Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › CBIZ Benefits and Insurance Service
CBIZ Benefits and Insurance Service
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $14,751
Assets of those plans
$249,033,725
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$14,751
8% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 49 | Other services | 13 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Orlando Orthopaedic Center M.D. P.A. 401(k) Profit Sharing Plan | Orlando Orthopaedic Center M.D. | $52,951,503 | 385 | $0 |
| Somerset Trust Company 401(k) Profit Sharing Plan | Somerset Trust | $42,059,590 | 471 | $0 |
| Crisis Prevention Institute, Inc. Retirement Plan Group Trust | Crisis Prevention Institute | $32,522,708 | 378 | $0 |
| Rowmark, LLC Retirement Plan | Rowmark | $20,739,330 | 305 | $0 |
| SHL Pharma 401(k) | SHL Pharma | $15,887,684 | 241 | $0 |
| Rescue Agency Public Benefit, LLC 401(k) Plan | Rescue Agency Public Benefit | $13,092,905 | 275 | $0 |
| Bachman Machine Company 401(k) Profit Sharing Plan | Bachman Machine | $12,973,163 | 73 | $0 |
| AUI, Inc. 401(k) Profit Sharing Plan | AUI | $12,409,230 | 324 | $0 |
| CNB Bank, Inc. 401(k) Profit Sharing Plan | CNB Bank | $11,231,794 | 139 | $0 |
| Lew A. Cummings Co., Inc. 401(k) Profit Sharing Plan and Trust | Lew A. Cummings | $10,155,450 | 85 | $0 |
| Oxford Healthcare Management, Inc. 401(k) Retirement Savings Plan | Oxford Healthcare Management | $9,972,495 | 392 | $0 |
| RKI, Inc. Employees' Profit Sharing & 401(k) Plan | RKI | $9,402,946 | 80 | $0 |
| Aliri USA Inc. Retirement Plan | Aliri USA | $5,634,927 | 160 | $14,751 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.