CBIZbroker

Benefits brokerage · plan year 2024 · page 4

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
won Tumi, Inc.
won Vandevere, Inc.
won Zoe Holding Company
won Arc Services a, LLC
won Bridgewater College
won Foley Entertainment Group, LLC
lost The National Association of Manufacturers
lost Summit Healthcare Association
lost Rh&A, LLC
lost Catamount Constructors, Inc.
lost Synergy HR, LLC
lost Valued Relationships, Inc.
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
The Nelson Gallery Foundation MO$25,032
Sci Engineering, Inc. MO$24,757
Newsmax Media, Inc. FL$24,583
Tribal Manufacturing, Inc. MI$24,487
Natixis North America LLC NY$24,430
Enable Inc. ND$24,270
Rural Medical Services, Inc. TN$23,811
Cemstone Products Company MN$23,673
Childrens Defense Fund DC$23,633
Roosevelt Paper Company NJ$23,374
Roosevelt Paper Company NJ$23,277
Horizon Health and Wellness, Inc AZ$22,831
Easter Seals Goodwill Nd Inc ND$22,631
Association of Community Service Agents, Inc. CT$22,606
Bally Ribbon Mills Inc PA$22,604
Omega Technical Services TN$21,911
Freedom Plaza Operating Group, LLC AZ$21,816
U.S. Engineering Company Holdings MO$21,561
Rohde & Schwarz USA, Inc. MD$21,538
Research Management Consultants Inc VA$21,536
The Buckeye Ranch OH$21,407
Zoe Holding Company AZ$21,325
Lightstone Group, LLC NJ$21,158
Sandberg Phoenix & von Gontard P.C. MO$21,131
Capital Properties Services, LLC NY$20,684
Questco Holdings, Inc. TX$20,632
Fisk University TN$20,591
Berks New Homes, LLC PA$20,384
Scholarship America, Inc. MN$20,073
Ewing Marion Kauffman School MO$20,054
Centrastate Healthcare System NJ$19,995
Frank Recruitment Group FL$19,916
American Associated Pharmacies AL$19,744
Kelly and Picerne, Inc. RI$19,726
Maryland Institute College of Art MD$19,512
4PATRIOTS, LLC TN$19,123
Calloway Oil Company & E-Z Stop Foodmarts, Inc. TN$19,068
Little River Casino Resort MI$19,058
Walsh University, Inc. OH$18,735
Heritage Academy AZ$18,628
Udc, Inc. NJ$18,581
Korg USA, Inc. NY$18,523
American Speech-Language-Hearing Association MD$18,503
Client Services, Inc MO$18,268
Stark & Stark a Professional Corporation NJ$17,985
Growthzone LLC MN$17,941
Chase Brexton Health Services, Inc. MD$17,901
America's HR Department Employees Only III, Inc. MI$17,806
FedEx Supply Chain PA$17,484
Consolidated Graphics Group, Inc. OH$17,248
Brungardt Honomichl & Company, P.A. KS$17,230
Edkey, Inc. AZ$17,061
Cambria County Association for the Blind and Handicapped PA$17,059
Jhs Holdings LLC TN$16,934
T47 International, Inc. MD$16,651
National Parks Conservation Association DC$16,539
Daniel G. Schuster, LLC MD$16,504
Tclad, Inc WI$16,454
Frontier Service Partners, Inc. IN$15,996
Nexus Family Healing MN$15,423
Leonardo Electronics US Inc. AZ$15,290
Accelerate Diagnostics, Inc. AZ$15,290
Edward L. Baker Enterprises, Inc. MO$15,078
Milligan University TN$15,019
Coles Energy, Inc. OH$14,895
Bbmk Contracting, LLC FL$14,818
American Consolidated Natural Resources, Inc. OH$14,660
United Way of Metropolitan Nashville, Inc. TN$14,288
Lupient Enterprises MN$14,174
Lifestyle Support Services, Inc PA$14,068
Smelter Service Corp TN$13,923
G.W. van Keppel Company KS$13,810
Lab Crafters, Inc. NY$13,639
Arrow Tank & Engineering Company, Inc. MN$13,248
Coe & van Loo Consultants, Inc. AZ$13,248
Swift Enterprises, LLC TN$13,069
Vhsnj at Home, LLC NJ$12,988
Crocs, Inc. CO$12,653
Crb Group, Inc. MO$12,585
C and J Clark America Incorporated MA$12,482
Crave Hospitality, LLC MN$12,377
Somerset Trust Company PA$12,333
United Educators Management Company MD$12,145
Quadrant Health Group FL$11,969
Ballinger Company PA$11,847
Lake Erie College OH$11,760
Gallagher & Kennedy, P.A. AZ$11,588
Hood College MD$11,411
Keystone Surveying & Mapping, Inc. PA$10,923
Crb Group, Inc. MO$10,866
Ewing Marion Kauffman Foundation MO$10,860
Medic, Inc. TN$10,771
Marcus Jewish Community Center of Atlanta, Inc. GA$10,611
Primma, LLC NY$10,473
Bil-Jac Foods Inc. OH$10,461
Rockefeller Brothers Fund NY$10,422
Global Industries, Inc. NJ$10,343
Allegheny Christian Ministries PA$10,261
Physicians Practice Enhancement LLC NJ$10,198
Beaumont Retirement Services Inc. PA$10,177

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