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.
| 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 | ||||
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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