Form 5500 · Employee benefit plan · GREENWICH, CT
VISTA CAPITAL LLC
VISTA CAPITAL LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is BILL TREMKO. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0529512 · plan 004 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 869 | March | $55,500 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 135 | March | $24,500 |
Questions
Who is VISTA CAPITAL LLC's benefits broker?
Per its most recent Form 5500 Schedule A, VISTA CAPITAL LLC's broker of record is BILL TREMKO.
What insurance carrier does VISTA CAPITAL LLC use?
VISTA CAPITAL LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does VISTA CAPITAL LLC's group plan renew?
The most recent Schedule A policy period for VISTA CAPITAL LLC ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from VISTA CAPITAL LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.