectrum Benefits LLC721 Three Mile Road NWGrand Rapids 49544p (616) 647-8044 f 647-8111spectrumbenefitsllc.com
Wally MartyniekJeff Liggett
DNDDND
6 DND 4 YN
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 toBusiness 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 beconsidered for future lists, e-mail [email protected]. DND = Did not disclose
