Cbiz Insurance Trust — Form 5500 plan (Cbiz Insurance Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cbiz Insurance Trust is a benefit plan reported by Cbiz Insurance Trust under EIN 27-7102970 and plan number 501. The latest loaded filing year is 2023. The filing reports 244 participants and $117,428 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cbiz Insurance Trust
- EIN
- 27-7102970
- Plan number
- 501
- Plan type
- 4
- Location
- Slc, UT
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $117,428
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20250715180934NAL0002425553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $117,428
- Total liabilities (EOY)
- $80,562
- Net assets (EOY)
- $36,866
- Net assets (BOY)
- $11,499
Income & contributions
- Employer contributions
- $1,387,099
- Participant contributions
- $922,387
- Total contributions
- $2,309,486
- Total income / additions
- $2,309,486
Expenses & distributions
- Benefits paid
- $2,103,435
- Administrative expenses
- $180,684
- Total expenses
- $2,284,119
- Net increase / (decrease)
- $25,367
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services | CONTRACT ADMINISTRATOR | $155,086 | not reported in the loaded dataset | 2023 |
| Boon Administrative Services | CONTRACTED TPA | $25,598 | $106,210 | 2023 |