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Sponsor portfolioWelfare / HealthEIN 45-2818926
CONGRUITY HR
100 N CHERRY STREET · WINSTON-SALEM, NC 27101
5616217178
- Plans filed
- 5
- Years active
- 2023–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$3.0M
No prior year
Persons covered
990
No prior year
Total participants
795
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #501$3.0M
CONGRUITY HR EMPLOYEE WELFARE BENEFITS PLAN
MEWA990 covered·5 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Plan #503$112K
CONGRUITY HR SHORT TERM DISABILITY PLAN
Fully insured199 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$105K
CONGRUITY HR LIFE PLAN
Fully insured266 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #505$78K
CONGRUITY HR ACCIDENT, CRITICAL ILLNESS AND HOSPITAL INDEMNITY PLAN
Fully insured474 covered·1 carrier
Primary: AETNA LIFE INSURANCE CO.
Plan #504$64K
CONGRUITY HR LONG-TERM DISABILITY PLAN
Fully insured154 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.9M | 20.1% | |
| Health | $1.9M | 20.0% | |
| Prescription drug | $1.9M | 20.0% | |
| Dental | $1.6M | 16.4% | |
| Vision | $1.6M | 16.4% | |
| Life | $259K | 2.7% | |
| Short-term disability | $226K | 2.4% | |
| Long-term disability | $183K | 1.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 560894904 | HRxDVOth | $1.9M | 63.2% | 1 | 12 | 83 |
EIN 350472300 | LSTDLTD | $657K | 21.8% | 1 | 12 | 461 |
EIN 066033492 | DV | $439K | 14.6% | 1 | 1 | 990 |
EIN 135581829 | DVLOth | $11K | 0.4% | 1 | 1 | 205 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| KIRBY INDUSTRIES INC. | JUPITER, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $105K | $0 | $105K | 73.7% | 1 |
| SALEM BENEFITS GROUP INC | WINSTON-SALEM, NC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $20K | $0 | $20K | 13.8% | 1 |
| AON CONSULTING INC | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE CO. | $16K | $113 | $17K | 11.7% | 1 |
| KIMBERLEY MARINUCCI | WINSTON-SALEM, NC | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1K | $0 | $1K | 0.8% | 1 |
| CAROLYN TAYLOR | JACKSONVILLE, FL | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $178 | $0 | $178 | 0.1% | 1 |
History & trajectory
2 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