First Person Benefit Advisors 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 Indiana and New York (although they are present in other states as well).
Most First Person Benefit Advisors clients are educational support services, health and welfare funds, fitness and recreational sports centers, and religious organizations with revenues ranging from $26 million to $82 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Strada Education Foundation | 501(c)(3) | Indianapolis, IN |
| 2 | Young Men's Christian Association of Greater Indianapolis | 501(c)(3) | Indianapolis, IN |
| 3 | Jewish Federation of Greater Indianapolis (JFGI) | 501(c)(3) | Indianapolis, IN |
| 4 | Project Lead the Way (PLTW) | 501(c)(3) | Indianapolis, IN |
| 5 | Dsra Benefit Trust | 501(c)(9) | Rochester, NY |
Competitors to First Person Benefit Advisors in the nonprofit sector include Cambridge Investment Research, Mma Securities LLC, NFP Retirement Inc., Raymond James Financial Services, CBIZ Retirement Plan Services, Unum, Hub International Northwest LLC, Paynewest Insurance Inc, CBIZ Financial Solutions Inc, and Voya Financial Advisors Inc.
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