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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 professional services advisor to middle-market businesses and organizations nationwide. It provides a range of accounting, tax, advisory, benefits, insurance, and technology services. It delivers its services through three groups: Financial Services, Benefits and Insurance Services, and National Practices. Financial Services is comprised of traditional accounting services, tax return preparation, administrative services, financial and risk advisory, consulting, valuation, and IT services. Benefits and Insurance Services provides brokerage and consulting along lines of service which include group health benefits consulting and brokerage, property and casualty brokerage, retirement plan advisory, payroll, human capital management, actuarial, life insurance, and other services. National Practices provides managed networking and hardware services consisting of installation, maintenance and repair of computer hardware. 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
12/31/202412/31/2024YesYes-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 73 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 Brad S.Lakhia 52 3/17/2025 3/17/2025
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
Lautze & Lautze CPAs & Financial Advisors 111 West Saint John Street San Jose CA United States
37 additional Subsidiary records available in full report.

Business Names
Business Name
1099-Prep LLC
ABRIX BILLING SERVICES LLC
Actuarial Consultants, Inc.
166 additional Business Names available in full report.

General Information
Number of Employees: 10,000 (As of 12/31/2024)
Outstanding Shares: 54,058,221 (As of 3/17/2025)
Shareholders: 2,430
Stock Exchange: NYSE
Federal Tax Id: 222769024
Fax Number: (216) 447-9007
Email Address: webmaster@cbizinc.com


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Saturday, April 19, 2025