Summit Benefit and Actuarial Services is a firm that provides actuarial services, administrative support, third party administration, and insurance agent or broker to nonprofit clients. They primarily provide their services regionally, with most clients in Montana and Wisconsin (although they are present in other states as well).
Most Summit Benefit and Actuarial Services clients are labor unions, scientific research and development services, outpatient health care practitioners and facilities, hospitals, individual and family services, grantmaking foundations, and civic and social organizations with revenues ranging from $656,951 to $62 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | United Way of Greater Milwaukee and Waukesha County | 501(c)(3) | Milwaukee, WI | ||
| 2 | Robert A Welch Foundation | 501(c)(3) | Houston, TX | ||
| 3 | Beloit Health System | 501(c)(3) | Beloit, WI | ||
| 4 | Oregon Research Institute | 501(c)(3) | Springfield, OR | ||
| 5 | National Farmers Union (NFU) | 501(c)(5) | Washington, DC | ||
| 6 | Montana Farmers Union | 501(c)(5) | Great Falls, MT | ||
| 7 | Montana High School Association (MHSA) | 501(c)(3) | Helena, MT | ||
| 8 | Institute of Physical Medicine and Rehabilitation | 501(c)(3) | Peoria, IL | ||
| 9 | Kansas Farmers Union | 501(c)(5) | Mcpherson, KS | ||
| 10 | Ohio Farmers Union | 501(c)(5) | Ottawa, OH | ||
| ... | and 2 more Summit Benefit and Actuarial Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Summit Benefit and Actuarial Services in the nonprofit sector include Benesys Inc., Southern Benefit Administrators Inc, Minnesota Life Insurance Company, Transamerica, CBIZ Retirement Plan Services, Buck Global LLC, Towers Watson, Fid Inv Inst Ops Company, The Retirement Advantage, Inc, and Definiti, LLC.
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