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  5. Breck School

Breck School

Company Details

Name: Breck School
Jurisdiction: Minnesota
Legal type: Nonprofit Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 09 Dec 1886 (138 years ago)
Company Number: abe766a5-b1d4-e011-a886-001ec94ffe7f
File Number: 1215-NP
Registered Office Address: 123 Ottawa Ave N, Golden Valley, MN 55422, USA
ZIP code: 55422
County: Hennepin County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRECK SCHOOL RETIREMENT PLAN 2023 410693894 2024-10-09 BRECK SCHOOL 695
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818454
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 554220000
Plan sponsor’s address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 288
Other retired or separated participants entitled to future benefits 425
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 713
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2024-10-09
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-09
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2022 410693894 2023-09-22 BRECK SCHOOL 667
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818454
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 554220000
Plan sponsor’s address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 275
Other retired or separated participants entitled to future benefits 424
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 6
Number of participants with account balances as of the end of the plan year 699

Signature of
Role Plan administrator
Date 2023-09-22
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-22
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2021 410693894 2022-10-06 BRECK SCHOOL 652
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818454
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 554220000
Plan sponsor’s address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 266
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 401
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 7
Number of participants with account balances as of the end of the plan year 667
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-06
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2020 410693894 2021-10-12 BRECK SCHOOL 650
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818454
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 554220000
Plan sponsor’s address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 257
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 397
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 654

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2019 410693894 2020-10-06 BRECK SCHOOL 646
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818454
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 554220000
Plan sponsor’s address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 261
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 387
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants with account balances as of the end of the plan year 650
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-10-06
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-06
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2018 410693894 2019-10-03 BRECK SCHOOL 614
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818217
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 554220000
Plan sponsor’s address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 263
Other retired or separated participants entitled to future benefits 382
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 645

Signature of
Role Plan administrator
Date 2019-10-03
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-03
Name of individual signing TED FORBATH
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2017 410693894 2018-10-11 BRECK SCHOOL 613
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818217
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 554220000
Plan sponsor’s address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 265
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 349
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 613

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing RONALD SCROGGINS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing RONALD SCROGGINS
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2016 410693894 2017-10-13 BRECK SCHOOL 605
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818217
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422
Plan sponsor’s address 123 OTTAWA AVE, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 263
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 350
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 612
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2017-10-12
Name of individual signing WENDY J. ENGELMAN
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2015 410693894 2016-10-04 BRECK SCHOOL 589
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818217
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422
Plan sponsor’s address 123 OTTAWA AVE, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 289
Other retired or separated participants entitled to future benefits 315
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 601

Signature of
Role Plan administrator
Date 2016-10-04
Name of individual signing WENDY J. ENGELMAN
Valid signature Filed with authorized/valid electronic signature
BRECK SCHOOL RETIREMENT PLAN 2014 410693894 2015-10-13 BRECK SCHOOL 585
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1969-01-01
Business code 611000
Sponsor’s telephone number 7633818217
Plan sponsor’s mailing address 123 OTTAWA AVE N, MINNEAPOLIS, MN, 55422
Plan sponsor’s address 123 OTTAWA AVE, MINNEAPOLIS, MN, 55422

Number of participants as of the end of the plan year
Active participants 286
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 303
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 585
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2015-10-13
Name of individual signing WENDY J. ENGELMAN
Valid signature Filed with authorized/valid electronic signature

President

Name Role Address
Allison O'Toole President 123 OTTAWA AVE N, GOLDEN VALLEY, MN 55422–5124, USA

Filing

Filing Name Filing date
Annual Reinstatement - Nonprofit Corporation (Domestic) 2008-04-18
Nonprofit Corporation (Domestic) Restated Articles 2006-05-16
Nonprofit Corporation (Domestic) Other 1999-09-07
Involuntary Dissolution - Nonprofit Corporation (Domestic) 1997-12-31
Registered Office and/or Agent - Nonprofit Corporation (Domestic) 1960-09-09
Nonprofit Corporation (Domestic) Business Name (Business Name: Breck School) 1946-02-26
Amendment - Nonprofit Corporation (Domestic) 1929-07-16
Nonprofit Corporation (Domestic) Business Name (Business Name: Breck School,Incorporated) 1914-09-23
Original Filing - Nonprofit Corporation (Domestic) 1886-12-09
Nonprofit Corporation (Domestic) Business Name (Business Name: Breck Mission and Farm School) 1886-12-09

Related by officers

Allison O'Toole

Second Harvest Heartland

Related by address

123 Ottawa Ave N, Golden Valley, MN 55422, USA

Chartwells School Dining Services

Date of last update: 28 Dec 2024

Sources: Minnesota's Official State Website

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