2023 Form 5500 filing — Heffernan Insurance Brokers 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001131644NAL0012408816001) for Heffernan Insurance Brokers 401(K) Plan, reported by Heffernan Insurance Brokers under EIN 94-2506099 and plan number 001. It reports 765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001131644NAL0012408816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heffernan Insurance Brokers
- EIN
- 94-2506099
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 765
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,867,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,867,422
- Employer contributions
- $1,451,756
- Participant contributions
- $5,503,398
- Total income / additions
- $24,670,761
- Benefits paid
- $8,272,602
- Administrative expenses
- $56,099
- Total expenses
- $8,316,599
- Net increase / (decrease)
- $16,354,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,873 | $0 |
| Armanino Mckenna Llp | AUDITOR | $23,226 | not reported in the loaded dataset |