Trevor Motley signed The Vista Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Vista Foundation's EIN is 80-0113235.
Download the official 2024 Form 5500 (PDF) for The Vista Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Vista Foundation's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENGLE-HAMBRIGHT & DAVIES, INC | 23-0558310 | — | BROKER | $79K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONNECTCARE3 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest Bearing Checking Account * UMB Bank, N.A. UMB Commercial Performance Checking Account | Other securities | — | $103K | $103K | 27.8% |
| 26-1768616 |
| — |
| PATIENT ADVOCATE |
| $17K |
| — |
| HIGHMARK BLUE SHIELD (CENTRAL) | 23-1294723 | — | ADMIN | -$1 | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | -$180K | — |
