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Sponsor portfolio

CARLISLE LLC

EIN 62-1149118-hospitality-Latest filing 2024
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$792K premiums
Participants
2,960
1 DR. ML KING JR. AVE., SUITE 130 - MEMPHIS, TN 38103901-526-5000carlislecorp.comLinkedIn5001-10000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$13.6M - 2,458 part#507Mixed-$792K - 502 lives

Benefits portfolio analytics

1 plan / $792K premiums / 502 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$422K
  • Short-term disability$422K
  • Long-term disability$422K
  • Stop-loss$345K
  • Vision$26K
Total $792K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA53%
  • COMPANION LIFE INSURANCE COMPANY44%
  • VISION SERVICE PLAN3%
Total $792K3 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 CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$13.6M
Participants2,458
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

CARLISLE CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY

Premiums$792K
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN401k$13.6M2,4582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507CARLISLE CORPORATION EMPLOYEE BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY$792K5022024
Retirement plans
Welfare plans
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