# Thornburg Investment Management Health & Welfare Plan
Source: https://planprovider.pro/companies/thornburg-investment-management-850301299-502

> Thornburg Investment Management's Health & Welfare plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thornburg Investment Management

- **Sponsor EIN:** 850301299

- **Sponsor Address:** 2300 NORTH RIDGETOP ROAD, SANTA FE, NM, 87506

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 229

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|229|$0|$0|$0|

| 2024|220|$0|$0|$0|

| 2023|212|$0|$0|$0|

| 2022|213|$0|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CIGNA HEALTH AND LIFE INS CO|Recordkeeper|$40,848|$77,262|$118,110|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $118,110

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Thornburg Investment Management, Incorporated](https://planprovider.pro/companies/thornburg-investment-management-incorporated-plan) — 355 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/thornburg-investment-management-850301299-502)

© 2026 PlanProvider.Pro