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Sponsor portfolioTH

BRECK SCHOOL

EIN 41-0693894-education management-Latest filing 2025
Plans
4
Retirement
1
$113.9M assets
Welfare
3
$4.6M premiums
Participants
1,467
123 OTTAWA AVENUE NORTH - MINNEAPOLIS, MN 55422763-381-8217breckschool.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
4 filings
#001403b-$113.9M - 705 part#504Mixed-$4.5M - 519 lives#502Fully Insured-$67K - 347 lives#501Fully Insured-$53K - 347 lives

Benefits portfolio analytics

3 plans / $4.6M premiums / 1,213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.5M
  • Health$4.5M
  • Prescription drug$4.5M
  • Long-term disability$67K
  • Life$53K
Total $4.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • HEALTHPARTNERS INSURANCE COMPANY97%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $4.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $60K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRECK SCHOOL RETIREMENT PLAN

403b

Assets$113.9M
Participants705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BRECK SCHOOL MEDICAL AND DENTAL PLAN

Mixed - HEALTHPARTNERS ADMINISTRATORS, INC.

Premiums$4.5M
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BRECK SCHOOL DISABILITY INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$67K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BRECK SCHOOL LIFE AND ACCIDENT INSURANCE

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$53K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRECK SCHOOL RETIREMENT PLAN403b$113.9M7052024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BRECK SCHOOL MEDICAL AND DENTAL PLANMixedHEALTHPARTNERS ADMINISTRATORS, INC.$4.5M5192025
502BRECK SCHOOL DISABILITY INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$67K3472025
501BRECK SCHOOL LIFE AND ACCIDENT INSURANCEFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$53K3472025
Retirement plans
Welfare plans
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