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 and Ohio (although they are present in other states as well).

Most CBIZ Retirement Plan Services clients are colleges, universities, and professional schools, health and welfare funds, hospitals, and professional associations with revenues ranging from $7.9 million to $159 million.

Primary location:
Uniontown, OH
Clients in:
OH, PA, KS, AZ, IL
Identified clients:
25
Avg client size:
$211 mil revenue
Median client size:
$20 mil revenue

CBIZ Retirement Plan Services client list

  Name Type Location
1 Columbia University 501(c)(3) New York, NY
2 American Trucking Associations (ATA) 501(c)(6) Washington, DC
3 Hood College 501(c)(3) Frederick, MD
4 Maryland Institute College of Art (MICA) 501(c)(3) Baltimore, MD
5 Dallas Symphony Orchestra (DSO) 501(c)(3) Dallas, TX
6 The Franklin Institute 501(c)(3) Philadelphia, PA
7 CoxHealth 501(c)(3) Springfield, MO
8 Ohio Wesleyan University (OWU) 501(c)(3) Delaware, OH
9 SERV Behavioral Health System 501(c)(3) Ewing, NJ
10 United Disability Services 501(c)(3) Akron, OH
... and 15 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 Minnesota Life Insurance Company, Buck Global LLC, Capfinancial Partners, LLC, Blue Cross Blue Shield Of Michigan, Marsh and Mclennan Agency, The Angell Pension Group, Inc., Definiti, LLC, The Retirement Advantage, Inc, Usi Consulting Group, and Benesys Inc..

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