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  5. HEFFERON INSURANCE, INC.

HEFFERON INSURANCE, INC.

Company Details

Entity Name: HEFFERON INSURANCE, INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 17 Sep 1993
Business ALEI: 0290203
Annual report due: 17 Sep 2025
NAICS code: 524210 - Insurance Agencies and Brokerages
Business address: 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614, United States
Mailing address: 135 LARCHMONT CIRCLE, STRATFORD, CT, United States, 06614
ZIP code: 06614
County: Fairfield
Place of Formation: CONNECTICUT
Total authorized shares: 5000
E-Mail: heather@hefferoninsurance.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2023 061384824 2024-10-15 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-14
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2022 061384824 2023-09-14 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2023-09-14
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-14
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2021 061384824 2022-10-12 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2020 061384824 2021-10-12 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2019 061384824 2020-09-30 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2020-09-30
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-30
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2018 061384824 2019-09-30 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2019-09-30
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-30
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2017 061384824 2018-10-05 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2018-10-05
Name of individual signing EDWARD HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-05
Name of individual signing EDWARD HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2016 061384824 2017-05-17 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2017-05-17
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-17
Name of individual signing HEATHER HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2015 061384824 2016-05-31 HEFFERON INSURANCE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2016-05-31
Name of individual signing EDWARD HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-31
Name of individual signing EDWARD HEFFERON
Valid signature Filed with authorized/valid electronic signature
HEFFERON INSURANCE, INC. PROFIT SHARING PLAN 2012 061384824 2013-04-23 HEFFERON INSURANCE, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-01-01
Business code 524210
Sponsor’s telephone number 2033780403
Plan sponsor’s address 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614

Signature of
Role Plan administrator
Date 2013-04-23
Name of individual signing EDWARD HEFFERON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-04-23
Name of individual signing EDWARD HEFFERON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
HEATHER HEFFERON Agent 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614, United States 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614, United States +1 203-685-6899 heather@hefferoninsurance.com 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614, United States

Officer

Name Role Business address Phone E-Mail Residence address
EDWARD HEFFERON Officer 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614, United States No data No data 135 LARCHMOUNT CIRCLE, STRATFORD, CT, 06614, United States
HEATHER HEFFERON Officer 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614, United States +1 203-685-6899 heather@hefferoninsurance.com 135 LARCHMONT CIRCLE, STRATFORD, CT, 06614, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012290016 2024-08-20 No data Annual Report Annual Report No data
BF-0011255300 2023-09-17 No data Annual Report Annual Report No data
BF-0010310329 2022-09-06 No data Annual Report Annual Report 2022
BF-0009814699 2021-09-17 No data Annual Report Annual Report No data
0007329532 2021-05-10 No data Annual Report Annual Report 2020
0006979292 2020-09-15 No data Annual Report Annual Report 2019
0006974163 2020-09-07 No data Annual Report Annual Report 2018
0006615111 2019-08-06 No data Annual Report Annual Report 2017
0006234345 2018-08-17 No data Change of Agent Address Agent Address Change No data
0006234328 2018-08-17 No data Annual Report Annual Report 2016

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 06 Jan 2025

Sources: Connecticut's Official State Website

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