Captive Management Services

Aon Insurance Managers (USA) Inc.

Aon Global Insurance Managers is the world’s leading manager of captive insurance companies. We have over 500 members of staff in 32 captive domiciles managing over 1,260 captives. Our depth and breadth of expertise is second to none and whilst we are the largest manager, each of our clients receives a tailored service to meet their particular captive requirements.

Contact:
Nancy Gray, Executive Director – North America
76 St Paul Street, Suite 500
Burlington, VT 05401
Phone: (802) 862-4400 • Fax: (802) 860-0440
Email: Nancy_Gray@agl.aon.com
Website: www.aon.com

Artex Risk Solutions, Inc.

Feasibility analysis, domicile evaluation, business plan preparation and license application. Arrangements for fronting and reinsurance placement. Single-parent, group, associations, rent-a-captive and risk retention group formation, operation, financial management and regulatory compliance. Ongoing consulting support for addressing all regulatory and accounting considerations, structuring and securing the program, sustaining ongoing risk financing objectives and assisting in the service provider selection process.

Contact:
Kevin Heffernan, Division Vice President
110 Kimball Avenue, Suite 110
South Burlington, VT 05403
Phone: (802) 861-6800 • Fax: (802) 861-6803
Email: kevin_heffernan@artexrisk.com
Website: www.artexrisk.com

Atlas Insurance Management

Atlas Insurance Management is one of the world’s leading independent captive insurance managers, with over 150 clients under management in a number of onshore and offshore jurisdictions including the District of Columbia, Delaware, Montana, and Utah and Anguilla, Bahamas, Cayman Islands, and Nevis. Atlas has worked with all forms of captives including single parent, group, rent-a-captive, RRGs, and cell captives. It has structured and managed captive programs for both property and casualty coverages, including warranty, workers’ compensation, general liability, and medical malpractice insurance.

Contact:
Nicholas Leighton
Managing Director
Whitehall House, 3rd Floor
238 North Church Street
George Town, Cayman Islands KY1-1107
Telephone: +1 (345) 945-5556 • Fax: +1 (345) 945-5557
Email: info@atlascaptives.com

Baker & Daniels

Baker & Daniels has been providing legal and consulting services in the formation and management of captive insurance companies for more than two decades, working with corporations, employers, insurers, associations, and brokers in evaluating captive structures across all lines of business and assisting with the application process. In addition, Baker & Daniels’, affiliate, B&D Consulting, provides captive management services.

Contact:
Lawrence J. Stern, Director
1050 K Street, Suite 400
Washington, DC 20001
Phone: (215) 369-0703 • Fax: (202) 312-7460
Email: larry.stern@bakerd.com
Website: www.bakerdaniels.com

BCA, LLC.

BCA provides first-class employee benefits services to local and national companies. We recognize the impact of rising healthcare costs on businesses and made it our goal to devise and implement cost savings measures. Even during times when health insurance rate increases stand at unprecedented levels, BCA continues to save our clients hundreds of thousands of dollars. We have every confidence that we will be able to pass on similar savings to you and your employees.

Contact:
Tarek A. Katwa, President/CEO
1025 Connecticut Ave, NW, Suite 611
Washington, DC 20036
Phone: (202) 828-9422 • Fax: (202) 828-9423
Email: tarek@bcateam.com
Website: www.bcateam.com

Camelback Captive Services, Inc.

Camelback develops, implements and manages Captives and other types of Alternative Risk Mechanisms. Services include program design, regulatory liaison and reporting, accounting and consultation. Camelback’s principal has over 25 years experience in the Alternative Risk arena in the private sector, and served as Arizona’s first Captive Insurance Administrator.

Contact:
Richard P. Marshall, President & CEO
15255 N. 40th Street, Ste. 109
Phoenix, AZ 85032
Phone: (602) 952-9532 • Fax: (602) 952-8789
Email: dickm@camelbackcaptive.com

Chartis Insurance Management Services, Inc.

Chartis Insurance Management Services, Inc. (Chartis IMS) is the global captive management operation of the Chartis member companies. It offers the full range of captive and rent-a-captive management services as well as integrated risk management consulting services. Chartis IMS provides access to the complete range of captive management and administrative services provided by member companies of Chartis, enabling our clients’ captives to benefit from the same risk management resources and expertise that have made Chartis member companies consistently one of the most well-respected insurance organizations in the world. Let us put this expertise to work for you.

Contact:
Brenda Stewart, Manager – US Captive Operations
30 Main Street, Suite 330
Burlington, VT 05401
Phone: (802) 419-1273 • Fax: (802) 658-0112
Email: Brenda.Stewart@chartisinsurance.com
Website: www.chartisinsurance.com

Chelsea Rhone, LLC

Contact:
Peter Feeney, Managing Partner
201 S. Main St
Ann Arbor, MI 48104
Phone: (734) 996-2700 • Fax: (734) 996-1261
Email: peter.feeney@chelsearhone.com
Website: www.HealthCapUSA.com

GPW & Associates

GPW and Associates, Inc. (GPWA) is a captive management, actuarial and consulting firm located in Phoenix, Arizona. GPWA provides independent and objective services, including captive management, actuarial, product development and general consulting.

Contact:
Charles A. Wanner, Vice President
2700 N. Third Street, Suite 3050
Phoenix, AZ 85004
Phone: (602) 200-6921 • Fax: 602-200-6901
Email: cwanner@gpwa.com
Website: www.gpwa.com

HSBC Insurance Management (USA)

HSBC Insurance Management, a member of HSBC Group, is a leading manager of risk retention groups, captive insurance companies, special purpose financial captives and insurance/reinsurance companies with capabilities in Washington DC, Vermont, New York, Delaware, Missouri, South Carolina, Utah, Montana, Nevada, Arizona, Bermuda, Cayman, Malta and Guernsey.

Contact:
Elizabeth Steinman, Managing Director
84 Pine Street, Suite 300
Burlington, VT 05401
Phone: (802) 651-0142 • Fax: (802) 651-0175
Email: elizabeth.c.steinman@us.hsbc.com
Website: www.insurancemanagement.hsbc.com

Intercorp, Inc.

Contact:
Alan Barry, President
1438-F West Main Street
Ephrata, PA 17522
Phone: (717) 721-3500 • Fax: (717) 721-3515
Email: agb@intercorpinc.net

Marsh Management Services, Inc.

Marsh is the leader in helping create innovative strategies that have significantly expanded the role of captive insurance companies. For more than 30 years, Marsh’s Captive Solutions Group has been helping organizations of all types and sizes achieve their financial and strategic objectives through a complete array of captive management resources.

Contact:
Julie S. Boucher, Managing Director
P.O. Box 130
Burlington, VT 05402
Phone: (802) 864-5912 • Fax: (802) 859-3550
Email: julie.s.boucher@marsh.com

McCarran Ferguson Captive Management Co., Inc.

Contact:
Robert Willis, President & CEO
1200 G Street NW, Suite 800
Washington, DC 20005
Phone: (202) 434-8763 • Fax: (202) 347-2990
Email: rmwillistar@msn.com

Potomac Captive Managers d/b/a Lionheart Insurance Group

We are a full service alternative risk facility in Washington, DC, specializing in captive formation, management and consulting services. As a member of Lionheart Insurance Group, we are able to draw upon considerable resources to provide a full complement of insurance, wealth management and risk transfer services.

Contact:
Michael Mead, President
601 Pennsylvania Ave NW, Suite 900
Washington, DC 20004
Phone: (202) 434-8168 • Fax: (202) 639-8238
Email: michael.mead@lionheartinsurancegroup.com
Website: www.lionheartinsurancegroup.com

Riggs, Counselman, Michaels & Downes, Inc.

RCM&D provides captive management services, Third-Party claims administration services and risk management consulting services for captives and Risk Retention Groups domiciled in Washington, DC. These services are available for both group captives and single parent captives with a special emphasis on the healthcare field including hospitals, physician groups and long-term care facilities.

Contact:
Michael Feldman, Senior Vice President
555 Fairmount Avenue
Baltimore, MD 21286
Phone: (410) 583-5443 • Fax: (410) 769-6483
Email: mfeldman@rcmd.com
Website: www.rcmd.com

Risk Services, LLC

Risk Services provides captive management, regulatory compliance, reinsurance intermediary and consulting services to the alternative insurance marketplace. Risk Services has formed well over 150 captives, including RRGs, group captives, pure captives and rent-a-captive programs. Risk Services ranks #1 amongst all captive management firms with respect to RRGs under management and new RRGs formed in the past five years.

Contact:
Jon Harkavy, Executive Vice President
2233 Wisconsin Ave. NW, Suite 310
Washington, DC 20007
Phone: (202) 471-5944 • Fax: (202) 471-5947
Email: jharkavy@riskservcos.com
Website: www.riskservcos.com

Sedgwick CMS

Sedgwick CMS deliver cost-effective claims administration, managed care, program management, risk consulting and related services to clients through the expertise of 6400 colleagues in more than a hundred offices in the U.S. and Canada. The company specializes in workers’ compensation; disability, FMLA and other employee absence; and general, automobile and professional liability claims services.

Contact:
Marcia Giesler, Specialty Sales/Alternative Risk
6377 Emerald Parkway
Dublin, OH 43017
Phone: (614) 760-8113 • Fax: (614) 790-8113
Email: marcia.giesler@sedgwickcms.com
Website: www.sedgwickcms.com

The Taft Companies

The Taft Companies have been designing, implementing and managing Alternative Risk Structures for clients worldwide for over 20 years. We are a captive management and consulting group providing captive feasibility studies, formation, accounting, investment, administration and reinsurance placement services in the Bermuda, Washington DC, South Carolina and Montana captive domiciles.

Contact: Dick Goff, Managing Member
901 Dulaney Valley Rd., Suite 610
Towson, MD 21204
Phone: (877) 587-1763 • Fax: (877) 224-0876
Email: dick@taftcos.com
Website: www.taftcos.com

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