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Form 5500 · Employee benefit plan · WINSTON-SALEM, NC

CONGRUITY HR

CONGRUITY HR's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is AON CORPORATION. Coverage is written through AETNA LIFE INSURANCE CO. and 25 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
AON CORPORATION
Insurance carrier
AETNA LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-2818926 · plan 501 · as of Jul 2026

Participants
384
Carriers on file
26
Disclosed commissions
$142,131
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE CO.Dental, Vision990December$42,338
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife461December$28,797
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY—265December$17,254
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability224December$14,375
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY—167December$14,220
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability147December$12,737
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife294December$5,390
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY—11December$2,364
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife181December$2,010
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35Life166December$430
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental, Vision59December$429
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental, Vision50December$400
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife20December$384
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability11December$333
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife58December$243
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental, Vision44December$208
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental, Vision44December$142
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental, Vision18December$44
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental, Vision5December$22
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental, Vision9December$11
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision, Life205December$0
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth3December$0
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth83December$0
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth3December$0
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth3December$0
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth39December$0

Questions

Who is CONGRUITY HR's benefits broker?

Per its most recent Form 5500 Schedule A, CONGRUITY HR's broker of record is AON CORPORATION.

What insurance carrier does CONGRUITY HR use?

CONGRUITY HR's benefit plan is written through AETNA LIFE INSURANCE CO., among 26 disclosed carriers.

When does CONGRUITY HR's group plan renew?

The most recent Schedule A policy period for CONGRUITY HR ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from CONGRUITY HR's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.