Cause IQ vendor profile


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 $200 million.

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

Primary location:
Lexington, KY
All locations:
Identified clients:
Avg client size:
$133 mil revenue
Median client size:
$37 mil revenue

Umr client list

1Cleveland Clinic501(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
9Herzing University501(c)(3)Milwaukee, WI
10Goodwill of Central and Southern Indiana501(c)(3)Indianapolis, IN
...and 130 more Umr not-for-profit tax-exempt clients identified by Cause IQ

Umr competitors

Competitors to Umr in the nonprofit sector include Axa Equitable Life Insurance, Variable Annuity Life Insurance Company, Variable Annuity Life Insurance Co., Blue Cross Blue Shield Of Kansas, Anthem Insurance Companies, Inc., Ameritas Life Insurance Corporation, Ascensus, Voya Retirement Ins and Annuity Company, Brighthouse Life Insurance Company, and Massachusetts Mutual Life Insurance Co..

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