MOSAIC GROUP SERVICESbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024

$1.1M

MOSAIC GROUP SERVICES was paid $1,057,453 in commissions and fees across 129 employer benefit plans in 2024, as reported on Schedule A ($96,814 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 20 client planslost 37
won Thompson Child & Family Focus
won Vesco Material Handling Equipment Inc
won York Properties, Inc. of Raleigh
won Green Ford, LLC
won The Angus Barn LTD., LLC
won Tecan U.S. Inc.
lost Thompson Automotive Group Inc.
lost Salem One, Inc.
lost Weaver Cooke Construction, LLC
lost Veneer Technologies, Inc.
lost Kontane Logistics Inc.
lost Grubb Management, LLC
Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024129
Blue Cross and Blue Shield of North Carolina NC$154,656
Fmbcnc, LLC NC$32,828
Tecan U.S. Inc. NC$32,092
Kurz Transfer Products, L.P. NC$28,142
Polyquest, Inc. NC$27,124
Nwr Services LLC NC$24,573
Ls Cable & System U.S.A. Inc. NC$24,520
Cataler North America Corporation NC$21,972
Nc Health Care Services P.C. NC$19,053
Quality Equipment, LLC NC$18,970
Carolina Beverage Group, LLC NC$17,937
Sellethics Marketing Group, Inc. NC$17,602
The Budd Group Inc. NC$16,894
Local Government Federal Credit Union NC$16,892
Carolina Beverage Corporation NC$16,819
Triangle Brick Company NC$14,722
Alexander Youth Network NC$14,247
Methodist University, Inc. NC$14,238
Pepsi-Cola Bottling Company of Hickory, N.C., Inc. NC$14,064
Troy Lumber Company NC$13,708
Biotage, LLC NC$13,291
North Carolina Bar Association NC$12,994
Caldwell Hospice and Palliative Care, Inc. NC$12,334
Midrex Technologies, Inc. NC$12,209
Tesa Tape, Inc. NC$12,087
Vann York Pontiac NC$11,553
Bernard Robinson & Company LLP NC$11,516
Partnership Property Management, LLC NC$11,356
Parrish Tire Company, Inc. NC$11,299
Carolina Foods, LLC NC$11,076
Carolina Biological Supply Company NC$10,979
Old Edwards Hospitality Group, LLC NC$10,620
New Restoration and Recovery Services, LLC NC$10,002
Advisor HR Professionals, Inc. NC$9,290
Automated Systems Design GA$9,175
The Cedars of Chapel Hill Club, Inc. NC$8,928
Independent Beverage Company NC$8,557
Everett Chevrolet Inc NC$8,386
Kymanox Corporation NC$8,382
Cabarrus Rowan Community Health Centers, Inc. NC$8,303
Carmel Country Club, Inc. NC$7,985
Uwharrie Capital Corp NC$7,831
Environamics, Inc. NC$7,711
Masonry Reinforcing Corp of America NC$7,651
Mid-Atlantic Infrastructure Systems, Inc. NC$7,570
Hyde Park Partners Inc. NC$7,487
The Systems Depot, Inc. NC$7,465
Archroma U.S., Inc NC$7,093
Carolina West Wireless NC$6,845
Lee Motor Group, Inc. NC$6,815
Vesco Material Handling Equipment Inc NC$6,499
Hospice & Palliative Care of Iredell County NC$6,482
Daedong USA Inc NC$6,078
Vesco Material Handling Equipment Inc NC$5,919
York Properties, Inc. of Raleigh NC$5,670
Caviness & Cates Building and Development Company NC$5,551
Thompson Child & Family Focus NC$5,364
McConnell Golf, LLC NC$5,087
Vesco Material Handling Equipment Inc NC$5,053
Klingspor Abrasives Inc NC$4,965
Childress Klein Properties NC$4,913
Pfeiffer University NC$4,866
Carotek, Inc. NC$4,777
Roi Revolution, Inc. NC$4,734
The Cypress of Raleigh Club, Inc. NC$4,732
Pisgah Legal Services NC$4,702
Blue Max Trucking, Inc. NC$4,404
Choanoke Area Development Association of North Carolina, Inc. NC$4,317
Green Ford, LLC NC$4,310
Airflow Products Company, LLC NC$4,241
Early Years, Inc. NC$4,240
Vesco Material Handling Equipment Inc NC$4,168
St. Johns Packaging (USA) LLC NC$4,107
Tryon Equestrian Properties, LLC NC$4,072
Vesco Material Handling Equipment Inc NC$4,007
Special Service Freight Company of the Carolinas, Inc. NC$3,977
United Beverages of North Carolina, LLC NC$3,947
Elkamet NC$3,710
Advisor HR Professionals 2 NC$3,565
Cannon School Inc NC$3,428
Eliada Homes, Inc. NC$3,425
Bonded Logistics, Inc. NC$3,389
College Foundation Inc NC$3,366
Sarstedt, Inc. NC$3,339
Carpenter Industries Inc. NC$3,245
North Carolina Medical Society NC$3,177
Goldsboro Milling Company NC$3,082
The Vinyl Answer, Inc. dba Renewal by Andersen of Central Nc NC$3,002
Mana Nutritive Aid Products Incorporated NC$2,926
Lifestore Financial Group, Inc. NC$2,917
Active Concepts, LLC NC$2,869
The Presbyterian Home at Charlotte, Inc NC$2,848
Dradura USA Corp. NC$2,826
Bossong Hosiery Mills, Inc. NC$2,824
The Angus Barn LTD., LLC NC$2,810
Loflin Fabrication, LLC NC$2,503
Black's Tire Service, Inc. NC$2,465
Capel, Inc. NC$2,445
Greensboro College Inc. NC$2,301
Bill Clark Homes of Greenville, LLC NC$2,267

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the MOSAIC GROUP SERVICES brand.