Plan Ledger DOL Form 5500 · updated monthly

CBIZbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$35.7M

CBIZ was paid $35,676,438 in commissions and fees across 590 employer benefit plans in 2024, as reported on Schedule A ($7,284,227 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 93 client planslost 120

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024590
V2X Inc. CO$941,238
Ross Ies MI$489,748
Racetrac, Inc. GA$406,073
Inspiritec, Inc. PA$358,920
Tumi, Inc. NJ$315,353
Transdigm, Inc. OH$310,044
Polsinelli MO$296,597
Tumi, Inc. NJ$294,000
Tumi, Inc. NJ$291,320
Ert, Inc. MD$262,153
Stinson LLP MO$256,853
Aam, LLC AZ$226,973
Shl Pharma LLC FL$225,267
Tumi, Inc. NJ$212,201
Spencer Fane LLP MO$198,696
Big Lots, Inc. OH$187,704
Cp Group FL$180,350
Havis, Inc. PA$173,594
Fxi, Inc. PA$172,479
Urban Dove Inc. NY$148,510
Tumi, Inc. NJ$126,012
Compqsoft, Inc. VA$123,280
Life Time, Inc. MN$118,706
Dd Traders, Inc. KS$116,331
Binks US, LLC MN$113,469
Big D Companies TX$102,784

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the CBIZ brand.