Heffernan Insurance Brokers
Walnut Creek, CA
Heffernan Insurance Brokers of Walnut Creek, CA is the broker of record on 250 Form 5500 Schedule A filings covering 163 employer benefit plans across 15 states, with $16,775,808 in reported broker commissions (plan year 2025).
Quick answer
Heffernan Insurance Brokers (Walnut Creek, CA) is the broker of record for 163 employer benefit plan sponsors on 250 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Heffernan Insurance Brokers have?
- Heffernan Insurance Brokers is named as broker on Form 5500 Schedule A filings for 163 distinct plan sponsors in 15 states.
- Who are Heffernan Insurance Brokers's largest employer clients?
- By plan participants, the largest include Service Benefit Trust Fund (2,398 participants), Armanino Advisory LLC (2,184 participants) and Nysarc Inc. - Nassau County Chapter (2,115 participants).
- How much does Heffernan Insurance Brokers earn in commissions?
- Insurers reported $16.8 million in broker commissions and $2.4 million in fees paid to Heffernan Insurance Brokers for plan year 2025, per Schedule A Part 1.
- Where is Heffernan Insurance Brokers located?
- Heffernan Insurance Brokers is based in Walnut Creek, CA and has employer clients in 15 states.
- How does Heffernan Insurance Brokers rank among benefits brokers in California?
- Heffernan Insurance Brokers ranks #19 by employer clients among the 50 most active benefits brokers based in California.
Source: Fundz verified event record.
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 |
|---|---|---|---|
| Service Benefit Trust Fund | NV | 2,398 | 2025-12-31 |
| Armanino Advisory LLC | CA | 2,184 | 2025-12-31 |
| Nysarc Inc. - Nassau County Chapter | NY | 2,115 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.