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CONGRUENT INVESTMENT PARTNERS LLC
Sponsor portfolio
Welfare / Health
EIN
273061053
CONGRUENT INVESTMENT PARTNERS LLC
3400 CARLISLE ST · DALLAS, TX 75204
2143025063
Plans filed
1
Years active
2022–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
i
$41K
No prior year
Persons covered
i
4
No prior year
Total participants
i
4
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$41K
CONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN
Self-funded
4 covered
·
1 carrier
Primary: AETNA LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Health
$41K
50.0%
Stop-loss
$41K
50.0%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
AETNA LIFE INSURANCE COMPANY
EIN 060633492
H
SL
$41K
100.0%
1
1
4
History & trajectory
3 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #501
CONGRUENT INVESTMENT PARTNERS, LLC EMPLOYEE BENEFIT PLAN
4 covered · 1 contract
$41K
Company contact details
Filing signers, plan administrators, auditors, actuaries
2 contacts
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
13 documents - 2 plans - 10 years