Plan Ledger DOL Form 5500 · updated monthly

Cbiz Insurance Trustbenefits

Cbiz Insurance Trust · SLC, UT · plan year 2024

Broker compensation reported · 2024
$151,369

Cbiz Insurance Trust's benefits plans covered 2,189 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $151,369 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $69 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 19% from $187,616 in 2023.

Insurance contracts · 202418
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 34 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 23 covered
AETNA LIFE INSURANCE COMPANY · healthpremiums n/a · 198 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 40 covered
TRANSAMERICA LIFE INSURANCE COMPANY · lifepremiums n/a · 198 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a
AETNA LIFE INSURANCE COMPANY · healthpremiums n/a · 61 covered
CIGNA HEALTH & LIFE INSURANCE CO. · dental visionpremiums n/a
KAISER FOUNDATION HEALTH PLAN, INC. · health dentalpremiums n/a
THE HARTFORD · life ltdpremiums n/a
HARTFORD LIFE AND ACCIDENTpremiums n/a · 379 covered
Brokers & agents paid · 202411
CBIZ BENEFITS & INSURANCE SERVICES$39,193 · incl $174 fees
THE BOON INSURANCE AGENCY$32,574
CBIZ BENEFITS & INSSERVICES, INC$16,698 · incl $2,413 fees
CBIZ BENEFITS & INSURANCE SERV$2,573 · incl $186 fees
CBIZ BENEFITS AND INSURANCE SERVICE$7,399 · incl $2,768 fees
CBIZ BENEFITS & INS SERVICES INC$854 · incl $216 fees
CBIZBENEFITS & INSURANCE SERVICES I$778
Also brokered by Cbiz5
Tumi, Inc. NJ$1,238,886
V2X Inc. CO$941,238

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 277102970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.