CBZ / CBIZ, Inc. - تصريحات هيئة الأوراق المالية والبورصات، التقرير السنوي، بيان الوكيل

Seventh Amendment to Loan Agreement, dated July 31, 2025, by and among CBIZ Benefit and Insurance Services, Inc. and Huntington National Bank.

cbiz7thamendment202507

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 30, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact na

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 30, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ REPORTS SECOND-QUARTER 2025 RESULTS SECOND-QUARTER HIGHLIGHTS: •TOTAL REVENUE OF $683.5M, UP 62.7% •NET INCOME OF $41.9M, UP 111.9%; GAAP EPS OF $0.66, UP 69.2%; •ADJUSTED EBITDA OF $117.2M, UP 127.9%; ADJUSTED DILUTED EPS OF $0.95, UP 63.8% SIX

Exhibit 99.1 FOR IMMEDIATE RELEASE CBIZ REPORTS SECOND-QUARTER 2025 RESULTS SECOND-QUARTER HIGHLIGHTS: •TOTAL REVENUE OF $683.5M, UP 62.7% •NET INCOME OF $41.9M, UP 111.9%; GAAP EPS OF $0.66, UP 69.2%; •ADJUSTED EBITDA OF $117.2M, UP 127.9%; ADJUSTED DILUTED EPS OF $0.95, UP 63.8% SIX-MONTH HIGHLIGHTS: •TOTAL REVENUE OF $1.5B, UP 66.4% •NET INCOME OF $164.7M, UP 70.4%; GAAP EPS OF $2.58, UP 34.4%;

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 15, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact nam

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 15, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): April 29, 2025 CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (I

Second Amendment, dated as of April 29, 2025, by and among CBIZ Operations, Inc., as borrower, the Company, the other Guarantors identified on the signature pages thereto, the Lenders identified on the signature pages thereto and Bank of America, N.A., as Agent (which includes the Credit Agreement as Annex A).

Exhibit 10.1 Execution Version SECOND AMENDMENT THIS SECOND AMENDMENT, dated as of April 29, 2025 (this “Amendment”), is entered into by and among CBIZ OPERATIONS, INC., an Ohio corporation (the “Borrower”), CBIZ, INC., a Delaware corporation (the “Company”), the other Guarantors identified on the signature pages hereto, the Lenders identified on the signature pages hereto and Bank of America, N.A

First Amendment to Amended and Restated Credit Agreement, dated March 7, 2025, by and among CBIZ Operations Inc., CBIZ, Inc., Bank of America, N.A., as Agent, and other financial institutions party hereto.

a2024cffirstamendment 14022003v3 FIRST AMENDMENT THIS FIRST AMENDMENT, dated as of March 7, 2025 (this “Amendment”), is entered into by and CBIZ OPERATIONS, INC.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 24, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

CBIZ REPORTS FIRST-QUARTER 2025 RESULTS FIRST-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 69.5% •NET INCOME UP 59.7%; GAAP DILUTED EPS UP 24.8% •ADJUSTED EBITDA UP 100.0%; ADJUSTED DILUTED EPS UP 40.5% •MARCUM INTEGRATION ON SCHEDULE

Exhibit 99.1 FOR IMMEDIATE RELEASE CBIZ REPORTS FIRST-QUARTER 2025 RESULTS FIRST-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 69.5% •NET INCOME UP 59.7%; GAAP DILUTED EPS UP 24.8% •ADJUSTED EBITDA UP 100.0%; ADJUSTED DILUTED EPS UP 40.5% •MARCUM INTEGRATION ON SCHEDULE CLEVELAND (April 24, 2025) – CBIZ, Inc., (NYSE: CBZ) (“CBIZ” or the “Company”), a leading national professional services advisor, today a

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Pro

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defi

CBIZ, INC. INSIDER TRADING POLICY

Exhibit 19.1 CBIZ, INC. INSIDER TRADING POLICY 1.General Purpose. Federal securities laws prohibit the purchase or sale of, or other transaction in, securities by persons who are aware of material, non-public information about a company, as well as the disclosure of material, non-public information about a company to others who then trade in the company’s securities (known as “tipping”). These tra

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC.

CBIZ, Inc.

Exhibit 21.1 CBIZ, Inc. Subsidiary Companies Subsidiary Company Name Jurisdiction of Formation 1099-Prep LLC NY AskMarcum ai LLC NY Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax &

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 26, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2024 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2024 RESULTS FOURTH-QUARTER HIGHLIGHTS: •MARCUM ACQUISITION CLOSED NOVEMBER 1, 2024 •FOURTH-QUARTER REVENUE UP 40.5%; SAME-UNIT REVENUE UP 6.4% •RESULTS INCLUDE MARCUM TRANSACTION AND INTEGRATION EXPENSES AND SEASONAL RESULTS FROM CONSOLIDATED OPERATIONS IN NOVEMBER AND DECEMBER FULL-YEAR HIGHLIGHTS: •TOTAL REVENUE UP 14.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 12, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 11, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 15, 2025 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

CBIZ BOARD ADDS KATHY RAFFA AS INDEPENDENT DIRECTOR

CBIZ BOARD ADDS KATHY RAFFA AS INDEPENDENT DIRECTOR CLEVELAND, OHIO – Jan. 21, 2025 – CBIZ, Inc. (NYSE: CBZ) ("the Company"), a leading national professional services advisor, today announced the appointment of Kathy Raffa as an independent director to the Company's Board of Directors, effective Jan. 15, 2025. Ms. Raffa was added to the Board of Directors pursuant to CBIZ’s acquisition of the non-

CBIZ APPOINTS BRAD LAKHIA AS NEXT CHIEF FINANCIAL OFFICER

CBIZ APPOINTS BRAD LAKHIA AS NEXT CHIEF FINANCIAL OFFICER Lakhia will succeed Ware H.

Regulation FD Disclosure, Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 27, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

EMPLOYMENT AGREEMENT

EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this “Agreement”), dated as of November 27, 2024 and effective as of March 17, 2025 (the “Effective Date”), is made by and between CBIZ, Inc.

CBZ / CBIZ, Inc. / Capital Research Global Investors - SEC SCHEDULE 13G Passive Investment

SC 13G 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* CBIZ, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate t

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact n

Financial Statements and Exhibits, Completion of Acquisition or Disposition of Assets

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 1, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION

Exhibit 99.1 UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION Introduction As previously disclosed, on July 30, 2024, CBIZ, Inc. (the “Company”) entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Marcum LLP, a New York registered limited liability partnership (“Marcum”), Marcum Advisory Group LLC, a Delaware limited liability company and wholly owned subsidiary

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Completion of Acquisition or Disposition of Assets

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 November 1, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

Amended and Restated Credit Agreement, dated November 1, 2024, by and among the Company, CBIZ Operations, Inc., Bank of America, N.A., as administrative agent, and the other financial institutions party thereto

Exhibit 10.1 Execution Version Published CUSIP Numbers Deal: 14985YAG0 Revolver: 14985YAH8 Term Loan: 14985YAJ4 AMENDED AND RESTATED CREDIT AGREEMENT Dated as of November 1, 2024 among CBIZ OPERATIONS, INC., as the Borrower, CBIZ, INC., BANK OF AMERICA, N.A., as Agent, a Lender, Issuing Bank and Swing Line Bank, and THE OTHER FINANCIAL INSTITUTIONS PARTY HERETO BANK OF AMERICA, N.A., PNC CAPITAL M

MARCUM LLP CONSOLIDATED BALANCE SHEETS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022 2023 2022 Assets Current Assets Cash and cash equivalents $ 7,503,195 $ 12,375,667 Fees receivable, net 186,234,614 181,754,524 Unbilled fees, net 65,850,516 71,212

Exhibit 99.2 Independent Auditor’s Report Executive Committee Marcum LLP and Subsidiaries New York, NY Opinion We have audited the consolidated financial statements of Marcum LLP and its subsidiaries (the Company), which comprise the consolidated balance sheets as of December 31, 2023 and 2022, and the related consolidated statements of income, changes in deficit, and cash flows for each of the th

CBIZ COMPLETES ACQUISITION OF MARCUM EXPECTED COMBINED ANNUALIZED REVENUE OF ~$2.8B

Exhibit 99.1 FOR IMMEDIATE RELEASE Media: Amy McGahan, Director of Corporate & Strategic Communications [email protected] Investor Relations: Lori Novickis, Director, Corporate Relations [email protected] CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ COMPLETES ACQUISITION OF MARCUM EXPECTED COMBINED ANNUALIZED REVENUE OF ~$2.8B CLEVELAND (November 1, 2024) – CBIZ, Inc. (NYSE: CBZ) (the “Compa

MARCUM LLP UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS AS OF JUNE 30, 2024 AND DECEMBER 31, 2023 6/30/24 12/31/23 Assets Current Assets Cash and cash equivalents $ 15,279,359 $ 7,503,195 Fees receivable, net 161,440,975 186,234,614 Unbilled fees,

Exhibit 99.3 MARCUM LLP UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS AS OF JUNE 30, 2024 AND DECEMBER 31, 2023 6/30/24 12/31/23 Assets Current Assets Cash and cash equivalents $ 15,279,359 $ 7,503,195 Fees receivable, net 161,440,975 186,234,614 Unbilled fees, net 134,210,998 65,850,516 Prepaid expenses and other current assets 34,985,411 25,951,795 Total Current Assets 345,916,743 285,540,120

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 29, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2024 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations -or- Amy McGahan Director of Corporate & Strategic Communications CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2024 RESULTS THIRD-QUARTER HIGHLIGHTS: •TOTAL REVENUE OF $438.9 MILLION, UP 6.9%; SAME-UNIT REVENUE UP 5.1% •NET INCOME UP

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 23, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defi

DEFM14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

CALCULATION OF FILING FEE TABLE Schedule 14A (Form Type) CBIZ, Inc. (Exact Name of Registrant as Specific in its Charter) Table 1: Transaction Valuation

Exhibit 107 CALCULATION OF FILING FEE TABLE Schedule 14A (Form Type) CBIZ, Inc. (Exact Name of Registrant as Specific in its Charter) Table 1: Transaction Valuation Proposed Maximum Aggregate Value of Transaction (1)  Fee Rate  Amount of Filing Fee Fees to Be Paid $2,170,024,037(1) 0.00014760 $320,296(2) Fees Previously Paid —  —  —  Total Transaction Valuation $2,170,024,037 —  —  Total Fees Due

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

PREM14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

Sixth Amendment to Loan Agreement, dated August 1, 2024, by and among CBIZ Benefit and Insurance Services, Inc. and the Huntington National Bank.

SIXTH AMENDMENT TO LOAN AGREEMENT THIS SIXTH AMENDMENT TO LOAN AGREEMENT (“this Sixth Amendment”) is made and entered into as of August 1, 2024, by and between CBIZ BENEFITS & INSURANCE SERVICES, INC.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

Agreement and Plan of Merger, dated July 30, 2024, among the Company, Marcum LLP, Marcum Advisory Group LLC, PMMS LLC, and Marcum Partners SPV LLC

Exhibit 2.1 AGREEMENT AND PLAN OF MERGER BY AND AMONG MARCUM LLP, MARCUM ADVISORY GROUP LLC, CBIZ, INC., PMMS LLC AND MARCUM PARTNERS SPV LLC, AS THE OWNER REPRESENTATIVE DATED AS OF July 30, 2024 TABLE OF CONTENTS Page ARTICLE 1 CERTAIN DEFINITIONS 2 Section 1.1 Certain Definitions 2 ARTICLE 2 THE MERGER 29 Section 2.1 Merger 29 Section 2.2 Closing of the Merger 29 Section 2.3 Deliveries at the C

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 31, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ TO ACQUIRE MARCUM

Exhibit 99.1 FOR IMMEDIATE RELEASE Media: Amy McGahan, Director of Corporate & Strategic Communications [email protected] Investor Relations: Lori Novickis, Director, Corporate Relations [email protected] CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ TO ACQUIRE MARCUM UPON CLOSING: • CBIZ COMBINED ANNUAL REVENUE WILL BE ~$2.8B • WILL SOLIDIFY CBIZ’S POSITION AS LEADING PROVIDER OF PROFESSIONA

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 30, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact na

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 30, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ, INC. | NYSE: CBZ Important Information CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This communication includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements

CBIZ & Marcum: Stronger Together. July 31, 2024 Exhibit 99.2 CBIZ, INC. | NYSE: CBZ Important Information CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This communication includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, included herein that address business perfor

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

DEFA14A 1 d861979ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

DEFA14A 1 d859459ddefa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2024 RESULTS AND ANNOUNCES AGREEMENT TO ACQUIRE MARCUM

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations -or- Amy McGahan Director of Corporate & Strategic Communications CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2024 RESULTS AND ANNOUNCES AGREEMENT TO ACQUIRE MARCUM SECOND-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 5.4%; SAME-UNIT REVEN

Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 30, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 9, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS E

CBIZ REPORTS FIRST-QUARTER 2024 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations -or- Amy McGahan Director of Corporate & Strategic Communications CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2024 RESULTS FIRST-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 8.7%; SAME-UNIT REVENUE UP 5.9% •GAAP EPS UP 6.3%; ADJUSTED EPS UP 5.5% •NET INC

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 25, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Definitive Proxy State

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Definitive Proxy State

10.16 †

Exhibit 10.16 CBIZ, INC. 2019 OMNIBUS INCENTIVE PLAN GRANT NOTICE RESTRICTED SHARE UNITS CBIZ, Inc. (the “Company”) hereby grants to the Participant named below Restricted Share Units (“Restricted Share Units” or “RSUs”) pursuant to the CBIZ, Inc. 2019 Omnibus Incentive Plan (the “Plan”) in the number specified below, which shall vest in accordance with the Vesting Schedule. Each RSU corresponds i

SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2022 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Adv

Exhibit 21.1 SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2022 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax & Advisory of Maryland, LLC DE CBIZ

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC.

† *

Exhibit 97.1 CBIZ, Inc. Compensation Recoupment Policy (Required by Section 303A.14 of the NYSE Listed Company Manual) Compensation Recovery Subject to the limited exceptions set forth herein, with respect to the compensation of executive officers and former executive officers subject to this policy as described under “Applicability” below, CBIZ, Inc. and its subsidiaries (the “Company”) will reco

DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934

Exhibit 4.3 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 CBIZ, Inc. (the “company,” “we,” “us,” and “our”) has one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended: our common stock, $0.01 par value per share, which we refer to as our common stock. Shares of our common stock are

10.17* †

Exhibit 10.17 CBIZ, INC. 2019 OMNIBUS INCENTIVE PLAN GRANT NOTICE PERFORMANCE SHARE UNITS CBIZ, Inc. (the “Company”) hereby grants to the Participant named below Performance Share Units (“Performance Share Units” or “PSUs”) pursuant to the CBIZ, Inc. 2019 Omnibus Incentive Plan, as amended (the “Plan”) in the number specified below (the “Target Award Opportunity”) covering the three-year Performan

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 15, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2023 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2023 RESULTS FOURTH-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 11.0%; SAME-UNIT REVENUE UP 6.8% FULL-YEAR HIGHLIGHTS: •TOTAL REVENUE UP 12.7%; SAME-UNIT REVENUE UP 7.4% •GAAP EPS UP 18.9%; ADJU

CBZ / CBIZ, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0557-cbizinc.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: CBIZ Inc Title of Class of Securities: Common Stock CUSIP Number: 124805102 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to designate the rule pursuant

CBZ / CBIZ, Inc. / DIMENSIONAL FUND ADVISORS LP - SEC SCHEDULE 13G Passive Investment

SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 10 )* CBIZ Inc (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 7, 2024 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

CBZ / CBIZ, Inc. / P2 Capital Partners, LLC - SC 13D/A Activist Investment

SC 13D/A 1 tm244178d1sc13da.htm SC 13D/A United States Securities and Exchange Commission Washington, D.C. 20549 Schedule 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* CBIZ, Inc. (Name of Issuer) Common Stock, $0.01 Par Value (Title of Class of Securities) 124805102 (CUSIP Number) Jason Carri P2 Capital Partners, LLC 590 Madison Avenue, 25th Floor New York, New York 10022 (212)

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 26, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact n

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2023 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2023 RESULTS THIRD-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 13.0%; SAME-UNIT REVENUE UP 8.3% •GAAP EPS UP 26.4%; ADJUSTED EPS UP 29.4% •NET INCOME UP 22.6%; ADJUSTED EBITDA UP 34.2% NINE-MONT

Amendment to Loan Agreement by and among CBIZ Benefit and Insurance Services, Inc. and the Huntington National Bank.

FIFTH AMENDMENT TO LOAN AGREEMENT THIS FIFTH AMENDMENT TO LOAN AGREEMENT (“this Fifth Amendment”) is made and entered into as of August 3, 2023, by and between CBIZ BENEFITS & INSURANCE SERVICES, INC.

ing Fee Table

EXHIBIT 107 Calculation of Filing Fee Tables Form S-8 (Form Type) CBIZ, Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock 457(c) and Rule 457(h) 1

As filed with the Securities and Exchange Commission on July 27, 2023

As filed with the Securities and Exchange Commission on July 27, 2023 Registration No.

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 27, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2023 RESULTS AND RAISES FULL-YEAR 2023 REVENUE GUIDANCE

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2023 RESULTS AND RAISES FULL-YEAR 2023 REVENUE GUIDANCE SECOND-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 10.1%; SAME-UNIT REVENUE UP 4.1% •GAAP EPS DOWN 11.7%; ADJUSTED EPS DOWN 12.7% •NET IN

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

55 Amendment No. 1 to the 2019 CBIZ, Inc. Omnibus Incentive Plan This Amendment to the CBIZ, Inc. 2019 Omnibus Incentive Plan (the “Plan”), made pursuant to the right to amend reserved in Section 20.1 of the Plan, amends the Plan as follows, effectiv

amendmenttoomnibusincent 55 Amendment No. 1 to the 2019 CBIZ, Inc. Omnibus Incentive Plan This Amendment to the CBIZ, Inc. 2019 Omnibus Incentive Plan (the “Plan”), made pursuant to the right to amend reserved in Section 20.1 of the Plan, amends the Plan as follows, effective May 10, 2023, and following the effective date of a Form S-8A filed with the SEC: 1. Section 4.1 of the Plan is hereby amen

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 10, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact nam

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 10, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

CBIZ REPORTS FIRST-QUARTER 2023 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2023 RESULTS FIRST-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 16.1%; SAME-UNIT REVENUE UP 10.0% •GAAP EPS UP 30.9%; ADJUSTED EPS UP 23.7% •NET INCOME UP 25.9%; ADJUSTED EBITDA UP 22.0% CLEVELAND (April 27, 20

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 27, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact n

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 27, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

DEFA14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Se ction 14(a) of the Securities Exchange Act of 1934

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Se ction 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 16, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact n

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 March 16, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2022 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Adv

Exhibit 21.1 SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2022 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax & Advisory of Maryland, LLC DE CBIZ

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC.

EX-10.13

fourthamendmenttoloanagr

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 16, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2022 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2022 RESULTS FOURTH-QUARTER HIGHLIGHTS: •TOTAL REVENUE UP 21.5%; SAME-UNIT REVENUE UP 10.1% FULL-YEAR HIGHLIGHTS: •TOTAL REVENUE UP 27.8%; SAME-UNIT REVENUE UP 10.9% •GAAP EPS UP 52.3%; AD

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 6, 2023 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

CBIZ BOARD APPOINTS RODNEY A. YOUNG AS INDEPENDENT DIRECTOR

Exhibit 99.1 CBIZ BOARD APPOINTS RODNEY A. YOUNG AS INDEPENDENT DIRECTOR CLEVELAND (February 9, 2023) – CBIZ, Inc. (NYSE: CBZ) (“the Company”), a leading national provider of financial, insurance and advisory services, today announced the appointment of Rodney A. Young as independent director to the Company’s Board of Directors, effective February 6, 2023. Mr. Young is currently the Chief Executiv

CBZ / CBIZ, Inc. / DIMENSIONAL FUND ADVISORS LP - SEC SCHEDULE 13G Passive Investment

SC 13G/A 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 9 )* CBIZ Inc (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) December 30, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate

CBZ / CBIZ, Inc. / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment

SC 13G 1 tv0535-cbizinc.htm SCHEDULE 13G SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: CBIZ Inc. Title of Class of Securities: Common Stock CUSIP Number: 124805102 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule

CBZ / CBIZ, Inc. / Allspring Global Investments Holdings, LLC Passive Investment

SC 13G/A 1 CBIZ12312022.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1) CBIZ INC (Name of Issuer) COM (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2022 RESULTS AND INCREASES FULL-YEAR 2022 GUIDANCE

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2022 RESULTS AND INCREASES FULL-YEAR 2022 GUIDANCE THIRD-QUARTER HIGHLIGHTS: ?TOTAL REVENUE UP 28.5%; SAME-UNIT REVENUE UP 12.3% ?GAAP EPS UP 29.3%; ADJUSTED EPS UP 24.4% ?INCOME FROM CONT

Amendment to Loan Agreement by and among CBIZ Benefit and Insurance, Inc. and The Huntington National Bank.

cbizthirdamendmenttoloan

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact n

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 27, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

Regulation FD Disclosure

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 11, 2022 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Number)

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 28, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2022 RESULTS AND RAISES FULL-YEAR 2022 GUIDANCE

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2022 RESULTS AND RAISES FULL-YEAR 2022 GUIDANCE SECOND-QUARTER HIGHLIGHTS: ?TOTAL REVENUE UP 29.9%; SAME-UNIT REVENUE UP 11.4% ?GAAP EPS UP 275.0%; ADJUSTED EPS UP 26.0% ?INCOME FROM CONT

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 10, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

Entry into a Material Definitive Agreement, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 4, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS E

$600,000,000 SECOND AMENDED AND RESTATED CREDIT AGREEMENT Dated as of May 4, 2022 among CBIZ OPERATIONS, INC., as the Borrower, CBIZ, INC., BANK OF AMERICA, N.A., as Agent, a Lender, Issuing Bank and Swing Line Bank, and THE OTHER FINANCIAL INSTITUTI

Exhibit 10.1 Execution Version $600,000,000 SECOND AMENDED AND RESTATED CREDIT AGREEMENT Dated as of May 4, 2022 among CBIZ OPERATIONS, INC., as the Borrower, CBIZ, INC., BANK OF AMERICA, N.A., as Agent, a Lender, Issuing Bank and Swing Line Bank, and THE OTHER FINANCIAL INSTITUTIONS PARTY HERETO BOFA SECURITIES, INC., PNC CAPITAL MARKETS LLC and THE HUNTINGTON NATIONAL BANK, as Joint Lead Arrange

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

CBIZ REPORTS FIRST-QUARTER 2022 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2022 RESULTS FIRST-QUARTER HIGHLIGHTS: ?TOTAL REVENUE UP 30.3%; SAME-UNIT REVENUE UP 9.6% ?GAAP EPS UP 19.6%; ADJUSTED EPS UP 28.3% ?INCOME FROM CONTINUING OPERATIONS UP 15.8%; ADJUSTED EBITDA UP 26.7% C

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 28, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 12, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

DEF 14A 1 d203002ddef14a.htm DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ☒ Filed by a party other than the Registrant ☐ Check the appropriate box: ☐

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant ? Filed by a party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC.

SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2021 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Adv

Exhibit 21.1 SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2021 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax & Advisory of Maryland, LLC DE CBIZ

CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2021 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2021 RESULTS FOURTH-QUARTER HIGHLIGHTS: ?TOTAL REVENUE UP 15.0%; SAME-UNIT REVENUE UP 9.4% FULL-YEAR HIGHLIGHTS: ?TOTAL REVENUE UP 14.6%; SAME-UNIT REVENUE UP 7.7% ?GAAP EPS DOWN 7.0% ?ADJ

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 17, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 10, 2022 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Numbe

CBZ / CBIZ, Inc. / DIMENSIONAL FUND ADVISORS LP - SEC SCHEDULE 13G Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 8 )* CBIZ Inc (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is f

CBZ / CBIZ, Inc. / Allspring Global Investments Holdings, LLC Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) CBIZ INC (Name of Issuer) COM (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Ru

CBIZ, INC. | PROPRIETARY AND CONFIDENTIAL PAGE CBIZ M&A Strategy Forward-looking Statements & Non-GaAP Measures Forward-looking statements in this presentation are made pursuant to the safe harbor provisions of the Private Securities Litigation Refor

CBIZ M&A Strategy and Recent Acquisitions January 12, 2022 Jerry Grisko, President & Chief Executive Officer Ware Grove, Chief Financial Officer Chris Spurio, President, Financial Services Your Team.

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 12, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

Regulation FD Disclosure, Entry into a Material Definitive Agreement, Unregistered Sales of Equity Securities, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 January 6, 2022 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (I

Purchase Agreement, dated January 6, 2022, among CBIZ, Inc., CBIZ Acquisition 42, LLC, Marks Paneth LLP and all of the individuals who are equity partners of Marks Paneth.

Exhibit 2.1 Execution Version ASSET PURCHASE AGREEMENT AMONG CBIZ, INC. CBIZ ACQUISITION 42, LLC MARKS PANETH LLP AND THE PARTNERS OF MARKS PANETH LLP NAMED HEREIN DATED January 6, 2022 TABLE OF CONTENTS ARTICLE 1 PURCHASE AND SALE 1 Section 1.1 Acquired Assets 1 Section 1.2 Excluded Assets 3 Section 1.3 Assumed Liabilities; Retained Liabilities 3 Section 1.4 Non-Assignment of Certain Acquired Ass

CBIZ ACQUIRES MARKS PANETH LLP NYC ACCOUNTING FIRM TO ADD $138 MILLION TO 2022 REVENUE

Exhibit 99.1 CBIZ ACQUIRES MARKS PANETH LLP NYC ACCOUNTING FIRM TO ADD $138 MILLION TO 2022 REVENUE ? Highly strategic and complementary financial services acquisition. ? Enhances presence and capacity in key markets and expands service offerings for existing and prospective clients. ? Adds $138 million in annual revenue. ? Expected to be immediately accretive with a contribution to adjusted EPS o

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 28, 2021 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2021 RESULTS AND RAISES FULL-YEAR 2021 GUIDANCE

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2021 RESULTS AND RAISES FULL-YEAR 2021 GUIDANCE THIRD-QUARTER HIGHLIGHTS: ?TOTAL REVENUE UP 18.6% ?SAME-UNIT REVENUE UP 8.3% ?EPS UP 13.9% NINE-MONTH HIGHLIGHTS: ?TOTAL REVENUE UP 14.5% ?S

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact n

Third Amendment to Loan Agreement by and among CBIZ Benefit and Insurance, Inc. and The Huntington National Bank

CBIZ, INC. 6050 Oak Tree Boulevard, South Suite 500 Cleveland, Ohio 44131

CBIZ, INC. 6050 Oak Tree Boulevard, South Suite 500 Cleveland, Ohio 44131 August 27, 2021 VIA EDGAR United States Securities and Exchange Commission Division of Corporation Finance Office of Trade & Services Mail Stop 3561 100 F. Street, N.E. Washington, D.C. 20549 Attn: Abe Friedman and Theresa Brillant Re: CBIZ, Inc. Form 10-K for Fiscal Year Ended December 31, 2020 Filed February 26, 2021 File

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 12, 2021 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (I

CBIZ Board Appoints Richard T. Marabito as Independent Director

Exhibit 99.1 CBIZ Board Appoints Richard T. Marabito as Independent Director August 12, 2021 CLEVELAND, Aug. 12, 2021 /PRNewswire/ ? CBIZ, Inc. (NYSE: CBZ) (?the Company?), a leading provider of financial, insurance and advisory services, today announced the appointment of Richard T. Marabito as independent director to the Company?s Board of Directors, effective August 12, 2021. The appointment of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 July 29, 2021 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2021 RESULTS AND RAISES FULL-YEAR 2021 REVENUE GUIDANCE

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2021 RESULTS AND RAISES FULL-YEAR 2021 REVENUE GUIDANCE SECOND-QUARTER HIGHLIGHTS: ?TOTAL REVENUE UP 17.6% ?SAME-UNIT REVENUE UP 10.5% ?EPS DOWN 59%; ADJUSTED EPS UP 28.2% FIRST-HALF HIGH

Regulation FD Disclosure, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 June 30, 2021 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ REACHES SETTLEMENT AGREEMENT WITH UPMC

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REACHES SETTLEMENT AGREEMENT WITH UPMC CLEVELAND (June 30, 2021) ? CBIZ, Inc. (NYSE: CBZ) (?the Company?), a leading provider of financial, insurance and advisory services, today announced an agreement to settle the previously disclosed University of Pittsburgh Med

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 13, 2021 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ REPORTS FIRST-QUARTER 2021 RESULTS; RAISES FULL-YEAR 2021 GUIDANCE

EX-99.1 2 q12021earningrelease.htm EX-99.1 - PRESS RELEASE Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2021 RESULTS; RAISES FULL-YEAR 2021 GUIDANCE FIRST-QUARTER HIGHLIGHTS: •TOTAL REVENUE +8.4% •SAME-UNIT REVENUE +3.6% •EPS FROM CONTINUING OPERAT

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 29, 2021 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

- DEF 14A

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14

Annual Report - 10-K

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC.

SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2020 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LL DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advi

Exhibit 21.1 SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2020 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LL DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax & Advisory of Maryland, LLC DE CBIZ

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 18, 2021 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2020 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2020 RESULTS FOURTH-QUARTER HIGHLIGHTS: •TOTAL REVENUE +3.9% •SAME-UNIT REVENUE +1.1% FULL-YEAR HIGHLIGHTS: •TOTAL REVENUE +1.6% •SAME-UNIT REVENUE -0.4% •EPS FROM CONTINUING OPERATIONS +1

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 11, 2021 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Numbe

SCHEDULE 13G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7 )* CBIZ Inc (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is f

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2020 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2020 RESULTS THIRD-QUARTER HIGHLIGHTS: • TOTAL REVENUE -0.6% • SAME-UNIT REVENUE -2.0% • EPS FROM CONTINUING OPERATIONS +12.5% • ADJUSTED EBITDA +8.3% NINE-MONTH HIGHLIGHTS: • TOTAL REVENU

Quarterly Report - CBZ-10Q-2020930

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact n

cbz-8k_20201029.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 29, 2020 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Number

Second Amendment to Loan Agreement by and among CBIZ Benefits and Insurance, Inc. and The Huntington National Bank.

Exhibit 10.1 SECOND AMENDMENT TO LOAN AGREEMENT THIS SECOND AMENDMENT TO LOAN AGREEMENT (“this Second Amendment”) is made and entered into as of August 6, 2020, by and between CBIZ BENEFITS & INSURANCE SERVICES, INC., a Missouri corporation (the “Borrower”), and THE HUNTINGTON NATIONAL BANK, a national banking association (the “Lender”). Recitals: A.The Borrower and the Lender are parties to that

CBIZ Board Appoints A. Haag Sherman As Independent Director

EX-99.1 Exhibit 99.1 CBIZ Board Appoints A. Haag Sherman As Independent Director CLEVELAND, Aug. 10, 2020 /PRNewswire/ — CBIZ, Inc. (NYSE: CBZ) (“the Company”), a leading provider of financial, insurance and advisory services, today announced the appointment of A. Haag Sherman as independent director to the Company’s Board of Directors, effective August 6, 2020. The appointment of Mr. Sherman fill

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 6, 2020 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2020 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2020 RESULTS SECOND-QUARTER HIGHLIGHTS: • Total revenue increases 0.6% • Same-unit revenue down 1.4% • EPS from continuing operations increases 30.0% • Adjusted EBITDA increases 24.7% FIR

Quarterly Report - CBZ-10Q-20200630

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

Financial Statements and Exhibits, Results of Operations and Financial Condition - CBZ-8K-2020 Q2

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2020 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Number) (

Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 14, 2020 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IRS

CBIZ REPORTS FIRST-QUARTER 2020 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2020 RESULTS FIRST-QUARTER HIGHLIGHTS: • Total revenue increases 2.8% • Same-unit revenue increases 0.9% • EPS $0.66 vs. $0.67 in prior-year first quarter • Adjusted EBITDA $57.0 million vs. $57.7 millio

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2020 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Number) (IR

Quarterly Report - CBZ-10Q-20200331

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

CBZ / CBIZ, Inc. DEF 14A - - DEF 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☑ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☑ Defin

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): March 20, 2020 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (I

Description of the Registrant’s Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934

Exhibit 4.3 DESCRIPTION OF THE REGISTRANT’S SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of December 31, 2019, CBIZ, Inc. (the “Company,” “we,” “us,” and “our”) had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended: our common stock, $0.01 par value per share, which we refer to as our common stock. Share

Annual Report - 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC. (Exact name of re

List of Subsidiaries of CBIZ, Inc.

Exhibit 21.1 SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2019 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax & Advisory of Maryland, LLC DE CBIZ

CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2019 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2019 RESULTS FOURTH-QUARTER HIGHLIGHTS: • TOTAL REVENUE +2.1% • SAME-UNIT REVENUE +0.1% FULL-YEAR HIGHLIGHTS: • TOTAL REVENUE +2.9% • SAME-UNIT REVENUE +2.0% • EPS FROM CONTINUING OPERATIO

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 20, 2020 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Numbe

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON FEBRUARY 20, 2020

Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON FEBRUARY 20, 2020 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President, CEO & Director Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Andrew Nicolas - William Blair & Company L.L.C.; Analyst Stefanos Crist - CJS Securities, Inc.; Analyst James MacDon

CBZ / CBIZ, Inc. / Burgundy Asset Management Ltd. - SC 13G/A Passive Investment

SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 8)* CBIZ Inc. (Name of Issuer) Common (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule i

CBZ / CBIZ, Inc. / CARDINAL CAPITAL MANAGEMENT LLC /CT Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.

CBZ / CBIZ, Inc. / DIMENSIONAL FUND ADVISORS LP - SCHEDULE 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6)* CBIZ INC (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2019 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is fi

Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 6, 2020 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2019 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Number

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON OCTOBER 30, 2019

Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON OCTOBER 30, 2019 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President, CEO & Director Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Jim MacDonald - First Analysis Securities Corporation; Analyst Trevor Romeo - William Blair & Company L.L.C.; Analyst

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2019 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2019 RESULTS THIRD-QUARTER HIGHLIGHTS: • TOTAL REVENUE +6.9% • SAME-UNIT REVENUE +5.6% • EPS FROM CONTINUING OPERATIONS +33.3% NINE-MONTH HIGHLIGHTS: • TOTAL REVENUE +3.1% • SAME-UNIT REVE

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact n

First Amendment to Loan Agreement by and among CBIZ Benefits and Insurance, Inc. and The Huntington National Bank.

Exhibit 10.1 FIRST AMENDMENT TO LOAN AGREEMENT THIS FIRST AMENDMENT TO LOAN AGREEMENT (“this First Amendment”) is made and entered into as of August 8, 2019, by and between CBIZ BENEFITS & INSURANCE SERVICES, INC., a Missouri corporation (the “Borrower”), and THE HUNTINGTON NATIONAL BANK, a national banking association (the “Lender”). Recitals: A.The Borrower and the Lender are parties to that cer

CBZ / CBIZ, Inc. / P2 Capital Partners, LLC - SC 13D Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 CBIZ, Inc. (Name of Issuer) Class A Common Stock, $0.01 Par Value (Title of Class of Securities) 124805102 (CUSIP Number) Jason Carri P2 Capital Partners, LLC 590 Madison Avenue 25th Floor New York, NY 10022 (212) 508-5500 (Name, Address and Telephone Number of Person Auth

JOINT FILING AGREEMENT

EXHIBIT (99.1) JOINT FILING AGREEMENT In accordance with Rule 13D-1(k)(1) promulgated under the Securities Exchange Act of 1934, the undersigned agree to the joint filing of a Statement on Schedule 13D (including any and all amendments thereto) with respect to the Shares of Class A Common Stock, $0.01 Par Value of CBIZ, Inc. and further agree to the filing of this agreement as an Exhibit thereto.

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2019 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2019 RESULTS SECOND-QUARTER HIGHLIGHTS: • TOTAL REVENUE +1.2% • SAME-UNIT REVENUE +1.2% • EPS FROM CONTINUING OPERATIONS +30.4% FIRST-HALF HIGHLIGHTS: • TOTAL REVENUE +1.4% • SAME-UNIT RE

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2019 CBIZ, Inc. (Exact name of Registrant as Specified in Its Charter) Delaware 001-32961 22-2769024 (State or Other Jurisdiction of Incorporation) (Commission File Number) (

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON JULY 31, 2019

Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON JULY 31, 2019 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President, CEO & Director Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Jim MacDonald - First Analysis Securities Corporation; Analyst Tim McHugh - William Blair & Company L.L.C.; Analyst Stef

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

10.10 †

EX-4.2 Exhibit 4.2 CBIZ, Inc. 2019 Omnibus Incentive Plan Effective May 9, 2019 Contents Article 1. Establishment, Purpose A-1 Article 2. Definitions A-1 Article 3. Administration A-6 Article 4. Shares Subject to The Plan, Maximum Awards and Minimum Vesting Standards A-8 Article 5. Eligibility and Participation A-10 Article 6. Stock Options A-10 Article 7. Stock Appreciation Rights A-12 Article 8.

Amended and Restated Bylaws of the Company, effective as of July 31, 2000.

EX-3.3 Exhibit 3.3 AMENDED AND RESTATED BYLAWS OF CENTURY BUSINESS SERVICES, INC. ARTICLE 1 Offices Section 1.1 Registered Office. The registered office of Century Business Services, Inc., a Delaware corporation (the “Corporation”) shall be located at Corporation Trust Center, 1209 Orange Street, Wilmington, Delaware 19801. Section 1.2 Offices. The Corporation may establish or discontinue, from ti

CBZ / CBIZ, Inc. S-8 POS - - S-8 POS

S-8 POS As filed with the Securities and Exchange Commission on May 24, 2019 Registration No.

Amended and Restated Certificate of Incorporation of the Company, effective as of August 7, 2000.

EX-3.1 Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF CENTURY BUSINESS SERVICES, INC. Century Business Services, Inc. (the “Corporation”), a corporation organized and existing under and by virtue of the General Corporation Law of the State of Delaware, DOES HEREBY CERTIFY: FIRST: That the present name of the Corporation is Century Business Services, Inc. The Corporation was origi

Submission of Matters to a Vote of Security Holders

8-K 1 d748885d8k.htm FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 9, 2019 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (

Quarterly Report - 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

CBIZ REPORTS FIRST-QUARTER 2019 RESULTS; AFFIRMS FULL-YEAR GUIDANCE

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2019 RESULTS; AFFIRMS FULL-YEAR GUIDANCE FIRST-QUARTER HIGHLIGHTS: • REVENUE +1.5% • SAME-UNIT REVENUE +1.0% • EPS FROM CONTINUING OPERATIONS +4.7% CLEVELAND (April 25, 2019) – CBIZ, Inc. (NYSE: CBZ) tod

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON APRIL 25, 2019

Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON APRIL 25, 2019 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President, CEO & Director Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Christopher Paul Moore CJS Securities, Senior Research Analyst Marc Frye Riddick Sidoti & Company, Business and Consume

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 25, 2019 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

Schedule 14A

DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

Annual Report - 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC. (Exact name of re

List of Subsidiaries of CBIZ, Inc.

Exhibit 21.1 SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2018 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax & Advisory of Maryland, LLC DE CBIZ

CBIZ REPORTS FOURTH-QUARTER AND TWELVE-MONTH 2018 RESULTS

Exihibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FOURTH-QUARTER AND TWELVE-MONTH 2018 RESULTS FOURTH-QUARTER HIGHLIGHTS: • REVENUE +2.0% • SAME-UNIT REVENUE +0.4% FULL-YEAR HIGHLIGHTS: • REVENUE +7.8% • SAME-UNIT REVENUE +4.7% • EPS FROM CONTINUING OPERATIONS +18.5

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 February 13, 2019 Date of Report (Date of earliest event reported) CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON FEBRUARY 13, 2019

Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON FEBRUARY 13, 2019 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President and CEO Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Christopher Paul Moore CJS Securities, Senior Research Analyst Timothy John McHugh William Blair & Company LLC, Research Div

CBZ / CBIZ, Inc. / CARDINAL CAPITAL MANAGEMENT LLC /CT Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.

CBZ / CBIZ, Inc. / Burgundy Asset Management Ltd. - SC 13G AMENDMENT NO. 7 Passive Investment

SC 13G Amendment No. 7 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 7)* CBIZ Inc. (Name of Issuer) Common (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which t

Other Events

Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 6, 2019 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File

CBZ / CBIZ, Inc. / DIMENSIONAL FUND ADVISORS LP - SCHEDULE 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5)* CBIZ INC (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2018 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is fi

CBZ / CBIZ, Inc. CORRESP

Correspondence CBIZ, INC. 6050 Oak Tree Boulevard, South Suite 500 Cleveland, Ohio 44131 December 18, 2018 VIA EDGAR United States Securities and Exchange Commission Division of Corporation Finance Mail Stop 3561 100 F. Street, N.E. Washington, D.C. 20549 Attn: Diane Fritz, Staff Accountant Christine Dietz, Assistant Chief Accountant Re: CBIZ, Inc. Form 10-K for the Fiscal Year Ended December 31,

CBZ / CBIZ, Inc. CORRESP

Correspondence CBIZ, INC. 6050 Oak Tree Boulevard, South Suite 500 Cleveland, Ohio 44131 November 28, 2018 VIA EDGAR United States Securities and Exchange Commission Division of Corporation Finance Mail Stop 3561 100 F. Street, N.E. Washington, D.C. 20549 Attn: Diane Fritz, Staff Accountant Christine Dietz, Assistant Chief Accountant Re: CBIZ, Inc. Form 10-K for the Fiscal Year Ended December 31,

CBZ / CBIZ, Inc. CORRESP

Correspondence November 13, 2018 VIA EDGAR Stephen Krikorian, Accounting Branch Chief Office of Information Technologies and Services Mail Stop 4561 United States Securities and Exchange Commission Washington, D.

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2018 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2018 RESULTS THIRD-QUARTER HIGHLIGHTS: • TOTAL REVENUE +8.0% • SAME-UNIT REVENUE +6.3% • EPS FROM CONTINUING OPERATIONS +33.3% NINE-MONTH HIGHLIGHTS: • TOTAL REVENUE +9.5% • SAME-UNIT REVE

Financial Statements and Exhibits, Results of Operations and Financial Condition

8-K 1 cbz-8k20180930.htm 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 October 31, 2018 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporatio

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON OCTOBER 31, 2018

EX-99.2 3 cbz-ex9926.htm EX-99.2 Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON OCTOBER 31, 2018 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President and CEO Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Christopher Paul Moore CJS Securities, Senior Research Analyst James Robert MacDonald First

Loan Agreement dated as of August 16, 2018 by and among CBIZ Benefits and Insurance, Inc. and The Huntington National Bank.

Exhibit 10.1 LOAN AGREEMENT dated as of August 16, 2018 between CBIZ BENEFITS & INSURANCE SERVICES, INC. and THE HUNTINGTON NATIONAL BANK This LOAN AGREEMENT (this “Agreement”) is made and entered into as of August 16, 2018 between CBIZ BENEFITS & INSURANCE SERVICES, INC., a Missouri corporation (the “Borrower”) and THE HUNTINGTON NATIONAL BANK, a national banking association (the “Lender”). ARTIC

CBZ / CBIZ, Inc. 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact n

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON AUGUST 2, 2018

Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON AUGUST 2, 2018 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President and CEO Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Christopher Paul Moore CJS Securities, Senior Research Analyst James Robert MacDonald First Analysis Securities Corporation, Re

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2018 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2018 RESULTS SECOND-QUARTER HIGHLIGHTS: • TOTAL REVENUE +10.2% • SAME-UNIT REVENUE +5.9% • EPS FROM CONTINUING OPERATIONS OF $0.23,+15.0% FIRST-HALF HIGHLIGHTS: • TOTAL REVENUE +10.2% • S

Financial Statements and Exhibits, Results of Operations and Financial Condition

8-K 1 cbz-8k20180802.htm 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 August 2, 2018 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation)

CBZ / CBIZ, Inc. 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name o

Submission of Matters to a Vote of Security Holders

Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 May 10, 2018 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Numb

CBZ / CBIZ, Inc. 10-Q (Quarterly Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, Inc. (Exact name

CBIZ REPORTS FIRST-QUARTER 2018 RESULTS

Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2018 RESULTS FIRST-QUARTER HIGHLIGHTS: • REVENUE +10.2% • SAME-UNIT REVENUE +5.8% • EPS FROM CONTINUING OPERATIONS +42.2% CLEVELAND (April 26, 2018) – CBIZ, Inc. (NYSE: CBZ) today announced financial res

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 26, 2018 Date of Report (Date of earliest event reported) CBIZ, Inc. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number) (IR

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON APRIL 26, 2018

Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON APRIL 26, 2018 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President and CEO Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Chris Moore CJS Securities, Analyst PRESENTATION Operator Good morning. Welcome to the CBIZ First Quarter 2018 Results Conferen

CBZ / CBIZ, Inc. DEF 14A

DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.

Amended and Restated Credit Agreement, dated as of April 3, 2018, by and among CBIZ Operations, Inc., CBIZ, Inc., Bank of America, N.A., as administrative agent, and the other financial institutions from time to time party thereto.

EX-10.1 Exhibit 10.1 EXECUTION VERSION $400,000,000 AMENDED AND RESTATED CREDIT AGREEMENT Dated as of April 3, 2018 among CBIZ OPERATIONS, INC., as the Borrower, CBIZ, INC., BANK OF AMERICA, N.A., as Agent, a Lender, Issuing Bank and Swing Line Bank, and THE OTHER FINANCIAL INSTITUTIONS PARTY HERETO MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, as Sole Lead Arranger and Bookrunner JPMORGAN C

Entry into a Material Definitive Agreement, Financial Statements and Exhibits

8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 April 3, 2018 Date of Report (Date of earliest event reported) CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File Number)

List of Subsidiaries of CBIZ, Inc.

Exhibit 21.1 SUBSIDIARY COMPANIES OF CBIZ, INC. DECEMBER 31, 2017 Company Name State of Formation Associated Insurance Agents, Inc. MN CBIZ Accounting, Tax & Advisory of Atlanta, LLC DE CBIZ Accounting, Tax & Advisory of Chicago, LLC DE CBIZ Accounting, Tax & Advisory of Colorado, LLC DE CBIZ Accounting, Tax & Advisory of Kansas City, LLC OH CBIZ Accounting, Tax & Advisory of Maryland, LLC DE CBIZ

CBZ / CBIZ, Inc. 10-K (Annual Report)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2017 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-32961 CBIZ, INC. (Exact name of re

Financial Statements and Exhibits, Results of Operations and Financial Condition

cbz-8k20180215.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 15, 2018 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Comm

CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2017 RESULTS

cbz-ex9917.htm Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FOURTH-QUARTER AND FULL-YEAR 2017 RESULTS FOURTH-QUARTER HIGHLIGHTS: ? REVENUE +9.1% ? SAME-UNIT REVENUE +3.9% ? EPS FROM CONTINUING OPERATIONS $0.08; EXCLUDING IMPACT OF TAX REFORM $0.04 FULL-YEAR HIGH

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON FEBRUARY 15, 2018

EX-99.2 3 cbz-ex9926.htm EX-99.2 Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON FEBRUARY 15, 2018 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. – President and CEO Ware H. Grove CBIZ, Inc. – CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Jim Macdonald First Analysis Securities Corporation, Managing Director, Research Division S

Other Events

Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 8, 2018 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission File

CBZ / CBIZ, Inc. / CARDINAL CAPITAL MANAGEMENT LLC /CT Passive Investment

SC 13G/A 1 d782037213g-a.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* CBIZ, Inc. (Name of Issuer) Common Stock, Par Value $0.01 Per Share (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to

CBZ / CBIZ, Inc. / Burgundy Asset Management Ltd. - SCHEDULE 13G AMENDMENT NO. 6 Passive Investment

SC 13G/A 1 d539092dsc13ga.htm SCHEDULE 13G AMENDMENT NO. 6 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 6)* CBIZ Inc. (Name of Issuer) Common (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to de

CBZ / CBIZ, Inc. / FIRST MANHATTAN CO - NONE Passive Investment

SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* CBIZ INC (Name of Issuer) COMMON (Title of Class of Securities) 124805102 (CUSIP Number) Calendar Year 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which

CBZ / CBIZ, Inc. / DIMENSIONAL FUND ADVISORS LP - SCHEDULE 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* CBIZ INC (Name of Issuer) Common Stock (Title of Class of Securities) 124805102 (CUSIP Number) December 31, 2017 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is fi

CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2017 RESULTS

cbz-ex9916.htm Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS THIRD-QUARTER AND NINE-MONTH 2017 RESULTS THIRD-QUARTER HIGHLIGHTS: ? REVENUE +4.0% ? SAME-UNIT REVENUE -0.8% ? INCOME FROM CONTINUING OPERATIONS -10.2% ? EPS FROM CONTINUING OPERATIONS -10.0% NINE-MONT

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON NOVEMBER 2, 2017

cbz-ex9927.htm Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON NOVEMBER 2, 2017 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. ? President and CEO Ware H. Grove CBIZ, Inc. ? CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS Jim Macdonald First Analysis Securities Corporation, Analyst Joan Tong Sidoti & Company, LLC - Research Analys

Financial Statements and Exhibits, Results of Operations and Financial Condition

8-K 1 cbz-8k20171102.htm 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): November 2, 2017 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporati

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2017 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, INC. (Exact n

TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON AUGUST 3, 2017

cbz-ex9926.htm Exhibit 99.2 TRANSCRIPT OF EARNINGS CONFERENCE CALL HELD ON AUGUST 3, 2017 CORPORATE PARTICIPANTS Jerome P. Grisko CBIZ, Inc. ? President and CEO Ware H. Grove CBIZ, Inc. ? CFO and SVP Lori Novickis CBIZ, Inc. - Director of Corporate Relations CONFERENCE CALL PARTICIPANTS James Macdonald First Analysis Securities Corporation, Analyst Joan Tong Sidoti & Company, LLC - Research Analys

CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2017 RESULTS

cbz-ex9917.htm Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS SECOND-QUARTER AND FIRST-HALF 2017 RESULTS SECOND-QUARTER HIGHLIGHTS: ? REVENUE +7.1% ? SAME-UNIT REVENUE +3.8% ? INCOME FROM CONTINUING OPERATIONS +36.1% ? EPS FROM CONTINUING OPERATIONS +25.0% FIRST-H

Financial Statements and Exhibits, Results of Operations and Financial Condition, Submission of Matters to a Vote of Security Holders

cbz-8k20170803.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): May 11, 2017 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 1-32961 22-2769024 (State or other jurisdiction of incorporation) (Commissio

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2017 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBIZ, INC. (Exact name o

Submission of Matters to a Vote of Security Holders

Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities and Exchange Act of 1934 Date of Report (Date of earliest event reported): May 11, 2017 CBIZ, INC. (Exact name of registrant as specified in its charter) Delaware 001-32961 22-2769024 (State or other jurisdiction of incorporation) (Commission Fi

CBIZ 10-Q (Quarterly Report)

cbz-10q20170331.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2017 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-32961 CBI

CBIZ REPORTS FIRST-QUARTER 2017 RESULTS

EX-99.1 Exhibit 99.1 FOR IMMEDIATE RELEASE CONTACT: Ware Grove Chief Financial Officer -or- Lori Novickis Director, Corporate Relations CBIZ, Inc. Cleveland, Ohio (216) 447-9000 CBIZ REPORTS FIRST-QUARTER 2017 RESULTS FIRST-QUARTER HIGHLIGHTS: ? REVENUE +7.7% ? SAME-UNIT REVENUE +2.1% ? INCOME FROM CONTINUING OPERATIONS +14.8% ? EPS FROM CONTINUING OPERATIONS +9.8% CLEVELAND (April 27, 2017) ? CBI