Neuberger Berman Trust Company N.A. (EIN 20-4797982) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 12 filings report $3.4B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Neuberger Berman Strategic Multi-Sector Fixed Income Trust | 006 | 0 | $1.5B |
| Neuberger Berman High Income Trust | 007 | 0 | $524.8M |
| Neuberger Berman Emerging Markets DEBT Trust | 011 | 0 | $409.4M |
| Neuberger Berman Core Plus Trust | 004 | 0 | $268.2M |
| Neuberger Berman Small Cap Growth Trust |
20-4797982 is the Employer Identification Number (EIN) Neuberger Berman Trust Company N.A. reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 013 |
| 0 |
| $245.2M |
| Neuberger Berman Large Cap Value Trust | 014 | 0 | $155.2M |
| Neuberger Berman World EX-US Trust | 012 | 0 | $111.5M |
| Neuberger Berman Emerging Markets Equity Trust | 005 | 0 | $102.7M |
| Neuberger Berman Core Bond Trust | 015 | 0 | $52.5M |
| Neuberger Berman (CIT) Global Opportunistic Bond Trust | 008 | 0 | $30.6M |
| Neuberger Berman International Select Trust | 010 | 0 | $28.7M |
| Neuberger Berman Sustainable Equity Trust | 009 | 0 | $19.5M |
