Neuberger Berman Trust Company N.A. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Neuberger Berman Trust Company N.A. (EIN 20-4797982) is a plan sponsor located in New York, NY with 12 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 20-4797982
- Location
- New York, NY
- Loaded plans
- 12
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $3,161,953,806
- Plans with financial data
- 12
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Neuberger Berman Strategic Multi-Sector Fixed Income Trust | 006 | not reported in the loaded dataset | $1,373,699,030 | 2023 |
| Neuberger Berman High Income Trust | 007 | not reported in the loaded dataset | $482,007,843 | 2023 |
| Neuberger Berman Emerging Markets Debt Trust | 011 | not reported in the loaded dataset | $428,099,689 | 2023 |
| Neuberger Berman Core Plus Trust | 004 | not reported in the loaded dataset | $266,725,087 | 2023 |
| Neuberger Berman Small Cap Growth Trust | 013 | not reported in the loaded dataset | $157,151,714 | 2023 |
| Neuberger Berman Large Cap Value Trust | 014 | not reported in the loaded dataset | $144,345,492 | 2023 |
| Neuberger Berman World Ex-Us Trust | 012 | not reported in the loaded dataset | $96,782,185 | 2023 |
| Neuberger Berman Emerging Markets Equity Trust | 005 | not reported in the loaded dataset | $95,190,045 | 2023 |
| Neuberger Berman Core Bond Trust | 015 | not reported in the loaded dataset | $39,610,776 | 2023 |
| Neuberger Berman (Cit) Global Opportunistic Bond Trust | 008 | not reported in the loaded dataset | $31,082,051 | 2023 |
| Neuberger Berman International Select Trust | 010 | not reported in the loaded dataset | $27,757,182 | 2023 |
| Neuberger Berman Sustainable Equity Trust | 009 | not reported in the loaded dataset | $19,502,712 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Neuberger Berman (Cit) Global Opportunistic Bond Trust | not reported in the loaded dataset | H | 20241008220603NAL0036111538001 |
| 2023 | Neuberger Berman Core Bond Trust | not reported in the loaded dataset | H | 20241008220726NAL0029818832001 |
| 2023 | Neuberger Berman Core Plus Trust | not reported in the loaded dataset | H | 20241008221456NAL0036131730001 |
| 2023 | Neuberger Berman Emerging Markets Debt Trust | not reported in the loaded dataset | H | 20241008221741NAL0017467217001 |
| 2023 | Neuberger Berman Emerging Markets Equity Trust | not reported in the loaded dataset | H | 20241008221912NAL0010130739001 |
| 2023 | Neuberger Berman High Income Trust | not reported in the loaded dataset | H | 20241008222207NAL0010132035001 |
| 2023 | Neuberger Berman International Select Trust | not reported in the loaded dataset | H | 20241008222425NAL0029842656001 |
| 2023 | Neuberger Berman Large Cap Value Trust | not reported in the loaded dataset | H | 20241008222541NAL0008788867001 |