Plan Ledger DOL Form 5500 · updated monthly

HEFFERNAN INSURANCE BROKERSbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$12.4M

HEFFERNAN INSURANCE BROKERS was paid $12,372,473 in commissions and fees across 140 employer benefit plans in 2024, as reported on Schedule A ($1,401,820 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 35 client planslost 23

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024140
Amity Foundation CA$734,815
The New Iem, LLC CA$723,609
Acumen, LLC CA$333,445
Armanino LLP CA$332,764
Meow Wolf Inc. NM$315,039
Figs, Inc. CA$172,407
Cch CA$126,561
Studio 71, LP CA$117,365
Onewell LLC PA$112,042
Buck Design LLC CA$99,880
Insight Housing CA$97,164
Mina Group CA$66,119
Polly's Inc. CA$58,311
Rcp Marysville CA$57,376
Purple Brands CA$55,476
Vagaro Inc CA$33,182
Anvil Builders CA$32,372
Modular Inc. CA$30,087

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the HEFFERNAN INSURANCE BROKERS brand.