Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$253K
- Other$219K
- Life$179K
- Short-term disability$179K
- Long-term disability$179K
- Vision$36K
Sponsor portfolio
FIRST WESTERN FINANCIAL, INC.
EIN 37-1442266Latest filing 2025
Plans
2
Retirement
1
$33.9M assets
Welfare
1
$507K premiums
Participants
698
1900 16TH STREET, SUITE 1200 - DENVER, CO 802025251303-531-8100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $507K premiums / 294 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
- LIFE INSURANCE COMPANY OF NORTH AMERICA35%
- VISION SERVICE PLAN7%
- LIFESECURE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
88%top
- IMA, INC.88%
- WATCHTOWER TECHNOLOGIES INC11%
- LONG TERM CARE SOLUTIONS, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIRST WESTERN 401(K) PLAN
401k
Assets$33.9M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FIRST WESTERN FINANCIAL, INC.
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$507K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIRST WESTERN 401(K) PLAN | 401k | $33.9M | 404 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FIRST WESTERN FINANCIAL, INC. | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $507K | 294 | 2025 |
Retirement plans
Welfare plans