Cause IQ vendor profile

Umr


Umr is a firm that provides administrative support, insurance agent or broker, third party administration, investment management, and insurance to nonprofit clients. They primarily provide their services regionally, with most clients in Arizona and Kentucky (although they are present in other states as well).

Most Umr clients are health and welfare funds, outpatient health care practitioners and facilities, and hospitals with revenues ranging from $20 million to $179 million.

Previous legal names, trade names, or just variations of their name include: Umr Taft-Hartley Consulting.

Primary location:
Lexington, KY
Clients in:
KY, UT, NV, WI, OH, NY
Identified clients:
160
Avg client size:
$141 mil revenue
Median client size:
$39 mil revenue

Umr client list

  Name Type Location
1 Samaritan's Purse 501(c)(3) Boone, NC
2 NRECA Group Benefits Trust 501(c)(9) Arlington, VA
3 National Rural Electric Cooperative Association (NRECA) 501(c)(6) Arlington, VA
4 Melwood Enterprises 501(c)(3) Upper Marlboro, MD
5 American Bankers Association (ABA) 501(c)(6) Washington, DC
6 Bank Street College of Education 501(c)(3) New York, NY
7 Fellowship Village / Fellowship Senior Living 501(c)(3) Basking Ridge, NJ
8 Churchill School And Center 501(c)(3) New York, NY
9 Medical Faculty Associates 501(c)(3) Washington, DC
10 Eckerd Connects 501(c)(3) Clearwater, FL
... and 150 more Umr not-for-profit tax-exempt clients identified by Cause IQ

Umr competitors

Competitors to Umr in the nonprofit sector include Metlife, Reliance Trust Company, Great-West Life and Annuity Insurance Co., Capital Blue Cross, Cetera Advisor Networks, LLC, Nationwide, Marsh and Mclennan Agency, Usi Consulting Group, United Healthcare, and Mutual Of America.

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