Heffernan Insurance Brokers, Inc.

Form 5500

HEFFERNAN INSURANCE BROKERS, INC.

1350 Carlback Avenue Suite 300, Walnut Creek, Ca 94596 (925) 934-8500 EIN:94-2506099 Plan Admin:Philip Mortimer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
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
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
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
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