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 and vocational rehabilitation services with revenues ranging from $27 million to $99 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 | Walker | 501(c)(3) | Needham, MA | ||
| 4 | The Riverwoods Group | 501(c)(3) | Exeter, NH | ||
| 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 | Modern Language Association of America (MLA) | 501(c)(3) | New York, NY | ||
| 9 | Open Sky Community Services | 501(c)(3) | Worcester, MA | ||
| 10 | Physicians Organization at Childrens Hospital | 501(c)(3) | Boston, MA | ||
| ... | and 33 more HP Planning, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to HP Planning, LLC in the nonprofit sector include Raymond James and Associates, Ubs, Zenith American Solutions, Voya, Massachusetts Mutual Life Insurance Co., Axa Equitable Life Insurance, Morgan Stanley Smith Barney LLC, Umr, Newport Group, Inc., and M&T Bank.
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