DFX Intelligence

Taylor Morrison Cash Balance Pension Plan

Corporate pension· Scottsdale, Arizona

Corporate pension, based in Scottsdale, Arizona, reporting $27.9M in assets, for 760 participants.

Composed from this allocator's classification, location and filed figures.

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $27.9M
Funded ratio: 90.2%
Fund commitments: 1
Managers: 1

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (1)Allocation policy Managers

As of 2024-12-31 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, Taylor Morrison Cash Balance Pension Plan total assets $25M -> $28M (+11.3%, 2023-12-31 to 2024-12-31).

Capital path

who backs this record, through what, into what; each name opens its own path

Taylor Morrison Cash Balance Pension Plan

Funds committed to

Agilis Long Credit Fund3 commitments

Managers

Agilis Partners LLC3 commitments

Relationship network

5 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Taylor Morrison Cash Balance Pension Plan

What stands out

Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

What stands out

Reading the network

Sponsor
Fund or vehicle
Service provider
Organization

›How strength and recency are read

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Ask DFX about this network

Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$27.9M

Total assets, Dec 31, 2024 reported

Funded

90.2%

Jan 1, 2024

Private markets target

no policy read

policy Dec 31, 2024

Commitments

1 manager on Schedule C

Plan sponsor: Taylor Morrison, Inc.

Allocation policy

Form 5500, as of Dec 31, 2024

Actual allocation lines without a target (as filed)

Interest-bearing cash 9.6%
Non-interest-bearing cash 0.0%
U.S. Government securities 8.8%
Common/collective trusts 36.6%
Registered investment companies 45.1%

Consultants and advisers

1 firm

Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on the commitment tape

From the plan’s own commitment disclosures

Agilis Partners LLC3 rows, latest Dec 31, 2024

From Schedule C (investment management, code 28)

Agilis Partners LLCplan years

What changed

4 events

Dec 31, 2024Assets changed
Taylor Morrison Cash Balance Pension Plan total assets $25M -> $28M (+11.3%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
Taylor Morrison Cash Balance Pension Plan funded ratio 82.4% -> 90.2% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
Taylor Morrison Cash Balance Pension Plan funded ratio 103.5% -> 82.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Taylor Morrison Cash Balance Pension Plan plan assets $32M -> $23M (-28.0%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

3 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Dec 31, 2024	Agilis Long Credit Fundcollective trust	Agilis Partners LLC	Private credit	$10.2M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2023	Agilis Long Credit Fundcollective trust	Agilis Partners LLC	Private credit	$7.1M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2022	Agilis Long Credit Fundcollective trust	Agilis Partners LLC	Private credit	$7.1M held	Disclosed holding	askebsa.dol.gov

Size and funding

30 readings

Total assets

$27.9M Dec 31, 2024 reported Form 5500

$25.1M (2023-12) · $22.9M (2022-12)

Plan assets

$25.1M Jan 1, 2024 reported Form 5500

$22.9M (2023-01) · $31.8M (2022-01)

Net assets

$27.9M Dec 31, 2024 reported Form 5500

$25.1M (2023-12) · $22.9M (2022-12)

Funded ratio

90.2% Jan 1, 2024 reported Form 5500

82.4% (2023-01) · 103.5% (2022-01)

Funding target

$29.7M Jan 1, 2024 reported Form 5500

$30.6M (2023-01) · $29.3M (2022-01)

Discount rate

5.03% Jan 1, 2024 reported Form 5500

5.16% (2023-01) · 5.37% (2022-01)

Participants

760 Jan 1, 2024 reported Form 5500

778 (2023-01) · 797 (2022-01)

Contributions

$2.8M Dec 31, 2024 reported Form 5500

$668,984 (2023-12) · $0 (2022-12)

Benefits paid

$1.5M Dec 31, 2024 reported Form 5500

$1.6M (2023-12) · $1.4M (2022-12)

Net investment income

$2.8M Dec 31, 2024 reported Form 5500

$2.2M (2023-12) · -$8.9M (2022-12)

Form 5500 filings

3 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2024 to Dec 31, 2024	760	$25.1M	$29.7M	90.2%	$27.9M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	778	$22.9M	$30.6M	82.4%	$25.1M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	797	$31.8M	$29.3M	103.5%	$22.9M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Milliman, Inc. codes 11 13 $186,770 PY2024
River & Mercantile Long Credit Fund Sched. D C $10.2M PY2024
Milliman, Inc. codes 11 PY2024

+6 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 581426890-003

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Record history

4 dated events on the change ledger, latest event first

Total assets changed
2024-12-31source on record
Funded status changed
2024-01-01source on record
Funded status changed
2023-01-01source on record

+1 more change on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.