Welfare broker

MARC JACOBSON

Mailing address (most recent filing)

425 HUEHL ROAD

BUILDING 16B

NORTHBROOK, IL 60062

Total comp: $175K
Commissions: $174K
Fees: $964
Filings: 4
Sponsors: 4

Carrier mix

Where MARC JACOBSON places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

UNITEDHEALTHCARE INSURANCE COMPANY50.0%
AETNA LIFE INSURANCE COMPANY50.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
UNITEDHEALTHCARE INSURANCE COMPANY	1	$998K	50.0%
AETNA LIFE INSURANCE COMPANY	1	$1.8M	50.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
IL	1	$998K	0.0%	14.24x
CA	1	$1.8M	0.0%	6.38x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of MARC JACOBSON's plans by broker comp / premium ratio. Median 4.88% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of MARC JACOBSON's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where MARC JACOBSON is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
FIRST TEAM REAL ESTATE - ORANGE COUNTY FIRST TEAM REAL ESTATE - ORANGE COUNTY EMPLOYEE BENEFITS PLAN	CA	$1.8M	$101K	AETNA HEALTH, INC.
MERCURY PRODUCTS CORP. MERCURY PRODUCTS CORP. PREMIUM CONVERSION PLAN	IL	$998K	$42K	UNITEDHEALTHCARE INSURANCE COMPANY

Carrier

Plans

Premium

UNITEDHEALTHCARE INSURANCE COMPANY

$998K

50.0%

AETNA LIFE INSURANCE COMPANY

$1.8M

50.0%

State

Plans

Premium

State share

Index

$998K

0.0%

14.24x

$1.8M

0.0%

6.38x

Sponsor

Loc

Premium

Comp

Carrier

FIRST TEAM REAL ESTATE - ORANGE COUNTY

FIRST TEAM REAL ESTATE - ORANGE COUNTY EMPLOYEE BENEFITS PLAN

$1.8M

$101K

AETNA HEALTH, INC.

MERCURY PRODUCTS CORP.

MERCURY PRODUCTS CORP. PREMIUM CONVERSION PLAN

$998K

$42K

UNITEDHEALTHCARE INSURANCE COMPANY