Benefits broker of record
HP PLANNING LLC
HP PLANNING LLC is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.
One of 12 offices of HP PLANNING, LLC.
13 contracts on file name HP PLANNING LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
HP PLANNING LLC brokers 13 insured contracts for 13 employers, across 2 states, led by MA, NY.
Dental is the largest line (10 contracts), followed by health (8), vision (6).
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writes the most contracts in the book (12, about 92%); CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 38% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
dental 10 · health 8 · vision 6
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BRAHMIN LEATHER WORKS, LLC | FAIRHAVEN, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Oct 1FY2025 |
| ALIGN CREDIT UNION | LOWELL, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jun 1FY2025 |
| PATRICK MOTORS GROUP, LLC | AUBURN, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jun 1FY2025 |
| TREE HOUSE BREWING | CHARLTON, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Aug 1FY2025 |
| POLISH NATIONAL CREDIT UNION | CHICOPEE, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
more employers in HP PLANNING LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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