Form 5500 Search

NEUBERGER & BERMAN

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
9,708
Total plan assets
$50.9B
Filings (rows)
20
Direct comp
$4.8M
Indirect comp
$0

SERVICES PROVIDED

Other17
Advisor / Consultant3

Top plans served

All 20 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.8B$830K
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.5B$1.0M
CATERPILLAR INC.
CATERPILLAR INC. MASTER RETIREMENT TRUST
IRVING, TX
Other
NONE
$12.0B$774K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.5B$334K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.5B$325K
WEC ENERGY GROUP, INC.
WEC ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.4B$325K
WEC ENERGY GROUP, INC.
INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.4B$95K
WEC ENERGY GROUP, INC.
INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.4B$110K
WEC ENERGY GROUP, INC.
INTEGRYS ENERGY GROUP MASTER RETIREMENT TRUST
MILWAUKEE, WI
Other
NONE
$1.3B$99K
LITTLER MENDELSON, P.C.
LITTLER MENDELSON 401(K) PLAN AND TRUST
SAN FRANCISCO, CA
Other
NONE
2,298$1.1B$30K
LITTLER MENDELSON, P.C.
LITTLER MENDELSON 401(K) PLAN AND TRUST
SAN FRANCISCO, CA
Other
NONE
2,247$931.9M$25K
LITTLER MENDELSON, P.C.
LITTLER MENDELSON 401(K) PLAN AND TRUST
SAN FRANCISCO, CA
Other
NONE
2,105$787.3M$27K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
1,029$766.5M$15K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
1,145$596.7M$17K
HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.
CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISORY
290$232.7M$147K
HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.
CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISORY
316$214.3M$158K
HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.
CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES
CHICAGO, IL
Advisor / Consultant
INVESTMENT ADVISORY
278$199.6M$147K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$144.1M$91K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$102.4M$78K
CATERPILLAR INC.
CATERPILLAR INC. GROUP INSURANCE MASTER TRUST
IRVING, TX
Other
NONE
$88.0M$92K