Benefit Resource

Rochester, United States Founded: 1993 • Age: 33 yrs Acquired By Millennium Trust Company
Provider of tax-free benefits programs and COBRA administration services
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 2 Known backers
Products - Services tracked
Competitors - Brand Intelligence

About Benefit Resource

Benefit Resource is a company based in Rochester (United States) founded in 1993 by Anthony DiBarnaba and Thomas A Guiler was acquired by Millennium Trust Company in July 2023. Benefit Resource has completed 3 acquisitions, including 121 Benefits, NCA and Pro-Flex Administrators.

  • Headquarter Rochester, United States
  • Founders Anthony DiBarnaba, Thomas A Guiler
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Not available
Key Metrics
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People of Benefit Resource

Headcount 200-500
Employee Profiles 7
Employee Profiles
People
Sue Kettlewell
Vice President Of Business And Technology Solutions
People
Lisa Critchley
Chief People Officer
People
Jasmine Morrow Mba
Benefits Account Manager I - Eastern Region
People
Javid McDaniel
Operational Manager

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Funding Insights of Benefit Resource

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Detailed funding history for Benefit Resource

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  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in Benefit Resource

Benefit Resource has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Millennium Trust Company and CIP Capital.

All
Venture Fund
Investor Description Founded Year Domain Location
Private equity investments are focused on middle-market growth companies.
Locked Locked Locked
Custodial services for listed securities are provided by the firm.
Locked Locked Locked
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Investor details for Benefit Resource

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  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Benefit Resource

Benefit Resource has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include 121 Benefits, NCA and Pro-Flex Administrators.

Investments
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Investment portfolio details for Benefit Resource

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  • Portfolio identities
  • Transaction dates
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  • Investment values

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Acquisitions
Company Name Description Domain Location Founded Year Amount
Employee benefits services are provided to businesses nationwide.
Locked Locked 2015 Locked
Employee health benefits and HR services are provided to businesses.
Locked Locked 2010 Locked
Payroll management and employee benefits services are provided.
Locked Locked 1988 Locked
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Complete acquisition details for Benefit Resource

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  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

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Financial Statements - Benefit Resource

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Detailed financials for Benefit Resource

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Benefit Resource Comparisons

Benefit Resource Primary company
Description
Provider of tax-free benefits programs and COBRA administrat...
Location
Rochester, United States
Founded Year
1993
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Benefit Resource

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Competitors of Benefit Resource

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Detailed competitors of Benefit Resource

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Latest news on Benefit Resource

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Complete news archive for Benefit Resource

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Frequently Asked Questions about Benefit Resource

Benefit Resource was founded in 1993.

Benefit Resource is headquartered in Rochester, United States.

Jason Hall is the current CEO of Benefit Resource.

Benefit Resource, established in 1993 and currently in Acquired stage, focuses on providing essential services. Provider of tax-free benefits programs and COBRA administration services. Adapting to market demands with innovation. It continues to evolve, meeting industry challenges with strategic approaches and commitment to quality.

Benefit Resource has made 3 acquisitions, including 121 Benefits, NCA, and Pro-Flex Administrators.

Benefit Resource has 2 investors. Key investors include Millennium Trust Company, and CIP Capital.

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