Benefits broker of record · PORTLAND, OR
INDEPENDENT RETIREMENT CONSULTING
INDEPENDENT RETIREMENT CONSULTING of PORTLAND, OR is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
5 contracts on file name INDEPENDENT RETIREMENT CONSULTING as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
INDEPENDENT RETIREMENT CONSULTING brokers 5 insured contracts for 5 employers, across 2 states, led by OR, WA.
PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 60%); JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| KASO PLASTICS, INC. | VANCOUVER, WA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| WEBER ENTERPRISES, INC. DBA EUGENE TACO BELL | EUGENE, OR | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ADURO, LLC | REDMOND, WA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SHOESTRING VALLEY HOLDINGS INC. | PORTLAND, OR | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| JUBITZ CORPORATION | PORTLAND, OR | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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