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Benefits Intelligence/Broker Directory/Connecticut

Hp Planning LLC Dba Alera Northeast

Norwalk, CT

Hp Planning LLC Dba Alera Northeast of Norwalk, CT is the broker of record on 11 Form 5500 Schedule A filings covering 9 employer benefit plans across 4 states, with $328,877 in reported broker commissions (plan year 2025).

Employer clients
9
distinct plan sponsors
Schedule A filings
11
States served
4
Reported commissions
$328,877
plan year 2025
Reported fees
$70,720

Employer clients

Plan sponsors naming Hp Planning LLC Dba Alera Northeast 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
Kaman CorporationCT2,0732024-12-31
Open Sky Community ServicesMA9862025-06-30
Alfred University Human Resources ServicesNY5142024-12-31
6 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.