Independent Retirement Consulting
Portland, OR
Independent Retirement Consulting of Portland, OR is the broker of record on 10 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $3,682 in reported broker commissions (plan year 2025).
Quick answer
Independent Retirement Consulting (Portland, OR) is the broker of record for 5 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Independent Retirement Consulting have?
- Independent Retirement Consulting is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
- Who are Independent Retirement Consulting's largest employer clients?
- By plan participants, the largest include Weber Enterprises, Inc. Dba Eugene Taco Bell (659 participants), Shoestring Valley Holdings, Inc. (381 participants) and Jubitz Corporation (210 participants).
- How much does Independent Retirement Consulting earn in commissions?
- Insurers reported $3,682 in broker commissions and $25,207 in fees paid to Independent Retirement Consulting for plan year 2025, per Schedule A Part 1.
- Where is Independent Retirement Consulting located?
- Independent Retirement Consulting is based in Portland, OR and has employer clients in 2 states.
- How does Independent Retirement Consulting rank among benefits brokers in Oregon?
- Independent Retirement Consulting ranks #50 by employer clients among the 50 most active benefits brokers based in Oregon.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Independent Retirement Consulting on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Weber Enterprises, Inc. Dba Eugene Taco Bell | OR | 659 | 2025-12-31 |
| Shoestring Valley Holdings, Inc. | OR | 381 | 2025-12-31 |
| Jubitz Corporation | OR | 210 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.