LIST INSURANCE BROKERAGE FIRMS Ranked by 2019 L.A. County revenue

MARCH 9, 2020

THE LIST

LOS ANGELES BUSINESS JOURNAL 13

THE LIST

INSURANCE BROKERAGE FIRMS

Ranked by 2019 L.A. County revenue

NEXT WEEK Bioscience Companies

Rank

1

Brokerage

? name ? address ? website

Arthur J. Gallagher & Co. 505 N. Brand Blvd., Sixth Floor Glendale 91203

L.A. County ($ in Insurers

millions)

(partial list)

Revenue

? 2019 ? 2018

Premiums

? 2019 ? 2018

$320.8 $2,403.2 all carriers $278.3 $2,140.5

Major Lines Written (partial list)

all lines

Profile

? parent company ? headquarters ? L.A. employees ? offices (L.A./total)

N/A Rolling Meadows, Ill. 922 9 / 1,177

Top Local Executive

? name ? title ? phone

Scott Firestone Southwest Regional President (818) 539-2300

Lockton Insurance Brokers

212.8 2,677.0 all carriers

all lines

Lockton Inc.

Timothy Noonan

2

777 S. Figueroa, 52nd Floor

182.8 2,320.0

Kansas City, Mo.

CEO

Los Angeles 90017

361

(213) 689-0500



2 / 100

Auto Insurance Specialists

105.0

665.0 Mercury, Progressive, Infinity, auto, home, other personal Mercury Casualty Co. Mark Ribisi

3

17785 Center Court Drive North,

100.0

630.0 National General, Safeco,

lines, commercial

Cerritos

CEO, President

Suite 250

Foremost, Kemper

515

(562) 345-6247

Cerritos 90703

13 / 22



Alliant Insurance Services Inc.

103.7

821.2 all major carriers

all lines

N/A

Peter Arkley

4

333 S. Hope St., Suite 3750

94.7

809.7

Newport Beach

President, Alliant Specialty

Los Angeles 90071

156

Group



3 / 105

(213) 443-2440

Keenan & Associates

91.3

507.2 NA

5

2355 Crenshaw Blvd., Suite 200

87.3

467.4

Torrance 90501



workers' compensation, medical, dental, property/ liability, public construction

AssuredPartners Inc. Lake Mary, Fla. 413 1 / 9

Sean Smith CEO (310) 212-3344

Hub International Ltd.

84.0

924.0 all carriers

all lines

N/A

Andrew Forchelli

6

16030 Ventura Blvd, Suite 500

78.8

880.0

Chicago

Regional President, Los

Encino 91436

NA

Angeles



6 / 450

(818) 257-7400

Willis Towers Watson

69.2

359.2 all carriers

all lines

N/A

Michael Fox

7

300 S. Grand Ave.

51.2

375.0

London

Market Leader, Southern

Los Angeles 90071

NA

California



2 / NA

(213) 337-6000

AmWins Group Inc.

61.6 1,034.8 AIG, Fairfax, Allegheny,

property, casualty,

N/A

Terrence Villar

8

444 S. Flower St., Suite 4500

57.0

868.5 Markel, Hartford, Liberty,

professional lines

Charlotte, N.C.

EVP

Los Angeles 90017

W.R. Berkley

182

(213) 254-2220



4 / 58

Bolton & Co.

52.5

713.5 all major carriers

property/casualty, employee N/A

Steve Brockmeyer

9

3475 E. Foothill Blvd., Suite 100

47.9

658.5

benefits, personal lines, bonds Pasadena

CEO, President

Pasadena 91107

191

(626) 799-7000



2 / 5

Poms & Associates

45.9

249.9 Blue Cross of California, Blue all lines

N/A

David Poms

10

5700 Canoga Ave., Suite 400

45.9

249.6 Shield of California, Munich

Woodland Hills

President

Woodland Hills 91367

America, Hartford

NA

(818) 449-9300



2 / 5

USI Insurance Services

37.4

778.6 all major carriers

property/casualty, employee USI Holdings

Tim Prichard

11

777 S. Figueroa St., Suite 2100

9.0

736.9

benefits, private risk &

Valhalla, N.Y.

President

Los Angeles 90017

retirement consulting

120

(213) 337-6400



1 / 160

Total Financial & Insurance

35.8

NA Lincoln Life, American

life insurance, foreign

N/A

Diana Hudson-Greenberg

12

Services Inc.

34.4

NA General, Prudential, John

nationals, annuities, finance, Culver City

CEO, President

300 Corporate Pointe, Suite 250

Hancock, Allianz, Protective professional programs

NA

(310) 477-7500

Culver City 90230

Life, Principal Financial Group

1 / 1



United Agencies Inc.

32.51

NA all major carriers

workers' compensation,

N/A

Gary Conkey

13

301 E. Colorado Blvd., Suite 200

32.5

325.0

business insurance, personal Pasadena

President

Pasadena 91101

insurance, employee benefits NA

(626) 535-8300



20 / 40

1 Business Journal estimate.

accuracy and thoroughness of the list, omissions and typographical errors sometimes occur. Please send corrections or

N/A - Not Applicable NA - Not Available Note: The information on this list was supplied by representatives of the

additions on company letterhead to the Research Department, Los Angeles Business Journal, 11150 Santa Monica Blvd.,

brokerages. Brokerages are ranked by 2019 L.A. County revenue from insurance brokerage services. Numbers that

Suite 350, Los Angeles 90025. ?2020 Los Angeles Business Journal. This list may not be reprinted in whole or in part

appear to be tied have been rounded. Aon may have qualified for this list but declined to provide financial information. To without prior written permission from the editor. Reprints are available from Wright's Media (877) 652-5295.

the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the

Researched by Joshua Niv

Continued on page 14

14 LOS ANGELES BUSINESS JOURNAL

THE LIST

MARCH 9, 2020

INSURANCE BROKERAGE FIRMS Continued from page 13

Rank

Brokerage

? name ? address ? website

L.A. County ($ in Insurers

millions)

(partial list)

Revenue

? 2019 ? 2018

Premiums

? 2019 ? 2018

Major Lines Written (partial list)

Profile

? parent company ? headquarters ? L.A. employees ? offices (L.A./total)

Epic Insurance Brokers and

$27.2 $248.9 all major carriers

property/casualty, workers' N/A

14

Consultants

$14.2 $137.2

compensation, executive risk, San Francisco

350 S. Grand Ave., Suite 4500

employee benefits consulting 82

Los Angeles 90071

4 / 85



Dickerson Insurance Services,

23.81

NA Aetna, Anthem Blue Cross, medical, workers'

Alera Group

15

an Alera Group Agency

23.8

NA Blue Shield, California Choice, compensation, property/

Deerfield, Ill.

1918 Riverside Drive

Covered California, Health Net, casualty, voluntary/

NA

Los Angeles 90039

Kaiser Permanente

supplemental, medical, dental 2 / 2

dickerson-

Arroyo Insurance Services

19.61

NA all major carriers

commercial business, workers' N/A

16

2900 W. Broadway

19.6

NA

compensation, employee

Los Angeles

Los Angeles 90041

benefits, professional liability NA



12 / 14

Top Local Executive

? name ? title ? phone

Jim Gillette President, Pacific South Region (877) 650-3742

Tony Lee CEO (800) 457-6116

Tom Higgins President (310) 832-1131

SullivanCurtisMonroe Insurance

17.0 191.3 Travelers, Hartford, Zurich, property/casualty, employee N/A

John Monroe

17

Services

17.0 192.3 Chubb, Aetna, Anthem,

benefits, workers'

Irvine

CEO, Chairman

550 S. Hope St., Suite 1000

UnitedHealthcare

compensation

35

(949) 250-7172

Los Angeles 90071

1 / 3



Marsh & McLennan Agency

14.6 213.9 all carriers

all lines

Marsh

Brian Hegarty

18

350 S. Grand Ave., Suite 3410

10.8 167.1

New York

Principal, Director

Los Angeles 90017

19

(800) 321-4696



1 / 100

PCF Insurance Services of the

12.0 123.7 Travelers, Safeco, Allied,

commercial, benefit programs, PCF Insurance Services Peter Foy

19

West

7.8

79.1 Auto-Owners, Anthem,

personal

Woodland Hills

CEO, President

6200 Canoga Ave., Suite 325

UnitedHealthcare, Progressive

90

(818) 703-8057

Woodland Hills 91367

2 / 10



B&B Premier Insurance

11.81

NA Mercury Insurance, Capital auto, construction, workers' Acrisure of California Eric Bossuk

20

Solutions Inc.

11.8

85.5 Insurance Co., Safeco

compensation, apartment

Caledonia, Mich.

CEO

5008 Chesebro Road, Suite 200

Insurance, AIG Private Client, buildings, homeowners

NA

(818) 223-8383

Agoura Hills 91301

Chubb

1 / 1



Burnham Benefits Insurance

11.6 580.4 Anthem, Blue Shield, Kaiser, medical, dental, vision, life and N/A

Kristen Allison

21

Services

10.8 539.3 Aetna, Cigna, UNUM, Met Life, disability, voluntary, stop loss Irvine

CEO, President

660 S. Figueroa St., Suite 2250

Guardian

16

(213) 688-1616

Los Angeles 90017

1 / 9



Pacific Federal, a Zenith

10.9 461.0 Kaiser, Blue Shield,

employee benefits for

Zenith American

James Garrison

22

American Co.

6.1 172.0 UnitedHealthcare, Anthem multiemployer Taft-Hartley Solutions Inc.

President, PacFed/Zenith

1000 N. Central Ave., Suite 400

Blue Cross, Liberty Dental, trust funds, single employer Tampa, Fla.

American

Glendale 90212

United Concordia Dental, Delta ERISA plan and multiple

48

(818) 243-0222



Dental, Davis Vision

employer plans

3 / 54

Innovative Solutions Insurance

10.0

10.0 all major carriers

life insurance, annuities, long- N/A

Lynne Rosenberg

23

Services

7.0

7.0

term care and disability

El Segundo

President

200 N. Pacific Coast Highway,

insurance

13

(800) 551-8289

Suite 900

1 / 1

El Segundo 90245



Liberty Co. Insurance Brokers

7.5

61.3 Travelers, Liberty Mutual, workers' compensation,

N/A

Jerry Pickett

24

Inc.

6.6

53.3 Allied, Mercury, Hartford,

package, general liability,

Woodland Hills

CEO

5955 De Soto Ave., Suite 250

Philadelphia, Safeco

homeowners, auto

NA

(818) 914-3960

Woodland Hills 91367

1 / 9



Gaspar Insurance Services Inc.

6.6

49.9 Mercury, Hartford, Hanover, business package policies, N/A

Timothy Gaspar

25

23161 Ventura Blvd., Suite 100

5.3

41.2 Travelers, CSE, Allied, Chubb, personal auto, personal

Woodland Hills

CEO

Woodland Hills 91364

Nationwide

homeowners, earthquake,

51

(818) 302-3060



medical

1 / 3

Tegner-Miller Insurance Brokers

6.51

NA Travelers, CNA, Hartford,

commercial property, workers' Acrisure of California NA

26

2001 Wilshire Blvd., Suite 101

6.51

NA Encompass, Mercury

compensation, homeowners, Caledonia, Mich.

(310) 828-9662

Santa Monica 90403

Casualty, Allied

personal auto, earthquake

NA



1 / 1

1 Business Journal estimate.

accuracy and thoroughness of the list, omissions and typographical errors sometimes occur. Please send corrections or

N/A - Not Applicable NA - Not Available Note: The information on this list was supplied by representatives of the

additions on company letterhead to the Research Department, Los Angeles Business Journal, 11150 Santa Monica Blvd.,

brokerages. Brokerages are ranked by 2019 L.A. County revenue from insurance brokerage services. Numbers that

Suite 350, Los Angeles 90025. ?2020 Los Angeles Business Journal. This list may not be reprinted in whole or in part

appear to be tied have been rounded. Aon may have qualified for this list but declined to provide financial information. To without prior written permission from the editor. Reprints are available from Wright's Media (877) 652-5295.

the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the

Researched by Joshua Niv

MARCH 9, 2020

THE LIST

LOS ANGELES BUSINESS JOURNAL 15

INSURANCE BROKERAGE FIRMS

Rank

Brokerage

? name ? address ? website

L.A. County ($ in Insurers

millions)

(partial list)

Revenue

? 2019 ? 2018

Premiums

? 2019 ? 2018

Major Lines Written (partial list)

Profile

? parent company ? headquarters ? L.A. employees ? offices (L.A./total)

LBW Insurance and Financial

$5.6

$50.9 Anthem Blue Cross, Hartford, commercial, workers'

N/A

27

Services

$5.3

$47.6 Aetna, Swett & Crawford, Blue compensation, group benefits, Valencia

28055 Smyth Drive

Shield, Kaiser

personal, financial and

37

Valencia 91355

retirement

1 / 1



Leavitt Insurance Services of

5.0

100.0 all major carriers

employee benefits, workers' Leavitt Group

28

Los Angeles

3.4

75.0

compensation, commercial Cedar City, Utah

21820 Burbank Blvd., Suite 300

liability, property & auto

NA

Woodland Hills 91367

coverage, professional liability, 1 / 130

losangeles

surety

Corporate Strategies Inc. dba

4.7

49.0 American General, Anthem, accident and health, employee N/A

29

CorpStrat

4.2

44.0 Health Net, Blue Shield, John benefits, life insurance, payroll Woodland Hills

21021 Ventura Blvd., Suite 200

Hancock, Kaiser

and HR services

26

Woodland Hills 91364

1 / 1



ISU Olson Duncan Agency

4.6

39.0 Travelers, Liberty Mutual,

property, liability, automobile, N/A

30

25550 Hawthorne Blvd., Suite

4.4

36.4 Hartford, Mercury, Safeco professional, group health, Torrance

203

workers' compensation

18

Torrance 90505

1 / 1



Jaffe Insurance Agency

3.4

20.7 Encompass, Travelers,

homeowners, auto,

N/A

31

13160 Mindanao Way, Suite 204

3.2

20.2 Mercury, CNA, PURE, AIG, earthquake, umbrella,

Marina del Rey

Marina del Rey 90292

Chubb, NatGen Premier,

commercial property, workers' 13



Progressive, Employers

compensation, restaurants 1 / 2

Montage Insurance Solutions 5550 Topanga Canyon Blvd., Suite 310 Woodland Hills 91367

3.4

59.5 all employee benefits and

commercial insurance - all Danone Simpson

3.3

52.4 most carriers in property and lines

Insurance Services

casualty

Woodland Hills

20

1 / 1

CBIZ Benefits & Insurance

3.3

18.4 all carriers

employee benefits, health,

CBIZ Inc.

33

Services Inc.

6.5

36.0

retirement, dental, group life, Cleveland

10474 Santa Monica Blvd., Suite

life insurance, payroll and HR 5

200

services

1 / 58

Los Angeles 90025



Crescenta Valley Insurance

2.9

22.8 Mercury Insurance, Travelers, auto, home, apartment

N/A

34

3156 Foothill Blvd., Suite A

2.7

21.1 Safeco, Hartford, Liberty

owners, homeowner

La Crescenta

La Crescenta 91214

Mutual, Nationwide, Hanover, associations, restaurants

17



Blue Cross & Blue Shield

1 / 1

Top Local Executive

? name ? title ? phone

Mitzi Like CEO, President (661) 702-6000

Teri Frankel Managing Principal (818) 593-7001

Martin Levy CEO, President (818) 377-7260

Mark Duncan President (310) 373-6441

Craig Jaffe VP, COO (310) 827-5050

Danone Simpson CEO, President (818) 676-0044

Melanie Gilmour Business Unit President Employee Benefits (310) 268-2000

Rick Dinger President (818) 248-4500

Allmerits Financial & Insurance

2.6

12.0 Global Atlantic Financial

asset management, 401(k), N/A

Brian Lee

35

Services

2.5

8.5 Group, AIG, North American, pension, annuities, life

Los Angeles

President

4801 Wilshire Blvd., Suite 101

Transamerica, American

60

(323) 433-4022

Los Angeles 90010

National, National Life,

1 / 8



Forethought, Nationwide

Really Great Employee Benefits

2.4

40.0 Anthem Blue Cross, Blue

medical, dental, vision, life, N/A

Barry Cohn

36

21515 Vanowen St., Suite 200

2.5

40.0 Shield, Health Net, Kaiser, disability HR services

Canoga Park

CEO, President

Canoga Park 91303

UnitedHealthCare

including HR assessments, NA

(818) 444-7722



compliance, section 6056

1 / 1

reporting, outsourced HR

Olympic Insurance Agency

2.3

22.9 all major carriers

all lines

N/A

Donald Barberie

37

5775 E. Los Angeles Ave., Suite

2.2

22.3

Simi Valley

President

234

11

(818) 843-4314

Simi Valley 93063

1 / 2



Bichlmeier Insurance Services

2.2

19.0 Mercury, Civil Service

auto, home, workers'

N/A

Cary Bichlmeier

38

730 S. Pacific Coast Highway,

2.0

17.0 Employees, Travelers, Safeco, compensation, business

Redondo Beach

President

Suite 201

Progressive, Nationwide,

property and liability, benefits 19

(310) 376-8852

Redondo Beach 90277

Heath Net

2 / 2



Randall

1.6

11.5 Nattionwide Private Client, home, small business, middle N/A

Richard Bryant

39

4751 Wilshire Blvd.

1.5

10.9 Chubb, ACE, The Hartford, market, auto, collections

Los Angeles

President

Los Angeles 90010

Travelers, NatGen

11

(323) 936-1010



1 / 1

OHM Benefit & Insurance

0.7

13.4 all carriers

group medical, dental, life, N/A

Jason Sandler

40

Solutions

0.7

11.8

disability, vision, 401(k),

Northridge

Broker, Partner

19360 Rinaldi St., Suite 505

compliance services

5

(877) 650-0808

Northridge 91326

1 / 1



accuracy and thoroughness of the list, omissions and typographical errors sometimes occur. Please send corrections or

N/A - Not Applicable NA - Not Available Note: The information on this list was supplied by representatives of the

additions on company letterhead to the Research Department, Los Angeles Business Journal, 11150 Santa Monica Blvd.,

brokerages. Brokerages are ranked by 2019 L.A. County revenue from insurance brokerage services. Numbers that

Suite 350, Los Angeles 90025. ?2020 Los Angeles Business Journal. This list may not be reprinted in whole or in part

appear to be tied have been rounded. Aon may have qualified for this list but declined to provide financial information. To without prior written permission from the editor. Reprints are available from Wright's Media (877) 652-5295.

the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the

Researched by Joshua Niv

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