Marc Jacobson & Associates LLC
Northbrook, IL
Marc Jacobson & Associates LLC of Northbrook, IL is the broker of record on 5 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $139,959 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Marc Jacobson & Associates 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 |
|---|---|---|---|
| Trustees Of Restaurant & Hospitality Association Benefit Tr | IL | 3,886 | 2024-12-31 |
| First Team Real Estate - Orange County | CA | 217 | 2025-09-30 |
| First Team Real Estate - Orange County | CA | 207 | 2024-12-31 |
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 date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Illinois
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.