Principal is a firm that provides investment management, insurance, fiduciary trustee, administrative support, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Ohio (although they are present in other states as well).
Most Principal clients are health and welfare funds, hospitals, grantmaking foundations, direct life, health, and medical insurance carriers, colleges, universities, and professional schools, and trade associations with revenues ranging from $18 million to $639 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Healthcare Information and Management Systems Society (HIMSS) | 501(c)(6) | Chicago, IL | ||
| 2 | Group Health | 501(c)(3) | Minneapolis, MN | ||
| 3 | Point Park University | 501(c)(3) | Pittsburgh, PA | ||
| 4 | La Rabida Children's Hospital | 501(c)(3) | Chicago, IL | ||
| 5 | Covenant HealthCare | 501(c)(3) | Saginaw, MI | ||
| 6 | Family Health Services of Darke County | 501(c)(3) | Greenville, OH | ||
| 7 | Adec | 501(c)(3) | Bristol, IN | ||
| 8 | Triad Foundation | 501(c)(3) | Ithaca, NY | ||
| 9 | Dominican University New York | 501(c)(3) | Orangeburg, NY | ||
| 10 | Florida Court Clerks and Comptrollers | 501(c)(6) | Tallahassee, FL | ||
| ... | and 15 more Principal not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Principal in the nonprofit sector include Ubs Financial Services Inc, Blue Cross Blue Shield Of Kansas, Massachusetts Mutual Life Insurance Co., Independence Blue Cross, Axa Equitable Life Insurance, Umr, Principal Financial Group, Cigna Healthcare, Brighthouse Life Insurance Company, and Usi Consulting Group.
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