Hp Planning LLC
Norwalk, CT
Hp Planning LLC of Norwalk, CT is the broker of record on 206 Form 5500 Schedule A filings covering 135 employer benefit plans across 14 states, with $8,603,125 in reported broker commissions (plan year 2025).
Quick answer
Hp Planning LLC (Norwalk, CT) is the broker of record for 135 employer benefit plan sponsors on 206 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Hp Planning LLC have?
- Hp Planning LLC is named as broker on Form 5500 Schedule A filings for 135 distinct plan sponsors in 14 states.
- Who are Hp Planning LLC's largest employer clients?
- By plan participants, the largest include Association Of Community Service Agents, Inc. (54,087 participants), Point32health Services, Inc. (3,822 participants) and Quest Global Services N.A., Inc. (2,281 participants).
- How much does Hp Planning LLC earn in commissions?
- Insurers reported $8.6 million in broker commissions and $3.8 million in fees paid to Hp Planning LLC for plan year 2025, per Schedule A Part 1.
- Where is Hp Planning LLC located?
- Hp Planning LLC is based in Norwalk, CT and has employer clients in 14 states.
- How does Hp Planning LLC rank among benefits brokers in Connecticut?
- Hp Planning LLC ranks #3 by employer clients among the 50 most active benefits brokers based in Connecticut.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Hp Planning LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Association Of Community Service Agents, Inc. | CT | 54,087 | 2025-12-31 |
| Point32health Services, Inc. | MA | 3,822 | 2025-12-31 |
| Quest Global Services N.A., Inc. | CT | 2,281 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.