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Form 5500 · Retirement plan · CHICAGO, IL

BMO FINANCIAL CORP.

The filing calls this plan BMO U.S. PENSION PLAN.

BMO FINANCIAL CORP. of CHICAGO, IL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by AETNA LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
AETNA LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0275712 · plan 002 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
18,799
Contracts on file
1
Contract value
$13,027,740
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with AETNA LIFE INSURANCE COMPANY.

The contracts held $13,027,740 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AETNA LIFE INSURANCE COMPANYAnnuity / GIC5,932December$13,027,740$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BENEFITS ADMINISTRATION COMMITTEE
EIN 36-2873029
NISA INVESTMENT ADVISORS
Named on Schedule C · EIN 48-1140940
$1,494,062
paid directly by the plan
BANK OF NEW YORK MELLON CORPORATION
Custodian · EIN 25-0659306
$265,258
paid directly by the plan
GROOM LAW GROUP CHARTERED
Named on Schedule C · EIN 52-1219029
$52,963
paid directly by the plan
WILLIS TOWERS WATSON U.S. LLC
Plan administrator · EIN 53-0181291
$45,506
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$1,300,480,803
Paid out in benefits
$88,029,528
Participants at the start of the year
18,799

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

Bmo U.S. Health And Welfare PlanInsured benefit plan · 12 Schedule A contractsRenews ~Jan 1plan 506Insured benefit plan · 14 Schedule A contractsRenews ~Sep 1plan 508Insured benefit plan · 8 Schedule A contractsRenews ~Jan 1Bank Of The West Retiree Medical PlanInsured benefit plan · 2 Schedule A contractsRenews ~Sep 1Bmo 401(K) Savings PlanRetirement plan · 6 Schedule A contractsBmo U.S. Severance Benefit PlanForm 5500 filing · no insured Schedule A contracts

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