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, colleges, universities, and professional schools, vocational rehabilitation services, and residential intellectual and developmental disability facilities with revenues ranging from $29 million to $127 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 | Dean College | 501(c)(3) | Franklin, MA | ||
| 4 | Walker | 501(c)(3) | Needham, MA | ||
| 5 | The Riverwoods Group | 501(c)(3) | Exeter, NH | ||
| 6 | Commonwealth Care Alliance (CCA) | 501(c)(3) | Boston, MA | ||
| 7 | Neighborhealth Corporation (EBNHC) | 501(c)(3) | East Boston, MA | ||
| 8 | Boston Medflight | 501(c)(3) | Bedford, MA | ||
| 9 | GrowNYC | 501(c)(3) | New York, NY | ||
| 10 | Mobilization for Justice (MFY) | 501(c)(3) | New York, NY | ||
| ... | and 37 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Ubs, Zenith American Solutions, Raymond James and Associates, Global Retirement Partners LLC, Futureplan By Ascensus, Voya, Towers Watson, Northwestern Mutual Investment Serv, Raymond James Financial Services, and Ubs Financial Services, Inc..
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