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  2. TAYLOR MORRISON, INC.
Sponsor portfolioTH

TAYLOR MORRISON, INC.

EIN 58-1426890-real estate-Latest filing 2024
Plans
3
Retirement
2
$398.4M assets
Welfare
1
$5.0M premiums
Participants
8,243
4900 N. SCOTTSDALE RD. SUITE 2000 - SCOTTSDALE, AZ 85251480-840-8100taylormorrison.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
3 filings
#001401k-$370.5M - 4,483 part#003CashBalance-$27.9M - 742 part#503Mixed-$5.0M - 5,955 lives

Retirement portfolio analytics

2 plans aggregated / $398.4M assets / 5,225 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • MORRISON 401(K) Savings (#001)93%
  • CASH BALANCE PENSION (#003)7%
Total $398.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORRISON 401(K) Savings (#001)4,483
  • CASH BALANCE PENSION (#003)742
Total 5,225Click row to drill in

Benefits portfolio analytics

1 plan / $5.0M premiums / 5,955 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.3M
  • Long-term disability$2.3M
  • Other$2.3M
  • Dental$2.3M
  • Vision$371K
Total $5.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA46%
  • DELTA DENTAL OF CALIFORNIA46%
  • EYEMED VISION CARE7%
Total $5.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN AND BROWN OF FLORIDA, INC.100%
  • IMG0%
Total $317K2 slices

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$370.5M
Participants4,483
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$27.9M
Participants742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TAYLOR MORRISON, INC WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$5.0M
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$370.5M4,4832024
003TAYLOR MORRISON CASH BALANCE PENSION PLANCashBalance$27.9M7422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TAYLOR MORRISON, INC WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$5.0M5,9552024
Retirement plans
Welfare plans
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