Employee Benefit Associates
Acquisition in 2025
Employee Benefit Associates is an insurance agency specializing in benefits consulting. It offers a range of services including strategic benefits planning, compliance assistance, HR support, vendor management, and total health management. The company aims to help clients optimize their employee benefits programs by providing expert guidance and tailored solutions.
F.A.R.E. Healthcare
Acquisition in 2023
F.A.R.E. Healthcare specializes in offering comprehensive group benefit packages, life insurance, and employee healthcare solutions. Their services are designed to provide fair and reasonable healthcare access to all employees.
Morneau Shepell - Benefits Consulting Practice
Acquisition in 2020
Morneau Shepell - Benefits Consulting Practice is a provider of technology-enabled HR services.
Benefex Consulting
Acquisition in 2020
Benefex Consulting provides advisory services on employee benefits, retirement planning, and compensation packages for employers. The firm designs and administers employee benefits and group insurance programs, supports executive and individual insurance, and helps clients understand how commissions affect program pricing. Its services cover compliance, including FMLA and workers' compensation, as well as medical and voluntary benefit plans. Benefex operates across Canada and the United States, including provinces such as British Columbia, Alberta, Saskatchewan, Ontario, Yukon, and Northwest Territories, and has a presence in Florham Park, New Jersey. The firm guides employers and employees in choosing and managing benefits and retirement offerings.
PDF Financial
Acquisition in 2019
PDF Financial Group Inc. is an independent brokerage based in Toronto, Canada, with an additional office in Oakville. Founded in 2008, the company specializes in providing employee benefits and insurance brokerage services. Its offerings include consulting and outsourcing for employee benefit programs, group retirement plans, and human resources initiatives. PDF Financial also delivers financial advisory services related to executive coverage, pension plans, self-insured plans, and spending accounts. The firm aims to align employee benefits with clients' human resources strategies, utilizing products and programs underwritten by various insurance companies and third parties. As of October 2019, PDF Financial operates as a subsidiary of HUB International Limited.
Regency Advisory Corporation
Acquisition in 2019
Regency Advisory Corporation, founded in 2006 and headquartered in Saskatoon, Canada, specializes in employee benefits consulting services. As a subsidiary of HUB International Limited since October 2019, the firm offers innovative and proprietary solutions aimed at enhancing the cost sustainability and value of benefits programs for its clients. Regency provides a range of services including prescription cost management, online plan enrollment, administrative support, and comprehensive employee benefits management. By assisting businesses in optimizing their employee benefits strategies, Regency helps them reduce costs through strategic changes to insurance carriers and plan modifications.
RiteHealth Solutions
Acquisition in 2019
RiteHealth Solutions is a boutique employment benefits brokerage firm located in Lafayette, Colorado, with over 20 years of experience in the industry. The company specializes in providing a range of services including electronic enrollment processing, employee claims adjudication, and daily administrative support. Additionally, RiteHealth offers comprehensive human resource support and compliance services, allowing employers to maintain an efficient and streamlined benefits platform for their employees. Through its expertise, RiteHealth Solutions facilitates better management of employee benefits, ensuring that clients receive tailored consulting services to meet their specific needs.
Integrated Risk Solutions
Acquisition in 2019
Integrated Risk Solutions is a commercial insurance and employee benefits agency that specializes in risk management consulting. The company offers a range of services aimed at ensuring workplace safety and risk protection, including risk modeling, hazard identification, loss control engineering, and claims management. By focusing on sectors such as construction, hospitality, manufacturing, and transportation, Integrated Risk Solutions helps businesses navigate potential risks and prepares them for effective claim management. Their outcome-based claims solutions are designed to optimize results in adverse situations, thereby enhancing overall business resilience.
The Ward Agency
Acquisition in 2018
The Ward Agency is a family-owned insurance brokerage firm, established in 1964 by Jack Ward and currently led by his sons, Scott and Jay Ward. With a strong foundation built on integrity, the agency specializes in employee benefit programs, retirement plans, workplace wellness initiatives, and individual health and life insurance plans. The Ward Agency employs advanced technology and professional consulting services to deliver comprehensive and cost-effective solutions to a diverse client base, including 150 corporate employers and numerous individual clients. Often regarded as an extension of clients' HR departments, the agency fosters long-term relationships characterized by open communication and results-driven performance, with some partnerships lasting over 30 years. The Ward Agency operates from offices in Longview and Tyler, Texas, leveraging over 100 years of combined experience to meet the needs of its clients.
dElta Benefits
Acquisition in 2018
dElta Benefits Inc., founded in 1997 and based in Saint-Lambert, Canada, specializes in insurance and pension plan brokerage services. Operating as a subsidiary of HUB International Limited since May 2018, the company offers a range of multidisciplinary services, including support and actuarial services for group insurance and retirement plans. Additionally, dElta Benefits provides human resources and disability management solutions aimed at assisting mid-sized and large businesses in reducing costs and safeguarding their financial interests.
Banyan Consulting Group
Acquisition in 2017
Banyan Consulting Group, Inc. is a consultancy firm based in Greensboro, North Carolina, specializing in employee benefits and wellness programs since its inception in 1992. The company offers a comprehensive range of services, including employee benefit consulting, medical and non-medical plan designs, claims analysis, compliance support, and wellness initiatives. Banyan focuses on creating tailored solutions that enhance employee health, reduce costs, and foster a positive corporate culture, ultimately contributing to improved productivity. Additionally, the firm provides a suite of HR support tools and technologies to ensure clients maintain compliance with benefit plans, delivering a unique and effective experience in the benefits consulting industry. Since 2017, Banyan has operated as a subsidiary of HUB International Limited.
Coordinated Resources Group
Acquisition in 2017
Coordinated Resources Group, Inc., also known as CRG, is a company based in Portland, Oregon, that specializes in employee benefits, human resources, and payroll services. Founded in 1982, CRG offers a comprehensive range of tools and resources designed to meet the needs of local and West Coast organizations. The company focuses on providing affordable and efficient solutions in the realm of employer services, including consulting and support in employee benefits and human resources management. As of August 2017, CRG operates as a subsidiary of HUB International Limited.
MillsonJames
Acquisition in 2017
MillsonJames, LLC, founded in 2010 and headquartered in Winter Park, Florida, specializes in human resource information technology consulting services. The company offers advisory services to employers, employee benefit brokers, and service providers, focusing on enhancing decision-making regarding workforce management. MillsonJames provides a centralized repository for HR data, enabling organizations to effectively track employee performance, manage compensation, and ensure regulatory compliance. This comprehensive approach helps clients maximize their budgets, streamline business processes, and maintain competitiveness in the marketplace. As of July 2017, MillsonJames operates as a subsidiary of HUB International Limited.
BenefitsMart
Acquisition in 2016
BenefitsMart LLC is an independent insurance brokerage firm. They handle all personal lines of insurance (major medical, life, disability, medicare supplements, long term care and Aflac. They work with individuals and small companies (under 100 employees). They pride ourselves on working very closely with their prospective clients to analyze their existing benefits, recommend changes (if warranted) and try most of all to work within the budget constraints of the individual or company.
Greene Hazel Insurance Group
Acquisition in 2016
Greene Hazel Insurance Group is an insurance brokerage firm based in Jacksonville, Florida, founded in 1984. The company specializes in risk management consulting and handling insurance placements across various sectors, including property, casualty, personal, and employee benefits. It offers a wide range of personal insurance products, such as auto, home, renters, and motorcycle insurance, as well as commercial insurance tailored for contractors, manufacturers, retailers, and other businesses. Additionally, Greene Hazel provides life and health insurance options, retirement plans, and group insurance products. The company also features property and casualty insurance services, including general liability, business auto, and workers' compensation coverage. Greene Hazel Insurance Group, which was formerly known as Greene-Hazel & Associates, Inc., became a subsidiary of HUB International Limited in 2016.
RPG Solutions
Acquisition in 2016
RPG Solutions, Inc. is a company based in Raleigh, North Carolina, specializing in employee benefits and human resource services. Founded in 2000, it offers a comprehensive range of employee benefits, including various health plans, dental and vision coverage, disability insurance, life insurance, retirement plans, and long-term care policies. The company also provides strategic human resource services, such as organizational development, compliance management, performance management, and leadership development. Additionally, RPG Solutions assists organizations with mergers and acquisitions, vendor partnerships, and employee relations. As of 2016, the company operates as a subsidiary of HUB International Limited.
Forest Financial Group
Acquisition in 2015
Forest Financial Group, Inc. is an employee benefits consulting firm founded in 1998 and headquartered in Lake Forest, Illinois. The company specializes in providing a wide range of services, including employee benefits consulting, health care cost containment, benefits administration, and compliance with healthcare reform. It also offers wellness programs, human resource consulting, and risk management services. Additionally, Forest Financial Group provides workplace violence prevention strategies and 401(k) retirement services. With a focus on delivering tailored solutions, the firm leverages its extensive product knowledge and industry experience to act as a trusted advisor, serving clients across the United States and internationally. As of 2015, it operates as a subsidiary of Forest Financial Insurance and Financial Services, Inc.
Employee Benefits Group
Acquisition in 2015
Employee Benefits Group Inc. is a consulting firm based in Spokane, Washington, specializing in comprehensive benefit programs and services. The company offers a wide range of consulting solutions, including medical insurance, risk management, disability and dental insurance, life and vision insurance, long-term care, and voluntary employee-paid programs. Additionally, it provides expertise in flexible spending accounts (FSA), health reimbursement arrangements (HRA), health savings accounts (HSA), COBRA, and ERISA compliance. Employee Benefits Group also assists clients with self-funded and fully insured plans, benefit statements, experience reports, benchmarking, and various online tools. The firm operates as a subsidiary of Hub International Northwest LLC.
Howitt Benefit Services
Acquisition in 2015
Howitt Benefit Services, Inc. is a provider of human resources benefit services and employee benefit consulting, headquartered in San Jose, California. Established in 1980, the company specializes in a range of services, including benefits administration management, due diligence, cost containment strategies, and compliance support. Additionally, it offers open enrollment assistance, employee wellness programs, and retirement savings solutions. Howitt Benefit Services also provides international consulting and HR compliance services, positioning itself as a comprehensive resource for organizations seeking to enhance their employee benefits and wellness initiatives. As of September 2015, it operates as a subsidiary of HUB International Limited.
EmSpring
Acquisition in 2015
EmSpring Corporation is an employee benefits brokerage firm based in Bellevue, Washington, with additional offices in Yakima and Spokane. It serves employers in Washington, Oregon, and Idaho, specializing in self-funded medical coverage plans. The company assists employer, trust, and association clients in designing ACA-compliant employee benefit plans aimed at attracting and retaining employees. EmSpring's offerings include broker services for self-funding, pharmacy benefit management, wellness programs, and various benefit plans such as medical, dental, disability, and voluntary benefits. Additionally, the firm provides comprehensive human resource management services, including benefits administration, employee communication programs, and compliance support. EmSpring also delivers insurance and compensation support services, encompassing group and individual insurance, retirement plans, and executive benefit solutions. Its diverse client base includes small and large businesses, private and governmental organizations, as well as not-for-profit entities. As of September 2015, EmSpring operates as a subsidiary of HUB International Limited.
Group Benefit Specialists
Acquisition in 2015
Group Benefit Specialists, Inc. is a provider of insurance and employee benefit plans, specializing in a comprehensive range of services. The company focuses on benefits consulting, human resource management, compliance, and employee health and wellness initiatives. It offers a variety of products, including group medical and dental insurance, ancillary benefits such as life and disability insurance, and long-term care benefits. Additionally, Group Benefit Specialists provides supplemental insurance options for critical illnesses, accidents, and cancer, along with individual insurance protection. Its goal is to deliver tailored benefit packages that enhance efficiency, reduce costs for clients, and improve overall employee satisfaction.
The HDH Group
Acquisition in 2015
The HDH Group, Inc. is an insurance brokerage and consulting firm based in Pittsburgh, Pennsylvania, with additional offices worldwide. Established in 1982, the company offers a comprehensive suite of services, including risk management, human capital management, and alternative risk solutions. Its risk management services encompass risk exposure analysis, program design and implementation, insurance audits, and due diligence for mergers and acquisitions. The company also provides human capital management solutions that help employers attract and retain talent while ensuring compliance with healthcare regulations. Furthermore, HDH Group offers consulting in captive insurance structures, reinsurance brokering, and claims management. Its diverse client base spans various sectors, including transportation, manufacturing, healthcare, technology, construction, energy, and government. The firm aims to enhance clients' risk profiles, reduce insurance costs, and improve workforce management.
Laurus Strategies
Acquisition in 2014
Laurus Strategies Inc. is a business consulting firm that specializes in providing a range of services to midsized and large organizations. The company offers communication and design services, including communications planning and consulting, employee communications, web design, investor relations, corporate branding, and advertising. Additionally, Laurus Strategies provides human resource consulting services, focusing on benefits consulting, human capital development, and international rewards. The company assists clients in assessing their current systems and identifying effective alternatives for integration with existing human resource frameworks. Through its diverse offerings, Laurus Strategies aims to support organizations in enhancing their operational effectiveness and communication strategies.
Algentis
Acquisition in 2014
Algentis is a service provider based in the San Francisco Bay Area that specializes in employee administration for small and medium-sized businesses. The company offers a comprehensive suite of services that includes human resources expertise, payroll processing, employee benefits management, and compliance with employment regulations. By streamlining these operational tasks, Algentis enables businesses to focus on their core activities while ensuring that their employee administration needs are efficiently managed.
Pinnacle Insurance Partners
Acquisition in 2014
Pinnacle Insurance Partners is an insurance agency, provides insurance solutions to individuals and businesses in West Michigan. The company offers commercial insurance, including building/contents, commercial auto, equipment, workers’ compensation, bonding, employee practices liability, commercial property, and general liability insurance; and personal insurance, such as auto, home, renters, umbrella, watercraft, motor homes, scheduled property, and motorcycle insurance. It also provides employee benefits, including group health, life, dental, and vision and disability plans; and group voluntary plans, flexible spending accounts, health care reform guidance, health reimbursement accounts, health savings accounts, cafeteria plans, executive fringe benefits, and self-funded plans.
STRATA Benefits Consulting
Acquisition in 2013
STRATA Benefits Consulting Inc. is a consulting firm based in Winnipeg, Canada, specializing in employee benefits for both public and private sector organizations. The company offers a comprehensive range of services, including group benefit consulting, which encompasses the design and management of benefit programs, carrier negotiations, and funding arrangements. Additionally, it provides services related to health spending accounts, drug utilization reviews, and critical illness insurance. STRATA also focuses on group retirement plan consulting, assisting clients with plan governance, program development, provider comparisons, and retirement counseling. Other offerings include voluntary employee benefits, mortgage broker services, and vehicle insurance consulting. By delivering tailored solutions, STRATA Benefits Consulting aims to meet the diverse needs of its clients in managing their employee benefits effectively.
Sidles Duncan & Associates
Acquisition in 2012
Sidles Duncan & Associates Insurance Services Inc. is an employee benefits consulting and brokerage firm that focuses on serving mid-sized and large employers. The company offers a range of services, including the design and management of employee benefit plans, development and execution of implementation strategies, and communication programs aimed at informing employees about changes and issues related to their benefits. Additionally, Sidles Duncan & Associates provides data analysis services, which help clients manage and reduce claims activities effectively. Through these offerings, the firm aims to assist organizations in optimizing their employee benefit programs.
Workplace Benefit Solutions
Acquisition in 2011
Workplace Benefit Solutions specializes in employee benefit consulting and brokerage services. The company assists organizations in strategic planning, negotiation, and implementation of employee benefit programs. It conducts thorough analyses of current market trends in employee benefits, forecasting their potential impacts and offering proactive solutions for managing benefits and associated costs. Additionally, Workplace Benefit Solutions provides technology-driven solutions, including the MyWave Portal, which serves as a personalized online client center to help businesses monitor and administer their benefits information. The company also creates total compensation statements, enhancing communication of the overall value of employee compensation to the workforce.
Benefit Resources
Acquisition in 2011
Benefit Resources Inc. is provides employee benefits programs to business owners and HR professionals in Colorado. It offers group insurance and financial services for managing client’s resources. The company’s services include consultative and strategic plan design analysis; HSA, HRA, FSA, and COBRA administration; HR consulting; HIPAA privacy compliance; health care claims auditing; worksite marketing and voluntary product placement; executive compensation and benefits planning; Web-based employment law training for supervisors and managers; and health and welfare plan, and qualified plan brokerage. Its services also comprises benefits budget forecasting and stabilization.
Ehrman & Associates
Acquisition in 2010
Ehrman & Associates is provides employee benefits brokerage services.
Demarie Insurance Agency is a insurance consulting firm that specializes in employee benefits and workers compensation.