Envision Success LLC
Better Health • Stronger Finances • Real Impact
Mission Aligned Benefits
FOR NONPROFITS
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 organizational 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 staff delay care due to cost, what was once preventable escalates.Claims rise
Absenteeism increases
Productivity declines
Higher turnover
MISSION ALIGNED BENEFITS
THE BUDGET-POSITIVE SOLUTIONMission Aligned Benefits is an IRS-compliant payroll tax strategy that strengthens organizational 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• nonprofit organizations and mission-driven teams
• financial advisors, CPAs, and benefit consultants
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 take-home pay• $0 copays / $0 deductibles• Preventive & wellness care fully funded with no out-of-pocket expense
How It Works
Mission Aligned Benefits uses 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 benefit 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 membersANNUAL FINANCIAL IMPACT:
Payroll tax savings: $64,000
Claims costs reduction: $48,000TOTAL ANNUAL SAVINGS: $112,000FIVE-YEAR IMPACT: $560,000
What Staff Receive
Participating staff receive care through a medically qualified, comprehensive preventive and wellness care platform serving more than 3,000 organizations nationwide and over 4 million members.Designed with integrated care to support staff health, workforce stability, and long-term organizational wellbeing, with full access available to participating staff and their families.Organizations implementing the program typically see 85%–95% participation due to its accessibility and practical value.
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.
Community Impact
When staff can access preventive and wellness care without financial barriers, the impact extends beyond the workplace.Families become healthier. Financial stress decreases. Staff can focus more fully on the mission that motivates them.Mission Aligned Benefits supports leaders who care deeply about their people and the missions they serve, by aligning financial strength with mission purpose.
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]