# Bmo Financial Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/bmo-financial-corp-510275712-511

> Bmo Financial Corp.'s Health & Welfare plan: 19,672 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:** 511

- **Total Participants:** 19,672

- **Total Assets:** $72,409

## 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|19,672|$72,409|$12.4M|$0|

| 2023|20,258|$119,919|$16.9M|$0|

| 2022|13,242|$48,201|$9.2M|$0|

## 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|

| CONDUENT|Other Service Provider|$134,360|—|$134,360|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,360

- **Estimated Expense Ratio:** 185.557% 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|$135,939|—|$134,360|—|—|

| 2023|$153,432|—|$151,767|—|—|

| 2022|$135,587|—|$133,864|—|—|

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