Cause IQ vendor profile

Umr


Umr is a firm that provides administrative support, insurance agent or broker, third party administration, investment management, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Kentucky (although they are present in other states as well).

Most Umr clients are health and welfare funds and outpatient health care practitioners and facilities with revenues ranging from $18 million to $181 million.

Previous legal names, trade names, or just variations of their name include: Umr Taft-Hartley Consulting.

Primary location:
Lexington, KY
All locations:
NV, OH, NY, KY, WI, UT
Identified clients:
150
Avg client size:
$132 mil revenue
Median client size:
$37 mil revenue

Umr client list

 NameTypeLocation
1Cleveland Clinic501(c)(3)Independence, OH
2NRECA Group Benefits Trust501(c)(9)Arlington, VA
3Urban Institute501(c)(3)Washington, DC
4National Restaurant Association (NRA)501(c)(6)Washington, DC
5St Edward's University501(c)(3)Austin, TX
6Bank Street College of Education501(c)(3)New York, NY
7Fellowship Village / Fellowship Senior Living501(c)(3)Basking Ridge, NJ
8Churchill School and Center501(c)(3)New York, NY
9Camelot Community Care501(c)(3)Clearwater, FL
10Goodwill of Central and Southern Indiana501(c)(3)Indianapolis, IN
...and 140 more Umr not-for-profit tax-exempt clients identified by Cause IQ

Umr competitors

Competitors to Umr in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Minnesota Life Insurance Company, Fidelity Investments Institutional, Transamerica, Excellus Blue Cross Blue Shield, Lincoln Financial Group, Community Insurance Company, Optumrx Inc, United Healthcare Insurance Company, and Blue Cross Blue Shield Of Michigan.

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