Fundz
Fundz
Benefits Intelligence/Broker Directory/Ohio

Cbiz Benefits & Insurance Services

Cincinnati, OH

Cbiz Benefits & Insurance Services of Cincinnati, OH is the broker of record on 687 Form 5500 Schedule A filings covering 419 employer benefit plans across 40 states, with $25,585,689 in reported broker commissions (plan year 2025).

Employer clients
419
distinct plan sponsors
Schedule A filings
687
States served
40
Reported commissions
$25,585,689
plan year 2025
Reported fees
$8,627,371

Quick answer

Cbiz Benefits & Insurance Services (Cincinnati, OH) is the broker of record for 419 employer benefit plan sponsors on 687 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Cbiz Benefits & Insurance Services have?
Cbiz Benefits & Insurance Services is named as broker on Form 5500 Schedule A filings for 419 distinct plan sponsors in 40 states.
Who are Cbiz Benefits & Insurance Services's largest employer clients?
By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants), Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants) and Intermountain Health Care, Inc. (22,280 participants).
How much does Cbiz Benefits & Insurance Services earn in commissions?
Insurers reported $25.6 million in broker commissions and $8.6 million in fees paid to Cbiz Benefits & Insurance Services for plan year 2025, per Schedule A Part 1.
Where is Cbiz Benefits & Insurance Services located?
Cbiz Benefits & Insurance Services is based in Cincinnati, OH and has employer clients in 40 states.
How does Cbiz Benefits & Insurance Services rank among benefits brokers in Ohio?
Cbiz Benefits & Insurance Services ranks #2 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 Services 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
Association Of Community Service Agents, Inc.CT54,0872025-12-31
Acec Life/Health Insurance Trust Benefit ConsortiumTX35,9402024-12-31
Intermountain Health Care, Inc.UT22,2802025-12-31
416 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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Other benefits brokers in Ohio

  • Hylant Group, Inc.: 489 employer clients, $34,763,380 reported commissions (Toledo)
  • 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)
  • Cbiz Benefits And Ins Services Inc.: 160 employer clients, $9,486,606 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.