Benefits brokerage · 6 offices
CBIZ BENEFIT & INSURANCE SERVICES
CBIZ BENEFIT & INSURANCE SERVICES is named as the broker of record on 38 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| CINCINNATI | OH | 19 |
| KANSAS CITY | MO | 15 |
| LEAWOOD | KS | 1 |
| MAITLAND | FL | 1 |
| MINNEAPOLIS | MN | 1 |
| NAPERVILLE | IL | 1 |
Book profile
CBIZ BENEFIT & INSURANCE SERVICES brokers 38 insured contracts for 20 employers, across 11 states, led by LA, MO, IL.
Life is the largest line (15 contracts), followed by disability (13), vision (6), dental (3).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 21%); METROPOLITAN LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY follow.
Renewals concentrate on January 1: 92% 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.
life 15 · disability 13 · vision 6 · dental 3 · health 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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- F
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| TRUMAN MEDICAL CENTER INCORPORATED | KANSAS CITY, MO | KANSAS CITY, MO | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2025 |
| UNIVERSITY HEALTH PHYSICIANS | KANSAS CITY, MO | KANSAS CITY, MO | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| AVANTE HEALTH SOLUTIONS | CHICAGO, IL | NAPERVILLE, IL | KAISER FOUNDATION HEALTH PLAN, INC. | Jan 1FY2024 |
| RUMMEL CONSTRUCTION, INC. | SCOTTSDALE, AZ | KANSAS CITY, MO | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2023 |
| E. C. BARTON AND COMPANY | JONESBORO, AR | CINCINNATI, OH | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in CBIZ BENEFIT & INSURANCE SERVICES's book
See the full client list across every office, 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)