Benefits brokerage · 10 offices
CBIZ BENEFITS & INS SERVICES INC
CBIZ BENEFITS & INS SERVICES INC is named as the broker of record on 168 insurance contracts across its 10 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 | 123 |
| KANSAS CITY | MO | 27 |
| No city on file | — | 8 |
| LEAWOOD | KS | 6 |
| SAINT LOUIS | MO | 4 |
| INDEPENDENCE | OH | 1 |
| JOHNSTOWN | PA | 1 |
| KNOXVILLE | TN | 1 |
| MAITLAND | FL | 1 |
| ST LOUIS | MO | 1 |
Book profile
CBIZ BENEFITS & INS SERVICES INC brokers 168 insured contracts for 101 employers, across 26 states, led by OH, AZ, FL.
Life is the largest line (72 contracts), followed by disability (55), dental (53), health (48).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (60, about 36%); UNITEDHEALTHCARE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, PRINCIPAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 55% 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 72 · disability 55 · dental 53 · health 48 · vision 34 · stop-loss 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
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUM | THE WOODLANDS, TX | CINCINNATI, OH | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TR | CHICAGO, IL | CINCINNATI, OH | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| PENNSYLVANIA AUTOMOTIVE ASSOCIATION | HARRISBURG, PA | KANSAS CITY, MO | AMERICAN FIDELITY ASSURANCE COMPANY | Jan 1FY2025 |
| EXTENSIS GROUP, LLC | ISELIN, NJ | No city on file | METROPOLITAN LIFE INSURANCE COMPANY | Nov 1FY2025 |
| ROCKEFELLER PHILANTHROPY ADVISORS, INC. | NEW YORK, NY | CINCINNATI, OH | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in CBIZ BENEFITS & INS SERVICES INC'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 2024–2025 on this page)