Envision Success LLC
Mission Aligned Benefits
Better Health • Stronger Finances • Real Impact
What if...
preventive and wellness care could be fully funded with better care
through an IRS-compliant payroll tax structure, without increasing spend or reducing take-home pay?
Mission Aligned Benefits eliminates the cost barrier to care and strengthens cash flow with no added spend.
Access to care
without affordability
isn't healthcare.
Why This Matters
THE PROBLEM
Healthcare affordability directly affects operating costs and workforce stability.THE IMPACT
When employees delay care due to cost, what was once preventable escalates.Claims rise
Absenteeism increases
Productivity declines
Higher turnover
MISSION ALIGNED BENEFITS
THE BUDGET-POSITIVE SOLUTION
Mission Aligned Benefits is an IRS-compliant payroll tax strategy that strengthens cash flow and fully funds preventive and wellness care with no additional spend.It works alongside existing health plans with no change to coverage, carriers, or advisor relationships.WHO THIS SUPPORTS
• employers and organizations across industries
• financial advisors, CPAs, and benefit consultants
• nonprofits and mission-driven organizations
What To Expect
• $640 savings annually for every participant, starting with implementation• $480 average annual savings per participant in claims cost reductions for self- and level-funded plans• No added spend• No reduction in net pay• $0 copays / $0 deductibles• Preventive and wellness care fully funded for every participant
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
What This Looks Like
FINANCIAL IMPACT EXAMPLE
BASED ON 100 PARTICIPANTS:
• $640 per participant annual payroll tax savings
• $480 per participant estimated annual claims reduction
Claims estimates are based on our national program data across 3,000+ organizations and more than 4 million members.ANNUAL FINANCIAL IMPACT:
Payroll tax savings: $64,000
Claims costs reduction: $48,000TOTAL ANNUAL SAVINGS: $112,000FIVE-YEAR IMPACT: $560,000
What Employees Receive
Participants receive care through a medically qualified, 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 to full access to participants and their family members.Organizations implementing this program typically see 85% to 95% employee participation, due to accessibility, the elimination of cost for families, and comprehensive education.
PRIMARY CARE
• Virtual primary care with board-certified physicians nationwide
• Lab coordination and diagnostic supportURGENT CARE
• On-demand urgent care for immediate medical needs and assessmentMENTAL HEALTH
• Individual, family, and group counseling
• Guided support resourcesPHARMACY
• 1,000+ generic prescriptions at no cost
• Discount savings on specialty medications
WEIGHT MANAGEMENT & METABOLIC SUPPORT
• Clinical programs with individualized metabolic supportFITNESS & WELLNESS
• Full access to the FitOn fitness and wellness platformLIFE ENRICHMENT RESOURCES
• Educational resources and personal growth support 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.
Business and Community Impact
When employees can access preventive and wellness care without financial barriers, the impact extends beyond the workplace.Families become healthier. Financial stress decreases. Employees can focus more fully on their work and careers.Mission Aligned Benefits aligns financial strength with healthier, more resilient teams.
MISSION ALIGNED BENEFITS
ACCESS TO CARE WITHOUT AFFORDABILITY
ISN'T HEALTHCARE
Let's see how this could help your organization.
Faith Rose | Founder, CEO
Envision Success LLC | Bozeman, MT
406.581.4462 · [email protected]