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Benefits Intelligence/Broker Directory/Connecticut

Hp Planning LLC Dba Alera

Norwalk, CT

Hp Planning LLC Dba Alera of Norwalk, CT is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $56,974 in reported broker commissions (plan year 2024).

Employer clients
2
distinct plan sponsors
Schedule A filings
2
States served
2
Reported commissions
$56,974
plan year 2024

Quick answer

Hp Planning LLC Dba Alera (Norwalk, CT) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Hp Planning LLC Dba Alera have?
Hp Planning LLC Dba Alera is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Hp Planning LLC Dba Alera's largest employer clients?
By plan participants, the largest include Waveny Care Center (249 participants) and Massachusetts Teachers Association (164 participants).
How much does Hp Planning LLC Dba Alera earn in commissions?
Insurers reported $56,974 in broker commissions paid to Hp Planning LLC Dba Alera for plan year 2024, per Schedule A Part 1.
Where is Hp Planning LLC Dba Alera located?
Hp Planning LLC Dba Alera is based in Norwalk, CT and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Hp Planning LLC Dba Alera on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Waveny Care CenterCT2492024-12-31
Massachusetts Teachers AssociationMA1642022-06-30

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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.