Heffernan Insurance Brokers
California
Registered In
07/17/1978
Incorp. Date
Company Summary
Heffernan Insurance Brokers at 1350 Carlback Ave, Walnut Creek, Ca 94596 lists Francis Michael Heffernan III and Philip Mortimer of Walnut Creek, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Jennifer Anne Mahoney
Individual Agent
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Francis Michael Heffernan III
CEO
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Philip Mortimer
Chief Financial Officer
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Barbara Kamm
Director
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Matthew Ebbel
Director
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Jennifer Mahoney
Director
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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John Prichard
Director
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Francis Michael Heffernan
Director
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Brian Dantzig
Director
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Elizabeth Bishop
Director
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
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Showing 10 of 18 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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1350 CARLBACK AVE, WALNUT CREEK, CA 94596
(Mailing)
View Map
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Financials
Financial Information for Heffernan Insurance Brokers
Form 5500
HEFFERNAN INSURANCE BROKERS
1350 Carlback Avenue Suite 200, Walnut Creek, Ca 94596 (925) 295-2596 EIN:94-2506099 Plan Admin:Philip Mortimer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameHEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY492 / 0 Assets BOY/EOY$0 / $0 | 2023 | HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN - Plan #501 | 492 / 0 | $0 / $0 |
| 2022 | Plan NameHEFFERNAN INSURANCE BROKERS 401(K) PLAN Plan #001 Participants BOY/EOY661 / 692 Assets BOY/EOY$105,331,262 / $91,600,289 | 2022 | HEFFERNAN INSURANCE BROKERS 401(K) PLAN - Plan #001 | 661 / 692 | $105,331,262 / $91,600,289 |
| 2022 | Plan NameHEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY377 / 0 Assets BOY/EOY$0 / $0 | 2022 | HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN - Plan #501 | 377 / 0 | $0 / $0 |
| 2021 | Plan NameHEFFERNAN INSURANCE BROKERS 401(K) PLAN Plan #001 Participants BOY/EOY582 / 646 Assets BOY/EOY$92,164,390 / $105,331,262 | 2021 | HEFFERNAN INSURANCE BROKERS 401(K) PLAN - Plan #001 | 582 / 646 | $92,164,390 / $105,331,262 |
| 2021 | Plan NameHEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY319 / 0 Assets BOY/EOY$0 / $0 | 2021 | HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN - Plan #501 | 319 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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