CBIZ
Consulting, Employee Benefits, Financial Services
CBIZ, Inc. is a leading provider of financial, insurance, and advisory services to businesses throughout the United States. Financial services include accounting, tax, government health care consulting, transaction advisory, risk advisory, and valuation services. Insurance services include employee benefits consulting, retirement plan consulting, property and casualty insurance, payroll, and human
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Key facts
- Employees
- Unknown
- Industries
- Consulting, Employee Benefits, Financial Services
- Status
- Public (CBZ)
- Website
- cbiz.io
- Company page
Recent activity at CBIZ
- : SEC 8-K (7.01):
- : SEC 8-K (8.01): On July 28, 2026, CBIZ, Inc. announced a voluntary rescission offer concerning up to 481,049 shares of common stock inadvertently purchased in excess under its 2007 Employee Stock Purchase Plan (ESPP). This offer extends to current and former Eligible Participants who acquired these shares from October 16, 2023 to April 15, 2026. Eligible Participants can either sell back their shares to the Company at a 15% discount to their purchase price or, if they sold their shares for a loss, be compensated for the difference. The total potential outlay for the Company could reach approximately $20.2 million, including estimated statutory interest, contingent upon Eligible Participants' decisions. The Company asserts that this issue will not materially impact its financial health, as previously issued financial statements remain accurate according to GAAP standards.
- : SEC 8-K (5.02): On July 28, 2026, CBIZ, Inc. adopted the Change in Control Severance Plan, which provides severance benefits to eligible employees, including named executive officers (NEOs), in the event of termination of employment during a change in control of the Company. The severance payments include a multiple of the participant's annual compensation and other benefits, contingent upon execution of a release of claims. Additionally, the Board established a transaction bonus program and a retention program for eligible employees, entailing significant bonuses tied to the consummation of a change in control, with specific amounts outlined for NEOs, such as $1,302,000 for Jerome P. Grisko, Jr. These decisions are strategic in maintaining leadership stability during the transition associated with the imminent merger.
Employee benefit plans
CBIZ files 6 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
About CBIZ: questions and answers
What does CBIZ do?
CBIZ, Inc. is a leading provider of financial, insurance, and advisory services to businesses throughout the United States. Financial services include accounting, tax, government health care consulting, transaction advisory, risk advisory, and valuation services. Insurance services include employee benefits consulting, retirement plan consulting, property and casualty insurance, payroll, and human
What is the latest news on CBIZ?
On Oct 19, 2026, SEC 8-K (7.01):
Is CBIZ a public company?
Yes. CBIZ is publicly traded under the ticker CBZ.
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy