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MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 401k Plan overview

Plan NameMERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN
Plan identification number 001

MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERITAGE HOMES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MERITAGE HOMES CORPORATION
Employer identification number (EIN):860611231
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CYNDEE COLMAR CYNDEE COLMAR2018-10-09
0012016-01-01NICK FRAGNITO NICK FRAGNITO2017-09-25
0012015-01-01NICK FRAGNITO NICK FRAGNITO2016-09-20
0012014-01-01NICK FRAGNITO NICK FRAGNITO2015-09-01
0012013-01-01NICHOLAS FRAGNITO
0012012-01-01BARBARA OBRIEN BARBARA OBRIEN2013-08-13
0012011-01-01BARBARA OBRIEN BARBARA OBRIEN2012-09-11
0012010-01-01BARBARA O'BRIEN BARBARA O'BRIEN2011-07-29
0012009-01-01BARBARA O'BRIEN BARBARA O'BRIEN2010-07-23
0012009-01-01BARBARA O'BRIEN BARBARA O'BRIEN2010-07-23

Plan Statistics for MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN

401k plan membership statisitcs for MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN

Measure Date Value
2022: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,493
Total number of active participants reported on line 7a of the Form 55002022-01-012,020
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01722
Total of all active and inactive participants2022-01-012,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-012,752
Number of participants with account balances2022-01-012,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01243
2021: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,205
Total number of active participants reported on line 7a of the Form 55002021-01-011,840
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01645
Total of all active and inactive participants2021-01-012,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-012,493
Number of participants with account balances2021-01-012,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01196
2020: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,121
Total number of active participants reported on line 7a of the Form 55002020-01-011,627
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01567
Total of all active and inactive participants2020-01-012,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,205
Number of participants with account balances2020-01-012,121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,146
Total number of active participants reported on line 7a of the Form 55002019-01-011,616
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01502
Total of all active and inactive participants2019-01-012,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-012,121
Number of participants with account balances2019-01-012,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01299
2018: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,077
Total number of active participants reported on line 7a of the Form 55002018-01-011,751
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01395
Total of all active and inactive participants2018-01-012,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,146
Number of participants with account balances2018-01-012,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01276
2017: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,898
Total number of active participants reported on line 7a of the Form 55002017-01-011,732
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01344
Total of all active and inactive participants2017-01-012,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,077
Number of participants with account balances2017-01-011,995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01256
2016: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,732
Total number of active participants reported on line 7a of the Form 55002016-01-011,616
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01282
Total of all active and inactive participants2016-01-011,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,898
Number of participants with account balances2016-01-011,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01248
2015: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,634
Total number of active participants reported on line 7a of the Form 55002015-01-011,471
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01260
Total of all active and inactive participants2015-01-011,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,732
Number of participants with account balances2015-01-011,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01243
2014: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,277
Total number of active participants reported on line 7a of the Form 55002014-01-011,412
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01221
Total of all active and inactive participants2014-01-011,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,634
Number of participants with account balances2014-01-011,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01187
2013: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,021
Total number of active participants reported on line 7a of the Form 55002013-01-011,095
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01181
Total of all active and inactive participants2013-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,277
Number of participants with account balances2013-01-011,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01124
2012: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01869
Total number of active participants reported on line 7a of the Form 55002012-01-01852
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01168
Total of all active and inactive participants2012-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,021
Number of participants with account balances2012-01-01951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01210
2011: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01888
Total number of active participants reported on line 7a of the Form 55002011-01-01699
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01169
Total of all active and inactive participants2011-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01869
Number of participants with account balances2011-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01233
2010: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,003
Total number of active participants reported on line 7a of the Form 55002010-01-01688
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01200
Total of all active and inactive participants2010-01-01888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01888
Number of participants with account balances2010-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01408
2009: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,329
Total number of active participants reported on line 7a of the Form 55002009-01-01682
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01321
Total of all active and inactive participants2009-01-011,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,003
Number of participants with account balances2009-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01110

Financial Data on MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN

Measure Date Value
2022 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,090,482
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,269,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,091,863
Expenses. Certain deemed distributions of participant loans2022-12-31$5,355
Value of total corrective distributions2022-12-31$7,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$24,812,363
Value of total assets at end of year2022-12-31$143,146,054
Value of total assets at beginning of year2022-12-31$159,506,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$164,994
Total interest from all sources2022-12-31$81,179
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,483,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,483,977
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,306,290
Participant contributions at end of year2022-12-31$1,875,191
Participant contributions at beginning of year2022-12-31$1,723,104
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,220,852
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$26,386
Administrative expenses (other) incurred2022-12-31$164,994
Total non interest bearing cash at end of year2022-12-31$936
Total non interest bearing cash at beginning of year2022-12-31$889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-16,360,458
Value of net assets at end of year (total assets less liabilities)2022-12-31$143,146,054
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$159,506,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$120,848,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$146,677,891
Interest on participant loans2022-12-31$81,140
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$20,421,485
Value of interest in common/collective trusts at beginning of year2022-12-31$11,104,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$72
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$72
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$39
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,191,487
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-302,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$6,285,221
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,091,863
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2022-12-31431947695
2021 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$44,701,864
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,382,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,236,589
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$2,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,671,915
Value of total assets at end of year2021-12-31$159,506,512
Value of total assets at beginning of year2021-12-31$131,187,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$143,323
Total interest from all sources2021-12-31$80,744
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,669,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,669,324
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,172,357
Participant contributions at end of year2021-12-31$1,723,104
Participant contributions at beginning of year2021-12-31$1,560,641
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,176,911
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$18,791
Administrative expenses (other) incurred2021-12-31$143,323
Total non interest bearing cash at end of year2021-12-31$889
Total non interest bearing cash at beginning of year2021-12-31$681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$28,319,376
Value of net assets at end of year (total assets less liabilities)2021-12-31$159,506,512
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,187,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$146,677,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$116,894,729
Interest on participant loans2021-12-31$80,742
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$11,104,556
Value of interest in common/collective trusts at beginning of year2021-12-31$12,729,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$72
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,107,556
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$153,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$5,322,647
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,236,589
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN, P.C.
Accountancy firm EIN2021-12-31431947695
2020 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$36,043,475
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,858,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,730,985
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$4,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,549,782
Value of total assets at end of year2020-12-31$131,187,136
Value of total assets at beginning of year2020-12-31$107,002,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$122,996
Total interest from all sources2020-12-31$94,610
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,016,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,016,066
Assets. Real estate other than employer real property at end of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$13,111,579
Participant contributions at end of year2020-12-31$1,560,641
Participant contributions at beginning of year2020-12-31$1,623,948
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$717,784
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-19,997
Administrative expenses (other) incurred2020-12-31$100,858
Total non interest bearing cash at end of year2020-12-31$681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$24,184,681
Value of net assets at end of year (total assets less liabilities)2020-12-31$131,187,136
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$107,002,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$116,894,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$95,249,819
Interest on participant loans2020-12-31$94,540
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$12,729,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$70
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,128,688
Asset value of US Government securities at end of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,351,144
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$51,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Contributions received in cash from employer2020-12-31$4,720,419
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,730,985
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Contract administrator fees2020-12-31$22,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN, P. C.
Accountancy firm EIN2020-12-31431947695
2019 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$35,618,762
Total income from all sources (including contributions)2019-12-31$35,618,762
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,129,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,046,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,046,431
Expenses. Certain deemed distributions of participant loans2019-12-31$1,685
Expenses. Certain deemed distributions of participant loans2019-12-31$1,685
Value of total corrective distributions2019-12-31$1,973
Value of total corrective distributions2019-12-31$1,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,869,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,869,052
Value of total assets at end of year2019-12-31$107,002,455
Value of total assets at end of year2019-12-31$107,002,455
Value of total assets at beginning of year2019-12-31$83,513,265
Value of total assets at beginning of year2019-12-31$83,513,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,483
Total interest from all sources2019-12-31$442,152
Total interest from all sources2019-12-31$442,152
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,857,280
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,857,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,857,280
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,857,280
Administrative expenses professional fees incurred2019-12-31$4,646
Administrative expenses professional fees incurred2019-12-31$4,646
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,594,597
Contributions received from participants2019-12-31$11,594,597
Participant contributions at end of year2019-12-31$1,623,948
Participant contributions at beginning of year2019-12-31$1,590,500
Participant contributions at beginning of year2019-12-31$1,590,500
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,404,226
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,404,226
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$135
Administrative expenses (other) incurred2019-12-31$135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$23,489,190
Value of net income/loss2019-12-31$23,489,190
Value of net assets at end of year (total assets less liabilities)2019-12-31$107,002,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$107,002,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,513,265
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,513,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$35,867
Investment advisory and management fees2019-12-31$35,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,249,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,249,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$74,218,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$74,218,073
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$89,885
Interest on participant loans2019-12-31$89,885
Interest earned on other investments2019-12-31$352,267
Interest earned on other investments2019-12-31$352,267
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,128,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,128,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,704,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,704,692
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,450,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,450,278
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$3,870,229
Contributions received in cash from employer2019-12-31$3,870,229
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,046,431
Contract administrator fees2019-12-31$38,835
Contract administrator fees2019-12-31$38,835
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MUKAI GREENLEE & COMPANY PC
Accountancy firm name2019-12-31MUKAI GREENLEE & COMPANY PC
Accountancy firm EIN2019-12-31860695371
Accountancy firm EIN2019-12-31860695371
2018 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$12,933,751
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,845,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,782,865
Expenses. Certain deemed distributions of participant loans2018-12-31$12,242
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,823,884
Value of total assets at end of year2018-12-31$83,513,265
Value of total assets at beginning of year2018-12-31$79,424,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,376
Total interest from all sources2018-12-31$258,547
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,765,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,765,282
Administrative expenses professional fees incurred2018-12-31$17,100
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,253,493
Participant contributions at end of year2018-12-31$1,590,500
Participant contributions at beginning of year2018-12-31$1,405,759
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,501,386
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$4,088,268
Value of net assets at end of year (total assets less liabilities)2018-12-31$83,513,265
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$79,424,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$74,218,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$72,157,822
Interest on participant loans2018-12-31$74,900
Interest earned on other investments2018-12-31$183,647
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,704,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,861,416
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,913,961
Net investment gain or loss from common/collective trusts2018-12-31$-1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,069,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,782,865
Contract administrator fees2018-12-31$33,126
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MUKAI GREENLEE AND COMPANY PC
Accountancy firm EIN2018-12-31860695371
2017 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$24,572,755
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,580,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,523,639
Expenses. Certain deemed distributions of participant loans2017-12-31$26,448
Value of total corrective distributions2017-12-31$707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,767,676
Value of total assets at end of year2017-12-31$79,424,997
Value of total assets at beginning of year2017-12-31$61,433,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,147
Total interest from all sources2017-12-31$144,573
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,356,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,356,886
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,002,594
Participant contributions at end of year2017-12-31$1,405,759
Participant contributions at beginning of year2017-12-31$1,248,306
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,354,530
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,991,814
Value of net assets at end of year (total assets less liabilities)2017-12-31$79,424,997
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$61,433,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$72,157,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,194,860
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$63,126
Interest earned on other investments2017-12-31$81,447
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$4,990,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,861,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,272,141
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$31,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$2,410,552
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,523,639
Contract administrator fees2017-12-31$28,905
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MUKAI GREENLEE & COMPANY PC
Accountancy firm EIN2017-12-31860695371
2016 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$16,787,729
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,982,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,954,769
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,456,391
Value of total assets at end of year2016-12-31$61,433,183
Value of total assets at beginning of year2016-12-31$51,627,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,717
Total interest from all sources2016-12-31$45,435
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,999,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,999,498
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,377,258
Participant contributions at end of year2016-12-31$1,248,306
Participant contributions at beginning of year2016-12-31$965,746
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$784,669
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,805,243
Value of net assets at end of year (total assets less liabilities)2016-12-31$61,433,183
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,627,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,194,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,022,499
Interest on participant loans2016-12-31$45,435
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,990,017
Value of interest in common/collective trusts at beginning of year2016-12-31$3,639,695
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,227,237
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$59,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,294,464
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,954,769
Contract administrator fees2016-12-31$27,642
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MUKAI GREENLEE & COMPANY PC
Accountancy firm EIN2016-12-31860695371
2015 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,244,845
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,768,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,742,687
Expenses. Certain deemed distributions of participant loans2015-12-31$2,032
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,617,881
Value of total assets at end of year2015-12-31$51,627,940
Value of total assets at beginning of year2015-12-31$46,151,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,842
Total interest from all sources2015-12-31$34,494
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,964,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,964,750
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,176,751
Participant contributions at end of year2015-12-31$965,746
Participant contributions at beginning of year2015-12-31$661,387
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$501,055
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,476,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,627,940
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$46,151,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,022,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,034,382
Interest on participant loans2015-12-31$34,494
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$3,639,695
Value of interest in common/collective trusts at beginning of year2015-12-31$3,455,887
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,409,566
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$37,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,940,075
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,742,687
Contract administrator fees2015-12-31$23,418
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MUKAI GREENLEE & COMPANY PC
Accountancy firm EIN2015-12-31860695371
2014 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,175,106
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,160,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,132,022
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,364,429
Value of total assets at end of year2014-12-31$46,151,656
Value of total assets at beginning of year2014-12-31$37,136,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,646
Total interest from all sources2014-12-31$28,162
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,051,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,051,973
Administrative expenses professional fees incurred2014-12-31$7,035
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,798,734
Participant contributions at end of year2014-12-31$661,387
Participant contributions at beginning of year2014-12-31$618,777
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$782,452
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,015,063
Value of net assets at end of year (total assets less liabilities)2014-12-31$46,151,656
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,136,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,034,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,904,309
Interest on participant loans2014-12-31$28,162
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$3,455,887
Value of interest in common/collective trusts at beginning of year2014-12-31$2,613,507
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-298,607
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$29,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,783,243
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,132,022
Contract administrator fees2014-12-31$19,560
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MUKAI, GREENLEE & COMPANY, P.C.
Accountancy firm EIN2014-12-31860695371
2013 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,174,236
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,789,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,754,889
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$5,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,521,396
Value of total assets at end of year2013-12-31$37,136,593
Value of total assets at beginning of year2013-12-31$26,751,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,798
Total interest from all sources2013-12-31$21,770
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,481,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,481,073
Administrative expenses professional fees incurred2013-12-31$14,524
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,909,739
Participant contributions at end of year2013-12-31$618,777
Participant contributions at beginning of year2013-12-31$432,516
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,430,217
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,385,005
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,136,593
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,751,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,904,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,558,630
Interest on participant loans2013-12-31$21,770
Interest earned on other investments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$2,613,507
Value of interest in common/collective trusts at beginning of year2013-12-31$2,760,442
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,118,799
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$31,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,181,440
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,754,889
Contract administrator fees2013-12-31$13,679
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MUKAI GREENLEE
Accountancy firm EIN2013-12-31860695371
2012 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,733,286
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,499,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,395,460
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$71,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,056,151
Value of total assets at end of year2012-12-31$26,751,588
Value of total assets at beginning of year2012-12-31$22,517,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,825
Total interest from all sources2012-12-31$19,823
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$885,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$885,826
Administrative expenses professional fees incurred2012-12-31$15,437
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,669,659
Participant contributions at end of year2012-12-31$432,516
Participant contributions at beginning of year2012-12-31$467,313
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$474,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$3,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,233,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,751,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,517,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,558,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,386,793
Interest on participant loans2012-12-31$19,823
Interest earned on other investments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$2,760,442
Value of interest in common/collective trusts at beginning of year2012-12-31$3,663,806
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,728,061
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$43,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$911,495
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,395,460
Contract administrator fees2012-12-31$14,231
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MUKAI GREENLEE
Accountancy firm EIN2012-12-31860695371
2011 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-65,602
Total unrealized appreciation/depreciation of assets2011-12-31$-65,602
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,099,561
Total loss/gain on sale of assets2011-12-31$-41,580
Total of all expenses incurred2011-12-31$4,188,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,012,239
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$160,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,612,791
Value of total assets at end of year2011-12-31$22,517,912
Value of total assets at beginning of year2011-12-31$23,606,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,183
Total interest from all sources2011-12-31$18,351
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,764,924
Participant contributions at end of year2011-12-31$467,313
Participant contributions at beginning of year2011-12-31$420,443
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$379,406
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$67
Administrative expenses (other) incurred2011-12-31$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,089,080
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,517,912
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,606,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,386,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,745,956
Interest on participant loans2011-12-31$18,316
Interest earned on other investments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$3,663,806
Value of interest in common/collective trusts at beginning of year2011-12-31$3,894,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$38,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$38,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$35
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-489,377
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$64,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$507,603
Contributions received in cash from employer2011-12-31$468,461
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,012,239
Contract administrator fees2011-12-31$15,903
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$400,400
Aggregate carrying amount (costs) on sale of assets2011-12-31$441,980
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MUKAI GREENLEE
Accountancy firm EIN2011-12-31860695371
2010 : MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$65,622
Total unrealized appreciation/depreciation of assets2010-12-31$65,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,164,047
Total loss/gain on sale of assets2010-12-31$6,257
Total of all expenses incurred2010-12-31$5,188,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,168,543
Expenses. Certain deemed distributions of participant loans2010-12-31$4,821
Value of total corrective distributions2010-12-31$55
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,500,138
Value of total assets at end of year2010-12-31$23,606,992
Value of total assets at beginning of year2010-12-31$22,631,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,796
Total interest from all sources2010-12-31$23,824
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$444,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$444,279
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,283,877
Participant contributions at end of year2010-12-31$420,443
Participant contributions at beginning of year2010-12-31$526,852
Participant contributions at beginning of year2010-12-31$89,746
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$878,807
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$67
Other income not declared elsewhere2010-12-31$74,079
Administrative expenses (other) incurred2010-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$975,832
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,606,992
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,631,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,745,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,546,927
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$23,756
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$3,894,255
Value of interest in common/collective trusts at beginning of year2010-12-31$3,760,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$38,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$68
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,956,479
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$93,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$507,603
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$337,454
Employer contributions (assets) at beginning of year2010-12-31$19,426
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,168,543
Contract administrator fees2010-12-31$14,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$687,373
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$209,222
Aggregate carrying amount (costs) on sale of assets2010-12-31$202,965
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MUKAI GREENLEE
Accountancy firm EIN2010-12-31860695371

Form 5500 Responses for MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN

2022: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERITAGE HOMES CORPORATION 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60397 - 1
Policy instance 1
Insurance contract or identification numberMR 60397 - 1
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-10-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60397
Policy instance 1
Insurance contract or identification numberMR 60397
Number of Individuals Covered2121
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60397
Policy instance 1
Insurance contract or identification numberMR 60397
Number of Individuals Covered2146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60397
Policy instance 1
Insurance contract or identification numberMR 60397
Number of Individuals Covered2077
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60397
Policy instance 1
Insurance contract or identification numberMR 60397
Number of Individuals Covered888
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $34,309
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,725
Insurance broker organization code?3
Insurance broker nameJAMES K MCANDREWS

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