Cause IQ vendor profile

CBIZ Retirement Plan Services


CBIZ Retirement Plan Services is a firm that provides actuarial services, third party administration, administrative support, consulting services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Maryland (although they are present in other states as well).

Most CBIZ Retirement Plan Services clients are health and welfare funds, colleges, universities, and professional schools, hospitals, and professional associations with revenues ranging from $6.7 million to $154 million.

Primary location:
Uniontown, OH
Clients in:
OH, KS, PA, AZ, IL
Identified clients:
22
Avg client size:
$214 mil revenue
Median client size:
$20 mil revenue

CBIZ Retirement Plan Services client list

  Name Type Location
1 American Trucking Associations (ATA) 501(c)(6) Washington, DC
2 Hood College 501(c)(3) Frederick, MD
3 Melmark 501(c)(3) Berwyn, PA
4 Maryland Institute College of Art (MICA) 501(c)(3) Baltimore, MD
5 Dallas Symphony Orchestra (DSO) 501(c)(3) Dallas, TX
6 Lester E Cox Medical Centers 501(c)(3) Springfield, MO
7 Ohio Wesleyan University (OWU) 501(c)(3) Delaware, OH
8 SERV Behavioral Health System 501(c)(3) Ewing, NJ
9 Magnifi Financial Credit Union 501(c)(14) Melrose, MN
10 Northern Cochise Community Hospital (NCCH) 501(c)(3) Willcox, AZ
... and 12 more CBIZ Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ

CBIZ Retirement Plan Services competitors

Competitors to CBIZ Retirement Plan Services in the nonprofit sector include The Retirement Advantage, Inc, Benesys Inc., Reliance Trust Company, Pentegra Services Inc., Definiti, LLC, The Angell Pension Group, Inc., Usi Consulting Group, CBIZ Benefits and Insurance Services, Futureplan By Ascensus, and Benesys Inc.

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