BMO Harris Bank, N.A.
89 more other clients, 196 more Schedule C rows and 11 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Elmhurst Memorial Hospital Retirement Plan General consultantTrusteethrough Dec 31, 2023 Form 5500
- Jockey International, Inc. Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Other roles
- Brach's Confections, Inc. Retirement Plan Custodianthrough Dec 31, 2024
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan TrusteeCustodianthrough May 31, 2024
- Lear Combined Pension Plan CustodianDirected trusteethrough Dec 31, 2023
+89 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Greer Retirement Plan | 2024 | 21 50 | NONE | $277,041 |
| Modine Manufacturing Company Frozen Pension Plan | 2024 | 21 24 | PARTY-IN-INTEREST | $98,905 |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | 2024 | 19 50 | NONE | $94,063 |
+196 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship endedinferenceIndiana/kentucky/ohio Regional Council of Carpenters Pension FundBMO Harris Bank no longer appears on Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- BMO Financial Group no longer appears on Whitney Museum of American Art Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- BMO Harris no longer appears on Sheet Metal Workers' Local 73 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- BMO Harris Bank, N.A. no longer appears on Jockey International, Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceHollister Pension Plan and Trust for Kirksville, Missouri, Bargaining Unit EmployeesBMO Financial Group no longer appears on Hollister Pension Plan and Trust for Kirksville, Missouri, Bargaining Unit Employees's Schedule C as investment manager (plan year 2024 vs 2023)with BMO Harris Bank, N.A.askebsa.dol.gov
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.