JAMES R NELLIGAN & ASSOCIATESbroker

Benefits brokerage · plan year 2024 · page 2

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
won Cottrell, Inc.
won Syfan Logistics
won Trove Fs LLC
won Owl Cyber Defense Solutions LLC
won Gateway Ticketing Systems, Inc.
won Thomas College
lost Sightline Hospitality, LLC
lost Risas Dental Management LLC
lost Lohmann Corporation
lost Passero Associates Engineering, Architecture & Surveying, Dpc
lost Blackstone Advanced Technologies LLC
lost Sears Manufacturing Company
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
Engineering Systems Inc IL$4,613
Chucks Auto Salvage, Inc. PA$4,592
Gelber Group, LLC IL$4,582
Strategic Commercial Realty Inc. D/B/A Rawson Materials CT$4,556
Thomas College ME$4,439
Equity Residential IL$4,325
Entech, Inc IN$4,317
Bioderm, Inc. FL$4,005
The Haverford School PA$3,980
Care Plus Nj, Inc. NJ$3,961
Incredible Technologies, Inc. IL$3,920
Owl Cyber Defense Solutions LLC MD$3,863
Saint Joseph's Preparatory School PA$3,788
Ama Consulting Group Benefit Plan FL$3,787
Immaculata University PA$3,670
Friends Select School PA$3,551
Paradise Energy Solutions, LLC PA$3,519
Dempsey Uniferm & Linen Supply, Inc PA$3,430
U.S. Waterproofing & Construction Company IL$3,170
The Agnes Irwin School PA$3,160
Detroit Country Day School MI$3,099
Gateway Science Academy MO$3,039
I2C Synergy, Inc. PA$2,993
Curriculum Associates LLC MA$2,985
Abington Friends School PA$2,879
The Baldwin School PA$2,765
First Commerce Bank NJ$2,760
Emergent Health Partners MI$2,652
The Modern Group, LTD PA$2,572
The Arc Montgomery County MD$2,521
Beyond Support Network NY$2,498
Dura-Stress, Inc. FL$2,294
Boys and Girls Club of Delaware, Inc. DE$2,226
Lehigh Valley Children's Centers, Inc. PA$2,193
Acme Industrial Company IL$2,188
Lavalle Transportation, Inc NY$2,108
Center for Urologic Care of Berks County, P.C. PA$2,062
L.N.K. International, Inc. NY$1,981
Orchard, Hiltz & McCliment, Inc. MI$1,948
Lancaster Country Day School PA$1,825
K & M Associates, L.P. RI$1,729
Delaware County Christian School PA$1,698
Gateway Ticketing Systems, Inc. PA$1,643
Chicago Youth Centers IL$1,638
Performance Motors, Inc. PA$1,607
Vector North America, Inc. MI$1,465
Farmers State Bank IN$1,335
Hafer Petroleum Equipment, LTD. PA$1,329
Falvey Linen Supply RI$1,249
Cca Global Parnters Inc. MO$1,216
Credit Union 1 IL$1,191
Weidenhammer Systems Corporation PA$1,088
Rochester Iron & Metal, Inc. IN$1,065
Profile Plan Holdings, LLC SD$1,006
Benton Foundry, Inc. PA$1,004
Delivery Concepts, Inc. IN$993
Triad Enterprises Inc SC$945
First Commerce Bank NJ$895
Jamil Packaging Corporation IN$879
First Commerce Bank NJ$781
D&B Construction Group, LLC PA$642
Deer Oaks - a Behavioral Health Organization TX$628
Stabilus, Inc. NC$611
Thames Shipyard & Repair Co., Inc. CT$568
St Luke Residential Health Care Facility, Inc NY$553
Schenck, Price, Smith & King, LLP NJ$547
Chicago Review Press Inc dba Independent Publishers Group IL$506
Diaspark Inc. NJ$444
Officeworks, Inc MA$328
Temple, Inc. NC$311
Cornelis Networks PA$222
Countertek Inc. PA$198
Davis Defense Group, Inc. VA$18

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