Bmo Harris — 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 Harris is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,674,493 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,674,493
- Reported indirect compensation
- $0
- Total reported compensation
- $1,674,493
- Filings
- 15
- Plan sponsors
- 14
- Plans
- 15
- 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 |
|---|---|---|---|
| Ullico Investment Advisors Inc | MD | 1 | $969,380 |
| Strand Associates, Inc. | WI | 1 | $152,787 |
| Ullico Investment Advisors Inc. | MD | 1 | $143,020 |
| Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S | CO | 1 | $116,176 |
| Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund | IL | 1 | $51,226 |
| Southern States Savings & Retirement Plan Trust | FL | 1 | $43,681 |
| Board Of Trustees-Ibew Local 701 Welfare Fund | IL | 1 | $40,430 |
| B Of T Ibew Local 640 Chapter Neca Db Pension Plan | AZ | 1 | $37,387 |
| Bot Operative Plasterers And Cement Mason Local 394 Pension Trust Fund | AZ | 2 | $33,954 |
| Tuckpointer Local 52 Pension Plan | IL | 1 | $30,026 |
State footprint
Plans reporting Bmo Harris are sponsored in IL (4), AZ (4), MD (2), FL (1), CO (1), MI (1), MN (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ullico Investment Advisors Inc | Ullico Infrastructure Tax Exempt Fund Lp | 2023 | $969,380 | not reported in the loaded dataset |
| Strand Associates, Inc. | Strand Associates, Inc. Employees Profit Sharing Trust | 2023 | $152,787 | not reported in the loaded dataset |
| Ullico Investment Advisors Inc. | Ullico Infrastructure Taxable Fund Lp | 2023 | $143,020 | not reported in the loaded dataset |
| Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S | Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan | 2023 | $116,176 | $0 |
| Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund | Sheet Metal Workers' Local 73 Pension Fund | 2023 | $51,226 | not reported in the loaded dataset |
| Southern States Savings & Retirement Plan Trust | Southern States Savings & Retirement Plan Trust | 2023 | $43,681 | not reported in the loaded dataset |
| Board Of Trustees-Ibew Local 701 Welfare Fund | Ibew Local 701 Welfare Fund | 2023 | $40,430 | $0 |
| B Of T Ibew Local 640 Chapter Neca Db Pension Plan | Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan | 2023 | $37,387 | not reported in the loaded dataset |
| Tuckpointer Local 52 Pension Plan | Tuckpointer Local 52 Pension Plan | 2023 | $30,026 | not reported in the loaded dataset |
| Sheet Metal 7 Zone 3 Pension Fund | Sheet Metal 7 Zone 3 Pension Fund | 2023 | $19,315 | not reported in the loaded dataset |
| Bot Operative Plasterers And Cement Mason Local 394 Dc | Operative Plasterers And Cement Masons Local 394 Defined Contribution Plan | 2023 | $18,116 | not reported in the loaded dataset |
| Trustees Of Sheet Metal Workers 73 Welfare Fund | Sheet Metal Workers Local 73 Welfare Fund | 2023 | $16,983 | not reported in the loaded dataset |
| Bot Operative Plasterers And Cement Mason Local 394 Pension Trust Fund | Operative Plasterers And Cement Masons Local 394 Pension Trust Fund | 2023 | $15,838 | not reported in the loaded dataset |
| Operating Engineers Local 428 Pension Trust | Operating Engineers Local 428 Pension Trust | 2023 | $14,144 | not reported in the loaded dataset |
| Trustees Minneapolis Retail Meat Cutters & Food Handlers Health & Welf | Minneapolis Retail Meat Cutters And Food Handlers Health & Welfare Fund | 2023 | $5,984 | not reported in the loaded dataset |
Related Form 5500 pages
- Ullico Infrastructure Tax Exempt Fund Lp (plan 001)
- Ullico Investment Advisors Inc — all reported plans
- Strand Associates, Inc. Employees Profit Sharing Trust (plan 002)
- Strand Associates, Inc. — all reported plans
- Ullico Infrastructure Taxable Fund Lp (plan 001)
- Ullico Investment Advisors Inc. — all reported plans
- Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan (plan 001)
- Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S — all reported plans
- Sheet Metal Workers' Local 73 Pension Fund (plan 001)
- Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund — all reported plans
- Southern States Savings & Retirement Plan Trust (plan 001)
- Southern States Savings & Retirement Plan Trust — all reported plans
- Ibew Local 701 Welfare Fund (plan 501)
- Board Of Trustees-Ibew Local 701 Welfare Fund — all reported plans
- Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan (plan 001)
- B Of T Ibew Local 640 Chapter Neca Db Pension Plan — all reported plans
- Tuckpointer Local 52 Pension Plan (plan 001)
- Tuckpointer Local 52 Pension Plan — all reported plans
- Sheet Metal 7 Zone 3 Pension Fund (plan 001)
- Sheet Metal 7 Zone 3 Pension Fund — all reported plans
- Operative Plasterers And Cement Masons Local 394 Defined Contribution Plan (plan 002)
- Bot Operative Plasterers And Cement Mason Local 394 Dc — all reported plans
- Sheet Metal Workers Local 73 Welfare Fund (plan 501)
- Trustees Of Sheet Metal Workers 73 Welfare Fund — all reported plans
- Operative Plasterers And Cement Masons Local 394 Pension Trust Fund (plan 001)
- Operating Engineers Local 428 Pension Trust (plan 001)
- Operating Engineers Local 428 Pension Trust — all reported plans
- Minneapolis Retail Meat Cutters And Food Handlers Health & Welfare Fund (plan 501)
- Trustees Minneapolis Retail Meat Cutters & Food Handlers Health & Welf — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources