OpenERISA

Heffernan Insurance Brokers

Walnut Creek, CA, 94596

EIN 94-2506099
Plans
2
Total participants
5,137
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Heffernan Insurance Brokers 401(K) Plan782
2024Form 5500501Heffernan Insurance Brokers Welfare Benefits Plan561
2023Form 5500001Heffernan Insurance Brokers 401(K) Plan638
2023Form 5500501Heffernan Insurance Brokers Welfare Benefits Plan508
2022Form 5500001Heffernan Insurance Brokers 401(K) Plan539
2022Form 5500501Heffernan Insurance Brokers Welfare Benefits Plan485
2021Form 5500001Heffernan Insurance Brokers 401(K) Plan506
2021Form 5500501Heffernan Insurance Brokers Welfare Benefits Plan368
2020Form 5500001Heffernan Insurance Brokers 401(K) Plan431
2020Form 5500501Heffernan Insurance Brokers Welfare Benefits Plan319

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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