Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$542K
- Short-term disability$542K
- Long-term disability$542K
- Other$542K
- Vision$104K
Sponsor portfolio
HEFFERNAN INSURANCE BROKERS
EIN 94-2506099insuranceLatest filing 2025
Plans
2
Retirement
1
$129.7M assets
Welfare
1
$646K premiums
Participants
1,541
1350 CARLBACK AVENUE SUITE 200 - WALNUT CREEK, CA 94596925-295-2596heffins.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $646K premiums / 654 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA84%
- VISION SERVICE PLAN16%
Broker market share
Schedule A broker compensation
100%top
- HEFFERNAN INSURANCE BROKERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEFFERNAN INSURANCE BROKERS 401(K) PLAN
401k
Assets$129.7M
Participants935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$646K
Covered lives654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEFFERNAN INSURANCE BROKERS 401(K) PLAN | 401k | $129.7M | 935 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $646K | 654 | 2025 |
Retirement plans
Welfare plans