BMO FINANCIAL
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
21
Active participants
25,370
Total plan assets
$5.5B
Filings (rows)
23
Direct comp
$542K
Indirect comp
$0
Aggregating 3 name variants under "BMO FINANCIAL"
SERVICES PROVIDED
Other17
Advisor / Consultant2
Trustee2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FROEDT & COMMUNITY HEALTH MASTER TR | 4 |
Top plans served
Showing top 23 of 21 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BMO FINANCIAL CORP. BMO 401(K) SAVINGS PLAN | CHICAGO, IL | Other PLAN SPONSOR | 20,280 | $4.5B | $13K |
| DEBEVOISE & PLIMPTON LLP PENSION PLAN OF DEBEVOISE & PLIMPTON LLP | NEW YORK, NY | Other NONE | 306 | $131.6M | $43K |
| FROEDTERT HEALTH, INC. COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 304 | $120.3M | $11K |
| DEBEVOISE & PLIMPTON LLP PENSION PLAN OF DEBEVOISE & PLIMPTON LLP | NEW YORK, NY | Other NONE | 328 | $119.5M | $44K |
| FROEDTERT THEDACARE HEALTH, INC. COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 286 | $117.1M | $12K |
| FROEDTERT HEALTH, INC. COMMUNITY MEMORIAL HOSPITAL RETIREMENT PLAN | MILWAUKEE, WI | Other NONE | 316 | $110.7M | $12K |
| FROEDTERT HEALTH, INC. FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES | MILWAUKEE, WI | Other NONE | 13 | $56.1M | $7K |
| FROEDTERT HEALTH, INC. FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES | MILWAUKEE, WI | Other NONE | 13 | $56.1M | $7K |
| FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES | MILWAUKEE, WI | Other NONE | 11 | $52.9M | $7K |
| FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HOSPITAL RETIREMENT PLAN FOR CERTAIN FORMER MILWAUKEE COUNTY EMPLOYEES | MILWAUKEE, WI | Other NONE | 11 | $52.9M | $7K |
| CARDONE INDUSTRIES, INC. CARDONE INDUSTRIES, INC. UNION EMPLOYEES' PENSION PLAN | PHILADELPHIA, PA | Trustee TRUSTEE | 64 | $50.3M | $51K |
| BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE | MADISON, WI | Other NONE | 867 | $25.2M | $21K |
| HOLLISTER INCORPORATED HOLLISTER PENSION PLAN AND TRUST FOR KIRKSVILLE, MISSOURI BARGAINING UNIT EMPLOYEES | LIBERTYVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 13 | $22.7M | $17K |
| HOLLISTER INCORPORATED HOLLISTER PENSION PLAN AND TRUST FOR KIRKSVILLE, MISSOURI BARGAINING EMPLOYEES | LIBERTYVILLE, IL | Advisor / Consultant INVESTMENT ADVISOR | 15 | $22.7M | $18K |
| BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE | MADISON, WI | Other NONE | 851 | $22.7M | $16K |
| BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALT MADISON AREA CONSTRUCTION EMPLOYEES TRUST HEALTH & WELFARE | MADISON, WI | Other NONE | 759 | $18.0M | $13K |
| HEARTLAND COCA-COLA BOTTLING COMPANY, LLC HEARTLAND COCA-COLA BARGAINING EMPLOYEES' PENSION PLAN | LENEXA, KS | Other NONE | 242 | $14.0M | $54K |
| HEARTLAND COCA-COLA BOTTLING COMPANY, LLC HEARTLAND COCA-COLA BARGAINING EMPLOYEES' PENSION PLAN | LENEXA, KS | Other NONE | 297 | $13.9M | $43K |
| HEARTLAND COCA-COLA BOTTLING COMPANY, LLC HEARTLAND COCA-COLA BARGAINING EMPLOYEES' PENSION PLAN | LENEXA, KS | Other NONE | 269 | $13.2M | $52K |
| WHITNEY MUSEUM OF AMERICAN ART WHITNEY MUSEUM OF AMERICAN ART RETIREMENT PLAN | NEW YORK, NY | Other NONE | 72 | $11.7M | $19K |
| WHITNEY MUSEUM OF AMERICAN ART WHITNEY MUSEUM OF AMERICAN ART RETIREMENT PLAN | NEW YORK, NY | Other NONE | 77 | $10.4M | $25K |
| MILLENNIUM RAIL, INC. HOLLIDAYSBURG RETIREMENT PLAN | PITTSBURG, KS | Trustee TRUSTEE | 0 | $6.9M | $29K |
| MILLENNIUM RAIL, INC. HOLLIDAYSBURG RETIREMENT PLAN | PITTSBURG, KS | Other NONE | 0 | $6.2M | $21K |