Marc Jacobson & Associates LLC
Northbrook, IL
Marc Jacobson & Associates LLC of Northbrook, IL is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $144,432 in reported broker commissions (plan year 2025).
Quick answer
Marc Jacobson & Associates LLC (Northbrook, IL) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Marc Jacobson & Associates LLC have?
- Marc Jacobson & Associates LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Marc Jacobson & Associates LLC's largest employer clients?
- By plan participants, the largest include Trustees Of Restaurant & Hospitality Association Benefit Tr (3,886 participants), First Team Real Estate - Orange County (217 participants) and Curion, LLC (199 participants).
- How much does Marc Jacobson & Associates LLC earn in commissions?
- Insurers reported $144,432 in broker commissions paid to Marc Jacobson & Associates LLC for plan year 2025, per Schedule A Part 1.
- Where is Marc Jacobson & Associates LLC located?
- Marc Jacobson & Associates LLC is based in Northbrook, IL and has employer clients in 2 states.
Source: Fundz verified event record.
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 |
| Curion, LLC | IL | 199 | 2025-12-31 |
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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.