Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.1M
- Long-term disability$1.5M
- Life$1.4M
- Vision$1.2M
Sponsor portfolioTH
CBIZ, INC.
EIN 22-2769024management consultingLatest filing 2024
Plans
2
Retirement
1
$1.42B assets
Welfare
1
$4.7M premiums
Participants
15,912
5959 ROCKSIDE WOODS BLVD. N. SUITE - CLEVELAND, OH 44131216-447-9000cbiz.comLinkedIn5001-10000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 9,399 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- METROPOLITAN LIFE INSURANCE COMPANY70%
- VISION SERVICE PLAN25%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- ACE AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CBIZ, INC. RETIREMENT SAVINGS PLAN
401k
Assets$1.42B
Participants9,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
CBIZ, INC. GROUP HEALTH & WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.7M
Covered lives9,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CBIZ, INC. RETIREMENT SAVINGS PLAN | 401k | $1.42B | 9,081 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | CBIZ, INC. GROUP HEALTH & WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4.7M | 9,399 | 2024 |
Retirement plans
Welfare plans