Plan Ledger DOL Form 5500 · updated monthly

Heffernan Insurance Brokersbenefits

Heffernan Insurance Brokers Welfare Benefits Plan · WALNUT CREEK, CA · plan year 2025

Broker compensation reported · 2025
$4,755

Heffernan Insurance Brokers's benefits plans covered 598 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability. Insurance brokers and agents were paid $4,755 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $8 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 160% from $1,832 in 2024.

Insurance contracts · 20252
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 654 covered
VISION SERVICE PLAN · visionpremiums n/a · 478 covered
Brokers & agents paid · 20251
HEFFERNAN INSURANCE BROKERS$4,755 · incl $4,755 fees
Also brokered by Heffernan Insurance Brokers5
Acumen, LLC CA$270,269

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 942506099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.