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  2. TAYLOR MORRISON, INC.
Sponsor portfolioTH

TAYLOR MORRISON, INC.

EIN 58-1426890-real estate-Latest filing 2025
Plans
3
Retirement
2
$464.7M assets
Welfare
1
$4.9M premiums
Participants
7,869
4900 N. SCOTTSDALE RD. SUITE 2000 - SCOTTSDALE, AZ 85251480-840-8100taylormorrison.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
3 filings
#001401k-$437.7M - 4,196 part#003CashBalance-$27.0M - 714 part#503Mixed-$4.9M - 5,955 lives

Retirement portfolio analytics

2 plans aggregated / $464.7M assets / 4,910 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • MORRISON 401(K) Savings (#001)94%
  • CASH BALANCE PENSION (#003)6%
Total $464.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORRISON 401(K) Savings (#001)4,196
  • CASH BALANCE PENSION (#003)714
Total 4,910Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 5,955 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.4M
  • Life$2.2M
  • Long-term disability$2.2M
  • Other$2.2M
  • Vision$315K
Total $4.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA44%
  • EYEMED VISION CARE6%
Total $4.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $349K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TAYLOR MORRISON 401(K) SAVINGS PLAN

401k

Assets$437.7M
Participants4,196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TAYLOR MORRISON CASH BALANCE PENSION PLAN

CashBalance

Assets$27.0M
Participants714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TAYLOR MORRISON, INC WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF ARIZONA

Premiums$4.9M
Covered lives5,955
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TAYLOR MORRISON 401(K) SAVINGS PLAN401k$437.7M4,1962025
003TAYLOR MORRISON CASH BALANCE PENSION PLANCashBalance$27.0M7142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TAYLOR MORRISON, INC WELFARE BENEFIT PLANMixedDELTA DENTAL OF ARIZONA$4.9M5,9552025
Retirement plans
Welfare plans
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