Cause IQ vendor profile

HP Planning, LLC


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, and residential intellectual and developmental disability facilities with revenues ranging from $31 million to $121 million.

Previous legal names, trade names, or just variations of their name include: HP Planning.

Primary location:
Norwalk, CT
Clients in:
NJ, CT
Identified clients:
48
Avg client size:
$102 mil revenue
Median client size:
$40 mil revenue

HP Planning, LLC client list

  Name Type Location
1 Bentley University 501(c)(3) Waltham, MA
2 Rutgers University Foundation 501(c)(3) New Brunswick, NJ
3 Springwell 501(c)(3) Waltham, MA
4 Dean College 501(c)(3) Franklin, MA
5 The Riverwoods Group 501(c)(3) Durham, NH
6 Commonwealth Care Alliance (CCA) 501(c)(3) Boston, MA
7 Neighborhealth Corporation (EBNHC) 501(c)(3) East Boston, MA
8 Oak Hill / The Connecticut Institute for the Blind Inc 501(c)(3) Hartford, CT
9 Community Health Resources (CHR) 501(c)(3) Windsor, CT
10 Boston Medflight 501(c)(3) Bedford, MA
... and 38 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ

HP Planning, LLC competitors

Competitors to HP Planning, LLC in the nonprofit sector include Healthcare Community Securities Cor, Segal Consulting, Cambridge Investment Research Inc, Ameriprise Financial Services, Cambridge Investment Research, NFP Retirement Inc., Ubs Financial Services, Inc., Towers Watson, Capfinancial Partners, LLC, and Anthem Blue Cross Blue Shield.

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