Plan5500

Bmo Harris Bank N.A. For Clients Of Cmfg Life Insurance Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bmo Harris Bank N.A. For Clients Of Cmfg Life Insurance Company (EIN 27-4581779) is a plan sponsor located in Madison, WI with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-4581779
Location
Madison, WI
Loaded plans
6
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$0Summed across loaded plans
Total reported assets$6.1M$6,137,009
Total reported participantsNot reported
Total reported liabilities$6.1M$6,137,009

Reported net position

Reported assets = net assets + liabilities (summed)$6.1M total assets
Net assets$0Liabilities$6.1M
Contributions & income
Total income / additions$225.9M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$1.4M
Net increase / (decrease)$224.5M

Data coverage

Plans with financial statements6 / 6 (100%)
Plans with provider compensation0 / 6 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets60%Trustee Retirement Pension Plan Fund
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Trustee Retirement Pension Plan Fund$3.7M
    Plan #106 · not reported in the loaded dataset participants · 2023
  2. 2
    Trustee Lifestyle Aggressive Fund$1.1M
    Plan #105 · not reported in the loaded dataset participants · 2023
  3. 3
    Trustee Lifestyle Moderate Fund$856K
    Plan #104 · not reported in the loaded dataset participants · 2023
  4. 4
    Trustee Lifestyle Conservative Fund$225.5K
    Plan #103 · not reported in the loaded dataset participants · 2023
  5. 5
    Trustee Diversified Equity Fund$167.9K
    Plan #101 · not reported in the loaded dataset participants · 2023
  6. 6
    Trustee Lifestyle Income Fund$44.7K
    Plan #102 · not reported in the loaded dataset participants · 2023

Search all 6 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bmo Harris Bank N.A. For Clients Of Cmfg Life Insurance Company
YearPlanParticipantsSchedulesFiling
2023Trustee Diversified Equity Fundnot reported in the loaded datasetH20240628063445NAL0000344384001
2023Trustee Lifestyle Aggressive Fundnot reported in the loaded datasetH20240628063636NAL0000208849001
2023Trustee Lifestyle Conservative Fundnot reported in the loaded datasetH20240628063753NAL0000210865001
2023Trustee Lifestyle Income Fundnot reported in the loaded datasetH20240628063905NAL0000303056001
2023Trustee Lifestyle Moderate Fundnot reported in the loaded datasetH20240628064027NAL0000214177001
2023Trustee Retirement Pension Plan Fundnot reported in the loaded datasetH20240628064117NAL0000232401001

Related Form 5500 pages