Plan Ledger DOL Form 5500 · updated monthly

Congruity HRbenefits

Congruity HR Employee Welfare Benefits Plan · WINSTON-SALEM, NC · plan year 2024

Broker compensation reported · 2024
$142,244

Congruity HR's benefits plans covered 795 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $142,244 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $179 per covered person, below the median for employer plans that report broker pay. Broker pay rose 112% from $67,178 in 2023.

Insurance contracts · 202426
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 5 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 59 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug ppopremiums n/a · 3 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 50 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35 · lifepremiums n/a · 166 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug ppopremiums n/a · 39 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug hmopremiums n/a · 3 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 11 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 11 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 461 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 9 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 294 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 265 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 58 covered
METROPOLITAN LIFE INSURANCE COMPANY · dental vision lifepremiums n/a · 205 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 224 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug ppopremiums n/a · 83 covered
AETNA LIFE INSURANCE CO. · dental visionpremiums n/a · 990 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 18 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 181 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug hmopremiums n/a · 3 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 44 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 20 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 147 covered
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug dental vision ppopremiums n/a · 44 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 167 covered
Brokers & agents paid · 20249
KIRBY INDUSTRIES, INC.$12,002
SALEM BENEFITS GROUP$7,470
KIRBY INDUSTRIES, INC$6,375
KIRBY INDUSTRIES INC.$86,441
AON CONSULTING INC$113 · incl $113 fees
SALEM BENEFITS GROUP INC$12,096
KIMBERLEY MARINUCCI$1,078
Individual agent · names withheld$178

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Aon5
Walgreen Co. IL$25,664,274
Macy's, Inc. OH$5,287,224
Trinet HR III, Inc. CA$4,596,776

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 452818926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.