Principal Financial Group is a firm that provides actuarial services, insurance, investment management, third party administration, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).
Most Principal Financial Group clients are hospitals, credit unions, and trade associations with revenues ranging from $19 million to $351 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Sierra Club | 501(c)(4) | Oakland, CA | ||
| 2 | American College of Surgeons (ACS) | 501(c)(3) | Chicago, IL | ||
| 3 | American Speech-Language-Hearing Association (ASHA) | 501(c)(6) | Rockville, MD | ||
| 4 | Easter Seals | 501(c)(3) | Chicago, IL | ||
| 5 | U.S. Tire Manufacturers Association (USTMA) | 501(c)(6) | Washington, DC | ||
| 6 | Aluminum Association | 501(c)(6) | Arlington, VA | ||
| 7 | Easterseals Southern California | 501(c)(3) | Irvine, CA | ||
| 8 | John T Mather Memorial Hospital | 501(c)(3) | Westbury, NY | ||
| 9 | United Way Worldwide | 501(c)(3) | Alexandria, VA | ||
| 10 | Grand Chapter of the Delta Sigma Theta Sorority | 501(c)(7) | Washington, DC | ||
| ... | and 182 more Principal Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Principal Financial Group in the nonprofit sector include Transamerica Retirement Solutions, Minnesota Life Insurance Company, JP Morgan Chase, Capfinancial Partners, LLC, Merrill Lynch Pierce Fenner and Smith, Great-West Life and Annuity Insurance Co., Reliance Trust Company, Mutual Of America Life Insurance Company, Ascensus, and Great West Life and Annuity Company.
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