Original filing (PDF)20250916082507NAL0001067763001

Jacoby Insurance Group, LLC

Name: Jacoby Insurance Group, LLC — Jacoby Insurance Group, Form 5500 (2024)
Creator: Jacoby Insurance Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacoby Insurance Group 401(k) Profit Sharing Plan

401(k) retirement plan · Jacoby Insurance Group, LLC's Jacoby Insurance Group 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Jacoby Insurance Group, LLC's EIN is 83-0712218.

EIN 83-0712218

Plan number 002

Plan year 2024

ACK ID 20250916082507NAL0001067763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jacoby Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jacoby Insurance Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOBY INSURANCE GROUP, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score