Welfare broker

JOSEPH E HENEHAN FIN & INS SVCS INC

Mailing address (most recent filing)
685 CARNEGIE DRIVE
SUITE 205
SAN BERNARDINO, CA 92408
Total comp
$429K
Commissions
$378K
Fees
$51K
Filings
6
Sponsors
6

Joseph E Henehan Fin & Ins Svcs Inc at a glance

Joseph E Henehan Fin & Ins Svcs Inc appears as a broker on 6 Form 5500 Schedule A filings for 6 employer sponsors. Insurers reported $429K in commissions and fees paid to Joseph E Henehan Fin & Ins Svcs Inc. Most client plans are sponsored in CA. The most common carriers in the book are Blue Cross of California, Anthem Life Insurance Company and Aetna Life Insurance Company. The largest clients include Open Health Trust, Mountain View Child Care Inc. and Mag Instrument, Inc..

Primary-broker plans
3
Covered premium
$8.9M
Market share
0.004%
Of all reported broker comp

Top 3 client plans

Plans where Joseph E Henehan Fin & Ins Svcs Inc is the primary broker on the latest filing

SponsorStatePremiumCovered
Open Health TrustCA$4.5M761
Mountain View Child Care Inc.CA$1.9M281
Mag Instrument, Inc.CA$1.2M134

Top client states

  1. CA3 plans

Frequently asked questions

Who uses Joseph E Henehan Fin & Ins Svcs Inc?
6 employer sponsors list Joseph E Henehan Fin & Ins Svcs Inc as a broker on Schedule A of Form 5500. The largest clients include Open Health Trust, Mountain View Child Care Inc. and Mag Instrument, Inc.. Most client plans are sponsored in CA.
How many employer plans does Joseph E Henehan Fin & Ins Svcs Inc serve?
Joseph E Henehan Fin & Ins Svcs Inc appears on 6 Schedule A filings for 6 employer health and welfare plan sponsors.
How much does Joseph E Henehan Fin & Ins Svcs Inc earn?
Insurers reported $429K in total compensation paid to Joseph E Henehan Fin & Ins Svcs Inc: $378K in commissions and $51K in fees. Schedule A reports what insurers pay brokers, not fees that employers pay directly.

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1-3 of 3 sponsors where JOSEPH E HENEHAN FIN & INS SVCS INC is the primary broker (latest filing per plan)

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