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
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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
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  • Phone
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  • Website
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Operational Areas
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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

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

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Venture Fund
Investor Description Founded Year Domain Location
Private equity investments are focused on middle-market growth companies.
Founded Year Domain Location
Custodial services for listed securities are provided by the firm.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Employee benefits services are provided to businesses nationwide.
2015
Employee health benefits and HR services are provided to businesses.
2010
Payroll management and employee benefits services are provided.
1988
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Benefit Resource

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Benefit Resource Comparisons

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Competitors of Benefit Resource

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Benefit Resource

Frequently Asked Questions about Benefit Resource

When was Benefit Resource founded?

Benefit Resource was founded in 1993.

Where is Benefit Resource located?

Benefit Resource is headquartered in Rochester, United States.

Who is the current CEO of Benefit Resource?

Jason Hall is the current CEO of Benefit Resource.

What does Benefit Resource do?

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.

How many acquisitions has Benefit Resource made?

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

Who are Benefit Resource's investors?

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

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