Benefits broker of record · KANSAS CITY, MO
CBIZ BENEFIT & INSURANCE SERVICES
CBIZ BENEFIT & INSURANCE SERVICES of KANSAS CITY, MO is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
One of 6 offices of CBIZ BENEFIT & INSURANCE SERVICES.
15 contracts on file name CBIZ BENEFIT & INSURANCE SERVICES as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
CBIZ BENEFIT & INSURANCE SERVICES brokers 15 insured contracts for 8 employers, across 5 states, led by LA, AZ, MO.
Disability is the largest line (8 contracts), followed by life (6), vision (3), dental (2).
UNUM INSURANCE COMPANY writes the most contracts in the book (5, about 33%); UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT follow.
Renewals concentrate on January 1: 87% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 8 · life 6 · vision 3 · dental 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| TRUMAN MEDICAL CENTER INCORPORATED | KANSAS CITY, MO | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| UNIVERSITY HEALTH PHYSICIANS | KANSAS CITY, MO | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| RUMMEL CONSTRUCTION, INC. | SCOTTSDALE, AZ | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2023 |
| EMPOWERME HOLDINGS, LLC | ST. LOUIS, MO | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| HCP FINANCIAL AND MANAGEMENT SERVICES LLC | ROLLING MEADOWS, IL | METROPOLITAN LIFE INSURANCE COMPANY | Dec 1FY2024 |
more employers in CBIZ BENEFIT & INSURANCE SERVICES's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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