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  2. ENVISION MANAGEMENT, LLC
Sponsor portfolio

ENVISION MANAGEMENT, LLC

EIN 84-1613233-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$338.2M assets
Welfare
1
$1.6M premiums
Participants
4,839
8610 EXPLORER DRIVE, SUITE 300 - COLORADO SPRINGS, CO 809201036719-955-4332
Plans on this EIN
3 filings
#002ESOP-$284.3M - 1,631 part#001401k-$54.0M - 1,758 part#501Mixed-$1.6M - 1,871 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 / $1.6M premiums / 1,871 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$771K
  • Dental$729K
  • Life$564K
  • Short-term disability$564K
  • Long-term disability$564K
  • Vision$104K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY35%
  • AFLAC13%
  • EYEMED VISION CARE6%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ALLIANT INSURANCE SERVICES, INC.82%
  • HUB INTERNATIONAL MIDWEST LIMITED12%
  • WATCHTOWER BENEFITS, LLC6%
  • BRYAN R. DORMAN0%
  • TONYA M DORMAN0%
  • +3 more
Total $147K8 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 - DELTA DENTAL OF COLORADO

Premiums$1.6M
Covered lives1,871
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 PLANMixedDELTA DENTAL OF COLORADO$1.6M1,8712024
Retirement plans
Welfare plans
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