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Form 5500 · Employee benefit plan · GREENWICH, CT

VISTA CAPITAL LLC

Public Form 5500 records show how VISTA CAPITAL LLC of GREENWICH, CT, a manufacturing employer, structures its employee benefits. Its broker of record is BILL TREMKO. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in March.

Benefits broker of record
Plan renews
March

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0529512 · plan 004 · as of Aug 2026

Participants
1,060
Carriers on file
2
Disclosed commissions
$80,000
Renewal month
March

Plan brief

Reported premium across the insured contracts is $28,707,064, with $80,000 in disclosed broker commissions — about 0.3% of premium.

The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.

BILL TREMKO is the broker of record on all 2 contracts.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
PRINCIPAL LIFE INSURANCE COMPANY869March$20,219,998$55,500
PRINCIPAL LIFE INSURANCE COMPANY135March$8,487,066$24,500

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