Search public Form 5500 filings

Plans

• planHeffernan Insurance Brokers 401(K) PlanFinancial statementProvider compensation2023 filing
  Sponsor: Heffernan Insurance BrokersEIN: 94-2506099Plan: 001Participants: 765Assets: $109,867,422Location: Walnut Creek, CALatest: 2023
• planHeffernan Insurance Brokers Welfare Benefits Plan2023 filing
  Sponsor: Heffernan Insurance BrokersEIN: 94-2506099Plan: 501Participants: 492Assets: not reported in the loaded datasetLocation: Walnut Creek, CALatest: 2023