Neuberger & Berman — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Neuberger & Berman is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,182,915 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$2,182,915
Reported indirect compensation
$0
Total reported compensation
$2,182,915
Filings
9
Plan sponsors
8
Plans
8
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Neuberger & Berman
SponsorStatePlansReported compensation
Caterpillar Inc.TX1$830,164
Hsbc North America Holdings Inc.IL1$656,624
Wec Energy Group, Inc.WI1$324,589
Henry Crown And Company S LLC D/B/A Cc Industries, Inc.IL1$147,453
Wec Energy Group, Inc.WI1$94,853
Caterpillar Inc.TX1$90,869
National Fuel Gas CompanyNY1$31,600
Bradford White CorporationPA1$6,763

State footprint

Plans reporting Neuberger & Berman are sponsored in IL (2), TX (2), WI (2), NY (1), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Caterpillar Inc.Caterpillar Inc. Master Retirement Trust2023$830,164$0
Hsbc North America Holdings Inc.Hsbc - North America (U.S.) Pension Plan2023$656,624$0
Wec Energy Group, Inc.Wec Energy Group Master Retirement Trust2023$324,589not reported in the loaded dataset
Henry Crown And Company S LLC D/B/A Cc Industries, Inc.Cc Industries And Affiliates Profit Sharing Plan For Salaried Employees2023$147,453not reported in the loaded dataset
Wec Energy Group, Inc.Integrys Energy Group Master Retirement Trust2023$94,853not reported in the loaded dataset
Caterpillar Inc.Caterpillar Inc. Group Insurance Master Trust2023$90,869$0
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$16,538not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$15,062not reported in the loaded dataset
Bradford White CorporationBradford White Corporation Uaw Retirement Income Plan2023$6,763not reported in the loaded dataset

Related Form 5500 pages