Cause IQ vendor profile

Summit Benefit and Actuarial Services


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, outpatient health care practitioners and facilities, hospitals, individual and family services, grantmaking foundations, civic and social organizations, and trade associations with revenues ranging from $542,518 to $64 million.

Primary location:
Eugene, OR
Clients in:
OR
Identified clients:
11
Avg client size:
$25 mil revenue
Median client size:
$3.0 mil revenue

Summit Benefit and Actuarial Services client list

  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 National Farmers Union (NFU) 501(c)(5) Washington, DC
5 Montana Farmers Union 501(c)(5) Great Falls, MT
6 Montana High School Association (MHSA) 501(c)(3) Helena, MT
7 Institute of Physical Medicine and Rehabilitation 501(c)(3) Peoria, IL
8 Kansas Farmers Union 501(c)(5) Mcpherson, KS
9 Ohio Farmers Union 501(c)(5) Ottawa, OH
10 Pennsylvania Farmers Union 501(c)(5) Stroudsburg, PA
... and 1 more Summit Benefit and Actuarial Services not-for-profit tax-exempt clients identified by Cause IQ

Summit Benefit and Actuarial Services competitors

Competitors to Summit Benefit and Actuarial Services in the nonprofit sector include Benesys Inc., Southern Benefit Administrators Inc, CBIZ Retirement Plan Services, Transamerica, Buck Global LLC, Towers Watson, The Retirement Advantage, Inc, Fid Inv Inst Ops Company, Pentegra Services Inc., and Definiti, LLC.

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