2024-11-13T17:01:12-06:00 2023-12-31 346565596 ERNST & YOUNG LLP 155 N WACKER DR CHICAGO IL 60606 990 2023-01-01 396414307 M & I HEALTH RETIREE PROGRAM M&IH 4142551957 C/O ARGENT INST TR 115 S 84 ST 325 MILWAUKEE WI 53214 MIDWEST INSTITUTIONAL TRUST COMPANY Business Suppor 4142551957 2024-11-13 true true DONNA GIKAS P01451693 3128792000 2024-11-13 2023 2024-10-15 13:58:12Z X Midwest Institutional Trust 115 S 84th Street Suite 325 Milwaukee WI 53214 8536168 false X N/A X 2004 WI Provide Health Benefits to Retirees 2 0 0 2879005 2878005 0 3319835 3160934 862359 2879005 22250 2496229 4204444 8536168 0 6635199 6682586 0 0 0 250990 1400221 6886189 8082807 -2681745 453361 72346494 73509594 0 0 72346494 73509594 Provide Health Benefits to Retirees false false Provide health benefits to retirees. false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 true true false false false false false false false false false false false false X 2 0 false false false false false false true true true false false true true true true true true false false false WI X Midwest Institutional Trust 4142551957 10700 Research Drive Suite 205 Wauwatosa WI 532263460 X Midwest Institutional Trust Trustee 0.0 X 0 0 0 0 0 0 false false false Employer Contributions 900001 3160934 3160934 3160934 2879005 0 2879005 Py 990T Fed Refund 900099 2021707 2021707 Py 990T Fed Interest on Refund 900099 464703 464703 Py Claim Reimbursement 900099 9819 9819 2496229 8536168 3170753 2879005 2486410 6682586 6682586 786425 786425 2113 2113 Current Year 990T Estimated Payment 316968 316968 Prior Year 990T Tax Due 294715 294715 8082807 6682586 1400221 0 72346494 73509594 72346494 73509594 0 0 X 72346494 73509594 72346494 73509594 72346494 73509594 X 453361 709739 X true X true X true false 8536168 8536168 8536168 8082807 8082807 8082807 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b M&I Health retiree program is administered by two human resource benefit managers. All changes to this plan must be approved by the CEO of BMO Harris Corporation. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW A final form 990 was provided to both voting members, prior to filing with the Internal Revenue Service. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c All employees are required to complete compliance and other risk based training classes on an annual basis. Employee participation and test results are monitored by BMO Harris Corporation for any reportable events (E.G. conflict of interest) and are reviewed by senior management of BMO Harris Corporation. There are no restrictions at this time which prohibit the governing body in policy discussions and decisions. Governing documents, conflict of interest policy and financial statements are available for public inspection upon request. FORM 990, PAGE 6, PART VI, LINE 19 Available upon request. EXPLANATION FOR FORM 990, PART XI, LINE 9 Timing differences