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, residential intellectual and developmental disability facilities, credit unions, and colleges, universities, and professional schools with revenues ranging from $32 million to $120 million.

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

Primary location:
Norwalk, CT
Clients in:
CT, NJ
Identified clients:
51
Avg client size:
$104 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 The Riverwoods Group 501(c)(3) Durham, NH
5 Commonwealth Care Alliance (CCA) 501(c)(3) Boston, MA
6 Neighborhealth Corporation (EBNHC) 501(c)(3) East Boston, MA
7 Oak Hill / The Connecticut Institute for the Blind Inc 501(c)(3) Hartford, CT
8 Community Health Resources (CHR) 501(c)(3) Windsor, CT
9 Boston Medflight 501(c)(3) Bedford, MA
10 Turning Point and Affiliates 501(c)(3) Newburyport, MA
... and 41 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 Massachusetts Mutual Life Insurance Co., Axa Equitable Life Insurance, Raymond James and Associates, Inc., M&T Bank, Newport Group, Inc., Ubs Financial Services Inc, RBC Wealth Management, Regions Bank, Brighthouse Life Insurance Company, and Blue Cross Blue Shield Of Kansas.

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