MOSAIC
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
34
Active participants
944,413
Total plan assets
$81.5B
Filings (rows)
35
Direct comp
$3.4M
Indirect comp
$224K
Aggregating 11 name variants under "MOSAIC"
SERVICES PROVIDED
Other25
Advisor / Consultant6
Broker3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| MOSAIC MASTER TRUST | 6 |
Top plans served
Showing top 35 of 34 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE, MD | Other NONE | 343,794 | $20.4B | $167K |
| TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE, MD | Other NONE | 332,362 | $18.9B | $168K |
| TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE, MD | Other NONE | 89,789 | $18.1B | $267K |
| TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE, MD | Other NONE | 86,141 | $15.8B | $826K |
| BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 26,987 | $1.9B | $6K |
| BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND | WASHINGTON, DC | Other NONE | 27,803 | $1.6B | $8K |
| HAWAI'I PACIFIC HEALTH HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN | HONOLULU, HI | Other NONE | 7,654 | $1.5B | $354K |
| HAWAI'I PACIFIC HEALTH HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN | HONOLULU, HI | Other NONE | 7,386 | $1.3B | $326K |
| HAWAI'I PACIFIC HEALTH HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN | HONOLULU, HI | Other NONE | 7,137 | $1.1B | $354K |
| BD OF TRUSTEES WELFARE FD OF THE IUOE LO UNIONS 15, 15A, 15C, 15D WELFARE FUND OF THE IUOE LOCAL UNIONS 15, 15A, 15C 15D, AFL-CIO | LONG ISLAND CITY, NY | Other NONE | 2,956 | $132.2M | $12K |
| HAWAI'I PACIFIC HEALTH HAWAI'I PACIFIC HEALTH 401(K) PLAN | HONOLULU, HI | Other NONE | 0 | $117.5M | $9K |
| BD OF TRUSTEES WELFARE FD OF THE IUOE LO UNIONS 15, 15A, 15C, 15D WELFARE FUND OF THE IUOE LOCAL UNIONS 15, 15A, 15C 15D, AFL-CIO | LONG ISLAND CITY, NY | Other NONE | 2,862 | $109.0M | $10K |
| BD OF TRUSTEES WELFARE FD OF THE IUOE LO UNIONS 15, 15A, 15C, 15D WELFARE FUND OF THE IUOE LOCAL UNIONS 15, 15A, 15C 15D, AFL-CIO | LONG ISLAND CITY, NY | Other NONE | 2,861 | $87.1M | $5K |
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 525 | $33.8M | $0 |
| C.S. WO & SONS, LLC C.S. WO & SONS, LLC PROFIT SHARING PLAN | HONOLULU, HI | Advisor / Consultant ADVISOR | 195 | $33.5M | $68K |
| THE BOARD OF TRUSTEES OF THE MOSAIC TERRAZZO WORKERS ANNUITY FUND MOSAIC & TERRAZZO WORKERS' ANNUITY FUND | LONG ISLAND CITY, NY | Other RELATED BENEFIT PLAN | 258 | $32.5M | $98K |
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 613 | $32.0M | $0 |
| C.S. WO & SONS, LLC C.S. WO & SONS, LLC PROFIT SHARING PLAN | HONOLULU, HI | Other NONE | 188 | $30.3M | $56K |
| LION GROUP, INC. LION GROUP, INC. PROFIT SHARING PLAN AND TRUST | DAYTON, OH | Advisor / Consultant CONSULTANT | 948 | $29.3M | $6K |
| AUTOMOTIVE PETROLEUM & ALLIED INDUSTRIES EMPLOYEES WELFARE FUND AUTOMOTIVE, PETROLEUM & ALLIED INDUSTRIES EMPLOYEE WELFARE FUND | EARTH CITY, MO | Other NONE | 824 | $28.1M | $48K |
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 650 | $27.5M | $0 |
| CLINICA FAMILY HEALTH CLINICA FAMILY HEALTH 403(B) PLAN | LAFAYETTE, CO | Advisor / Consultant INVESTMENT ADVISORY | 650 | $27.5M | $0 |
| C.S. WO & SONS, LLC C.S. WO & SONS, LLC PROFIT SHARING PLAN | HONOLULU, HI | Other NONE | 181 | $25.3M | $52K |
| TRUSTEES, NATIONAL ASSOCIATION OF LETTER CARRIERS HEALTH BENEFIT PLAN NATIONAL ASSOCIATION OF LETTER CARRIERS HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF | ASHBURN, VA | Other NONE | 367 | $15.8M | $6K |
| PACIFIC TRANSFER LLC PACIFIC TRANSFER LLC PROFIT SHARING PLAN | HONOLULU, HI | Other NONE | 91 | $14.8M | $39K |
| PACIFIC TRANSFER LLC PACIFIC TRANSFER LLC PROFIT SHARING PLAN | HONOLULU, HI | Other NONE | 82 | $13.6M | $37K |
| PACIFIC TRANSFER LLC PACIFIC TRANSFER LLC PROFIT SHARING PLAN | HONOLULU, HI | Other NONE | 80 | $11.7M | $37K |
| TRUSTEES, NATIONAL ASSOCIATION OF LETTER CARRIERS HEALTH BENEFIT PLAN NATIONAL ASSOCIATION OF LETTER CARRIERS HEALTH BENEFIT PLAN FOR EMPLOYEES AND STAFF | ASHBURN, VA | Other NONE | 366 | $11.5M | $8K |
| NWESTCO LLC NWESTCO RETIREMENT SAVINGS PLAN | KALISPELL, MT | Other INVESTMENT/FINANCIAL ADVI | 183 | $6.4M | $7K |
| NWESTCO, LLC NWESTCO RETIREMENT SAVINGS PLAN | KALISPELL, MT | Advisor / Consultant INVESTMENT ADVISOR | 177 | $5.5M | $15K |
| THE BOARD OF TRUSTEES OF THE MOSAIC & TERRAZZO WELFARE FUND MOSAIC & TERRAZZO WELFARE FUND | LONG ISLAND CITY, NY | Other RELATED BENEFIT PLAN | 217 | $5.4M | $362K |
| MASONRY REINFORCING CORP OF AMERICA MASONRY REINFORCING CORPORATION OF AMERICA GROUP HEALTH INSURANCE PLAN | CHARLOTTE, NC | Broker BROKER | 223 | — | $6K |
| MASONRY REINFORCING CORP OF AMERICA MASONRY REINFORCING CORPORATION OF AMERICA GROUP HEALTH INSURANCE PLAN | CHARLOTTE, NC | Broker BROKER | 224 | — | $7K |
| MASONRY REINFORCING CORP OF AMERICA MASONRY REINFORCING CORPORATION OF AMERICA GROUP HEALTH INSURANCE PLAN | CHARLOTTE, NC | Broker BROKER | 225 | — | $8K |
| TEAMSTERS LOCAL 610 PRESCRIPTICARE TRUST TEAMSTERS LOCAL 610 PRESCRIPTICARE TRUST | MARYLAND HEIGHTS, MO | Other NONE | 64 | — | $7K |