Thornburg Investment Management Employee Benefits Plan — Form 5500 plan (Thornburg Investment Management)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Thornburg Investment Management Employee Benefits Plan is a benefit plan reported by Thornburg Investment Management under EIN 85-0301299 and plan number 502. The latest loaded filing year is 2023. The filing reports 213 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants213Covered participants reported
Assets / participantNot reported
Provider compensation$116.7K1 Schedule C provider row(s)$116,717
Plan sponsor
Thornburg Investment Management
EIN
85-0301299
Plan number
502
Plan type
2
Location
Santa Fe, NM
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213C20240321164916NAL0002545635001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cigna Health And Life Ins CoCONTRACT ADMINISTRATOR$44,087$72,6302023

Related Form 5500 pages