CBIZbroker

Benefits brokerage · plan year 2024 · page 6

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
Tumi Staffing, Inc. TX$2,601
Warners Stellian Co., Inc. MN$2,510
Sulphur Springs Valley Electric Cooperative AZ$2,474
Groot Hospitality Holdings LLC FL$2,472
Lupient Enterprises MN$2,469
Pearl City Elevator, Inc. IL$2,283
Appalachian Electric Cooperative TN$2,282
McCabe, Weisberg & Conway, LLC PA$2,244
Florida Bankers Health Consortium, Inc FL$2,179
Western Bagel Baking Corporation CA$2,172
Libbey Glass LLC OH$2,104
Lees-McRae LTD Plan NC$2,053
Shaffer Distributing Company OH$2,012
Second Harvest of Silicon Valley CA$1,972
Colonialwebb Contractors Company, Inc. VA$1,930
Rsds Valuations LLC KS$1,900
Touchstone Behavioral Health AZ$1,868
D. C. Humphrys Co. PA$1,865
Mutual Industries PA$1,864
Pearl City Elevator, Inc. IL$1,811
Pearl City Elevator, Inc. IL$1,802
Push Pedal Pull, Inc. SD$1,759
Cornerstone Academy, Inc. TN$1,751
Our World Neighborhood Charter Schools NY$1,723
Woodcraft, Inc. TN$1,716
Bridgewater College VA$1,713
Arc Services a, LLC MD$1,667
University Athletic Association, Inc. FL$1,480
Ncqa DC$1,478
Girl Scouts of Eastern Missouri, Inc. MO$1,434
Value Truck of Az, LLC AZ$1,378
Legend Senior Living, LLC KS$1,371
Libbey Glass LLC OH$1,219
Trustees of Restaurant & Hospitality Association Benefit Tr IL$1,205
A. J. Jersey, Inc NJ$1,159
Frontier Service Partners, Inc. IN$1,156
Rockefeller Brothers Fund NY$1,156
Jsp International Group PA$1,140
Qlarant, Inc. MD$1,053
Red River Human Services Foundation ND$974
Dimerco Express USA Corporation IL$951
Pink Jeep Tours LLC AZ$913
Pro Tek Consulting CA$825
Edelson, PC IL$684
1ST Summit Bancorp PA$612
Interstate Packaging Company TN$543
Heritage Bank of Commerce CA$539
Tirehub LLC GA$517
National Association of Manufacturers DC$506
Mhh Holdings III, LLC Mga Home Healthcare LLC AZ$493
House of Ruth Maryland, Inc MD$451
Aubreys, Inc. TN$445
Claremedica Health Partners, LLC FL$434
Venezia Transport Service, Inc. PA$412
Faribault Foods Inc MN$400
Zacharys Chicago Pizza, Inc. CA$391
Pink Jeep Tours LLC AZ$287
Usc, LLC KS$287
Enviri Corporation F/K/A Harsco Corporation PA$269
Sacred Heart Rehabilitation Center, Inc. MI$234
Pennsylvania Automotive Association PA$229
National Center on Institutions and Alternatives MD$219
Northern Cochise Community Hospital, Inc. AZ$196
Development Homes, Inc. ND$188
Vandevere, Inc. OH$167
Zacharys Chicago Pizza, Inc. CA$160
Ibew Local 1377 Eligible Retires Veba Trust OH$151
Southeastern Arizona Behavioral Health Services AZ$136
4LIFE Research, LLC UT$116
Madison Apartment Group, L.P. PA$103
Libbey Glass LLC OH$94
Sierra Forest Products, Inc. UT$88
Greensfelder, Hemker & Gale, P.C. MO$78
Society for Worldwide Interbank Financial Telecommunication, Inc. VA$76
La Posada at Park Centre AZ$69
Olson Technologies, Inc. PA$62
Hutchinson Health MN$59
Thanksgiving Point Institute, Inc. UT$53
Pennsylvania Automotive Association PA$53
Ccs Global, LLC AZ$39
Rgh Automotive LLC PA$38
Valley View Hospital CO$37
Jsp International Group PA$24
Specialty Coating Systems, Inc. IN$21
Shimadzu Scientific Instruments MD$20
American Pharmacists Association DC$16
Rio Grande Co. CO$14
Penny's Concrete, Inc KS$13
Jako Enterprises, LLC PA$11
Christian Care Management, Inc. AZ$7

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