Cbiz
3 more advisory clients, 97 more other clients, 244 more Schedule C rows and 1 more dated event
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Ohio SERS Traditional DB Pension Plan General consultantthrough Jun 18, 2026 Board minutes
- Imasco Holdings Group Inc and Participating Affiliates Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Local 441 Plumbers & Pipefitters Retirement Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
+3 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund Actuarythrough Dec 31, 2025
- Pension Equity Plan of Doylestown Hospital Actuarythrough Jun 30, 2025
- Olam West Coast, Inc. Pension Plan for Hourly Employees Actuarythrough Jun 30, 2025
+97 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund | 2025 | 11 13 50 | NONE | $306,682 |
| Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund | 2024 | 11 50 | NONE | $163,464 |
| The Agrex, Inc. Pension Plan | 2024 | 11 14 17 | ACTUARY PLAN ADMINISTRAT | $151,769 |
+244 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Ohio School Employees Retirement System (SERS), Board of Trustees selects CBIZ as general consultantwith Cbizohsers.org
- Ohio School Employees Retirement System (SERS), Board of Trustees selects CBIZ as general consultantwith Cbizohsers.org
- Dec 31, 2024Consultant changedinferenceImasco Holdings Group Inc and Participating Affiliates Retirement PlanCbiz, Inc. no longer appears on Imasco Holdings Group Inc and Participating Affiliates Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Cbizaskebsa.dol.gov
- Cbiz appears on The Agrex, Inc. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Cbizaskebsa.dol.gov
- Cbiz no longer appears on Pension Plan Basic American Foods's Schedule C as investment manager (plan year 2024 vs 2023)with Cbizaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.