The Retirement and Disability Union Plan of S. K. Wellman Corp.
Carlisle Brake & Friction, Inc., Solon OH. Employer ID 200046535, plan number 002. Annual reports on file for 2011 to 2014.
Where the money went
- Filed 2011-2014The Retirement and Disability Union Plan of S. K. Wellman Corp., Carlisle Brake & Friction, Inc.
- 2014Assets transferred to Retirement Plan for Employees of Carlisle LLC
- TodayRetirement Plan for Employees of Carlisle LLC still files. Principal Trust Company keeps the records. That is where to ask.
Records are kept by Principal Trust Company, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2014: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
- 2014: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
People in the plan
"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Separated, still owed | Source |
|---|---|---|---|
| 2011 | 160 | 55 | Filing |
| 2012 | 155 | 55 | Filing |
| 2013 | 154 | 57 | Filing |
| 2014 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.