Benefits broker of record · WORCESTER, MA
HP PLANNING LLC
HP PLANNING LLC of WORCESTER, MA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 12 offices of HP PLANNING, LLC.
Book profile
HP PLANNING LLC brokers 4 insured contracts for 4 employers, all in Massachusetts.
Vision is the largest line (2 contracts), followed by life (2), health (1), disability (1).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 50%); HARTFORD LIFE AND ACCIDENT, HCC LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 50% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 2 · life 2 · health 1 · disability 1
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 |
|---|---|---|---|
| TURNING POINT, INC. | NEWBURYPORT, MA | HCC LIFE INSURANCE COMPANY | Jul 1FY2025 |
| COMMODORE BUILDERS | WALTHAM, MA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| THE CADMUS HOLDING COMPANY, INC. | WALTHAM, MA | HARTFORD LIFE AND ACCIDENT | Jan 1FY2023 |
| TABLE TALK PIES, INC. | WORCESTER, MA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Aug 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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