Valic is a firm that provides investment management, administrative support, financial advisor, insurance, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in Florida, California, and Georgia (although they are present in other states as well).
Most Valic clients are hospitals, colleges, universities, and professional schools, outpatient health care practitioners and facilities, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $18 million to $553 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Johns Hopkins University (JHU) | 501(c)(3) | Baltimore, MD | ||
| 2 | Mayo Clinic | 501(c)(3) | Rochester, MN | ||
| 3 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 4 | Morehouse College | 501(c)(3) | Atlanta, GA | ||
| 5 | Samaritan Healthcare and Hospice | 501(c)(3) | Mount Laurel, NJ | ||
| 6 | University of San Francisco (USF) | 501(c)(3) | San Francisco, CA | ||
| 7 | Coram Deo Academy (CDA) | 501(c)(3) | Lewisville, TX | ||
| 8 | The Lambs Farm | 501(c)(3) | Libertyville, IL | ||
| 9 | John Muir Health | 501(c)(3) | Walnut Creek, CA | ||
| 10 | Hospital for Special Surgery (HSS) | 501(c)(3) | New York, NY | ||
| ... | and 84 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include JP Morgan Chase, Ubs Financial Services, Inc., Capfinancial Partners, LLC, The Segal Company, Voya Retirement Insurance and Annuity Co., Massachusetts Mutual Life Ins Company, Metlife, Merrill Lynch Pierce Fenner and Smith, Nationwide, and Great-West Life and Annuity Insurance Co..
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