Plan Ledger DOL Form 5500 · updated monthly

CBIZbroker

Benefits brokerage · plan year 2024 · page 2

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
Outerstuff, LLC NJ$98,904
Tsvc, Inc. KS$97,647
Ability Kc MO$85,610
Aliri USA, Inc. CO$77,514
Tclad, Inc WI$75,000
Hit, Inc. ND$71,825
Aero FL$70,063
Simpleview, LLC AZ$65,914
Humanim, Inc. MD$65,367
Rpcs, Inc. MO$63,165
Onecoast, LLC GA$62,182
Grammer Inc. MI$60,976
Vandevere, Inc. OH$59,402
Chromadex, Inc. CA$59,310
Crb Group, Inc. MO$52,694
Cbiz, Inc. OH$52,240
Familyforward MO$51,569

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