Civic Intelligence

Cbiz Insurance Trust

Plan context: Cbiz Insurance Trust

EIN 27-7102970 • Salt Lake City, UT • 14 filings • 1 plans

175 South West TempleSuite 650Salt Lake City, UT 84101
Current Snapshot

Latest Year

2023

2023 Participants

1,402

2023 Assets

$117,428

2023 Contributions

$2,309,486

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$579,400$289,700$0201020172023YearValue
$117,428Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,8899450201020172023YearValue
1,402Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202311,402$117,428$2,309,486$1,647iApproximate average salary by contribution assumption: employee only about $41,182 at 4% or $27,455 at 6%; with 50% employer match about $27,455 at 4% or $18,303 at 6%; with 100% employer match about $20,591 at 4% or $13,727 at 6%.
Cbiz Insurance Trust-1,402$117,428$2,309,486$1,647iApproximate average salary by contribution assumption: employee only about $41,182 at 4% or $27,455 at 6%; with 50% employer match about $27,455 at 4% or $18,303 at 6%; with 100% employer match about $20,591 at 4% or $13,727 at 6%.
20221244$33,007$1,636,045$6,705iApproximate average salary by contribution assumption: employee only about $167,628 at 4% or $111,752 at 6%; with 50% employer match about $111,752 at 4% or $74,501 at 6%; with 100% employer match about $83,814 at 4% or $55,876 at 6%.
Cbiz Insurance Trust-244$33,007$1,636,045$6,705iApproximate average salary by contribution assumption: employee only about $167,628 at 4% or $111,752 at 6%; with 50% employer match about $111,752 at 4% or $74,501 at 6%; with 100% employer match about $83,814 at 4% or $55,876 at 6%.
20211109$10,966$4,665,086$42,799iApproximate average salary by contribution assumption: employee only about $1,069,974 at 4% or $713,316 at 6%; with 50% employer match about $713,316 at 4% or $475,544 at 6%; with 100% employer match about $534,987 at 4% or $356,658 at 6%.
Cbiz Insurance Trust-109$10,966$4,665,086$42,799iApproximate average salary by contribution assumption: employee only about $1,069,974 at 4% or $713,316 at 6%; with 50% employer match about $713,316 at 4% or $475,544 at 6%; with 100% employer match about $534,987 at 4% or $356,658 at 6%.
20201966$238,820$7,391,017$7,651iApproximate average salary by contribution assumption: employee only about $191,279 at 4% or $127,519 at 6%; with 50% employer match about $127,519 at 4% or $85,013 at 6%; with 100% employer match about $95,639 at 4% or $63,760 at 6%.
Cbiz Insurance Trust-966$238,820$7,391,017$7,651iApproximate average salary by contribution assumption: employee only about $191,279 at 4% or $127,519 at 6%; with 50% employer match about $127,519 at 4% or $85,013 at 6%; with 100% employer match about $95,639 at 4% or $63,760 at 6%.
20191975$386,627$7,202,777$7,387iApproximate average salary by contribution assumption: employee only about $184,687 at 4% or $123,124 at 6%; with 50% employer match about $123,124 at 4% or $82,083 at 6%; with 100% employer match about $92,343 at 4% or $61,562 at 6%.
Cbiz Insurance Trust-975$386,627$7,202,777$7,387iApproximate average salary by contribution assumption: employee only about $184,687 at 4% or $123,124 at 6%; with 50% employer match about $123,124 at 4% or $82,083 at 6%; with 100% employer match about $92,343 at 4% or $61,562 at 6%.
20181846$375,704$9,647,641$11,404iApproximate average salary by contribution assumption: employee only about $285,096 at 4% or $190,064 at 6%; with 50% employer match about $190,064 at 4% or $126,709 at 6%; with 100% employer match about $142,548 at 4% or $95,032 at 6%.
Cbiz Insurance Trust-846$375,704$9,647,641$11,404iApproximate average salary by contribution assumption: employee only about $285,096 at 4% or $190,064 at 6%; with 50% employer match about $190,064 at 4% or $126,709 at 6%; with 100% employer match about $142,548 at 4% or $95,032 at 6%.
201711,588$306,830$16,901,204$10,643iApproximate average salary by contribution assumption: employee only about $266,077 at 4% or $177,385 at 6%; with 50% employer match about $177,385 at 4% or $118,256 at 6%; with 100% employer match about $133,038 at 4% or $88,692 at 6%.
Cbiz Insurance Trust-1,588$306,830$16,901,204$10,643iApproximate average salary by contribution assumption: employee only about $266,077 at 4% or $177,385 at 6%; with 50% employer match about $177,385 at 4% or $118,256 at 6%; with 100% employer match about $133,038 at 4% or $88,692 at 6%.
201611,559$373,575$16,128,079$10,345iApproximate average salary by contribution assumption: employee only about $258,629 at 4% or $172,419 at 6%; with 50% employer match about $172,419 at 4% or $114,946 at 6%; with 100% employer match about $129,314 at 4% or $86,210 at 6%.
Cbiz Insurance Trust-1,559$373,575$16,128,079$10,345iApproximate average salary by contribution assumption: employee only about $258,629 at 4% or $172,419 at 6%; with 50% employer match about $172,419 at 4% or $114,946 at 6%; with 100% employer match about $129,314 at 4% or $86,210 at 6%.
201511,568$579,400$14,581,017$9,299iApproximate average salary by contribution assumption: employee only about $232,478 at 4% or $154,985 at 6%; with 50% employer match about $154,985 at 4% or $103,324 at 6%; with 100% employer match about $116,239 at 4% or $77,493 at 6%.
Cbiz Insurance Trust-1,568$579,400$14,581,017$9,299iApproximate average salary by contribution assumption: employee only about $232,478 at 4% or $154,985 at 6%; with 50% employer match about $154,985 at 4% or $103,324 at 6%; with 100% employer match about $116,239 at 4% or $77,493 at 6%.
201411,889$462,263$8,444,415$4,470iApproximate average salary by contribution assumption: employee only about $111,758 at 4% or $74,505 at 6%; with 50% employer match about $74,505 at 4% or $49,670 at 6%; with 100% employer match about $55,879 at 4% or $37,253 at 6%.
Cbiz Insurance Trust-1,889$462,263$8,444,415$4,470iApproximate average salary by contribution assumption: employee only about $111,758 at 4% or $74,505 at 6%; with 50% employer match about $74,505 at 4% or $49,670 at 6%; with 100% employer match about $55,879 at 4% or $37,253 at 6%.
20131534$93,591$3,770,014$7,060iApproximate average salary by contribution assumption: employee only about $176,499 at 4% or $117,666 at 6%; with 50% employer match about $117,666 at 4% or $78,444 at 6%; with 100% employer match about $88,249 at 4% or $58,833 at 6%.
Cbiz Insurance Trust-534$93,591$3,770,014$7,060iApproximate average salary by contribution assumption: employee only about $176,499 at 4% or $117,666 at 6%; with 50% employer match about $117,666 at 4% or $78,444 at 6%; with 100% employer match about $88,249 at 4% or $58,833 at 6%.
20121715$422,758$4,002,766$5,598iApproximate average salary by contribution assumption: employee only about $139,957 at 4% or $93,305 at 6%; with 50% employer match about $93,305 at 4% or $62,203 at 6%; with 100% employer match about $69,978 at 4% or $46,652 at 6%.
Cbiz Insurance Trust-715$422,758$4,002,766$5,598iApproximate average salary by contribution assumption: employee only about $139,957 at 4% or $93,305 at 6%; with 50% employer match about $93,305 at 4% or $62,203 at 6%; with 100% employer match about $69,978 at 4% or $46,652 at 6%.
20111571$146,547$6,038,755$10,576iApproximate average salary by contribution assumption: employee only about $264,394 at 4% or $176,263 at 6%; with 50% employer match about $176,263 at 4% or $117,508 at 6%; with 100% employer match about $132,197 at 4% or $88,131 at 6%.
Cbiz Insurance Trust-571$146,547$6,038,755$10,576iApproximate average salary by contribution assumption: employee only about $264,394 at 4% or $176,263 at 6%; with 50% employer match about $176,263 at 4% or $117,508 at 6%; with 100% employer match about $132,197 at 4% or $88,131 at 6%.
201011,650$99,947$6,498,400$3,938iApproximate average salary by contribution assumption: employee only about $98,461 at 4% or $65,640 at 6%; with 50% employer match about $65,640 at 4% or $43,760 at 6%; with 100% employer match about $49,230 at 4% or $32,820 at 6%.
Cbiz Insurance Trust-1,650$99,947$6,498,400$3,938iApproximate average salary by contribution assumption: employee only about $98,461 at 4% or $65,640 at 6%; with 50% employer match about $65,640 at 4% or $43,760 at 6%; with 100% employer match about $49,230 at 4% or $32,820 at 6%.