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Benefit Plans Administrative Services

Benefit Plans Administrative Services?uq=PEM9b6PF
1973 FOUNDED
M&A STATUS
201-300 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of retirement plan administration and consulting services. The company offers retirement plan administration, recordkeeping, actuarial consulting, pension services, fiduciary services and collective investment fund administration to clients in the United States.

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Specialized Finance
Parent Company
Primary Office
  • 6 Rhoads Drive
  • Suite 7
  • Utica, NY 13502
  • United States

+1 (315) 000-0000

Benefit Plans Administrative Services Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Benefit Plans Administrative Services Acquisitions (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00 00000000000 (00 02-Apr-2018 000000000000000000 00000 Human Capital Services 00000 000000
Hand Benefits & Trust 18-May-2007 Merger/Acquisition Other Financial Services 00000 000000
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Benefit Plans Administrative Services Executive Team (4)

Name Title Board
Seat
Contact
Info
Barry Kublin President & Chief Executive Officer
Paul Neveu President, Plan Administration and Recordkeeping Services
Susie Playman Chief Marketing Officer
William David Hand Executive Vice President