Health Plan ONE
Trumbull, US · Founded 2020 · 3,951 employees on LinkedIn · 1 known investors
HealthPlanOne helps consumers learn about and shop for Medicare health insurance plans, aiming to make the process more transparent and easier to understand. It operates as a Medicare-focused health insurance brokerage/marketplace.
Also known as HealthPlan One Holdings, Inc. · HealthPlanOne · HPOne
Founders & leadership
Board
Investors · 1
Reported raises · per SEC filings
Form D private placements$32.1M disclosed across 3 rounds · 2014–2020
▶$3.2MraisedJul 2020 · 21 investors · Other Health CareRule 506(b)
- Theodore LundbergDirector
- Kevin HillDirector
- Boris RapoportDirector
- William StapletonExecutive Officer, Director
- Jim ForemanDirector
- Michal PetrzelaDirector
- Christopher MillerExecutive Officer
- Amount sold
- $3.2M
- First sale
- Jul 2020
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$25.4MraisedJul 2020 · 14 investors · Other Health CareRule 506(b)
- Kevin HillDirector
- Theodore LundbergDirector
- Christopher MillerExecutive Officer
- Michal PetrzelaDirector
- Jim ForemanDirector
- Boris RapoportDirector
- William StapletonExecutive Officer, Director
- Amount sold
- $25.4M
- First sale
- Jul 2020
- Incorporated
- Corporation, Delaware, 2020
- Federal exemptions
- 06b
▶$3.5MraisedNov 2014 · 4 investors · Health InsuranceRule 506(b)
- Robert Channing WheelerDirector
- Carlos FerrerDirector
- David HendersonExecutive Officer
- Kevin HillDirector
- Theodore LundbergDirector
- William StapletonExecutive Officer, Director
- Offering amount
- $16.6M
- Amount sold
- $3.5M
- First sale
- Sep 2014
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Company profile
researched Aug 2026HealthPlanOne (HPOne) is a health and Medicare insurance distribution company that helps consumers learn about, compare and enroll in Medicare insurance plans. The company positions Medicare as a complex and confusing purchase and states a mission of making the learning and shopping process more transparent and simpler in order to support better health outcomes and consumer confidence.
The business is organized around licensed insurance agents supported by internal technology, analytics and digital marketing functions. Public-facing sections of the company's site are divided between consumer-oriented information, career and agent recruitment content, and partner-oriented offerings for health plans and for brokers, indicating a distribution model that serves both end consumers and institutional insurance counterparties.
Business model
HealthPlanOne operates as an insurance distribution intermediary, selling health and Medicare insurance plans to consumers through its agent organization while also offering programs for health plan carriers and for independent brokers [0].
▸Full profile — technology, go-to-market, geography
Technology
The company describes technology and analytics as a core internal capability used to support customer care and agent productivity, alongside digital marketing capabilities used for consumer acquisition [0].
Go-to-market
Consumer acquisition is driven by digital marketing paired with a licensed agent sales force; the company also maintains partnership channels aimed at health plans and at independent brokers [0].
Medicare-eligible consumers shopping for health insurance coverage, plus health plan carriers and independent insurance brokers that use the company's partner programs [0].
Geography
United States, with company references to multiple operating locations including Trumbull, Connecticut; Phoenix, Arizona; and San Antonio, Texas [0].
Compiled by commissioned research from 1 cited public sources — announcements, filings, and press listed under research sources below.
▸Research sources · 1
primary sources listed
- Health Plan ONEhealthplanone.com · web
1 public sources were cited for this profile; the first-party ones are listed here.
Frequently asked questions
- What does Health Plan ONE do?
- HealthPlanOne is a Medicare-focused health insurance sales and brokerage company serving consumers, health plans and brokers.
- Who are Health Plan ONE's investors?
- Health Plan ONE's investors include Escalate Capital Partners.
- How much funding has Health Plan ONE raised?
- Health Plan ONE has disclosed $32.1M raised across 3 rounds.
- Where is Health Plan ONE headquartered?
- Health Plan ONE is headquartered in Trumbull, US.