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THORNBURG INVESTMENT MANAGEMENT, INCORPORATED

EIN 85-0301299-financial services-Latest filing 2025
Plans
2
Retirement
1
$178.8M assets
Welfare
1
$1.9M premiums
Participants
584
2300 NORTH RIDGETOP ROAD - SANTA FE, NM 87506505-984-0200thornburg.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$178.8M - 355 part#502Fully Insured-$1.9M - 536 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$187K
  • Life$102K
  • Other$39K
  • Short-term disability$39K
  • Long-term disability$36K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY77%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA11%
  • DELTA DENTAL OF CALIFORNIA10%
  • VISION SERVICE PLAN2%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN

401k

Assets$178.8M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THORNBURG INVESTMENT MANAGEMENT EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN401k$178.8M3552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THORNBURG INVESTMENT MANAGEMENT EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.9M5362025
Retirement plans
Welfare plans
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