Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

Mosaic Group Services LLC

Durham, NC

Mosaic Group Services LLC of Durham, NC is the broker of record on 603 Form 5500 Schedule A filings covering 392 employer benefit plans across 10 states, with $2,402,978 in reported broker commissions (plan year 2025).

Employer clients
392
distinct plan sponsors
Schedule A filings
603
States served
10
Reported commissions
$2,402,978
plan year 2025
Reported fees
$4,938,886

Quick answer

Mosaic Group Services LLC (Durham, NC) is the broker of record for 392 employer benefit plan sponsors on 603 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Mosaic Group Services LLC have?
Mosaic Group Services LLC is named as broker on Form 5500 Schedule A filings for 392 distinct plan sponsors in 10 states.
Who are Mosaic Group Services LLC's largest employer clients?
By plan participants, the largest include North Carolina Medical Society (6,007 participants), Blue Cross And Blue Shield Of North Carolina (5,652 participants) and Charlotte Radiology, Pa (4,971 participants).
How much does Mosaic Group Services LLC earn in commissions?
Insurers reported $2.4 million in broker commissions and $4.9 million in fees paid to Mosaic Group Services LLC for plan year 2025, per Schedule A Part 1.
Where is Mosaic Group Services LLC located?
Mosaic Group Services LLC is based in Durham, NC and has employer clients in 10 states.
How does Mosaic Group Services LLC rank among benefits brokers in North Carolina?
Mosaic Group Services LLC ranks #2 by employer clients among the 50 most active benefits brokers based in North Carolina.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Mosaic Group Services LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
North Carolina Medical SocietyNC6,0072025-12-31
Blue Cross And Blue Shield Of North CarolinaNC5,6522024-12-31
Charlotte Radiology, PaNC4,9712025-12-31
389 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in North Carolina

All brokers in North Carolina →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.