Form 5500 Search

BMO CAPITAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
16
Active participants
698,414
Total plan assets
$304.4B
Filings (rows)
16
Direct comp
$34K
Indirect comp
$191K
Aggregating 2 name variants under "BMO CAPITAL"

SERVICES PROVIDED

Other9
Broker7

Top plans served

All 16 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
231,156$57.4B$13K
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
SEATTLE, WA
Other
NONE
229,511$53.7B$21K
GENERAL ELECTRIC COMPANY
GENERAL ELECTRIC PENSION TRUST
BOSTON, MA
Broker
SECURITIES BROKERAGE
$46.7B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$46.2B$0
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
EVENDALE, OH
Broker
SECURITIES BROKERAGE
$24.9B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
61,593$16.8B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,192$15.0B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
ARLINGTON, VA
Broker
BROKER
60,023$13.0B$0
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
ARLINGTON, VA
Broker
BROKER
55,939$10.2B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
LAZARD ASSET MANAGEMENT LLC
LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST
KANSAS CITY, MO
Other
NONE
$1.2B$0
LAZARD ASSET MANAGEMENT LLC
LAZARD INTERNATIONAL STRATEGIC EQUITY (ACW EX-U.S.) TRUST
KANSAS CITY, MO
Other
NONE
$790.6M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST
KANSAS CITY, MO
Other
NONE
$571.3M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST
KANSAS CITY, MO
Other
NONE
$292.3M$0
LAZARD ASSET MANAGEMENT LLC
LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST
KANSAS CITY, MO
Other
NONE
$285.7M$0
BMO CAPITAL — Form 5500 Service Provider Profile | Form 5500 Search