Cause IQ vendor profile

Davidson Benefits Planning LLC


Davidson Benefits Planning LLC is a firm that provides insurance agent or broker and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Oregon (although they are present in other states as well).

Most Davidson Benefits Planning LLC clients are elementary and secondary schools, colleges, universities, and professional schools, outpatient health care practitioners and facilities, residential mental health and substance abuse facilities, social advocacy organizations, and grantmaking foundations with revenues ranging from $41 million to $158 million.

Previous legal names, trade names, or just variations of their name include: Davidson Benefits Planning.

Primary location:
Tigard, OR
Clients in:
OR
Identified clients:
7
Avg client size:
$90 mil revenue
Median client size:
$67 mil revenue

Davidson Benefits Planning LLC client list

  Name Type Location
1 OHSU Foundation 501(c)(3) Portland, OR
2 Linfield University 501(c)(3) Mcminnville, OR
3 Virginia Garcia Memorial Health Center (VGMHC) 501(c)(3) Aloha, OR
4 French International School of Oregon (FAIS) 501(c)(3) Portland, OR
5 Oregon State University Foundation 501(c)(3) Corvallis, OR
6 Morrison Child and Family Services 501(c)(3) Portland, OR
7 Latino Network 501(c)(3) Portland, OR

Davidson Benefits Planning LLC competitors

Competitors to Davidson Benefits Planning LLC in the nonprofit sector include Captrust, CBIZ Retirement Plan Services, Northwestern Mutual Investment Serv, Healthcare Community Securities Cor, Paynewest Insurance Inc, Wells Fargo Clearing Services LLC, Unum, Cambridge Investment Research, Cambridge Investment Research Inc, and Hub International Northwest LLC.

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