Benefits broker of record · ALBANY, NY
JAMES R. NELLIGAN & ASSOCIATES LLC
JAMES R. NELLIGAN & ASSOCIATES LLC of ALBANY, NY is named as the broker of record on 153 insurance contracts in public Form 5500 Schedule A filings.
One of 15 offices of JAMES R NELLIGAN & ASSOCIATES LLC.
153 contracts on file name JAMES R. NELLIGAN & ASSOCIATES LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
JAMES R. NELLIGAN & ASSOCIATES LLC brokers 153 insured contracts for 149 employers, across 27 states, led by PA, IL, NJ.
Life is the largest line (122 contracts), followed by disability (116), dental (89), vision (66).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (117, about 76%); EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA, AMERICAN UNITED LIFE INSURANCE COMPANY, DELTA DENTAL OF ILLINOIS follow.
Renewals concentrate on January 1: 55% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 122 · disability 116 · dental 89 · vision 66 · health 15
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| PRESIDIO, LLC | RESTON, VA | DELTA DENTAL OF NEW YORK | Aug 1FY2025 |
| INTERSTATE WAREHOUSING, INC. | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Aug 1FY2025 |
| P&M HOLDING GROUP, LLP | SOUTHFIELD, MI | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
| PRESIDIO, LLC | RESTON, VA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Aug 1FY2025 |
| REALMONE,INC | COLUMBIA, MD | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in JAMES R. NELLIGAN & ASSOCIATES LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both