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 a defined-benefit pension formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS | 48-1140940 | — | NONE | $1.5M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA THREADNEEDLE INVESTMENTS | — | MINNEAPOLIS, MN | NONE | $760K | — |
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.
| % of plan | |||
|---|---|---|---|
| MULTI-MGR. SOL. U.S. LARGE CAP FUND AMERIPRISE FINANCIAL · EIN 92-0990236 / PN 002 | Common Collective Trust | $106.1M | 8.2% |
| EB TEMPORARY INVESTMENT FUND BANK OF NEW YORK MELLON CORPORATION · EIN 25-6078093 / PN 023 | Common Collective Trust | $28.8M | 2.2% |
| BANK OF NEW YORK MELLON CORPORATION |
| 25-0659306 |
| — |
| NONE |
| $265K |
| — |
| GROOM LAW GROUP CHARTERED | 52-1219029 | — | NONE | $53K | — |
| WILLIS TOWERS WATSON U.S. LLC | 53-0181291 | — | NONE | $46K | — |
