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Form 5500 · Employee benefit plan · CHICAGO, IL

BMO FINANCIAL CORP.

BMO FINANCIAL CORP. of CHICAGO, IL spreads its employee benefits across 6 insurance carriers, according to its Form 5500 Schedule A. Coverage is written through AMERICAN GENERAL LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0275712 · plan 001 · as of Aug 2026

Participants
30,897
Carriers on file
6
Disclosed commissions
$0
Renewal month
December

Plan brief

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A — the contracts may be direct-written or the broker fields were left blank on the filing.

6 carriers appear on the filing — AMERICAN GENERAL LIFE INSURANCE COMPANY, METROPOLITAN TOWER LIFE INSURANCE COMPANY, NATIONWIDE LIFE INSURANCE COMPANY and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA among them — with AMERICAN GENERAL LIFE INSURANCE COMPANY writing the largest contract by premium.

With 30,897 participants this is one of the larger insured groups on file in IL.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
AMERICAN GENERAL LIFE INSURANCE COMPANY19,696December$0
METROPOLITAN TOWER LIFE INSURANCE COMPANY19,696December$0
NATIONWIDE LIFE INSURANCE COMPANY19,696December$0
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA19,696December$0
RGA REINSURANCE COMPANY19,696December$0
STATE STREET BANK AND TRUST COMPANY19,696December$0

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