Union Bank is a company that provides commercial bank, fiduciary trustee, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Union Bank clients are health and welfare funds and grantmaking foundations with revenues ranging from $8.0 million to $431 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Wayne and Gladys Valley Foundation | 501(c)(3) | Oakland, CA | ||
| 2 | The Better Business Bureau of METROPOLITAN NEW YORK | 501(c)(6) | New York, NY | ||
| 3 | Community Hospital of the Monterey Peninsula | 501(c)(3) | Monterey, CA | ||
| 4 | Sup Welfare Plan | 501(c)(9) | San Francisco, CA | ||
| 5 | Alpert and Alpert Foundation | 501(c)(3) | Los Angeles, CA | ||
| 6 | Operating Engineers Health and Welfare Fund | 501(c)(9) | Pasadena, CA | ||
| 7 | Teamsters Miscellaneous Security Fund | 501(c)(9) | Pasadena, CA | ||
| 8 | Operating Engineers Vacation-Holiday Savings Trust | 501(c)(9) | Pasadena, CA | ||
| 9 | Joint Benefit Trust | 501(c)(9) | Dublin, CA | ||
| 10 | Southern Calif Soft Drink Industry Health and Welfare Trust Fund | 501(c)(9) | West Covina, CA | ||
| ... | and 9 more Union Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Union Bank in the nonprofit sector include Minnesota Life Insurance Company, Ubs Financial Services, Ubs Financial Services, Inc., Cambridge Investment Research Inc, Capital Research and Management Company, RBC Capital Markets, Sei, Benefit Plans Admin Services, Inc., Oneamerica Retirement Services LLC, and Wilmington Trust.
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