Cbiz Insurance Services Inc
Conshohocken, PA
Cbiz Insurance Services Inc of Conshohocken, PA is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $27,485 in reported broker commissions (plan year 2025).
Quick answer
Cbiz Insurance Services Inc (Conshohocken, PA) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cbiz Insurance Services Inc have?
- Cbiz Insurance Services Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
- Who are Cbiz Insurance Services Inc's largest employer clients?
- By plan participants, the largest include Natixis North America LLC (796 participants), University Athletic Association, Inc. (433 participants) and Rockefeller Philanthropy Advisors, Inc. (358 participants).
- How much does Cbiz Insurance Services Inc earn in commissions?
- Insurers reported $27,485 in broker commissions and $6,007 in fees paid to Cbiz Insurance Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Cbiz Insurance Services Inc located?
- Cbiz Insurance Services Inc is based in Conshohocken, PA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cbiz Insurance Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Natixis North America LLC | NY | 796 | 2024-12-31 |
| University Athletic Association, Inc. | FL | 433 | 2025-12-31 |
| Rockefeller Philanthropy Advisors, Inc. | NY | 358 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.