Envision Success LLC

Mission Aligned Benefits

Stronger Workforce • Stronger Finances • Real Impact

When Employees Can't Afford Care

EVERYONE PAYS

Cut the Cost
Not the Plan

Strengthen workforce stability with affordable access to care.
Built within an IRS-compliant framework.

Access Without Affordability

Is Not Healthcare

THE REAL COST

Healthcare affordability directly impacts workforce stability and operating costsWhen employees delay care due to cost, preventable problems escalate.

Claims rise
Absenteeism increases
Productivity declines
Lower Retention

Organizations absorb the cost long before it appears at renewal.

MISSION ALIGNED BENEFITS

is an IRS-compliant strategy that works alongside existing health plans to expand affordable access to care while reducing employer payroll tax costs.There is no change to existing health plans, carriers, or advisor relationships.WHO BENEFITS
• Organizations across industries, including nonprofits
• Employees, families, and communities

What To Expect

• Expanded access to preventive care, greater workforce productivity and stability• Employers may save up to $640 annually for every participating employee• Self- and level-funded plans may experience significant claims reduction• No additional spend or reduction in employee net pay• $0 copays / $0 deductibles• Built on established IRS-approved frameworks

How It Works

• An IRS-compliant payroll tax strategy• Recaptures a portion of existing payroll taxes• Redirects those taxes to fully fund preventive and wellness care• Complements existing medical coverage• No change to existing plans or advisor relationships• Year-round implementation managed by our experienced teams

FINANCIAL IMPACT ESTIMATE*

*Example based on 100 participating employees. Actual results vary by organization, participation, and plan structure• Up to $640 per participant annual payroll tax savings
• Up to $480 per participant annual claims reduction estimate based on national program data

POTENTIAL ANNUAL IMPACT

Payroll tax savings ~$64,000
Claims costs reduction ~$48,000

ESTIMATED ANNUAL IMPACT ~$112,000FIVE-YEAR IMPACT ~$560,000

What Employees Receive

Participants receive care through a comprehensive preventive and wellness platform serving more than 3,000 organizations nationwide and over 4 million members.Designed to provide integrated care supporting health, workforce stability, and long-term wellbeing, the program includes full access to participants and their family members.Organizations implementing this program typically see 85% to 95% employee participation.

PRIMARY CARE
• Virtual primary care with board-certified physicians nationwide
• Lab coordination and diagnostic support
URGENT CARE
• On-demand urgent care for immediate medical needs and assessment
MENTAL HEALTH
• Individual, family, and group counseling
• Continuity and choice of counselors
• Additional support resources
PHARMACY
• 1,000+ generic prescriptions at no cost
• Discounted specialty medication pricing

WEIGHT MANAGEMENT & METABOLIC SUPPORT
• Clinical programs with individualized metabolic support
FITNESS & WELLNESS
• Full access to the FitOn fitness and wellness platform
ADDITIONAL RESOURCES
• Designed to strengthen resilience and long-term wellbeing.

Who Powers This System

Implementation, platform operations, and ongoing compliance are managed through a coordinated partnership, ensuring consistent execution, regulatory integrity, and operational stability.

Community Impact

When employees and families can access care without financial barriers, the impact extends beyond the workplace.Families experience greater stability. Financial stress decreases. Healthier communities become possible.Mission Aligned Benefits aligns financial strength with more resilient teams.

MISSION ALIGNED BENEFITS

When Employees Can't Afford Care

EVERYONE PAYS

To review program structure, compliance,
and financial impact

Faith Rose | Founder, CEO
Envision Success LLC | Bozeman, MT
406.581.4462 · [email protected]

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