MISSION ALIGNED BENEFITS
An IRS-Compliant, Budget-Positive Payroll Tax Structure That Eliminates Cost Barriers to Preventive Care
Provided through a nationally scaled, clinically structured preventive care platform serving 3,000+ organizations and 4M+ members nationwide.
Mission Aligned Benefits eliminates cost barriers to preventive and wellness care so employees can access care sooner and more consistently without financial strain.Implemented through an IRS-compliant payroll tax structure, it strengthens organizational cash flow with no reduction in employee take-home pay.As a tax strategy, and not insurance, it works alongside existing benefit plans, does not replace or alter medical coverage, and applies to both for-profit and nonprofit organizations.
Envision Success LLC
WHO THIS IS FOR
• Nonprofit and for-profit organizations — from small employers to enterprise teams, including municipalities, counties, and unions — seeking to strengthen financial performance while making preventive care financially accessible to employees.• CPAs, financial advisors, and tax professionals looking to improve client cash flow through compliant payroll tax optimization strategies.• Benefits consultants and insurance brokers seeking a budget-positive structure that enhances client value without disrupting existing plans.
WHY THIS MATTERS
THE PROBLEM:
Healthcare affordability is not simply a benefits issue.
It is an operating risk that affects every level of the organization.
When care requires out-of-pocket payment, utilization declines. Employees report delaying care, shifting to higher-cost settings such as the ER, or avoiding treatment altogether.
THE IMPACT:
What was once preventable leads to increased absenteeism, lost productivity, higher turnover and escalating claims.
THE BUDGET-POSITIVE SOLUTION:
An IRS-compliant tax strategy that redirects a portion of existing payroll taxes to fund preventive and wellness care.
• Creates immediate and ongoing cash flow improvement
• No added spend
• No reduction in employee take-home pay
• No change to existing plans or broker relationships
MEASURABLE OUTCOMES:
• Employers net an additional $640 annually per participating employee
• Immediate and sustained cash flow improvement
• No-copay access to preventive care
• Self-funded and level-funded organizations see significant reductions in claims costs
TIMING & EASE:
• Implemented year-round.
• Not tied to open enrollment or tax season.Mission Aligned Benefits protects your people while strengthening the financial foundation of your organization.When care is affordable to use, employees seek support earlier, address issues sooner, and stay healthier over time. The result is greater stability, fewer disruptions, stronger retention, and improved financial performance.Mission Aligned Benefits brings employee health and financial strength together in one practical, compliant structure built for long-term organizational performance.
HOW THIS ACTUALLY WORKS
Mission Aligned Benefits is designed so that a portion of existing payroll taxes fund the cost of care and strengthen employer finances.Employee payroll tax reductions cover the cost of preventive and wellness care with no reduction in take-home pay.
Employers receive a matching payroll tax reduction for every participating employee.Built upon an IRS-compliant structure, this approach allows organizations to redirect existing payroll taxes with full documentation and audit readiness.Implementation fully integrates with current payroll and benefits, with no changes to health plans, carriers, or broker relationships.Ongoing administration, compliance, and oversight are managed through our coordinated partner team, relieving HR workload and supporting long-term program use.
WHAT YOU CAN EXPECT
Employer outcome:
• Employers net $640 annually per participating employee
after program and administrative costs, recapturing hidden cash flow for the organization.Employee outcome:
• Employees gain expanded access to preventive
and wellness care with the cost barriers to early and ongoing care removed.
• No out-of-pocket costs • No reduction in take-home pay.• Bonus:
Self- and level-funded organizations nationally retain an additional $30 to $50 per employee per month within their health plan fund, as care is accessed through the platform without copays or traditional claims.• AUDIT PROTECTION:
Audit protection is included as part of program administration.
WHO POWERS THIS SYSTEM
Employees receive care through a medically qualified virtual care provider offering an integrated whole-person experience, with a comprehensive tailored suite of preventive and wellness solutions.The platform supports more than 3,000 organizations nationwide and serves over 4 million members, providing the scale, clinical oversight, and operational infrastructure required for organizations of all sizes.Implementation, platform operations, and ongoing compliance are managed through a strategically aligned partner structure that ensures consistent execution, regulatory integrity, and long-term operational reliability.
MISSION ALIGNED BENEFITS
This brief conversation will answer your questions and
clarify whether this structure is a fit for your organization.”
Faith Rose | Founder, CEO
Envision Success LLC | Bozeman, MT
406.581.4462 [email protected]
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