CBIZbroker

Benefits brokerage · plan year 2024 · page 5

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
Susquehanna University PA$10,166
Datanet IT CA$9,948
Carithers Wallace Courtenay GA$9,737
Olathe Community Clinic, Inc. dba River Valley Family Health Centers CO$9,501
Southeast Financial Credit Union TN$9,444
Thistle Farms TN$9,331
Pratt Street Hc Management, Inc. MD$9,258
T47 International, Inc. MD$9,011
Atlantic Container Line (USA) LLC NJ$8,858
Midamerica Real Estate Corporation IL$8,821
The Education Trust DC$8,667
Finnegan, Henderson, Farabow, Garrett & Dunner, LLP DC$8,532
Parasole Restaurant Holdings, Inc. MN$8,480
Ac & T Company, Inc. MD$8,462
Central Service Association MS$8,448
Killdeer Mountain Manufacturing Inc ND$8,425
Hillmann Consulting, LLC NJ$8,239
Henry Broch & Co. IL$8,159
The Kennedy Group Inc OH$7,982
Warners Stellian Co., Inc. MN$7,861
Dakota Community Bank & Trust ND$7,855
Children's Clinics for Rehabilitative Services AZ$7,671
Trico Electric Cooperative Inc AZ$7,635
Concordia College MN$7,627
A. J. Jersey, Inc NJ$7,541
Borderland Construction Co. Inc. AZ$7,533
Rsds Valuations LLC KS$7,469
American Associated Pharmacies AL$7,417
King University TN$7,363
Society for Worldwide Interbank Financial Telecommunication, Inc. VA$7,292
Allegiant Manufacturing, LLC TN$7,089
Systems Planning and Analysis, Inc. VA$7,071
Spectrum Healthcare Group, Inc. AZ$7,040
Daiwa Corporate Advisory LLC DC$7,038
The Copper Cellar Corporation TN$6,899
Midwest AG Energy ND$6,837
Ctr Management, Inc. MD$6,770
University of Mount Union OH$6,728
Ljs Partners LLC KY$6,666
Pohanka Oldsmobile Gmc Truck Inc MD$6,612
Keystone Surveying & Mapping, Inc. PA$6,581
Resilient Health Inc AZ$6,522
Purefield Ingredients, LLC KS$6,463
Code Consultants Inc. MO$6,374
Gtreasury Ss, LLC IL$6,374
Journey Personal Care Corp., dba Attindas NC$6,216
King University TN$6,199
Hillmann Consulting, LLC NJ$6,087
Am Retail Group, Inc. MN$6,081
Ywca Golden Gate Silicon Valley CA$6,037
Monmouth Cardiology Associates, LLC NJ$6,035
Greater Las Vegas Chamber of Commerce NV$6,002
Motors Management, Inc. NJ$5,866
Warners Stellian Co., Inc. MN$5,862
IT Works Marketing, Inc. FL$5,763
Precision Shooting Equipment LLC AZ$5,701
Precision Shooting Equipment, Inc. AZ$5,701
Time USA, LLC NY$5,522
Merrifield Garden Center Corp. VA$5,488
Wholesale Supply Group TN$5,381
Mount Aloysius College PA$5,372
Tazmanian Freight Systems, Inc. OH$5,282
Valiant Solutions, LLC KS$5,148
Easterseals Blake Foundation AZ$5,025
Empact - Suicide Prevention Center AZ$5,006
Forms & Supply Inc NC$5,006
Board of Trustees H.F.I.A.W. Local No. 32 - Welfare Fund NJ$4,888
The Education Trust DC$4,826
Range Generation Next, LLC FL$4,802
Concordia College MN$4,599
American Mechanical Contractors, Inc. TN$4,521
Gallagher & Kennedy, P.A. AZ$4,436
Watson Chevrolet AZ$4,380
Bally Ribbon Mills Inc PA$4,251
M2VK Management Group LLC TN$4,248
Bally Ribbon Mills Inc PA$4,150
Santa Cruz Biotechnology, Inc. TX$4,100
A. J. Jersey, Inc NJ$4,092
Quail Ridge Property Owners Association Inc FL$3,981
Vhsnj at Home, LLC NJ$3,814
Valley Apparel LLC TN$3,718
Ctr Management, Inc MD$3,710
Bentkey Services, LLC TN$3,649
Shaffer Distributing Company OH$3,602
Washington College MD$3,526
Libbey Glass LLC OH$3,523
Abhe & Svoboda, Inc. MN$3,306
Allegiant Manufacturing, LLC TN$3,264
Drexel Chemical Company TN$3,238
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI NJ$3,223
Robin Hood Foundation NY$3,076
Absolutecare Manager LLC MD$3,053
Accelerated Christian Education, Inc. TN$2,976
Alaska Pacific University AK$2,971
Sacred Heart Community Service CA$2,940
Heritage Pharma Holdings, Inc. NJ$2,861
GAMA-1 Technologies, LLC MD$2,848
Ncontracts, LLC CA$2,782
Archer & Greiner, PC NJ$2,747
Endeavor Schools, LLC FL$2,740

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