Bmo Financial Group — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bmo Financial Group is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $164,337 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $164,337
- Reported indirect compensation
- $0
- Total reported compensation
- $164,337
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 7
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Heartland Coca-Cola Bottling Company, LLC | KS | 1 | $51,994 |
| Debevoise & Plimpton Llp | NY | 1 | $42,878 |
| Whitney Museum Of American Art | NY | 1 | $18,750 |
| Froedtert Health, Inc. | WI | 2 | $18,043 |
| Hollister Incorporated | IL | 1 | $16,844 |
| Board Of Trustees Of Madison Area Construction Employees Trust - Healt | WI | 1 | $15,828 |
State footprint
Plans reporting Bmo Financial Group are sponsored in WI (3), NY (2), IL (1), KS (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Heartland Coca-Cola Bottling Company, LLC | Heartland Coca-Cola Bargaining Employees' Pension Plan | 2023 | $51,994 | $0 |
| Debevoise & Plimpton Llp | Pension Plan Of Debevoise & Plimpton Llp | 2023 | $42,878 | $0 |
| Whitney Museum Of American Art | Whitney Museum Of American Art Retirement Plan | 2023 | $18,750 | not reported in the loaded dataset |
| Hollister Incorporated | Hollister Pension Plan And Trust For Kirksville, Missouri Bargaining Unit Employees | 2023 | $16,844 | not reported in the loaded dataset |
| Board Of Trustees Of Madison Area Construction Employees Trust - Healt | Madison Area Construction Employees Trust Health & Welfare | 2023 | $15,828 | $0 |
| Froedtert Health, Inc. | Community Memorial Hospital Retirement Plan | 2023 | $11,111 | not reported in the loaded dataset |
| Froedtert Health, Inc. | Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees | 2023 | $6,932 | not reported in the loaded dataset |
Related Form 5500 pages
- Heartland Coca-Cola Bargaining Employees' Pension Plan (plan 001)
- Heartland Coca-Cola Bottling Company, LLC — all reported plans
- Pension Plan Of Debevoise & Plimpton Llp (plan 001)
- Debevoise & Plimpton Llp — all reported plans
- Whitney Museum Of American Art Retirement Plan (plan 002)
- Whitney Museum Of American Art — all reported plans
- Hollister Pension Plan And Trust For Kirksville, Missouri Bargaining Unit Employees (plan 002)
- Hollister Incorporated — all reported plans
- Madison Area Construction Employees Trust Health & Welfare (plan 501)
- Board Of Trustees Of Madison Area Construction Employees Trust - Healt — all reported plans
- Community Memorial Hospital Retirement Plan (plan 013)
- Froedtert Health, Inc. — all reported plans
- Froedtert Hospital Retirement Plan For Certain Former Milwaukee County Employees (plan 010)
- Form 5500 Schedule C explained
- Methodology
- Data sources