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  1. Companies/
  2. Morley Builders, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Morley Builders, Inc.

EIN 95-3920697-construction-Latest filing 2025
Plans
3
Retirement
2
$110.8M assets
Health & Benefits
1
$3.0M premiums
Participants
571
3330 OCEAN PARK BLVD - SANTA MONICA, CA 904053240310-399-1600morleybuilders.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#108ESOP-$71.6M - 207 part#002401(k)-$39.3M - 205 part#502Fully insured-$3.0M - 279 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $110.8M assets / 412 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#108)$71.6M
  • BUILDERS EMPLOYEE Savings (#002)$39.3M
Total $110.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#108)207
  • BUILDERS EMPLOYEE Savings (#002)205
Total 412Select a row to open it

Benefits portfolio analytics

1 plan / $3.0M premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Vision$2.8M
  • Prescription drug$2.8M
  • Other$219K
  • Life$215K
  • +2 more
Total $3.0M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#108

MORLEY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$71.6M
Participants207
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MORLEY BUILDERS EMPLOYEE SAVINGS PLAN

401(k)

Assets$39.3M
Participants205
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MORLEY BUILDERS EMPLOYEE BENEFIT PLAN

Fully insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$3.0M
Covered lives279
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#108MORLEY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$71.6M2072025
#002MORLEY BUILDERS EMPLOYEE SAVINGS PLAN401(k)$39.3M2052025
  • MORLEY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$71.6M
    #108 · ESOP · 2025207
  • MORLEY BUILDERS EMPLOYEE SAVINGS PLAN$39.3M
    #002 · 401(k) · 2025205

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MORLEY BUILDERS EMPLOYEE BENEFIT PLANFully insuredCALIFORNIA PHYSICIANS SERVICE$3.0M2792025
  • MORLEY BUILDERS EMPLOYEE BENEFIT PLAN$3.0M
    #502 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025279
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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