Breck School Retirement Plan — Form 5500 plan (Breck School)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Breck School Retirement Plan is a benefit plan reported by Breck School under EIN 41-0693894 and plan number 001. The latest loaded filing year is 2023. The filing reports 695 participants and $104,701,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Breck School
- EIN
- 41-0693894
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 695
- End-of-year plan assets
- $104,701,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 695 | H, C | 20241009124049NAL0032644560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,701,838
- Net assets (EOY)
- $104,701,838
- Net assets (BOY)
- $91,896,583
Income & contributions
- Employer contributions
- $1,673,819
- Participant contributions
- $2,008,924
- Total contributions
- $3,924,890
- Total income / additions
- $18,932,617
Expenses & distributions
- Benefits paid
- $6,109,156
- Administrative expenses
- $18,206
- Total expenses
- $6,127,362
- Net increase / (decrease)
- $12,805,255
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa- Teachers Insurance And Annuit | not reported in the loaded dataset | $42,719 | $0 | 2023 |
| Planpilot, LLC | not reported in the loaded dataset | $26,780 | not reported in the loaded dataset | 2023 |
| Eide Bailly | not reported in the loaded dataset | $11,600 | not reported in the loaded dataset | 2023 |