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WESTOVER SCHOOL, INCORPORATED

Company Details

Entity Name: WESTOVER SCHOOL, INCORPORATED
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 04 Aug 1942 (Companies founded in August 1942)
Business ALEI: 0061355
Annual report due: 04 Aug 2025
NAICS code: 611110 - Elementary and Secondary Schools
Business address: 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States
Mailing address: 1237 WHITTEMORE RD, MIDDLEBURY, CT, United States, 06762
ZIP code: 06762 (Companies in New Haven, 06762)
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: rmatzinger@westoverschool.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2015 060646961 2017-04-10 WESTOVER SCHOOL INCORPORATED 97
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE ROAD, MIDDLEBURY, CT, 067620847

Signature of
Role Plan administrator
Date 2017-04-07
Name of individual signing KATHLEEN CHERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-07
Name of individual signing KATHLEEN CHERY
Valid signature Filed with authorized/valid electronic signature
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2015 060646961 2017-04-07 WESTOVER SCHOOL INCORPORATED 97
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE ROAD, MIDDLEBURY, CT, 067620847
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2014 060646961 2016-04-11 WESTOVER SCHOOL INCORPORATED 80
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE ROAD, MIDDLEBURY, CT, 067620847

Signature of
Role Plan administrator
Date 2016-04-11
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-11
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2013 060646961 2015-04-15 WESTOVER SCHOOL INCORPORATED 73
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE ROAD, MIDDLEBURY, CT, 067620847

Signature of
Role Plan administrator
Date 2015-04-14
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-15
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2012 060646961 2014-04-14 WESTOVER SCHOOL INCORPORATED 74
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 067620847

Signature of
Role Plan administrator
Date 2014-04-15
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-04-15
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2011 060646961 2013-05-15 WESTOVER SCHOOL INCORPORATED 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 067620847

Plan administrator’s name and address
Administrator’s EIN 060646961
Plan administrator’s name WESTOVER SCHOOL INCORPORATED
Plan administrator’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 067620847
Administrator’s telephone number 2035774515

Signature of
Role Plan administrator
Date 2013-05-15
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-15
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2010 060646961 2012-04-17 WESTOVER SCHOOL INCORPORATED 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 067620847

Plan administrator’s name and address
Administrator’s EIN 060646961
Plan administrator’s name WESTOVER SCHOOL INCORPORATED
Plan administrator’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 067620847
Administrator’s telephone number 2035774515

Signature of
Role Plan administrator
Date 2012-01-31
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-01-31
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2010 060646961 2011-04-18 WESTOVER SCHOOL INCORPORATED 56
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 067620847

Plan administrator’s name and address
Administrator’s EIN 060646961
Plan administrator’s name WESTOVER SCHOOL INCORPORATED
Plan administrator’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 067620847
Administrator’s telephone number 2035774515

Signature of
Role Plan administrator
Date 2011-04-18
Name of individual signing STEVEN LADD
Valid signature Filed with authorized/valid electronic signature
WESTOVER SCHOOL INCORPORATED RETIREMENT PLAN 2009 060646961 2011-04-18 WESTOVER SCHOOL INCORPORATED 56
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1964-09-19
Business code 611000
Sponsor’s telephone number 2035774515
Plan sponsor’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762

Plan administrator’s name and address
Administrator’s EIN 060646961
Plan administrator’s name WESTOVER SCHOOL INCORPORATED
Plan administrator’s address 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762
Administrator’s telephone number 2035774515

Signature of
Role Plan administrator
Date 2011-04-18
Name of individual signing STEPHEN LADD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Richard Matzinger Agent 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States +1 203-241-7931 rmatzinger@westoverschool.org 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States

Officer

Name Role Business address Phone E-Mail Residence address
Polly Fredlund Officer 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States No data No data 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States
Richard Matzinger Officer 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States +1 203-241-7931 rmatzinger@westoverschool.org 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States

Director

Name Role Business address Residence address
A. Kim Hoagland Director 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States 1237 WHITTEMORE RD, MIDDLEBURY, CT, 06762, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
ENHB.03053 Honey Bee Registration LAPSED LAPSED RENEWAL No data 2017-01-01 2017-12-31
INF.0000042 Infirmary Operated by an Educational Institution ACTIVE CURRENT No data 2023-07-01 2025-06-30
CHR.0059602-EXEMPT PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS ACTIVE CURRENT 2016-04-01 2016-04-01 No data

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012046348 2024-08-07 No data Annual Report Annual Report No data
BF-0011086436 2023-08-10 No data Annual Report Annual Report No data
BF-0010214684 2022-07-05 No data Annual Report Annual Report 2022
BF-0009809572 2021-07-05 No data Annual Report Annual Report No data
0006993407 2020-09-29 No data Annual Report Annual Report 2019
0006993409 2020-09-29 No data Annual Report Annual Report 2020
0006570311 2019-06-04 2019-06-04 Change of Agent Agent Change No data
0006569052 2019-06-04 No data Annual Report Annual Report 2018
0006569047 2019-06-04 No data Change of Business Address Business Address Change No data
0006239091 2018-08-29 No data Annual Report Annual Report 2017

Related by officers

No related officers

Related by address

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Date of last update: 11 Nov 2024

Sources: Connecticut's Official State Website

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