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Benefits Intelligence/Broker Directory/Ohio

Cbiz Benefits & Insurance Service

Cincinnati, OH

Cbiz Benefits & Insurance Service of Cincinnati, OH is the broker of record on 55 Form 5500 Schedule A filings covering 34 employer benefit plans across 13 states, with $977,655 in reported broker commissions (plan year 2025).

Employer clients
34
distinct plan sponsors
Schedule A filings
55
States served
13
Reported commissions
$977,655
plan year 2025
Reported fees
$292,513

Quick answer

Cbiz Benefits & Insurance Service (Cincinnati, OH) is the broker of record for 34 employer benefit plan sponsors on 55 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cbiz Benefits & Insurance Service have?
Cbiz Benefits & Insurance Service is named as broker on Form 5500 Schedule A filings for 34 distinct plan sponsors in 13 states.
Who are Cbiz Benefits & Insurance Service's largest employer clients?
By plan participants, the largest include Cadence Education, Inc. (7,352 participants), Restaurant Growth Services, LLC (865 participants) and Gunster, Yoakley & Stewart, P.A. (553 participants).
How much does Cbiz Benefits & Insurance Service earn in commissions?
Insurers reported $977,655 in broker commissions and $292,513 in fees paid to Cbiz Benefits & Insurance Service for plan year 2025, per Schedule A Part 1.
Where is Cbiz Benefits & Insurance Service located?
Cbiz Benefits & Insurance Service is based in Cincinnati, OH and has employer clients in 13 states.
How does Cbiz Benefits & Insurance Service rank among benefits brokers in Ohio?
Cbiz Benefits & Insurance Service ranks #36 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 & Insurance Service 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
Cadence Education, Inc.AZ7,3522025-12-31
Restaurant Growth Services, LLCTN8652025-12-31
Gunster, Yoakley & Stewart, P.A.FL5532024-12-31
31 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.