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Sponsor portfolioWelfare / HealthEIN 94-2506099

HEFFERNAN INSURANCE BROKERS

1350 CARLBACK AVENUE SUITE 200 · WALNUT CREEK, CA 94596
9252952596
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$646K
No prior year
Persons covered
654
No prior year
Total participants
606
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$646K
HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN
Mixed654 covered·2 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$542K23.9%
Short-term disability$542K23.9%
Long-term disability$542K23.9%
Other$542K23.9%
Vision$104K4.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LSTDLTDOth
$542K84.0%11654
VISION SERVICE PLAN
EIN 941632821
V
$104K16.0%11478

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HEFFERNAN INSURANCE BROKERSWALNUT CREEK, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$5K$5K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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