Marco Consulting Group, Inc. is a firm that provides financial advisor, consulting services, investment management, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Maryland, California, Connecticut, Missouri, New York, and Pennsylvania (although they are present in other states as well).
Most Marco Consulting Group, Inc. clients are health and welfare funds with revenues ranging from $13 million to $61 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | IBEW Local No 98 Sound and Communication Workers Health and Welfare Plan | 501(c)(8) | Philadelphia, PA |
| 2 | IBEW Local 43 and Electrical Contractors Welfare Fund Board of Trustees | 501(c)(9) | Syracuse, NY |
| 3 | IBEW Local 332 Health Welfare Plan | 501(c)(9) | San Jose, CA |
| 4 | International Brotherhood of Eletrl Workers HLTH and WLFR FND Local 124 | 501(c)(9) | Kansas City, MO |
| 5 | Truck Drivers and Helpers Local Union No 355 Health and Welfare Plan | 501(c)(9) | Baltimore, MD |
| 6 | Health and Welfare Fund IBEW Local 96 | 501(c)(9) | Wallingford, CT |
| 7 | Trustees of the Mid Atlantic Regional Health Fund | 501(c)(9) | Frederick, MD |
Competitors to Marco Consulting Group, Inc. in the nonprofit sector include Cambridge Investment Research, Raymond James Financial Services, Fiduciary Investment Advisors, Towers Watson, Segall Bryant and Hamill, Prime Buchholz and Associates, Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., and Ameriprise Financial Services.
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