Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$39K
- Stop-loss$39K
Sponsor portfolio
CONGRUENT INVESTMENT PARTNERS, LLC
EIN 27-3061053financial servicesLatest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$39K premiums
Participants
10
3400 CARLISLE ST STE 320 - DALLAS, TX 75204214-760-7411congruentinv.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $39K premiums / 4 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- AETNA LIFE INSURANCE COMPANY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONGRUENT INVESTMENT PARTNERS LLC 401K PSP
401k
Assets$2.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN
Self Funded - AETNA LIFE INSURANCE COMPANY
Premiums$39K
Covered lives4
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONGRUENT INVESTMENT PARTNERS LLC 401K PSP | 401k | $2.4M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN | Self Funded | AETNA LIFE INSURANCE COMPANY | $39K | 4 | 2025 |
Retirement plans
Welfare plans