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Benefits Intelligence/Broker Directory/Ohio

Cbiz Benefits & Ins Services Inc-Mo

Cincinnati, OH

Cbiz Benefits & Ins Services Inc-Mo of Cincinnati, OH is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 3 states, with $285,764 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$285,764
plan year 2025
Reported fees
$21,707

Quick answer

Cbiz Benefits & Ins Services Inc-Mo (Cincinnati, OH) is the broker of record for 4 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cbiz Benefits & Ins Services Inc-Mo have?
Cbiz Benefits & Ins Services Inc-Mo is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 3 states.
Who are Cbiz Benefits & Ins Services Inc-Mo's largest employer clients?
By plan participants, the largest include Helmsley Enterprises, Inc. (122 participants), Childrens Defense Fund (78 participants) and Life Property Management LLC (18 participants).
How much does Cbiz Benefits & Ins Services Inc-Mo earn in commissions?
Insurers reported $285,764 in broker commissions and $21,707 in fees paid to Cbiz Benefits & Ins Services Inc-Mo for plan year 2025, per Schedule A Part 1.
Where is Cbiz Benefits & Ins Services Inc-Mo located?
Cbiz Benefits & Ins Services Inc-Mo is based in Cincinnati, OH and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Cbiz Benefits & Ins Services Inc-Mo 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
Helmsley Enterprises, Inc.NY1222025-12-31
Childrens Defense FundDC782024-12-31
Life Property Management LLCNY182024-12-31
1 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.