Heffernan Insurance Brokers

Wisconsin
Registered In
05/14/2004
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Heffernan Insurance Brokers in Wisconsin was registered on 05/14/2004. The status for this business is listed as incorporated/qualified/registered.

Overview

Registered In
Wisconsin
Incorporation Date
Company Type
Foreign Corporation
Status
Incorporated/Qualified/Registered
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Corporation Service Company Registered Agent
8040 EXCELSIOR DR STE 400, MADISON, WI 53717

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 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 Missouri
Clayton, MO View Report

Sources

The following government agencies have contributed data:

• Wisconsin Department of Financial Institutions • U.S. Department of Labor
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