Plan5500

Retirement Plan For Employees Of Carlisle LLC — Form 5500 plan (Carlisle LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Retirement Plan For Employees Of Carlisle LLC is a benefit plan reported by Carlisle LLC under EIN 23-0457510 and plan number 007. The latest loaded filing year is 2023. The filing reports 2,437 participants and $114,757,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carlisle LLC
EIN
23-0457510
Plan number
007
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
2,437
End-of-year plan assets
$114,757,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,437H, C20241008143701NAL0008468291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,757,242
Total liabilities (EOY)
$0
Net assets (EOY)
$114,757,242
Net assets (BOY)
$118,480,898

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$9,159,258

Expenses & distributions

Benefits paid
$12,098,710
Administrative expenses
$784,204
Total expenses
$12,882,914
Net increase / (decrease)
-$3,723,656

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Institutional GroupNONE$286,912not reported in the loaded dataset2023
Principal Trust CompanyNONE$212,088not reported in the loaded dataset2023
Usi Consulting GroupNONE$33,402not reported in the loaded dataset2023
Forvis, LlpNONE$17,850not reported in the loaded dataset2023

Related Form 5500 pages