Benefits broker of record · BOCA RATON, FL
CBIZ BENEFITS & INSURANCE SERVICES
CBIZ BENEFITS & INSURANCE SERVICES of BOCA RATON, FL is named as the broker of record on 45 insurance contracts in public Form 5500 Schedule A filings.
One of 30 offices of CBIZ BENEFITS & INSURANCE SERVICES.
45 contracts on file name CBIZ BENEFITS & 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 BENEFITS & INSURANCE SERVICES brokers 45 insured contracts for 24 employers, across 4 states, led by FL, WV, CA.
Health is the largest line (30 contracts), followed by life (9), dental (2), vision (2).
PRUDENTIAL INSURANCE COMPANY OF AMERICA writes the most contracts in the book (12, about 27%); BLUE CROSS BLUE SHIELD OF FLORIDA, KAISER FOUNDATION HEALTH PLAN, INC., HEALTH OPTIONS follow.
Renewals concentrate on January 1: 56% 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.
health 30 · life 9 · dental 2 · vision 2 · disability 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 |
|---|---|---|---|
| HERITAGE BANK OF COMMERCE | SAN JOSE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2023 |
| YMCA OF SILICON VALLEY | SAN JOSE, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2025 |
| UNIVERSAL INSURANCE MANAGERS, INC. | SARASOTA, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2025 |
| SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE, PA | STUART, FL | BLUE CROSS BLUE SHIELD OF FLORIDA | Jan 1FY2025 |
| THE CLUB AT ADMIRAL'S COVE | JUPITER, FL | HEALTH OPTIONS | Nov 1FY2025 |
more employers 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 · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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