HP Planning, LLC is a firm that provides insurance agent or broker and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Massachusetts, Connecticut, and New York (although they are present in other states as well).
Most HP Planning, LLC clients are outpatient health care practitioners and facilities and vocational rehabilitation services with revenues ranging from $28 million to $110 million.
Previous legal names, trade names, or just variations of their name include: HP Planning.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Bentley University | 501(c)(3) | Waltham, MA | ||
| 2 | Rutgers University Foundation | 501(c)(3) | New Brunswick, NJ | ||
| 3 | Walker | 501(c)(3) | Needham, MA | ||
| 4 | The Riverwoods Group | 501(c)(3) | Exeter, NH | ||
| 5 | Neighborhealth Corporation (EBNHC) | 501(c)(3) | East Boston, MA | ||
| 6 | Boston Medflight | 501(c)(3) | Bedford, MA | ||
| 7 | GrowNYC | 501(c)(3) | New York, NY | ||
| 8 | Mobilization for Justice (MFY) | 501(c)(3) | New York, NY | ||
| 9 | Modern Language Association of America (MLA) | 501(c)(3) | New York, NY | ||
| 10 | Open Sky Community Services | 501(c)(3) | Worcester, MA | ||
| ... | and 35 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Cambridge Investment Research, Towers Watson, Ubs Financial Services, Inc., Segal Consulting, Raymond James Financial Services, Capfinancial Partners, LLC, Blue Cross Blue Shield Of Alabama, Minnesota Life Insurance Company, Transamerica, and Ameriprise Financial Services.
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