Plan Ledger DOL Form 5500 · updated monthly

MOSAIC GROUP SERVICES, LLCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.0M

MOSAIC GROUP SERVICES, LLC was paid $2,046,707 in commissions and fees across 134 employer benefit plans in 2024, as reported on Schedule A ($1,696,684 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 46 client planslost 32

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 · 2024134
Ecmd, Inc. NC$56,456
Noel Group, LLC NC$15,506
Huseby, Inc. NC$15,120
Dmjps, PLLC NC$11,911
Edifice, LLC NC$11,431
Medi USA, LP NC$11,410
Salem One, Inc. NC$10,180
Vantaca NC$9,482
Union Academy NC$7,362
Shelco, LLC NC$6,768
Allbridge NC$4,195

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