Fundz
Fundz
Benefits Intelligence/Broker Directory/New Jersey

James R Nelligan & Assoc LLC

Wall, NJ

James R Nelligan & Assoc LLC of Wall, NJ is the broker of record on 184 Form 5500 Schedule A filings covering 130 employer benefit plans across 27 states, with $1,477,521 in reported broker commissions (plan year 2025).

Employer clients
130
distinct plan sponsors
Schedule A filings
184
States served
27
Reported commissions
$1,477,521
plan year 2025
Reported fees
$1,254,525

Quick answer

James R Nelligan & Assoc LLC (Wall, NJ) is the broker of record for 130 employer benefit plan sponsors on 184 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does James R Nelligan & Assoc LLC have?
James R Nelligan & Assoc LLC is named as broker on Form 5500 Schedule A filings for 130 distinct plan sponsors in 27 states.
Who are James R Nelligan & Assoc LLC's largest employer clients?
By plan participants, the largest include Hackensack Meridian Health, Inc. (37,713 participants), Mc Dean Inc (7,121 participants) and Kodiak Building Partners (5,782 participants).
How much does James R Nelligan & Assoc LLC earn in commissions?
Insurers reported $1.5 million in broker commissions and $1.3 million in fees paid to James R Nelligan & Assoc LLC for plan year 2025, per Schedule A Part 1.
Where is James R Nelligan & Assoc LLC located?
James R Nelligan & Assoc LLC is based in Wall, NJ and has employer clients in 27 states.
How does James R Nelligan & Assoc LLC rank among benefits brokers in New Jersey?
James R Nelligan & Assoc LLC ranks #10 by employer clients among the 50 most active benefits brokers based in New Jersey.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming James R Nelligan & Assoc LLC 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
Hackensack Meridian Health, Inc.NJ37,7132024-12-31
Mc Dean IncVA7,1212025-12-31
Kodiak Building PartnersCO5,7822025-12-31
127 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.