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 and outpatient health care practitioners and facilities with revenues ranging from $20 million to $196 million.

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

Primary location:
Lexington, KY
Clients in:
NV, UT, WI, KY, NY, OH
Identified clients:
166
Avg client size:
$148 mil revenue
Median client size:
$43 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 National Hot Rod Association 501(c)(6) San Dimas, CA
7 Bank Street College of Education 501(c)(3) New York, NY
8 Fellowship Village / Fellowship Senior Living 501(c)(3) Basking Ridge, NJ
9 Goodwill of Central and Southern Indiana 501(c)(3) Indianapolis, IN
10 Bosma Enterprises 501(c)(3) Indianapolis, IN
... and 156 more Umr not-for-profit tax-exempt clients identified by Cause IQ

Umr competitors

Competitors to Umr in the nonprofit sector include Optumrx Inc, Express Scripts, Transamerica, Captrust, Capfinancial Partners, LLC, Minnesota Life Insurance Company, Blue Cross Blue Shield Of Alabama, Excellus Blue Cross Blue Shield, Davis Vision, and Community Insurance Company.

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