Carlisle Companies Union Plan

Carlisle, LLC, Scottsdale AZ. Employer ID 230457510, plan number 075. Annual reports on file for 2009 to 2019.

Where the money went

Plans that moved money into this one:

Filed 2009-2019Carlisle Companies Union Plan, Carlisle, LLC
EndedCarlisle Companies Union Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

Records are kept by Wells Fargo Bank, N.A., per the 2014 filing.

The plan ended in plan year 2019. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet, and may be yours. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

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.

2014: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
2019: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2019: The employer adopted a resolution to terminate 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
2009	552	47	Filing
2010	511	49	Filing
2011	489	43	Filing
2012	332	49	Filing
2013	329	33	Filing
2014	28	25	Filing
2015	26	—	Filing
2016	22	—	Filing
2017	24	—	Filing
2018	21	—	Filing
2019	0	—	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.