National Investment Services is a firm that provides investment management, financial advisor, fiduciary trustee, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Illinois, Michigan, and Missouri (although they are present in other states as well).
Most National Investment Services clients are health and welfare funds with revenues ranging from $26 million to $166 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Service Employees International Union - Licensed Ushers & Ticket Takers 176 (SEIU) | 501(c)(5) | Washington, DC | ||
| 2 | Pipe Fitters Welfare Fund Local 597 | 501(c)(9) | Chicago, IL | ||
| 3 | Chicago and Vicinity Laborers' District Council Retiree Health and Welfare Plan | 501(c)(9) | Westchester, IL | ||
| 4 | Plumbers Welfare Fund Local 1301 UA | 501(c)(9) | Chicago, IL | ||
| 5 | Teamsters Local 727 Health and Welfare Fund | 501(c)(9) | Park Ridge, IL | ||
| 6 | Sheet Metal Workers Local 73 Welfare Fund | 501(c)(9) | Hillside, IL | ||
| 7 | Chicago Area Ib of T Health and Welfare Trust Fund | 501(c)(9) | Downers Grove, IL | ||
| 8 | BAC Administrative District Council 1 of Illinois | 501(c)(9) | Elmhurst, IL | ||
| 9 | International Association of Heat and Frost Insulators Local 17 Welfare Fund | 501(c)(9) | Tinley Park, IL | ||
| 10 | Oregon Homecare Workers Supplemental Trust | 501(c)(5) | Mukilteo, WA | ||
| ... | and 33 more National Investment Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to National Investment Services in the nonprofit sector include Charles Schwab Bank, Ascensus, Massachusetts Mutual Life Insurance Co., Newport Group, Inc., Newport Trust Company, Sei Investments, Vanguard Group, Inc., Bank Of New York Mellon, Comerica Bank, and Morgan Stanley Smith Barney LLC.
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