2023 Form 5500 filing — Bmo 401(K) Savings 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 20241015110059NAL0057119138001) for Bmo 401(K) Savings Plan, reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 001. It reports 19,057 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110059NAL0057119138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bmo Financial Corp.
- EIN
- 51-0275712
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 19,057
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,538,074,231
- Net assets (EOY)
- $4,538,074,231
- Employer contributions
- $135,297,395
- Participant contributions
- $154,385,868
- Total income / additions
- $869,912,650
- Benefits paid
- $405,040,290
- Administrative expenses
- $1,141,761
- Total expenses
- $410,251,804
- Net increase / (decrease)
- $459,660,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Investments, LLC | NONE | $515,724 | not reported in the loaded dataset |
| Conduent | NONE | $309,740 | not reported in the loaded dataset |
| Jpmorgan Chase | NONE | $74,662 | not reported in the loaded dataset |
| Mellon Capital Management | NONE | $73,929 | not reported in the loaded dataset |
| Bank Of New York Mellon Corporation | NONE | $57,700 | not reported in the loaded dataset |
| Dimensional Fund Advisors | NONE | $23,823 | not reported in the loaded dataset |
| T. Rowe Price | NONE | $15,097 | not reported in the loaded dataset |
| Mfs International | NONE | $13,453 | not reported in the loaded dataset |
| Hartford Funds | NONE | $13,092 | not reported in the loaded dataset |
| Bmo Financial Corp. | PLAN SPONSOR | $12,974 | not reported in the loaded dataset |