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, and colleges, universities, and professional schools with revenues ranging from $27 million to $120 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 | DonorsChoose org | 501(c)(3) | New York, NY | ||
| 4 | Walker | 501(c)(3) | Needham, MA | ||
| 5 | Boston Medflight | 501(c)(3) | Bedford, MA | ||
| 6 | GrowNYC | 501(c)(3) | New York, NY | ||
| 7 | Mobilization for Justice (MFY) | 501(c)(3) | New York, NY | ||
| 8 | Institute for Advanced Study (IAS) | 501(c)(3) | Princeton, NJ | ||
| 9 | Physicians Organization at Childrens Hospital | 501(c)(3) | Boston, MA | ||
| 10 | New England College (NEC) | 501(c)(3) | Henniker, NH | ||
| ... | and 24 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Transamerica, Cambridge Investment Research, Capfinancial Partners, LLC, Raymond James Financial Services, Ubs Financial Services, Inc., Ubs Financial Services, Ameriprise Financial Services, Minnesota Life Insurance Company, RBC Capital Markets, and Blue Cross Blue Shield Of Alabama.
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