Plan Ledger DOL Form 5500 · updated monthly

Carlisle, LLCbenefits

Group Health and Life Plan of Carlisle Companies · SCOTTSDALE, AZ · plan year 2025

Broker compensation reported · 2025
$235,210

Carlisle, LLC's benefits plans covered 4,715 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $235,210 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $50 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 19% from $289,399 in 2024.

Insurance contracts · 20255
PRUDENTIAL INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 4,931 covered
DELAWARE AMERICAN LIFE INSURANCE OF AMERICA · ltdpremiums n/a · 10 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dental ppopremiums n/a · 10 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 7,227 covered
Brokers & agents paid · 20254
FREESTONE FINANCIAL, LLC$198,680
IMG$1,047 · incl $1,047 fees
Also brokered by Freestone Financial, LLC5
Brightview, LLC OH$11,928

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 230457510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.