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Sponsor portfolioWelfare / HealthEIN 85-0301299
THORNBURG INVESTMENT MANAGEMENT
2300 NORTH RIDGETOP ROAD · SANTA FE, NM 87506
5054675120
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
536
No prior year
Total participants
229
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #502$1.9M
THORNBURG INVESTMENT MANAGEMENT EMPLOYEE BENEFITS PLAN
Fully insured536 covered·5 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #505$45K
THORNBURG INVESTMENT MANAGEMENT INC. SHORT TERM DISABILITY PLAN
Fully insured245 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #506$40K
THORNBURG INVESTMENT MANAGEMENT INC. LONG TERM DISABILITY PLAN
Fully insured245 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.4M | 76.8% | |
| Dental | $187K | 10.0% | |
| Life | $102K | 5.4% | |
| Other | $39K | 2.1% | |
| Short-term disability | $39K | 2.1% | |
| Long-term disability | $36K | 1.9% | |
| Vision | $32K | 1.7% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | H | $1.4M | 76.8% | 1 | 1 | 365 |
EIN 231503749 | LSTDLTDOth | $209K | 11.2% | 1 | 4 | 229 |
EIN 850224562 | D | $187K | 10.0% | 1 | 1 | 536 |
EIN 363560825 | V | $32K | 1.7% | 1 | 1 | 185 |
EIN 222762686 | Oth | $6K | 0.3% | 1 | 1 | 225 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | ALBUQUERQUE, NM | CIGNA HEALTH AND LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $8K | $8K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan