Ullico Investment Company is a firm that provides insurance agent or broker and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia, Illinois, Massachusetts, Minnesota, Missouri, New York, and Ohio (although they are present in other states as well).
Most Ullico Investment Company clients are health and welfare funds and labor unions with revenues ranging from $66 million to $193 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | NECA-Ibew Welfare Trust Fund | 501(c)(9) | Decatur, IL |
| 2 | American Federation of Labor and Congress of Industrial Organizations (AFL-CIO) | 501(c)(5) | Washington, DC |
| 3 | International Association of Sheet Metal Air Rail and Transportation Workers (SMART) | 501(c)(5) | Washington, DC |
| 4 | American Postal Workers Union - AFL-CIO | 501(c)(5) | Washington, DC |
| 5 | Massachusetts Laborers' Health and Welfare Fund | 501(c)(9) | Burlington, MA |
| 6 | Board of Trustees Greater St Louis Construction Laborers Welfare Fund | 501(c)(9) | Saint Louis, MO |
| 7 | Plumbers Local Union No 1 Additional Security Benefit Fund | 501(c)(9) | Long Island City, NY |
| 8 | OLDCOCA Insurance Trust Fund (OLFBP) | 501(c)(9) | Westerville, OH |
| 9 | National Roofers Union and Employers Joint Health and Welfare Fund | 501(c)(9) | Bloomington, MN |
Competitors to Ullico Investment Company in the nonprofit sector include Rose and Kiernan, Ubs, Lincoln National Life Insurance, Voya, Commonwealth Financial Network, Conduent HR Consulting, LLC, TBS Agency Inc, CBIZ Financial Solutions Inc, Voya Financial Advisors Inc, and Kibble and Prentice.
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