JAMES R NELLIGAN & ASSOCIATES LLCbroker

Benefits brokerage · plan year 2024 · page 4

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
Yunker Industries, Inc. WI$1,212
Arab Community Center for Economic & Soc Services MI$1,203
Cns Companies Inc. PA$1,190
Lehman-Roberts Company TN$1,175
Tfe, Inc SC$1,086
Vision Mechancial, Inc. PA$1,076
Laborers' Union-No 91 Welfare Fund NY$1,046
Nexterra Wine Company IL$1,039
Dieffenbachs Potato Chips, Inc. PA$1,037
Indiana Professional Management Group, Inc. IN$1,023
Clf Ontario NY$1,001
Howard Shockey & Sons Inc VA$1,000
Ama Consulting Group Benefit Plan FL$983
Premier Precision Machining LLC NY$971
95 Percent Group IL$941
Mandarich Law Group IL$928
Prairie Quest, Inc. IN$928
Dimar Manufacturing Corp. NY$909
Collegis, LLC IL$902
Signature Custom Cabinetry, Inc. PA$891
Von Tobel Corporation IN$881
Ronald Mark Associates, Inc. NJ$862
Syracuse Home Association NY$728
Abbott-Action, Inc. MA$713
Pete Pappas & Sons Inc MD$667
Revenue Management Solutions, LLC FL$635
Refocus, Inc. RI$614
Cns Companies Inc. PA$611
Colliers Engineering & Design Inc. NJ$562
Hubbard Hill Estates, Inc. IN$561
Magnetar Capital LLC IL$557
Bcd Health Partners, LLC NJ$542
T&L Automatics, Inc. NY$520
Industrial Construction Services and Design Inc PA$495
Logicgate,Inc IL$490
Arbco Specialty Vehicles, LLC IN$467
A-P-T Research, Inc. AL$457
Akt Enterprises Group, Inc FL$416
Food for Thought Enterprises Inc. IL$376
Tfe, Inc SC$360
Treace Medical Concepts Inc. FL$360
Tipperary Sales Inc. GA$341
Newcastle Investors IL$331
Bread for the City, Inc. DC$250
Persante Health Care, Inc. NJ$241
Ariosa & Company, LLC MD$216
Turri's Italian Foods, Inc. MI$206
Say Yes Buffalo Scholarship Inc NY$201
Beyond Support Network NY$193
Outlook Group, LLC WI$184
Urban Youth Alliance International, Inc. NY$165
Misco Products Corporation PA$164
Hafer Petroleum Equipment, LTD. PA$127
Maine Epm, LLC ME$126
The Alinea Group LLC IL$80
Connell Foley, LLP NJ$46

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.