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, and hospitals with revenues ranging from $7.9 million to $149 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 2 | Hood College | 501(c)(3) | Frederick, MD | ||
| 3 | Maryland Institute College of Art (MICA) | 501(c)(3) | Baltimore, MD | ||
| 4 | Dallas Symphony Orchestra (DSO) | 501(c)(3) | Dallas, TX | ||
| 5 | CoxHealth | 501(c)(3) | Springfield, MO | ||
| 6 | Ohio Wesleyan University (OWU) | 501(c)(3) | Delaware, OH | ||
| 7 | SERV Behavioral Health System | 501(c)(3) | Ewing, NJ | ||
| 8 | Northern Cochise Community Hospital (NCCH) | 501(c)(3) | Willcox, AZ | ||
| 9 | Magnifi Financial Credit Union | 501(c)(14) | Melrose, MN | ||
| 10 | Pipefitters Union Local No 537 Health and Welfare Fund | 501(c)(9) | Dorchester, MA | ||
| ... | and 11 more CBIZ Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to CBIZ Retirement Plan Services in the nonprofit sector include Usi Consulting Group, Pentegra Services Inc., Reliance Trust Company, Benesys Inc., The Angell Pension Group, Inc., The Retirement Advantage, Inc, Definiti, LLC, Merrill Lynch Pierce Fenner and Smith, Minnesota Life Insurance Company, and Buck Global LLC.
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