Valley-area companies ranked by 2011 premiums LARGEST INSURANCE BROKERAGE FIRMS $400 $300 INSURANCE BROKERAGE FIRMS $ Wells. & Co.
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1 VOL. NO. 0 MAY - JUNE 0, 0 $3.00 -area anies ranked by premiums EXECUTIVE SUMMARY $00 VALLEY S TOP TEN BROKERAGE FIRMS $00 (by premiums in millions) he 0 List of the Largest Firms fea$00 tures retailers with one or more in the greater San Ferno region. Ranked by premiums from the last 0 fiscal year, the top three firms continue to be: Arthur J. Gallagher &INSURANCE BROKERAGE FIRMS $ BROKERAGE FIRMS 3 Co., Fargo USA of Southern INSURANCE30 $300 California. All three reported an increase in premiums Ranked by premiums 00 by premiums over the span of a year, ranging from to percent. While they are Ranked 0 0 Top local executive not headquartered locally, out of firms on this List call the 0 agents / firmwide (partial list)carried Lines INSURANCE BROKERAGE FIRMS T agents /firmwide emplys. /firmwide By Adelaide Chen emplys. /firmwide Arthur J. Gallagher & Co. $0. 0 N. Br th $0. Arthur J.03 Gallagher & Co. $0. 0 N. Br th $0. 03 ArthurFargo J. Gallagher & Co. 0 N. Br USA th th Fargo USA, th, 03 of Fargo Southern USA California St., th th ofoxnard Southern, 3 California, Oxnard St., th, 3 of&southern Associates California 00Canoga OxnardAve., St., th 00 & Associates, 3, 3 00 Canoga Ave., & Associates Momentous, 3 00 Canoga Ave., 0 Sepulveda th Momentous, 3 Van Nuys, 0 Sepulveda th International Momentous HUB, 0 Sepulveda Road th 33 Townsgate Village, 3 HUB International, 33 Townsgate Road HUB International Village, 3 33North Townsgate Road 0 Br 00 Village, North Br - Evergreen North Br , - 3 Evergreen 030- Evergreen Scanlon Guerra Burke 00 / NIA SGB, 3Center Warner 00,, 3 Scanlon3 Guerra Burke SGB / NIA Scanlon Guerra Burke Pacific Federal 0 Warner Center SGB / NIA 000 N.Warner Central Ave., 0 Center, 3 0, 3 Pacific Federal Pacific Federal Arroyo 000 N. Central Ave., 000 N. Central 3 Riverside Dr., 0Ave.,, 03 Arroyo Arroyo 3 Riverside 00 N. st St., Dr., 30 Riverside, 0 Dr., 3, 3, 3 The Company 00 Liberty N. st St., N. st0 St., 30,, 0 0 $0. $0. $. $. $. $. emplys. /firmwide /, 30/, /, 30/,300 /, /,00 30/,300 0/,00 /,00 0/,00 /,00,00 0/,00,000,00,000,00,000 AJG & Co. Fargo Momentous (partial HUBlist) Millenium (SFV/any) SGB Ranked byportfolio premiums mix % % bus. & Portfolio mix % % % % bus. & % % % % bus. & % % % $0. $. $0. $. $0. $ $. $ $ $0 $3.. / / /. 3/ $0 $3 $0 $3. 3/ 3/ 0/. $.. $. 0/ 0/ Our commitment to doing what we do best $. $. $. $... /3 /3 % fire, 3%, owner, life, Itasca, IL Area 3% renter, fire,, 3-300, owner, life, Itasca, IL Area 3% 3% 3% 3 3% fire, fire, 0,, owner, life, Itasca, IL Managing Area owners, Director renter,, fire, professional 0, D&O, fiduciary,, owners, Managing Director cyber professional, -300, D&O, fiduciary, fire,, cyber 0, /0 Thom Lewis, owners, Regional Managing Director Briarcliff & Employee professional -300 Manor, NY Benefits Practice Leader, D&O,,fiduciary, / Thom Lewis Briarcliff Regional & Employee cyber, Manor, NY Benefits Practice Leader, life,, owner, life,, owner, all life,, owner, 3 all all /0 Thom A. Lewis / David Briarcliff Regional & Employee Manor, Benefits Practice Leader NY -300 / David A / David Brinson A. Diane Van Nuys all business insurance, 3 Krueger Nuys & Chief general Van 33-00, Compliance Officer -3 3 business insurance, Krueger, general & Chief, 3 property business insurance, casualty, surety, env. Sergio D.Krueger Bechara retirement planning, -3 general && Chief,, Compliance Officer, risk management consulting () , property casualty, surety, &, risk management consulting all property Sergio D. casualty, surety, Andrew P. Bechara Forchelli &, risk management consulting () $ PacFed Benefit Administrators CA License # 0B0 3 all of business, all benefits insurance; exclusive improvement SIG manufacturers insurance trust all of business, - Andrew Forchelli N.P.Scanlon benefits 3 large all of business, N. Scanlon insurance; exclusive 3-0 0, private exchanges Garrison benefits Taft-Hartley Trust Glendale improvement SIGFunds insurance; exclusive insurance manufacturers improvement SIG trust manufacturers insurance 0 trustlarge, private exchanges Taft-Hartley Trust Funds Glendale 0 large,p&c, private exchanges Garrison / Dan Pondella 3-0 Taft-Hartley Glendale VP Trust,Funds financial & Principal Pacific Federal. /3. /3. /3 benefits since A leader in. /3 0/0 PacFed CA License # /0 / 0/0 / (SFV/any) During these uncertain times, one thing is constant... $. $. renter,, PacFed (SFV/any) )LQG XW 0RUH P&C, /,auto financial P&C, / DanGelineau Pondella Jeff, - VP & Principal, financial Pasadena Make us part of your team. auto, all auto % /Pasadena Tom Leach Pasadena,
2 IFC May, 0 SAN FERNANDO VALLEY BNESS JOURNAL -area anies ranked by premiums 0 & Associates 00 Canoga Ave.,, 3 Momentous 0 Sepulveda th, HUB International 33 Townsgate Road Village, 3 0 North Br Evergreen , 3 Scanlon Guerra Burke SGB / NIA 0 Warner Center, 3 Pacific Federal 000 N. Central Ave., 0 Arroyo 3 Riverside Dr.,, 3 00 N. st St., 30, 0 Premiums $. $. $0. $. $ $0 $3. $. $. Revenue... emplys. /firmwide / 3/ 0/ /3 /3 0/0 % % bus. & % % life,, owner, / 3 all 3 business insurance, general,, property casualty, surety,, risk management consulting 3% all 3 3 all of business, benefits insurance; exclusive improvement SIG manufacturers insurance trust 0 large, private exchanges Taft-Hartley Trust Funds P&C,, financial auto (SFV/any) Glendale / Pasadena David A Krueger & Chief -3 & , The Liberty Company 0, 3 libertyany.com Peter C. Foy & Associates 0 Oxnard St., 00, 3 pcfoy.com B&B Premier 00 Chesebro Road, 00 Agoura, 30 bbpremierins.com L/B/W & Financial 0 Smyth Dr. Valencia, 3 lbwinsurance.com $ $. $.3 $. $3. $3 $. $. $. $ $. $3. / / / / 3/3 0/0 30/30 33/33 3 % all / consultative partner for all benefit programs, business insurance,, 0k licensed third party admin. in Cobra, cafeteria plans welfare claims funding 3 3%, apartment building owners, property owners, professional, restaurants, auto body service, construction 3 3%, workers,, life, disability, long term care, financial Agoura Valencia Tom Leach -30 Peter C. Foy & 03-0 Eric Bossuk & Chairman 3-33 Mitzi Like () Strategies, 30, 3 corporatestrategiesinc.com Olympic Agency 0 W. Blvd., 0 olympicinsurance.com..... / 3/3 0/0, life, business, executive benefits casualty, benefits Martin Levy Principal 3-0 Donald S. Barberie Montage 0 Clarendon St., 0, 3 montageinsurance.com RGEB Employee Benefits , 3 rgebu.com, sfvinsurance.com. $. $ $ / 0/ all of insurance medical, dental, vision, life, disability long-term care, individual, family senior insurance Danone Simpson & -00 Barry S. Cohn & -
3 SAN FERNANDO VALLEY BNESS JOURNAL May, 0 IBC Are Workers Compensation Tail Claims burning up your corporate profits? ATB can help you put the fire out with our Claim Closure Solution. We underst that different closure strategies are required for different levels of claims lexities. Using analytics project management we build customized solutions to fit each client s needs. Contact Adelson, Testan, Brundo & Jimenez for a list of client references a limentary consultation at - or at info@atblaw.net California Connecticut Florida Illinois Iowa Missouri Nebraska Nevada New Jersey Oklahoma Pennsylvania Texas
4 BC May, 0 SAN FERNANDO VALLEY BNESS JOURNAL -area anies ranked by premiums Premiums Revenue emplys. /firmwide % % bus. & % % (SFV/any) Crescenta 3 Foothill A La Crescenta, cvins.com.. / /, business, life Richard E. Dinger La Crescenta Zein 00 Oxnard St., 0, 3 zisinsurance.com Andrews & Van Lohn 03 White Oak Ave. Granada, 3 avlinsurance.com Tri County 3 Topanga Canyon 30 Canoga Park, 30 tcinsur.com Quisenberry 30 W. Magnolia Blvd., 0 quisenberryins.com $.. $. $ $. $0. $. $. /3 / / 0/0 / 0/0 benefits driven agency specializing in small s (-0 s), individual family senior care,,, EPLI, D&O E&O 3, fire, renters, umbrella, business owners policies, apartment houses, condo associations, professional E&O, bonds,, special events, life,, long term care, travel 3%, business, building owners, professional, auto 3%, business, building owners, professional workers ensation, auto Granada Hisham S. Elzein -0 Laura Andrews-Clemens & Norm Meister Canoga Park 3-33 Kendra Boots Executive Director - : Would Not Disclose. Figures were self-provided by the insurance brokerage firms themselves. Participating firms were ranked by premiums from their in the greater San Ferno region. The following brokerage firms from the list do not appear this year: BB&T of California, Leavitt of Los Angeles, HCF Agency, OHM Benefit &. Other s means full-time staff who are not licensed agents. Scanlon Guerra Burke Northridge Agency officially became one any in August. To the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the accuracy thoroughness of the list, omissions typographical errors sometimes occur. Please send corrections or additions on any letterhead to the Research Department, San Ferno Business Journal, 00 Oxnard St., Suite 0, 3. 0 San Ferno Business Journal. This list may not be reprinted in whole or in part without prior written permission from the editor. Reprints are available from Wright's Media, () - or e- mail niademarco@wrightsmedia.com. Researched by Adelaide Chen Relax. We ve got you covered. You ll have peace of mind knowing that what is important to you your business is protected. Your Life. Your Business. Your Well-Being. We ve been building trusted relationships in our abilities by being their consultant. At L/B/W our goal is not to provide insurance but assurance that you re protected for whatever may come your way. () Smyth Drive, Valencia, CA 3 CA License #00
5 SAN FERNANDO VALLEY BNESS JOURNAL May, 0 Ranked by revenues Rank Company Arthur J. Gallagher & Co. 0 N. Br th 03 Fargo USA 303 th, 03 Momentous 0 Sepulveda th, HUB International 33 Townsgate Road Village, 3 - Evergreen , 3 Arroyo 3 Riverside Dr.,, 3 0 North Br N. st St., 30, 0 The Liberty Company 0, 3 libertyany.com Scanlon Guerra Burke SGB / NIA3 0 Warner Center, 3 B&B Premier 00 Chesebro Road, 00 Agoura, 30 bbpremierins.com & Associates 00 Canoga Ave.,, 3 Peter C. Foy & Associates 0 Oxnard St., 00, 3 pcfoy.com Pacific Federal 000 N. Central Ave., 0 L/B/W & Financial 0 Smyth Dr. Valencia, 3 lbwinsurance.com Olympic Agency 0 W. Blvd., 0 olympicinsurance.com Crescenta 3 Foothill A La Crescenta, cvins.com Quisenberry 30 W. Magnolia Blvd., 0 quisenberryins.com RGEB Employee Benefits , 3 rgebu.com, sfvinsurance.com Zein 00 Oxnard St., 0, 3 zisinsurance.com Revenues (in millions).... Figures were self-provided by the insurance brokerage firms themselves. Participating firms were Figures were self-provided by the insurance brokerage firms themselves. Participating firms were ranked by revenues from their in the greater San Ferno region. List includes only those firms which provided revenue figures. $. $ $. $. $. $3... Employee figures do not include agents. Figures for The Liberty Company also include C.M. Meiers. $. $. $ $0. Agents /firmwide 3 Scanlon Guerra Burke Northridge Agency officially became one any in Aug.. Employees /firmwide /, 30/,300 fire,, owner, life, renter,, /,00 0/,00 fire,, owners, professional, D&O, fiduciary, cyber, (SFV/any) Itasca, IL 0 / all business insurance, general,, 3/ all /3 /3 P&C,, financial property casualty, surety,, risk management consulting 0/0 auto / Pasadena / / all / 0/ all of business, benefits insurance; exclusive improvement SIG manufacturers insurance trust 3/3 0/0, apartment building owners, property owners, professional, restaurants, auto body service, construction life,, owner, / / consultative partner for all benefit programs, business insurance,, 0k licensed third party admin. in Cobra, cafeteria plans welfare large, private exchanges Taft- Hartley Trust Funds 30/30 33/33, workers,, life, disability, long term care, financial 3/3 0/0 casualty, benefits Agoura / Glendale Valencia / /, business, life La Crescenta 0/0, business, building owners, professional workers ensation, auto 0/ medical, dental, vision, life, disability long-term care, individual, family senior insurance /3 / benefits driven agency specializing in small s (-0 s), individual family senior care,,, EPLI, D&O E&O Area Managing Director Krueger & Chief &, -00 Tom Leach Eric Bossuk & Chairman 3-33 David A Peter C. Foy & Mitzi Like () Donald S. Barberie 3-3 Richard E. Dinger -00 Kendra Boots Executive Director - Barry S. Cohn & - Hisham S. Elzein -0 To the best of our knowledge, this information is accurate as of press time. While every effort is mad To the best of our knowledge, this information is accurate as of press time. While every effort is made to ensure the accuracy thoroughness of the list, omissions typographical errors sometimes occur. Please send corrections or additions on any letterhead to the Research Department, San Ferno Business Journal, 00 Oxnard St., Suite 0, 3. 0 San Ferno Business Journal. This list may not be reprinted in whole or in part without prior written permission from the editor. Reprints are available from Wright's Media, () - or e- mail niademarco@wrightsmedia.com. Researched by Adelaide Chen
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