form5500lookup

Benefits broker of record · KANSAS CITY, MO

CBIZ BENEFITS AND INSURANCE SVCS.

CBIZ BENEFITS AND INSURANCE SVCS. of KANSAS CITY, MO is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
10
Book size
$10k–100k
States
MO

Book profile

CBIZ BENEFITS AND INSURANCE SVCS. brokers 10 insured contracts for 6 employers covering 12,551 people, across 4 states, led by CO, CA, OH.

Vision is the largest line (2 contracts), followed by life (2), disability (2), health (1).

AMERICAN UNITED LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 10%); HARTFORD LIFE AND ACCIDENT, MEDICAL MUTUAL OF OHIO, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY follow.

Renewals concentrate in December — 60% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

vision 2 · life 2 · disability 2 · health 1 · dental 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
MID-WEST FORGE CORPORATIONWILLOUUGHBY HILLS, OHMEDICAL MUTUAL OF OHIODecember
LIBERTY ENERGY SERVICES, LLCDENVER, COROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICES, INC.December
CROCS, INC.BROOMFIELD, COPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDecember
ALIRI USA, INC.COLORADO SPRINGS, COUNITED OF OMAHA LIFE INSURANCE COMPANYDecember
INVIVOSCRIBE, INCSAN DIEGO, CAHARTFORD LIFE AND ACCIDENTDecember
Subscriber access
1

more plans in CBIZ BENEFITS AND INSURANCE SVCS.'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