PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FIRST WESTERN FINANCIAL, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 37-1442266

FIRST WESTERN FINANCIAL, INC.

1900 16TH STREET, SUITE 1200 · DENVER, CO 802025251
3035318100
Plans filed
1
Years active
2015–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$507K
No prior year
Persons covered
294
No prior year
Total participants
294
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$507K
FIRST WESTERN FINANCIAL, INC.
Mixed294 covered·5 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$253K24.2%
Other$219K20.9%
Life$179K17.2%
Short-term disability$179K17.2%
Long-term disability$179K17.2%
Vision$36K3.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DOth
$287K56.5%12294
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$179K35.3%11294
VISION SERVICE PLAN
EIN 061227840
V
$36K7.1%11236
LIFESECURE INSURANCE COMPANY
EIN 750956156
Oth
$5K1.1%11294

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
IMA, INC.DENVER, COCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY$39K$2K$41K87.5%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$5K$5K11.3%1
LONG TERM CARE SOLUTIONS, INC.REDMOND, WALIFESECURE INSURANCE COMPANY$576$0$5761.2%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica