Heffernan Insurance Brokers
Walnut Creek, CA
Heffernan Insurance Brokers of Walnut Creek, CA is the broker of record on 179 Form 5500 Schedule A filings covering 142 employer benefit plans across 15 states, with $12,834,091 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Heffernan Insurance Brokers on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| William Bolthouse Farms, Inc. | CA | 2,492 | 2024-12-31 |
| Armanino LLP | CA | 2,427 | 2024-12-31 |
| Service Benefit Trust Fund | NV | 2,398 | 2025-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in California
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.