MOSAIC GROUP SERVICES, LLCbroker

Benefits brokerage · plan year 2024 · page 2

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
won Twin City Knitting Co., Inc.
won Jw Jones Lumber Company, Inc.
won Zim Aircraft Cabin Solutions
won Roush & Yates Racing Engines, LLC
won Premier Research International LLC
won Caldwell Hospice and Palliative Care, Inc.
lost Veneer Technologies, Inc.
lost Port Health Services
lost Tecan U.S. Inc.
lost Quality Chemical Laboratories, LLC
lost Kellex Corporation
lost Jdrj, Inc (Fka) Rental Uniform Service of Statesville
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
Eventus Wholehealth, PLLC NC$4,165
Syntha Group, Inc. NC$4,020
The Presbyterian Home at Charlotte, Inc NC$3,982
Wdi Hospitality LLC NC$3,956
Fitch Creations, Inc. NC$3,880
Imaflex USA, Inc. NC$3,766
Tarheel Paper Company NC$3,679
Bradford Products, LLC NC$3,625
Renu Energy Solutions, LLC NC$3,610
Ica Mid-Atlantic NC$3,580
Flagship Healthcare Properties, LLC NC$3,468
Jw Jones Lumber Company, Inc. NC$3,130
Zim Aircraft Cabin Solutions NC$2,640
The Loving Group NC$2,509
Greenworks North America, LLC NC$2,251
Sturdy Corporation NC$2,197
Maya Hospitality Group, Inc. NC$2,078
Withersravenel NC$1,946
A. Maynor Heating & Air Conditioning Inc NC$1,873
Cape Fear Academy, Inc NC$1,826
Cape Fear Academy, Inc NC$1,713
Noel Group, LLC NC$1,686
Rise Against Hunger NC$1,662
Rhino Assembly Company NC$1,602
Twin City Knitting Co., Inc. NC$1,480
M3 Wake Research, Inc. NC$1,412
Sos Global Express, Inc. NC$1,357
Armstrong Transport Group, Inc. NC$1,339
Extended Care Specialists, Inc. NC$1,268
Carolina Comfort Air, Inc. NC$1,149
Servicetrade, Inc. NC$1,021
Hardhat Workforce Solutions, LLC NC$315
Wake Internal Medicine Consultants, Inc. NC$198
Greerwalker LLP NC$151

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