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Benefits Intelligence/Broker Directory/New Jersey

James Nelligan & Associates

Wall Township, NJ

James Nelligan & Associates of Wall Township, NJ is the broker of record on 9 Form 5500 Schedule A filings covering 8 employer benefit plans across 7 states, with $253,511 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
9
States served
7
Reported commissions
$253,511
plan year 2025
Reported fees
$46,916

Quick answer

James Nelligan & Associates (Wall Township, NJ) is the broker of record for 8 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does James Nelligan & Associates have?
James Nelligan & Associates is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 7 states.
Who are James Nelligan & Associates's largest employer clients?
By plan participants, the largest include Core Natural Resources, Inc. (4,837 participants), Independence Blue Cross, LLC (4,217 participants) and Zoeller Company (793 participants).
How much does James Nelligan & Associates earn in commissions?
Insurers reported $253,511 in broker commissions and $46,916 in fees paid to James Nelligan & Associates for plan year 2025, per Schedule A Part 1.
Where is James Nelligan & Associates located?
James Nelligan & Associates is based in Wall Township, NJ and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James Nelligan & Associates on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Core Natural Resources, Inc.PA4,8372025-12-31
Independence Blue Cross, LLCPA4,2172024-12-31
Zoeller CompanyKY7932024-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.