JAMES R. NELLIGAN & ASSOCIATES LLCbroker

Benefits brokerage · plan year 2024 · page 2

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
won Ctc Trading Group, LLC
won Salus University
won University of Illinois Community Credit Union
won Loftin Equipment Co.
won Community Health Centers of the Rutland Region
won Municipal Employees Credit Union of Baltimore Inc.
lost Community Financial Credit Union
lost Aduro Advisors, LLC
lost Newcastle Limited
lost Bradley Company, LLC
lost Norix Group, Inc.
lost Tti Global, Inc.
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
Fleetwood Bank PA$1,345
Grafika Commercial Printing, Inc. PA$1,209
Superheat Fgh Services Inc IL$1,190
Tecumseh Products Company MI$1,173
Nebraskaland Tire, Inc. NE$1,149
Zel Technologies, LLC VA$1,149
Mechanical Electrical Plumbing Partners VA$1,071
Dura-Stress, Inc. FL$1,028
Optimum Controls Corporation PA$1,016
Van Ausdall & Farrar, Inc. IN$1,015
Il Fornaio America LLC CA$1,000
New Holland Custom Woodwork, LTD. PA$984
S.W. Cole Engineering, Inc. ME$944
Knight Material Technologies, LLC OH$766
American Electronics, Inc. MD$645
I2C Synergy, Inc. PA$629
Crystal Holdings, Inc. DE$597
The Klein Company PA$461
Wabash Center Inc. IN$455
Isoclima Specialty Glass, LLC PA$442
Vector North America, Inc. MI$335
Xpansiv Data Systems, Inc NY$297
Hubbard Hill Estates, Inc. IN$293
Exclusive Resorts, LLC CO$115
Revolution LLC DC$2

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.