Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolioTH
BMO FINANCIAL CORP.
EIN 51-0275712bankingLatest filing 2024
Plans
5
Retirement
2
$6.27B assets
Welfare
3
$37.1M premiums
Participants
90,462
Retirement portfolio analytics
2 plans aggregated / $6.27B assets / 47,588 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
79%top
- GREAT-WEST LIFE & ANNUITY INSURANCE79%
- (Not disclosed)21%
Participants by plan
Active + retired + deferred vested
- BMO U.S. PENSION (#002)18,124
Benefits portfolio analytics
3 plans / $37.1M premiums / 33,210 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$19.0M
- Life$13.5M
- Other$13.1M
- Vision$2.9M
- Prescription drug$873K
- Dental$472K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
51%top
- KAISER FOUNDATION HEALTH PLAN INC51%
- RELIASTAR LIFE INSURANCE COMPANY35%
- VISION SERVICE PLAN8%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
84%top
- WILLIS TOWERS WATSON US LLC84%
- ALIGHT SOLUTIONS16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BMO 401(K) SAVINGS PLAN
401k
Assets$4.97B
Participants29,464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BMO U.S. PENSION PLAN
TraditionalDB
Assets$1.30B
Participants18,124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
BMO U.S. HEALTH AND WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$35.5M
Covered lives30,964
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
BMO RETIREE MEDICAL AND LIFE INSURANCE PLAN
Mixed - EXPRESS SCRIPTS
Premiums$1.6M
Covered lives2,246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
BMO U.S. SEVERANCE BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BMO 401(K) SAVINGS PLAN | 401k | $4.97B | 29,464 | 2024 | |
| 002 | BMO U.S. PENSION PLAN | TraditionalDB | $1.30B | 18,124 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | BMO U.S. HEALTH AND WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $35.5M | 30,964 | 2024 | |
| 508 | BMO RETIREE MEDICAL AND LIFE INSURANCE PLAN | Mixed | EXPRESS SCRIPTS | $1.6M | 2,246 | 2024 | |
| 511 | BMO U.S. SEVERANCE BENEFIT PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans