JAMES R NELLIGAN & ASSOCIATES LLCbroker

Benefits brokerage · plan year 2024 · page 2

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
Market Resource Partners LLC PA$14,868
Duracell U.S. Operations, Inc. IL$14,806
Kenmore Envelope Company, Inc. VA$14,771
Hyphen Solutions, LLC TX$14,634
International Union of Painters and Allied Trades MD$14,467
Cardiovascular Associates of the Delaware Valley PA NJ$14,240
Southern Tank Transport, Inc. SC$14,228
Herbein and Company, Inc. PA$14,111
Science Systems and Applications, Inc. MD$14,059
Demmer Holdings, Inc. CO$13,804
American Society for Testing & Materials PA$13,703
Linkbancorp, Inc. PA$13,684
Trustile Doors, LLC CO$13,374
Better Made Snack Foods, Inc. MI$13,372
The Phoenix Forge Group LLC PA$13,224
Capano Management Company DE$12,807
Lts VA$12,612
Vzl Staffing Services LLC IL$12,528
Virtru Corporation DC$12,221
The Summit Center Inc. NY$12,150
Action Enterprise Holdings, LLC AL$12,056
Dutch Oil Company MS$11,855
Centurum, Inc NJ$11,623
Physicians Practice Enhancement LLC NJ$11,602
The Jones Company GA$11,495
Health Information Associates, Inc. SC$11,461
Kwang Jin America, Inc. MI$11,453
Munich Re Specialty Group N.A., Inc. IL$11,408
Robert D. Gilmore & Associates, Inc. PA$11,240
St. Camillus Residential Health Care Facility NY$11,204
Liscr, LLC VA$10,954
Vallorbs Jewel Company PA$10,908
Claxton-Hepburn Medical Center NY$10,881
Myco Mechanical, Inc. PA$10,806
Sterling Engineering IL$10,614
Cbeyondata LLC VA$10,523
Innovative Solutions & Support, LLC PA$10,476
Odyssey House, Inc. NY$10,430
Novatech, LLC PA$10,376
Community Action Partnership of Lancaster County, Inc. PA$10,356
Prohealth Care WI$10,233
Sonoran Schools AZ$10,094
Aui, Inc. MD$10,093
Bankfinancial NA IL$9,971
Bridgepoint Healthcare LLC VA$9,840
Discovery Education Services, Inc FL$9,645
American Society of Anesthesiologists IL$9,480
Dynamic Service Solutions MD$9,409
Reveal Data Corporation IL$9,265
Motor Truck Equipment Company PA$9,121
Material Control Systems, Inc. SC$9,084
Gabriel, Roeder, Smith & Company Holdings, Inc. MI$9,065
Madison Apartment Group, L.P. PA$9,053
Lavalle Transportation, Inc NY$8,973
Wirco, Inc. IN$8,575
Southern Tier Community Health Center Network, Inc. NY$8,555
Manhard Consulting, LTD. IL$8,435
Handex Consulting and Remediation FL$8,434
Glenmark Pharmaceuticals Inc., USA NJ$8,395
Concept Schools Nfp IL$8,202
Assa Abloy Fenestration LLC NY$8,196
Tompkins Financial Corporation NY$8,013
Peter Paul Electronics Co., Inc. CT$7,967
Motor Truck Equipment Company PA$7,949
Pollard Banknote LTD. dba Pollard (U.S.) LTD. MI$7,943
Windy City Representatives MA$7,915
Dura-Stress, Inc. FL$7,845
Vonachen Group, Inc. IL$7,813
Bj Baldwin Electric, Inc. PA$7,690
Maugus Manufacturing, Inc. PA$7,668
Bachman's Roofing, Building & Remodeling, Inc. PA$7,643
Genus Lifesciences Inc. PA$7,573
Rajant Corporation PA$7,210
Plyco Corporation WI$7,103
American Crane & Equipment Corporation PA$7,036
Fgm Architects Inc IL$7,021
Hutchinson Automotive, Inc. GA$7,018
Delaware Valley University PA$6,816
Environmental Landworks Company Inc CO$6,781
Fastco Industries, Inc. MI$6,728
Hopebridge, LLC IN$6,708
Sterling Site Access Solutions, LLC IL$6,626
Tsymmetry, Inc. VA$6,585
Peoples State Bank WI$6,584
Moser Energy System WY$6,496
Weidenhammer Systems Corporation PA$6,404
Bakerly, LLC PA$6,344
Bane-Welker Equipment LLC IN$6,335
Rightdirection Technology Solutions LLC MD$6,312
Westerman, Inc. OH$6,290
Community Systems Support and Management Systems, Inc. MA$6,263
Pediatric Specialists of Virginia VA$6,146
Aircraft Owners and Pilots Association MD$6,141
Goldco Direct LLC CA$6,088
Plum Creek Environmental Technologies LLC MS$5,930
Indiana Professional Management Group, Inc. IN$5,868
Maple Donuts, Inc. PA$5,850
Human Active Technology, LLC PA$5,797
Intelligent Waves, LLC VA$5,774
William H. Porter, Inc. DE$5,768

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.