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 14 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-7102970 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 159 | December | $80,117 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health, Dental | 117 | December | $28,219 |
| METLIFE | — | 1,009 | September | $23,541 |
| HARTFORD LIFE AND ACCIDENT | — | 1,266 | December | $16,466 |
| CIGNA HEALTH & LIFE INSURANCE CO. | Dental, Vision | 116 | December | $7,973 |
| UNITED HEALTHCARE | Health | 32 | September | $4,650 |
| AETNA LIFE INSURANCE COMPANY | Dental | 149 | August | $3,198 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 57 | August | $1,950 |
| LIFE INSURANCE COMPANY FO NORTH AMERICA | Life | 54 | August | $1,883 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 35 | August | $956 |
| VSP VISION CARE | Vision | 53 | August | $702 |
| TRANSAMERICA LIFE INSURANCE COMPANY | Health | 159 | December | $651 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 31 | August | $174 |
| THE HARTFORD | — | 171 | December | $0 |
| BLUE CROSS & BLUE SHIELD OF ALABAMA | Health | 107 | August | $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 15 disclosed carriers.
When does CBIZ INSURANCE TRUST's group plan renew?
The most recent Schedule A policy period for CBIZ INSURANCE TRUST ended in December. 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.