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FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 401k Plan overview

Plan NameFIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST
Plan identification number 501

FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

FIRST WESTERN BANK & TRUST has sponsored the creation of one or more 401k plans.

Company Name:FIRST WESTERN BANK & TRUST
Employer identification number (EIN):450279825
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-01-01
5012016-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01GAYLA KITTELSON2013-10-15
5012011-01-01GAYLA KITTELSON2012-06-07
5012010-01-01GAYLA KITTELSON2012-01-03
5012009-01-01GAYLA KITTELSON2012-01-03
5012008-01-01GAYLA KITTELSON
5012006-01-01GAYLA KITTELSON
5012005-01-01GAYLA KITTELSON
5012004-01-01GAYLA KITTELSON
5011999-01-01GAYLA KITTELSON
5011998-01-01GAYLA KITTELSON
5011997-01-01GAYLA KITTELSON
5011995-01-01GAYLA KITTELSON

Plan Statistics for FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST

401k plan membership statisitcs for FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST

Measure Date Value
2017: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01113
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Total of all active and inactive participants2017-01-01120
2016: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01113
Total of all active and inactive participants2016-01-01113
Total participants2016-01-01113
2008: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2008 401k membership
Total participants, beginning-of-year2008-01-0195
Total number of active participants reported on line 7a of the Form 55002008-01-0194
Number of retired or separated participants receiving benefits2008-01-011
Total of all active and inactive participants2008-01-0195
2006: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-0197
Total number of active participants reported on line 7a of the Form 55002006-01-0196
Number of retired or separated participants receiving benefits2006-01-012
Total of all active and inactive participants2006-01-0198
2005: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-0199
Total number of active participants reported on line 7a of the Form 55002005-01-0195
Number of retired or separated participants receiving benefits2005-01-012
Total of all active and inactive participants2005-01-0197
2004: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2004 401k membership
Total participants, beginning-of-year2004-01-0190
Total number of active participants reported on line 7a of the Form 55002004-01-0196
Number of retired or separated participants receiving benefits2004-01-013
Total of all active and inactive participants2004-01-0199
1999: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1999 401k membership
Total participants, beginning-of-year1999-01-0160
Total number of active participants reported on line 7a of the Form 55001999-01-0165
Number of retired or separated participants receiving benefits1999-01-010
Total of all active and inactive participants1999-01-0165
1998: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1998 401k membership
Total participants, beginning-of-year1998-01-0168
Total number of active participants reported on line 7a of the Form 55001998-01-0160
Number of retired or separated participants receiving benefits1998-01-010
Total of all active and inactive participants1998-01-0160
1997: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1997 401k membership
Total participants, beginning-of-year1997-01-0164
Total number of active participants reported on line 7a of the Form 55001997-01-0168
Number of retired or separated participants receiving benefits1997-01-010
Total of all active and inactive participants1997-01-0168
1995: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1995 401k membership
Total participants, beginning-of-year1995-01-0152
Total number of active participants reported on line 7a of the Form 55001995-01-0158
Number of retired or separated participants receiving benefits1995-01-010
Total of all active and inactive participants1995-01-0158

Financial Data on FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST

Measure Date Value
2017 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$404
Total unrealized appreciation/depreciation of assets2017-12-31$404
Total income from all sources (including contributions)2017-12-31$1,759,183
Total of all expenses incurred2017-12-31$1,875,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,760,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,753,358
Value of total assets at end of year2017-12-31$196,018
Value of total assets at beginning of year2017-12-31$312,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,573
Total interest from all sources2017-12-31$1,620
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$576,728
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,610
Administrative expenses (other) incurred2017-12-31$115,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-116,804
Value of net assets at end of year (total assets less liabilities)2017-12-31$196,018
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$312,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$196,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$312,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$312,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,620
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,760,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,171,020
Income. Dividends from common stock2017-12-31$3,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$980
Total unrealized appreciation/depreciation of assets2016-12-31$980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,720,739
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,718,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,718,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,716,934
Value of total assets at end of year2016-12-31$312,822
Value of total assets at beginning of year2016-12-31$310,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$490
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
Value of fidelity bond cover2016-12-31$8,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$576,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,937
Value of net assets at end of year (total assets less liabilities)2016-12-31$312,822
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$310,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$312,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$310,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$310,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$490
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,718,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,140,182
Income. Dividends from common stock2016-12-31$2,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2008 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2008 401k financial data
Total income from all sources2008-12-31$840,931
Expenses. Total of all expenses incurred2008-12-31$861,298
Benefits paid (including direct rollovers)2008-12-31$861,298
Total plan assets at end of year2008-12-31$216,914
Total plan assets at beginning of year2008-12-31$237,281
Total contributions received or receivable from participants2008-12-31$275,079
Other income received2008-12-31$7,357
Net income (gross income less expenses)2008-12-31$-20,367
Net plan assets at end of year (total assets less liabilities)2008-12-31$216,914
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$237,281
Total contributions received or receivable from employer(s)2008-12-31$558,495
2007 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2007 401k financial data
Total income from all sources2007-12-31$887,129
Expenses. Total of all expenses incurred2007-12-31$769,538
Benefits paid (including direct rollovers)2007-12-31$769,538
Total plan assets at end of year2007-12-31$237,281
Total plan assets at beginning of year2007-12-31$119,690
Total contributions received or receivable from participants2007-12-31$288,136
Contributions received from other sources (not participants or employers)2007-12-31$1,970
Other income received2007-12-31$12,021
Net income (gross income less expenses)2007-12-31$117,591
Net plan assets at end of year (total assets less liabilities)2007-12-31$237,281
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$119,690
Total contributions received or receivable from employer(s)2007-12-31$585,002
2006 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2006 401k financial data
Total income from all sources2006-12-31$715,330
Expenses. Total of all expenses incurred2006-12-31$684,959
Benefits paid (including direct rollovers)2006-12-31$684,959
Total plan assets at end of year2006-12-31$119,690
Total plan assets at beginning of year2006-12-31$89,319
Total contributions received or receivable from participants2006-12-31$231,522
Contributions received from other sources (not participants or employers)2006-12-31$8,743
Other income received2006-12-31$5,004
Net income (gross income less expenses)2006-12-31$30,371
Net plan assets at end of year (total assets less liabilities)2006-12-31$119,690
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$89,319
Total contributions received or receivable from employer(s)2006-12-31$470,061
2005 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2005 401k financial data
Total income from all sources2005-12-31$780,086
Expenses. Total of all expenses incurred2005-12-31$752,753
Benefits paid (including direct rollovers)2005-12-31$752,753
Total plan assets at end of year2005-12-31$89,319
Total plan assets at beginning of year2005-12-31$61,986
Total contributions received or receivable from participants2005-12-31$254,751
Contributions received from other sources (not participants or employers)2005-12-31$6,797
Other income received2005-12-31$1,315
Net income (gross income less expenses)2005-12-31$27,333
Net plan assets at end of year (total assets less liabilities)2005-12-31$89,319
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$61,986
Total contributions received or receivable from employer(s)2005-12-31$517,223
2004 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2004 401k financial data
Total income from all sources2004-12-31$599,812
Expenses. Total of all expenses incurred2004-12-31$654,579
Benefits paid (including direct rollovers)2004-12-31$654,579
Total plan assets at end of year2004-12-31$61,986
Total plan assets at beginning of year2004-12-31$116,753
Total contributions received or receivable from participants2004-12-31$195,988
Contributions received from other sources (not participants or employers)2004-12-31$4,276
Other income received2004-12-31$1,634
Net income (gross income less expenses)2004-12-31$-54,767
Net plan assets at end of year (total assets less liabilities)2004-12-31$61,986
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$116,753
Total contributions received or receivable from employer(s)2004-12-31$397,914
2003 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2003 401k financial data
Total income from all sources2003-12-31$526,923
Expenses. Total of all expenses incurred2003-12-31$544,849
Benefits paid (including direct rollovers)2003-12-31$544,849
Total plan assets at end of year2003-12-31$116,753
Total plan assets at beginning of year2003-12-31$134,679
Total contributions received or receivable from participants2003-12-31$169,558
Contributions received from other sources (not participants or employers)2003-12-31$8,957
Other income received2003-12-31$4,152
Net income (gross income less expenses)2003-12-31$-17,926
Net plan assets at end of year (total assets less liabilities)2003-12-31$116,753
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$134,679
Total contributions received or receivable from employer(s)2003-12-31$344,256
2002 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2002 401k financial data
Total income from all sources2002-12-31$440,966
Expenses. Total of all expenses incurred2002-12-31$419,203
Benefits paid (including direct rollovers)2002-12-31$419,203
Total plan assets at end of year2002-12-31$134,679
Total plan assets at beginning of year2002-12-31$112,916
Total contributions received or receivable from participants2002-12-31$143,293
Contributions received from other sources (not participants or employers)2002-12-31$1,338
Other income received2002-12-31$5,408
Net income (gross income less expenses)2002-12-31$21,763
Net plan assets at end of year (total assets less liabilities)2002-12-31$134,679
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$112,916
Total contributions received or receivable from employer(s)2002-12-31$290,927
2001 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2001 401k financial data
Total income from all sources2001-12-31$330,362
Expenses. Total of all expenses incurred2001-12-31$371,807
Benefits paid (including direct rollovers)2001-12-31$371,807
Total plan assets at end of year2001-12-31$112,916
Total plan assets at beginning of year2001-12-31$154,361
Total contributions received or receivable from participants2001-12-31$105,411
Contributions received from other sources (not participants or employers)2001-12-31$1,122
Other income received2001-12-31$9,814
Net income (gross income less expenses)2001-12-31$-41,445
Net plan assets at end of year (total assets less liabilities)2001-12-31$112,916
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$154,361
Total contributions received or receivable from employer(s)2001-12-31$214,015
2000 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2000 401k financial data
Total income from all sources2000-12-31$302,253
Expenses. Total of all expenses incurred2000-12-31$280,831
Benefits paid (including direct rollovers)2000-12-31$263,613
Total plan assets at end of year2000-12-31$154,361
Total plan assets at beginning of year2000-12-31$132,939
Total contributions received or receivable from participants2000-12-31$97,857
Contributions received from other sources (not participants or employers)2000-12-31$563
Other income received2000-12-31$5,154
Net income (gross income less expenses)2000-12-31$21,422
Net plan assets at end of year (total assets less liabilities)2000-12-31$154,361
Net plan assets at beginning of year (total assets less liabilities)2000-12-31$132,939
Total contributions received or receivable from employer(s)2000-12-31$198,679
Expenses. Administrative service providers (salaries,fees and commissions)2000-12-31$17,218
1999 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1999 401k financial data
Total income from all sources1999-12-31$255,817
Expenses. Total of all expenses incurred1999-12-31$268,232
Benefits paid (including direct rollovers)1999-12-31$268,232
Total plan assets at end of year1999-12-31$132,939
Total plan assets at beginning of year1999-12-31$145,354
Total contributions received or receivable from participants1999-12-31$83,064
Contributions received from other sources (not participants or employers)1999-12-31$686
Other income received1999-12-31$3,421
Net income (gross income less expenses)1999-12-31$-12,415
Net plan assets at end of year (total assets less liabilities)1999-12-31$132,939
Net plan assets at beginning of year (total assets less liabilities)1999-12-31$145,354
Total contributions received or receivable from employer(s)1999-12-31$168,646
1998 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1998 401k financial data
Total income from all sources1998-12-31$269,986
Expenses. Total of all expenses incurred1998-12-31$275,590
Benefits paid (including direct rollovers)1998-12-31$275,590
Total plan assets at end of year1998-12-31$145,354
Total plan assets at beginning of year1998-12-31$150,958
Total contributions received or receivable from participants1998-12-31$85,010
Other income received1998-12-31$12,380
Net income (gross income less expenses)1998-12-31$-5,604
Net plan assets at end of year (total assets less liabilities)1998-12-31$145,354
Net plan assets at beginning of year (total assets less liabilities)1998-12-31$150,958
Total contributions received or receivable from employer(s)1998-12-31$172,596
1997 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1997 401k financial data
Total income from all sources1997-12-31$328,715
Expenses. Total of all expenses incurred1997-12-31$336,165
Benefits paid (including direct rollovers)1997-12-31$336,165
Total plan assets at end of year1997-12-31$150,958
Total plan assets at beginning of year1997-12-31$158,408
Total contributions received or receivable from participants1997-12-31$105,739
Other income received1997-12-31$8,294
Net income (gross income less expenses)1997-12-31$-7,450
Net plan assets at end of year (total assets less liabilities)1997-12-31$150,958
Net plan assets at beginning of year (total assets less liabilities)1997-12-31$158,408
Total contributions received or receivable from employer(s)1997-12-31$214,682
1996 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1996 401k financial data
Total income from all sources1996-12-31$312,005
Expenses. Total of all expenses incurred1996-12-31$363,362
Benefits paid (including direct rollovers)1996-12-31$363,362
Total plan assets at end of year1996-12-31$158,408
Total plan assets at beginning of year1996-12-31$209,765
Total contributions received or receivable from participants1996-12-31$97,279
Other income received1996-12-31$17,219
Net income (gross income less expenses)1996-12-31$-51,357
Net plan assets at end of year (total assets less liabilities)1996-12-31$158,408
Net plan assets at beginning of year (total assets less liabilities)1996-12-31$209,765
Total contributions received or receivable from employer(s)1996-12-31$197,507
1995 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1995 401k financial data
Total income from all sources1995-12-31$265,486
Expenses. Total of all expenses incurred1995-12-31$212,315
Benefits paid (including direct rollovers)1995-12-31$212,315
Total plan assets at end of year1995-12-31$209,765
Total plan assets at beginning of year1995-12-31$156,594
Total contributions received or receivable from participants1995-12-31$83,878
Other income received1995-12-31$11,309
Net income (gross income less expenses)1995-12-31$53,171
Net plan assets at end of year (total assets less liabilities)1995-12-31$209,765
Net plan assets at beginning of year (total assets less liabilities)1995-12-31$156,594
Total contributions received or receivable from employer(s)1995-12-31$170,299
1994 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1994 401k financial data
Total income from all sources1994-12-31$285,002
Expenses. Total of all expenses incurred1994-12-31$276,263
Benefits paid (including direct rollovers)1994-12-31$276,263
Total plan assets at end of year1994-12-31$156,594
Total plan assets at beginning of year1994-12-31$147,855
Total contributions received or receivable from participants1994-12-31$92,068
Other income received1994-12-31$6,009
Net income (gross income less expenses)1994-12-31$8,739
Net plan assets at end of year (total assets less liabilities)1994-12-31$156,594
Net plan assets at beginning of year (total assets less liabilities)1994-12-31$147,855
Total contributions received or receivable from employer(s)1994-12-31$186,925
1993 : FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1993 401k financial data
Total income from all sources1993-12-31$147,855
Total plan assets at end of year1993-12-31$147,855
Total plan assets at beginning of year1993-12-31$0
Net income (gross income less expenses)1993-12-31$147,855
Net plan assets at end of year (total assets less liabilities)1993-12-31$147,855
Net plan assets at beginning of year (total assets less liabilities)1993-12-31$0
Total contributions received or receivable from employer(s)1993-12-31$147,855

Form 5500 Responses for FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST

2017: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2008: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2006: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement – InsuranceYes
2006-01-01Plan benefit arrangement - TrustYes
2005: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement – InsuranceYes
2005-01-01Plan benefit arrangement - TrustYes
2004: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement – InsuranceYes
2004-01-01Plan benefit arrangement - TrustYes
1999: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Plan funding arrangement – InsuranceYes
1999-01-01Plan funding arrangement – TrustYes
1999-01-01Plan benefit arrangement – InsuranceYes
1999-01-01Plan benefit arrangement - TrustYes
1998: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Plan funding arrangement – InsuranceYes
1998-01-01Plan funding arrangement – TrustYes
1998-01-01Plan benefit arrangement – InsuranceYes
1998-01-01Plan benefit arrangement - TrustYes
1997: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1997 form 5500 responses
1997-01-01Type of plan entitySingle employer plan
1997-01-01Plan funding arrangement – InsuranceYes
1997-01-01Plan funding arrangement – TrustYes
1997-01-01Plan benefit arrangement – InsuranceYes
1997-01-01Plan benefit arrangement - TrustYes
1995: FIRST WESTERN BANK AND TRUST EMPLOYEE FLEXIBLE BENEFITS TRUST 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01Plan funding arrangement – InsuranceYes
1995-01-01Plan funding arrangement – TrustYes
1995-01-01Plan benefit arrangement – InsuranceYes
1995-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229
Policy instance 2
Insurance contract or identification number10229
Number of Individuals Covered336
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,216
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,216
Insurance broker organization code?3
Insurance broker nameMIDDAUGH & ASSOCIATES
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number19369
Policy instance 1
Insurance contract or identification number19369
Number of Individuals Covered281
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $120,487
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $663,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $120,487
Insurance broker organization code?3
Insurance broker nameMIDDAUGH & ASSOCIATES
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered95
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered95
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered98
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered97
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered99
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered90
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered70
Insurance policy start date2002-01-01
Insurance policy end date2002-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered71
Insurance policy start date2001-01-01
Insurance policy end date2001-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered65
Insurance policy start date2000-01-01
Insurance policy end date2000-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered65
Insurance policy start date1999-01-01
Insurance policy end date1999-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered60
Insurance policy start date1998-01-01
Insurance policy end date1998-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered68
Insurance policy start date1997-01-01
Insurance policy end date1997-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered64
Insurance policy start date1996-01-01
Insurance policy end date1996-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered58
Insurance policy start date1995-01-01
Insurance policy end date1995-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered52
Insurance policy start date1994-01-01
Insurance policy end date1994-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF NORTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 55891 )
Policy contract number10229+
Policy instance 1
Insurance contract or identification number10229+
Number of Individuals Covered52
Insurance policy start date1993-01-01
Insurance policy end date1993-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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