Bmo U.S. Pension 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 U.S. Pension Plan is a benefit plan reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,558 participants and $1,368,858,951 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
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 11,558
- End-of-year plan assets
- $1,368,858,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,558 | H, C | 20241013094705NAL0043598720002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,368,858,951
- Total liabilities (EOY)
- $44,213,409
- Net assets (EOY)
- $1,324,645,542
- Net assets (BOY)
- $952,590,231
Income & contributions
- Total income / additions
- $90,496,134
Expenses & distributions
- Benefits paid
- $58,342,654
- Administrative expenses
- $3,749,125
- Total expenses
- $62,091,779
- Net increase / (decrease)
- $28,404,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors | NONE | $1,192,314 | not reported in the loaded dataset | 2023 |
| Columbia Threadneedle Investments | NONE | $1,010,578 | not reported in the loaded dataset | 2023 |
| Mercer U.S., Inc. | NONE | $234,014 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon Corporation | NONE | $169,523 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson U.S. LLC | NONE | $21,902 | not reported in the loaded dataset | 2023 |
| Groom Law Group Chartered | NONE | $11,225 | 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
- Nisa Investment Advisors — Schedule C compensation
- Columbia Threadneedle Investments — Schedule C compensation
- Mercer U.S., Inc. — Schedule C compensation
- Bank Of New York Mellon Corporation — Schedule C compensation
- Willis Towers Watson U.S. LLC — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation