Plan Ledger DOL Form 5500 · updated monthly

CBIZbroker

Benefits brokerage · plan year 2024 · page 3

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
Growthzone LLC MN$51,084
Adesis, Inc. DE$50,801
U.S. Cotton LLC NC$46,058
Soltesz, Inc. MD$42,395
Cnb Bank, Inc. WV$40,222
Aqua-Chem, Inc. TN$40,064
Steffes LLC ND$39,567
Ppep Inc AZ$29,140
Pacific Biolabs CA$28,761
Polara Health AZ$25,966
Walbro LLC MI$25,494

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