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CBIZ, Inc. (CBZ) Material Contracts

CBIZ, Inc. Material Contracts

Every material contract the company filed as Exhibit 10 (executive pay plans, credit agreements, supplier and indemnity agreements), newest first, with the filing's own description.

  • 2026-08-04: Form 10-Q; Exhibit 10.2; Description Eighth Amendment to Loan Agreement, dated July 30, 2026, by and among CBIZ Benefit and Insurance Services, Inc. and Huntington National Bank..
  • 2026-07-29: Form 8-K; Exhibit 10.1; Description CBIZ, Inc. Change in Control Severance Plan, dated as of July 28, 2026..
  • 2026-04-30: Form 10-Q; Exhibit 10.3; Description Consulting Agreement, dated March 2, 2026, by and between CBIZ, Inc. and Chris Spurio..
  • 2026-04-30: Form 10-Q; Exhibit 10.1; Description Form of Indemnification Agreement.
FiledFormExhibitDescription
2026-08-0410-Q10.2Eighth Amendment to Loan Agreement, dated July 30, 2026, by and among CBIZ Benefit and Insurance Services, Inc. and Huntington National Bank.
2026-07-298-K10.1CBIZ, Inc. Change in Control Severance Plan, dated as of July 28, 2026.
2026-04-3010-Q10.3Consulting Agreement, dated March 2, 2026, by and between CBIZ, Inc. and Chris Spurio.
2026-04-3010-Q10.1Form of Indemnification Agreement
2026-02-2610-K10.6Second Amended and Restated Employment Agreement between the Company and Ware Grove dated February 25, 2026.
2025-07-3110-Q10.2Seventh Amendment to Loan Agreement, dated July 31, 2025, by and among CBIZ Benefit and Insurance Services, Inc. and Huntington National Bank.
2025-04-298-K10.1Second 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).
2025-04-2510-Q10.1First 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.
2024-12-038-K10.1Employment Agreement, dated November 27, 2024, between the Company and Mr. Lakhia.
2024-11-018-K10.1Amended 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
2024-08-0110-Q10.1Sixth Amendment to Loan Agreement, dated August 1, 2024, by and among CBIZ Benefit and Insurance Services, Inc. and the Huntington National Bank.
2024-02-2310-K10.17Form of CBIZ Performance Share Agreement
2024-02-2310-K10.16Form of CBIZ Restricted Share Unit Agreement
2023-10-2610-Q10.1Amendment to Loan Agreement by and among CBIZ Benefit and Insurance Services, Inc. and the Huntington National Bank.
2023-02-2410-K10.13Fourth Amendment to Loan Agreement, dated August 1, 2022, by and among CBIZ Benefit and Insurance, Inc. and the Huntington National Bank.
2022-10-2810-Q10.1Amendment to Loan Agreement by and among CBIZ Benefit and Insurance, Inc. and The Huntington National Bank.
2022-05-068-K10.1EX-10.1- SECOND AMENDED AND RESTATED CREDIT FACILITY
2021-10-2910-Q10.1Third Amendment to Loan Agreement by and among CBIZ Benefit and Insurance, Inc. and The Huntington National Bank
2020-11-0210-Q10.1Second Amendment to Loan Agreement by and among CBIZ Benefits and Insurance, Inc. and The Huntington National Bank.
2019-11-0110-Q10.1First Amendment to Loan Agreement by and among CBIZ Benefits and Insurance, Inc. and The Huntington National Bank.
2018-11-0110-Q10.1Loan Agreement dated as of August 16, 2018 by and among CBIZ Benefits and Insurance, Inc. and The Huntington National Bank.
2018-04-058-K10.1Amended 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.
2017-04-048-K10.1AMENDED AND RESTATED EMPLOYMENT AGREEMENT
2016-09-088-K10.1Employment Agreement between Jerome P. Grisko, Jr. and CBIZ, Inc., dated September 1, 2016.
2016-05-0310-Q10.1Consulting agreement by and between the Company and Steven L. Gerard, dated March 9, 2016.
2015-11-0310-Q10.1Second Amendment to Credit Agreement by and among CBIZ Operations, Inc., CBIZ, Inc., and Bank of America, N.A., as agent, lender, issuing bank, and as swing line issuing bank.
2015-04-138-K10.1First Amendment to Credit Agreement by and among CBIZ Operations, Inc., CBIZ, Inc., and Bank of America, N.A., as agent, lender, issuing bank, and the other financial institutions from time to time party to the Credit Agreement.
2014-08-018-K10.1Credit Agreement dated as of July 28, 2014 by and among CBIZ Operations, Inc., CBIZ, Inc., and Bank of America, N.A., as agent, lender, issuing bank, and the other financial institutions from time to time party to the Credit Agreement.
2013-08-018-K10.1Stock Purchase Agreement, dated July 26, 2013, among CBIZ, Inc., Westbury (Bermuda) Ltd., Westbury Trust, and Michael G. DeGroote.
2012-09-048-K10.1Third Amendment to the Credit Agreement, dated as of August 30, 2012, by and among CBIZ, Inc., Bank of America, N.A., as administrative agent, and the other financial institutions from time to time party to the Credit Agreement.
2011-08-0910-Q10.1CBIZ, Inc. 2002 Amended and Restated Stock Incentive Plan (Amended and Restated as of May 12, 2011).
2011-04-138-K10.1Second Amendment to the Credit Agreement, dated as of April 11, 2011, by and among CBIZ, Inc., Bank of America, N.A., as administrative agent, and the other financial institutions from time to time party to the Credit Agreement.
2010-09-278-K10.1Purchase Agreement, dated as of September 21, 2010, between CBIZ, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as representative of the initial purchasers named in Schedule A thereto.
2010-09-178-K10.2First Amendment to Credit Agreement, dated as of September 14, 2010, by and among CBIZ, Inc., the Guarantors (as defined in the Credit Agreement), the several financial institutions from time to time party thereto, and Bank of America, N.A., as administrative agent.
2010-09-178-K10.1Stock and Option Purchase Agreement dated September 14, 2010, by and among Westbury (Bermuda) Ltd., Westbury Trust, Michael G. DeGroote, and CBIZ, Inc.
2010-06-108-K10.1Credit Agreement dated as of June 4, 2010 by and among CBIZ, Inc., Bank of America, N.A., as agent, lender, issuing bank and swing line bank, and the other financial institutions from time to time party to the Credit Agreement.

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