2023 Form 5500 filing — Employee Benefit Program Of Bank Of Montreal/Harris
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 20241015110059NAL0057119138002) for Employee Benefit Program Of Bank Of Montreal/Harris, reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 507. It reports 10,452 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110059NAL0057119138002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bmo Financial Corp.
- EIN
- 51-0275712
- Plan number
- 507
- Location
- Chicago, IL
- Participants
- 10,452
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,628,733
- Net assets (EOY)
- $84,628,733
- Employer contributions
- $149,451,133
- Participant contributions
- $63,093,421
- Total income / additions
- $219,640,491
- Benefits paid
- $202,348,657
- Administrative expenses
- $20,895,205
- Total expenses
- $223,243,862
- Net increase / (decrease)
- -$3,603,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $11,344,894 | not reported in the loaded dataset |
| Kaiser Foundation Health Plan | NONE | $5,751,180 | not reported in the loaded dataset |
| Medco Health Solutions, Inc. | NONE | $1,165,703 | not reported in the loaded dataset |
| Reliastar Life Insurance Company | NONE | $332,647 | not reported in the loaded dataset |
| Delta Dental | NONE | $307,620 | not reported in the loaded dataset |
| Willis Towers Watson U.S. LLC | NONE | $290,000 | not reported in the loaded dataset |
| Payflex Systems Usa, Inc. | NONE | $270,360 | not reported in the loaded dataset |
| The Hartford | NONE | $173,650 | not reported in the loaded dataset |
| Umr, Inc. | NONE | $163,429 | $2,250 |
| Vedder Price | NONE | $107,775 | not reported in the loaded dataset |
| Groom Law Group Chartered | NONE | $87,956 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $53,154 | not reported in the loaded dataset |
| Business Health Care Group Of Wi | NONE | $47,495 | not reported in the loaded dataset |
| Health Advocate Solutions, Inc. | NONE | $31,281 | not reported in the loaded dataset |
| Optum Financial, Inc. | NONE | $19,685 | not reported in the loaded dataset |
| Artemis Health | NONE | $19,433 | not reported in the loaded dataset |
| Worldwide Insurance Services, LLC | NONE | $11,884 | not reported in the loaded dataset |
| United Healthcare Services, Inc. | NONE | $9,167 | not reported in the loaded dataset |
| Allsup | NONE | $7,650 | not reported in the loaded dataset |