401k Plan data: PENNSYLVANIA BC/BS ILLINOIS BC/BS plan

PENNSYLVANIA BC/BS ILLINOIS BC/BS 401k Plan overview

Plan Name	PENNSYLVANIA BC/BS ILLINOIS BC/BS
Plan identification number	509

PENNSYLVANIA BC/BS ILLINOIS BC/BS Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

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

Company Name: CARLISLE, LLC

Employer identification number (EIN): 230457510

NAIC Classification: 339900

Additional information about CARLISLE, LLC

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, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA BC/BS ILLINOIS BC/BS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
509 2014-01-01 JULIA CHANDLER JULIA CHANDLER 2015-09-02
509 2013-01-01 JULIA CHANDLER
509 2012-01-01 JULIA CHANDLER JULIA CHANDLER 2013-07-25
509 2011-01-01 JULIA CHANDLER
509 2009-01-01 JULIA CHANDLER
509 2009-01-01 JULIA CHANDLER 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
509	2014-01-01	JULIA CHANDLER	JULIA CHANDLER	2015-09-02
509	2013-01-01	JULIA CHANDLER
509	2012-01-01	JULIA CHANDLER	JULIA CHANDLER	2013-07-25
509	2011-01-01	JULIA CHANDLER
509	2009-01-01	JULIA CHANDLER
509	2009-01-01		JULIA CHANDLER	2010-08-02

Plan Statistics for PENNSYLVANIA BC/BS ILLINOIS BC/BS

401k plan membership statisitcs for PENNSYLVANIA BC/BS ILLINOIS BC/BS

Measure Date Value
2014: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,685
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,654
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,664
Number of retired or separated participants receiving benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 1,685
Total participants 2013-01-01 1,685
2012: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,748
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,622
Number of retired or separated participants receiving benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 1,654
Total participants 2012-01-01 1,654
2011: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,669
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,715
Number of retired or separated participants receiving benefits 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1,748
Total participants 2011-01-01 1,748
2009: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,295
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,450
Number of retired or separated participants receiving benefits 2009-01-01 44
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1,494
Total participants 2009-01-01 1,494

Measure	Date	Value
2014: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,685
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,654
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,664
Number of retired or separated participants receiving benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	1,685
Total participants	2013-01-01	1,685
2012: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,748
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,622
Number of retired or separated participants receiving benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	1,654
Total participants	2012-01-01	1,654
2011: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,669
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,715
Number of retired or separated participants receiving benefits	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1,748
Total participants	2011-01-01	1,748
2009: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,295
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,450
Number of retired or separated participants receiving benefits	2009-01-01	44
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1,494
Total participants	2009-01-01	1,494

Form 5500 Responses for PENNSYLVANIA BC/BS ILLINOIS BC/BS

2014: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: PENNSYLVANIA BC/BS ILLINOIS BC/BS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	CARLISLE, LLC
Employer identification number (EIN):	230457510
NAIC Classification:	339900

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