MOSAIC GROUP SERVICES LLCbroker

Benefits brokerage · plan year 2024 · page 2

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 Composite Factory
won Johnson Lambert LLP
won Asheville Buncombe Community Christian Ministry
won Humacyte, Inc.
won Vivet Inc.
won Craft Revolution
lost Roush & Yates Racing Engines, LLC
lost Southland Electrical Supply
lost Ncino Opco, Inc.
lost Tarheel Paper Company
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
Lmr, LLC NC$4,179
Johnson Lambert LLP NC$4,156
Alphanumeric Systems, Inc. NC$4,080
Spreedly Inc. NC$4,062
Coastal Community Action, Inc. NC$3,961
Afg Distribution, Inc. NC$3,929
Kellogg Supply Company NC$3,835
Nc Museum of Life and Science NC$3,817
Wellons Construction, Inc. NC$3,792
Ems Linq, Inc. NC$3,733
Scenic Motors, Inc. NC$3,713
Asheville Buncombe Community Christian Ministry NC$3,681
Automated Solutions, LLC NC$3,600
Ralph Scott Lifeservices, Inc. NC$3,539
North Carolina Virtual Academy NC$3,458
Sunlight Financial, LLC NC$3,357
Raleigh Capitol Ear, Nose, and Throat NC$3,334
Abt, Inc. NC$3,295
Mechanical Contractors, LLC NC$3,136
3 Fish, Inc NC$2,999
Authoracare Collective NC$2,971
Uniquetex Holding Company, Inc. NC$2,928
Vivet Inc. NC$2,803
Folger Automotive LLC NC$2,793
Forever Clean Portable Toilets, Inc. NC$2,758
The Vinyl Answer, Inc. dba Renewal by Andersen of Central Nc NC$2,682
Aruza Pest Control, Inc. NC$2,405
Tribeca Hospitality Group, LLC NC$2,272
Thompson, Price, Scott, Adams & Co PA NC$2,268
The Southwestern Child Development Commission, Inc. NC$2,208
T Davis Consulting, Inc. NC$1,802
Dystar, L.P. NC$1,781
Edifice, LLC NC$1,611
3C Store Fixtures, Inc. NC$1,434
Craft Revolution NC$1,408
Quan Services, Inc. NC$1,203
Press Glass, Inc. VA$999
Wake Stone Corporation NC$997
Flow Imports, Inc. NC$720
P&G Security Guard Inc NC$561
Definitive Media Corp. dba Thread NC$431
North Carolina Performing Arts Center at Charlotte Foundation NC$301
Eastern Radiologists, Inc. NC$293
Rise Capital LLC NC$125
Triangle Grading & Paving, Inc/Carolina Heavy Haulers NC$94
Metabolon, Inc NC$7

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