Benefits broker of record · DURHAM, NC
MOSAIC GROUP SERVICES LLC
MOSAIC GROUP SERVICES LLC of DURHAM, NC is named as the broker of record on 571 insurance contracts in public Form 5500 Schedule A filings.
One of 3 offices of MOSAIC GROUP SERVICES LLC.
571 contracts on file name MOSAIC GROUP SERVICES LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
MOSAIC GROUP SERVICES LLC brokers 571 insured contracts for 394 employers, across 6 states, led by NC, MA, TX.
Life is the largest line (387 contracts), followed by disability (346), health (78), dental (73).
USABLE LIFE writes the most contracts in the book (211, about 37%); HARTFORD LIFE AND ACCIDENT, PRINCIPAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 47% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 387 · disability 346 · health 78 · dental 73 · vision 69
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| FIRST-CITIZENS BANK & TRUST COMPANY | RALEIGH, NC | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | DURHAM, NC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Aug 1FY2024 |
| EASTERN BAND OF CHEROKEE INDIANS | CHEROKEE, NC | SYMETRA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MORGANITE INDUSTRIES, INC. | RALEIGH, NC | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| NCINO, INC. | WILMINGTON, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in MOSAIC GROUP SERVICES LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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