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 $156 million.
| 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 | CoxHealth | 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 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 The Angell Pension Group, Inc., Definiti, LLC, The Retirement Advantage, Inc, Usi Consulting Group, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Pentegra Services Inc., Benesys Inc., Blue Cross Blue Shield Of Michigan, and Buck Global LLC.
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