PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NEUBERGER BERMAN GROUP LLC
Sponsor portfolio

NEUBERGER BERMAN GROUP LLC

EIN 61-1591182-investment banking-Latest filing 2024
Plans
2
Retirement
1
$2.06B assets
Welfare
1
$5.3M premiums
Participants
5,269
1290 AVENUE OF THE AMERICAS - NEW YORK, NY 10104212-476-9881dyalcapital.comLinkedIn1001-5000 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$2.06B - 3,171 part#501Fully Insured-$5.3M - 4,018 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 4,018 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.8M
  • Dental$2.9M
  • Life$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • Health$271K
  • +2 more
Total $5.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • METROPOLITAN LIFE INSURANCE COMPANY57%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA37%
  • AETNA LIFE INSURANCE COMPANY5%
Total $5.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • AON CONSULTING INC100%
  • IMG0%
Total $320K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NEUBERGER BERMAN GROUP 401(K) PLAN

401k

Assets$2.06B
Participants3,171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEUBERGER BERMAN GROUP LLC GROUP BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.3M
Covered lives4,018
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEUBERGER BERMAN GROUP 401(K) PLAN401k$2.06B3,1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEUBERGER BERMAN GROUP LLC GROUP BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$5.3M4,0182024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica