CBIZ, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	CBIZ, INC. RETIREMENT SAVINGS PLAN
Plan identification number	003

CBIZ, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash. Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities. Participant-directed brokerage accounts provided as an investment option under the plan. Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)). Life insurance

401k Sponsoring company profile

CBIZ, INC. has sponsored the creation of one or more 401k plans.

Company Name:	CBIZ, INC.
Employer identification number (EIN):	222769024
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Additional information about CBIZ, INC.

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	2008-02-21
Company Identification Number:	20081032787
Legal Registered Office Address:	5348 VEGAS DRIVE LAS VEGAS United States of America (USA) 89108

More information about CBIZ, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CBIZ, INC. RETIREMENT SAVINGS PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	TERRI BUR
003	2017-01-01	TERRI BUR		ANDREW DAMBROSIO	2018-10-09
003	2016-01-01	TERESA BUR		ANDREW DAMBROSIO	2017-10-10
003	2015-01-01	TERESA BUR		ANDREW DAMBROSIO	2016-10-06
003	2014-01-01	TERESA BUR		ANDREW DAMBROSIO	2015-10-15
003	2013-01-01	ANDREW DAMBROSIO		ANDREW DAMBROSIO	2014-10-08
003	2012-01-01	TERRI BUR		ANDREW DAMBROSIO	2013-12-20
003	2011-01-01	TERRI BUR
003	2009-01-01	TERRI BUR		ROBERT BOSAK	2010-10-12

Plan Statistics for CBIZ, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CBIZ, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022: CBIZ, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7,144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6,370
Number of retired or separated participants receiving benefits	2022-01-01	104
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,877
Total of all active and inactive participants	2022-01-01	8,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	8
Total participants	2022-01-01	8,359
Number of participants with account balances	2022-01-01	7,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	51
2021: CBIZ, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6,633
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5,252
Number of retired or separated participants receiving benefits	2021-01-01	86
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,647
Total of all active and inactive participants	2021-01-01	6,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6,985
Number of participants with account balances	2021-01-01	6,778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	171
2020: CBIZ, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6,530
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4,829
Number of retired or separated participants receiving benefits	2020-01-01	79
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,555
Total of all active and inactive participants	2020-01-01	6,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	6,464
Number of participants with account balances	2020-01-01	6,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	138
2019: CBIZ, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6,377
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4,894
Number of retired or separated participants receiving benefits	2019-01-01	77
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,491
Total of all active and inactive participants	2019-01-01	6,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6,462
Number of participants with account balances	2019-01-01	6,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	141
2018: CBIZ, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6,266
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4,812
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,484
Total of all active and inactive participants	2018-01-01	6,298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	6,299
Number of participants with account balances	2018-01-01	6,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	167
2017: CBIZ, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5,840
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4,786
Number of retired or separated participants receiving benefits	2017-01-01	51
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,359
Total of all active and inactive participants	2017-01-01	6,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	4
Total participants	2017-01-01	6,200
Number of participants with account balances	2017-01-01	5,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	145
2016: CBIZ, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5,872
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4,659
Number of retired or separated participants receiving benefits	2016-01-01	44
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,364
Total of all active and inactive participants	2016-01-01	6,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	6,068
Number of participants with account balances	2016-01-01	5,785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	126
2015: CBIZ, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5,778
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4,334
Number of retired or separated participants receiving benefits	2015-01-01	18
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,434
Total of all active and inactive participants	2015-01-01	5,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	5,787
Number of participants with account balances	2015-01-01	5,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	151
2014: CBIZ, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6,765
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4,373
Number of retired or separated participants receiving benefits	2014-01-01	29
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,326
Total of all active and inactive participants	2014-01-01	5,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	5,729
Number of participants with account balances	2014-01-01	5,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	108
2013: CBIZ, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6,539
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5,429
Number of retired or separated participants receiving benefits	2013-01-01	23
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,313
Total of all active and inactive participants	2013-01-01	6,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6,765
Number of participants with account balances	2013-01-01	5,175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	146
2012: CBIZ, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6,349
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5,214
Number of retired or separated participants receiving benefits	2012-01-01	19
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,304
Total of all active and inactive participants	2012-01-01	6,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	6,539
Number of participants with account balances	2012-01-01	6,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	283
2011: CBIZ, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6,609
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5,087
Number of retired or separated participants receiving benefits	2011-01-01	14
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,248
Total of all active and inactive participants	2011-01-01	6,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6,349
Number of participants with account balances	2011-01-01	5,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	314
2009: CBIZ, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6,647
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5,675
Number of retired or separated participants receiving benefits	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,082
Total of all active and inactive participants	2009-01-01	6,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	6,766
Number of participants with account balances	2009-01-01	6,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	489

Financial Data on CBIZ, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$1,031,597
Total unrealized appreciation/depreciation of assets	2022-12-31	$1,031,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-40,277,751
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$62,841,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$62,549,704
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$142,257,522
Value of total assets at end of year	2022-12-31	$1,001,369,361
Value of total assets at beginning of year	2022-12-31	$1,104,488,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$291,995
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$2,115,408
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$30,569,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$30,569,760
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$54,013,443
Participant contributions at end of year	2022-12-31	$7,253,899
Participant contributions at beginning of year	2022-12-31	$6,578,201
Participant contributions at end of year	2022-12-31	$1,611,190
Participant contributions at beginning of year	2022-12-31	$9,518
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$14,594,441
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$10,845,735
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$71,658,219
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$32,204
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-103,119,450
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,001,369,361
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,104,488,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$578,962,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$929,139,770
Value of interest in pooled separate accounts at end of year	2022-12-31	$202,374,898
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$350,772
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$1,732,071
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$31,651,284
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$294,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$285,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$285,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$32,565
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$162,779,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$156,631,402
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-162,567,020
Net investment gain/loss from pooled separate accounts	2022-12-31	$-47,123,294
Net investment gain or loss from common/collective trusts	2022-12-31	$-6,593,928
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$843,364
Assets. Invements in employer securities at beginning of year	2022-12-31	$708,290
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$16,585,860
Employer contributions (assets) at end of year	2022-12-31	$1,003,970
Employer contributions (assets) at beginning of year	2022-12-31	$290,620
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$62,549,704
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$291,995
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KPMG LLP
Accountancy firm EIN	2022-12-31	135565207
2021 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$218,687
Total unrealized appreciation/depreciation of assets	2021-12-31	$218,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$229,748,795
Total loss/gain on sale of assets	2021-12-31	$22,126
Total of all expenses incurred	2021-12-31	$65,482,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$65,151,266
Expenses. Certain deemed distributions of participant loans	2021-12-31	$1,730
Value of total corrective distributions	2021-12-31	$7,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$87,989,469
Value of total assets at end of year	2021-12-31	$1,104,488,811
Value of total assets at beginning of year	2021-12-31	$940,222,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$321,312
Total interest from all sources	2021-12-31	$4,681,877
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$37,441,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$37,441,110
Administrative expenses professional fees incurred	2021-12-31	$28,500
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$42,616,987
Participant contributions at end of year	2021-12-31	$6,578,201
Participant contributions at beginning of year	2021-12-31	$6,037,224
Participant contributions at end of year	2021-12-31	$9,518
Participant contributions at beginning of year	2021-12-31	$2,268
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$10,845,735
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$10,100,715
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$31,979,366
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$1,034,208
Administrative expenses (other) incurred	2021-12-31	$220
Total non interest bearing cash at end of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$164,266,597
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,104,488,811
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$940,222,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$-6,756
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$929,139,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$764,548,776
Interest on participant loans	2021-12-31	$309,975
Interest earned on other investments	2021-12-31	$4,371,899
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$285,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$19,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$19,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$156,631,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$158,700,483
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$53,500,281
Net investment gain/loss from pooled separate accounts	2021-12-31	$44,861,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$708,290
Assets. Invements in employer securities at beginning of year	2021-12-31	$566,234
Contributions received in cash from employer	2021-12-31	$13,393,116
Employer contributions (assets) at end of year	2021-12-31	$290,620
Employer contributions (assets) at beginning of year	2021-12-31	$247,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$65,151,266
Contract administrator fees	2021-12-31	$299,348
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$123,191
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$101,065
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	KPMG LLP
Accountancy firm EIN	2021-12-31	135565207
2020 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$-7,448
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-97
Total unrealized appreciation/depreciation of assets	2020-12-31	$-7,545
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$205,628,896
Total loss/gain on sale of assets	2020-12-31	$-6,968
Total of all expenses incurred	2020-12-31	$51,773,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$51,171,897
Value of total corrective distributions	2020-12-31	$10,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$61,597,057
Value of total assets at end of year	2020-12-31	$940,222,214
Value of total assets at beginning of year	2020-12-31	$786,367,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$591,449
Total interest from all sources	2020-12-31	$5,338,847
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$27,260,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$27,260,240
Administrative expenses professional fees incurred	2020-12-31	$28,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$38,807,783
Participant contributions at end of year	2020-12-31	$6,037,224
Participant contributions at beginning of year	2020-12-31	$6,119,098
Participant contributions at end of year	2020-12-31	$2,268
Participant contributions at beginning of year	2020-12-31	$1,096,989
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$10,100,715
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$9,225,110
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$10,475,659
Other income not declared elsewhere	2020-12-31	$1,246,613
Administrative expenses (other) incurred	2020-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$153,855,106
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$940,222,214
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$786,367,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$764,548,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$631,030,896
Interest on participant loans	2020-12-31	$330,036
Interest earned on other investments	2020-12-31	$5,008,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$19,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$30,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$30,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$158,700,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$137,554,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$74,781,107
Net investment gain/loss from pooled separate accounts	2020-12-31	$35,419,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$566,234
Assets. Invements in employer securities at beginning of year	2020-12-31	$720,722
Contributions received in cash from employer	2020-12-31	$12,313,615
Employer contributions (assets) at end of year	2020-12-31	$247,021
Employer contributions (assets) at beginning of year	2020-12-31	$589,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$51,171,897
Contract administrator fees	2020-12-31	$563,374
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$217,705
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$224,673
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KPMG LLP
Accountancy firm EIN	2020-12-31	135565207
2019 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$194,259
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$194,259
Total unrealized appreciation/depreciation of assets	2019-12-31	$194,259
Total unrealized appreciation/depreciation of assets	2019-12-31	$194,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$197,197,822
Total income from all sources (including contributions)	2019-12-31	$197,197,822
Total loss/gain on sale of assets	2019-12-31	$4,783
Total loss/gain on sale of assets	2019-12-31	$4,783
Total of all expenses incurred	2019-12-31	$49,552,336
Total of all expenses incurred	2019-12-31	$49,552,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$48,872,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$48,872,414
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-43
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-43
Value of total corrective distributions	2019-12-31	$2,389
Value of total corrective distributions	2019-12-31	$2,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$61,748,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$61,748,522
Value of total assets at end of year	2019-12-31	$786,367,108
Value of total assets at end of year	2019-12-31	$786,367,108
Value of total assets at beginning of year	2019-12-31	$638,721,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$677,576
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$677,576
Total interest from all sources	2019-12-31	$5,296,228
Total interest from all sources	2019-12-31	$5,296,228
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$15,863,004
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$15,863,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$15,863,004
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$15,863,004
Administrative expenses professional fees incurred	2019-12-31	$37,418
Administrative expenses professional fees incurred	2019-12-31	$37,418
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$15,000,000
Value of fidelity bond cover	2019-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$36,798,297
Contributions received from participants	2019-12-31	$36,798,297
Participant contributions at end of year	2019-12-31	$6,119,098
Participant contributions at end of year	2019-12-31	$6,119,098
Participant contributions at beginning of year	2019-12-31	$5,922,593
Participant contributions at end of year	2019-12-31	$1,096,989
Participant contributions at end of year	2019-12-31	$1,096,989
Participant contributions at beginning of year	2019-12-31	$1,056,608
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$9,225,110
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$9,225,110
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$7,330,356
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,822,504
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,822,504
Other income not declared elsewhere	2019-12-31	$1,812,229
Other income not declared elsewhere	2019-12-31	$1,812,229
Administrative expenses (other) incurred	2019-12-31	$75
Administrative expenses (other) incurred	2019-12-31	$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$147,645,486
Value of net income/loss	2019-12-31	$147,645,486
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$786,367,108
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$786,367,108
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$638,721,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$20,263
Investment advisory and management fees	2019-12-31	$20,263
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$631,030,896
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$631,030,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$495,939,027
Interest on participant loans	2019-12-31	$326,867
Interest on participant loans	2019-12-31	$326,867
Interest earned on other investments	2019-12-31	$4,968,600
Interest earned on other investments	2019-12-31	$4,968,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$30,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$30,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$37,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$37,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$137,554,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$137,554,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$127,305,766
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$-4,915
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$-4,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$65,126,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$65,126,876
Net investment gain/loss from pooled separate accounts	2019-12-31	$47,151,921
Net investment gain/loss from pooled separate accounts	2019-12-31	$47,151,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$720,722
Assets. Invements in employer securities at end of year	2019-12-31	$720,722
Assets. Invements in employer securities at beginning of year	2019-12-31	$580,835
Contributions received in cash from employer	2019-12-31	$11,127,721
Contributions received in cash from employer	2019-12-31	$11,127,721
Employer contributions (assets) at end of year	2019-12-31	$589,656
Employer contributions (assets) at beginning of year	2019-12-31	$549,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$48,877,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$48,877,329
Contract administrator fees	2019-12-31	$619,820
Contract administrator fees	2019-12-31	$619,820
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$58,978
Aggregate proceeds on sale of assets	2019-12-31	$58,978
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$54,195
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$54,195
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
Accountancy firm EIN	2019-12-31	135565207
2018 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$117,294
Total unrealized appreciation/depreciation of assets	2018-12-31	$117,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$20,851,428
Total loss/gain on sale of assets	2018-12-31	$13,484
Total of all expenses incurred	2018-12-31	$38,642,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$37,929,088
Expenses. Certain deemed distributions of participant loans	2018-12-31	$43
Value of total corrective distributions	2018-12-31	$15,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$51,242,465
Value of total assets at end of year	2018-12-31	$638,721,622
Value of total assets at beginning of year	2018-12-31	$656,512,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$697,438
Total interest from all sources	2018-12-31	$4,748,482
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$16,838,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$16,838,159
Administrative expenses professional fees incurred	2018-12-31	$28,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$34,728,885
Participant contributions at end of year	2018-12-31	$5,922,593
Participant contributions at beginning of year	2018-12-31	$6,378,040
Participant contributions at end of year	2018-12-31	$1,056,608
Participant contributions at beginning of year	2018-12-31	$1,051,228
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$7,330,356
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$7,425,596
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,353,491
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-442,736
Administrative expenses (other) incurred	2018-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-17,790,906
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$638,721,622
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$656,512,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$2,075
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$495,939,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$531,066,142
Interest on participant loans	2018-12-31	$301,661
Interest earned on other investments	2018-12-31	$4,446,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$37,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$23,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$23,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$127,305,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$109,553,066
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$4,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-42,127,706
Net investment gain/loss from pooled separate accounts	2018-12-31	$-9,538,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$580,835
Assets. Invements in employer securities at beginning of year	2018-12-31	$465,462
Contributions received in cash from employer	2018-12-31	$11,160,089
Employer contributions (assets) at end of year	2018-12-31	$549,174
Employer contributions (assets) at beginning of year	2018-12-31	$549,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$37,924,173
Contract administrator fees	2018-12-31	$667,238
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$15,380
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$1,896
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$-2,050
Total unrealized appreciation/depreciation of assets	2017-12-31	$-2,050
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$57,731
Total income from all sources (including contributions)	2017-12-31	$142,529,870
Total loss/gain on sale of assets	2017-12-31	$31,684,614
Total of all expenses incurred	2017-12-31	$37,505,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$36,576,956
Expenses. Certain deemed distributions of participant loans	2017-12-31	$132
Value of total corrective distributions	2017-12-31	$10,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$52,740,374
Value of total assets at end of year	2017-12-31	$654,911,444
Value of total assets at beginning of year	2017-12-31	$549,945,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$918,588
Total interest from all sources	2017-12-31	$4,057,112
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$9,019,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$9,019,790
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$32,482,705
Participant contributions at end of year	2017-12-31	$6,378,040
Participant contributions at beginning of year	2017-12-31	$5,895,056
Participant contributions at end of year	2017-12-31	$1,051,228
Participant contributions at beginning of year	2017-12-31	$944,394
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$7,425,596
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$6,637,086
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,851,683
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$8,522
Other income not declared elsewhere	2017-12-31	$852,375
Administrative expenses (other) incurred	2017-12-31	$371
Liabilities. Value of operating payables at beginning of year	2017-12-31	$57,731
Total non interest bearing cash at end of year	2017-12-31	$-918
Total non interest bearing cash at beginning of year	2017-12-31	$-63,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$105,024,035
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$654,911,444
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$549,887,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$531,066,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$430,888,893
Interest on participant loans	2017-12-31	$276,210
Interest earned on other investments	2017-12-31	$3,780,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$23,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$21,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$21,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$109,553,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$106,082,182
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$14,489,088
Net investment gain/loss from pooled separate accounts	2017-12-31	$29,688,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$465,462
Assets. Invements in employer securities at beginning of year	2017-12-31	$482,583
Contributions received in cash from employer	2017-12-31	$10,405,986
Employer contributions (assets) at end of year	2017-12-31	$549,855
Employer contributions (assets) at beginning of year	2017-12-31	$541,421
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$36,576,956
Contract administrator fees	2017-12-31	$918,217
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$313,946,503
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$282,261,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG, LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$20,868
Total unrealized appreciation/depreciation of assets	2016-12-31	$20,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$66,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$88,633,808
Total loss/gain on sale of assets	2016-12-31	$2,394,808
Total of all expenses incurred	2016-12-31	$41,002,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$40,059,376
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$1,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$50,191,718
Value of total assets at end of year	2016-12-31	$551,430,955
Value of total assets at beginning of year	2016-12-31	$503,733,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$942,070
Total interest from all sources	2016-12-31	$3,780,126
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$9,936,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$9,936,917
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$30,157,332
Participant contributions at end of year	2016-12-31	$5,895,056
Participant contributions at beginning of year	2016-12-31	$5,891,490
Participant contributions at end of year	2016-12-31	$944,394
Participant contributions at beginning of year	2016-12-31	$1,653
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$6,637,087
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$2,970,058
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$10,279,168
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$5,606,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$8,522
Other income not declared elsewhere	2016-12-31	$386,181
Administrative expenses (other) incurred	2016-12-31	$485
Liabilities. Value of operating payables at end of year	2016-12-31	$57,731
Total non interest bearing cash at end of year	2016-12-31	$-62,588
Total non interest bearing cash at beginning of year	2016-12-31	$825,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$47,631,206
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$551,364,702
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$503,733,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$430,888,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$399,873,828
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$253,930
Interest earned on other investments	2016-12-31	$3,526,102
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$21,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$24,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$24,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$94
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$106,082,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$87,892,087
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$21,923,190
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$482,583
Assets. Invements in employer securities at beginning of year	2016-12-31	$445,662
Contributions received in cash from employer	2016-12-31	$9,755,218
Employer contributions (assets) at end of year	2016-12-31	$541,421
Employer contributions (assets) at beginning of year	2016-12-31	$202,312
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$40,059,376
Contract administrator fees	2016-12-31	$941,585
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$46,528,009
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$44,133,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG, LLC
Accountancy firm EIN	2016-12-31	135565207
2015 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-8,317
Total unrealized appreciation/depreciation of assets	2015-12-31	$-8,317
Total transfer of assets from this plan	2015-12-31	$3,116,012
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,297
Total income from all sources (including contributions)	2015-12-31	$55,100,792
Total loss/gain on sale of assets	2015-12-31	$2,245,577
Total of all expenses incurred	2015-12-31	$38,851,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$38,575,782
Expenses. Certain deemed distributions of participant loans	2015-12-31	$5,462
Value of total corrective distributions	2015-12-31	$1,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$49,645,220
Value of total assets at end of year	2015-12-31	$503,733,496
Value of total assets at beginning of year	2015-12-31	$490,602,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$268,762
Total interest from all sources	2015-12-31	$3,315,295
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$11,419,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$11,419,030
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$28,323,235
Participant contributions at end of year	2015-12-31	$5,891,490
Participant contributions at beginning of year	2015-12-31	$5,690,381
Participant contributions at end of year	2015-12-31	$1,653
Participant contributions at beginning of year	2015-12-31	$774,513
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$2,970,058
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,901,097
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$12,219,867
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$5,606,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$2,297
Other income not declared elsewhere	2015-12-31	$-63,944
Administrative expenses (other) incurred	2015-12-31	$57
Total non interest bearing cash at end of year	2015-12-31	$825,946
Total non interest bearing cash at beginning of year	2015-12-31	$25,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$16,249,283
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$503,733,496
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$490,600,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$399,873,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$23,059,926
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$377,164,337
Interest on participant loans	2015-12-31	$248,370
Interest earned on other investments	2015-12-31	$3,066,894
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$24,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$26,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$26,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$87,892,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$80,957,332
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,967,269
Net investment gain/loss from pooled separate accounts	2015-12-31	$-6,484,800
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$445,662
Assets. Invements in employer securities at beginning of year	2015-12-31	$491,284
Contributions received in cash from employer	2015-12-31	$9,102,118
Employer contributions (assets) at end of year	2015-12-31	$202,312
Employer contributions (assets) at beginning of year	2015-12-31	$511,913
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$38,575,782
Contract administrator fees	2015-12-31	$268,705
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$18,415,505
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$16,169,928
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG, LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-44,472
Total unrealized appreciation/depreciation of assets	2014-12-31	$-44,472
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$2,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$72,282,591
Total loss/gain on sale of assets	2014-12-31	$748,921
Total of all expenses incurred	2014-12-31	$34,266,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$34,166,468
Expenses. Certain deemed distributions of participant loans	2014-12-31	$15,519
Value of total corrective distributions	2014-12-31	$1,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$40,983,135
Value of total assets at end of year	2014-12-31	$490,602,522
Value of total assets at beginning of year	2014-12-31	$452,584,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$82,557
Total interest from all sources	2014-12-31	$2,783,081
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$260,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$260,880
Administrative expenses professional fees incurred	2014-12-31	$32,500
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$27,088,093
Participant contributions at end of year	2014-12-31	$5,690,381
Participant contributions at beginning of year	2014-12-31	$5,228,802
Participant contributions at end of year	2014-12-31	$774,513
Participant contributions at beginning of year	2014-12-31	$735,507
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,901,097
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$1,077,263
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$5,112,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$2,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$-26,761
Administrative expenses (other) incurred	2014-12-31	$1,182
Total non interest bearing cash at end of year	2014-12-31	$25,678
Total non interest bearing cash at beginning of year	2014-12-31	$8,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$38,016,163
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$490,600,225
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$452,584,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$23,059,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,312,864
Value of interest in pooled separate accounts at end of year	2014-12-31	$377,164,337
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$346,267,357
Interest on participant loans	2014-12-31	$234,513
Interest earned on other investments	2014-12-31	$2,548,550
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$26,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$21,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$21,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$80,957,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$80,934,957
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,538,422
Net investment gain/loss from pooled separate accounts	2014-12-31	$26,039,385
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$491,284
Assets. Invements in employer securities at beginning of year	2014-12-31	$541,719
Contributions received in cash from employer	2014-12-31	$8,782,489
Employer contributions (assets) at end of year	2014-12-31	$511,913
Employer contributions (assets) at beginning of year	2014-12-31	$455,643
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$34,166,468
Contract administrator fees	2014-12-31	$48,875
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$2,048,751
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,299,830
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG, LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$172,219
Total unrealized appreciation/depreciation of assets	2013-12-31	$172,219
Total transfer of assets from this plan	2013-12-31	$36,115,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$126,461,492
Total loss/gain on sale of assets	2013-12-31	$937,165
Total of all expenses incurred	2013-12-31	$30,170,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$30,051,241
Expenses. Certain deemed distributions of participant loans	2013-12-31	$6,514
Value of total corrective distributions	2013-12-31	$37,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$44,171,528
Value of total assets at end of year	2013-12-31	$452,584,062
Value of total assets at beginning of year	2013-12-31	$392,408,672
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$75,484
Total interest from all sources	2013-12-31	$3,136,551
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$204,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$204,182
Administrative expenses professional fees incurred	2013-12-31	$12,500
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$27,145,716
Participant contributions at end of year	2013-12-31	$5,228,802
Participant contributions at beginning of year	2013-12-31	$6,187,635
Participant contributions at end of year	2013-12-31	$735,507
Participant contributions at beginning of year	2013-12-31	$797,122
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$1,077,263
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$157,711
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,074,613
Other income not declared elsewhere	2013-12-31	$111,441
Administrative expenses (other) incurred	2013-12-31	$1,945
Total non interest bearing cash at end of year	2013-12-31	$8,090
Total non interest bearing cash at beginning of year	2013-12-31	$3,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$96,290,833
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$452,584,062
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$392,408,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,312,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,693,913
Value of interest in pooled separate accounts at end of year	2013-12-31	$346,267,357
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$286,499,500
Interest on participant loans	2013-12-31	$250,596
Interest earned on other investments	2013-12-31	$2,885,937
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$21,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$20,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$20,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$80,934,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$85,190,413
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,125,596
Net investment gain/loss from pooled separate accounts	2013-12-31	$74,602,810
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$541,719
Assets. Invements in employer securities at beginning of year	2013-12-31	$387,922
Contributions received in cash from employer	2013-12-31	$8,951,199
Employer contributions (assets) at end of year	2013-12-31	$455,643
Employer contributions (assets) at beginning of year	2013-12-31	$471,117
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$30,051,241
Contract administrator fees	2013-12-31	$61,039
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$3,806,586
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$2,869,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-92,973
Total unrealized appreciation/depreciation of assets	2012-12-31	$-92,973
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,505
Total income from all sources (including contributions)	2012-12-31	$83,275,876
Total loss/gain on sale of assets	2012-12-31	$309,717
Total of all expenses incurred	2012-12-31	$27,725,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$27,606,863
Expenses. Certain deemed distributions of participant loans	2012-12-31	$10,261
Value of total corrective distributions	2012-12-31	$1,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$39,406,336
Value of total assets at end of year	2012-12-31	$392,408,672
Value of total assets at beginning of year	2012-12-31	$336,859,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$106,572
Total interest from all sources	2012-12-31	$3,323,416
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$186,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$186,470
Administrative expenses professional fees incurred	2012-12-31	$24,770
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$25,846,189
Participant contributions at end of year	2012-12-31	$6,187,635
Participant contributions at beginning of year	2012-12-31	$5,911,051
Participant contributions at end of year	2012-12-31	$471,117
Participant contributions at beginning of year	2012-12-31	$473,617
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$157,711
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,929,204
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,505
Other income not declared elsewhere	2012-12-31	$336
Administrative expenses (other) incurred	2012-12-31	$2,598
Total non interest bearing cash at end of year	2012-12-31	$3,247
Total non interest bearing cash at beginning of year	2012-12-31	$57,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$55,550,873
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$392,408,672
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$336,857,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$349
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,693,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,976,738
Value of interest in pooled separate accounts at end of year	2012-12-31	$286,499,500
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$242,901,018
Interest on participant loans	2012-12-31	$265,591
Interest earned on other investments	2012-12-31	$3,057,788
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$20,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$18,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$18,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$85,190,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$77,148,339
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,176,697
Net investment gain/loss from pooled separate accounts	2012-12-31	$38,965,877
Net investment gain or loss from common/collective trusts	2012-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$387,922
Assets. Invements in employer securities at beginning of year	2012-12-31	$555,572
Contributions received in cash from employer	2012-12-31	$8,630,943
Employer contributions (assets) at end of year	2012-12-31	$797,122
Employer contributions (assets) at beginning of year	2012-12-31	$816,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$27,606,858
Contract administrator fees	2012-12-31	$78,855
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,285,345
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$1,975,628
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-155,297
Total unrealized appreciation/depreciation of assets	2011-12-31	$-155,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,505
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$69,164
Total income from all sources (including contributions)	2011-12-31	$33,215,740
Total loss/gain on sale of assets	2011-12-31	$170,834
Total of all expenses incurred	2011-12-31	$25,896,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$25,768,306
Expenses. Certain deemed distributions of participant loans	2011-12-31	$520
Value of total corrective distributions	2011-12-31	$13,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$35,715,481
Value of total assets at end of year	2011-12-31	$336,859,304
Value of total assets at beginning of year	2011-12-31	$329,607,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$114,589
Total interest from all sources	2011-12-31	$3,193,242
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$102,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$102,345
Administrative expenses professional fees incurred	2011-12-31	$24,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$24,527,065
Participant contributions at end of year	2011-12-31	$5,911,051
Participant contributions at beginning of year	2011-12-31	$4,914,939
Participant contributions at end of year	2011-12-31	$473,617
Participant contributions at beginning of year	2011-12-31	$200,031
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,229,608
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$7
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$69,164
Administrative expenses (other) incurred	2011-12-31	$19,149
Total non interest bearing cash at end of year	2011-12-31	$57,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$7,319,300
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$336,857,799
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$329,538,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,976,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$242,901,018
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$260,729,871
Interest on participant loans	2011-12-31	$243,992
Interest earned on other investments	2011-12-31	$2,949,207
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$18,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$36,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$36,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$77,148,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$62,884,245
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-39,806
Net investment gain/loss from pooled separate accounts	2011-12-31	$-5,771,059
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$555,572
Assets. Invements in employer securities at beginning of year	2011-12-31	$828,124
Contributions received in cash from employer	2011-12-31	$7,958,808
Employer contributions (assets) at end of year	2011-12-31	$816,930
Employer contributions (assets) at beginning of year	2011-12-31	$13,485
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$25,768,149
Contract administrator fees	2011-12-31	$71,440
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$1,057,239
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$886,405
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$-389,403
Total unrealized appreciation/depreciation of assets	2010-12-31	$-389,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$69,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$216,815
Total income from all sources (including contributions)	2010-12-31	$76,050,274
Total loss/gain on sale of assets	2010-12-31	$146,682
Total of all expenses incurred	2010-12-31	$20,311,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$20,212,158
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$38,674,764
Value of total assets at end of year	2010-12-31	$329,607,663
Value of total assets at beginning of year	2010-12-31	$274,016,350
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$99,152
Total interest from all sources	2010-12-31	$2,862,357
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$24,000
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$24,549,808
Participant contributions at end of year	2010-12-31	$4,914,939
Participant contributions at beginning of year	2010-12-31	$4,095,739
Participant contributions at end of year	2010-12-31	$200,031
Participant contributions at beginning of year	2010-12-31	$239,645
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,587,171
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$8
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$69,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$216,815
Administrative expenses (other) incurred	2010-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$55,738,964
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$329,538,499
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$273,799,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$342
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$260,729,871
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$216,246,660
Interest on participant loans	2010-12-31	$236,605
Interest earned on other investments	2010-12-31	$2,625,671
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$36,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$64,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$64,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$62,884,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$52,020,148
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$34,755,874
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$828,124
Assets. Invements in employer securities at beginning of year	2010-12-31	$1,349,332
Contributions received in cash from employer	2010-12-31	$8,537,785
Employer contributions (assets) at end of year	2010-12-31	$13,485
Employer contributions (assets) at beginning of year	2010-12-31	$740
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$20,212,018
Contract administrator fees	2010-12-31	$74,685
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$266,434
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$119,752
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207
2009 : CBIZ, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CBIZ, INC. RETIREMENT SAVINGS PLAN

2022: CBIZ, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CBIZ, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CBIZ, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CBIZ, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CBIZ, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CBIZ, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CBIZ, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CBIZ, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CBIZ, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CBIZ, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CBIZ, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CBIZ, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CBIZ, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Insurance broker organization code? 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	766626-01
Policy instance	1
Insurance contract or identification number 766626-01 Number of Individuals Covered 3265 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number LK964788 Number of Individuals Covered 1258 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $8,297 Total amount of fees paid to insurance company USD $4,244 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit Yes Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Welfare Benefit Premiums Paid to Carrier USD $356,798 Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $7,127 Amount paid for insurance broker fees 4244 Additional information about fees paid to insurance broker OVERRIDE Insurance broker organization code? 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker organization code? 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker organization code? 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 6464 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $180,000 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $180,000 Insurance broker organization code? 4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker organization code? 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 6462 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $215,000 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $215,000 Insurance broker organization code? 4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker organization code? 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 6299 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $240,000 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $240,000 Insurance broker organization code? 4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 6200 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $300,000 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 0 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $300,000 Insurance broker organization code? 4 Insurance broker name CBIZ BENEFITS & INS SERV INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? 1 Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Insurance broker organization code? 3 Insurance broker name
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $9 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Commission paid to Insurance Broker USD $9 Insurance broker organization code? 3 Insurance broker name BEALL GARNER SCREEN GEARE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 5787 Insurance policy start date 2015-01-01 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $360,000 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $360,000 Insurance broker organization code? 4 Insurance broker name CBIZ BENEFITS & INS SERV INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 5729 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $330,000 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $330,000 Insurance broker organization code? 4 Insurance broker name CBIZ BENEFITS & INS SERV INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	3
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2014-01-01 Insurance policy end date 2014-12-31 Total amount of commissions paid to insurance broker USD $9 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Commission paid to Insurance Broker USD $9 Insurance broker organization code? 3 Insurance broker name BEALL GARNER SCREEN GEARE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	006163539
Policy instance	2
Insurance contract or identification number 006163539 Number of Individuals Covered 1 Insurance policy start date 2013-07-01 Insurance policy end date 2014-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker organization code? 3 Insurance broker name THOMPSON WILLIAM EDWARD II
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	006163539
Policy instance	2
Insurance contract or identification number 006163539 Number of Individuals Covered 1 Insurance policy start date 2012-07-01 Insurance policy end date 2013-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Insurance broker organization code? 3 Insurance broker name THOMPSON WILLIAM EDWARD II
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 6765 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $394,841 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $366,442 Insurance broker organization code? 3 Insurance broker name JEFFREY S GALE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	3
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2013-01-01 Insurance policy end date 2013-12-31 Total amount of commissions paid to insurance broker USD $9 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Commission paid to Insurance Broker USD $9 Insurance broker organization code? 3 Insurance broker name BEALL GARNER SCREEN GEARE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	1
Insurance contract or identification number SF 51650 Number of Individuals Covered 6539 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $368,604 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No Commission paid to Insurance Broker USD $342,092 Insurance broker organization code? 3 Insurance broker name JEFFREY S GALE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	2
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2012-01-01 Insurance policy end date 2012-12-31 Total amount of commissions paid to insurance broker USD $9 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Commission paid to Insurance Broker USD $9 Amount paid for insurance broker fees 0 Insurance broker organization code? 3 Insurance broker name BEAL GARNER SCREEN GEARE
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	3
Insurance contract or identification number SF 51650 Number of Individuals Covered 6349 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $316,198 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	1
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2011-01-01 Insurance policy end date 2011-12-31 Total amount of commissions paid to insurance broker USD $10 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	006163539
Policy instance	2
Insurance contract or identification number 006163539 Number of Individuals Covered 1 Insurance policy start date 2010-07-01 Insurance policy end date 2011-06-30 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? Yes Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SF 51650
Policy instance	2
Insurance contract or identification number SF 51650 Number of Individuals Covered 6609 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $274,219 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	007044007
Policy instance	1
Insurance contract or identification number 007044007 Number of Individuals Covered 1 Insurance policy start date 2010-01-01 Insurance policy end date 2010-12-31 Total amount of commissions paid to insurance broker USD $10 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 Are there contracts with unallocated funds for contracts of type immediate participation guarantee? No Are there contracts with unallocated funds for contracts of type guaranteed investment? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? No Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Were dividends or retroactive rate refunds paid in cash? No Were dividends or retroactive rate refunds paid as a credit? No