Gary M. Hansen signed BMO Financial Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMO Financial Corp.'s EIN is 51-0275712.
Download the official 2024 Form 5500 (PDF) for BMO Financial Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMO Financial Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $973K | — |
| CONDUENT | 04-3609848 | — | NONE | $57K | — |
| NEWPORT GROUP INC. | — | LAKE MARY, FL | NONE | $19K | — |
| Name | EIN |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. ANALYST FUND JPMORGAN CHASE BANK N.A. · EIN 13-7271225 / PN 001 | Common Collective Trust | — | — | $809.0M | 16.3% | |
| STOCK INDEX FUND BANK OF NEW YORK MELLON CORPORATION · EIN 25-6078093 / PN 226 | Common Collective Trust | — | — | $796.8M | 16.0% | |
| BLACKROCK LIFEPATH IND. RET. FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3898456 / PN 001 | Common Collective Trust | — | — | $267.4M | 5.4% | |
| BLACKROCK LIFEPATH IND. 2045 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3864341 / PN 001 | Common Collective Trust | — | — | $257.2M | 5.2% | |
| BLACKROCK LIFEPATH IND. 2040 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3857000 / PN 001 | Common Collective Trust | — | — | $211.4M | 4.3% | |
| BLACKROCK LIFEPATH IND. 2030 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3840961 / PN 001 | Common Collective Trust | — | — | $203.5M | 4.1% | |
| BLACKROCK LIFEPATH IND. 2035 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3856926 / PN 001 | Common Collective Trust | — | — | $203.3M | 4.1% | |
| BLACKROCK LIFEPATH IND. 2050 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3864657 / PN 001 | Common Collective Trust | — | — | $188.1M | 3.8% | |
| MID CAP STOCK INDEX FUND BANK OF NEW YORK MELLON CORPORATION · EIN 25-6078093 / PN 237 | Common Collective Trust | — | — | $177.6M | 3.6% | |
| BlackRock 80/20 Target Allocation K 10,009,521 shares (a) | Other securities | — | — | $168.9M | 3.4% | |
| DIMENSIONAL U.S. SMALL CAP FUND GLOBAL TRUST COMPANY · EIN 61-6611861 / PN 003 | Common Collective Trust | — | — | $159.8M | 3.2% | |
| * Bank of Montreal 1,164,482 shares (a) | Common Stocks | — | — | $137.9M | 2.8% | |
| SMALL CAP STOCK INDEX FUND BANK OF NEW YORK MELLON CORPORATION · EIN 25-6078093 / PN 234 | Common Collective Trust | — | — | $130.3M | 2.6% | |
| BLACKROCK LIFEPATH IND. 2055 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3892990 / PN 001 | Common Collective Trust | — | — | $127.4M | 2.6% | |
| MFS INTERNATIONAL EQUITY FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $112.9M | 2.3% | |
| BLACKROCK LIFEPATH IND. 2060 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3893052 / PN 001 | Common Collective Trust | — | — | $86.5M | 1.7% | |
| EMERGING MARKETS EQUITY TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $70.3M | 1.4% | |
| ACWI EX-U.S. FUND BANK OF NEW YORK MELLON CORPORATION · EIN 25-6078093 / PN 239 | Common Collective Trust | — | — | $68.9M | 1.4% | |
| METWEST TOTAL RETURN BOND FUND SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $67.3M | 1.4% | |
| in 2025 through 2038 - | Other securities | — | — | $61.1M | 1.2% | |
| BlackRock 60/40 Target Allocation K 4,022,059 shares (a) | Other securities | — | — | $60.7M | 1.2% | |
| WTC-CIF II MID CAP OPP. SERIES 3 WELLINGTON TRUST COMPANY · EIN 04-6913417 / PN 146 | Common Collective Trust | — | — | $60.1M | 1.2% | |
| AGGREGATE BOND INDEX FUND BANK OF NEW YORK MELLON CORPORATION · EIN 25-6078093 / PN 219 | Common Collective Trust | — | — | $56.7M | 1.1% | |
| Nationwide Life Insurance (a) | Other securities | — | — | $51.2M | 1.0% | |
| RGA (a) | Other securities | — | — | $51.2M | 1.0% | |
| Prudential Insurance Company (a) | Common Stocks | — | — | $51.2M | 1.0% | |
| State Street Bank (a) | Other securities | — | — | $51.2M | 1.0% | |
| Met Tower Life (a) | Other securities | — | — | $51.2M | 1.0% | |
| AMERICAN CENTURY HIGH YIELD TRUST GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 025 | Common Collective Trust | — | — | $49.4M | 1.0% | |
| BLACKROCK LIFEPATH IND. 2065 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3898297 / PN 001 | Common Collective Trust | — | — | $33.2M | 0.7% | |
| TIPS INDEX FUND BANK OF NEW YORK MELLON CORPORATION · EIN 25-6078093 / PN 233 | Common Collective Trust | — | — | $26.2M | 0.5% | |
| BlackRock 40/60 Target Allocation K 1,827,538 shares (a) | Other securities | — | — | $23.4M | 0.5% | |
| Registered investment companies PIMCO All Asset Fund, Institutional Class 1,755,212 shares (a) | Mutual Funds | — | — | $19.0M | 0.4% | |
| BlackRock 20/80 Target Allocation K 1,695,440 shares (a) | Other securities | — | — | $18.6M | 0.4% | |
| Cash and cash equivalents (a) | Cash / Money Market | — | — | $10.2M | 0.2% | |
| BLACKROCK LIFEPATH IND. 2025 FUND H BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-3840784 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STABLE VALUE TRUST, CLASS B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MITCHELL & TITUS LLP | — | NEW YORK, NY | NONE | $40K | — |
