Cause IQ vendor profile

CBIZ Retirement Plan Services


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, and professional associations with revenues ranging from $7.1 million to $132 million.

Primary location:
Uniontown, OH
All locations:
AZ, KS, IL, PA, OH
Identified clients:
26
Avg client size:
$208 mil revenue
Median client size:
$21 mil revenue

CBIZ Retirement Plan Services client list

 NameTypeLocation
1Columbia University501(c)(3)New York, NY
2American Trucking Associations (ATA)501(c)(6)Washington, DC
3Hood College501(c)(3)Frederick, MD
4Maryland Institute College of Art (MICA)501(c)(3)Baltimore, MD
5Dallas Symphony Orchestra (DSO)501(c)(3)Dallas, TX
6The Franklin Institute501(c)(3)Philadelphia, PA
7CoxHealth501(c)(3)Springfield, MO
8Ohio Wesleyan University (OWU)501(c)(3)Delaware, OH
9SERV Behavioral Health System501(c)(3)Ewing, NJ
10United Disability Services501(c)(3)Akron, OH
...and 16 more CBIZ Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ

CBIZ Retirement Plan Services competitors

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, CBIZ Benefits and Insurance Services, Benesys Inc, Newport Group, Inc., Alliant Insurance Services, Inc., Benesys Inc., and The Retirement Advantage, Inc.

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