Heffernan Insurance Brokers Welfare Benefits 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 Welfare Benefits Plan is a benefit plan reported by Heffernan Insurance Brokers under EIN 94-2506099 and plan number 501. The latest loaded filing year is 2023. The filing reports 492 participants and not reported in the loaded dataset 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
- 501
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 492
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 492 | — | 20240626121214NAL0018322594001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.