Bmo Financial Corp — 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 Financial Corp (EIN 51-0275712) is a plan sponsor located in Chicago, IL with 2 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
- 51-0275712
- Location
- Chicago, IL
- Loaded plans
- 6
- Total reported participants
- 62,714
- Total reported plan assets (EOY)
- $5,991,681,834
- Plans with financial data
- 4
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Bmo 401(K) Savings Plan | 001 | 19,057 | $4,538,074,231 | 2023 |
| Bmo U.S. Pension Plan | 002 | 11,558 | $1,368,858,951 | 2023 |
| Employee Benefit Program Of Bank Of Montreal/Harris | 507 | 10,452 | $84,628,733 | 2023 |
| Bmo Harris U.S. Supplemental Unemployment Benefit, U.S Severance, And U.S. Excess Severance Benefit Plan | 511 | 13,242 | $119,919 | 2023 |
| Bank Of The West Group Health And Welfare Plan | 506 | 8,364 | not reported in the loaded dataset | 2023 |
| Bank Of The West Retiree Medical Plan | 515 | 41 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Bank Of The West Group Health And Welfare Plan | 8,364 | — | 20240617122354NAL0001926832001 |
| 2023 | Bank Of The West Retiree Medical Plan | 41 | — | 20240617122442NAL0001052433001 |
| 2023 | Bmo U.S. Pension Plan | 11,558 | H, C | 20241013094705NAL0043598720002 |
| 2023 | Bmo Harris U.S. Supplemental Unemployment Benefit, U.S Severance, And U.S. Excess Severance Benefit Plan | 13,242 | H, C | 20241013094705NAL0043598720003 |
| 2023 | Bmo 401(K) Savings Plan | 19,057 | H, C | 20241015110059NAL0057119138001 |
| 2023 | Employee Benefit Program Of Bank Of Montreal/Harris | 10,452 | H, C | 20241015110059NAL0057119138002 |