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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 159 Form 5500 Schedule A filings covering 122 employer benefit plans across 27 states, with $1,326,058 in reported broker commissions (plan year 2025).

Employer clients
122
distinct plan sponsors
Schedule A filings
159
States served
27
Reported commissions
$1,326,058
plan year 2025
Reported fees
$1,042,163

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
Kodiak Building PartnersCO5,7822025-12-31
American Health Companies, Inc.TN4,0022024-12-31
119 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.