Benefits broker of record · CLEVELAND, OH
CBIZ BENEFITS & INSURANCE SERVICES
CBIZ BENEFITS & INSURANCE SERVICES of CLEVELAND, OH is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.
One of 30 offices of CBIZ BENEFITS & INSURANCE SERVICES.
12 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 12 insured contracts for 12 employers, across 6 states, led by GA, NV, TN.
Dental is the largest line (2 contracts), followed by vision (1), life (1), disability (1).
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (7, about 58%); NATIONAL GUARDIAN LIFE INSURANCE COMPANY, PREMIER ACCESS INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 40% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 2 · vision 1 · life 1 · disability 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 |
|---|---|---|---|
| SOUTHEAST FINANCIAL CREDIT UNION | FRANKLIN, TN | SYMETRA LIFE INSURANCE COMPANY | Sep 1FY2025 |
| F9 OPERATIONS INC. | LAWRENCEBURG, TN | WELLFLEET INSURANCE COMPANY | Jan 1FY2025 |
| FOLIOT FURNITURE PACIFIC INC. | LAS VEGAS, NV | PREMIER ACCESS INSURANCE COMPANY | Dec 1FY2024 |
| RSDS VALUATIONS LLC | OVERLAND PARK, KS | UNITED OF OMAHA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| OXFORD CONSTRUCTION COMPANY | ALBANY, GA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
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 2024–2025 on this page)
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