Wilmington Trust, N.a. is a firm that provides investment management, commercial bank, fiduciary trustee, financial advisor, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in New York, California, and Washington (although they are present in other states as well).
Most Wilmington Trust, N.a. clients are health and welfare funds, hospitals, assisted living and continuing care retirement communities, museums, historical sites, and similar institutions, and trade associations with revenues ranging from $40 million to $184 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Winterthur Museum Garden and Library | 501(c)(3) | Winterthur, DE | ||
| 2 | Elder Care Alliance | 501(c)(3) | Alameda, CA | ||
| 3 | Emanate Health (CVHP) | 501(c)(3) | Covina, CA | ||
| 4 | Masonic Villages of the Grand Lodge of Pennsylvania | 501(c)(3) | Elizabethtown, PA | ||
| 5 | Oswego Hospital | 501(c)(3) | Oswego, NY | ||
| 6 | Painting Industry Insurance Fund | 501(c)(9) | New York, NY | ||
| 7 | Healthcare Association of New York State | 501(c)(6) | Rensselaer, NY | ||
| 8 | Western Teamsters Welfare Trust | 501(c)(9) | Pasadena, CA | ||
| 9 | Printing Specialties and Paper Products Joint Employer and Union H&W Fund | 501(c)(9) | Seattle, WA | ||
| 10 | Northwest Administrators | 501(c)(9) | Seattle, WA | ||
| ... | and 2 more Wilmington Trust, N.a. not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Wilmington Trust, N.a. in the nonprofit sector include State Street Bank and Trust, Massachusetts Mutual Life Ins Company, TD Ameritrade, Oneamerica Retirement Services LLC, Fiduciary Investment Advisors, Paychex, Inc., RBC Capital Markets, Sei, Benefit Plans Admin Services, Inc., and Principal.
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