Propel Insurance is a firm that provides insurance agent or broker, consulting services, insurance, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Washington and Oregon (although they are present in other states as well).
Most Propel Insurance clients are health and welfare funds with revenues ranging from $10 million to $92 million.
Previous legal names, trade names, or just variations of their name include: Propel Insurance, LLC.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Annie Wright Schools | 501(c)(3) | Tacoma, WA | ||
| 2 | Habitat for Humanity Portland Region | 501(c)(3) | Portland, OR | ||
| 3 | Institute for Family Development | 501(c)(3) | Federal Way, WA | ||
| 4 | Harborstone Credit Union | 501(c)(14) | Tacoma, WA | ||
| 5 | United Employees Benefit Trust | 501(c)(9) | Tacoma, WA | ||
| 6 | Life Works | 501(c)(3) | Longview, WA | ||
| 7 | Painters Trust | 501(c)(9) | Tukwila, WA | ||
| 8 | SEIU Healthcare NW Health Benefits Trust Plan | 501(c)(9) | Seattle, WA | ||
| 9 | Retirees Welfare Trust | 501(c)(9) | Seattle, WA | ||
| 10 | The Bledsoe Health Trust | 501(c)(9) | Seattle, WA | ||
| ... | and 17 more Propel Insurance not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Propel Insurance in the nonprofit sector include Leafhouse Financial Advisors, LLC, Laborfirst LLC, Commonwealth Financial Network, Valic, CBIZ Benefits and Insurance Services, Segal Select Insurance Services Inc, CBIZ Financial Solutions Inc, LPL Financial Corporation, Voya Financial Advisors Inc, and Morgan Stanley Smith Barney.
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