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  2. The Washington Trust Company, of Westerly
  • Retirement analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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The Washington Trust Company, of Westerly

EIN 05-0235370-banking-Latest filing 2025
Plans
3
Retirement
2
$262.4M assets
Health & Benefits
1
$7.9M premiums
Participants
1,650
P.O. BOX 512, 23 BROAD STREET - WESTERLY, RI 02891401-348-1200washtrust.comLinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401(k)-$180.6M - 851 part#001Traditional DB-$81.7M - 331 part#502Fully insured-$7.9M - 1,064 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $262.4M assets / 1,182 participants

Assets by plan

Share of aggregate retirement assets

  • TRUST COMPANY 401(K) (#002)$180.6M
  • TRUST COMPANY PENSION (#001)$81.7M
Total $262.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRUST COMPANY 401(K) (#002)851
  • TRUST COMPANY PENSION (#001)331
Total 1,182Select a row to open it

Benefits portfolio analytics

1 plan / $7.9M premiums / 1,064 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Vision$7.1M
  • Prescription drug$7.1M
  • Dental$487K
  • Life$369K
  • Short-term disability$369K
  • +2 more
Total $7.9M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

THE WASHINGTON TRUST COMPANY 401(K) PLAN

401(k)

Assets$180.6M
Participants851
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

THE WASHINGTON TRUST COMPANY PENSION PLAN

Traditional DB

Assets$81.7M
Participants331
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

THE WASHINGTON TRUST WELFARE PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$7.9M
Covered lives1,064
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THE WASHINGTON TRUST COMPANY 401(K) PLAN401(k)$180.6M8512025
#001THE WASHINGTON TRUST COMPANY PENSION PLANTraditional DB$81.7M3312024
  • THE WASHINGTON TRUST COMPANY 401(K) PLAN$180.6M
    #002 · 401(k) · 2025851
  • THE WASHINGTON TRUST COMPANY PENSION PLAN$81.7M
    #001 · Traditional DB · 2024331

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502THE WASHINGTON TRUST WELFARE PLANFully insuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$7.9M1,0642025
  • THE WASHINGTON TRUST WELFARE PLAN$7.9M
    #502 · Fully insured · BLUE CROSS BLUE SHIELD OF RHODE ISLAND · 20251,064
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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