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Sponsor portfolio

CARLISLE AND AFFILIATED COMPANIES

EIN 04-2981585-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$1.3M premiums
Participants
260
126 DANIEL STREET, SUITE 200 - PORTSMOUTH, NH 03801603-431-0000
Plans on this EIN
2 filings
#001401k-$5.9M - 148 part#501Fully Insured-$1.3M - 109 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Life$80K
  • Short-term disability$80K
  • Long-term disability$80K
  • Other$80K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HARVARD PILGRIM HEALTH CARE89%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • CROSS INSURANCE89%
  • PLANSOURCE BENEFITS ADMINISTRATION6%
  • CROSS BENEFIT SOLUTIONS4%
  • COMBINED SERVICES LLC1%
Total $53K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARLISLE AND AFFILIATED COMPANIES 401(K) PLAN

401k

Assets$5.9M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARLISLE CAPITAL AND AFFILIATED COMPANIES HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE OF NE INC - MA

Premiums$1.3M
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLISLE AND AFFILIATED COMPANIES 401(K) PLAN401k$5.9M1482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARLISLE CAPITAL AND AFFILIATED COMPANIES HEALTH AND WELFARE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE OF NE INC - MA$1.3M1092025
Retirement plans
Welfare plans
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