Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
CARLISLE, LLC
CARLISLE, LLC of SCOTTSDALE, AZ files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is FREESTONE FINANCIAL, LLC. Coverage is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-0457510 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 4,931 | December | $198,680 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 7,227 | December | $27,075 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 10 | December | $6,577 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 4,715 | September | $1,489 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Disability | 10 | December | $342 |
Questions
Who is CARLISLE, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, CARLISLE, LLC's broker of record is FREESTONE FINANCIAL, LLC.
What insurance carrier does CARLISLE, LLC use?
CARLISLE, LLC's benefit plan is written through PRUDENTIAL INSURANCE COMPANY OF AMERICA, among 5 disclosed carriers.
When does CARLISLE, LLC's group plan renew?
The most recent Schedule A policy period for CARLISLE, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CARLISLE, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.