The Fedeli Group
The Fedeli Group is a privately held, family-owned insurance brokerage and consulting firm based in Independence, Ohio, delivering employee benefits, property and casualty risk management, aviation, construction, and Medicare advisory services to commercial, public sector, and specialty clients across the United States.
- Company typePrivate
- Founded1980
- HeadquartersIndependence, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What The Fedeli Group does
The Fedeli Group is a privately held, multi-generational family-owned insurance brokerage and risk management consulting firm headquartered in Independence, Ohio, with a secondary office in Crystal Lake, Illinois. Founded in 1980 by Umberto P. Fedeli, the firm operates two integrated service lines: Employee Benefits Consulting and Risk Management (Property & Casualty), serving commercial, emerging market, public sector, aviation, construction, and Medicare clientele across the United States with international reach via the UnisonSteadfast broker network. Revenue is generated through carrier commissions and consulting/advisory fees across multiple divisions, including dedicated practices for Commercial Market (100+ employees), Emerging Market (2-99 employees), Public Sector, Aviation (TFG Aviation), Construction & Surety, and Medicare (KAZ Company), plus the member-governed Ohio Government Benefit Cooperative consortium.
The firm's underlying technology centers on a proprietary HIPAA-protected data warehouse that ingests claim feeds from major medical insurers, pharmacy benefit managers, and third-party administrators, applying OptumInsight algorithms to group claims by chronic condition and episodes of care for clinical analytics, forecasting, reserve calculations, and volatility risk analysis. The FedeliFit wellness program integrates with a Cerner data warehouse for population health management. Supporting modules include regulatory compliance management (ACA, HIPAA, COBRA, ERISA, Form 5500), underwriting and forecasting, voluntary benefits administration, cyber liability coverage, and alternative risk transfer solutions.
The go-to-market is a relationship-driven B2B field sales motion with dedicated producers, client executives, and account managers, supplemented by direct-to-consumer Medicare advisory services through KAZ Company's licensed agents. Pricing is quote-based and negotiated per engagement, with no public disclosure. The company has demonstrated inorganic growth appetite through the acquisitions of KAZ Company in 2021 and Aviation Risk Management Associates in 2022, both of which operate as retained sub-brands. As a privately held firm with no outside capital, The Fedeli Group relies on operational cash flow to fund expansion while maintaining a deeply tenured workforce, with 38 employees having 10+ years and 9 having 30+ years of tenure.
The Fedeli Group firmographics
Firmographics- Name
- The Fedeli Group
- Legal name
- The Fedeli Group
- Website
- https://thefedeligroup.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- The Fedeli Group is a privately held, family-owned insurance brokerage and consulting firm based in Independence, Ohio, delivering employee benefits, property and casualty risk management, aviation, construction, and Medicare advisory services to commercial, public sector, and specialty clients across the United States.
- Ownership category
- akta.pro rank
The Fedeli Group industry classification
Industry- Product category
- Insurance Brokerage & Risk Management Consulting
- NAICS
- Insurance Agencies and Brokerages (524210), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Insurance Agents, Brokers & Service (6411), Surety Insurance (6351)
- akta.pro primary industry
- Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs) (FSAIAGAH)
- akta.pro secondary industry
- Flexible Benefits Administration (FSA/HSA/HRA) (HLAEALAK)
Keywords
Where The Fedeli Group is headquartered
LocationHeadquarters
- HQ city
- Independence
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Fedeli Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Risk Management & Insurance Placement: Commissions and fees from placing commercial, property & casualty, aviation, construction, and specialty risk insurance coverage for commercial clients across industries including manufacturing, real estate, construction, hospitality, social services, and aviation.
- Employee Benefits Consulting: Advisory fees and commissions for designing, implementing, and managing employee benefits programs including health, dental, vision, life, disability, voluntary benefits, and wellness programs. Revenue derived from carrier commissions and consulting fees for Commercial Market (100+ employees), Emerging Market (2-99 employees), and Public Sector segments.
- Medicare Advisory Services: Medicare insurance placement and advisory services through KAZ Company, representing all major Medicare supplement and Medicare Advantage plans. Licensed and certified agents provide education and enrollment assistance to individuals approaching 65.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
The Fedeli Group product offering
Product offeringCore offering
The Fedeli Group is an independent insurance brokerage and risk management consulting firm that advises commercial, public-sector, and emerging-market employers on employee benefits programs and property & casualty risk. The firm also runs specialty practices in construction & surety, aviation risk management (through TFG Aviation), Medicare advisory for individuals approaching 65 (through KAZ Company), and the Ohio Government Benefit Cooperative (OGBC) for public entities.
Product overview
The Fedeli Group is a consulting firm offering two integrated service portfolios: Employee Benefits Consulting and Risk Management. The Employee Benefits practice includes Clinical Analytics, Underwriting/Forecasting, Regulatory Compliance Management, Workforce Health & Engagement (including FedeliFit wellness program), Voluntary Benefits, and Insurance Placement. The Risk Management practice spans Construction & Surety, TFG Aviation, Cyber, Environmental, Hospitality, Manufacturing, Real Estate, and Social Services sectors, supported by Claims Management, Loss Control, and Alternative Risk Transfer capabilities. The company operates specialized sub-brands including KAZ Company (Medicare) and TFG Aviation Risk Management, and co-founded the Ohio Government Benefit Cooperative. Publications include Fedeli Factor and Trendsetter. The firm leverages data warehouses with OptumInsight algorithms for predictive analytics.
Differentiator
Problem solved
Functional benefit
Brands
- Fedeli Factor: Annual publication featuring clients and their success stories, with thought-provoking messages and motivational stories.
- TrendSetter
- KAZ Company
Products and services
- Employee Benefits Consulting Strategic consulting on employee benefits programs for commercial enterprises (100+ employees) and emerging-market employers (2-99 employees), delivered with proprietary analytics, stewardship processes, and carrier alliance support.
- Risk Management (Property & Casualty) Property & casualty insurance placement and risk management advisory for commercial and emerging-market clients, covering general liability, property, auto, umbrella, cyber, and specialty coverages.
- Construction & Surety Surety bonding and builders risk insurance placement for construction contractors, developers, and project owners, including bid, performance, and payment bonds.
- TFG Aviation Risk Management Aviation-specific risk management and global insurance placement for aviation operators, owners, and aviation-exposure businesses, leveraging ARMA / TFG Aviation underwriting expertise.
- Medicare Advisory (KAZ Company) Medicare plan advisory, education, and enrollment support for individuals approaching age 65 and Medicare-eligible consumers, delivered through a dedicated agent network and proprietary provider network.
- Ohio Government Benefit Cooperative (OGBC) Self-governed government benefit cooperative offering pooled employee benefits purchasing and advisory services to Ohio municipalities and public-sector entities, with carrier partners including UnitedHealthcare, Medical Mutual, Anthem, Humana, Delta Dental, Sun Life, EyeMed, and The Health Plan.
Quantifiable outcome
- TFG Aviation insures over $5 billion in aircraft value for 50+ clients worldwide.
- +2 more outcomes
Companies that use The Fedeli Group
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles6 records
The Fedeli Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature4 records
The Fedeli Group partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- Medical Mutual of OhiocoreMedical Mutual of Ohio established the Ohio Government Benefit Cooperative (OGBC) in 2018 with consulting expertise from The Fedeli Group. OGBC is a self-governed consortium designed to stabilize the overall cost of group health insurance plans for Ohio public sector entities. The Fedeli Group co-founded and provides ongoing consulting support for the consortium.
- UnisonSteadfastcoreThe Fedeli Group is an active member of UnisonSteadfast, an international network of insurance brokers headquartered in Hamburg, Germany. This partnership enables the firm to meet risk management needs no matter where clients' businesses operate globally, providing coverage placement, translation services, knowledge of customary practices, and guidance on country-specific regulations. The firm regularly visits and works with Lloyd's of London underwriters through this network.
- Barrow Lent LLPcoreRegulatory compliance insight and support is provided through partnership with Barrow Lent LLP (BL), a national boutique law firm specializing in welfare and retirement plans, executive compensation, and human resources. BL creates annual compliance checklists, provides legal guidance on ACA, MHPAEA, and other regulations, and supports Form 5500 and plan document work. BL authors regulatory compliance blog posts and guides for The Fedeli Group clients.
- HR Workplace Services (HRWS)coreHR Workplace Services provides employers with guidance on employee onboarding, state-specific workplace regulations, international employment, family leave, and various human resources issues. HRWS continually monitors state developments based on where clients operate and provides notifications identifying potential business impacts. The consulting team assists with employee handbook support, wage and hour regulations, harassment and discrimination issues, and leave management.
- UnisonBrokersminorThe Fedeli Group leverages UnisonBrokers, an independent network of regional insurance brokers located in significant economic regions worldwide based in Hamburg, Germany, for international risk management services. Provides coverage placement, translation services, knowledge of customary practices, and guidance on country-specific regulations for foreign operations.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
The Fedeli Group competitors and assessment
Company assessmentDirect peers
- USI Insurance Services: One of the largest middle-market insurance brokerage and consulting firms in the US, offering commercial P&C, employee benefits, and specialty practices. Closely comparable to Fedeli's mid-market commercial and employee benefits practice, with significantly larger scale.
- Hub International: PE-backed insurance brokerage built largely through regional broker acquisitions, with deep mid-market and specialty practice focus. Highly comparable growth playbook (acquisition-led specialty expansion) to what Fedeli is pursuing with KAZ and TFG Aviation.
- Assurex Global: Private commercial insurance and risk management broker network serving mid-market and large clients globally. Peer to Fedeli's UnisonSteadfast affiliation model — competing network of independent commercial brokers.
- NFP (an Aon company): Mid-market-focused insurance broker and consultant acquired by Aon. Directly comparable to Fedeli's middle-market and emerging-market (2-99 employee) employee benefits practice, and similar acquisition-led expansion strategy prior to Aon acquisition.
- Hilb Group: Middle-market insurance brokerage built via roll-up of regional agencies, with strong employee benefits and P&C practices. Comparable in size and target segment to Fedeli, with similar acquisition-driven growth.
- The Jacobson Group: Privately held insurance brokerage specializing in employee benefits, retirement planning, and risk management. Closely comparable to Fedeli's benefits consulting focus and similar size tier in the Midwest.
- True Benefit Consulting: Independent employee benefits and risk management consulting firm serving mid-market employers. Direct peer to Fedeli's Employee Benefits Consulting division, with similar clientele size and service offerings.
Broad incumbents
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management services firm with a major middle-market segment. Comparable to Fedeli across employee benefits consulting and commercial P&C placement, but operates at vastly greater scale with public-market capital.
Emerging players
- Brown & Riding Insurance Services: Specialty wholesale insurance brokerage with strong construction, surety, and aviation practices. Comparable to Fedeli's specialty vertical strategy (Construction & Surety, TFG Aviation) but operates on the wholesale side of the market.
Others
- The Cincinnati Insurance Companies: Ohio-based regional insurance carrier that is a key underwriting partner for Fedeli's P&C and surety placements. Comparable to the carrier-side of Fedeli's value chain rather than direct broker competition.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The Fedeli Group social profiles
Digital presenceThe Fedeli Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Fedeli Group leadership team
Management profileNumber of profiles
Profiles10 records
The Fedeli Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
The Fedeli Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Fedeli Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Fedeli Group
What does The Fedeli Group do?
The Fedeli Group is an independent insurance brokerage and risk management consulting firm that advises commercial, public-sector, and emerging-market employers on employee benefits programs and property & casualty risk. The firm also runs specialty practices in construction & surety, aviation risk management (through TFG Aviation), Medicare advisory for individuals approaching 65 (through KAZ Company), and the Ohio Government Benefit Cooperative (OGBC) for public entities.
Is The Fedeli Group a public or private company?
The Fedeli Group is a private company. It is classified as family owned and is currently operating.
When was The Fedeli Group founded?
The Fedeli Group was founded in 1980. It employs 51 to 100 people.
Where is The Fedeli Group based?
The Fedeli Group is headquartered in Independence, United States, in the North America region.
How does The Fedeli Group make money?
Three revenue lines are on record. Risk Management & Insurance Placement is the primary driver. The others are employee Benefits Consulting and medicare Advisory Services.
Who are The Fedeli Group's main competitors?
Direct peers on record are USI Insurance Services, Hub International, Assurex Global, NFP (an Aon company), Hilb Group, The Jacobson Group and True Benefit Consulting. Arthur J. Gallagher & Co. is listed as a broad incumbent. Brown & Riding Insurance Services is listed as an emerging player. The Cincinnati Insurance Companies is listed as an others.
Does The Fedeli Group have an API?
No public API is recorded for The Fedeli Group.
What industry is The Fedeli Group in?
The Fedeli Group's product category is Insurance Brokerage & Risk Management Consulting. Its primary akta.pro industry code is FSAIAGAH, Medicare Plan Distribution & Brokerage (Captive, Independent, FMOs), with a secondary code of HLAEALAK, Flexible Benefits Administration (FSA/HSA/HRA). Its NAICS code is 524210 and its SIC code is 6411.