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
Filings through .
Heffernan Insurance Brokers
EIN 94-2506099insuranceLatest filing 2025
Plans
2
Retirement
1
$161.0M assets
Health & Benefits
1
$646K premiums
Participants
1,655
1350 CARLBACK AVENUE SUITE 300 - WALNUT CREEK, CA 94596925-934-8500heffins.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $646K premiums / 654 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HEFFERNAN INSURANCE BROKERS 401(K) PLAN
401(k)
Assets$161.0M
Participants1,049
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$646K
Covered lives654
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HEFFERNAN INSURANCE BROKERS 401(K) PLAN | 401(k) | $161.0M | 1,049 | 2025 |
- #001 · 401(k) · 20251,049
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025654
Retirement plans
Health & Benefits plans