Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE WASHINGTON TRUST COMPANY, OF WESTERLY
EIN 05-0235370bankingLatest filing 2024
Plans
3
Retirement
2
$224.7M assets
Welfare
1
$7.5M premiums
Participants
1,774
P.O. BOX 512, 23 BROAD STREET - WESTERLY, RI 02891401-348-1200washtrust.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $224.7M assets / 1,135 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.5M premiums / 1,037 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.7M
- Vision$6.7M
- Prescription drug$6.7M
- Dental$464K
- Life$329K
- Short-term disability$329K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DELTA DENTAL OF CALIFORNIA6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE WASHINGTON TRUST COMPANY 401(K) PLAN
401k
Assets$143.0M
Participants804
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE WASHINGTON TRUST COMPANY PENSION PLAN
TraditionalDB
Assets$81.7M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE WASHINGTON TRUST WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$7.5M
Covered lives1,037
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE WASHINGTON TRUST COMPANY 401(K) PLAN | 401k | $143.0M | 804 | 2024 | |
| 001 | THE WASHINGTON TRUST COMPANY PENSION PLAN | TraditionalDB | $81.7M | 331 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE WASHINGTON TRUST WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $7.5M | 1,037 | 2024 |
Retirement plans
Welfare plans