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BMO HARRIS BANK NA

57 known aliases resolved via the canonical alias map

BMO Harris Bank NA at a glance

BMO Harris Bank NA appears on 62 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $33.4B in assets for 279,033 participants. The median client plan holds $113M. Most client plans are sponsored in NY, WI and IL. The largest clients by plan assets are National Rural Electric Cooperative Association, National Roofing Industry Pension Fund Wilson-McShane Corporation and BD of Tees Heating, Piping & Refrigeration Pension Fund. Plans reported $2.2M in direct and indirect compensation paid to BMO Harris Bank NA, a median of $17K per plan.

Participants
279,033
Median plan assets
$113M
Median plan participants
1,173
Median fees per plan
$17K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
National Rural Electric Cooperative AssociationVA$16.8B80,475
National Roofing Industry Pension Fund Wilson-McShane CorporationMN$2.4B33,418
BD of Tees Heating, Piping & Refrigeration Pension FundMD$1.4B8,132
Board of Trustees of Local 282NY$1.4B7,375
Construction Industry Laborers Pension FundMO$1.1B14,224
Board of Trustees, Meba Pension Trust-Defined Benefit PlanMD$928M5,626
Board of Trustees Local 282NY$887M5,146
BMW of North America LLCNJ$693M3,217
Board of Trustees, Minneapolis Retail Meat CuttersMN$679M13,679
Trustees of Construction Workers - Lake County PensionIN$591M6,258
Board of Trustees, 701 Pension FundIL$528M2,779
Joint Gov. Comm. Plumbers and Pipefitters Local Union No. 525NV$455M3,727
Trustees of Local Union 786 Ibt Material PensionIL$394M2,985
Univar Solutions USA LLC.IL$353M2,337
Board of Trustees Meba 401(k) PlanMD$331M2,091
MD Electrical Industry S&A FundWV$329M3,376
Board of Trustees of Annuity Fund of Operating Engineers Local 513MO$323M9,613
Board of Trustees, Meba Pension Trust-Money Purchase BenefitMD$306M3,337
Trustees of National Roofing Industry Supplemental Pension PlanMN$297M9,884
Board of Trustees P&S Local 21 Pension FundNY$295M1,813
Maryland Electrical Ind PensionWV$289M3,817
Trustees of Local No. 41 Pension PlanNY$285M1,409
Nevada Resort Association Iatse Local 720 Retirement Plan, Board of TrNV$242M6,130
Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12NY$216M724
Kansas Construction Trades Open End Pension Trust FundKS$203M7,084

Top client states

  1. NY13 plans
  2. WI8 plans
  3. IL6 plans
  4. MD5 plans
  5. MN4 plans

Frequently asked questions

Who uses BMO Harris Bank NA?
62 retirement plans list BMO Harris Bank NA as a service provider on Schedule C of Form 5500. The largest clients by plan assets include National Rural Electric Cooperative Association, National Roofing Industry Pension Fund Wilson-McShane Corporation, BD of Tees Heating, Piping & Refrigeration Pension Fund, Board of Trustees of Local 282 and Construction Industry Laborers Pension Fund. Most client plans are sponsored in NY, WI and IL.
How many plans does BMO Harris Bank NA serve?
BMO Harris Bank NA serves 62 retirement plans with $33.4B in plan assets and 279,033 participants, based on the latest Form 5500 filings through 2024.
What does BMO Harris Bank NA charge?
Plans reported $2.2M in total Schedule C compensation paid to BMO Harris Bank NA. The median plan paid $17K. Fees vary with plan size and the services each plan buys.

Market position · 2024

Plans served62-74 YoYRank #245 of mapped providers
Assets under administration$33.4B0.1%Market share · rank #345
Fees received$2MMedian $17,200/planSum across Schedule C direct + indirect
Net wins YoY-559 won · 64 lostPlan-level switch detection

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