Plan Ledger DOL Form 5500 · updated monthly

JAMES R NELLIGAN & ASSOCIATESbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$1.8M

JAMES R NELLIGAN & ASSOCIATES was paid $1,844,566 in commissions and fees across 173 employer benefit plans in 2024, as reported on Schedule A ($975,810 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 82 client planslost 43

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 · 2024173
Syfan Logistics GA$19,996
Key West Boats SC$19,309
Cottrell, Inc. GA$15,000
Mbo Partners VA$13,814
Gemma Services PA$11,677
Ursinus College PA$11,454
Lts VA$10,484
Galvion LTD VT$9,785
Trove Fs LLC CT$9,760

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