CBIZ Retirement Plan Services is a firm that provides actuarial services, administrative support, third party administration, consulting services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Maryland and Ohio (although they are present in other states as well).
Most CBIZ Retirement Plan Services clients are health and welfare funds, colleges, universities, and professional schools, hospitals, trade associations, and professional associations with revenues ranging from $6.6 million to $144 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Columbia University | 501(c)(3) | New York, NY | ||
| 2 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 3 | Hood College | 501(c)(3) | Frederick, MD | ||
| 4 | Maryland Institute College of Art (MICA) | 501(c)(3) | Baltimore, MD | ||
| 5 | Dallas Symphony Orchestra (DSO) | 501(c)(3) | Dallas, TX | ||
| 6 | The Franklin Institute | 501(c)(3) | Philadelphia, PA | ||
| 7 | CoxHealth | 501(c)(3) | Springfield, MO | ||
| 8 | Ohio Wesleyan University (OWU) | 501(c)(3) | Delaware, OH | ||
| 9 | SERV Behavioral Health System | 501(c)(3) | Ewing, NJ | ||
| 10 | United Disability Services | 501(c)(3) | Akron, OH | ||
| ... | and 16 more CBIZ Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to CBIZ Retirement Plan Services in the nonprofit sector include Minnesota Life Insurance Company, Buck Global LLC, Blue Cross Blue Shield Of Michigan, Capfinancial Partners, LLC, The Retirement Advantage, Inc, The Angell Pension Group, Inc., Usi Consulting Group, Benesys Inc., Reliance Trust Company, and Marsh and Mclennan Agency.
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