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 California, Florida, 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, elementary and secondary schools, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $19 million to $417 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Johns Hopkins University (JHU) | 501(c)(3) | Baltimore, MD | ||
| 2 | The Nemours Foundation | 501(c)(3) | Jacksonville, FL | ||
| 3 | Morehouse College | 501(c)(3) | Atlanta, GA | ||
| 4 | Hawken School | 501(c)(3) | Gates Mills, OH | ||
| 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 89 more Valic not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Valic in the nonprofit sector include Voya Retirement Insurance and Annuity Co., Ubs Financial Services, Inc., The Segal Company, JP Morgan Chase, Capfinancial Partners, LLC, Commonwealth Financial Network, Lincoln National Life Insurance, Global Retirement Partners LLC, Kestra Advisory Services LLC, and Metlife Insurance Company.
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