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CONF I DENT I A L │ PAGE 9
Benefits Consulting Services RFP
CBIZ Organization
CBIZ, Inc. is structured into two
divisions: Benefits & Insurance
and Financial & Accounting. Our
benefits consulting practice is
part of the Benefits & Insurance
division. Our corporate
headquarters is located in
Cleveland, Ohio and our
benefits consulting practice is
headquartered in Kansas City, Missouri. The services requested in your RFP are executed by the Benefits &
Insurance division of Kansas City.
b. Background of company data, including financial references.
CBIZ has been operating as a professional services organization since 1997. We have grown and prospered by
acquiring highly successful accounting, benefits, valuation, and other service firms throughout the U.S. Since August
2006, CBIZ stock has been publicly traded on the New York Stock Exchange under the ticker symbol "CBZ." We have
made several key acquisitions in each of the past several years, and each has performed well, despite the lackluster
economy. CBIZ completed three acquisitions during 2015 and one so far in 2016. During 2014, we completed six
acquisitions. In 2013, we successfully integrated nine acquisitions and in 2012 we completed two additional
acquisitions. Our financial condition remains strong, and we are well positioned for future growth.
For the year ending December 31, 2015, we achieved revenue growth of 4.3% over 2014. For the year ending
December 31, 2014, we achieved revenue growth of 6.2% over 2013.Our 2015 Annual Report can be provided
upon request and 2016 financial results can be found on our company website at the end of each quarter.
Visit
www.cbiz.comand go to the "Investors" tab to find all of our SEC filings for our financial ratings and annual
reports.
c. Particular expertise or involvement in the insurance/employee benefits industry.
As a national leader in employee benefits consulting, we provide our clients strategic guidance, solid advice, and
best in class ongoing support. With a long history of supporting not-for-profits, rest assured we have the expertise to
guide and support your team. The assigned team members are seen as national experts and are routinely asked to
speak at national conferences, as well as provide subject matter expertise in industry articles and publications.
In addition, our relationships with carriers provide valuable insight on vendor trends and issues. Many of our senior
executives serve on broker advisory boards for major health care providers including Blue KC, UHC and CIGNA. Many
of our associates network with HR managers and peers through memberships in professional associations, such as
CEBS, MAHU and SHRM. On the next page you will find a list of national practice leads that are of accessible to you
when you partner with CBIZ.