Pacific Investment Management Company is a firm that provides investment management, financial advisor, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, Illinois, Oregon, and Pennsylvania (although they are present in other states as well).
Most Pacific Investment Management Company clients are health and welfare funds, labor unions, and grantmaking foundations with revenues ranging from $10 million to $314 million.
Previous legal names, trade names, or just variations of their name include: Pacific Investment Management Company LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Y & H Soda Foundation | 501(c)(3) | Moraga, CA | ||
| 2 | Indiana University Health (IU Health) | 501(c)(3) | Indianapolis, IN | ||
| 3 | PHILA HOSPITAL and HEALTH CARE District 1199C Training and Upgrading Fund | 501(c)(3) | Philadelphia, PA | ||
| 4 | Electrical Insurance Trustees | 501(c)(9) | Alsip, IL | ||
| 5 | Local 812 Health Fund | 501(c)(9) | Great Neck, NY | ||
| 6 | IBEW Electrial Workers General Welfare Fund | 501(c)(9) | Warrenville, IL | ||
| 7 | Local No 4 SEIU Health and Welfare Fund | 501(c)(9) | Chicago, IL | ||
| 8 | Oregon Education Association (OEA) | 501(c)(5) | Portland, OR | ||
| 9 | IBEW Local No 98 Sound and Communication Workers Health and Welfare Plan | 501(c)(8) | Philadelphia, PA | ||
| 10 | Teamsters Benefit Trust | 501(c)(9) | Fremont, CA | ||
| ... | and 15 more Pacific Investment Management Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pacific Investment Management Company in the nonprofit sector include Fiduciary Investment Advisors, Proaccount, Minnesota Life Insurance Company, RBC Capital Markets, Healthcare Community Securities Cor, Sei, Benefit Plans Admin Services, Inc., Oneamerica Retirement Services LLC, Wells Fargo Clearing Services LLC, and State Street Global Advisors.
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