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CBIZ Inc
5959 ROCKSIDE WOODS BLVD N., SUITE 600
Phone: (216) 447-9000p:216 447-9000 INDEPENDENCE, OH  44131  United States Ticker: CBZCBZ
Business Summary
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.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202312/31/2023YesYes-YesYes

Industries
SIC Code Description
7389 Business services, not elsewhere classified
7291 Tax return preparation services
6282 Investment advice
8721 Accounting, auditing, and bookkeeping services
8742 Management consulting services
6411 Insurance agents, brokers, and service
8741 Management services
7375 Information retrieval services
8299 Schools and educational services, not elsewhere classified
7382 Security systems services

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board Rick L.Burdick 72 8/11/2022 10/1/1997
President, Chief Executive Officer, Director Jerome P.Grisko 62 3/9/2016 9/1/1998
Chief Financial Officer, Senior Vice President Ware H.Grove 73 12/12/2000 12/12/2000
9 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Schramm Health Partners, LLC 7400 E Mcdonald Dr Scottsdale AZ United States
Brinig Taylor Zimmer, Inc. 401B Street San Diego CA United States
Actuarial Consultants, Inc. 2377 Crenshaw Blvd. Torrance CA United States
18 additional Subsidiary records available in full report.

Business Names
Business Name
Actuarial Consultants, Inc.
Alliance Insurance Services, Inc.
American Pension Advisors, Ltd.
108 additional Business Names available in full report.

General Information
Number of Employees: 6,700 (As of 12/31/2023)
Outstanding Shares: 50,112,138 (As of 3/15/2024)
Shareholders: 2,381
Stock Exchange: NYSE
Federal Tax Id: 222769024
Fax Number: (216) 447-9007
Email Address: webmaster@cbizinc.com


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Wednesday, April 24, 2024