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Filice Insurance RFP Response - 2018




                                                                             SAN FRANCISCO  SILICON VALLEY  2015
                                                                             BUSINESS TIMES  BUSINESS JOURNAL
                                             SAN FRANCISCO  SILICON VALLEY  2016
                                             BUSINESS TIMES  BUSINESS JOURNAL
              SAN FRANCISCO  SILICON VALLEY  2017                             #   2
              BUSINESS TIMES  BUSINESS JOURNAL  #                                               Filice
                   2             Filice                          Insurance   20 15   BES T  PLA CES  T O  W ORK
                                                                                                Insurance
               #                                  1              Filice                         Agency

                                                                 Agency
                                 Insurance
                                                                              Employee Benefit Advisor - November 2016
                                 Agency     20 16   BES T  PLA CES  T O  W ORK  THE
                                                                              revenue from groups over 100  e’s
                                       SAN FRANCISCO  SILICON VALLEY  2018   RANK  BROKER  2016
                                                                                   GROWTH
                                                                                       2016
                                       BUSINESS TIMES
              20 17   BES T  PLA CES  T O  W ORK  BUSINESS JOURNAL           3 1 2  Arthur J. Gallagher   3.51%  $202,993,143  COMPARED   27 RANK Buck Consultants at   GROWTH  $12,698,509  COMPARED
                                                                                      REVENUE
                                                                                         TO 2015
                                                                                                        2016
                                                                                               BROKER
                                                                                         RANK
                                                                                Mercer
                                          5               Filice            9 8 6 7 4 5  Marsh & McLennan   11.12%  $130,543,131  Same -1 -1  32 33 30 31 28 29  True Benefit (True3)  14.87%  $12,075,598  +2 -2 +2 +2 +1 +7
                                                                                                     2016
                                                                                    6.70%
                                                                                                     REVENUE
                                                                                      $227,101,501
                                                                                         Same
                                                                               Willis Towers
                                                                                            26
                                                                                                        TO 2015
                                                                                                        RANK
                                                                                   5.71%
                                                                                              Regions Insurance
                                                                                Watson
                                                                                                  26.31%
                                                                                         +2
                                                                                                        +10
                                                                                                  5.58%
                                                                                               Xerox
                                                                                & Co.
                                                                                     $196,179,673
                                                                                                    $12,602,191
                                                                                              J. Smith Lanier
                                                                                Aon
                                                                                   21.71%
                                                                                     $172,057,265
                                                                                                  20.04%
                                                                                               & Co.
                                                                                                    $12,300,832
                                                                                   11.36%
                                                                                Agency
                                                                                     $145,914,516
                                                                                                  14.59%
                                                                                                    $12,240,265
                                                                                         Same
                                                                                              LSG Insurance
                                                                               Lockton
                                                                                   3.62%
                                                                                     $131,020,516
                                                                                                  13.62%
                                                                                              Partners
                                                                                                    $12,125,190
                                                                               USI Insurance
                                                                               Services
                                                                                             Filice Insurance
                                                                                         Same
                                                                                                    $12,075,823
                                                                              Alliant Insurance
                                                                                              Hylant
                                                                                                 12.35%
                                                                                   16.35%
                                                                               Services
                                                                                     $109,391,750
                                                                                             Higginbotham
                                                          Insurance
                                                                                         +1
                                                                                                 39.19%
                                                                                                    $11,022,408
                                                                                                       +11
                                                                                  20.96%
                                                                                             BenefitMall
                                                                                                 2.67%
                                                                                                    $10,619,640
                                                                               Wells Fargo
                                                                                             ABD Insurance &
                                                                                  -8.34%
                                                                                     $87,047,085
                                                                                                 28.19%
                                                                                             Financial services
                                                                               NFP
                                                          Agency            13 11 12 10  Hub International  30.35%  $108,256,898  Same -2 +1  36 37 34 35  Burnham Benefits  23.69%  $10,258,532  Same
                                                                                                    $10,533,166
                                                                                                       +6
                                                                                  8.32%
                                                                                             Leavitt Group
                                                                                     $77,620,464
                                                                                                 11.25%
                                                                              Brown & Brown
                                                                                                       +1
                                                                                     $77,274,110
                                                                                        Same
                                                                               BB&T
                              20 1 8  B E S T P L A C E S T O W OR K        14  Hays Group  18.30%  $62,435,963  Same  38 39  Risk Strategies Co.  New  $10,008,872  +6
                                                                                                    $9,735,393
                                                                                  14.25%
                                                                                            Assurance Agency
                                                                            15      $31,426,737  +2  24.26%  New
                                                                               EPIC  21.77%  Capital Benefit   $9,375,381  +8
                                                                            16  CBIZ  $30,472,666  +6  40  Services  14.39%
                                       20 18   BES T  PLA CES  T O  W ORK     OneDigital  6.76%  -1  Frenkel Benefits  -3.49%
                                                                           17
          28 APRIL 20, 2018     4   SAN FRANCISCO BUSINESS TIMES & SILICON VALLEY BUSINESS JOURNAL |  BEST PLACES TO WORKSAN FRANCISCO BUSINESS 28 TIMES  4   SAN FRANCISCO BUSINESS TIMES  5.40%  $29,803,652  41  $8,893,034  +5
                                                                           18  AssuredPartners  $26,145,153  Same  42  Bolton & Co.  New  $8,848,204  -3
                                    Compiled by Julia Cooper           Compiled by Julia Cooper  8.59%  $25,338,378  Northwestern    $8,806,535  New
                                   415
288
4958, @SFBIZJuliaC          415
288
4958, @SFBIZJuliaC  Holmes Murphy &   Same  43
                                                                           19
                                   juliacooper@bizjournals.com        juliacooper@bizjournals.com  Associates  5.74%  $21,279,187  Benefit Corp. of   14.84%  $8,788,287
                                                                           20  Corporate    Same  44  Georgia  +3
                                                                                             IMA
          BEST PLACES TO WORK IN THE BAY AREA  MIDSIZE, 1 18   BEST PLACES TO WORK IN THE BAY AREA  MIDSIZE, 19 35   Synergies Group  4.72%  $20,804,888  Same  45  Hodges-Mace  0.65%  $8,669,141  -5
                                                                           21
          MIDSIZE EMPLOYERS (FROM 100-249 BAY AREA EMPLOYEES), RANKED BY SCORE  MIDSIZE EMPLOYERS (FROM 100-249 BAY AREA EMPLOYEES), RANKED BY SCORE  Sequoia  -1.16%  $15,017,154  46  Oswald Companies  16.00%  $8,345,463  +5
                                                                           22  Associated    +3  2.03%  $8,269,607
            Business name  Address  Bay Area  Top human resources executive  Business name  Address  Bay Area  Top human resources executive  Financial Group  25.77%  47  M3 Insurance   -4
            Website  Phone  Score  employees  Business type  Headquarters  in the Bay Area  Top local executive(s)  Website  Phone  Score  employees  Business type  Headquarters  in the Bay Area  Top local executive(s)  $14,951,795
                                                                           23  Woodruff Sawyer   +8  Solutions  New  $7,777,561  New
                                                                              & Co.
                 989 Market St. #500
           11  Lever  San Francisco, CA 94103  95.21  152  Enterprise hiring software  San Francisco  Mike Bailen, VP of people  Sarah Nahm, CEO  1199  Illumio  160 San Gabriel Dr.  91.14  159  Data center and cloud  Sunnyvale, CA  Emily Couey, VP of people  Andrew Rubin, CEO 24  KELLY Benefit   -5.86%  $14,928,367  -1  48  ONB Insurance   0.75%
                                                    Sunnyvale, CA 94086
            lever.co
                                                             security
                                               illumio.com
                                                                                            Group
                                                     669-800-5000
                  NR
                                                                             Strategies  8.53%  $13,943,113  49  McGohan    $7,523,059  Same
          22  Athens Administrators  2552 Stanwell Dr.  94.47  144  Claims administration  Concord, CA  Janet McClain, EVP of human  James Jenkins, President  Dome Construction  393 E. Grand Ave.  Michelle Austin, Director of human  25  Marsh USA  +2  Brabender  New  $7,278,788
                                                     South San
                 Concord, CA 94520
            athensadmin.com  866-482-3535  services  resources  2200  Corp.  Francisco, CA 94080  91.03  192  General contractor  South San Francisco, CA  resources  Mark Bley, President/CEO  -2.87%  $13,595,988  BancorpSouth   New
                                               domebuilds.com
                                                                                         50
                                                     650-416-5600
                                                                                      Same
                                                                                           Insurance Services  New  $6,989,872
                 1550 Bryant St. #545
          33  Leanplum  San Francisco, CA 94103  94.23  113  Mobile marketing software  San Francisco  Lisa Macnew, Senior director of  Momchil Kyurkchiev, CEO  2121  Entelo  123 Mission St. 24th Fl.  90.86  135  Recruiting software  San Francisco  Linda Fitzpatrick, Head of people  Jon Bischke, CEO  New
                                  human resources
                                      Andrew First, CTO
                          as a service
            leanplum.com
                  844-532-6758
                                                    San Francisco, CA 94105
                                               entelo.com
                                                     415-689-7774
          44  Dynamic Signal  1111 Bayhill Dr. #125  93.82  165  Employee communication  San Bruno, CA  An Le, COO  Russ Fradin, CEO  2222  TokBox  San Francisco, CA 94107  90.43  106  Live video platform  San Francisco  Craig Wallace, CFO/Director  Scott Lomond, CEO
                                                     501 2nd St. #310
                 San Bruno, CA 94066
            dynamicsignal.com
                         and engagement platform
                  650-231-2550
                                               tokbox.com
                                                     NR
            Filice Insurance  738 N. 1st St.
          55  Agency  San Jose, CA 95112  93.14  100  Employee benefits  San Jose, CA  Michelle Montoya, Chief  Ron Filice, President/CEO  Gusto  500 3rd St. #405  Payroll, benefits, HR  Maryanne Brown Caughey, Head of
                                  compliance officer
            filice.com                       2323   San Francisco, CA 94107  90.32  240  San Francisco  Josh Reeves, CEO
                  408-350-5700
                                               gusto.com  844-322-5594  provider  people team
                  215 Fourier Ave.
          66  Syserco  Fremont, CA 94539  93.12  158  Energy management  Fremont, CA  Erlynn Sandoc, Executive business  Derek Eggers, Senior executives  1800 Bridge Pkwy.
                                       Majd Khleif,
                                  manager
            syserco.com
                  510-498-1171
                                             2244  Nevro  Redwood City, CA 94065  90.07  187  Medical technology  Redwood City, CA  Divya Ghatak, VP of people  Rami Elghandour, President/
                                                             company
                                               nevro.com
                                                                          CEO
                                                     650-251-0005
                 901 Market St. #310
          77  HotelTonight  San Francisco, CA 94103  93.06  113  Hotel booking app  San Francisco  Karen Klein, Chief administrative  Sam Shank, CEO
            hoteltonight.com  NR  officer           2000 Seaport Blvd. 3rd Fl.
                                             2525  Course Hero  Redwood City, CA 94063  90.04  122  Online learning platform  Redwood City, CA  Vicki Choi, Director of human  Andrew Grauer, CEO
                                                                     resources
                                               coursehero.com
                                                     NR
          88  Color  1801 Murchison Dr. #128  93.05  109  Health technology  Burlingame, CA  Karen Han, Head of human  Othman Laraki, CEO
                 Burlingame, CA 94010
            color.com
                                  resources
                  650-651-7130
                                                     3333 Clares St.
                                             2266  Bay Federal Credit  Capitola, CA 95010  89.92  222  Credit union  Capitola, CA  Patty Winters, VP of human  Carrie Birkhofer, President/CEO
                                               Union
                                                                    resources and development
                                               bayfed.com  831-479-6000
          99  Signifyd  2540 N. 1st St. 3rd Fl.  92.93  106  Fraud protection for e-  San Jose, CA  Emily Mikailli, Director of human  Rajesh Ramanand, CEO
                 San Jose, CA 95131
            signifyd.com
                                  resources
                          commerce
                  NR
                                              2277  Weebly  San Francisco, CA 94107  89.79  181  Website builder and web  San Francisco  Hanna Nordvik, Senior manager of  David Rusenko, CEO
                                                    460 Bryant St. #100
                                                             hosting service
                                               weebly.com
                                                                     people ops
                                                     NR
          1010  Snowflake Computing  100 S. Ellsworth Ave. #100  92.91  188  Cloud data warehouse  San Mateo, CA  Elizabeth Pate-Morton, Director of  Bob Muglia, CEO
                 San Mateo, CA 94401
                                  human resources
            snowflake.net
                  844-766-9355
                                             2288  Bill.com  1810 Embarcadero Rd.  89.74  198  Digital business payments  Palo Alto, CA  Jacqueline Hendy, SVP of human  Rene Lacerte, CEO
                                                    Palo Alto, CA 94303
                                                     NR
                                               bill.com
                                                                     resources
                 680 Folsom St. #400
          1111  Demandbase  San Francisco, CA 94107  92.83  159  Account-based marketing  San Francisco  Landon Pearson, SVP of human  Chris Golec, CEO
                  415-683-2660
            demandbase.com
                                  resources
                                                    5901 Gibraltar Dr.
                                             2929  1st United Credit Union  Pleasanton, CA 94588  89.48  149  Credit union  Pleasanton, CA  Lynell Fraley, VP of human  Steve Stone, CEO
                                                                     resources
                                               1stunitedcu.org
                                                     800-649-0193
          1212  Blach Construction  2244 Blach Pl. #100  92.79  170  General contractor/  San Jose, CA  Gaye Landau-Leonard, VP of  Dan Rogers, President
                 San Jose, CA 95131
            blach.com  408-244-7100  construction management  human resources
                                             3030  AdRoll Group  2300 Harrison St. 2nd Fl.  89.43  219  Marketing platform  San Francisco  Amy LeBold, Head of people  Toby Gabriner, CEO
                                                    San Francisco, CA 94110
                                               adroll.com
          1313  Coinbase  San Francisco, CA 94104  92.22  240  Crypto exchange  San Francisco  Nathalie McGrath, Director of  Brian Armstrong, CEO  NR
                 548 Market St. #23008
                                  people
            coinbase.com
                  NR
                                               Farella Braun + Martel  235 Montgomery St. 17th
                                              3311  LLP  San Francisco, CA 94104  89.42  232  Law firm  San Francisco  Ingrid Hester, Director of human  Brian Donnelly, Chairman
                                                     Fl.
                 2010 Crow Canyon Pl. #250
                                                                     resources
          1144  ENGEO Inc.  San Ramon, CA 94583  92.07  199  Engineering firm  San Ramon, CA  Valerie Davis, Director of human  Uri Eliahu, President  fbm.com  415-954-4400
                                  resources
            engeo.com
                  925-866-9000
                                               ABD Insurance &  3 Waters Park Dr. #100  89.4  241  Insurance and financial  San Mateo, CA  Amy Steadman, SVP of people  Brian Hetherington, CEO/Co-
                                                                         chairman
                                                    San Mateo, CA 94403
                                             3232
                                               Financial Services
                  23 Geary St. #700
          1515  Firewood Marketing  San Francisco, CA 94108  91.89  179  Marketing agency  San Francisco  Imma Trillo, VP of human  Lanya Zambrano, President  theabdteam.com  650-488-8565  services  operations  Kurt de Grosz, President/Co-
                                                                         chairman
            firewoodmarketing.com
                                  resources
                                      Juan Zambrano, CEO
                  415-872-5132
            BCCI Construction  1160 Battery St. #250  Commercial general  Norma Adjmi, Director of human  Michael Scribner, President/  3333  TRI Pointe Homes  2010 Crow Canyon Pl. #380  89.12  104  Homebuilding  Irvine, CA  Diana Belknap, Human resources  Jeff Frankel, Division president
                                                    San Ramon, CA 94583
                                               tripointehomes.com
          1616  Company Inc.  San Francisco, CA 94111  91.86  228  contractor  San Francisco  resources  CEO  925-804-2220
                                                                     manager
            bcciconst.com  415-817-5100
                  230 9th St.
                                                    Union City, CA 94587
                                               southlandind.com
                                                            plumbing engineering firm
                         helps artists and content
          1717  Patreon  San Francisco, CA 94103  91.47  107  Membership platform that  San Francisco  Lucia Guillory, Head of people  Jack Conte, CEO  3344  Southland Industries  33225 Western Ave.  88.95  209  Mechanical, electrical and  Garden Grove, CA  Christine Hollmeyer, Director of  Rick Blazier, SVP/Division
                                                                          leader
                                                                    human resources
            patreon.com  NR  creators get paid       510-477-3300
                  1125 Mission St.
          1818  Periscope Data  San Francisco, CA 94103  91.22  119  Data analytics and insights  San Francisco  Melanie Tantingco, VP of people  Harry Glaser, CEO  3535  Turo  667 Mission St. 4th Fl.  88.92  110  Peer to peer carsharing  San Francisco  Lorie Boyd, VP of people  Andre Haddad, CEO
                                                    San Francisco, CA 94105
                                                     866-735-2901
                                  operations
            periscopedata.com
                                               turo.com
                  NR
          ABOUT THE LIST: This List includes companies with 100-249 employees working in the Greater Bay Area counties of Alameda, Contra Costa, Marin, Monterey, Napa, San Benito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano and Sonoma.   ABOUT THE LIST: This List includes companies with 100-249 employees working in the Greater Bay Area counties of Alameda, Contra Costa, Marin, Monterey, Napa, San Benito, San Francisco, San Mateo, Santa Clara, Santa Cruz, Solano and Sono
          Ranking based on scores obtained from a survey of the company’s Bay Area employees, administered by Quantum Workplace.  Ranking based on scores obtained from a survey of the company’s Bay Area employees, administered by Quantum Workplace.
               This content appeared in the San Francisco Business Times on April 20, 2018. It has been reprinted for use only by Filice Insurance Agency and further reproduction by any
                other party is strictly prohibited. Copyright 2018 San Francisco Business Times, 275 Battery St., Suite 600, San Francisco, CA 94111 | sanfranciscobusinesstimes.com.
                                    Filice Insurance has been a top tier California business since 1989
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