· 2022–2024 · DOL EFAST2

Mosaic Employee Benefits — Mosaic Employee Benefits, Form 5500 (2024)

Original filing (PDF)20250725121046NAL0007379488001

Mosaic Employee Benefits

Form 5500-SF

FILING_RECEIVED

Mosaic Employee Benefits OFB Benefit Plan

Health & welfare plan · Mosaic Employee Benefits' Mosaic Employee Benefits OFB Benefit Plan held $39 in plan assets for 2 participants in 2024.

Active participants

2

Accounts w/ balance

—

Plan assets (EOY)

$39

Net assets (EOY)

$16

Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOSAIC EMPLOYEE BENEFITS.

Plan sponsor

Name

MOSAIC EMPLOYEE BENEFITS

EIN

20-1938337all filings

Address

75 S HIGH ST STE 4 · DUBLIN, OH · 43017

Phone

(614) 421-7475

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Winnett Insurance Agency Inc.

Winnett Insurance Agency Inc. MCF Benefit Plan

$43 · 2 participants

Phillip Davis Brokerage

Phillip Davis Brokerage 401(k) Plan

$34 · 2 participants

Zenith Insurance Partners Inc.

Zenith Insurance Partners Inc. 401(k) Profit Sharing Plan & Trust

$34 · 2 participants

JILL Gibson Insurance AGCY LLC

JILL Gibson Insurance AGCY LLC 401(k) Profit Sharing Plan & Trust

$31 · 7 participants

Alvord Insurance Agency, LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.