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, Nevada, and New York (although they are present in other states as well).
Most Union Bank clients are health and welfare funds, grantmaking foundations, hospitals, and civic and social organizations with revenues ranging from $5.1 million to $425 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 | Alpert and Alpert Foundation | 501(c)(3) | Los Angeles, CA |
| 5 | Teamsters Miscellaneous Security Fund | 501(c)(9) | Pasadena, CA |
| 6 | Northern California Tile Industry Health and Welfare Plan | 501(c)(9) | Pleasanton, CA |
| 7 | UBCJ of America General Office and Staff Health and Welfare Plan | 501(c)(9) | Las Vegas, NV |
| 8 | San Diego Theatrical Group Insurance Trust Health and Welfare Fund | 501(c)(9) | San Diego, CA |
| 9 | Southern California Floor Covering Vacation and Holiday Trust Fund | 501(c)(9) | Covina, CA |
Competitors to Union Bank in the nonprofit sector include Jpmorgan Chase Bank Na, Eagle Capital Management LLC, Reliance Trust Company, Merrill Lynch Pierce Fenner and Smith, TD Ameritrade, Charles Schwab, Trowe Price, Massachusetts Mutual Life Ins Company, Metlife, and State Street Corporation.
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