Search public Form 5500 filings

Plans

• planBmo 401(K) Savings PlanFinancial statementProvider compensation2023 filing
  $4.5Breported assets (EOY)
  Sponsor: Bmo Financial Corp.EIN: 51-0275712Plan: 001Participants: 19,057Assets: $4,538,074,231Net assets: $4.5BAssets / participant: $238.1KLocation: Chicago, ILLatest: 2023
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• planBmo U.S. Pension PlanFinancial statementProvider compensation2023 filing
  $1.4Breported assets (EOY)
  Sponsor: Bmo Financial Corp.EIN: 51-0275712Plan: 002Participants: 11,558Assets: $1,368,858,951Net assets: $1.3BAssets / participant: $118.4KLocation: Chicago, ILLatest: 2023
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• planEmployee Benefit Program Of Bank Of Montreal/HarrisFinancial statementProvider compensation2023 filing
  $84.6Mreported assets (EOY)
  Sponsor: Bmo Financial Corp.EIN: 51-0275712Plan: 507Participants: 10,452Assets: $84,628,733Net assets: $84.6MAssets / participant: $8.1KLocation: Chicago, ILLatest: 2023
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• planBmo Harris U.S. Supplemental Unemployment Benefit, U.S Severance, And U.S. Excess Severance Benefit PlanFinancial statementProvider compensation2023 filing
  $119.9Kreported assets (EOY)
  Sponsor: Bmo Financial Corp.EIN: 51-0275712Plan: 511Participants: 13,242Assets: $119,919Net assets: $119.9KAssets / participant: $9Location: Chicago, ILLatest: 2023
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• planBank Of The West Group Health And Welfare Plan2023 filing
  Sponsor: Bmo Financial CorpEIN: 51-0275712Plan: 506Participants: 8,364Assets: not reported in the loaded datasetLocation: Chicago, ILLatest: 2023
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• planBank Of The West Retiree Medical Plan2023 filing
  Sponsor: Bmo Financial CorpEIN: 51-0275712Plan: 515Participants: 41Assets: not reported in the loaded datasetLocation: Chicago, ILLatest: 2023
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