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Sponsor portfolioWelfare / HealthEIN 59-0873652

ENVISION CREDIT UNION

2082 SUMMIT LAKE DRIVE · TALLAHASSEE, FL 32317
8059429000
Plans filed
3
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
398
No prior year
Total participants
0
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #505$2.4M
ENVISION CREDIT UNION WELFARE BENEFITS PLAN
Fully insured398 covered·3 carriers
Primary: CAPITAL HEALTH PLAN
Plan #501$1.2M
CHP HEALTH INSURANCE
Mixed165 covered·1 carrier
Primary: CAPITAL HEALTH PLAN
Plan #504$205K
PRINCIPAL LIFE INSURANCE COMPANY
Fully insured315 covered·1 carrier
Primary: PRINCIPLE LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M38.9%
Prescription drug$2.2M38.9%
Dental$206K3.7%
Vision$206K3.7%
Life$206K3.7%
Short-term disability$206K3.7%
Long-term disability$206K3.7%
Other$206K3.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CAPITAL ADVANTAGE ASSURANCE COMPANY
EIN 591830622
HRx
$1.3M55.8%11171
BLUE CROSS OF CALIFORNIA
EIN 592015694
HRx
$845K35.5%1298
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDLTDOth
$206K8.7%11398

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HYLANT GROUP INCTOLEDO, OHPRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA$37K$0$37K45.3%1
BRIDGET FAZZOLARASTERLING HEIGHTS, MICAPITAL HEALTH PLAN$15K$0$15K18.5%1
ANDRIA HERRTOLEDO, OHCAPITAL HEALTH PLAN$15K$0$15K18.3%1
BENEFITS PARTNER LLCSTERLING HEIGHTS, MIPRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF FLORIDA$15K$0$15K18.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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