# Bmo Financial Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/bmo-financial-corp-510275712-508

> Bmo Financial Corp.'s Health & Welfare plan: 3,498 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bmo Financial Corp.

- **Sponsor EIN:** 510275712

- **Sponsor Address:** 320 SOUTH CANAL STREET, CHICAGO, IL, 606065707

- **Plan Type:** Health & Welfare

- **Plan Number:** 508

- **Total Participants:** 3,498

- **Total Assets:** $74.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,498|$74.0M|$0|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GROOM LAW GROUP CHARTERED|ERISA Attorney|$151,524|—|$151,524|

| BLUE CROSS BLUE SHIELD OF ILLINOIS|Other Service Provider|$71,570|—|$71,570|

| WILLIS TOWERS WATSON U.S. LLC|Recordkeeper|$42,802|—|$42,802|

| UMR, INC.|Other Service Provider|$39,936|—|$39,936|

| EXPRESS SCRIPTS|Other Service Provider|$7,593|—|$7,593|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GROOM LAW GROUP CHARTERED](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [WILLIS TOWERS WATSON U.S. LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $313,425

- **Estimated Expense Ratio:** 0.424% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$2,877,459|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bmo-financial-corp-510275712-508)

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