Plan Ledger DOL Form 5500 · updated monthly

JAMES R. NELLIGAN & ASSOCIATES, LLCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024
$3.2M

JAMES R. NELLIGAN & ASSOCIATES, LLC was paid $3,168,862 in commissions and fees across 262 employer benefit plans in 2024, as reported on Schedule A ($1,944,481 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 162 client planslost 44
lost Mssc

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 · 2024262
Mrp Realty DC$8,819
Obxtek, Inc. VA$7,092
Pcs Wireless NJ$6,417
Joink, LLC IN$5,278
S1 Rpg, LLC PA$3,399
Teaching Lab DC$3,173
Oishii NJ$3,147

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.