Plan Ledger DOL Form 5500 · updated monthly

JAMES R. NELLIGAN & ASSOCIATESbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$3.7M

JAMES R. NELLIGAN & ASSOCIATES was paid $3,675,596 in commissions and fees across 238 employer benefit plans in 2024, as reported on Schedule A ($705,558 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 142 client planslost 48

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024238
Freedompay, Inc PA$147,353
Abec, Inc. PA$81,281
Presidio, LLC VA$73,566
Imanage IL$64,632
Novae Parent LP IN$33,331
Pfnonwovens LLC PA$31,749
Ics Holding LLC TX$30,575
Sentar Inc. AL$25,896
Eneos USA Inc. AL$24,963
Rks Associates NJ$17,315
Psi Pax, Inc. MD$17,241
Zerorez Inc. UT$15,600
Dpix, LLC CO$14,619
Ease Logistics OH$12,803
Nexrep, LLC ME$10,575
Project Home PA$10,428

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the JAMES R. NELLIGAN & ASSOCIATES brand.