Form 5500 · Employee benefit plan · CHICAGO, IL
BMO FINANCIAL CORP.
Public Form 5500 records show how BMO FINANCIAL CORP. (CHICAGO, IL) structures its employee benefits. Its broker of record is WILLIS TOWERS WATSON U.S. LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN and 7 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN | Health | 8 | December | $1,067 |
| KAISER FOUNDATION HEALTH PLAN | Health | 1 | December | $118 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Health | 393 | December | $0 |
| EXPRESS SCRIPTS | — | 393 | December | $0 |
| DELTA DENTAL | Dental | 19 | December | $0 |
| SUN LIFE INSURANCE COMPANY | — | 429 | December | $0 |
| VIA/EXTEND HEALTH | — | 1,842 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 2,246 | December | $0 |
Questions
Who is BMO FINANCIAL CORP.'s benefits broker?
Per its most recent Form 5500 Schedule A, BMO FINANCIAL CORP.'s broker of record is WILLIS TOWERS WATSON U.S. LLC.
What insurance carrier does BMO FINANCIAL CORP. use?
BMO FINANCIAL CORP.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, among 8 disclosed carriers.
When does BMO FINANCIAL CORP.'s group plan renew?
The most recent Schedule A policy period for BMO FINANCIAL CORP. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BMO FINANCIAL CORP.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.