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Benefits brokerage · 3 offices

CBIZ BENEFITS & INSURANCE SERVICE

CBIZ BENEFITS & INSURANCE SERVICE is named as the broker of record on 32 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
32
Carriers
14

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.

CityStateContracts
CINCINNATIOH26
KANSAS CITYMO5
PLYMOUTH MEETINGPA1

Book profile

CBIZ BENEFITS & INSURANCE SERVICE brokers 32 insured contracts for 20 employers, across 8 states, led by NJ, PA, NY.

Vision is the largest line (9 contracts), followed by health (7), dental (7), disability (7).

HORIZON HEALTHCARE SERVICES, INC. writes the most contracts in the book (6, about 19%); VISION SERVICE PLAN, HORIZON INSURANCE COMPANY, USABLE LIFE follow.

Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

vision 9 · health 7 · dental 7 · disability 7 · life 5

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
STAVOLA MANAGEMENT CO., INC.TINTON FALLS, NJCINCINNATI, OHHORIZON HEALTHCARE SERVICES, INC.Jan 1FY2024
A. J. JERSEY, INCSOUTH PLAINFIELD, NJCINCINNATI, OHHORIZON HEALTHCARE SERVICES, INC.Jan 1FY2025
SIMPLIFY COMPLIANCE, LLCBRENTWOOD, TNCINCINNATI, OHCIGNA HEALTH AND LIFE INSURANCE COMPANYJan 1FY2025
A. J. JERSEY, INCSOUTH PLAINFIELD, NJCINCINNATI, OHHORIZON HEALTHCARE SERVICES, INC.Jan 1FY2024
ELECTRONIC CONCEPTS, INC.EATONTOWN, NJCINCINNATI, OHHORIZON HEALTHCARE SERVICES, INC.Sep 1FY2025
Subscriber access
15

more employers in CBIZ BENEFITS & INSURANCE SERVICE'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)