PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CBIZ, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 22-2769024

CBIZ, INC.

6050 OAK TREE BLVD. S., SUITE 500 · CLEVELAND, OH 44131
2164479000
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$4.7M
No prior year
Persons covered
9,399
No prior year
Total participants
6,831
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #512$4.7M
CBIZ, INC. GROUP HEALTH & WELFARE PLAN
Mixed9,399 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #003$0
CBIZ, INC. RETIREMENT SAVINGS PLAN
MEWA0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.1M34.1%
Long-term disability$1.5M24.6%
Life$1.4M22.2%
Vision$1.2M19.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTDOth
$3.3M69.6%149,399
VISION SERVICE PLAN
EIN 061227840
V
$1.2M24.6%113,935
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$266K5.6%11192
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$6K0.1%116,776

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESCINCINNATI, OHMETROPOLITAN LIFE INSURANCE COMPANY, ACE AMERICAN INSURANCE COMPANY$52K$300$52K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica