Benefits broker of record · KANSAS CITY, MO
CBIZ BENEFITS & INS SERVICES INC
CBIZ BENEFITS & INS SERVICES INC of KANSAS CITY, MO is named as the broker of record on 27 insurance contracts in public Form 5500 Schedule A filings.
One of 10 offices of CBIZ BENEFITS & INS SERVICES INC.
27 contracts on file name CBIZ BENEFITS & INS SERVICES INC 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 BENEFITS & INS SERVICES INC brokers 27 insured contracts for 22 employers, across 10 states, led by OH, AZ, MO.
Life is the largest line (14 contracts), followed by disability (10), health (8), dental (3).
HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (6, about 22%); AMERICAN FIDELITY ASSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA follow.
Renewals concentrate on January 1: 63% 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.
life 14 · disability 10 · health 8 · dental 3 · vision 1 · stop-loss 1
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 |
|---|---|---|---|
| PENNSYLVANIA AUTOMOTIVE ASSOCIATION | HARRISBURG, PA | AMERICAN FIDELITY ASSURANCE COMPANY | Jan 1FY2025 |
| LIBERTY ENERGY SERVICES, LLC | DENVER, CO | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| COMPQSOFT, INC. | LEESBURG, VA | ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | Jul 1FY2025 |
| PENNSYLVANIA AUTOMOTIVE ASSOCIATION | HARRISBURG, PA | AMERICAN FIDELITY ASSURANCE COMPANY | Jan 1FY2025 |
| RACETRAC, INC. | ATLANTA, GA | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
more employers in CBIZ BENEFITS & INS SERVICES INC'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 year 2025 on this page)
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