Plan5500

Taylor Morrison Cash Balance Pension Plan — Form 5500 plan (Taylor Morrison, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Taylor Morrison Cash Balance Pension Plan is a benefit plan reported by Taylor Morrison, Inc. under EIN 58-1426890 and plan number 003. The latest loaded filing year is 2023. The filing reports 778 participants and $25,090,547 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.1MPlan net assets, end of year$25,090,547
Participants778Covered participants reported
Assets / participant$32.3KComputed: assets ÷ participants$32,250 (computed)
Provider compensation$141.7K1 Schedule C provider row(s)$141,702
Plan sponsor
Taylor Morrison, Inc.
EIN
58-1426890
Plan number
003
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    778 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.1M total assets
Net assets$25.1MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$669K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$25,090,547
Total liabilities (EOY)
$0
Net assets (EOY)
$25,090,547
Net assets (BOY)
$22,912,931

Income & contributions

Employer contributions
$668,984
Total contributions
$668,984
Total income / additions
$3,923,428

Expenses & distributions

Benefits paid
$1,604,110
Administrative expenses
$141,702
Total expenses
$1,745,812
Net increase / (decrease)
$2,177,616
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Milliman, Inc.$141.7K
    NONE · Direct $141.7K

Related Form 5500 pages