Union Bank is a company that provides commercial bank, fiduciary trustee, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Union Bank clients are health and welfare funds with revenues ranging from $10 million to $537 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Wayne and Gladys Valley Foundation | 501(c)(3) | Oakland, CA | ||
| 2 | The Better Business Bureau of METROPOLITAN NEW YORK | 501(c)(6) | New York, NY | ||
| 3 | Community Hospital of the Monterey Peninsula | 501(c)(3) | Monterey, CA | ||
| 4 | Motion Picture Industry Pension and Health Plans (MPIPHP) | 501(c)(9) | Studio City, CA | ||
| 5 | Sup Welfare Plan | 501(c)(9) | San Francisco, CA | ||
| 6 | Alpert and Alpert Foundation | 501(c)(3) | Los Angeles, CA | ||
| 7 | Operating Engineers Health and Welfare Fund | 501(c)(9) | Pasadena, CA | ||
| 8 | Teamsters Miscellaneous Security Fund | 501(c)(9) | Pasadena, CA | ||
| 9 | Writers Guild-Industry Health Fund | 501(c)(9) | Burbank, CA | ||
| 10 | Construction Laborers Vacation Trust FOR Southern California | 501(c)(9) | Covina, CA | ||
| ... | and 17 more Union Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Union Bank in the nonprofit sector include Capital Research and Management, Charles Schwab Trust Bank, Kestra Advisory Services LLC, Matrix Trust Company, Raymond James and Associates, Wilmington Trust, Ubs, Fidelity, Alerus Financial, N.a., and TD Ameritrade Trust Company.
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