Cause IQ vendor profile

Umr


Umr is a firm that provides administrative support, insurance agent or broker, third party administration, insurance, and investment management 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 $186 million.

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

Primary location:
Lexington, KY
Clients in:
OH, KY, NY, NV, UT, WI, WA
Identified clients:
163
Avg client size:
$151 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 Melwood Enterprises 501(c)(3) Upper Marlboro, MD
4 American Bankers Association (ABA) 501(c)(6) Washington, DC
5 National Hot Rod Association 501(c)(6) San Dimas, CA
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 Goodwill Legacy Group 501(c)(3) Indianapolis, IN
9 Bosma Enterprises 501(c)(3) Indianapolis, IN
10 Our Lady of the Lake University (OLLU) 501(c)(3) San Antonio, TX
... and 153 more Umr not-for-profit tax-exempt clients identified by Cause IQ

Umr competitors

Competitors to Umr in the nonprofit sector include Global Retirement Partners LLC, Commonwealth Financial Network, Wells Fargo Bank, Express Scripts, Inc., Medical Mutual Of Ohio, Blue Cross Blue Shield, CBIZ Benefits and Insurance Services, Valic, Gallagher Benefit Services Inc, and Lincoln National Life Insurance.

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