How big is Hefferon Insurance, Inc.'s plan?

Hefferon Insurance, Inc.'s plan reported $1.1M in assets and 1 participants for 2024.

Original filing (PDF)20250924173809NAL0003168307001

Hefferon Insurance, Inc.

Name: Hefferon Insurance, Inc. — Hefferon Insurance, Inc., Form 5500 (2024)
Creator: Hefferon Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hefferon Insurance, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Hefferon Insurance, Inc.'s Hefferon Insurance, Inc. Profit Sharing Plan held $1.1M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Heather Hefferon signed Hefferon Insurance, Inc.'s 2024 Form 5500 as plan administrator.

Heather Hefferon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hefferon Insurance, Inc.'s EIN is 06-1384824.

EIN 06-1384824

Plan number 001

Plan year 2024

ACK ID 20250924173809NAL0003168307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hefferon Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hefferon Insurance, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEFFERON INSURANCE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

HEFFERON INSURANCE, INC.

EIN

all filings

Address

135 LARCHMONT CIRCLE · STRATFORD, CT · 06614

Phone

(203) 378-0403

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator