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Benefits brokerage · 4 offices

JAMES R NELLIGAN AND ASSOC LLC

JAMES R NELLIGAN AND ASSOC LLC is named as the broker of record on 62 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.

Offices
4
Contracts
62
Carriers
12

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
WALLNJ53
WALL TOWNSHIPNJ6
ALBANYNY2
NAPLESFL1

Book profile

JAMES R NELLIGAN AND ASSOC LLC brokers 62 insured contracts for 34 employers, across 14 states, led by PA, CO, ME.

Disability is the largest line (32 contracts), followed by life (26), vision (7), health (6).

STANDARD INSURANCE COMPANY writes the most contracts in the book (43, about 69%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 63% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 32 · life 26 · vision 7 · health 6 · dental 6

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
WAYNE MEMORIAL HOSPITAL, INC.GOLDSBORO, NCWALL, NJSTANDARD INSURANCE COMPANYJan 1FY2025
CAREPOINT HEALTHGREENWOOD VILLAGE, COWALL, NJHARTFORD LIFE AND ACCIDENTJul 1FY2025
WAYNE MEMORIAL HOSPITAL, INC.GOLDSBORO, NCWALL, NJSTANDARD INSURANCE COMPANYJan 1FY2025
EL ACADEMIES, INC.MCLEAN, VAWALL, NJMETROPOLITAN LIFE INSURANCE COMPANYJun 1FY2024
JOHN F. MURPHY HOMES, INC.AUBURN, MEWALL, NJSTANDARD INSURANCE COMPANYJul 1FY2025
Subscriber access
30

more employers in JAMES R NELLIGAN AND ASSOC LLC's book

See the full client list across every office, 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)