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, and colleges, universities, and professional schools with revenues ranging from $32 million to $122 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 | 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 40 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Leafhouse Financial Advisors, LLC, Raymond James and Associates, U.s. Bank National Association, Zenith American Solutions, Ubs, Futureplan By Ascensus, Voya, Northwestern Mutual Investment Serv, RBC Capital Markets, and Mma Securities LLC.
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