Form 5500 · Employee benefit plan · DENVER, CO
FIRST WESTERN FINANCIAL, INC.
FIRST WESTERN FINANCIAL, INC. of DENVER, CO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is IMA, INC.. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1442266 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 294 | December | $24,231 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 258 | December | $11,554 |
| VISION SERVICE PLAN | Vision | 223 | December | $1,569 |
| LIFESECURE INSURANCE COMPANY | — | — | December | $776 |
Questions
Who is FIRST WESTERN FINANCIAL, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, FIRST WESTERN FINANCIAL, INC.'s broker of record is IMA, INC..
What insurance carrier does FIRST WESTERN FINANCIAL, INC. use?
FIRST WESTERN FINANCIAL, INC.'s benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 4 disclosed carriers.
When does FIRST WESTERN FINANCIAL, INC.'s group plan renew?
The most recent Schedule A policy period for FIRST WESTERN FINANCIAL, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FIRST WESTERN FINANCIAL, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.