Form 5500 · Employee benefit plan · CHICAGO, IL
BMO FINANCIAL CORP.
BMO FINANCIAL CORP.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS TOWERS WATSON U.S. LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0275712 · plan 507 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | Life | 30,964 | December | $1,097,534 |
| KAISER FOUNDATION HEALTH PLAN | Health | 1,333 | December | $121,982 |
| KAISER FOUNDATION HEALTH PLAN | Health | 672 | December | $49,195 |
| KAISER FOUNDATION HEALTH PLAN | Health | 71 | December | $4,186 |
| VSP VISION CARE | Vision | 13,174 | December | $0 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Health | 29,784 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN | Health | 319 | December | $0 |
| DELTA DENTAL OF ILLINOIS | Dental | 15,633 | December | $0 |
| FOUR EVER LIFE INSURANCE COMPANY (GEOBLUE) | Health | 7 | December | $0 |
| EXPRESS SCRIPTS | — | 29,784 | December | $0 |
| FIRST RELIANCE STANDARD (MATRIX) | Disability | 1,992 | December | $0 |
| AIG INSURANCE COMPANY OF CANADA | — | 19,050 | April | $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 RELIASTAR LIFE INSURANCE COMPANY, among 12 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.