MOSAIC GROUP SERVICES LLCbroker
Benefits brokerage · plan year 2024 · page 1
Reported compensation · 2024
$1.3M
MOSAIC GROUP SERVICES LLC was paid $1,341,216 in commissions and fees across 146 employer benefit plans in 2024, as reported on Schedule A ($1,103,009 of it as fees rather than commissions).
Client movement · 2023 → 2024
Gained 51 client planslost 48
won Humacyte, Inc.
won Vivet Inc.
won Craft Revolution
lost Ncino Opco, Inc.
lost Omara, Inc.
lost Troy Lumber Company
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 · 2024146
Telus Agricultural Holdings (US), Inc. PA$51,735
Randy Marion Inc NC$44,817
Blythe Development LLC NC$36,505
Curi Management Company, LLC NC$33,216
Directional Services, Inc. NC$24,384
Duramax Holdings, LLC NC$24,360
Tryon Medical Partners, PLLC NC$24,072
Rho, Inc. NC$23,573
Coastal Horizons Center, Inc. NC$23,460
Riley Power Group, LLC NC$23,136
Flores & Associates, LLC NC$21,078
Servicetrade, Inc. NC$20,728
Tryon Management Group LLC NC$20,483
Humacyte, Inc. NC$19,708
Quality Chemical Laboratories, LLC NC$18,725
Carolina Meadows, Inc NC$17,428
D.P. Preiss Company, Inc NC$16,898
Michael Weinig, Inc. NC$16,874
Superior Cranes, Inc. NC$16,092
Peter Millar, LLC NC$15,813
Composite Factory NC$15,626
Food Bank of Central & Eastern Nc, Inc. NC$15,562
Food Bank of Central & Eastern Nc, Inc. NC$15,562
Onward Outdoor Brands, LLC NC$15,124
Kane Realty Corporation NC$14,697
Planned Parenthood South Atlantic NC$14,680
Adams Beverages of North Carolina, LLC NC$14,678
Bridgestone Aircraft Tire (USA), Inc. NC$14,543
The Building Center, Inc. NC$14,300
S & S Services Group, LLC NC$14,227
Guaranteed Supply Company, Inc. NC$13,909
Kellex Corporation NC$13,767
Mabe Trucking NC$13,734
Southminster, Inc. NC$12,932
Ksm Castings USA Inc. NC$12,688
Distribution Technology, Inc. NC$12,062
Kings Plush, Inc. dba Sti, Inc. NC$11,819
Generationed NC$11,709
High Country Community Health Inc. NC$11,187
The Forest at Duke NC$11,033
Capfinancial Partners, LLC NC$10,923
J.T. Russell and Sons, Inc. NC$10,734
Y.M.C.A. of the Triangle Area, Inc. NC$10,318
W.L.A., Inc. NC$10,024
Lake Norman Security Patrol, Inc. NC$9,607
Stewart Engineering, Inc. NC$9,559
Red Storm Entertainment, Inc. NC$9,547
Velocitor Solutions, LLC NC$9,450
Well Dot, Inc. NC$9,186
Phononic, Inc. NC$8,797
Apiture, Inc. NC$8,502
Natuzzi Americas, Inc. NC$8,485
Aspida Financial Services, LLC NC$8,404
Buildz, LLC NC$8,365
Solid Surface Care, Inc. NC$8,139
Hkb Cosmetic Surgery PA NC$8,073
Alpha Omega Construction Group, Inc. NC$8,031
Etix, Inc. NC$7,380
Impact Fulfillment Services, LLC NC$7,307
Simply Southern Holdings, LLC NC$7,092
Champion Credit Union NC$7,072
Fg Group Holdings, Inc. NC$6,753
Garris Evans Lumber Company, Inc. NC$6,660
US Duct, Inc. NC$6,620
Rhino Assembly Company NC$6,525
Lincoln Community Health Center Inc. NC$6,523
Commercetools, Inc. DE$6,519
Zink Holdings, LLC NC$6,446
Hiester Automotive Group, Inc NC$6,422
Buy Sod USA NC$6,282
Lumaverse Technologies NC$6,254
Prepac Manufacturing US, LLC NC$6,144
Foster Caviness Company, Inc NC$6,014
The Hamlin Companies, Inc. NC$5,699
Cogent Analytics, Inc. NC$5,663
Mid Pines Development Group NC$5,654
Monteith Construction Corp NC$5,644
Gaston Christian School NC$5,500
Pella Carolina, Inc. NC$5,400
W. K. Dickson & Co., Inc. NC$5,366
Huseby, Inc. NC$5,221
Charlotte Country Club, Inc. NC$5,182
Robling Medical, Inc. NC$5,111
Children's Hope Alliance NC$4,601
Southern Fabricators Inc NC$4,458
Quintevents, LLC NC$4,449
Discovery Place, Inc. NC$4,345
Dej Holdings, LLC NC$4,242
Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the MOSAIC GROUP SERVICES LLC brand.