Unified Trust Company, N.a. is a firm that provides investment management, fiduciary trustee, administrative support, third party administration, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in New Hampshire, New York, California, Minnesota, and Virginia (although they are present in other states as well).
Most Unified Trust Company, N.a. clients are elementary and secondary schools, assisted living and continuing care retirement communities, other residential care facilities, individual and family services, and community housing services with revenues ranging from $12 million to $60 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | St. Paul's School (SPS) | 501(c)(3) | Concord, NH |
| 2 | The Derryfield School | 501(c)(3) | Manchester, NH |
| 3 | Proteus | 501(c)(3) | Visalia, CA |
| 4 | Arbor Housing and Development | 501(c)(3) | Corning, NY |
| 5 | Glove House | 501(c)(3) | Elmira, NY |
| 6 | Silverstone Living | 501(c)(3) | Nashua, NH |
| 7 | Augusta Cooperative Farm Bureau Incorporated | 501(c)(93) | Staunton, VA |
| 8 | Wheaton-Dumont Coop Elevator | 501(c)(80) | Wheaton, MN |
Competitors to Unified Trust Company, N.a. in the nonprofit sector include Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Kibble and Prentice, Well and Good LLC, Meritain Health, Capfinancial Partners, Anthem, TD Ameritrade Trust Company, Newport Trust Company, and Sei Investments.
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