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 541 Form 5500 Schedule A filings covering 379 employer benefit plans across 9 states, with $2,114,118 in reported broker commissions (plan year 2025).

Employer clients
379
distinct plan sponsors
Schedule A filings
541
States served
9
Reported commissions
$2,114,118
plan year 2025
Reported fees
$4,532,692

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
376 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 now

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.