JAMES R NELLIGAN & ASSOCIATES LLCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$4.5M

JAMES R NELLIGAN & ASSOCIATES LLC was paid $4,529,741 in commissions and fees across 356 employer benefit plans in 2024, as reported on Schedule A ($2,166,741 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 189 client planslost 93
won Ricardo LLC
won A-P-T Research, Inc.
won Whitman-Walker Health
won Acero Charter Schools Inc.
won Northwest Federal Credit Union
won Ttx Holdings, Inc.
lost Syfan Logistics
lost Fellowship Health Resources, Inc.
lost Health Systems Cooperative Laundries
lost Boom, Inc.
lost Doyle Security Systems, Inc.
lost Newcastle Limited
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 · 2024356
Brookdale Senior Living Inc. TN$290,883
Community Financial System, Inc. NY$156,029
Munster Medical Research Foundation, Inc. IN$103,694
Esler Companies, LLC CO$82,258
Titan International, Inc. IL$68,338
Hydac Technology Corp. PA$61,286
Cordis US Corp FL$60,901
The Longstreet Clinic, P.C. GA$55,526
Totalmed Staffing, LLC WI$50,061
Witron Integrated Logistics Corporation IL$46,633
The West Clinic, PLLC TN$46,029
Sightline Hospitality, LLC CA$43,619
Cardiology Consultants of Philadelphia, P.C. PA$42,937
The Arora Group Inc MD$42,730
Fuelcell Energy, Inc. CT$41,816
Odyssey Reinsurance Company CT$41,385
Alacrity Solutions Group, LLC LA$39,131
Rcm Technologies USA Inc. NJ$38,975
Pollard Games, Inc. dba American Games and International Gamco IA$38,874
Aeyon LLC VA$37,685
J. Knipper & Co., Inc. NJ$37,339
Storage Asset Management, LLC PA$37,017
Peoplelink LLC IN$36,041
Compucom Systems, Inc. SC$35,373
Pave America Interco, LLC VA$35,192
Allied Resources Group LLC PA$34,597
Itc Federal LLC VA$33,678
Robertet, Inc. NJ$33,515
Saks Global Enterprise LLC NY$33,341
Aipso RI$32,934
Taco, Inc. RI$32,695
Duane Morris LLP PA$32,579
The Computing Technology Industry Association IL$31,460
Walsh University, Inc. OH$31,265
Amplify Education, Inc. NY$30,307
Great Minds Pbc MD$30,079
Horne LLP MS$29,839
Romano Chrysler - Jeep, Inc. NY$29,229
Loretto Management Corporation NY$28,680
Pt Intermediate Holdings IV, LLC IL$28,421
Dutch Valley Food Distributors, Inc. PA$27,676
Reveal Data Corporation IL$26,754
Thanexus, Inc. NJ$26,074
Feldmeier Equipment, Inc. NY$25,983
Acero Charter Schools Inc. IL$25,971
Ilpea Industries, Inc. IN$25,951
Ics Holding LLC TX$25,188
Harp Holdings Group, Inc PA$25,161
International Wire Group Inc NY$24,741
Direct Travel CO$24,441
Hirotec America, Inc. MI$24,341
Listrak Inc. PA$24,123
Teva Pharmaceuticals NJ$23,656
Luby's Restaurant Corporation TX$22,697
Northwest Federal Credit Union VA$22,424
The Boldt Company WI$22,164
The Tendit Group, LLC CO$22,096
Bowman Consulting Group, LTD VA$21,724
Private Client Select Insurance Services LLC FL$21,680
Pencor Services, Inc. PA$21,517
Breakthrough T1D NY$21,214
Whitman-Walker Health DC$21,072
Hospice & Palliative Care Buffalo, Inc. NY$20,947
Hrm Enterprises Inc OH$20,398
Trafera, LLC MN$20,204
Bressler, Amery and Ross, PC NJ$19,657
Evans Network Services, Inc. PA$19,444
Smithbucklin Corporation IL$19,371
Rosenberger North America Akron, LLC PA$19,316
Brentwood Industries, Inc. PA$18,873
Bond, Schoeneck & King, PLLC NY$18,855
Anesthesia Specialists of Bethlehem, P.C. PA$18,656
Horwith Trucks, Inc. PA$18,355
Association of Universities for Research in Astronomy, Inc. DC$18,298
True North Health Navigation LLC CO$17,925
Gogo Business Aviation, LLC CO$17,884
Showpad, Inc IL$17,758
Wayne Davis Concrete Co GA$17,700
Williams Oil Company, Inc. PA$17,512
Visiting Nurse Health System, Inc. GA$17,490
Dynamic Aviation Group, Inc. VA$17,013
Little City Foundation IL$16,983
Gpd Holdings LLC dba Coinflip IL$16,876
Greater Chicago Food Depository IL$16,661
Strategic Commercial Realty Inc. D/B/A Rawson Materials CT$16,491
Inspira Financial Trust, LLC IL$16,088
Beaulieu International-Beauflor USA GA$15,928
Knight Material Technologies, LLC OH$15,884
Newly Weds Foods, LLC IL$15,868
Adkev, Inc IN$15,642
Premier Medical Group of the Hudson Valley, P.C. NY$15,590
Quail Ridge Property Owners Association Inc FL$15,586
Roadrunner Recycling, Inc. PA$15,576
Ttx Holdings, Inc. WI$15,342
Patrol Protect Secure, Inc. IL$15,336
Casa Inc. MD$15,249
Maine Oxy-Acetylene Supply Co. ME$15,247
Riverstone Resources LLC NH$15,219
Naropa University CO$15,155
Buckland Global Trade Services MI$14,915

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.