U S Bank, N.a. is a company that provides commercial bank, investment management, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California, Washington, and Oregon (although they are present in other states as well).
Most U S Bank, N.a. clients are health and welfare funds with revenues ranging from $12 million to $155 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Jewish Federation Council of Greater LA | 501(c)(3) | Los Angeles, CA | ||
| 2 | Motion Picture Industry Pension and Health Plans (MPIPHP) | 501(c)(9) | Studio City, CA | ||
| 3 | International Union of Operating Engineers Local 399 Health and Welfare Tru | 501(c)(9) | Chicago, IL | ||
| 4 | California Society of Certified Public Accountants | 501(c)(6) | Sacramento, CA | ||
| 5 | Sound Health & Wellness Trust | 501(c)(9) | Bothell, WA | ||
| 6 | Locals 302 and 612 International Union of Operating Engineers Const Ind Health and Security Plan | 501(c)(9) | Seattle, WA | ||
| 7 | Inlandboatmen's Union of the Pacific National Health Benefit Trust | 501(c)(9) | Seattle, WA | ||
| 8 | Unite Here Northwest Health Trust Fund | 501(c)(9) | Seattle, WA | ||
| 9 | Plumbing and Pipefitting Industry State of Washington Health and Welfare Fund | 501(c)(9) | Seattle, WA | ||
| 10 | California Teachers Association Employees' Health and Welfare Benefits Trust | 501(c)(9) | Alameda, CA | ||
| ... | and 14 more U S Bank, N.a. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to U S Bank, N.a. in the nonprofit sector include Fiduciary Investment Advisors, Minnesota Life Insurance Company, Cambridge Investment Research Inc, Capital Research and Management Company, Oneamerica Retirement Services LLC, RBC Capital Markets, Sei, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., and Ubs Financial Services.
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