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Form 5500 · Employee benefit plan · SLC, UT

CBIZ INSURANCE TRUST

CBIZ INSURANCE TRUST of SLC, UT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through AETNA LIFE INSURANCE COMPANY and 17 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
CBIZ BENEFITS & INSURANCE SERVICES
Insurance carrier
AETNA LIFE INSURANCE COMPANY
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-7102970 · plan 501 · as of Aug 2026

Participants
1,402
Carriers on file
18
Disclosed commissions
$145,612
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
AETNA LIFE INSURANCE COMPANYHealth198September$402,389$68,406
AETNA LIFE INSURANCE COMPANYHealth61December$643,532$32,619
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth—July$83,990$9,714
HARTFORD LIFE AND ACCIDENT—379December—$8,775
KAISER FOUNDATION HEALTH PLAN, INC.Health, Dental—September$210,921$6,893
THE HARTFORDLife, Disability—December$111,036$5,510
LIFE INSURANCE COMPANY OF NORTH AMERICA——November$24,732$2,473
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.—7November$23,866$2,387
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability40November$22,594$2,365
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth34November$319,852$2,074
TRANSAMERICA LIFE INSURANCE COMPANYLife198September$15,989$1,600
LIFE INSURANCE COMPANY OF NORTH AMERICADisability—November$13,468$1,347
METROPOLITAN LIFE INSURANCE COMPANY—23August—$638
LIFE INSURANCE COMPANY OF NORTH AMERICA——November$6,353$635
LIFE INSURANCE COMPANY OF NORTH AMERICA——November$1,765$176
CIGNA HEALTH & LIFE INSURANCE CO.Dental, Vision—December$55,823$0
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life, Disability—September$375,570$0
TRANSAMERICA LIFE INSURANCE COMPANYHealth—December—$0

Questions

Who is CBIZ INSURANCE TRUST's benefits broker?

Per its most recent Form 5500 Schedule A, CBIZ INSURANCE TRUST's broker of record is CBIZ BENEFITS & INSURANCE SERVICES.

What insurance carrier does CBIZ INSURANCE TRUST use?

CBIZ INSURANCE TRUST's benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 18 disclosed carriers.

When does CBIZ INSURANCE TRUST's group plan renew?

The most recent Schedule A policy period for CBIZ INSURANCE TRUST ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CBIZ INSURANCE TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.