Form 5500 · Employee benefit plan · SANTA FE, NM
THORNBURG INVESTMENT MANAGEMENT
THORNBURG INVESTMENT MANAGEMENT's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is HUB INTERNATIONAL MIDWEST LIMITED. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-0301299 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 229 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 229 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 229 | December | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 226 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health | 365 | December | $0 |
| DELTA DENTAL OF NEW MEXICO | Dental | 536 | December | $0 |
| VISION SERVICE PLAN | Vision | 185 | December | $0 |
| EMPLOYEE ASSISTANCE GROUP | — | 225 | December | $0 |
Questions
Who is THORNBURG INVESTMENT MANAGEMENT's benefits broker?
Per its most recent Form 5500 Schedule A, THORNBURG INVESTMENT MANAGEMENT's broker of record is HUB INTERNATIONAL MIDWEST LIMITED.
What insurance carrier does THORNBURG INVESTMENT MANAGEMENT use?
THORNBURG INVESTMENT MANAGEMENT's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 8 disclosed carriers.
When does THORNBURG INVESTMENT MANAGEMENT's group plan renew?
The most recent Schedule A policy period for THORNBURG INVESTMENT MANAGEMENT ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THORNBURG INVESTMENT MANAGEMENT's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.