Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
CBIZ Benefits & Insurance Services
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
CBIZ Benefits & Insurance Services is named as a service provider on the Schedule C of 222 retirement plans with 100 or more participants for plan year 2024, covering 289,151 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $10.4M. Per plan, the median was $38.56 per participant, with the middle half of plans between $15.22 and $82.28. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Ohio (36), Pennsylvania (25) and California (22).
In 2009 it appeared on 39 such filings; in 2024, 227. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $15.22 | $38.56 | $82.28 |
| Compensation as a share of plan net assets | 0.04% | 0.06% | 0.12% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Emory Healthcare, Inc. Retirement Savings and Matching Plan | Emory Healthcare, Inc. | GA | 49,944 | $2.77B | $20K |
| UFCW Union & Partcipating Food Industry Employers Tri-State Pension Fund | UFCW Union & Participating Food Industry Employers Tri-State Pension F | PA | 29,592 | $869M | $163K |
| UFCW Local 1776 & Participating Employers Retirement and Savings Plan | UFCW Local 1776 & Participating Employer Retirement and Savings Plan | PA | 10,026 | $99.4M | $28K |
| Employees Retirement Plan of Hajoca Corporation | Hajoca Corporation | PA | 7,828 | $483M | $14K |
| International Union of Operating Engineers Local 4 Pension Fund | Board of Trustees I.U.O.E. Local 4 Pension Fund | MA | 7,096 | $1.29B | $104K |
| Service Employees International Union Local 32BJ, District 36 Building Operators Pension Trust Fund | BD of Tees of SEIU Local 32BJ, Dis 36 Bolr Pension Trust Fund | PA | 6,923 | $143M | $85K |
| International Union of Operating Engineers Local 4 Annuity | Board of Trustees I.U.O.E. Local 4 Annuity Fund | MA | 6,298 | $725M | $7,687 |
| Steamfitters Local Union No. 420 Pension Plan | Board of Trustees of Steamfitters Lu 420 Pension Plan | PA | 5,303 | $643M | $175K |
| Kennametal Inc. Retirement Income Plan | Kennametal Inc. | SC | 5,001 | $511M | $257K |
| The Animation Guild 401(k) Plan | The Animation Guild, Local 839 | CA | 4,927 | $659M | $17K |
| Kennametal Thrift Plus Plan | Kennametal Inc. | SC | 4,429 | $595M | $19K |
| UFCW 360 Shop Rite Pension Fund | UFCW 360 Shop Rite Pension Fund | PA | 4,199 | $32.7M | $25K |
| Circor International, Inc. Retirement Plan | Circor International, Inc. | MA | 4,016 | $144M | $602K |
| Pipefitters Union Local No. 537 Pension Fund | Pipe & Refrigeration Fitters Local 537 | MA | 3,883 | $936M | $96K |
| Berry Global, Inc. Defined Benefit Pension Plan | Pliant, LLC | IN | 3,586 | $224M | $400K |
| I. B. E. W. Local 25 Pension Fund | Board of Trustees I.B.E.W. Local 25 Pension Fund | NY | 3,483 | $324M | $57K |
| 2018 US Graphic Packaging International Pension Plan | Graphic Packaging International, LLC | GA | 3,115 | $230M | $12K |
| Plumbers Union Local No. 12 Pension | Plumbers Union Local No. 12 Pension Local No. 12 Pension Fund | MA | 2,836 | $428M | $47K |
| Pegasystems Inc. 401(k) Plan | Pegasystems Inc. | MA | 2,754 | $530M | $24K |
| Vantiva USA Inc. Pension Plan for Employees | Vantiva USA Shared Services, Inc. | GA | 2,686 | $62.8M | $16K |
| Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342 | BD of Trustees of Pension Fund Amal Meat Cutters | PA | 2,624 | $1.1M | $258K |
| Loyola University Retirement Plan | Loyola University New Orleans | LA | 2,569 | $282M | $6,000 |
| Ehealth Insurance Services, Inc. 401(k) Plan | Ehealth Insurance Services, Inc. | TX | 2,467 | $93.9M | $12K |
| The Esab Group, Inc. Consolidated Retirement Plan | The Esab Group, Inc. | MD | 2,459 | $139M | $493K |
| Catholic Charities of Santa Clara County 401(k) Plan | Catholic Charities of Santa Clara County | CA | 2,331 | $38.8M | $42K |
| Del Monte Foods Corporation II Inc. Retirement Plan | Del Monte Foods Corporation II Inc. | CA | 2,160 | $176M | $276K |
| Liberty Utilities Cash Balance Pension Plan | Liberty Utilities Co. | AZ | 2,130 | $74.1M | $291K |
| Alacrity Solutions Group, LLC 401(k) Plan | Alacrity Solutions Group, LLC | IN | 2,076 | $38.4M | $16K |
| PHG Retirement Plan | Ceres, LLC d/b/a Prime Hospitality Group | IN | 1,884 | $6.5M | $13K |
| Liberty Utilities Defined Benefit Pension Plan | Liberty Utilities Co. | AZ | 1,864 | $405M | $495K |
| La Frontera Center, Inc. 403(b) Plan | La Frontera Center, Inc. | AZ | 1,808 | $21.0M | $9,362 |
| The Atlanticare Health System, Inc. Pension Plan | Atlanticare Health System, Inc. | NJ | 1,791 | $274M | $193K |
| American Consolidated Natural Resources, Inc. Savings and Security Plan | American Consolidated Natural Resources, Inc. | OH | 1,785 | $267M | $73K |
| Columbia University Retirement Plan - Local 241, Transport Workers Union of America | Trustees of Columbia University C/o Benefits Department | NY | 1,754 | $175M | $9,010 |
| Itv US Holdings, Inc. 401(k) Plan & Trust | Itv US Holdings, Inc. | CA | 1,702 | $49.3M | $22K |
| Spirax Sarco, Inc. 401(k) Plan | Spirax Sarco, Inc. | SC | 1,686 | $151M | $60K |
| Ingevity Corporation | Ingevity Corporation Retirement Savings Plan | SC | 1,616 | $306M | $14K |
| First Meridian Services Inc. 401(k) Plan | First Meridian Services Inc. | CO | 1,585 | $5.7M | $12K |
| A. Duda & Sons, Inc. Retirement and Savings Plan | A. Duda & Sons, Inc. | FL | 1,450 | $129M | $60K |
| Covius 401(k) Plan | LL Services Parent, LLC | CO | 1,305 | $49.3M | $15K |
Questions and answers
How many plans does CBIZ Benefits & Insurance Services serve?
222 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay CBIZ Benefits & Insurance Services?
The median plan reported $38.56 per participant in direct and indirect compensation (220 plans reporting an amount), or 0.06% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Contract Administrator (62 plans), Other services (61 plans), Actuarial (48 plans) and Consulting (pension) (31 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.