Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$206K
- Vision$206K
- Life$206K
- Short-term disability$206K
- +2 more
Sponsor portfolioTH
ENVISION CREDIT UNION
EIN 59-0873652bankingLatest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$2.4M premiums
Participants
260
2082 SUMMIT LAKE DRIVE - TALLAHASSEE, FL 32317805-942-9000envisioncu.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 398 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- CAPITAL ADVANTAGE ASSURANCE COMPANY56%
- BLUE CROSS OF CALIFORNIA36%
- PRINCIPAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
45%top
- HYLANT GROUP INC45%
- BRIDGET FAZZOLARA18%
- ANDRIA HERR18%
- BENEFITS PARTNER LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ENVISION CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$14.3M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
ENVISION CREDIT UNION WELFARE BENEFITS PLAN
Fully Insured - CAPITAL HEALTH PLAN
Premiums$2.4M
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ENVISION CREDIT UNION 401(K) PLAN AND TRUST | 401k | $14.3M | 260 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | ENVISION CREDIT UNION WELFARE BENEFITS PLAN | Fully Insured | CAPITAL HEALTH PLAN | $2.4M | 398 | 2025 |
Retirement plans
Welfare plans