Form 5500 · Employee benefit plan · CHICAGO, IL
BMO FINANCIAL CORP.
BMO FINANCIAL CORP. of CHICAGO, IL is a 3,498-participant finance and insurance employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is WILLIS TOWERS WATSON U.S. LLC. Coverage is written through EXPRESS SCRIPTS and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0275712 · plan 508 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering health, dental and life; the largest, with EXPRESS SCRIPTS, covers 393 people.
Reported premium across the insured contracts is $1,624,053, with $1,185 in disclosed broker commissions — about 0.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
WILLIS TOWERS WATSON U.S. LLC is the broker of record on 2 of the 8 contracts; the rest name a different broker or none.
7 carriers appear on the filing — EXPRESS SCRIPTS, METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN and VIA/EXTEND HEALTH among them — with EXPRESS SCRIPTS writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN | Health | 8 | December | $106,666 | $1,067 |
| KAISER FOUNDATION HEALTH PLAN | Health | 1 | December | $12,928 | $118 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Health | 393 | December | — | $0 |
| EXPRESS SCRIPTS | — | 393 | December | $872,563 | $0 |
| DELTA DENTAL | Dental | 19 | December | $615 | $0 |
| SUN LIFE INSURANCE COMPANY | — | 429 | December | $8,464 | $0 |
| VIA/EXTEND HEALTH | — | 1,842 | December | $75,316 | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 2,246 | December | $547,501 | $0 |
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