Business description: CBIZ, Inc.

CBIZ, Inc. is a provider of financial, insurance and advisory services to businesses throughout the United States and parts of Canada. It provides a range of accounting, insurance brokerage, financial and advisory services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of core accounting services, including traditional accounting, tax compliance, advisory, and specialty services, like transaction and risk advisory services, litigation support, valuation, and federal and state government health care compliance and consulting. Benefits and Insurance Services provides brokerage and consulting for group health benefits and property and casualty insurance, in addition to retirement plan advisory and investment services. National Practices provides information technology and hardware services and healthcare consulting services. It also maintains a cyber risk management program.

Number of employees: 10,000

Sales by Activity: CBIZ, Inc.

Fiscal Period: December20202021202220232024

Financial Services

630M 734M 1.01B 1.16B 1.36B

Benefits and Insurance Services

298M 332M 358M 383M 401M

National Practices

36.36M 38.58M 43.9M 47.9M 49.88M
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Geographical breakdown of sales: CBIZ, Inc.

Fiscal Period: December20202021202220232024

United States

962M 1.1B 1.41B 1.59B 1.81B

Canada

1.62M 1.74M 1.72M 1.72M 2.36M
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Executive Committee: CBIZ, Inc.

Manager TitleAgeSince
Chief Executive Officer 63 2016-03-08
Director of Finance/CFO 52 2025-03-16
Chief Administrative Officer 47 2022-11-30
Chief Operating Officer 70 2013-12-31
Chief Tech/Sci/R&D Officer 64 2014-08-24
See CBIZ, INC. governance

Composition of the Board of Directors: CBIZ, Inc.

Director TitleAgeSince
Chairman 73 2022-08-10
Director/Board Member 72 2003-08-31
Director/Board Member 78 2008-05-14
Director/Board Member 63 2015-11-10
Director/Board Member 66 2015-02-10
Director/Board Member 59 2020-08-05
Director/Board Member 61 2021-08-11
Director/Board Member 69 2023-02-05
Director/Board Member 66 2025-01-14
Composition of the Board of Directors

Shareholders: CBIZ, Inc.

NameEquities%Valuation
Vanguard Fiduciary Trust Co.
8.986 %
4,888,523 8.986 % 238 M $
Durable Capital Partners LP
7.215 %
3,925,067 7.215 % 191 M $
Eaton Vance Management
6.252 %
3,401,097 6.252 % 166 M $
BlackRock Advisors LLC
6.116 %
3,327,251 6.116 % 162 M $
Fidelity Management & Research Co. LLC
5.556 %
3,022,280 5.556 % 147 M $
List of CBIZ, INC. shareholders

Company details: CBIZ, Inc.

CBIZ, Inc.

5959 Rockside Woods, Boulevard North

44131, Independence

+216 447 9000

http://www.cbiz.com
address CBIZ, Inc.(CBZ)

Group companies: CBIZ, Inc.

NameCategory and Sector
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Other Business Support Services

Change 5d. change 1-year change 3-years change Capi.($)
-0.76%+1.81%-35.06%+2.14% 2.73B
+0.09%-0.56%-12.07%+61.56% 73.53B
-0.67%+1.30%+1.68%+75.05% 18.51B
-1.98%+1.67%+0.83%+13.12% 16.63B
-2.73%-3.17%-13.27%+2.52% 13.57B
-1.90%-3.35%-7.53%+8.97% 9.28B
-0.63%+3.86%+2.07%+2.39% 7.97B
-0.88%-2.66%+35.86%+78.51% 7.39B
0.00%+0.73%-13.08%+12.62% 6.36B
-0.29%+5.38%+58.35%+32.61% 5.27B
Average -0.97%-0.03%+1.78%+28.95% 16.12B
Weighted average by Cap. -0.67%-0.23%-4.23%+44.08%
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