Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › CBIZ Benefits & Insurance Services
CBIZ Benefits & Insurance Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $132,968
Assets of those plans
$295,948,646
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$132,968
62% 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 | 5 |
| 99 | Other fees | 4 |
| 13 | Contract administrator | 3 |
| 10 | Accounting (including auditing) | 1 |
| 14 | Plan administrator | 1 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| RMF Engineering, Inc. 401(k) Plan | RMF Engineering | $67,988,540 | 347 | $10,925 |
| First United Corporation 401(k) Profit Sharing Plan | First United | $43,277,610 | 461 | $29,684 |
| Lewis Brothers Bakeries, Inc. Savings Plan | Lewis Brothers Bakeries | $28,702,099 | 273 | $0 |
| Mele Associates, Inc. 401(k) Profit Sharing Planrecordkeeper | Mele Associates | $26,564,268 | 243 | $640 |
| C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan | C. J. Coakley | $25,349,817 | 459 | $46,989 |
| AC&T Company, Inc. 401(k) Profit Sharing Plan | AC&T | $23,706,979 | 422 | $12,174 |
| Ludvik Electric Co. 401(k) Plan | Ludvik Electric | $22,685,782 | 463 | $23,826 |
| Martin-baker America, Inc. 401(k) Profit Sharing Plan | Martin-baker America | $14,170,206 | 183 | $0 |
| Tiya 401(k) Plan | Tiya Services | $12,863,086 | 354 | $0 |
| Stewart Stainless Supply, Inc. 401(k) Profit Sharing Plan | Stewart Stainless Supply | $12,372,230 | 124 | $7,230 |
| Martin Oil Company 401(k) Plan | Martin Oil | $6,689,171 | 128 | $1,500 |
| Gentlebrook 401(k) Retirement Savings Plan | Gentlebrook | $6,214,258 | 197 | not reported |
| Tclad Inc. 401(k) Plan | Tclad | $5,364,600 | 210 | $0 |
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.