2023 Form 5500 filing — Breck School Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009124049NAL0032644560001) for Breck School Retirement Plan, reported by Breck School under EIN 41-0693894 and plan number 001. It reports 695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124049NAL0032644560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Breck School
- EIN
- 41-0693894
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,701,838
- Net assets (EOY)
- $104,701,838
- Employer contributions
- $1,673,819
- Participant contributions
- $2,008,924
- Total income / additions
- $18,932,617
- Benefits paid
- $6,109,156
- Administrative expenses
- $18,206
- Total expenses
- $6,127,362
- Net increase / (decrease)
- $12,805,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa- Teachers Insurance And Annuit | not reported in the loaded dataset | $42,719 | $0 |
| Planpilot, LLC | not reported in the loaded dataset | $26,780 | not reported in the loaded dataset |
| Eide Bailly | not reported in the loaded dataset | $11,600 | not reported in the loaded dataset |