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, services for the elderly and people with disabilities, and colleges, universities, and professional schools with revenues ranging from $30 million to $118 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 | Dean College | 501(c)(3) | Franklin, MA | ||
| 5 | Turning Point, Inc. | 501(c)(3) | Newburyport, MA | ||
| 6 | Commonwealth Care Alliance (CCA) | 501(c)(3) | Boston, MA | ||
| 7 | NeighborHealth | 501(c)(3) | East Boston, MA | ||
| 8 | Oak Hill | 501(c)(3) | Hartford, CT | ||
| 9 | Community Health Resources (CHR) | 501(c)(3) | Windsor, CT | ||
| 10 | Boston Medflight | 501(c)(3) | Bedford, MA | ||
| ... | and 35 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Royal Alliance Associates Inc, Pentegra Services Inc., United Healthcare, Reliance Trust Company, Osaic Wealth, Inc., Stifel Nicolaus, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Metlife, and MML Investors Services LLC.
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