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Benefits broker of record · ATLANTA, GA

CBIZ BENEFITS & INSURANCE SERVICES

CBIZ BENEFITS & INSURANCE SERVICES of ATLANTA, GA is named as the broker of record on 16 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
16
Book size
$100k–1M
States
GA

Book profile

CBIZ BENEFITS & INSURANCE SERVICES brokers 16 insured contracts for 4 employers covering 1,973 people, across 3 states, led by MT, NV, TN.

Life is the largest line (6 contracts), followed by disability (3), health (2), dental (2).

RELIANCE STANDARD LIFE INSURANCE COMPANY writes the most contracts in the book (12, about 75%); BLUE CROSS AND BLUE SHIELD OF MONTANA, DELTA DENTAL OF TENNESSEE follow.

Renewals concentrate in December — 94% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 6 · disability 3 · health 2 · dental 2 · vision 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
HOLMAN ENTERPRISES, INC.WHITEFISH, MTBLUE CROSS AND BLUE SHIELD OF MONTANADecember
GRG ENTERPRISES LLCWHITEFISH, MTBLUE CROSS AND BLUE SHIELD OF MONTANADecember
FOLEY ENTERTAINMENT GROUP, LLCLAS VEGAS, NVRELIANCE STANDARD LIFE INSURANCE COMPANYDecember
FOLEY ENTERTAINMENT GROUP, LLCLAS VEGAS, NVRELIANCE STANDARD LIFE INSURANCE COMPANYDecember
HOLMAN ENTERPRISES, INC.WHITEFISH, MTRELIANCE STANDARD LIFE INSURANCE COMPANYDecember
Subscriber access
10

more plans in CBIZ BENEFITS & 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