Heffernan Insurance Brokers

Oklahoma
Registered In
02/15/1995
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Heffernan Insurance Brokers in Walnut Creek, CA was registered on 02/15/1995. It is listed at 1350 Carlback Ave STE 200, Walnut Creek, Ca 94596.

Overview

Registered In
Oklahoma
Incorporation Date
Company Type
Foreign for Profit Business Corporation
Status
In Existence
Registration Type
Foreign
Foreign Jurisdiction
California
Find Social Profiles
Search Other Resources

People

Corporation Service Company Registered Agent
10300 GREENBRIAR PL, OKLAHOMA CITY, OK 73159

Map & Locations

1350 CARLBACK AVE STE 200, WALNUT CREEK, CA 94596 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Heffernan Petersen Insurance Agents
Walnut Creek, CA

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
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.

Linked Companies

Related Business Names:
Heffernan Insurance Brokers Registered in New York
Albany, NY View Report
Heffernan Insurance Brokers Registered in Rhode Island
Walnut Creek, CA (1 more) View Report
Heffernan Insurance Brokers Registered in Michigan
Lansing, MI East Lansing, MI View Report
Heffernan Insurance Brokers Registered in West Virginia
Charleston, WV Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Ohio
Upper Arlington, OH Walnut Creek, CA (1 more) View Report
Heffernan Insurance Brokers Registered in California
Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Nevada
Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Massachusetts
Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Pennsylvania
Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Vermont
Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Washington
Walnut Creek, CA View Report
Bismarck, ND Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Kansas
Topeka, KS Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Idaho
Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Colorado
Englewood, CO Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Maine
Augusta, ME Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Texas
Lafayette, CA Walnut Creek, CA View Report
Heffernan Insurance Brokers Registered in Wisconsin
Madison, WI View Report
Heffernan Insurance Brokers Registered in Missouri
Clayton, MO View Report
Address Match:1350 Carlback Ave Ste 200 Walnut Creek, CA
Heffernan Insurance Brokers Corporation Registered in New Mexico
Santa Fe, NM Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc Registered in Arizona
Phoenix, AZ Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc. Registered in North Dakota
Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc. Registered in Tennessee
Nashville, TN Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc. Registered in Connecticut
Hartford, CT Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc. Registered in Virginia
Walnut Creek, CA View Report
Heffernan Insurance Brokers Inc Registered in Utah
Salt Lake City, UT Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc. Registered in Alaska
Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc. Registered in Missouri
Walnut Creek, CA View Report
1315 Alma Avenue #441, LLC Registered in California
Walnut Creek, CA View Report
216 Capitola LLC Registered in California
Walnut Creek, CA View Report
Heffernan Brokerage Group, LLC Registered in California
Walnut Creek, CA San Francisco, CA View Report
Heffernan Group Foundation LLC Registered in California
Walnut Creek, CA View Report
Investor Epointinsure Captive One, LLC Registered in California
Walnut Creek, CA San Rafael, CA View Report
Fairfield, CA Walnut Creek, CA View Report
Socius Insurance Services, Inc. Registered in California
Walnut Creek, CA View Report
Address Match:1350 Carlback Ave Walnut Creek, CA
216 El Camino Medio Street LLC Registered in California
Walnut Creek, CA View Report
Heff Corinthian LLC Registered in California
Walnut Creek, CA View Report
Heffernan Bright, Inc Registered in Oregon
Walnut Creek, CA View Report
Heffernan Network Insurance Brokers Registered in California
Walnut Creek, CA View Report
Heffernan Tucker Insurance Services LLC Registered in California
Walnut Creek, CA View Report
Heffernan Twis LLC Registered in California
Walnut Creek, CA View Report
Rocky Mountain Heff LLC Registered in California
San Francisco, CA Walnut Creek, CA View Report
Walnut Creek, CA View Report
Selectsolutions Insurance Services, Inc. Registered in California
Walnut Creek, CA Wilmington, DE View Report
Shareheffholder Llc Series E Registered in California
Walnut Creek, CA View Report
Wc Investor Group One LLC Registered in California
Walnut Creek, CA View Report
Iron Guard Solutions Inc. Registered in North Carolina
Walnut Creek, CA View Report
Walnut Creek, CA View Report
Walnut Creek, CA View Report
Walnut Creek, CA View Report
Selectsolutions Insurance Services, LLC Registered in North Dakota
Bismarck, ND Walnut Creek, CA View Report
Dudley Ellis & Associates Registered in California
Walnut Creek, CA View Report
Psm Management Account Registered in California
Walnut Creek, CA View Report

Sources

The following government agencies have contributed data:

• Oklahoma Secretary of State • U.S. Department of Labor
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States