Bmo 401(K) Savings Plan — Form 5500 plan (Bmo Financial Corp.)
Plain-English plan 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 401(K) Savings Plan is a benefit plan reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 001. The latest loaded filing year is 2023. The filing reports 19,057 participants and $4,538,074,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bmo Financial Corp.
- EIN
- 51-0275712
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 19,057
- End-of-year plan assets
- $4,538,074,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,057 | H, C | 20241015110059NAL0057119138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,538,074,231
- Net assets (EOY)
- $4,538,074,231
- Net assets (BOY)
- $2,578,297,190
Income & contributions
- Employer contributions
- $135,297,395
- Participant contributions
- $154,385,868
- Total contributions
- $309,629,660
- Total income / additions
- $869,912,650
Expenses & distributions
- Benefits paid
- $405,040,290
- Administrative expenses
- $1,141,761
- Total expenses
- $410,251,804
- Net increase / (decrease)
- $459,660,846
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blackrock Investments, LLC | NONE | $515,724 | not reported in the loaded dataset | 2023 |
| Conduent | NONE | $309,740 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase | NONE | $74,662 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management | NONE | $73,929 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon Corporation | NONE | $57,700 | not reported in the loaded dataset | 2023 |
| Dimensional Fund Advisors | NONE | $23,823 | not reported in the loaded dataset | 2023 |
| T. Rowe Price | NONE | $15,097 | not reported in the loaded dataset | 2023 |
| Mfs International | NONE | $13,453 | not reported in the loaded dataset | 2023 |
| Hartford Funds | NONE | $13,092 | not reported in the loaded dataset | 2023 |
| Bmo Financial Corp. | PLAN SPONSOR | $12,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bmo Financial Corp.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Blackrock Investments, LLC — Schedule C compensation
- Conduent — Schedule C compensation
- Jpmorgan Chase — Schedule C compensation
- Mellon Capital Management — Schedule C compensation
- Bank Of New York Mellon Corporation — Schedule C compensation
- Dimensional Fund Advisors — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Mfs International — Schedule C compensation
- Hartford Funds — Schedule C compensation
- Bmo Financial Corp. — Schedule C compensation