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Companies

companyTaylor Morrison, Inc.
$345.6Mreported plan assets
EIN: 58-1426890Location: AZPlans: 3Participants: 8,441Latest: 2023
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Plans

planTaylor Morrison 401(K) Savings PlanFinancial statementProvider compensation2023 filing
$320.5Mreported assets (EOY)
Sponsor: Taylor Morrison, Inc.EIN: 58-1426890Plan: 001Participants: 4,680Assets: $320,539,697Net assets: $320.5MAssets / participant: $68.5KLocation: Scottsdale, AZLatest: 2023
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planTaylor Morrison Cash Balance Pension PlanFinancial statementProvider compensation2023 filing
$25.1Mreported assets (EOY)
Sponsor: Taylor Morrison, Inc.EIN: 58-1426890Plan: 003Participants: 778Assets: $25,090,547Net assets: $25.1MAssets / participant: $32.3KLocation: Scottsdale, AZLatest: 2023
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planTaylor Morrison, Inc Welfare Benefit Plan2023 filing
Sponsor: Taylor Morrison, Inc.EIN: 58-1426890Plan: 503Participants: 2,983Assets: not reported in the loaded datasetLocation: Scottsdale, AZLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Taylor Morrison 401(K) Savings Plan
Sponsor: Taylor Morrison, Inc.EIN: 58-1426890Plan: 001Ack ID: 20240926141336NAL0000482163001
filing2023 Form 5500 — Taylor Morrison Cash Balance Pension Plan
Sponsor: Taylor Morrison, Inc.EIN: 58-1426890Plan: 003Ack ID: 20240925093047NAL0005347875001
filing2023 Form 5500 — Taylor Morrison, Inc Welfare Benefit Plan
Sponsor: Taylor Morrison, Inc.EIN: 58-1426890Plan: 503Ack ID: 20240927171427NAL0002438449001