U.s. Bank is a firm that provides fiduciary trustee, commercial bank, investment management, financial advisor, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California, Washington, Minnesota, and New York (although they are present in other states as well).
Most U.s. Bank clients are health and welfare funds and labor unions with revenues ranging from $10 million to $389 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | St Luke's Hospital of Duluth | 501(c)(3) | Duluth, MN | ||
| 2 | Hillside Family of Agencies (HFA) | 501(c)(3) | Rochester, NY | ||
| 3 | Washington Education Association | 501(c)(5) | Federal Way, WA | ||
| 4 | Providence Public Library | 501(c)(3) | Providence, RI | ||
| 5 | Associated General Contractors of America San Diego Chapter | 501(c)(6) | Lakeside, CA | ||
| 6 | Oregon Education Association | 501(c)(5) | Portland, OR | ||
| 7 | Teamsters Benefit Trust | 501(c)(9) | Fremont, CA | ||
| 8 | Northwest Ironworkers Health and Security Plan | 501(c)(9) | Mercer Island, WA | ||
| 9 | Bricklayers and Allied Craftworkers Local No 3 Health and Welfare Plan | 501(c)(9) | Pleasanton, CA | ||
| 10 | Teamsters Local No 35 Health Plans | 501(c)(9) | Trenton, NJ | ||
| ... | and 7 more U.s. Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to U.s. Bank in the nonprofit sector include Ubs Financial Services, Inc., Benefit Plans Admin Services, Inc., Matrix Trust Company, Fidelity, Alerus Financial, N.a., Raymond James and Associates, Newport Trust Company, Sei Investments, Comerica Bank, and RBC Wealth Management.
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