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Original filing (PDF)20240620145722NAL0003069218001
MOSAIC TECHNOLOGIES GROUP
Form 5500
FILING_RECEIVED
MOSAIC TECHNOLOGIES GROUP, LLC GROUP MEDICAL PLAN
Health & welfare plan
Active participants
28
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSAIC TECHNOLOGIES GROUP.
Plan sponsor
Name
MOSAIC TECHNOLOGIES GROUP
EIN
20-2293216
Address
8135 MAPLE LAWN BLVD STE 450 · FULTON, MD · 207592571
Phone
(301) 725-0925
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2022
Plan year begin
2022-12-01
Tax period
2023-11-30
Filed
2024-06-20
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ISI OF MARYLAND | — | ANNAPOLIS, MD | BROKER | $21K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAREFIRST | 52-1358219 | — | ADMIN | $24K | — |
| CONNECTCARE 3 | 26-1768616 | — | PATIENT ADVOCATE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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