2023 Form 5500 filing — Bmo Harris U.S. Supplemental Unemployment Benefit, U.S Severance, And U.S. Excess Severance Benefit Plan
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 20241013094705NAL0043598720003) for Bmo Harris U.S. Supplemental Unemployment Benefit, U.S Severance, And U.S. Excess Severance Benefit Plan, reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 511. It reports 13,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013094705NAL0043598720003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bmo Financial Corp.
- EIN
- 51-0275712
- Plan number
- 511
- Location
- Chicago, IL
- Participants
- 13,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,919
- Net assets (EOY)
- $119,919
- Employer contributions
- $16,883,703
- Total income / additions
- $16,886,067
- Benefits paid
- $16,660,917
- Administrative expenses
- $153,432
- Total expenses
- $16,814,349
- Net increase / (decrease)
- $71,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conduent | NONE | $151,767 | not reported in the loaded dataset |