Captive Services Directory

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Actuarial

Actuarial & Technical Solutions, Inc.

  • Steven P. Lattanzio
  • slattanzio@actuarialsolutions.com
  • (631)471-8655
  • 3555 Veterans Memorial Hwy, Suite A
  • Ronkonkoma, NY 11779
  • UNITED STATES
  • http://www.actuarialsolutions.com

  • Actuarial consulting services for existing and prospective captives: feasibility studies, loss reserve analyses; Statement of Actuarial Opinion; funding level projections; FASB 113 risk transfer studies; assistance with reinsurance, dividends and loss portfolio transfers.

Bartlett Actuarial Group

  • William N. Bartlett
  • billb@bartlettactuarialgroup.com
  • 843-377-0993 (11)
  • 145 King Street, Suite 203
  • Charleston, SC 29401
  • UNITED STATES
  • http://www.bartlettactuarialgroup.com

  • Bartlett Actuarial Group, Ltd. is an independent actuarial and risk management consulting firm. We provide expert assistance to businesses and public entities who wish to establish self-insurance, captive insurance or other alternative risk transfer programs.

Beecher Carlson Insurance Services, LLC

  • Peter A. Kranz, CPA
  • pkranz@beechercarlson.com
  • 802-658-7834
  • 156 College St., Ste 301
  • Burlington, VT 05401
  • UNITED STATES
  • http://www.beechercarlson.com

Deloitte Consulting LLP

  • Edward S. Koral
  • ekoral@deloitte.com
  • (212)618-4464
  • 25 Broadway
  • New York, NY 10004
  • UNITED STATES
  • http://www.deloitte.com

  • Deloitte & Touche LLP is a diversified professional services firm, providing audit, actuarial, tax advisory, asset management advisory, and risk management consulting services to captives.

Ernst & Young

  • James Bulkowski, CPCU, ARM, ACI
  • Jim.Bulkowski@ey.com
  • 212-773-3567
  • 5 Times Square
  • New York, NY 10036
  • UNITED STATES

  • Ernst & Young is a global leader in assurance, tax, transaction and advisory services. Worldwide, our 152,000 people are united by our shared values and an unwavering commitment to quality. We make a difference by helping our people, our clients, and our wider communities achieve their potential.

    Ernst & Young offers holistic captive, risk, and claim advisory services in the areas of accounting, audit, actuarial, financial risk, employee benefits, property and casualty and tax. 

Financial Risk Analysts, LLC

  • Daniel A. Reppert
  • dan.reppert@fin-risk.com
  • 706 Northeast Drive
  • Suite 4
  • Davidson, NC 28036
  • UNITED STATES
  • http://www.fin-risk.com

  • Financial Risk Analysts is an independent property and casualty actuarial consulting firm. We provide services to many domestic and offshore captives and other alternative risk clients. Our services include feasibility studies, pricing/funding and reserving reviews, Statements of Actuarial Opinion, and reinsurance analysis.

FTI Consulting

  • Charles F. Cook
  • chap.cook@mbaactuaries.com
  • 973-633-6448
  • 36 Midvale Road
  • Mountain Lakes, NJ 07046-1330
  • UNITED STATES
  • http://www.mbaactuaries.com

  • An independent P&C actuarial consulting firm wholly-owned by its consultants. MBA can provide all actuarial services, including feasibility studies for new captives, year-end reserve certifications, and peer review of work completed by other actuarial firms.

Huggins Actuarial Services, Inc.

  • Ronald T. Kuehn
  • rusty.kuehn@hugginsactuarial.com
  • (610)892-1823
  • 111 Veteran Square, 2nd Floor
  • Media, PA 19063
  • UNITED STATES
  • http://www.hugginsactuarial.com

  • Mr. Hall is a Fellow of the Casualty Actuarial Society with a 35-year career of service to captive insurers and self-insurers in multiple domiciles. Huggins is the oldest name in actuarial consulting, having been founded by George Huggins in the 1800's. Huggins works with policyholder-owned insurance programs like captives, RRG's, reciprocals, self-insurers and mutuals in multiple jurisdictions, as well as for-profit insurers. Huggins' staff of lettered actuaries draws up on years of service with major professional services firms and in insurance regulation.

KPMG LLP

  • Thomas Cyr
  • tcyr@kpmg.com
  • 617-988-1888
  • 2 Financial Center
  • 60 South Street
  • Boston, MA 02111
  • UNITED STATES

  • The KPMG LLP actuarial practice is comprised of over thirty qualified actuaries plus professional staff, located strategically throughout the domestic United States in Atlanta, Chicago, Dallas, Hartford, Los Angeles, New York, and Philadelphia.  Each of our qualified actuaries is a member of the American Academy of Actuaries and either a Fellow or an Associate of the Casualty Actuarial Society and Society of Actuaries.  We have extensive experience working with captive insurance companies with respect to captive formation, statements of actuarial opinion for loss reserves, and broad risk management experience.

Marsh's Captive Solutions Group

  • Julie S. Boucher
  • julie.s.boucher@marsh.com
  • 802-864-5912
  • PO Box 530
  • Burlington, VT 05402-0530
  • UNITED STATES
  • http://www.marsh.com

  • Marsh Captive Solutions' actuarial staff exclusively dedicates itself to providing a wide range of services to captives and self-insured programs. Out actuarial team's expertise, which includes specialization in determination of loss forecasts and reserves, along with access to Marsh's vast network and resources, makes us well-positioned to offer our actuarial services to clients from diverse industries and different needs.

Merlinos & Associates, Inc.

  • Scott Wellham
  • swellham@merlinosinc.com
  • 678-684-4871
  • 3274-B Medlock Bridge Road
  • Peachtree Corners, GA 30092
  • UNITED STATES
  • http://merlinosinc.com

  • M&A is one of the largest independently-owned property & casualty actuarial consulting firms in the United States, providing actuarial service worldwide. We combine the responsiveness, accessibility, and attentiveness of smaller firms with the breadth and depth of experience from more than 30 actuarial professionals.

Milliman, Inc.

  • Michael C. Meehan, CIC, CRM
  • mike.meehan@milliman.com
  • 781-213-6281
  • 289 Edgewater Drive
  • Wakefield, MA 01880
  • UNITED STATES
  • http://www.milliman.com

  • Milliman, Inc. has serviced the Vermont captive and risk retention group market for over 20 years. For over 50 years, Milliman, an international firm of actuaries and consultants, has evaluated risks and opportunities for clients in the areas of healthcare, employee benefits, life insurance/financial services and property and casualty insurance.

Perr&Knight

  • Dean P. Ferdico
  • dferdico@perrknight.com
  • 201-963-1610 (2101)
  • Harborside Financial Center
  • 3 Second Street, Plaza 10, Ste 802
  • Jersey City, NJ 07311
  • UNITED STATES
  • http://www.perrknight.com

  • Founded in 1994, Perr & Knight consultants and actuaries have worked with hundreds of self-insurers and captive insurance companies in various domiciles including Arizona, Barbados, Bermuda, Cayman Islands, District of Columbia, Hawaii, South Carolina, Nevada, and Vermont. We currently have 20 credentialed actuaries (10 FCAS and 10 ACAS) on staff, all of them with extensive workers compensation, general liability and commercial auto experience.
    Perr & Knight is an independent consulting firm, completely unbiased in its analyses and recommendations. We have offices in Pacific Palisades, California; Irvine, California; Boca Raton, Florida and Jersey City, New Jersey. 
     

Pinnacle Actuarial Resources, Inc.

  • Robert J. Walling, III
  • rwalling@pinnacleactuaries.com
  • 309-807-2320
  • 2817 Reed Road, Suite #2
  • PO Box 6139
  • Bloomington, IL 61074
  • UNITED STATES
  • http://www.pinnacleactuaries.com

Practical Actuarial Solutions, Inc.

  • Jeffrey P. Kadison
  • jkadison@pasinc.pro
  • 860-313-0001
  • 920 Farmington Avenue, Suite 200
  • West Hartford, CT 06107
  • UNITED STATES

  • PAS is an independent actuarial consulting firm that can provide a wide range of services to the captive community. Services can include feasibility studies, loss reserve analyses and opinions, pricing reviews, strategic planning, and peer reviews.

Regnier Consulting Group, Inc.

  • Steven J. Regnier
  • sregnier@regnierconsultinggroup.com
  • 715-344-2745
  • 3241 Business Park Dr., Ste. C
  • Stevens Point, WI 54482
  • UNITED STATES
  • http://www.RegnierConsultingGroup.com

  • Regnier Consulting Group, Inc. is headquartered in Stevens Point, Wisconsin. The firm provides personalized property and casualty actuarial consulting services to insurance companies, self-insured corporations, captive insurance companies, risk retention groups, trade associations, and municipalities. In 2003, Regnier Consulting Group expanded its consulting practice to include small business accounting and corporate tax preparation.  At Regnier Consulting Group we take great pride in offering our clients the prompt, personal yet affordable service they are looking for in an actuarial and accounting consulting company.  In a special study that was released in January 2006, A.M. Best Company, Inc. recognized Regnier Consulting Group, Inc. as one of the top ten actuarial consulting firms in North America.

SIGMA Actuarial Consulting Group, Inc.

  • Al J. Rhodes
  • al@sigmaactuary.com
  • 615-376-5110 (202)
  • 5301 Virginia Way Ste 230
  • Brentwood, TN 37027-7571
  • UNITED STATES
  • http://www.sigmaactuary.com

  • SIGMA is a casualty actuarial consulting firm with experience related to a broad range of insurance coverages.

Spring Consulting Group, LLC

  • Karin J. Landry
  • karin.landry@springgroup.com
  • 617-589-0930 (102)
  • 84 State Street, Ste. 500
  • Boston, MA 02109
  • UNITED STATES
  • http://www.springgroup.com

  • Spring Consulting Group, LLC provides strategic consulting services to insurance and financial services organizations throughout the world. Spring's executives have extensive industry and consulting expertise in areas such as life insurance, retirement services and health care. In addition to advising the insurance and financial services industry, the firm provides consulting directly to employers on the use of captive insurance facilities for employee benefits. Spring assists clients in all phases of strategy, assessment, development and implementation.

Taylor-Walker & Associates, Inc.

  • Linda W. Spann
  • lspann@taylor-walker.com
  • 931-436-6055
  • 2945 Oak Hill Rd.
  • Clarksville, TN 37040
  • UNITED STATES
  • http://www.taylor-walker.com/taylorwalkerx.html

  • Provides a full range of actuarial and regulatory consulting services for captive insurers and risk retention groups. Services include feasibility studies, loss reserve analyses and opinions, and other actuarial reviews.

The Benecon Group

  • Joel E. Callihan
  • jcallihan@benecon.com
  • 717-723-4600
  • P.O. Box 5406
  • Lancaster, PA 17606-5406
  • UNITED STATES
  • http://www.benecon.com

  • Employmee Beenfit Plan Actuarial, Compliance and Consutling services.

Towers Watson

  • John M. Lochner, CPCU, ARM
  • john.lochner@towerswatson.com
  • 860-843-7012
  • 175 Powder Forest Drive
  • Weatogue, CT 06089
  • UNITED STATES
  • http://www.towerswatson.com

  • Towers Watson is one of the leading independent risk management, actuarial, and insurance consultants in the U.S. and worldwide.  We have been at the forefront in developing risk management concepts and practices, approaches to cost-of-risk measurement, alternative risk financing mechanisms, and the very nature and scope of the risk management function. Towers Watson actuaries assist in pricing, reserving, product development, expert testimony, and other actuarial services. In addition to employing over 80 members of the Casualty Actuarial Society, Towers Watson has consultants experienced in self-insurance feasibility studies including captives, risk management reviews. claims management and loss control.

Verisk Analytics/ISO

  • Barry Radolan
  • bradolan@iso.com
  • 201-469-2396
  • 545 Washington Boulevard
  • Jersey City, NJ 07310-1686
  • UNITED STATES
  • http://www.iso.com

  • ISO is a leading source of information about risk. We supply data, analytics, and decision-support services for professionals in many fields to assist customers measure, manage, and reduce risk.

    ISO helps its customers identify, mitigate, and price for risk by providing comprehensive data, leading-edge analytics, and decision-support services.

    ISO offerings include:
    - Actuarial consulting and benchmarking analysis
    - Statistical, actuarial, and claims data
    - Insurance policy language
    - Fraud-identification tools
    - Risk consulting services
    - Specialized consulting, claims-management, and litigation-support services.

WeiserMazars LLP

  • Brian J. Clouse
  • brian.clouse@weisermazars.com
  • 267-532-4312
  • 501 Office Center Drive
  • Suite 300
  • Fort Washington, PA 19034
  • UNITED STATES
  • http://www.weisermazars.com

  • Worldwide, full service accounting, auditing and consulting firm specializing in the insurance industry with a focus on captives.