Form 5500 · Employee benefit plan · SCOTTSDALE, AZ
CARLISLE, LLC
Public Form 5500 records show how CARLISLE, LLC of SCOTTSDALE, AZ, a manufacturing employer, structures its employee benefits. 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 Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with PRUDENTIAL INSURANCE COMPANY OF AMERICA, covers 4,931 people.
Reported premium across the insured contracts is $5,569,338, with $234,163 in disclosed broker commissions — about 4.2% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in September — the plan is on a split renewal cycle.
FREESTONE FINANCIAL, LLC is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — PRUDENTIAL INSURANCE COMPANY OF AMERICA, FIDELITY SECURITY LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY and NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA among them — with PRUDENTIAL INSURANCE COMPANY OF AMERICA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, Disability | 4,931 | December | $4,966,350 | $198,680 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 7,227 | December | $523,022 | $27,075 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 10 | December | $66,617 | $6,577 |
| NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | — | 4,715 | September | $9,929 | $1,489 |
| DELAWARE AMERICAN LIFE INSURANCE OF AMERICA | Disability | 10 | December | $3,420 | $342 |
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