2023 Form 5500 filing — Bmo U.S. Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241013094705NAL0043598720002) for Bmo U.S. Pension Plan, reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 002. It reports 11,558 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013094705NAL0043598720002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bmo Financial Corp.
- EIN
- 51-0275712
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 11,558
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,368,858,951
- Total liabilities (EOY)
- $44,213,409
- Net assets (EOY)
- $1,324,645,542
- Total income / additions
- $90,496,134
- Benefits paid
- $58,342,654
- Administrative expenses
- $3,749,125
- Total expenses
- $62,091,779
- Net increase / (decrease)
- $28,404,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors | NONE | $1,192,314 | not reported in the loaded dataset |
| Columbia Threadneedle Investments | NONE | $1,010,578 | not reported in the loaded dataset |
| Mercer U.S., Inc. | NONE | $234,014 | not reported in the loaded dataset |
| Bank Of New York Mellon Corporation | NONE | $169,523 | not reported in the loaded dataset |
| Willis Towers Watson U.S. LLC | NONE | $21,902 | not reported in the loaded dataset |
| Groom Law Group Chartered | NONE | $11,225 | not reported in the loaded dataset |