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Sponsor portfolioWelfare / HealthEIN 27-7102970
CBIZ INSURANCE TRUST
175 S MAIN STREET · SLC, UT 84111
8003901224
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
379
No prior year
Total participants
2,189
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.7M | 34.8% | |
| Dental | $665K | 13.9% | |
| Other | $537K | 11.3% | |
| Life | $525K | 11.0% | |
| Long-term disability | $523K | 11.0% | |
| Vision | $454K | 9.5% | |
| Short-term disability | $405K | 8.5% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | H | $1.0M | 45.2% | 1 | 2 | 198 |
EIN 591031071 | HDV | $460K | 19.9% | 1 | 3 | 34 |
EIN 135581829 | DVLSTDLTDOth | $376K | 16.2% | 1 | 1 | 0 |
EIN 941340523 | HD | $211K | 9.1% | 1 | 1 | 0 |
EIN 060838648 | LLTDOth | $111K | 4.8% | 1 | 2 | 379 |
EIN 231503749 | STDLTDOth | $46K | 2.0% | 1 | 4 | 0 |
EIN 135123390 | Oth | $24K | 1.0% | 1 | 1 | 7 |
EIN 420127290 | DVLSTDLTD | $23K | 1.0% | 1 | 1 | 40 |
EIN 390989781 | L | $16K | 0.7% | 1 | 2 | 198 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | SALT LAKE CITY, UT | TRANSAMERICA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA, HARTFORD LIFE AND ACCIDENT, PRINCIPAL LIFE INSURANCE COMPANY | $112K | $6K | $118K | 78.4% | 1 |
| THE BOON INSURANCE AGENCY | AUSTIN, TX | TRANSAMERICA LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY | $33K | $0 | $33K | 21.6% | 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