Benefits brokerage · 6 offices
CBIZ BENEFITS AND INSURANCE
CBIZ BENEFITS AND INSURANCE is named as the broker of record on 8 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 |
|---|---|---|
| LEAWOOD | KS | 3 |
| No city on file | — | 1 |
| BRENTWOOD | TN | 1 |
| CINCINNATI | OH | 1 |
| KANSAS CITY | MO | 1 |
| NORTH CANTON | OH | 1 |
Book profile
CBIZ BENEFITS AND INSURANCE brokers 8 insured contracts for 6 employers, across 5 states, led by OH, AZ, CA.
Life is the largest line (4 contracts), followed by health (1), disability (1).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 38%); PRINCIPAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF HAWAII follow.
Renewals concentrate on January 1: 83% 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 4 · health 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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| TECH SYSTEMS, INC. | TYSONS, VA | No city on file | KAISER FOUNDATION HEALTH PLAN OF HAWAII | Jan 1FY2023 |
| SOLTESZ, INC. | ROCKVILLE, MD | CINCINNATI, OH | PRINCIPAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ACCELERATE DIAGNOSTICS, INC. | TUCSON, AZ | BRENTWOOD, TN | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Sep 1FY2025 |
| CRIMSON OAK GROVE RESOURCES, LLC | ST. CLAIRSVILLE, OH | LEAWOOD, KS | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| CRIMSON OAK GROVE RESOURCES, LLC | ST. CLAIRSVILLE, OH | LEAWOOD, KS | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in CBIZ BENEFITS AND INSURANCE'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)