Taylor Morrison, Inc.

Scottsdale, AZ ConstructionNAICS 236110

Self-funded health planPlan year 2025Renews January
3,018Participants+1% vs. prior year
$7.2MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#3 of 14Construction in AZBy participants

Overview

Taylor Morrison, Inc. sponsors a self-funded health plan that covered 3,018 participants in plan year 2025, about the same as the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
3,018 · prior year 3,002
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Taylor Morrison, Inc. Welfare Benefit Plan, plan 503 (3,018 participants)
Broker compensation
$349K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityDeath benefitsOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Delta Dental of ArizonaDental5,955$2.4M—
Life Insurance Company of North AmericaLife, Long-term disability2,941$2.2M$306K
Eyemed Vision Care on Behalf of the Fidelity Security Life Ins. Co.Vision5,037$315K$43K

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$7.2M/ year

Estimated prescription spend: 3,018 participants × $2,371 national average per member. Usually higher once dependents are counted.

$186K–$459K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$54K–$136K
Lower-cost therapeutic alternatives$79K–$166K
Generic pricing vs. actual cost$34K–$103K
PBM contract terms$18K–$54K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Taylor Morrison, Inc.
Sponsor EIN
58-1426890
Plan number
503
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 58-1426890 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Taylor Morrison 401(k) Savings Plan
Type
401(k) plan
Participants
4,483

About this data

Source: Taylor Morrison, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Taylor Morrison, Inc..

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