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 (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 $6.0 million to $149 million.

Primary location:
Uniontown, OH
Clients in:
AZ, PA, OH, IL, MD, KS
Identified clients:
21
Avg client size:
$223 mil revenue
Median client size:
$24 mil revenue

CBIZ Retirement Plan Services client list

  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 CoxHealth 501(c)(3) Springfield, MO
5 Ohio Wesleyan University (OWU) 501(c)(3) Delaware, OH
6 SERV Behavioral Health System 501(c)(3) Hamilton, NJ
7 Northern Cochise Community Hospital (NCCH) 501(c)(3) Willcox, AZ
8 Magnifi Financial Credit Union 501(c)(14) Melrose, MN
9 Pipefitters Union Local No 537 Health and Welfare Fund 501(c)(9) Dorchester, MA
10 Southern Pine Inspection Bureau (SPIB) 501(c)(6) Pensacola, FL
... and 11 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 Aon Hewitt, Blue Cross Blue Shield Of Kansas, CBIZ, Newport Group, Inc., Buck Global LLC, Blue Cross Blue Shield Of Michigan, Minnesota Life Insurance Company, Futureplan By Ascensus, Benesys Inc, and CBIZ Benefits and Insurance Services.

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