401k Plan data: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN plan

CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 401k Plan overview

Plan Name	CARLISLE MEDICAL, INC. 401K SAVINGS PLAN
Plan identification number	001

CARLISLE MEDICAL, INC. 401K SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CARLISLE MEDICAL INC has sponsored the creation of one or more 401k plans.

Company Name: CARLISLE MEDICAL INC

Employer identification number (EIN): 630890498

NAIC Classification: 446110
NAIC Description: Pharmacies and Drug Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARLISLE MEDICAL, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 JEFF CARLISLE 2022-08-19
001 2020-01-01
001 2019-01-01 JEFFERY CARLISLE 2020-10-08
001 2018-01-01
001 2017-01-01 ALLEN MCLEAN
001 2016-01-01 ALLEN MCLEAN
001 2015-01-01 ALLEN MCLEAN
001 2014-01-01 ALLEN MCLEAN
001 2013-01-01 ALLEN MCLEAN
001 2012-01-01 ALLEN MCLEAN 2013-07-02
001 2011-01-01 ALLEN MCLEAN 2012-04-16
001 2010-01-01 ALLEN MCLEAN 2011-06-23
001 2001-01-01 ALLEN MCLEAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	JEFF CARLISLE	2022-08-19
001	2020-01-01
001	2019-01-01	JEFFERY CARLISLE	2020-10-08
001	2018-01-01
001	2017-01-01	ALLEN MCLEAN
001	2016-01-01	ALLEN MCLEAN
001	2015-01-01	ALLEN MCLEAN
001	2014-01-01	ALLEN MCLEAN
001	2013-01-01	ALLEN MCLEAN
001	2012-01-01	ALLEN MCLEAN	2013-07-02
001	2011-01-01	ALLEN MCLEAN	2012-04-16
001	2010-01-01	ALLEN MCLEAN	2011-06-23
001	2001-01-01	ALLEN MCLEAN

Plan Statistics for CARLISLE MEDICAL, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for CARLISLE MEDICAL, INC. 401K SAVINGS PLAN

Measure Date Value
2022: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 23
Total of all active and inactive participants 2022-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 137
Number of participants with account balances 2022-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 133
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 22
Total of all active and inactive participants 2021-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 155
Number of participants with account balances 2021-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 140
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 160
Number of participants with account balances 2019-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 154
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 180
Number of participants with account balances 2018-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 173
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 196
Number of participants with account balances 2017-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 15
2016: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 164
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 179
Number of participants with account balances 2016-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 128
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 147
Number of participants with account balances 2015-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 94
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 108
Number of participants with account balances 2014-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 115
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 129
Number of participants with account balances 2013-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2001: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2001 401k membership
Total participants, beginning-of-year 2001-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2001-01-01 0
Number of retired or separated participants receiving benefits 2001-01-01 0
Number of other retired or separated participants entitled to future benefits 2001-01-01 0
Total of all active and inactive participants 2001-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2001-01-01 0
Total participants 2001-01-01 0
Number of participants with account balances 2001-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2001-01-01 0

Measure	Date	Value
2022: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	23
Total of all active and inactive participants	2022-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	137
Number of participants with account balances	2022-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	133
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	22
Total of all active and inactive participants	2021-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	155
Number of participants with account balances	2021-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	140
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	160
Number of participants with account balances	2019-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	154
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	180
Number of participants with account balances	2018-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	173
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	196
Number of participants with account balances	2017-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	15
2016: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	164
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	179
Number of participants with account balances	2016-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	128
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	147
Number of participants with account balances	2015-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	94
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	108
Number of participants with account balances	2014-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	115
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	129
Number of participants with account balances	2013-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2001: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2001 401k membership
Total participants, beginning-of-year	2001-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2001-01-01	0
Number of retired or separated participants receiving benefits	2001-01-01	0
Number of other retired or separated participants entitled to future benefits	2001-01-01	0
Total of all active and inactive participants	2001-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2001-01-01	0
Total participants	2001-01-01	0
Number of participants with account balances	2001-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2001-01-01	0

Financial Data on CARLISLE MEDICAL, INC. 401K SAVINGS PLAN

Measure	Date	Value
2022 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$10,703
Total income from all sources (including contributions)	2022-12-31	$-147,246
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$381,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$356,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$462,447
Value of total assets at end of year	2022-12-31	$3,188,311
Value of total assets at beginning of year	2022-12-31	$3,726,149
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,083
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$6,583
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$320,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$322,095
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$18
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$72,256
Other income not declared elsewhere	2022-12-31	$10,703
Liabilities. Value of operating payables at end of year	2022-12-31	$2,020
Liabilities. Value of operating payables at beginning of year	2022-12-31	$10,703
Total non interest bearing cash at end of year	2022-12-31	$3,851
Total non interest bearing cash at beginning of year	2022-12-31	$11,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-529,155
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,186,291
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,715,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,172,210
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,704,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$12,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$10,396
Net investment gain/loss from pooled separate accounts	2022-12-31	$-620,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$68,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$356,826
Contract administrator fees	2022-12-31	$18,500
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SMITH, DUKES & BUCKALEW LLP
Accountancy firm EIN	2022-12-31	630191630
2021 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$10,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$12,218
Total income from all sources (including contributions)	2021-12-31	$1,015,288
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$481,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$445,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$553,780
Value of total assets at end of year	2021-12-31	$3,726,149
Value of total assets at beginning of year	2021-12-31	$3,193,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,163
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$16,170
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$270,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$348,957
Participant contributions at end of year	2021-12-31	$18
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$120,590
Liabilities. Value of operating payables at end of year	2021-12-31	$10,703
Liabilities. Value of operating payables at beginning of year	2021-12-31	$5,968
Total non interest bearing cash at end of year	2021-12-31	$11,519
Total non interest bearing cash at beginning of year	2021-12-31	$5,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$533,874
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,715,446
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,181,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,704,216
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,179,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$10,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,731
Net investment gain/loss from pooled separate accounts	2021-12-31	$461,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$84,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$445,251
Contract administrator fees	2021-12-31	$19,993
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$6,250
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SMITH, DUKES & BUCKALEW LLP
Accountancy firm EIN	2021-12-31	630191630
2020 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$12,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$14,360
Total income from all sources (including contributions)	2020-12-31	$850,210
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$305,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$276,099
Value of total corrective distributions	2020-12-31	$6,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$434,596
Value of total assets at end of year	2020-12-31	$3,193,790
Value of total assets at beginning of year	2020-12-31	$2,651,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,361
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$5,194
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$270,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$350,195
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$138
Liabilities. Value of operating payables at end of year	2020-12-31	$5,968
Liabilities. Value of operating payables at beginning of year	2020-12-31	$5,858
Total non interest bearing cash at end of year	2020-12-31	$5,872
Total non interest bearing cash at beginning of year	2020-12-31	$5,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$544,500
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,181,572
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,637,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,179,187
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,637,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,999
Net investment gain/loss from pooled separate accounts	2020-12-31	$415,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$84,401
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$49
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$276,099
Contract administrator fees	2020-12-31	$18,167
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$6,250
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$8,502
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	S. W. CHIEPALICH, PCA PC
Accountancy firm EIN	2020-12-31	631110081
2019 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$14,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$13,246
Total income from all sources (including contributions)	2019-12-31	$921,314
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$606,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$572,118
Value of total corrective distributions	2019-12-31	$8,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$417,330
Value of total assets at end of year	2019-12-31	$2,651,432
Value of total assets at beginning of year	2019-12-31	$2,335,211
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,587
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$6,868
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$270,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$332,089
Participant contributions at end of year	2019-12-31	$138
Participant contributions at beginning of year	2019-12-31	$133
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,676
Liabilities. Value of operating payables at end of year	2019-12-31	$5,858
Liabilities. Value of operating payables at beginning of year	2019-12-31	$4,222
Total non interest bearing cash at end of year	2019-12-31	$5,858
Total non interest bearing cash at beginning of year	2019-12-31	$4,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$315,107
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,637,072
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,321,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,637,388
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,322,889
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$7,268
Net investment gain/loss from pooled separate accounts	2019-12-31	$503,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$81,565
Employer contributions (assets) at end of year	2019-12-31	$49
Employer contributions (assets) at beginning of year	2019-12-31	$699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$572,118
Contract administrator fees	2019-12-31	$18,719
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$8,502
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$9,024
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SMITH, DUKES BUCKELEW
Accountancy firm EIN	2019-12-31	630191630
2018 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$13,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,781
Total income from all sources (including contributions)	2018-12-31	$330,382
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$466,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$434,288
Value of total corrective distributions	2018-12-31	$8,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$517,104
Value of total assets at end of year	2018-12-31	$2,335,211
Value of total assets at beginning of year	2018-12-31	$2,463,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$23,447
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$4,860
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$296,480
Participant contributions at end of year	2018-12-31	$133
Participant contributions at beginning of year	2018-12-31	$10,424
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$147,976
Liabilities. Value of operating payables at end of year	2018-12-31	$4,222
Liabilities. Value of operating payables at beginning of year	2018-12-31	$5,181
Total non interest bearing cash at end of year	2018-12-31	$4,222
Total non interest bearing cash at beginning of year	2018-12-31	$5,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-135,846
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,321,965
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,457,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,322,889
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,436,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$7,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$7,994
Net investment gain/loss from pooled separate accounts	2018-12-31	$-186,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$72,648
Employer contributions (assets) at end of year	2018-12-31	$699
Employer contributions (assets) at beginning of year	2018-12-31	$3,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$434,288
Contract administrator fees	2018-12-31	$18,587
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$9,024
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$600
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SMITH, DUKES & BUCKELEW
Accountancy firm EIN	2018-12-31	631174582
2017 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,349
Total income from all sources (including contributions)	2017-12-31	$708,393
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$129,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$108,149
Value of total corrective distributions	2017-12-31	$600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$382,808
Value of total assets at end of year	2017-12-31	$2,463,592
Value of total assets at beginning of year	2017-12-31	$1,888,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,837
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$4,830
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$271,073
Participant contributions at end of year	2017-12-31	$10,424
Participant contributions at beginning of year	2017-12-31	$233
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,542
Liabilities. Value of operating payables at end of year	2017-12-31	$5,181
Liabilities. Value of operating payables at beginning of year	2017-12-31	$6,024
Total non interest bearing cash at end of year	2017-12-31	$5,276
Total non interest bearing cash at beginning of year	2017-12-31	$6,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$578,807
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,457,811
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,879,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,436,801
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,874,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$7,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,395
Net investment gain/loss from pooled separate accounts	2017-12-31	$325,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$64,193
Employer contributions (assets) at end of year	2017-12-31	$3,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$108,149
Contract administrator fees	2017-12-31	$16,007
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$600
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$3,325
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	S.W. CHIEPALICH, CPA PC
Accountancy firm EIN	2017-12-31	631110081
2016 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,190
Total income from all sources (including contributions)	2016-12-31	$439,626
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$275,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$252,387
Value of total corrective distributions	2016-12-31	$3,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$298,424
Value of total assets at end of year	2016-12-31	$1,888,353
Value of total assets at beginning of year	2016-12-31	$1,719,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,659
Total interest from all sources	2016-12-31	$47
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$6,105
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$242,980
Participant contributions at end of year	2016-12-31	$233
Participant contributions at beginning of year	2016-12-31	$9,205
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$360
Liabilities. Value of operating payables at end of year	2016-12-31	$6,024
Liabilities. Value of operating payables at beginning of year	2016-12-31	$5,190
Total non interest bearing cash at end of year	2016-12-31	$6,137
Total non interest bearing cash at beginning of year	2016-12-31	$5,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$164,255
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,879,004
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,714,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,874,588
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,696,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$141,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$55,084
Employer contributions (assets) at beginning of year	2016-12-31	$2,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$252,387
Contract administrator fees	2016-12-31	$13,554
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$3,325
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	S.W. CHIEPALICH, CPA PC
Accountancy firm EIN	2016-12-31	631110081
2015 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$10,230
Total income from all sources (including contributions)	2015-12-31	$239,175
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$76,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$71,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$284,850
Value of total assets at end of year	2015-12-31	$1,719,939
Value of total assets at beginning of year	2015-12-31	$1,562,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,330
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$5,190
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$228,353
Participant contributions at end of year	2015-12-31	$9,205
Participant contributions at beginning of year	2015-12-31	$133
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$138
Liabilities. Value of operating payables at end of year	2015-12-31	$5,190
Liabilities. Value of operating payables at beginning of year	2015-12-31	$10,230
Total non interest bearing cash at end of year	2015-12-31	$5,461
Total non interest bearing cash at beginning of year	2015-12-31	$9,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$162,194
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,714,749
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,552,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,696,219
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,542,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$6,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-45,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$56,359
Employer contributions (assets) at end of year	2015-12-31	$2,162
Employer contributions (assets) at beginning of year	2015-12-31	$4,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$71,651
Contract administrator fees	2015-12-31	$140
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	S.W. CHIEPALICH CPA, P.C.
Accountancy firm EIN	2015-12-31	631110081
2014 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$10,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$15,455
Total income from all sources (including contributions)	2014-12-31	$374,111
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$205,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$181,601
Value of total corrective distributions	2014-12-31	$2,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$308,337
Value of total assets at end of year	2014-12-31	$1,562,785
Value of total assets at beginning of year	2014-12-31	$1,398,940
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,433
Total interest from all sources	2014-12-31	$33
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$9,323
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$185,515
Participant contributions at end of year	2014-12-31	$133
Participant contributions at beginning of year	2014-12-31	$38
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$73,171
Liabilities. Value of operating payables at end of year	2014-12-31	$10,230
Liabilities. Value of operating payables at beginning of year	2014-12-31	$15,455
Total non interest bearing cash at end of year	2014-12-31	$9,761
Total non interest bearing cash at beginning of year	2014-12-31	$2,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$169,070
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,552,555
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,383,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,542,227
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,389,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$6,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,248
Net investment gain/loss from pooled separate accounts	2014-12-31	$65,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$49,651
Employer contributions (assets) at end of year	2014-12-31	$4,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$181,601
Contract administrator fees	2014-12-31	$12,110
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	S.W. CHIEPALICH CPA, P.C.
Accountancy firm EIN	2014-12-31	631110081
2013 : CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$15,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,694
Total income from all sources (including contributions)	2013-12-31	$442,807
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$324,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$297,501
Value of total corrective distributions	2013-12-31	$12,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$212,962
Value of total assets at end of year	2013-12-31	$1,398,940
Value of total assets at beginning of year	2013-12-31	$1,273,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,565
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$168,880
Participant contributions at end of year	2013-12-31	$38
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$190
Administrative expenses (other) incurred	2013-12-31	$120
Liabilities. Value of operating payables at end of year	2013-12-31	$15,455
Liabilities. Value of operating payables at beginning of year	2013-12-31	$8,694
Total non interest bearing cash at end of year	2013-12-31	$2,817
Total non interest bearing cash at beginning of year	2013-12-31	$3,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$118,438
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,383,485
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,265,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,389,837
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,264,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,869
Net investment gain/loss from pooled separate accounts	2013-12-31	$229,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$43,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$297,501
Contract administrator fees	2013-12-31	$14,445
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SMITH, DUKES & BUCKELEW
Accountancy firm EIN	2013-12-31	630191630

Form 5500 Responses for CARLISLE MEDICAL, INC. 401K SAVINGS PLAN

2022: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2001: CARLISLE MEDICAL, INC. 401K SAVINGS PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	Yes
2001-01-01	This submission is the final filing	Yes
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2001-01-01	Plan funding arrangement – Insurance	Yes
2001-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	109
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $16,534
Total amount of fees paid to insurance company	USD $4,563
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,534
Insurance broker organization code?	4
Amount paid for insurance broker fees	4563
Additional information about fees paid to insurance broker	TPA DIST. FEES AND ANNUAL ADMIN FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	114
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $17,412
Total amount of fees paid to insurance company	USD $11,055
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,412
Insurance broker organization code?	4
Amount paid for insurance broker fees	11055
Additional information about fees paid to insurance broker	TPA DIST. FEES AND ANNUAL ADMIN FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	117
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $12,845
Total amount of fees paid to insurance company	USD $5,180
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $12,845
Insurance broker organization code?	3
Amount paid for insurance broker fees	5180
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	116
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,173
Total amount of fees paid to insurance company	USD $5,231
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $13,173
Insurance broker organization code?	3
Amount paid for insurance broker fees	5231
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	125
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12,993
Total amount of fees paid to insurance company	USD $6,056
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $12,993
Insurance broker organization code?	3
Amount paid for insurance broker fees	6056
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	127
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $10,738
Total amount of fees paid to insurance company	USD $5,673
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $10,738
Insurance broker organization code?	3
Amount paid for insurance broker fees	5673
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	EGPS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	100
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,348
Total amount of fees paid to insurance company	USD $828
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $8,348
Insurance broker organization code?	3
Amount paid for insurance broker fees	828
Additional information about fees paid to insurance broker	TPA DISTRIBUTION FEES
Insurance broker name	ADMINISTRATON PARTNERS

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	85
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $11,636
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $7,529
Insurance broker organization code?	3
Insurance broker name	ADMINISTRATON PARTNERS LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

19118

Policy instance

Insurance contract or identification number	19118
Number of Individuals Covered	79
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,452
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,342
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY SMITH BARNEY

Potentially related plans

CARLISLE MEDICAL, INC. 401K SAVINGS PLAN [EIN = 630830928]

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Company Name:	CARLISLE MEDICAL INC
Employer identification number (EIN):	630890498
NAIC Classification:	446110
NAIC Description:	Pharmacies and Drug Stores