?>
Logo

CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCARLISLE CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARLISLE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CARLISLE CORPORATION
Employer identification number (EIN):621149118
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Additional information about CARLISLE CORPORATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1986-09-02
Company Identification Number: M37735
Legal Registered Office Address: 3546 SOUTH OCEAN BLVD., APT. 801

PALM BEACH

33480

More information about CARLISLE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LOUIS JEHL LOUIS JEHL2018-10-15
0012016-01-01LOUIS JEHL LOUIS JEHL2017-10-16
0012015-01-01LOUIS JEHL LOUIS JEHL2016-10-17
0012014-01-01PAUL J VOLPE PAUL J VOLPE2015-10-05
0012013-01-01STEPHEN HOFFMAN STEPHEN HOFFMAN2014-10-14
0012012-01-01STEPHEN HOFFMAN STEPHEN HOFFMAN2013-10-08
0012011-01-01STEPHEN HOFFMAN STEPHEN HOFFMAN2012-10-11
0012010-01-01STEPHEN HOFFMAN
0012009-01-01STEPHEN HOFFMAN

Plan Statistics for CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,510
Total number of active participants reported on line 7a of the Form 55002022-01-011,556
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-011,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,677
Number of participants with account balances2022-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,609
Total number of active participants reported on line 7a of the Form 55002021-01-011,455
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-011,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,580
Number of participants with account balances2021-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,676
Total number of active participants reported on line 7a of the Form 55002020-01-011,446
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-011,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,574
Number of participants with account balances2020-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,688
Total number of active participants reported on line 7a of the Form 55002019-01-011,512
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-011,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,631
Number of participants with account balances2019-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,309
Total number of active participants reported on line 7a of the Form 55002018-01-011,266
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,376
Number of participants with account balances2018-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,147
Total number of active participants reported on line 7a of the Form 55002017-01-011,111
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01126
Total of all active and inactive participants2017-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,238
Number of participants with account balances2017-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,302
Total number of active participants reported on line 7a of the Form 55002016-01-01883
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0180
Total of all active and inactive participants2016-01-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01965
Number of participants with account balances2016-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,193
Total number of active participants reported on line 7a of the Form 55002015-01-01910
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01989
Number of participants with account balances2015-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,841
Total number of active participants reported on line 7a of the Form 55002014-01-01971
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0185
Total of all active and inactive participants2014-01-011,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,057
Number of participants with account balances2014-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,743
Total number of active participants reported on line 7a of the Form 55002013-01-011,726
Number of other retired or separated participants entitled to future benefits2013-01-0159
Total of all active and inactive participants2013-01-011,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,785
Number of participants with account balances2013-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,273
Total number of active participants reported on line 7a of the Form 55002012-01-011,361
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,415
Number of participants with account balances2012-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,372
Total number of active participants reported on line 7a of the Form 55002011-01-011,162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-011,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,211
Number of participants with account balances2011-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,345
Total number of active participants reported on line 7a of the Form 55002010-01-011,521
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-011,567
Total participants2010-01-011,567
Number of participants with account balances2010-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,136
Total number of active participants reported on line 7a of the Form 55002009-01-011,121
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-011,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,150
Number of participants with account balances2009-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-974,607
Total of all expenses incurred2022-12-31$1,636,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,486,488
Value of total corrective distributions2022-12-31$51,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$903,893
Value of total assets at end of year2022-12-31$10,319,250
Value of total assets at beginning of year2022-12-31$12,930,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$99,196
Total interest from all sources2022-12-31$25,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$14,808
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$662,961
Participant contributions at end of year2022-12-31$480,077
Participant contributions at beginning of year2022-12-31$416,466
Total non interest bearing cash at end of year2022-12-31$14,258
Total non interest bearing cash at beginning of year2022-12-31$21,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,611,382
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,319,250
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,930,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$36,244
Value of interest in pooled separate accounts at end of year2022-12-31$9,824,915
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,492,812
Interest on participant loans2022-12-31$25,381
Net investment gain/loss from pooled separate accounts2022-12-31$-1,903,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$240,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,486,488
Contract administrator fees2022-12-31$48,144
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,615,492
Total of all expenses incurred2021-12-31$966,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$782,203
Value of total corrective distributions2021-12-31$67,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$882,194
Value of total assets at end of year2021-12-31$12,930,632
Value of total assets at beginning of year2021-12-31$11,282,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,197
Total interest from all sources2021-12-31$23,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$17,752
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$636,220
Participant contributions at end of year2021-12-31$416,466
Participant contributions at beginning of year2021-12-31$407,279
Total non interest bearing cash at end of year2021-12-31$21,354
Total non interest bearing cash at beginning of year2021-12-31$15,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,648,569
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,930,632
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,282,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$41,293
Value of interest in pooled separate accounts at end of year2021-12-31$12,492,812
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,859,611
Interest on participant loans2021-12-31$23,584
Net investment gain/loss from pooled separate accounts2021-12-31$1,709,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$245,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$782,203
Contract administrator fees2021-12-31$58,152
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,561,525
Total of all expenses incurred2020-12-31$2,118,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,955,070
Value of total corrective distributions2020-12-31$61,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$940,439
Value of total assets at end of year2020-12-31$11,282,063
Value of total assets at beginning of year2020-12-31$10,839,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,305
Total interest from all sources2020-12-31$30,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$102,305
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$615,117
Participant contributions at end of year2020-12-31$407,279
Participant contributions at beginning of year2020-12-31$526,672
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$77,594
Total non interest bearing cash at end of year2020-12-31$15,173
Total non interest bearing cash at beginning of year2020-12-31$18,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$443,006
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,282,063
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,839,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,859,611
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,293,889
Interest on participant loans2020-12-31$30,771
Net investment gain/loss from pooled separate accounts2020-12-31$1,590,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$247,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,955,070
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KNAV, P.A.
Accountancy firm EIN2020-12-31202751082
2019 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,727,102
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$618,872
Total of all expenses incurred2019-12-31$618,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$532,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$532,980
Value of total corrective distributions2019-12-31$25,025
Value of total corrective distributions2019-12-31$25,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,014,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,014,293
Value of total assets at end of year2019-12-31$10,839,057
Value of total assets at end of year2019-12-31$10,839,057
Value of total assets at beginning of year2019-12-31$8,730,827
Value of total assets at beginning of year2019-12-31$8,730,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,867
Total interest from all sources2019-12-31$35,469
Total interest from all sources2019-12-31$35,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$17,732
Administrative expenses professional fees incurred2019-12-31$17,732
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$634,387
Contributions received from participants2019-12-31$634,387
Participant contributions at end of year2019-12-31$526,672
Participant contributions at end of year2019-12-31$526,672
Participant contributions at beginning of year2019-12-31$590,989
Participant contributions at beginning of year2019-12-31$590,989
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$136,089
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$136,089
Total non interest bearing cash at end of year2019-12-31$18,496
Total non interest bearing cash at end of year2019-12-31$18,496
Total non interest bearing cash at beginning of year2019-12-31$16,106
Total non interest bearing cash at beginning of year2019-12-31$16,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,108,230
Value of net income/loss2019-12-31$2,108,230
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,839,057
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,839,057
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,730,827
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,730,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$32,365
Investment advisory and management fees2019-12-31$32,365
Value of interest in pooled separate accounts at end of year2019-12-31$10,293,889
Value of interest in pooled separate accounts at end of year2019-12-31$10,293,889
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,123,732
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,123,732
Interest on participant loans2019-12-31$35,469
Interest on participant loans2019-12-31$35,469
Net investment gain/loss from pooled separate accounts2019-12-31$1,677,340
Net investment gain/loss from pooled separate accounts2019-12-31$1,677,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$243,817
Contributions received in cash from employer2019-12-31$243,817
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$532,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$532,980
Contract administrator fees2019-12-31$10,770
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REYNOLD BONE & GRIESBECK, PLC
Accountancy firm name2019-12-31REYNOLD BONE & GRIESBECK, PLC
Accountancy firm EIN2019-12-31620428728
Accountancy firm EIN2019-12-31620428728
2018 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,798,461
Total of all expenses incurred2018-12-31$531,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$488,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,226,473
Value of total assets at end of year2018-12-31$8,730,827
Value of total assets at beginning of year2018-12-31$7,463,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$43,202
Total interest from all sources2018-12-31$27,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$15,033
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$532,687
Participant contributions at end of year2018-12-31$590,989
Participant contributions at beginning of year2018-12-31$466,556
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$16,440
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,472,777
Total non interest bearing cash at end of year2018-12-31$16,106
Total non interest bearing cash at beginning of year2018-12-31$8,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,266,890
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,730,827
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,463,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$25,907
Value of interest in pooled separate accounts at end of year2018-12-31$8,123,732
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,965,758
Interest on participant loans2018-12-31$27,791
Net investment gain/loss from pooled separate accounts2018-12-31$-455,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$221,009
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$6,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$488,369
Contract administrator fees2018-12-31$2,262
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REYNOLD BONE & GRIESBECK, PLC
Accountancy firm EIN2018-12-31620428728
2017 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,904,216
Total of all expenses incurred2017-12-31$1,086,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,010,333
Value of total corrective distributions2017-12-31$37,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$975,170
Value of total assets at end of year2017-12-31$7,463,937
Value of total assets at beginning of year2017-12-31$6,646,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,217
Total interest from all sources2017-12-31$25,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$12,596
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$508,297
Participant contributions at end of year2017-12-31$466,556
Participant contributions at beginning of year2017-12-31$476,434
Participant contributions at end of year2017-12-31$16,440
Participant contributions at beginning of year2017-12-31$10,581
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$247,554
Total non interest bearing cash at end of year2017-12-31$8,186
Total non interest bearing cash at beginning of year2017-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$817,225
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,463,937
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,646,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,113
Value of interest in pooled separate accounts at end of year2017-12-31$6,965,758
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,155,075
Interest on participant loans2017-12-31$25,248
Net investment gain/loss from pooled separate accounts2017-12-31$903,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$219,319
Employer contributions (assets) at end of year2017-12-31$6,997
Employer contributions (assets) at beginning of year2017-12-31$4,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,010,333
Contract administrator fees2017-12-31$2,508
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REYNOLD BONE & GRIESBECK, PLC
Accountancy firm EIN2017-12-31620428728
2016 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,332,488
Total of all expenses incurred2016-12-31$584,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$554,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$806,217
Value of total assets at end of year2016-12-31$6,646,712
Value of total assets at beginning of year2016-12-31$5,898,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,104
Total interest from all sources2016-12-31$21,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,249
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$394,414
Participant contributions at end of year2016-12-31$476,434
Participant contributions at beginning of year2016-12-31$389,849
Participant contributions at end of year2016-12-31$10,581
Participant contributions at beginning of year2016-12-31$10,340
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$241,614
Total non interest bearing cash at end of year2016-12-31$1
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$747,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,646,712
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,898,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$21,589
Value of interest in pooled separate accounts at end of year2016-12-31$6,155,075
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,482,944
Interest on participant loans2016-12-31$21,517
Net investment gain/loss from pooled separate accounts2016-12-31$504,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$170,189
Employer contributions (assets) at end of year2016-12-31$4,621
Employer contributions (assets) at beginning of year2016-12-31$15,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$554,670
Contract administrator fees2016-12-31$2,266
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REYNOLD BONE & GRIESBECK, PLC
Accountancy firm EIN2016-12-31620428728
2015 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$479,327
Total of all expenses incurred2015-12-31$854,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$782,916
Value of total corrective distributions2015-12-31$27,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$519,672
Value of total assets at end of year2015-12-31$5,898,998
Value of total assets at beginning of year2015-12-31$6,274,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,221
Total interest from all sources2015-12-31$20,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$20,627
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$360,307
Participant contributions at end of year2015-12-31$389,849
Participant contributions at beginning of year2015-12-31$396,524
Participant contributions at end of year2015-12-31$10,340
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-375,163
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,898,998
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,274,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,342
Value of interest in pooled separate accounts at end of year2015-12-31$5,482,944
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,864,045
Interest on participant loans2015-12-31$20,692
Net investment gain/loss from pooled separate accounts2015-12-31$-61,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$159,365
Employer contributions (assets) at end of year2015-12-31$15,865
Employer contributions (assets) at beginning of year2015-12-31$12,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$782,916
Contract administrator fees2015-12-31$2,252
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REYNOLD BONE & GRIESBECK, PLC
Accountancy firm EIN2015-12-31620428728
2014 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,005,288
Total of all expenses incurred2014-12-31$2,045,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,969,006
Expenses. Certain deemed distributions of participant loans2014-12-31$2,871
Value of total corrective distributions2014-12-31$26,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$680,368
Value of total assets at end of year2014-12-31$6,274,161
Value of total assets at beginning of year2014-12-31$7,314,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,139
Total interest from all sources2014-12-31$21,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$17,273
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$475,392
Participant contributions at end of year2014-12-31$396,524
Participant contributions at beginning of year2014-12-31$454,745
Participant contributions at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$1,259
Total non interest bearing cash at beginning of year2014-12-31$912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,039,996
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,274,161
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,314,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,346
Value of interest in pooled separate accounts at end of year2014-12-31$5,864,045
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,839,225
Interest on participant loans2014-12-31$21,481
Net investment gain/loss from pooled separate accounts2014-12-31$303,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$204,976
Employer contributions (assets) at end of year2014-12-31$12,333
Employer contributions (assets) at beginning of year2014-12-31$19,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,969,006
Contract administrator fees2014-12-31$22,520
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,869,573
Total of all expenses incurred2013-12-31$750,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$682,067
Value of total corrective distributions2013-12-31$20,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$776,629
Value of total assets at end of year2013-12-31$7,314,157
Value of total assets at beginning of year2013-12-31$6,194,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,229
Total interest from all sources2013-12-31$20,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$17,941
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$542,100
Participant contributions at end of year2013-12-31$454,745
Participant contributions at beginning of year2013-12-31$367,284
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,963
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,154
Total non interest bearing cash at end of year2013-12-31$912
Total non interest bearing cash at beginning of year2013-12-31$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,119,230
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,314,157
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,194,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,839,225
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,805,450
Interest on participant loans2013-12-31$20,732
Net investment gain/loss from pooled separate accounts2013-12-31$1,072,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$233,375
Employer contributions (assets) at end of year2013-12-31$19,275
Employer contributions (assets) at beginning of year2013-12-31$18,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$682,067
Contract administrator fees2013-12-31$30,288
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,475,846
Total of all expenses incurred2012-12-31$584,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$518,504
Value of total corrective distributions2012-12-31$20,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$750,620
Value of total assets at end of year2012-12-31$6,194,927
Value of total assets at beginning of year2012-12-31$5,303,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,412
Total interest from all sources2012-12-31$18,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$16,384
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$521,842
Participant contributions at end of year2012-12-31$367,284
Participant contributions at beginning of year2012-12-31$370,892
Participant contributions at end of year2012-12-31$2,963
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,176
Total non interest bearing cash at end of year2012-12-31$418
Total non interest bearing cash at beginning of year2012-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$891,477
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,194,927
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,303,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$5,805,450
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,915,025
Interest on participant loans2012-12-31$18,463
Net investment gain/loss from pooled separate accounts2012-12-31$706,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$227,602
Employer contributions (assets) at end of year2012-12-31$18,812
Employer contributions (assets) at beginning of year2012-12-31$17,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$518,504
Contract administrator fees2012-12-31$29,028
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$631,654
Total of all expenses incurred2011-12-31$457,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$406,016
Value of total corrective distributions2011-12-31$3,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$778,870
Value of total assets at end of year2011-12-31$5,303,450
Value of total assets at beginning of year2011-12-31$5,128,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,837
Total interest from all sources2011-12-31$18,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$16,846
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$529,421
Participant contributions at end of year2011-12-31$370,892
Participant contributions at beginning of year2011-12-31$323,421
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,800
Total non interest bearing cash at end of year2011-12-31$13
Total non interest bearing cash at beginning of year2011-12-31$2,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$174,475
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,303,450
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,128,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,915,025
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,786,753
Interest on participant loans2011-12-31$18,436
Net investment gain/loss from pooled separate accounts2011-12-31$-165,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$232,649
Employer contributions (assets) at end of year2011-12-31$17,520
Employer contributions (assets) at beginning of year2011-12-31$16,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$406,016
Contract administrator fees2011-12-31$30,991
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,277,001
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$437,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$373,584
Value of total corrective distributions2010-12-31$21,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$698,355
Value of total assets at end of year2010-12-31$5,128,975
Value of total assets at beginning of year2010-12-31$4,289,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,889
Total interest from all sources2010-12-31$17,713
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$15,789
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$484,944
Participant contributions at end of year2010-12-31$323,421
Participant contributions at beginning of year2010-12-31$274,710
Participant contributions at beginning of year2010-12-31$4,182
Total non interest bearing cash at end of year2010-12-31$2,146
Total non interest bearing cash at beginning of year2010-12-31$3,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$839,509
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,128,975
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,289,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,786,753
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,989,556
Interest on participant loans2010-12-31$17,713
Net investment gain/loss from pooled separate accounts2010-12-31$560,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$213,411
Employer contributions (assets) at end of year2010-12-31$16,655
Employer contributions (assets) at beginning of year2010-12-31$17,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$373,584
Contract administrator fees2010-12-31$27,100
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN

2022: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,136
Amount paid for insurance broker fees15621
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,784
Amount paid for insurance broker fees17752
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered377
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $21,241
Amount paid for insurance broker fees16225
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $26,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17762
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15033
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered431
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12595
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameBURLEIGH CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered343
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $45,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees21342
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY FEES
Insurance broker organization code?7
Insurance broker nameBURLEIGH CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered373
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,082
Total amount of fees paid to insurance companyUSD $28,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,387
Insurance broker organization code?4
Amount paid for insurance broker fees17273
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDUNCAN-WILLIAMS, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered495
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,640
Total amount of fees paid to insurance companyUSD $21,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,640
Insurance broker organization code?4
Amount paid for insurance broker fees17941
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBURLEIGH CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered471
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,013
Total amount of fees paid to insurance companyUSD $19,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,013
Insurance broker organization code?4
Amount paid for insurance broker fees16384
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBURLEIGH CONSULTING GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered453
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,896
Total amount of fees paid to insurance companyUSD $19,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number57566
Policy instance 1
Insurance contract or identification number57566
Number of Individuals Covered412
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,802
Total amount of fees paid to insurance companyUSD $18,011
Commission paid to Insurance BrokerUSD $17,802
Insurance broker organization code?4
Amount paid for insurance broker fees15789
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBURLEIGH CONSULTING GROUP

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3