MOSAIC GROUP SERVICESbroker

Benefits brokerage · plan year 2024 · page 2

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
Whitewood Industries, Inc. NC$2,140
North Carolina Wesleyan University NC$2,112
Industrial Battery & Charger, Inc. NC$2,056
Yadkin Valley Economic Development District Inc NC$2,033
Dradura USA Corp. NC$2,026
Twiddy & Company of Duck, Inc NC$1,750
North Carolina Home Builders Association, Inc. Group Insurance Trust NC$1,708
Lilley International NC$1,674
Advisor Irep NC$1,602
Brookwood Farms, Inc. NC$1,439
Eliada Homes, Inc. NC$1,255
Union County Community Action Inc NC$1,206
Grady-White Boats, Inc. NC$1,204
Eliada Homes, Inc. NC$1,173
Gha Autism Supports NC$1,077
Smith-Rowe, LLC NC$753
Tobacco Rag Processors, Inc. NC$652
Fair Haven Home, Inc. NC$582
Ryan, James, Wiles, Patel & Olsen LLP NC$567
Makhteshim Agan of North America, Inc. NC$528
Precision Franchising, Inc. NC$438
King Hickory Furniture Company Inc NC$359
Carolina Dealerships, Inc. NC$327
J. Arthur Dosher Memorial Hospital NC$312
Cooperriis Inc NC$265
Makson, Inc. NC$177
Battleground Restaurant Group Inc NC$143
Universal Mental Health Services, Inc. NC$136
Cr Onsrud Inc NC$5

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