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 $7.6 million to $371 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Erwin Rautenberg Foundation | 501(c)(3) | Inglewood, 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 | Motion Picture Industry Pension and Health Plans (MPIPHP) | 501(c)(9) | Studio City, CA | ||
| 5 | Sup Welfare Plan | 501(c)(9) | San Francisco, CA | ||
| 6 | Wayne and Gladys Valley Foundation | 501(c)(3) | Oakland, CA | ||
| 7 | The Charles D and Frances K Field Fund | 501(c)(3) | San Francisco, CA | ||
| 8 | Operating Engineers Health and Welfare Fund | 501(c)(9) | Pasadena, CA | ||
| 9 | Writers Guild-Industry Health Fund | 501(c)(9) | Burbank, CA | ||
| 10 | Teamsters Miscellaneous Security Fund | 501(c)(9) | Pasadena, CA | ||
| ... | and 19 more Union Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Union Bank in the nonprofit sector include Capital Research and Management, Wilmington Trust, Matrix Trust Company, Alerus Financial, N.a., Fidelity, Global Retirement Partners LLC, Charles Schwab Trust Bank, Kestra Advisory Services LLC, Raymond James and Associates, and Metlife.
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