Form 5500 Search

NB PRIVATE

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
20
Active participants
35,534
Total plan assets
$91.9B
Filings (rows)
22
Direct comp
$8.3M
Indirect comp
$5.9M

SERVICES PROVIDED

Other15
Advisor / Consultant5

Top plans served

Showing top 22 of 20 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
3M COMPANY
3M EMPLOYEE RETIREMENT INCOME PLAN
ST. PAUL, MN
Other
NONE
9,132$14.3B$0
3M COMPANY
3M EMPLOYEE RETIREMENT INCOME PLAN
ST. PAUL, MN
Other
NONE
9,132$14.3B$908K
3M COMPANY
3M EMPLOYEE RETIREMENT INCOME PLAN
ST. PAUL, MN
Other
NONE
10,638$14.0B$957K
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.6B$1.7M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$1.8M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Advisor / Consultant
INVESTMENT MANAGEMENT
0$12.5B$1.4M
AMERICAN AIRLINES, INC. - RETIREMENT
AMERICAN AIRLINES INC., MASTER FIXED BENEFIT PENSION TRUST
FORT WORTH, TX
Other
NONE
0$12.0B$782K
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
INV-MGMT
$9.1B$209K
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
INV-MGMT
$8.8B$328K
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA
TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VICINITY
PENNSAUKEN, NJ
Other
NONE
8,608$2.4B$107K
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$1.8B$44K
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$1.1B$29K
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$1.0B$45K
GEORGIA STEVEDORE ASSOC. INT'L LONGSHOREMEN'S ASSOC.
GEORGIA STEVEDORE ASSOCIATION INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN
SAVANNAH, GA
Advisor / Consultant
INVESTMENT MANAGER
3,044$752.8M$0
GEORGIA STEVEDORE ASSOC INT'L LONGSHOREMEN'S ASSOC
GEORGIA STEVEDORE ASSOCIATION INTERNATIONAL LONGSHOREMEN'S ASSOCIATION PENSION PLAN
SAVANNAH, GA
Advisor / Consultant
INVESTMENT MANAGER
2,804$655.0M$0
DOMINION ENERGY, INC.
DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$266.9M$16K
DOMINION ENERGY, INC.
DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$235.8M$25K
DOMINION ENERGY, INC.
DOMINION ENERGY OHIO UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$153.9M$5K
DOMINION ENERGY, INC.
DOMINION ENERGY OHIO UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$139.0M$8K
PAINTERS DISTRICT COUNCIL NO. 3 PENSION FUND
PAINTERS DISTRICT COUNCIL NO. 3 PENSION FUND
KANSAS CITY, MO
Advisor / Consultant
INVESTMENT MANAGER
654$113.9M$0
PAINTERS DISTRICT COUNCIL NO. 3 PENSION FUND
PAINTERS DISTRICT COUNCIL NO. 3 PENSION FUND
KANSAS CITY, MO
Advisor / Consultant
INVESTMENT MANAGER
654$113.9M$0
DOMINION ENERGY, INC.
DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$0$21K
NB PRIVATE — Form 5500 Service Provider Profile | Form 5500 Search