TD Ameritrade Trust Company is a company that provides commercial bank, fiduciary trustee, administrative support, investment management, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in Florida (although they are present in other states as well).
Most TD Ameritrade Trust Company clients are hospitals, elementary and secondary schools, outpatient health care practitioners and facilities, inpatient nursing, hospice, and rehabilitative care facilities, individual and family services, vocational rehabilitation services, and cemeteries, funeral homes, and death care services with revenues ranging from $14 million to $94 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | American College of Chest Physicians (ACCP) | 501(c)(3) | Glenview, IL |
| 2 | Community Psychiatric Clinic (CPC) | 501(c)(3) | Seattle, WA |
| 3 | 1199SEIU United Healthcare Workers East | 501(c)(5) | New York, NY |
| 4 | University Hospitals Samaritan Medical Center | 501(c)(3) | Ashland, OH |
| 5 | Hendricks Community Hospital Association (HCHA) | 501(c)(3) | Hendricks, MN |
| 6 | Covenant Hospice | 501(c)(3) | Pensacola, FL |
| 7 | Mount Olivet Cemetery Association | 501(c)(13) | Fort Worth, TX |
| 8 | Trinity Academy of Raleigh | 501(c)(3) | Raleigh, NC |
| 9 | Arc of Putnam County | 501(c)(3) | Palatka, FL |
| 10 | Family Guidance Center Corporation | 501(c)(3) | Pennington, NJ |
Competitors to TD Ameritrade Trust Company in the nonprofit sector include Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., Oneamerica Retirement Services LLC, Sei Investments, Massachusetts Mutual Life Insurance Co., RBC Wealth Management, Newport Trust Company, Ubs Financial Services Inc, Principal Financial Group, and Charles Schwab Bank.
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