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  5. SIERRA FINANCIAL SERVICES, INC.

SIERRA FINANCIAL SERVICES, INC.

Company Details

Name: SIERRA FINANCIAL SERVICES, INC.
Jurisdiction: Colorado
Legal type: Domestic profit corporation
Status: Good Standing
Date of registration: 03 May 1995 (30 years ago)
Entity Number: 19951059021
ZIP code: 80021
County: Jefferson County
Place of Formation: COLORADO
Principal Address: 10901 W 120th Ave Ste 335 Broomfield CO 80021 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SIERRA FINANCIAL SERVICES INC LIFE INSURANCE 2014 841306818 2015-10-15 SIERRA FINANCIAL SERVICES 118
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522292
Sponsor’s telephone number 3035307770
Plan sponsor’s mailing address 365 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Plan sponsor’s address 365 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 841306818
Plan administrator’s name SIERRA FINANCIAL SERVICES
Plan administrator’s address 365 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Administrator’s telephone number 3035307770

Number of participants as of the end of the plan year
Active participants 117
SIERRA FINANCIAL SERVICES, INC LIFE INSURANCE 2013 841306818 2014-07-14 SIERRA FINANCIAL SERVICES 120
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522292
Sponsor’s telephone number 3035307770
Plan sponsor’s mailing address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Plan sponsor’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 841306818
Plan administrator’s name SIERRA FINANCIAL SERVICES
Plan administrator’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Administrator’s telephone number 3035307770

Number of participants as of the end of the plan year
Active participants 118
SIERRA FINANCIAL SERVICES, INC LIFE INSURANCE 2012 841306818 2013-09-25 SIERRA FINANCIAL SERVICES 116
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522292
Sponsor’s telephone number 3035307770
Plan sponsor’s mailing address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Plan sponsor’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 841306818
Plan administrator’s name SIERRA FINANCIAL SERVICES
Plan administrator’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021

Number of participants as of the end of the plan year
Active participants 120

Signature of
Role Plan administrator
Date 2013-09-25
Name of individual signing MARK ZEIDEN
Valid signature Filed with authorized/valid electronic signature
SIERRA FINANCIAL SERVICES, INC LIFE INSURANCE 2011 841306818 2012-07-02 SIERRA FINANCIAL SERVICES 111
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522292
Sponsor’s telephone number 3035307770
Plan sponsor’s mailing address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Plan sponsor’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 841306818
Plan administrator’s name SIERRA FINANCIAL SERVICES
Plan administrator’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Administrator’s telephone number 3035307770

Number of participants as of the end of the plan year
Active participants 116

Signature of
Role Plan administrator
Date 2012-07-02
Name of individual signing MARK ZEIDEN
Valid signature Filed with authorized/valid electronic signature
SIERRA FINANCIAL SERVICES, INC LIFE INSURANCE 2010 841306818 2011-09-20 SIERRA FINANCIAL SERVICES 119
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522292
Sponsor’s telephone number 3035307770
Plan sponsor’s mailing address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Plan sponsor’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 841306818
Plan administrator’s name SIERRA FINANCIAL SERVICES
Plan administrator’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021
Administrator’s telephone number 3035307770

Number of participants as of the end of the plan year
Active participants 111

Signature of
Role Plan administrator
Date 2011-09-20
Name of individual signing MARK ZEIDEN
Valid signature Filed with authorized/valid electronic signature
SIERRA FINANCIAL SERVICES, INC LIFE INSURANCE 2009 841306818 2010-09-20 SIERRA FINANCIAL SERVICES 0
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2009-01-01
Business code 522292
Sponsor’s telephone number 3035307770
Plan sponsor’s mailing address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOFIELD, CO, 80021
Plan sponsor’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOMFIELD, CO, 80021

Plan administrator’s name and address
Administrator’s EIN 841306818
Plan administrator’s name SIERRA FINANCIAL SERVICES
Plan administrator’s address 380 INTERLOCKEN CIRCLE, SUITE 800, BROOFIELD, CO, 80021
Administrator’s telephone number 3035307770

Number of participants as of the end of the plan year
Active participants 119
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2010-09-16
Name of individual signing TRACY ROGERS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Michael V. Anderson Agent 10901 W 120th Ave Ste 335 Broomfield CO 80021 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241439343 File Report 2024-04-23 2024-04-23 No data Principal address changed, Change in registered agent information
20241178429 Statement of Change Changing the Registered Agent Information 2024-02-13 2024-02-13 No data Registered agent information changed;Removed agent mailing address;
20241178395 Statement of Change Changing the Principal Office Address 2024-02-13 2024-02-13 No data Principal address changed;
20231434994 File Report 2023-04-25 2023-04-25 No data Principal address changed, Change in registered agent information
20221435614 File Report 2022-04-27 2022-04-27 No data No data
20211556666 Amend and Restate Articles of Incorporation for a Profit Corporation 2021-06-17 2021-06-17 No data No data
20211398611 File Report 2021-04-26 2021-04-26 No data Change of Registered Agent
20201515746 File Report 2020-06-15 2020-06-15 No data No data
20191457557 File Report 2019-05-31 2019-05-31 No data No data
20181417578 File Report 2018-05-24 2018-05-24 No data Change of Registered Agent / Change of Registered Agent Address

Related by officers

Michael V. Anderson

Interlocken Tax Services, LLC

Related by address

10901 W 120th Ave Ste 335 Broomfield CO 80021 US

Omni Financial Charity Foundation Interlocken Tax Services, LLC

Date of last update: 27 Jan 2025

Sources: Colorado's Secretary of State

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