Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CARLISLE, LLC
EIN 23-0457510Latest filing 2025
Plans
3
Retirement
2
$927.8M assets
Welfare
1
$5.6M premiums
Participants
15,002
16430 NORTH SCOTTSDALE ROAD, SUITE 400 - SCOTTSDALE, AZ 85254704-501-1143
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $927.8M assets / 10,245 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.6M premiums / 7,227 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.0M
- Long-term disability$5.0M
- Life$5.0M
- Short-term disability$5.0M
- Vision$523K
- Health$67K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA89%
- FIDELITY SECURITY LIFE INSURANCE COMPANY9%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
84%top
- FREESTONE FINANCIAL LLC84%
- MERCER HEALTH AND BENEFITS, LLC14%
- BROWN & BROWN INSURANCE SERVICES1%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#019
CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN
401k
Assets$869.7M
Participants9,306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE LLC
CashBalance
Assets$58.2M
Participants939
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP HEALTH AND LIFE PLAN OF CARLISLE COMPANIES
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$5.6M
Covered lives7,227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 019 | CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | 401k | $869.7M | 9,306 | 2024 | |
| 007 | RETIREMENT PLAN FOR EMPLOYEES OF CARLISLE LLC | CashBalance | $58.2M | 939 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP HEALTH AND LIFE PLAN OF CARLISLE COMPANIES | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $5.6M | 7,227 | 2025 |
Retirement plans
Welfare plans