Heffernan Insurance Brokers, Inc. 401(k) Plan: Login, Facts & Contact Information
Heffernan Insurance Brokers, Inc. 401(k) Login
147 former Heffernan Insurance Brokers, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heffernan Insurance Brokers, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 12, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $14.1 million went into the plan in contributions, $1.99 million of it from the employer (14%).
- $9.49 million was paid out to participants.
- Investment and other income added $15.3 million.
- Administrative expenses were $40,970, about $47 per account.
How the Heffernan Insurance Brokers, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 513 | $82.0 million | $0 | $3.96 million |
| 2020 | 531 | $92.2 million | $558,072 | $5.67 million |
| 2021 | 582 | $105.3 million | $637,907 | $4.77 million |
| 2022 | 661 | $91.6 million | $1.02 million | $3.71 million |
| 2023 | 765 | $109.9 million | $1.45 million | $8.27 million |
| 2024 | 870 | $129.7 million | $1.99 million | $9.49 million |
Heffernan Insurance Brokers, Inc. 401(k) Contact Information
Questions about the Heffernan Insurance Brokers, Inc. 401(k)
Does Heffernan Insurance Brokers, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.99 million, 14% of all contributions.
Does the Heffernan Insurance Brokers, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Heffernan Insurance Brokers, Inc 401(k) plan?
870 participants at the start of plan year 2024, 782 of them active employees, and 147 former employees who still had money in the plan.
What is the average 401(k) balance at Heffernan Insurance Brokers, Inc?
About $148,585 per account: $129.7 million in plan assets across 873 accounts with a balance at the end of plan year 2024.
Who manages the Heffernan Insurance Brokers, Inc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heffernan Insurance Brokers, Inc. How do I access my 401(k)?
Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.