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Form 5500 · Retirement plan · EUGENE, OR

WEBER ENTERPRISES, INC. DBA EUGENE TACO BELL

The filing calls this plan THE WEBER RETIREMENT PLAN.

WEBER ENTERPRISES, INC. DBA EUGENE TACO BELL of EUGENE, OR files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by TALCOTT RESOLUTION LIFE INSURANCE COMPANY and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-0594771 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
532
Contracts on file
2
Contract value
$230,643
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with TALCOTT RESOLUTION LIFE INSURANCE COMPANY.

The contracts held $230,643 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC0December—$0
TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC151December$230,643$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
WEBER ENTERPRISES, INC. DBA EUGENE TACO BELL
EIN 93-0594771
INDEPENDENT RETIREMENT CONSULTING,
Recordkeeping and information management · EIN 90-0451904
$5,465
paid directly by the plan
TRANSAMERICA LIFE INSURANCE COMPANY
Recordkeeping and information management · EIN 39-0989781
$3,821
paid directly by the plan
EMPOWER ANNUITY INSURANCE COMPANY
RECORDKEEPER · EIN 84-0467907
$1,782
paid directly by the plan
MESIROW FINANCIAL INC.
INVESTMENT ADVISORY · EIN 38-3194849
$432
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$5,246,738
Paid out in benefits
$601,132
Participants at the start of the year
532
Participants with account balances
151

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 90-0451904
INDEPENDENT RETIREMENT CONSULTING,
Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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