JAMES R. NELLIGAN & ASSOCIATES, LLCbroker

Benefits brokerage · plan year 2024 · page 3

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
won Intellibridge, LLC
won Model 1 Commercial Vehicles, Inc.
won Photon Brothers, Inc.
won Sterling Management, LTD.
won Keller Management Services, LLC
won Visiting Nurse & Hospice Home dba Stillwater Hospice
lost Mssc
lost Winston Brands Incorporated
lost Alliance Precision Plastics
lost The Greenery, Inc.
lost Spectrum Human Services, Inc.
lost Holland Manufacturing Company
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
Marketplace Ministries, Inc. TX$2,815
Triangle Rubber Company, LLC IN$2,767
Wieland Designs, Inc. IN$2,759
Hatchett Corporate, LLC KS$2,740
Sterling Management, LTD. IN$2,676
Energera America, Inc. CO$2,654
Trident Technical Solutions, LLC dba Ardent Eagle Solutions FL$2,626
Resort Group, LLC CO$2,604
Pleasant View Retirement Community PA$2,529
Moyer & Son, Inc. PA$2,315
Colorado Symphony Association CO$2,291
The Paradies Shops, LLC GA$2,275
Sayre Christian Village KY$2,265
American Crane & Equipment Corporation PA$2,258
Maurer & Scott Inc. PA$2,209
The Hamstra Group Inc. IN$2,160
Dp World Americas Ro, Inc. NC$2,150
Richard Drake Construction, LP TX$2,116
Truth Publishing Company, Inc. IN$2,039
The Merion Cricket Club PA$2,011
Elcor Operating Company, LLC NY$1,915
Sterling Management, LTD. IN$1,678
Cometic Gasket, Inc. OH$1,620
Supremex USA MA$1,611
Jackson Hole Mountain Resort Corporation WY$1,528
Sterling Management, LTD. IN$1,472
Sterling Management, LTD. IN$1,472
Ymca of Bucks and Hunterdon Counties PA$1,427
G.C. Hanford Manufacturing Company NY$1,409
J P Incorporated - Indiana IN$1,343
Adc Management Services, Inc. CO$1,300
Tangram Inc. IN$1,298
Dawson Geophysical Company TX$1,271
Winston Brands, Inc. IL$1,254
Tsg Ski and Golf LLC CO$1,222
Penn Color, Inc. PA$1,203
Zel Technologies, LLC VA$1,136
Ariosa & Company, LLC MD$1,114
Regional Orthopaedic Associates DE$1,086
Design Electric, Inc. VA$1,054
Marshall Starke Development Center, Inc. IN$1,003
Streetsense Consulting LLC DC$962
Moser Engine Service, Inc. WY$936
Asapp, Inc. NY$929
Advantage Surveillance, LLC NC$882
S1 Rpg, LLC dba Rpg Resources PA$881
Southern Jersey Family Medical Centers NJ$763
Breckenridge-Wynkoop, LLC CO$725
Historic Downtown Property Management NJ$589
Greater Prince William Community Health Center VA$503
Tenerity Inc. TX$493
Fielding's Oil & Propane Co., Inc. ME$368
Allen Organ Company, LLC PA$348
Barlow Automotive, LLC dba Barlow Buick Gmc NJ$330
Anderson Mechanical Services, Inc. VA$157
Crown Auto Dealerships Inc FL$131
LUMIN8 Transportation Technologies, LLC CO$125
Avalon Flooring NJ$108
Ama Consulting Group Benefit Plan FL$82
Softerware, Inc. PA$78
Viwinco, Inc. PA$8
Heritage Management Group, Inc. FL$6

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.