BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Heffernan

Walnut Creek, CA

Filed under 8 names, including Heffernan Insurance Brokers; Heffernan Ins Brokers; Heffernan Insurnace Brokers; Heffernan Insurance Brokers (ca); Heffernan Insuranace Brokers; Heffernan Dukar Pomeroy Ins Brokers; and others. BenefitsLedger groups a firm's offices together.

Heffernan collected $12M in commissions and fees from 138 employer health plans in plan year 2024 filings, ranking #47 among 12,126 brokers named in the public record. Most of its named clients are in California.

Commissions + fees
$12M
$11M commissions · $1.4M fees
Employer plans
138
557 contracts
Rank
#47
top 1% of 12,126 brokers
Median rate
n/a
fewer than 10 insured medical plans

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Amity Foundation · California$734,815824
The New Iem, LLC · California$723,6091,006
North East Medical Services · California$497,477882
Oak River Insurance Company · California$429,910839
Acumen, LLC · California$333,445765
Armanino LLP · California$332,7642,598
Meow Wolf Inc. · New Mexico$315,039922
Caymus Vineyards, Inc. · California$305,663373
Berkeley Bowl Produce, Inc. · California$279,794456
Singer Vehicle Design LLC · California$274,601396
William Bolthouse Farms, Inc. · California$241,1592,502
CSL Berkshire Operating Company, LLC · California$228,538631
Momentum for Health · California$219,351369
Shields for Families, Inc. · California$213,770308
Keystone Pacific Property Management LLC · California$188,359345
Koinonia Foster Homes · California$186,191224
Puritan Bakery, Inc. · California$181,447328
Guide Dogs for the Blind, Inc. · California$179,412289
GCM Medical and Oem, Inc. · California$176,507260
Figs, Inc. · California$172,407336
Artichoke Enterprises · California$168,701370
Blackhawk Network, Inc. · California$167,2471,440
Burning Man Project · California$154,982161
Bay Area Builders, Inc. · California$147,454170
Common Sense Media, Inc. · California$145,184117

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

115 plans
9 plans
2 plans
2 plans
1 plans
1 plans
1 plans
1 plans

How much does Heffernan earn from employer health plans?

In plan year 2024 filings, employers reported paying Heffernan $12,448,921: $11,034,200 in commissions and $1,414,721 in fees, across 557 insurance contracts at 138 employers. That ranks #47 of 12,126 brokers in the public record.

What commission rate is paid on plans Heffernan brokers?

Not enough fully insured medical plans name Heffernan as the sole broker to compute a stable rate. The national median is 3.8% of premium.

Which employers use Heffernan?

The largest reported payers in 2024 were Amity Foundation, The New Iem, LLC, North East Medical Services. California is its biggest state by employer count (115 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

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