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Form 5500 · Employee benefit plan · TALLAHASSEE, FL

ENVISION CREDIT UNION

ENVISION CREDIT UNION of TALLAHASSEE, FL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BRIDGET FAZZOLARA. Coverage is written through CAPITAL HEALTH PLAN and 3 other carriers. The plan's most recent policy period ended in September.

Benefits broker of record
Insurance carrier
Plan renews
September

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 59-0873652 · plan 505 · as of Jul 2026

Participants
255
Carriers on file
4
Disclosed commissions
$80,967
Renewal month
September

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CAPITAL HEALTH PLANHealth171September$29,740
BLUE CROSS BLUE SHIELD OF FLORIDAHealth98September$26,637
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability398September$17,417
BLUE CROSS BLUE SHIELD OF FLORIDAHealth83February$7,173

Questions

Who is ENVISION CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, ENVISION CREDIT UNION's broker of record is BRIDGET FAZZOLARA.

What insurance carrier does ENVISION CREDIT UNION use?

ENVISION CREDIT UNION's benefit plan is written through CAPITAL HEALTH PLAN, among 4 disclosed carriers.

When does ENVISION CREDIT UNION's group plan renew?

The most recent Schedule A policy period for ENVISION CREDIT UNION ended in September. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ENVISION CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.