Plan Ledger DOL Form 5500 · updated monthly

HEFFERNAN INSURANCE BROKERSbroker

Benefits brokerage · plan year 2024 · page 2

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
Jbc Limited LLC OR$23,182
Stink, Inc. CA$21,140
Impact Nw OR$19,277
Oparc CA$18,214
Propeller, Inc. OR$17,290
Colorcoat, Inc. CA$15,992
Polly's Inc. CA$1,705

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