Employee Benefit Program Of Bank Of Montreal/Harris — 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, Employee Benefit Program Of Bank Of Montreal/Harris is a benefit plan reported by Bmo Financial Corp. under EIN 51-0275712 and plan number 507. The latest loaded filing year is 2023. The filing reports 10,452 participants and $84,628,733 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
- 507
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 10,452
- End-of-year plan assets
- $84,628,733
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,452 | H, C | 20241015110059NAL0057119138002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,628,733
- Net assets (EOY)
- $84,628,733
- Net assets (BOY)
- $88,232,104
Income & contributions
- Employer contributions
- $149,451,133
- Participant contributions
- $63,093,421
- Total contributions
- $212,544,554
- Total income / additions
- $219,640,491
Expenses & distributions
- Benefits paid
- $202,348,657
- Administrative expenses
- $20,895,205
- Total expenses
- $223,243,862
- Net increase / (decrease)
- -$3,603,371
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $11,344,894 | not reported in the loaded dataset | 2023 |
| Kaiser Foundation Health Plan | NONE | $5,751,180 | not reported in the loaded dataset | 2023 |
| Medco Health Solutions, Inc. | NONE | $1,165,703 | not reported in the loaded dataset | 2023 |
| Reliastar Life Insurance Company | NONE | $332,647 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $307,620 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson U.S. LLC | NONE | $290,000 | not reported in the loaded dataset | 2023 |
| Payflex Systems Usa, Inc. | NONE | $270,360 | not reported in the loaded dataset | 2023 |
| The Hartford | NONE | $173,650 | not reported in the loaded dataset | 2023 |
| Umr, Inc. | NONE | $163,429 | $2,250 | 2023 |
| Vedder Price | NONE | $107,775 | not reported in the loaded dataset | 2023 |
| Groom Law Group Chartered | NONE | $87,956 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $53,154 | not reported in the loaded dataset | 2023 |
| Business Health Care Group Of Wi | NONE | $47,495 | not reported in the loaded dataset | 2023 |
| Health Advocate Solutions, Inc. | NONE | $31,281 | not reported in the loaded dataset | 2023 |
| Optum Financial, Inc. | NONE | $19,685 | not reported in the loaded dataset | 2023 |
| Artemis Health | NONE | $19,433 | not reported in the loaded dataset | 2023 |
| Worldwide Insurance Services, LLC | NONE | $11,884 | not reported in the loaded dataset | 2023 |
| United Healthcare Services, Inc. | NONE | $9,167 | not reported in the loaded dataset | 2023 |
| Allsup | NONE | $7,650 | 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
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Kaiser Foundation Health Plan — Schedule C compensation
- Medco Health Solutions, Inc. — Schedule C compensation
- Reliastar Life Insurance Company — Schedule C compensation
- Delta Dental — Schedule C compensation
- Willis Towers Watson U.S. LLC — Schedule C compensation
- Payflex Systems Usa, Inc. — Schedule C compensation
- The Hartford — Schedule C compensation
- Umr, Inc. — Schedule C compensation
- Vedder Price — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation
- Business Health Care Group Of Wi — Schedule C compensation
- Health Advocate Solutions, Inc. — Schedule C compensation
- Optum Financial, Inc. — Schedule C compensation
- Artemis Health — Schedule C compensation
- Worldwide Insurance Services, LLC — Schedule C compensation
- United Healthcare Services, Inc. — Schedule C compensation
- Allsup — Schedule C compensation