Providers › Trustee and custodial
Service provider · Schedule C, plan year 2024
BMO Harris Bank
Most often reported for trustee and custodial
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
BMO Harris Bank is named as a service provider on the Schedule C of 25 retirement plans with 100 or more participants for plan year 2024, covering 101,610 participant records. Most often it is reported for trustee and custodial.
Reported compensation from those plans, direct and indirect, totalled $1.0M. Per plan, the median was $20.73 per participant, with the middle half of plans between $3.90 and $66.34. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Illinois (8), Wisconsin (3) and Indiana (3).
In 2010 it appeared on 22 such filings; in 2024, 27. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $3.90 | $20.73 | $66.34 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.09% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| The Members Retirement Plan | Trustees of the Members Retirement Plan | IL | 31,309 | $694M | $97K |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | Board of Trustees, Minneapolis Retail Meat Cutters | MN | 13,679 | $605M | $94K |
| Annuity Fund of Operating Engineers Local 513 | Board of Trustees of Annuity Fund of Operating Engineers Local 513 | MO | 9,613 | $323M | $25K |
| Kansas Construction Trades Open End Pension Trust Fund | Kansas Construction Trades Open End Pension Trust Fund | KS | 7,084 | $202M | $9,423 |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $19K |
| Nevada Resort Association IATSE Local 720 Retirement Plan | Nevada Resort Association IATSE Local 720 Retirement Plan, Board of TR | NV | 6,130 | $241M | $19K |
| Modine Manufacturing Company Frozen Pension Plan | Modine Manufacturing Company | MS | 4,772 | $150M | $99K |
| Minneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension Plan | Board of Trustees, Minneapolis Retail Meat Cutters and | MN | 4,515 | $28.7M | $5,246 |
| Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 | Joint Gov. Comm. Plumbers and Pipefitters Local Union No. 525 | NV | 3,727 | $455M | $17K |
| Local Union 786 Building Material Pension Fund | Trustees of Local Union 786 Ibt Material Pension | IL | 2,985 | $394M | $12K |
| IBEW Local 701 Pension Fund | Board of Trustees, 701 Pension Fund | IL | 2,779 | $528M | $55K |
| Univar Solutions Retirement Plan | Univar Solutions USA LLC. | IL | 2,337 | $353M | $32K |
| Teamsters Union Local No. 142 Annuity Fund | Board of Trustees of Teamsters Union Local NO.142 Annuity Fund | IN | 1,391 | $55.2M | $7,737 |
| Perini Corporation Pension Plan | Tutor Perini Corporation | CA | 1,205 | $60.7M | $54K |
| Brach's Confections, Inc. Retirement Plan | Barry Callebaut USA Service Company, Inc. | IL | 1,141 | $49.5M | $25K |
| Greer Retirement Plan | Greer Industries, Inc. | WV | 566 | $43.5M | $277K |
| Massachusetts Medical Society Pension Plan | Massachusetts Medical Society | MA | 449 | $141M | $49K |
| Heartland Coca-Cola Bargaining Employees' Pension Plan | Heartland Coca-Cola Bottling Company, LLC | KS | 298 | $14.0M | $54K |
| Jones Dairy Farm Union Employees Pension Plan | Jones Dairy Farm & Subsidiary | WI | 274 | $12.0M | $10K |
| Union League Club Employees Retirement Plan | Union League Club of Chicago | IL | 263 | $13.2M | $13K |
| Pension Plan of Wisconsin Farm Bureau Federation & Affiliates | Rural Mutual Insurance Company | WI | 200 | $47.1M | $12K |
| Lumina Foundation for Education, Inc. Pension Plan | Lumina Foundation for Education, Inc. | IN | 187 | $23.4M | $20K |
| Little Rapids Corporation Employees' Pension Plan | Little Rapids Corporation | WI | 183 | $19.0M | $20K |
| Metal Management Aerospace, Inc. Retirement Plan | Metal Management, Inc. | IL | 151 | $5.1M | $10K |
| The Isaac Corporation Pension Plan Mmi 98 | Metal Management, Inc. | IL | 114 | $5.4M | $9,558 |
Questions and answers
How many plans does BMO Harris Bank serve?
25 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay BMO Harris Bank?
The median plan reported $20.73 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Custodial (securities) (14 plans), Trustee (bank, trust company, or similar financial institution) (12 plans), Investment advisory (plan) (4 plans) and Trustee (directed) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.