Cause IQ vendor profile

United Retirement Plan Consultants


United Retirement Plan Consultants is a firm that provides actuarial services, insurance agent or broker, third party administration, administrative support, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, Massachusetts, New York, Virginia, and Wyoming (although they are present in other states as well).

Most United Retirement Plan Consultants clients are residential intellectual and developmental disability facilities, child and youth services, services for the elderly and people with disabilities, health and disease research fundraising organizations, and social advocacy organizations with revenues ranging from $3.1 million to $17 million.

Primary location:
Dublin, OH
Clients in:
WA, RI, PA, OH
Identified clients:
5
Avg client size:
$67 mil revenue
Median client size:
$13 mil revenue

United Retirement Plan Consultants client list

  Name Type Location
1 Children's Friend and Family Services 501(c)(3) Salem, MA
2 Capc 501(c)(3) Whittier, CA
3 Americans for Prosperity Foundation (AFP) 501(c)(3) Arlington, VA
4 The Skin Cancer Foundation 501(c)(3) New York, NY
5 Peak Wellness Center 501(c)(3) Cheyenne, WY

United Retirement Plan Consultants competitors

Competitors to United Retirement Plan Consultants in the nonprofit sector include Minnesota Life Insurance Company, CBIZ Retirement Plan Services, The Retirement Advantage, Inc, Benesys Inc., Definiti, LLC, Pentegra Services Inc., Benesys Inc, Futureplan By Ascensus, Newport Group, and Nova 401k Associates.

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