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HP PLANNING, LLC

Headquarter

Company Details

Entity Name: HP PLANNING, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Date Formed: 10 Jan 1997 (Companies founded in January 1997)
Business ALEI: 0551771
Annual report due: 31 Mar 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: Suite 500 Three Parkway North, Deerfield, IL, 60015, United States
Mailing address: Suite 500 Three Parkway North, Deerfield, IL, United States, 60015
Place of Formation: CONNECTICUT
E-Mail: LEGAL@ALERAGROUP.COM

Links between entities

Type Company Name Company Number State
Headquarter of HP PLANNING, LLC 000-609-031 ALABAMA
Headquarter of HP PLANNING, LLC 2141178 NEW YORK
Headquarter of HP PLANNING, LLC 3437877 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CBP 401(K) PROFIT SHARING 2017 061470152 2018-07-19 HP PLANNING, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2018-07-19
Name of individual signing GARY PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-19
Name of individual signing GARY PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CBP 401(K) PROFIT SHARING PLAN 2017 061470152 2018-03-26 HP PLANNING, LLC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2018-03-04
Name of individual signing GARY PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-04
Name of individual signing GARY PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CBP 401(K) PROFIT SHARING PLAN 2016 061470152 2017-04-11 HP PLANNING, LLC 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2017-04-10
Name of individual signing GARY PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-10
Name of individual signing GARY PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CBP 401(K) PROFIT SHARING PLAN 2016 061470152 2017-03-15 HP PLANNING, LLC 40
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2017-03-15
Name of individual signing GARY PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-15
Name of individual signing GARY PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CBP 401(K) PROFIT SHARING PLAN 2015 061470152 2016-04-01 HP PLANNING, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2016-04-01
Name of individual signing GARY G. PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-01
Name of individual signing GARY G. PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CBP 401(K) PROFIT SHARING PLAN 2014 061470152 2015-07-15 HP PLANNING, LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing GARY G. PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-15
Name of individual signing GARY G. PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CBP 401(K) PROFIT SHARING PLAN 2013 061470152 2014-07-17 HP PLANNING, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2014-07-17
Name of individual signing GARY G. PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-17
Name of individual signing GARY G. PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CREATIVE BENEFIT PLANNING 401(K) PROFIT SHARING PLAN 2012 061470152 2013-07-12 HP PLANNING, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CBP
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Signature of
Role Plan administrator
Date 2013-07-12
Name of individual signing GARY G. PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-12
Name of individual signing GARY G. PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CREATIVE BENEFIT PLANNING 401(K) PROFIT SHARING PLAN 2011 061470152 2012-03-30 HP PLANNING, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CREATIVE BENEFIT PLANNING
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 061470152
Plan administrator’s name HP PLANNING, LLC
Plan administrator’s address 1100 SUMMER STREET, STAMFORD, CT, 06905
Administrator’s telephone number 2033560051

Signature of
Role Plan administrator
Date 2012-03-29
Name of individual signing GARY G. PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-03-29
Name of individual signing GARY G. PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature
CREATIVE BENEFIT PLANNING 401(K) PROFIT SHARING PLAN 2010 061470152 2011-05-31 HP PLANNING, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 524210
Sponsor’s telephone number 2033560051
Plan sponsor’s DBA name D/B/A CREATIVE BENEFIT PLANNING
Plan sponsor’s address 1100 SUMMER STREET, STAMFORD, CT, 06905

Plan administrator’s name and address
Administrator’s EIN 061470152
Plan administrator’s name HP PLANNING, LLC
Plan administrator’s address 1100 SUMMER STREET, STAMFORD, CT, 06905
Administrator’s telephone number 2033560051

Signature of
Role Plan administrator
Date 2011-05-28
Name of individual signing GARY G. PIANTEDOSI, TRUSTEE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-05-28
Name of individual signing GARY G. PIANTEDOSI
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
ALERA GROUP, INC. Officer 3 PARKWAY NORTH, SUITE 500, DEERFIELD, IL, 60015, United States THREE PARKWAY NORTH, SUITE 500, DEERFIELD, IL, 60015, United States

Agent

Name Role
CORPORATION SERVICE COMPANY Agent

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012183252 2024-02-26 No data Annual Report Annual Report No data
BF-0011264704 2023-03-17 No data Annual Report Annual Report No data
BF-0011542775 2022-12-27 2022-12-27 Change of Business Address Business Address Change No data
BF-0010194561 2022-03-27 No data Annual Report Annual Report 2022
BF-0010455920 2022-01-14 2022-01-14 Mass Agent Change � Address Agent Address Change No data
0007209774 2021-03-08 No data Annual Report Annual Report 2021
0006950703 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006943532 2020-07-06 2020-07-06 Change of Agent Address Agent Address Change No data
0006735918 2020-01-29 No data Annual Report Annual Report 2020
0006461667 2019-03-13 No data Annual Report Annual Report 2019

Related by officers

ALERA GROUP, INC.

iPros Services Insurnace Agency, LLC ebm Insurance Solutions, LLC PROFESSIONAL RISK, AN ALERA GROUP AGENCY, LLC BEACON RETIREE BENEFITS GROUP LLC C.M. SMITH AGENCY, LLC AIA AMERICAN INSURANCE ADMINISTRATORS, LLC GCG FINANCIAL, LLC KAERCHER INSURANCE, AN ALERA GROUP AGENCY, LLC ORION RISK MANAGEMENT INSURANCE SERVICES, AN ALERA GROUP INSURANCE AGENCY, LLC HAMPSON-MOWRER AGENCY, LLC

Related by address

Suite 500 Three Parkway North, Deerfield, IL, 60015, United States

HAMPSON-MOWRER AGENCY, LLC FORUM BENEFITS, LLC

Suite 500 Three Parkway North, Deerfield, IL, United States, 60015

HAMPSON-MOWRER AGENCY, LLC FORUM BENEFITS, LLC

Date of last update: 04 Nov 2024

Sources: Connecticut's Official State Website

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