James R Nelligan & Associated LLC
Wall, NJ
James R Nelligan & Associated LLC of Wall, NJ is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $1,764 in reported broker commissions (plan year 2025).
Quick answer
James R Nelligan & Associated LLC (Wall, NJ) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does James R Nelligan & Associated LLC have?
- James R Nelligan & Associated LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are James R Nelligan & Associated LLC's largest employer clients?
- By plan participants, the largest include Treace Medical Concepts Inc. (441 participants) and Christian Healthcare Ministries (392 participants).
- How much does James R Nelligan & Associated LLC earn in commissions?
- Insurers reported $1,764 in broker commissions and $340 in fees paid to James R Nelligan & Associated LLC for plan year 2025, per Schedule A Part 1.
- Where is James R Nelligan & Associated LLC located?
- James R Nelligan & Associated LLC is based in Wall, NJ and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming James R Nelligan & Associated LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Treace Medical Concepts Inc. | FL | 441 | 2025-12-31 |
| Christian Healthcare Ministries | OH | 392 | 2025-12-31 |
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- James R Nelligan & Associates LLC: 1,405 employer clients, $17,265,397 reported commissions (Wall)
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- James R Nelligan & Assoc LLC: 130 employer clients, $1,477,521 reported commissions (Wall)
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.