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Sponsor portfolioTH

MERITAGE HOMES CORPORATION

EIN 86-0611231-construction-Latest filing 2024
Plans
2
Retirement
1
$209.8M assets
Welfare
1
$2.4M premiums
Participants
4,683
18655 NORTH CLARET DRIVE, SUITE 400 - SCOTTSDALE, AZ 85255480-515-8100meritagehomes.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$209.8M - 2,641 part#501Mixed-$2.4M - 1,965 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,965 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$1.6M
  • Short-term disability$1.6M
  • Long-term disability$1.6M
  • Vision$237K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA67%
  • UNITEDHEALTHCARE INSURANCE COMPANY15%
  • VISION SERVICE PLAN10%
  • MODERN HEALTH8%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • PREMIER CONSULTING PARTNERS LLC55%
  • ALLIANT INSURANCE SERVICES, INC.26%
  • AMWINS13%
  • STEALTH PARTNER GROUP LLC5%
Total $426K4 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

MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN

401k

Assets$209.8M
Participants2,641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERITAGE HOMES CORPORATION WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.4M
Covered lives1,965
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN401k$209.8M2,6412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERITAGE HOMES CORPORATION WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.4M1,9652024
Retirement plans
Welfare plans
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