Providers › CBIZ Benefits & Insurance Services

CBIZ Benefits & Insurance Services

Service provider, as named on Schedule C
EIN 311582098
Plan year 2024
Direct compensation reported $822,486

Plans listing this provider

0.12% of the 56,420 plans with Schedule H financials; 61 in 2023

Assets of those plans

$4,560,705,066

0.06% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$822,486

82% 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	24
99	Other fees	19
13	Contract administrator	14
50	Direct payment from the plan	13
16	Consulting (general)	10
15	Recordkeeping and information management	9
27	Investment advisory (plan)	6
37	Participant loan processing	6

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
International Union of Operating Engineers Local 4 Annuity	Board of Trustees I.U.O.E. Local 4 Annuity Fund	$724,625,232	6,298	$7,687
The Animation Guild 401(k) Plan	Animation Guild Local 839	$658,715,485	4,791	$16,514
Kennametal Thrift Plus Plan	Kennametal	$594,525,014	4,413	$19,380
American Consolidated Natural Resources, Inc. Savings and Security Planrecordkeeper	American Consolidated Natural Resources	$266,813,239	1,651	$73,083
Brownstein Hyatt Farber Schreck Retirement Planrecordkeeper	Brownstein Hyatt Farber Schreck	$247,809,791	863	$15,021
Advanced Radiology Services, P. C. 401(k) Profit-sharing Plan	Advanced Radiology Services	$192,089,292	466	$25,224
Spirax Sarco, Inc. 401(k) Plan	Spirax Sarco	$150,669,292	1,654	$60,000
UFCW Local 1776 & Participating Employers Retirement and Savings Plan	UFCW Local 1776 & Participating Employer Retirement and Savings Plan	$99,453,068	10,026	$28,375
Ehealth Insurance Services, Inc. 401(k) Plan	Ehealth Insurance Services	$93,874,706	2,310	$11,500
Sutton Bank Employee Stock Ownership & 401(k) Plan	Sutton Bank	$89,708,889	236	$0
Wheeler Trigg O'donnell LLP 401(k) Profit-sharing Plan	Wheeler Trigg O'donnell	$89,596,133	338	$20,434
Robert A.M. Stern Architects 401(k) Profit Sharing Plan	Robert A.M. Stern Architects	$77,507,274	461	$6,500
Perpetual Capital 401(k) Plan	Perpetual Capital Management Services	$76,731,826	4,209	$27,250
Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust	Ohio Anesthesia Group	$62,078,015	130	$11,394
Frontier Technology, Inc. 401(k) Plan	Frontier Technology	$61,958,870	549	$21,900
Elkem Silicones USA Corp. 401(k) Profit Sharing Plan	Elkem Silicones USA	$61,480,785	315	$9,908
Magnifi Financial 401(k) Plan & Trust	Magnifi Financial Credit Union	$57,664,850	466	$35,304
Ryan Retirement Plan and Trust	Ryan Swanson & Cleveland	$56,614,533	137	$14,000
Inmarsat 401(k) Retirement Savings Plan	Inmarsat	$51,709,258	208	$18,807
Covius 401(k) Planrecordkeeper	LL Services Parent	$49,326,501	1,198	$15,110
ITV US Holdings, Inc. 401(k) Plan & Trust	ITV US Holdings	$49,256,650	1,697	$22,152
Tavistock 401(k) Plan	Tavistock	$42,950,345	896	$10,068
Seven Seventeen Credit Union, Inc. 401(k) Savings Plan for Salaried Employees	Seven Seventeen Credit Union	$39,727,601	152	$5,888
Catholic Charities of Santa Clara County 401(k) Plan	Catholic Charities of Santa Clara County	$38,822,394	914	$41,524
Blach Construction Company Retirement Plan	Blach Construction	$38,804,360	151	$24,545

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.