Form 5500 · Employee benefit plan · DALLAS, TX
CONGRUENT INVESTMENT PARTNERS LLC
CONGRUENT INVESTMENT PARTNERS LLC of DALLAS, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Coverage is written through AETNA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-3061053 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Stop-loss | 4 | October | $0 |
Questions
What insurance carrier does CONGRUENT INVESTMENT PARTNERS LLC use?
CONGRUENT INVESTMENT PARTNERS LLC's benefit plan is written through AETNA LIFE INSURANCE COMPANY.
When does CONGRUENT INVESTMENT PARTNERS LLC's group plan renew?
The most recent Schedule A policy period for CONGRUENT INVESTMENT PARTNERS LLC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CONGRUENT INVESTMENT PARTNERS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.