Fifth Third Bank Retirement Service is a firm that provides financial advisor, investment management, commercial bank, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio, Indiana, and Kentucky (although they are present in other states as well).
Most Fifth Third Bank Retirement Service clients are hospitals, health and welfare funds, and civic and social organizations with revenues ranging from $38 million to $358 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The American Legion | 501(c)(19) | Indianapolis, IN | ||
| 2 | Cincinnati Children's Hospital Medical Center (CCHMC) | 501(c)(3) | Cincinnati, OH | ||
| 3 | Disabled American Veterans | 501(c)(4) | Erlanger, KY | ||
| 4 | Cincinnati USA Regional Chamber | 501(c)(6) | Cincinnati, OH | ||
| 5 | Christian Healthcare Ministries | 501(c)(3) | Barberton, OH | ||
| 6 | Deaconess Henderson Hospital | 501(c)(3) | Henderson, KY | ||
| 7 | Otterbein Seniorlife | 501(c)(3) | Lebanon, OH | ||
| 8 | Talbert House | 501(c)(3) | Cincinnati, OH | ||
| 9 | Cincinnati Center City Development Corporation (3CDC) | 501(c)(3) | Cincinnati, OH | ||
| 10 | Deaconess Gibson Hospital | 501(c)(3) | Princeton, IN | ||
| ... | and 8 more Fifth Third Bank Retirement Service not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Fifth Third Bank Retirement Service in the nonprofit sector include Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Fiduciary Investment Advisors, State Street Global Advisors, RBC Capital Markets, Sei, Alerus Financial, N.a., Matrix Trust Company, Raymond James and Associates, and Wilmington Trust.
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