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 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 $16 million to $197 million.

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

Primary location:
Lexington, KY
All locations:
NV, OH, UT, KY, NY, WI
Identified clients:
140
Avg client size:
$128 mil revenue
Median client size:
$36 mil revenue

Umr client list

 NameTypeLocation
1The Cleveland Clinic Foundation501(c)(3)Independence, OH
2NRECA Group Benefits Trust501(c)(9)Arlington, VA
3Urban Institute501(c)(3)Washington, DC
4National Restaurant Association (NRA)501(c)(6)Washington, DC
5Fellowship Village / Fellowship Senior Living501(c)(3)Basking Ridge, NJ
6Collegiate School501(c)(3)New York, NY
7Churchill School and Center501(c)(3)New York, NY
8Eckerd Connects501(c)(3)Clearwater, FL
9Goodwill of Central and Southern Indiana501(c)(3)Indianapolis, IN
10National Hot Rod Association501(c)(6)San Dimas, CA
...and 130 more Umr not-for-profit tax-exempt clients identified by Cause IQ

Umr competitors

Competitors to Umr in the nonprofit sector include Minnesota Life Insurance Company, Blue Cross Blue Shield Of Ma, Voya Retirement Insurance and Annuity Co., Transamerica, Fidelity Investments Institutional, Excellus Blue Cross Blue Shield, Lincoln Financial Group, Community Insurance Company, Davis Vision, and Optumrx Inc.

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