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.
| 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 | ||||
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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