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 $511 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 | Operating Engineers Health and Welfare Fund | 501(c)(9) | Pasadena, CA | ||
| 7 | Writers Guild-Industry Health Fund | 501(c)(9) | Burbank, CA | ||
| 8 | Teamsters Miscellaneous Security Fund | 501(c)(9) | Pasadena, CA | ||
| 9 | Construction Laborers Vacation Trust For Southern California | 501(c)(9) | Covina, CA | ||
| 10 | Entertainment Industry Flex Plan | 501(c)(9) | Los Angeles, 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 Matrix Trust Company, Fidelity, Alerus Financial, N.a., Capital Research and Management, Charles Schwab Trust Bank, Kestra Advisory Services LLC, Wilmington Trust, Raymond James and Associates, Ubs, and TD Ameritrade Trust Company.
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