Carlisle, LLC Employee Incentive Savings Plan — 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, Carlisle, LLC Employee Incentive Savings Plan is a benefit plan reported by Carlisle, LLC under EIN 23-0457510 and plan number 019. The latest loaded filing year is 2023. The filing reports 11,215 participants and $829,416,386 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carlisle, LLC
EIN
23-0457510
Plan number
019
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
11,215
End-of-year plan assets
$829,416,386

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202311,215H, C20241008090306NAL0016368081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$829,416,386
Total liabilities (EOY)
$0
Net assets (EOY)
$829,416,386
Net assets (BOY)
$734,096,182

Income & contributions

Employer contributions
$19,121,505
Participant contributions
$38,821,634
Total contributions
$64,029,270
Total income / additions
$210,211,115

Expenses & distributions

Benefits paid
$97,311,056
Administrative expenses
$475,234
Total expenses
$97,793,660
Net increase / (decrease)
$112,417,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$535,683$02023

Related Form 5500 pages