Civic Intelligence

Bmo Harris Bank N.A.

Plan context: Employees' 401(K) Savings Plan of Bank of Montreal/Harris

EIN 36-2085229 • Chicago, IL • 87 filings • 26 plans

111 West Monroe StreetChicago, IL 60603-4003
Current Snapshot

Latest Year

2016

2016 Participants

16,503

2016 Assets

$2,871,333,120

2016 Contributions

$391,090,619

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,624,183,653$1,812,091,827$0200520112016YearValue
$2,871,333,120Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

17,4868,7430200520112016YearValue
16,503Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2016516,503$2,871,333,120$391,090,619$23,698iApproximate average salary by contribution assumption: employee only about $592,454 at 4% or $394,969 at 6%; with 50% employer match about $394,969 at 4% or $263,313 at 6%; with 100% employer match about $296,227 at 4% or $197,485 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-16,503$1,662,907,671$160,827,093$9,745iApproximate average salary by contribution assumption: employee only about $243,633 at 4% or $162,422 at 6%; with 50% employer match about $162,422 at 4% or $108,281 at 6%; with 100% employer match about $121,817 at 4% or $81,211 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-12,577$1,108,785,824$40,000,000$3,180iApproximate average salary by contribution assumption: employee only about $79,510 at 4% or $53,007 at 6%; with 50% employer match about $53,007 at 4% or $35,338 at 6%; with 100% employer match about $39,755 at 4% or $26,503 at 6%.
Employee Benefit Program of Bank of Montreal/Harris-9,391$99,621,965$171,548,749$18,267iApproximate average salary by contribution assumption: employee only about $456,684 at 4% or $304,456 at 6%; with 50% employer match about $304,456 at 4% or $202,971 at 6%; with 100% employer match about $228,342 at 4% or $152,228 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-14,615$17,660$18,714,777$1,281iApproximate average salary by contribution assumption: employee only about $32,013 at 4% or $21,342 at 6%; with 50% employer match about $21,342 at 4% or $14,228 at 6%; with 100% employer match about $16,006 at 4% or $10,671 at 6%.
M & I RETIREMENT PROGRAM-0$0--
2015816,889$2,612,905,672$615,483,037$36,443iApproximate average salary by contribution assumption: employee only about $911,071 at 4% or $607,381 at 6%; with 50% employer match about $607,381 at 4% or $404,920 at 6%; with 100% employer match about $455,535 at 4% or $303,690 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-16,889$1,486,518,826$385,825,865$22,845iApproximate average salary by contribution assumption: employee only about $571,120 at 4% or $380,747 at 6%; with 50% employer match about $380,747 at 4% or $253,831 at 6%; with 100% employer match about $285,560 at 4% or $190,373 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-14,776$1,041,865,410$40,000,000$2,707iApproximate average salary by contribution assumption: employee only about $67,677 at 4% or $45,118 at 6%; with 50% employer match about $45,118 at 4% or $30,079 at 6%; with 100% employer match about $33,839 at 4% or $22,559 at 6%.
Employee Benefit Program of Bank of Montreal/Harris-14,723$84,501,603$176,324,548$11,976iApproximate average salary by contribution assumption: employee only about $299,403 at 4% or $199,602 at 6%; with 50% employer match about $199,602 at 4% or $133,068 at 6%; with 100% employer match about $149,702 at 4% or $99,801 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-14,735$17,576$13,332,624$905iApproximate average salary by contribution assumption: employee only about $22,621 at 4% or $15,080 at 6%; with 50% employer match about $15,080 at 4% or $10,054 at 6%; with 100% employer match about $11,310 at 4% or $7,540 at 6%.
M & I RETIREMENT PROGRAM-0$2,257--
M & I RETIREMENT PROGRAM MASTER TRUST-----
MISSOURI STATE BANK & TRUST COMPANY RETIREMENT SAVINGS PLAN-0---
North Star Financial Corporation 401K Plan-0$0--
2014817,074$3,624,183,653$322,056,042$18,862iApproximate average salary by contribution assumption: employee only about $471,559 at 4% or $314,373 at 6%; with 50% employer match about $314,373 at 4% or $209,582 at 6%; with 100% employer match about $235,780 at 4% or $157,186 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-17,074$1,281,342,963$138,959,079$8,139iApproximate average salary by contribution assumption: employee only about $203,466 at 4% or $135,644 at 6%; with 50% employer match about $135,644 at 4% or $90,429 at 6%; with 100% employer match about $101,733 at 4% or $67,822 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-15,128$1,150,511,490--
M & I RETIREMENT PROGRAM-4,048$817,811,478--
M & I RETIREMENT PROGRAM MASTER TRUST--$287,057,270--
Employee Benefit Program of Bank of Montreal/Harris-15,208$85,626,331$170,489,722$11,211iApproximate average salary by contribution assumption: employee only about $280,263 at 4% or $186,842 at 6%; with 50% employer match about $186,842 at 4% or $124,561 at 6%; with 100% employer match about $140,132 at 4% or $93,421 at 6%.
MISSOURI STATE BANK & TRUST COMPANY RETIREMENT SAVINGS PLAN-6$1,038,606--
North Star Financial Corporation 401K Plan-12$777,142--
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-14,305$18,373$12,607,241$881iApproximate average salary by contribution assumption: employee only about $22,033 at 4% or $14,689 at 6%; with 50% employer match about $14,689 at 4% or $9,792 at 6%; with 100% employer match about $11,016 at 4% or $7,344 at 6%.
2013917,114$3,530,407,107$347,259,286$20,291iApproximate average salary by contribution assumption: employee only about $507,274 at 4% or $338,182 at 6%; with 50% employer match about $338,182 at 4% or $225,455 at 6%; with 100% employer match about $253,637 at 4% or $169,091 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-17,114$1,168,743,508$136,333,600$7,966iApproximate average salary by contribution assumption: employee only about $199,155 at 4% or $132,770 at 6%; with 50% employer match about $132,770 at 4% or $88,513 at 6%; with 100% employer match about $99,578 at 4% or $66,385 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-15,232$1,105,643,994$20,000,000$1,313iApproximate average salary by contribution assumption: employee only about $32,826 at 4% or $21,884 at 6%; with 50% employer match about $21,884 at 4% or $14,589 at 6%; with 100% employer match about $16,413 at 4% or $10,942 at 6%.
M & I RETIREMENT PROGRAM-4,797$862,819,417--
M & I RETIREMENT PROGRAM MASTER TRUST--$306,225,213--
Employee Benefit Program of Bank of Montreal/Harris-15,328$84,930,943$167,211,217$10,909iApproximate average salary by contribution assumption: employee only about $272,722 at 4% or $181,815 at 6%; with 50% employer match about $181,815 at 4% or $121,210 at 6%; with 100% employer match about $136,361 at 4% or $90,907 at 6%.
MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN-6$1,305,156--
North Star Financial Corporation 401K Plan-13$731,432--
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-14,463$7,444$23,714,469$1,640iApproximate average salary by contribution assumption: employee only about $40,992 at 4% or $27,328 at 6%; with 50% employer match about $27,328 at 4% or $18,218 at 6%; with 100% employer match about $20,496 at 4% or $13,664 at 6%.
M & I Severance Pay Plan-0---
20121017,287$3,190,759,144$320,416,965$18,535iApproximate average salary by contribution assumption: employee only about $463,378 at 4% or $308,919 at 6%; with 50% employer match about $308,919 at 4% or $205,946 at 6%; with 100% employer match about $231,689 at 4% or $154,459 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-15,337$1,016,576,511$20,000,000$1,304iApproximate average salary by contribution assumption: employee only about $32,601 at 4% or $21,734 at 6%; with 50% employer match about $21,734 at 4% or $14,489 at 6%; with 100% employer match about $16,300 at 4% or $10,867 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-17,287$948,354,689$123,774,235$7,160iApproximate average salary by contribution assumption: employee only about $178,999 at 4% or $119,333 at 6%; with 50% employer match about $119,333 at 4% or $79,555 at 6%; with 100% employer match about $89,500 at 4% or $59,666 at 6%.
M & I RETIREMENT PROGRAM-5,781$849,316,823--
M & I RETIREMENT PROGRAM MASTER TRUST--$294,864,407--
Employee Benefit Program of Bank of Montreal/Harris-5,334$79,526,276$160,739,771$30,135iApproximate average salary by contribution assumption: employee only about $753,374 at 4% or $502,249 at 6%; with 50% employer match about $502,249 at 4% or $334,833 at 6%; with 100% employer match about $376,687 at 4% or $251,125 at 6%.
MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN-9$1,224,703--
North Star Financial Corporation 401K Plan-15$720,966--
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-15,919$174,769$15,902,959$999iApproximate average salary by contribution assumption: employee only about $24,975 at 4% or $16,650 at 6%; with 50% employer match about $16,650 at 4% or $11,100 at 6%; with 100% employer match about $12,487 at 4% or $8,325 at 6%.
M & I Flexible Benefits Plan-0---
M & I Severance Pay Plan-0---
20111417,486$3,033,463,798$357,577,190$20,449iApproximate average salary by contribution assumption: employee only about $511,234 at 4% or $340,822 at 6%; with 50% employer match about $340,822 at 4% or $227,215 at 6%; with 100% employer match about $255,617 at 4% or $170,411 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-15,619$902,942,617$20,000,000$1,280iApproximate average salary by contribution assumption: employee only about $32,012 at 4% or $21,342 at 6%; with 50% employer match about $21,342 at 4% or $14,228 at 6%; with 100% employer match about $16,006 at 4% or $10,671 at 6%.
M & I RETIREMENT PROGRAM-7,087$877,583,616$58,309,867$8,228iApproximate average salary by contribution assumption: employee only about $205,693 at 4% or $137,129 at 6%; with 50% employer match about $137,129 at 4% or $91,419 at 6%; with 100% employer match about $102,847 at 4% or $68,564 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-17,486$792,263,239$90,347,057$5,167iApproximate average salary by contribution assumption: employee only about $129,171 at 4% or $86,114 at 6%; with 50% employer match about $86,114 at 4% or $57,409 at 6%; with 100% employer match about $64,585 at 4% or $43,057 at 6%.
M & I RETIREMENT PROGRAM MASTER TRUST--$306,759,997--
Employee Benefit Program of Bank of Montreal/Harris-5,992$80,681,994$80,476,377$13,431iApproximate average salary by contribution assumption: employee only about $335,766 at 4% or $223,844 at 6%; with 50% employer match about $223,844 at 4% or $149,229 at 6%; with 100% employer match about $167,883 at 4% or $111,922 at 6%.
M&I HEALTH BENEFITS TRUST-0$71,387,141$102,022,094-
MISSOURI STATE BANK & TRUST CO RETIREMENT SAVINGS PLAN-10$1,139,899--
North Star Financial Corporation 401K Plan-18$684,825--
MARSHALL & ILSLEY CORPORATION LONG TERM DISABILITY PLAN-0$18,737$800,000-
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-6,776$1,733$5,621,795$830iApproximate average salary by contribution assumption: employee only about $20,742 at 4% or $13,828 at 6%; with 50% employer match about $13,828 at 4% or $9,218 at 6%; with 100% employer match about $10,371 at 4% or $6,914 at 6%.
M & I TRAVEL & ACCIDENT PLAN-0---
M & I Severance Pay Plan-0---
M & I LIFE INSURANCE PLAN-0---
M & I Flexible Benefits Plan-2,131---
2010512,320$1,625,639,983$177,382,664$14,398iApproximate average salary by contribution assumption: employee only about $359,949 at 4% or $239,966 at 6%; with 50% employer match about $239,966 at 4% or $159,977 at 6%; with 100% employer match about $179,974 at 4% or $119,983 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-7,462$861,426,187$20,000,000$2,680iApproximate average salary by contribution assumption: employee only about $67,006 at 4% or $44,671 at 6%; with 50% employer match about $44,671 at 4% or $29,781 at 6%; with 100% employer match about $33,503 at 4% or $22,335 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-8,003$751,980,626$74,102,138$9,259iApproximate average salary by contribution assumption: employee only about $231,482 at 4% or $154,322 at 6%; with 50% employer match about $154,322 at 4% or $102,881 at 6%; with 100% employer match about $115,741 at 4% or $77,161 at 6%.
Employee Benefit Program of Bank of Montreal/Harris-12,320$12,231,286$76,615,854$6,219iApproximate average salary by contribution assumption: employee only about $155,470 at 4% or $103,647 at 6%; with 50% employer match about $103,647 at 4% or $69,098 at 6%; with 100% employer match about $77,735 at 4% or $51,823 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-6,978$1,884$6,664,672$955iApproximate average salary by contribution assumption: employee only about $23,877 at 4% or $15,918 at 6%; with 50% employer match about $15,918 at 4% or $10,612 at 6%; with 100% employer match about $11,939 at 4% or $7,959 at 6%.
SEVERANCE PLAN FOR FORMER AMCORE BANK EMPLOYEES-0---
2009411,319$1,438,962,084$343,158,586$30,317iApproximate average salary by contribution assumption: employee only about $757,926 at 4% or $505,284 at 6%; with 50% employer match about $505,284 at 4% or $336,856 at 6%; with 100% employer match about $378,963 at 4% or $252,642 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-7,068$774,268,664$193,950,500$27,441iApproximate average salary by contribution assumption: employee only about $686,016 at 4% or $457,344 at 6%; with 50% employer match about $457,344 at 4% or $304,896 at 6%; with 100% employer match about $343,008 at 4% or $228,672 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-7,602$651,437,495$60,856,905$8,005iApproximate average salary by contribution assumption: employee only about $200,135 at 4% or $133,423 at 6%; with 50% employer match about $133,423 at 4% or $88,949 at 6%; with 100% employer match about $100,067 at 4% or $66,712 at 6%.
Employee Benefit Program of Bank of Montreal/Harris-11,319$13,254,074$75,568,632$6,676iApproximate average salary by contribution assumption: employee only about $166,907 at 4% or $111,271 at 6%; with 50% employer match about $111,271 at 4% or $74,181 at 6%; with 100% employer match about $83,453 at 4% or $55,636 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-6,281$1,851$12,782,549$2,035iApproximate average salary by contribution assumption: employee only about $50,878 at 4% or $33,919 at 6%; with 50% employer match about $33,919 at 4% or $22,612 at 6%; with 100% employer match about $25,439 at 4% or $16,959 at 6%.
200867,902$1,067,819,850$316,894,718$40,103iApproximate average salary by contribution assumption: employee only about $1,002,578 at 4% or $668,385 at 6%; with 50% employer match about $668,385 at 4% or $445,590 at 6%; with 100% employer match about $501,289 at 4% or $334,193 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-7,902$532,627,520$60,174,489$7,615iApproximate average salary by contribution assumption: employee only about $190,377 at 4% or $126,918 at 6%; with 50% employer match about $126,918 at 4% or $84,612 at 6%; with 100% employer match about $95,189 at 4% or $63,459 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-7,381$523,525,261$163,500,000$22,151iApproximate average salary by contribution assumption: employee only about $553,787 at 4% or $369,191 at 6%; with 50% employer match about $369,191 at 4% or $246,127 at 6%; with 100% employer match about $276,893 at 4% or $184,596 at 6%.
Employee Benefit Program of Bank of Montreal/Harris-7,324$11,663,641$63,923,469$8,728iApproximate average salary by contribution assumption: employee only about $218,199 at 4% or $145,466 at 6%; with 50% employer match about $145,466 at 4% or $96,977 at 6%; with 100% employer match about $109,099 at 4% or $72,733 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-7,324$1,714$15,312,818$2,091iApproximate average salary by contribution assumption: employee only about $52,269 at 4% or $34,846 at 6%; with 50% employer match about $34,846 at 4% or $23,231 at 6%; with 100% employer match about $26,135 at 4% or $17,423 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-7,324$1,714$13,983,942$1,909iApproximate average salary by contribution assumption: employee only about $47,733 at 4% or $31,822 at 6%; with 50% employer match about $31,822 at 4% or $21,215 at 6%; with 100% employer match about $23,867 at 4% or $15,911 at 6%.
BANK OF MONTREAL US EMPLOYMENT TRANSITION POLICY-0---
200767,613$1,896,380,258$152,095,800$19,978iApproximate average salary by contribution assumption: employee only about $499,461 at 4% or $332,974 at 6%; with 50% employer match about $332,974 at 4% or $221,983 at 6%; with 100% employer match about $249,730 at 4% or $166,487 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-7,356$752,275,196$61,169,398$8,316iApproximate average salary by contribution assumption: employee only about $207,889 at 4% or $138,593 at 6%; with 50% employer match about $138,593 at 4% or $92,395 at 6%; with 100% employer match about $103,945 at 4% or $69,296 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-6,958$583,160,317$34,000,000$4,886iApproximate average salary by contribution assumption: employee only about $122,162 at 4% or $81,441 at 6%; with 50% employer match about $81,441 at 4% or $54,294 at 6%; with 100% employer match about $61,081 at 4% or $40,721 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-0$549,160,588--
Employee Benefit Program of Bank of Montreal/Harris-7,613$11,784,157$56,926,402$7,478iApproximate average salary by contribution assumption: employee only about $186,938 at 4% or $124,625 at 6%; with 50% employer match about $124,625 at 4% or $83,084 at 6%; with 100% employer match about $93,469 at 4% or $62,313 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-7,613---
BANK OF MONTREAL US EMPLOYMENT TRANSITION POLICY-7,613---
200667,421$1,284,835,243$154,644,098$20,839iApproximate average salary by contribution assumption: employee only about $520,968 at 4% or $347,312 at 6%; with 50% employer match about $347,312 at 4% or $231,541 at 6%; with 100% employer match about $260,484 at 4% or $173,656 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-7,421$723,477,698$61,237,005$8,252iApproximate average salary by contribution assumption: employee only about $206,296 at 4% or $137,531 at 6%; with 50% employer match about $137,531 at 4% or $91,687 at 6%; with 100% employer match about $103,148 at 4% or $68,765 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-6,996$549,854,840$32,000,000$4,574iApproximate average salary by contribution assumption: employee only about $114,351 at 4% or $76,234 at 6%; with 50% employer match about $76,234 at 4% or $50,823 at 6%; with 100% employer match about $57,176 at 4% or $38,117 at 6%.
Employee Benefit Program of Bank of Montreal/Harris-6,913$11,502,705$61,407,093$8,883iApproximate average salary by contribution assumption: employee only about $222,071 at 4% or $148,047 at 6%; with 50% employer match about $148,047 at 4% or $98,698 at 6%; with 100% employer match about $111,036 at 4% or $74,024 at 6%.
Bmo Harris U.S. Supplemental Unemployment Benefit, U.S. Severance, and U.S. Excess Severance Benefit Plan-0---
BANK OF MONTREAL US EMPLOYMENT TRANSITION POLICY-6,913---
BANK OF MONTREAL US SEVERANCE POLICY-HARRIS DIRECT-0---
200567,264$1,130,473,400$181,597,003$25,000iApproximate average salary by contribution assumption: employee only about $624,990 at 4% or $416,660 at 6%; with 50% employer match about $416,660 at 4% or $277,773 at 6%; with 100% employer match about $312,495 at 4% or $208,330 at 6%.
Employees' 401(K) Savings Plan of Bank of Montreal/Harris-7,264$641,104,738$54,140,311$7,453iApproximate average salary by contribution assumption: employee only about $186,331 at 4% or $124,221 at 6%; with 50% employer match about $124,221 at 4% or $82,814 at 6%; with 100% employer match about $93,165 at 4% or $62,110 at 6%.
Employees' Retirement Plan of Bank of Montreal/Harris-7,065$484,858,318$74,239,252$10,508iApproximate average salary by contribution assumption: employee only about $262,701 at 4% or $175,134 at 6%; with 50% employer match about $175,134 at 4% or $116,756 at 6%; with 100% employer match about $131,350 at 4% or $87,567 at 6%.
Employee Benefit Program of Bank of Montreal/Harris-7,070$4,510,344$53,217,440$7,527iApproximate average salary by contribution assumption: employee only about $188,180 at 4% or $125,454 at 6%; with 50% employer match about $125,454 at 4% or $83,636 at 6%; with 100% employer match about $94,090 at 4% or $62,727 at 6%.
BANK OF MONTREAL US EMPLOYMENT TRANSITION POLICY-7,070---
BANK OF MONTREAL US SEVERANCE POLICY-HARRIS DIRECT-7,070---
BANK OF MONTREAL US EDS SEVERANCE POLICY-0---