Plan Ledger DOL Form 5500 · updated monthly

JAMES R. NELLIGAN & ASSOCIATES, LLCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$3.2M

JAMES R. NELLIGAN & ASSOCIATES, LLC was paid $3,168,862 in commissions and fees across 262 employer benefit plans in 2024, as reported on Schedule A ($1,944,481 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 162 client planslost 44
lost Mssc

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 · 2024262
Pharmscript LLC NJ$74,111
Akerman LLP FL$55,098
Ndt Global LLC TX$36,731
Triage, LLC NE$33,539
Bakerly, LLC PA$30,130
Ssa Group LLC CO$28,375
Traffix USA Inc IL$21,195
Traffix USA Inc IL$21,195
Traffix USA Inc IL$21,195
Castellum, Inc. VA$20,073
Qnb Bank PA$15,441
Cynosure, LLC MA$14,688
Adcellerant LLC CO$12,058
Rio Grande Co. CO$11,731
HR Plus, LLC KY$11,286

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