Plan Ledger DOL Form 5500 · updated monthly

JAMES R. NELLIGAN & ASSOCIATES LLCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.0M

JAMES R. NELLIGAN & ASSOCIATES LLC was paid $1,958,856 in commissions and fees across 125 employer benefit plans in 2024, as reported on Schedule A ($980,944 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 79 client planslost 55

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 · 2024125
Calumet Gp, LLC IN$110,954
Wayne Farms LLC GA$67,773
Saab, Inc. NY$59,901
Hopebridge, LLC IN$51,210
Collegis, LLC IL$37,960
Monosol, LLC IN$19,990
Red Canary Inc. CO$17,744
Somalogic, Inc. CO$17,170
Mpf Federal LLC MD$12,369
Robertet, Inc. NJ$11,297
Fraza MI$7,513

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.