CBIZ Retirement Plan Services is a firm that provides actuarial services, administrative support, third party administration, consulting services, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Ohio and 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, trade associations, and professional associations with revenues ranging from $6.6 million to $176 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Columbia University | 501(c)(3) | New York, NY | ||
| 2 | United States Chamber of Commerce (USCC) | 501(c)(6) | Washington, DC | ||
| 3 | American Trucking Associations (ATA) | 501(c)(6) | Washington, DC | ||
| 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 | Lester E Cox Medical Centers | 501(c)(3) | Springfield, MO | ||
| 8 | Ohio Wesleyan University (OWU) | 501(c)(3) | Delaware, OH | ||
| 9 | OhioHealth O'Bleness Hospital | 501(c)(3) | Athens, OH | ||
| 10 | SERV Behavioral Health System | 501(c)(3) | Ewing, NJ | ||
| ... | and 16 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 CBIZ Benefits and Insurance Services, Benesys Inc, Segal Consulting, Minnesota Life Insurance Company, Buck Global LLC, Blue Cross Blue Shield Of Michigan, Capfinancial Partners, LLC, Alliant Insurance Services, Inc., Ascensus, and Newport Group, Inc..
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