Heffernan Insurance Brokers 401(K) Plan — Form 5500 plan (Heffernan Insurance Brokers)
Plain-English plan 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, Heffernan Insurance Brokers 401(K) Plan is a benefit plan reported by Heffernan Insurance Brokers under EIN 94-2506099 and plan number 001. The latest loaded filing year is 2023. The filing reports 765 participants and $109,867,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heffernan Insurance Brokers
- EIN
- 94-2506099
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 765
- End-of-year plan assets
- $109,867,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 765 | H, C | 20241001131644NAL0012408816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,867,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,867,422
- Net assets (BOY)
- $91,600,290
Income & contributions
- Employer contributions
- $1,451,756
- Participant contributions
- $5,503,398
- Total contributions
- $8,213,282
- Total income / additions
- $24,670,761
Expenses & distributions
- Benefits paid
- $8,272,602
- Administrative expenses
- $56,099
- Total expenses
- $8,316,599
- Net increase / (decrease)
- $16,354,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $32,873 | $0 | 2023 |
| Armanino Mckenna Llp | AUDITOR | $23,226 | not reported in the loaded dataset | 2023 |