JAMES R. NELLIGAN & ASSOCIATESbroker

Benefits brokerage · plan year 2024 · page 3

Reported compensation · 2024

$3.7M

JAMES R. NELLIGAN & ASSOCIATES was paid $3,675,596 in commissions and fees across 238 employer benefit plans in 2024, as reported on Schedule A ($705,558 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 142 client planslost 48
won First Bank of Berne
won Whitley Manufacturing Co., Inc.
won Tri-Starr Services of Pennsylvania, Inc.
won The Lutheran University Association
won Pennco Institutes, Inc.
won Visiting Nurse & Hospice Home dba Stillwater Hospice
lost Rytec Corporation
lost 3B Medical, Inc.
lost Prime Jet
lost Sunflower Bank, N.A.
lost Keller Management Services, LLC
lost Wenco Industries, 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 · 2024238
Breeze Thru Car Wash, LLC CO$1,580
The S2 HR Solutions Group 1, LLC FL$1,560
Center for Urologic Care of Berks County, P.C. PA$1,549
E.B.C. Carpet Services Corporation DE$1,432
Donegal Office Solutions, Inc PA$1,418
Lieber Institute, Inc. MD$1,391
Greater Prince William Community Health Center VA$1,306
Crystal Holdings, Inc. DE$1,251
Birge & Held Asset Management, LLC IN$1,235
First Bank of Berne IN$1,180
Fleetwood Bank PA$1,112
Telamon Corporation IN$1,092
Academy in Manayunk dba Aim Academy PA$1,063
Ymca of Bucks and Hunterdon Counties PA$908
Roux Associates, Inc. NY$860
Las Vegas Pizza, LLC NV$849
Chemart Company RI$804
Krasdale Foods, Inc. NY$734
Root, Inc. OH$679
Foresight Technologies, Inc AZ$668
Action for a Better Community Incorporated NY$664
Wiss & Company LLP NJ$653
American Electronics, Inc. MD$607
Donjon Marine Co Inc NJ$559
Graphite Machining, Inc. PA$511
Highwood USA, LLC PA$497
Treace Medical Concepts Inc. FL$429
Mj Insurance, Inc. IN$413
Orchard, Hiltz & McCliment, Inc. MI$396
Advanced Business Machines Inc NY$392
Nippon Steel Pipe America, Inc. IN$382
Mid America Health, Inc. IN$302
Gateway Ticketing Systems, Inc. PA$184
Isoclima Specialty Glass, LLC PA$175
Palmetto Synthetics, LLC SC$164
Tri-Starr Services of Pennsylvania, Inc. PA$61
Albrights Mill LLC PA$41
The Swift Group, LLC VA$3

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the JAMES R. NELLIGAN & ASSOCIATES brand.