Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TOLL BROS., INC.
EIN 23-2417123constructionLatest filing 2024
Plans
3
Retirement
2
$728.8M assets
Welfare
1
$8.4M premiums
Participants
11,391
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $728.8M assets / 6,887 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- PRUDENTIAL RETIREMENT INSURANCE AND100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.4M premiums / 4,312 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$3.2M
- Life$1.7M
- Vision$1.3M
- Health$866K
- Prescription drug$866K
- Long-term disability$852K
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
42%top
- AETNA LIFE INSURANCE COMPANY42%
- RELIANCE STANDARD LIFE INSURANCE COMPANY42%
- ANTHEM LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
97%top
- MARSH & MCLENNAN AGENCY LLC97%
- CHOICE FINANCIAL GROUP LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOLL BROTHERS 401K SAVINGS PLAN
401k
Assets$727.8M
Participants6,814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TOLL MANUFACTURING 401K SAVINGS PLAN
401k
Assets$1.0M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
TOLL BROTHERS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$8.4M
Covered lives4,312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOLL BROTHERS 401K SAVINGS PLAN | 401k | $727.8M | 6,814 | 2024 | |
| 003 | TOLL MANUFACTURING 401K SAVINGS PLAN | 401k | $1.0M | 73 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | TOLL BROTHERS, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $8.4M | 4,312 | 2024 |
Retirement plans
Welfare plans