PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. ENVISION MANAGEMENT
Sponsor portfolio

ENVISION MANAGEMENT

EIN 84-1613233-Latest filing 2025
Plans
3
Retirement
2
$338.2M assets
Welfare
1
$265K premiums
Participants
4,891
8610 EXPLORER DRIVE, SUITE 300 - COLORADO SPRINGS, CO 80920719-955-4332
Plans on this EIN
3 filings
#002ESOP-$284.3M - 1,631 part#001401k-$54.0M - 1,758 part#501Mixed-$265K - 1,696 lives

Retirement portfolio analytics

2 plans aggregated / $338.2M assets / 3,389 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#002)84%
  • PROFIT SHARING PLAN (#001)16%
Total $338.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)1,758
  • EMPLOYEE STOCK OWNERSHIP (#002)1,631
Total 3,389Click row to drill in

Benefits portfolio analytics

1 plan / $265K premiums / 1,696 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$155K
  • Vision$110K
Total $265K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA58%
  • EYEMED VISION CARE42%
Total $265K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ALLIANT INSURANCE SERVICES, INC.75%
  • THREEFLOW20%
  • AMERICAN BENEFITS AND COMPENSATION5%
Total $62K3 slices

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 MANAGEMENT HOLDING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$284.3M
Participants1,631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$54.0M
Participants1,758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENVISION RADIOLOGY HEALTH AND WELFARE PLAN

Mixed - UNUM INSURANCE COMPANY

Premiums$265K
Covered lives1,696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ENVISION MANAGEMENT HOLDING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$284.3M1,6312024
001ENVISION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$54.0M1,7582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENVISION RADIOLOGY HEALTH AND WELFARE PLANMixedUNUM INSURANCE COMPANY$265K1,6962025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica