Heffernan Insurance Brokers

Massachusetts
Registered In
05/07/2004
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Heffernan Insurance Brokers at 1350 Carlback Ave STE 100, Walnut Creek, Ca 94596 lists F. Michael Heffernan III of Walnut Creek, CA and Brian Dantzig.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Corporation
Status
Active
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Corporation Service Company Registered Agent
84 STATE ST, BOSTON, MA 02109
F. Michael Heffernan III President
1350 CARLBACK AVE STE 100, WALNUT CREEK, CA 94596
Brian Dantzig Director
Barbara Kamm Director
F. Michael Heffernan III Director
1350 CARLBACK AVE STE 100, WALNUT CREEK, CA 94596
Donald Williams Director
William Sommer Director
Elizabeth Bishop Director
Kathy M. Mccarthy Director
1350 CARLBACK AVE STE 100, WALNUT CREEK, CA 94596
John Tallarida Director
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1350 CARLBACK AVE STE 100, WALNUT CREEK, CA 94596 View Map

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
2020 Plan NameHEFFERNAN INSURANCE BROKERS 401(K) PLAN Plan #001 Participants BOY/EOY531 / 558 Assets BOY/EOY$82,008,562 / $92,164,390 2020 HEFFERNAN INSURANCE BROKERS 401(K) PLAN - Plan #001 531 / 558 $82,008,562 / $92,164,390
2020 Plan NameHEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY354 / 0 Assets BOY/EOY$0 / $0 2020 HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN - Plan #501 354 / 0 $0 / $0
2019 Plan NameHEFFERNAN INSURANCE BROKERS 401(K) PLAN Plan #001 Participants BOY/EOY513 / 527 Assets BOY/EOY$41,401,638 / $82,008,562 2019 HEFFERNAN INSURANCE BROKERS 401(K) PLAN - Plan #001 513 / 527 $41,401,638 / $82,008,562
2019 Plan NameHEFFERNAN INSURANCE BROKERS ESOP Plan #002 Participants BOY/EOY345 / 0 Assets BOY/EOY$23,816,653 / $0 2019 HEFFERNAN INSURANCE BROKERS ESOP - Plan #002 345 / 0 $23,816,653 / $0
2019 Plan NameHEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY353 / 0 Assets BOY/EOY$0 / $0 2019 HEFFERNAN INSURANCE BROKERS WELFARE BENEFITS PLAN - Plan #501 353 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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