Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$99K
- Short-term disability$65K
- Life$58K
- Vision$46K
- Long-term disability$45K
- Other$9K
Sponsor portfolioTH
FIRST WESTERN BANK AND TRUST
EIN 45-0279825bankingLatest filing 2025
Plans
2
Retirement
1
$43.7M assets
Welfare
1
$322K premiums
Participants
774
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $322K premiums / 539 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA55%
- DELTA DENTAL OF CALIFORNIA31%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- HEALTH VENTURES NETWORK5%
Broker market share
Schedule A broker compensation
90%top
- FIRST WESTERN INSURANCE90%
- FIRST WESTERN BANK & TRUST10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FIRST WESTERN BANK & TRUST 401(K)
401k
Assets$43.7M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIRST WESTERN BANK AND TRUST FLEXIBLE BENEFITS PLA
Fully Insured - DELTA DENTAL OF MINNESOTA
Premiums$322K
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FIRST WESTERN BANK & TRUST 401(K) | 401k | $43.7M | 455 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIRST WESTERN BANK AND TRUST FLEXIBLE BENEFITS PLA | Fully Insured | DELTA DENTAL OF MINNESOTA | $322K | 539 | 2025 |
Retirement plans
Welfare plans