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Benefits broker of record · KANSAS CITY, MO

CBIZ BENEFITS & INSURANCE SERVICE

CBIZ BENEFITS & INSURANCE SERVICE of KANSAS CITY, MO is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of CBIZ BENEFITS & INSURANCE SERVICE.

Contracts brokered
5
Book size
$10k–100k
Office state
MO

5 contracts on file name CBIZ BENEFITS & INSURANCE SERVICE 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 & INSURANCE SERVICE brokers 5 insured contracts for 3 employers, across 3 states, led by PA, FL, NJ.

Disability is the largest line (4 contracts), followed by life (3).

USABLE LIFE writes the most contracts in the book (3, about 60%); PRUDENTIAL INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.

Renewals concentrate on July 1: 60% of the dated welfare contracts have policy years ending in June, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 4 · life 3

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
BRIDGEWAY BEHAVIORAL HEALTH SERVICEUNION, NJPRUDENTIAL INSURANCE COMPANY OF AMERICAJan 1FY2025
REX HEAT TREAT LANSDALELANSDALE, PAUSABLE LIFEJul 1FY2024
REX HEAT TREAT LANSDALELANSDALE, PAUSABLE LIFEJul 1FY2024
REX HEAT TREAT LANSDALELANSDALE, PAUSABLE LIFEJul 1FY2024
PENN FLORIDA CAPITAL CORPORATIONBOCA RATON, FLUNUM LIFE INSURANCE COMPANY OF AMERICAJan 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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