Plan Ledger DOL Form 5500 · updated monthly

Thornburg Investment Managementbenefits

Thornburg Investment Management Employee Benefits Plan · SANTA FE, NM · plan year 2025

Broker compensation reported · 2025
$7,769

Thornburg Investment Management's benefits plans covered 229 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $187,029. Insurance brokers and agents were paid $7,769 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 4.2% of premiums. That is $34 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 15% from $9,095 in 2024.

Insurance contracts · 20258
DELTA DENTAL OF NEW MEXICO · dental$187K · 536 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 229 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 229 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 229 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 226 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 365 covered
VISION SERVICE PLAN · visionpremiums n/a · 185 covered
EMPLOYEE ASSISTANCE GROUPpremiums n/a · 225 covered
Brokers & agents paid · 20252
HUB INTERNATIONAL INS SVCS INC$3,672 · incl $3,672 fees
HUB INTERNATIONAL MIDWEST LIMITED$4,097 · incl $4,097 fees
Also brokered by HUB International5
Rfe/Rl, Inc. DC$1,044,707

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 850301299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.