Form 5500 · Employee benefit plan · CHICAGO, IL
BMO FINANCIAL CORP
BMO FINANCIAL CORP of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WILLIS TOWERS WATSON US LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 13 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0275712 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | Stop-loss | 4,746 | August | $178,664 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 1,617 | August | $90,195 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 3,348 | August | $81,191 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 879 | August | $40,695 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 2,749 | August | $37,679 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 79 | August | $3,086 |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | Health | 372 | August | $1,961 |
| DELTA DENTAL OF CALIFORNIA | Dental | 739 | August | $761 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 177 | August | $446 |
| NATIONWIDE LIFE INSURANCE COMPANY | — | 10,532 | August | $0 |
| METLIFE LEGAL PLANS, INC. | — | 0 | August | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Disability | 8,989 | August | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 14,641 | August | $0 |
| ARMADACARE | Health | 12 | August | $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 US LLC.
What insurance carrier does BMO FINANCIAL CORP use?
BMO FINANCIAL CORP's benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 14 disclosed carriers.
When does BMO FINANCIAL CORP's group plan renew?
The most recent Schedule A policy period for BMO FINANCIAL CORP ended in August. 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.