401k Plan data: CARILLON, INC. PROFIT SHARING PLAN plan

CARILLON, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	CARILLON, INC. PROFIT SHARING PLAN
Plan identification number	001

CARILLON, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

CARILLON, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARILLON, INC.

Employer identification number (EIN): 742070670

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about CARILLON, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2010-05-19

Company Identification Number: 3951948

Legal Registered Office Address: 327 MAIN STREET
SUFFOLK
HUNTINGTON
United States of America (USA)
11743

More information about CARILLON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARILLON, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 GILBERT CARRASCO 2014-01-17
001 2012-01-01 GILBERT CARRASCO 2013-07-23
001 2011-01-01 GILBERT CARRASCO 2012-10-30
001 2010-01-01 GILBERT CARRASCO 2012-10-30
001 2008-01-01 GILBERT CARRASCO
001 2007-01-01 GILBERT CARRASCO
001 2006-01-01 GILBERT CARRASCO
001 2005-01-01 GILBERT CARRASCO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	GILBERT CARRASCO	2014-01-17
001	2012-01-01	GILBERT CARRASCO	2013-07-23
001	2011-01-01	GILBERT CARRASCO	2012-10-30
001	2010-01-01	GILBERT CARRASCO	2012-10-30
001	2008-01-01	GILBERT CARRASCO
001	2007-01-01	GILBERT CARRASCO
001	2006-01-01	GILBERT CARRASCO
001	2005-01-01	GILBERT CARRASCO

Plan Statistics for CARILLON, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for CARILLON, INC. PROFIT SHARING PLAN

Measure Date Value
2008: CARILLON, INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 43
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 17
Total of all active and inactive participants 2008-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 60
Number of participants with account balances 2008-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: CARILLON, INC. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 45
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 18
Total of all active and inactive participants 2007-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 63
Number of participants with account balances 2007-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1
2006: CARILLON, INC. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 50
Number of retired or separated participants receiving benefits 2006-01-01 0
Number of other retired or separated participants entitled to future benefits 2006-01-01 19
Total of all active and inactive participants 2006-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 69
Number of participants with account balances 2006-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 2
2005: CARILLON, INC. PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2005-01-01 68
Number of retired or separated participants receiving benefits 2005-01-01 0
Number of other retired or separated participants entitled to future benefits 2005-01-01 12
Total of all active and inactive participants 2005-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-01-01 0
Total participants 2005-01-01 80
Number of participants with account balances 2005-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-01-01 3

Measure	Date	Value
2008: CARILLON, INC. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	43
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	17
Total of all active and inactive participants	2008-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	60
Number of participants with account balances	2008-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: CARILLON, INC. PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	45
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	18
Total of all active and inactive participants	2007-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	63
Number of participants with account balances	2007-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1
2006: CARILLON, INC. PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	50
Number of retired or separated participants receiving benefits	2006-01-01	0
Number of other retired or separated participants entitled to future benefits	2006-01-01	19
Total of all active and inactive participants	2006-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	69
Number of participants with account balances	2006-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	2
2005: CARILLON, INC. PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2005-01-01	68
Number of retired or separated participants receiving benefits	2005-01-01	0
Number of other retired or separated participants entitled to future benefits	2005-01-01	12
Total of all active and inactive participants	2005-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-01-01	0
Total participants	2005-01-01	80
Number of participants with account balances	2005-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-01-01	3

Financial Data on CARILLON, INC. PROFIT SHARING PLAN

Measure	Date	Value
2008 : CARILLON, INC. PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$10,276
Expenses. Total of all expenses incurred	2008-12-31	$33,247
Benefits paid (including direct rollovers)	2008-12-31	$29,811
Total plan assets at end of year	2008-12-31	$316,553
Total plan assets at beginning of year	2008-12-31	$339,524
Value of fidelity bond covering the plan	2008-12-31	$100,000
Total contributions received or receivable from participants	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$10,276
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$-22,971
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$316,553
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$339,524
Total contributions received or receivable from employer(s)	2008-12-31	$0
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$3,436
2007 : CARILLON, INC. PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan	2007-12-31	$0
Total plan liabilities at end of year	2007-12-31	$0
Total plan liabilities at beginning of year	2007-12-31	$0
Total income from all sources	2007-12-31	$28,414
Expenses. Total of all expenses incurred	2007-12-31	$22,586
Benefits paid (including direct rollovers)	2007-12-31	$18,353
Total plan assets at end of year	2007-12-31	$339,524
Total plan assets at beginning of year	2007-12-31	$333,696
Value of fidelity bond covering the plan	2007-12-31	$100,000
Total contributions received or receivable from participants	2007-12-31	$0
Expenses. Other expenses not covered elsewhere	2007-12-31	$0
Contributions received from other sources (not participants or employers)	2007-12-31	$0
Other income received	2007-12-31	$28,414
Noncash contributions received	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$5,828
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$339,524
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$333,696
Total contributions received or receivable from employer(s)	2007-12-31	$0
Value of certain deemed distributions of participant loans	2007-12-31	$0
Value of corrective distributions	2007-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2007-12-31	$4,233
2006 : CARILLON, INC. PROFIT SHARING PLAN 2006 401k financial data
Transfers to/from the plan	2006-12-31	$0
Total plan liabilities at end of year	2006-12-31	$0
Total plan liabilities at beginning of year	2006-12-31	$0
Total income from all sources	2006-12-31	$-5,287
Expenses. Total of all expenses incurred	2006-12-31	$60,576
Benefits paid (including direct rollovers)	2006-12-31	$55,594
Total plan assets at end of year	2006-12-31	$333,696
Total plan assets at beginning of year	2006-12-31	$399,559
Value of fidelity bond covering the plan	2006-12-31	$100,000
Total contributions received or receivable from participants	2006-12-31	$0
Expenses. Other expenses not covered elsewhere	2006-12-31	$0
Contributions received from other sources (not participants or employers)	2006-12-31	$0
Other income received	2006-12-31	$-5,287
Noncash contributions received	2006-12-31	$0
Net income (gross income less expenses)	2006-12-31	$-65,863
Net plan assets at end of year (total assets less liabilities)	2006-12-31	$333,696
Net plan assets at beginning of year (total assets less liabilities)	2006-12-31	$399,559
Total contributions received or receivable from employer(s)	2006-12-31	$0
Value of certain deemed distributions of participant loans	2006-12-31	$0
Value of corrective distributions	2006-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2006-12-31	$4,982
2005 : CARILLON, INC. PROFIT SHARING PLAN 2005 401k financial data
Unrealized appreciation/depreciation of real estate assets	2005-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2005-12-31	$0
Total unrealized appreciation/depreciation of assets	2005-12-31	$0
Total transfer of assets to this plan	2005-12-31	$0
Total transfer of assets from this plan	2005-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2005-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2005-12-31	$0
Expenses. Interest paid	2005-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2005-12-31	$0
Total income from all sources (including contributions)	2005-12-31	$15,639
Total loss/gain on sale of assets	2005-12-31	$0
Total of all expenses incurred	2005-12-31	$128,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2005-12-31	$122,924
Expenses. Certain deemed distributions of participant loans	2005-12-31	$0
Value of total corrective distributions	2005-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2005-12-31	$0
Value of total assets at end of year	2005-12-31	$399,559
Value of total assets at beginning of year	2005-12-31	$512,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2005-12-31	$5,403
Total income from rents	2005-12-31	$0
Total interest from all sources	2005-12-31	$15,572
Total dividends received (eg from common stock, registered investment company shares)	2005-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2005-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2005-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2005-12-31	$0
Assets. Real estate other than employer real property at end of year	2005-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2005-12-31	$0
Administrative expenses professional fees incurred	2005-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2005-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2005-12-31	$0
Was this plan covered by a fidelity bond	2005-12-31	Yes
Value of fidelity bond cover	2005-12-31	$100,000
If this is an individual account plan, was there a blackout period	2005-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2005-12-31	No
Contributions received from participants	2005-12-31	$0
Participant contributions at end of year	2005-12-31	$0
Participant contributions at beginning of year	2005-12-31	$0
Participant contributions at end of year	2005-12-31	$0
Participant contributions at beginning of year	2005-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2005-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2005-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2005-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2005-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2005-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2005-12-31	$0
Assets. Loans (other than to participants) at end of year	2005-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2005-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2005-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2005-12-31	$0
Other income not declared elsewhere	2005-12-31	$0
Administrative expenses (other) incurred	2005-12-31	$0
Liabilities. Value of operating payables at end of year	2005-12-31	$0
Liabilities. Value of operating payables at beginning of year	2005-12-31	$0
Total non interest bearing cash at end of year	2005-12-31	$0
Total non interest bearing cash at beginning of year	2005-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2005-12-31	No
Income. Non cash contributions	2005-12-31	$0
Value of net income/loss	2005-12-31	$-112,688
Value of net assets at end of year (total assets less liabilities)	2005-12-31	$399,559
Value of net assets at beginning of year (total assets less liabilities)	2005-12-31	$512,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2005-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2005-12-31	No
Were any leases to which the plan was party in default or uncollectible	2005-12-31	No
Assets. partnership/joint venture interests at end of year	2005-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2005-12-31	$0
Investment advisory and management fees	2005-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2005-12-31	$638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2005-12-31	$4,252
Value of interest in pooled separate accounts at end of year	2005-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2005-12-31	$0
Interest on participant loans	2005-12-31	$0
Income. Interest from loans (other than to participants)	2005-12-31	$0
Interest earned on other investments	2005-12-31	$15,572
Income. Interest from US Government securities	2005-12-31	$0
Income. Interest from corporate debt instruments	2005-12-31	$0
Value of interest in master investment trust accounts at end of year	2005-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2005-12-31	$0
Value of interest in common/collective trusts at end of year	2005-12-31	$0
Value of interest in common/collective trusts at beginning of year	2005-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2005-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2005-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2005-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2005-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2005-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2005-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2005-12-31	$398,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2005-12-31	$507,995
Expenses. Payments to insurance carriers foe the provision of benefits	2005-12-31	$0
Asset value of US Government securities at end of year	2005-12-31	$0
Asset value of US Government securities at beginning of year	2005-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2005-12-31	$67
Net investment gain/loss from pooled separate accounts	2005-12-31	$0
Net investment gain or loss from common/collective trusts	2005-12-31	$0
Net gain/loss from 103.12 investment entities	2005-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2005-12-31	No
Was there a failure to transmit to the plan any participant contributions	2005-12-31	No
Has the plan failed to provide any benefit when due under the plan	2005-12-31	No
Assets. Invements in employer securities at end of year	2005-12-31	$0
Assets. Invements in employer securities at beginning of year	2005-12-31	$0
Assets. Value of employer real property at end of year	2005-12-31	$0
Assets. Value of employer real property at beginning of year	2005-12-31	$0
Contributions received in cash from employer	2005-12-31	$0
Employer contributions (assets) at end of year	2005-12-31	$0
Employer contributions (assets) at beginning of year	2005-12-31	$0
Income. Dividends from preferred stock	2005-12-31	$0
Income. Dividends from common stock	2005-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2005-12-31	$122,924
Asset. Corporate debt instrument preferred debt at end of year	2005-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2005-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2005-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2005-12-31	$0
Contract administrator fees	2005-12-31	$5,403
Assets. Corporate common stocks other than exployer securities at end of year	2005-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2005-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2005-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2005-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2005-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2005-12-31	$0
Did the plan have assets held for investment	2005-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2005-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2005-12-31	No
Aggregate proceeds on sale of assets	2005-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2005-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2005-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2005-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2005-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2005-12-31	Disclaimer
Accountancy firm name	2005-12-31	BKD, LLP
Accountancy firm EIN	2005-12-31	440160260

Form 5500 Responses for CARILLON, INC. PROFIT SHARING PLAN

2008: CARILLON, INC. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: CARILLON, INC. PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes
2006: CARILLON, INC. PROFIT SHARING PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes
2005: CARILLON, INC. PROFIT SHARING PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Insurance	Yes
2005-01-01	Plan funding arrangement – Trust	Yes
2005-01-01	Plan benefit arrangement – Insurance	Yes
2005-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-41462

Policy instance

Insurance contract or identification number	4-41462
Number of Individuals Covered	60
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $806
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-41462

Policy instance

Insurance contract or identification number	4-41462
Number of Individuals Covered	63
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
Total amount of commissions paid to insurance broker	USD $862
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-41462

Policy instance

Insurance contract or identification number	4-41462
Number of Individuals Covered	69
Insurance policy start date	2006-01-01
Insurance policy end date	2006-12-31
Total amount of commissions paid to insurance broker	USD $939
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

4-41462

Policy instance

Insurance contract or identification number	4-41462
Number of Individuals Covered	80
Insurance policy start date	2005-01-01
Insurance policy end date	2005-12-31
Total amount of commissions paid to insurance broker	USD $1,163
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

CARILLON, INC. EMPLOYEE BENEFITS PLAN [EIN = 752070670]

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Company Name:	CARILLON, INC.
Employer identification number (EIN):	742070670
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2010-05-19
Company Identification Number:	3951948
Legal Registered Office Address:	327 MAIN STREET SUFFOLK HUNTINGTON United States of America (USA) 11743