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Sponsor portfolioWelfare / HealthEIN 27-3061053
CONGRUENT INVESTMENT PARTNERS LLC
3400 CARLISLE ST · DALLAS, TX 75204
2143025063
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$39K
No prior year
Persons covered
4
No prior year
Total participants
4
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $39K | 50.0% | |
| Stop-loss | $39K | 50.0% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060633492 | HSL | $39K | 100.0% | 1 | 1 | 4 |
History & trajectory
4 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