Fundz
Fundz
Benefits Intelligence/Broker Directory/Ohio

Cbiz Benefits And Ins Services Inc.

Cincinnati, OH

Cbiz Benefits And Ins Services Inc. of Cincinnati, OH is the broker of record on 253 Form 5500 Schedule A filings covering 160 employer benefit plans across 29 states, with $9,486,861 in reported broker commissions (plan year 2025).

Employer clients
160
distinct plan sponsors
Schedule A filings
253
States served
29
Reported commissions
$9,486,861
plan year 2025
Reported fees
$2,228,586

Quick answer

Cbiz Benefits And Ins Services Inc. (Cincinnati, OH) is the broker of record for 160 employer benefit plan sponsors on 253 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cbiz Benefits And Ins Services Inc. have?
Cbiz Benefits And Ins Services Inc. is named as broker on Form 5500 Schedule A filings for 160 distinct plan sponsors in 29 states.
Who are Cbiz Benefits And Ins Services Inc.'s largest employer clients?
By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,697 participants), Pennsylvania Automotive Association (18,529 participants) and V2x Inc. (15,475 participants).
How much does Cbiz Benefits And Ins Services Inc. earn in commissions?
Insurers reported $9.5 million in broker commissions and $2.2 million in fees paid to Cbiz Benefits And Ins Services Inc. for plan year 2025, per Schedule A Part 1.
Where is Cbiz Benefits And Ins Services Inc. located?
Cbiz Benefits And Ins Services Inc. is based in Cincinnati, OH and has employer clients in 29 states.
How does Cbiz Benefits And Ins Services Inc. rank among benefits brokers in Ohio?
Cbiz Benefits And Ins Services Inc. ranks #9 by employer clients among the 50 most active benefits brokers based in Ohio.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cbiz Benefits And Ins Services Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,6972025-12-31
Pennsylvania Automotive AssociationPA18,5292025-12-31
V2x Inc.CO15,4752025-12-31
157 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Ohio

  • Hylant Group, Inc.: 489 employer clients, $34,763,380 reported commissions (Toledo)
  • Cbiz Benefits & Insurance Services: 419 employer clients, $25,583,207 reported commissions (Cincinnati)
  • National Benefit Center: 416 employer clients, $6,485 reported commissions (Beachwood)
  • The James B Oswald Company: 224 employer clients, $11,726,154 reported commissions (Cleveland)
  • James B. Oswald Company: 214 employer clients, $12,523,773 reported commissions (Cleveland)
  • Mcgohan Brabender, Inc.: 218 employer clients, $13,156,997 reported commissions (Dayton)
  • Hub Heartland LLC: 204 employer clients, $7,624,498 reported commissions (Cincinnati)
  • Bene Re LLC: 152 employer clients, $87,968 reported commissions (Toledo)

All brokers in Ohio →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.