The Allocation Company, Inc. is a firm that provides insurance agent or broker, third party administration, investment management, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in Texas, California, Arizona, and Georgia (although they are present in other states as well).
Most The Allocation Company, Inc. clients are individual and family services, credit unions, colleges, universities, and professional schools, outpatient health care practitioners and facilities, civic and social organizations, and professional associations with revenues ranging from $20 million to $35 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Money Management International (MMI) | 501(c)(3) | Phoenix, AZ |
| 2 | Harris County Emergency Corps (HCEC) | 501(c)(3) | Houston, TX |
| 3 | Disability Rights Texas | 501(c)(3) | Austin, TX |
| 4 | Hallmark University | 501(c)(3) | San Antonio, TX |
| 5 | Gulf Coast Community Services Association (GCCSA) | 501(c)(3) | Houston, TX |
| 6 | Consumer Credit Counseling Service of Greater Atlanta | 501(c)(3) | Atlanta, GA |
| 7 | Associated Credit Union of Texas | 501(c)(14) | League City, TX |
| 8 | Springboard Nonprofit Consumer Credit Management | 501(c)(3) | Riverside, CA |
| 9 | Springboard Social Enterprises | 501(c)(3) | Ladera Ranch, CA |
Competitors to The Allocation Company, Inc. in the nonprofit sector include The Variable Annuity Life Insurance, U.s. Bank National Association, Newport Group, CBIZ Retirement Plan Services, United Of Omaha, Regions Bank, Magnacare, Edward Jones, Definiti, LLC, and The Retirement Advantage, Inc.
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