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  2. Thornburg Investment Management, Incorporated
  • Benefits analytics
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  • Health & Benefits plans

Filings through Oct 24, 2026.

Thornburg Investment Management, Incorporated

EIN 85-0301299-financial services-Latest filing 2025
Plans
2
Retirement
1
$178.8M assets
Health & Benefits
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
#002401(k)-$178.8M - 355 part#502Fully insured-$1.9M - 536 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN

401(k)

Assets$178.8M
Participants355
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

THORNBURG INVESTMENT MANAGEMENT EMPLOYEE BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives536
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN401(k)$178.8M3552025
  • THORNBURG INVESTMENT MANAGEMENT, INCORPORATED 401(K) PLAN$178.8M
    #002 · 401(k) · 2025355

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502THORNBURG INVESTMENT MANAGEMENT EMPLOYEE BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.9M5362025
  • THORNBURG INVESTMENT MANAGEMENT EMPLOYEE BENEFITS PLAN$1.9M
    #502 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025536
Retirement plans
Health & Benefits plans

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