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, vocational rehabilitation services, colleges, universities, and professional schools, and residential intellectual and developmental disability facilities with revenues ranging from $30 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 | The Riverwoods Group | 501(c)(3) | Exeter, NH | ||
| 4 | Commonwealth Care Alliance (CCA) | 501(c)(3) | Boston, MA | ||
| 5 | Neighborhealth Corporation (EBNHC) | 501(c)(3) | East Boston, MA | ||
| 6 | Boston Medflight | 501(c)(3) | Bedford, MA | ||
| 7 | Turning Point and Affiliates | 501(c)(3) | Newburyport, MA | ||
| 8 | GrowNYC | 501(c)(3) | New York, NY | ||
| 9 | Mobilization for Justice (MFY) | 501(c)(3) | New York, NY | ||
| 10 | Modern Language Association of America (MLA) | 501(c)(3) | New York, NY | ||
| ... | and 36 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Northwestern Mutual Investment Serv, Capfinancial Partners, LLC, Segal Consulting, Raymond James Financial Services, Towers Watson, Cambridge Investment Research, Cambridge Investment Research Inc, Healthcare Community Securities Cor, RBC Capital Markets, and Mma Securities LLC.
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