Benefits brokerage · 12 offices
HP PLANNING, LLC
HP PLANNING, LLC is named as the broker of record on 331 insurance contracts across its 12 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| NORWALK | CT | 300 |
| No city on file | — | 13 |
| DEERFIELD | IL | 4 |
| PARSIPPANY | NJ | 4 |
| WORCESTER | MA | 4 |
| DARTMOUTH | CT | 1 |
| MIDDLETOWN | RI | 1 |
| NORWELL | MA | 1 |
| NOWARLK | CT | 1 |
| QUINCY | MA | 1 |
| SPRINGFIELD | ME | 1 |
| WODBURN | MA | 1 |
Book profile
HP PLANNING, LLC brokers 331 insured contracts for 127 employers, across 14 states, led by CT, MA, NY.
Health is the largest line (104 contracts), followed by life (93), disability (70), dental (62).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (39, about 12%); BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals concentrate on January 1: 63% 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.
health 104 · life 93 · disability 70 · dental 62 · vision 62
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| COMMONWEALTH CARE ALLIANCE | BOSTON, MA | NORWALK, CT | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
| ENEL NORTH AMERICA, INC. | ANDOVER, MA | NORWALK, CT | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
| ASSOCIATION OF COMMUNITY SERVICE AGENTS, INC. | WALLINGFORD, CT | NORWALK, CT | AETNA LIFE INSURANCE COMPANY | Aug 1FY2024 |
| ORSTED NORTH AMERICA | BOSTON, MA | NORWALK, CT | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
| ASCOT US HOLDING CORPORATION | NEW YORK, NY | NORWALK, CT | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in HP PLANNING, LLC's book
See the full client list across every office, 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 years 2024–2025 on this page)