Heffernan Insurance Brokers

Pennsylvania
Registered In
03/07/2005
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Heffernan Insurance Brokers at Corporation Service Company lists F Michael Heffernan of Walnut Creek, CA as the associate.

Registered In
Pennsylvania
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
California
Company Type
Foreign Business Corporation
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
F Michael Heffernan President
1350 CARLBACK AVE STE 100, WALNUT CREEK, CA 94596
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!
Corporation Service Company 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.
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 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 Oklahoma
Oklahoma City, OK 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
Person/City Match:F Michael Heffernan - Walnut Creek, CA
Iron Guard Solutions Inc. Registered in West Virginia
Charleston, WV (3 more) View Report
1350 Carlback Avenue, LLC Registered in California
San Rafael, CA Walnut Creek, CA View Report
216 El Camino Medio Street LLC Registered in California
Walnut Creek, CA View Report
28 Moana Circle LLC Registered in California
Walnut Creek, CA View Report
43 Nokomis Avenue LLC Registered in California
Walnut Creek, CA View Report
881-883 4th Street LLC Registered in California
San Rafael, CA Walnut Creek, CA View Report
Chambers Punch Investor Group, LLC Registered in California
Walnut Creek, CA View Report
Eleven Fifth Street, LLC Registered in California
San Rafael, CA View Report
Heffernan Altumai LLC Registered in California
Walnut Creek, CA View Report
Heffernan Antico Restaurant LLC Registered in California
San Rafael, CA Walnut Creek, CA View Report
Heffernan Insurance Brokers, Inc. Registered in Oregon
Walnut Creek, CA View Report
Petaluma, CA Walnut Creek, CA View Report
Ross, CA View Report
Moana Investors, LLC Registered in California
Walnut Creek, CA View Report
Wrap Up Insurance Solutions, Inc. Registered in California
Chesterfield, MO Walnut Creek, CA View Report
Iron Guard Solutions Inc. Registered in Idaho
Nampa, ID Phoenix, AZ (2 more) View Report
Iron Guard Solutions Inc. Registered in Georgia
Walnut Creek, CA View Report
Bertagna Vineyards LLC Registered in California
Walnut Creek, CA View Report

The following government agencies have contributed data:

Pennsylvania Department 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