2023 Form 5500 filing — Cbiz Insurance Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250715180934NAL0002425553001) for Cbiz Insurance Trust, reported by Cbiz Insurance Trust under EIN 27-7102970 and plan number 501. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715180934NAL0002425553001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Cbiz Insurance Trust
- EIN
- 27-7102970
- Plan number
- 501
- Location
- Slc, UT
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,428
- Total liabilities (EOY)
- $80,562
- Net assets (EOY)
- $36,866
- Employer contributions
- $1,387,099
- Participant contributions
- $922,387
- Total income / additions
- $2,309,486
- Benefits paid
- $2,103,435
- Administrative expenses
- $180,684
- Total expenses
- $2,284,119
- Net increase / (decrease)
- $25,367
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Benefits & Insurance Services | CONTRACT ADMINISTRATOR | $155,086 | not reported in the loaded dataset |
| Boon Administrative Services | CONTRACTED TPA | $25,598 | $106,210 |