Bmo Harris U.S. Supplemental Unemployment Benefit, U.S Severance, And U.S. Excess Severance Benefit 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 Harris U.S. Supplemental Unemployment Benefit, U.S Severance, And U.S. Excess Severance Benefit Plan is a benefit plan reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 511. The latest loaded filing year is 2023. The filing reports 13,242 participants and $119,919 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
511
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
13,242
End-of-year plan assets
$119,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,242H, C20241013094705NAL0043598720003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$119,919
Net assets (EOY)
$119,919
Net assets (BOY)
$48,201

Income & contributions

Employer contributions
$16,883,703
Total contributions
$16,883,703
Total income / additions
$16,886,067

Expenses & distributions

Benefits paid
$16,660,917
Administrative expenses
$153,432
Total expenses
$16,814,349
Net increase / (decrease)
$71,718

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ConduentNONE$151,767not reported in the loaded dataset2023

Related Form 5500 pages