JAMES R NELLIGAN & ASSOCIATES LLCbroker

Benefits brokerage · plan year 2024 · page 3

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
National Equity Fund, Inc. IL$5,726
Storis, Inc NJ$5,702
Reitnouer, Inc. PA$5,500
American Hardwood Industries, LLC VA$5,484
Low Country Health Care System SC$5,483
Coast Medical Service CA$5,395
Berkshire Systems Group, Inc. PA$5,270
Peddlers Village Administration PA$5,232
The Ygs Group, Inc. PA$5,073
The Norman Group PA$5,039
4R Restaurant Group, LLC FL$4,833
Analygence, Inc. MD$4,787
Ricardo LLC MI$4,744
Eeg, Inc. PA$4,734
Utilities International, Inc dba Ui Solutions Group IL$4,732
Federation Ccrc Operations Corp. FL$4,698
The Juice Plus Company, LLC TN$4,671
Sanoco, Inc. RI$4,610
Motor Technology, Inc. PA$4,577
Maid-Rite Specialty Foods Inc. PA$4,541
Eliquent Life Sciences DC$4,429
Cornerstone Montgomery, Inc. MD$4,377
The Humane Society of the United States DC$4,255
Southern Nevada Tba Supply Company dba Ted Wiens Tire Auto Centers NV$4,222
Delaware Guidance Services for Children & Youth, Inc. DE$4,203
Carole Robertson Center for Learning IL$4,144
The Fynder's Group dba Nature Fynd IL$4,123
Information Systems and Networks Corporation MD$4,094
William Grant & Sons, Inc. NJ$4,013
Pleasant View Retirement Community PA$3,988
Capano Management Company DE$3,975
Hartson-Kennedy Cabinet Top Co Inc IN$3,904
Altano, U.S., LLC KY$3,903
Silberline Manufacturing Co., Inc. PA$3,882
Midpenn Legal Services, Inc. PA$3,866
Georgia Nut Company IL$3,841
Svc Holdings, LLC VA$3,823
Kdm Enterprises, LLC IL$3,793
The Summit Center Inc. NY$3,693
Lancaster Emergency Medical Services Association PA$3,656
Lucky Lincoln Gaming LLC IL$3,652
Obxtek, Inc. VA$3,595
The Klein Company PA$3,524
Anesthesia Specialists of Bethlehem, P.C. PA$3,394
Ateeco, Inc. PA$3,388
Hubbard Hill Estates, Inc. IN$3,356
Pwp Enterprises, Inc. PA$3,312
Ops Consulting, LLC MD$3,236
Jasper Rubber Products, Inc. IN$3,110
Lebanon Seaboard Corporation PA$3,021
Carthage Area Hospital NY$3,008
Chicago Review Press Inc dba Independent Publishers Group IL$2,857
Rivers Truck Center, Inc. PA$2,778
Suit-Kote Corporation NY$2,711
Tfe, Inc SC$2,687
Silkroad Technology, Inc. IL$2,659
J. C. Snavely & Sons, Inc. PA$2,601
Promise to Perform Industries, Inc. PA$2,587
Teaching Lab DC$2,573
Saliense Consulting, LLC VA$2,531
Child Development, Inc. PA$2,461
L.F. Lambert Spawn Company, Inc. PA$2,454
Dutch Gold Honey, Inc. PA$2,416
Eastern Shore Rural Health System, Inc. VA$2,401
Entech, Inc IN$2,380
H.O. Bouchard, Inc. ME$2,373
Turri's Italian Foods, Inc. MI$2,359
Hesse Industrial Sales, Inc. NY$2,302
Mayer Bros. Apple Products, Inc. Health & Welfare Benefits Plan #501 NY$2,278
Wausau Smiles LLC WI$2,194
C-B Tool Company PA$2,092
Nashville Hockey Club, LP TN$2,053
Crown Consulting, Inc. VA$2,043
Temperatsure, LLC dba Nordic Cold Chain Solutions PA$2,022
Faculty-Student Association of State University of New York at Buffalo NY$2,004
Matson Lumber Company PA$2,002
Olson Technologies, Inc. PA$1,960
Anthony J Kodz LLC PA$1,948
Metzler Forest Products, LLC PA$1,936
Rlb Ventures, Inc. PA$1,911
Consumer Product Testing Co., Inc. NJ$1,910
Wb & T Bankshares, Inc. GA$1,896
Metalico, Inc. NJ$1,893
William B. Meyer CT$1,852
Image Api, LLC FL$1,819
Vector North America, Inc. MI$1,748
Allegheny Wood Products, Inc. WV$1,636
Mid-State Truck Service, Inc. WI$1,631
Jag Companies, Inc. NJ$1,570
Targeted Solutions, LLC PA$1,529
Reading Bakery Systems, Inc. PA$1,523
Shields Corporation dba Fromuth Tennis PA$1,520
Market America, Inc. NC$1,500
Norix Group, Inc. IL$1,456
Lancaster Orthopedic Group, P.C. PA$1,425
L & H Signs, Inc. PA$1,367
Sai Med Partners, LLC PA$1,345
Innovative Machining Technology, Inc. PA$1,324
The Berkshire Country Club of Reading, Pennsylvania PA$1,253
F.M. Browns Sons, Inc PA$1,220

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.