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Sponsor portfolioTH

WASHINGTON TRUST BANK

EIN 91-0462347-banking-Latest filing 2025
Plans
6
Retirement
1
$208.8M assets
Welfare
5
$3.1M premiums
Participants
5,756
PO BOX 2127 - SPOKANE, WA 992102127509-353-3863watrust.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
6 filings
#002401k-$208.8M - 1,678 part#502Fully Insured-$2.0M - 1,059 lives#507Fully Insured-$561K - 1,232 lives#504Fully Insured-$316K - 1,235 lives#510Fully Insured-$241K - 275 lives#506Self Funded-0 lives

Benefits portfolio analytics

5 plans / $3.1M premiums / 3,801 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Life$561K
  • Health$536K
  • Long-term disability$316K
  • Vision$233K
  • Other$19K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • DELTA DENTAL OF CALIFORNIA36%
  • STANDARD INSURANCE COMPANY36%
  • BLUE CROSS OF CALIFORNIA17%
  • VISION SERVICE PLAN8%
  • WILLAMETTE DENTAL INSURANCE, INC.3%
  • +1 more
Total $3.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • TERRY K ALLEN0%
  • LISA M HALL0%
  • HOLLY HALL0%
  • DANIEL J ERTZ0%
  • +3 more
Total $119K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WTB DEFINED CONTRIBUTION RETIREMENT AND 401(K) PLAN

401k

Assets$208.8M
Participants1,678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN

Fully Insured - DELTA DENTAL OF WASHINGTON

Premiums$2.0M
Covered lives1,059
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

WASHINGTON TRUST BANK TERM LIFE, AD & D, AND DEPENDENT LIFE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$561K
Covered lives1,232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WASHINGTON TRUST BANK LONG-TERM DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$316K
Covered lives1,235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

WASHINGTON TRUST BANK SUPPLEMENTAL INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$241K
Covered lives275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WASHINGTON TRUST BANK FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WTB DEFINED CONTRIBUTION RETIREMENT AND 401(K) PLAN401k$208.8M1,6782024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLANFully InsuredDELTA DENTAL OF WASHINGTON$2.0M1,0592025
507WASHINGTON TRUST BANK TERM LIFE, AD & D, AND DEPENDENT LIFE PLANFully InsuredSTANDARD INSURANCE COMPANY$561K1,2322025
504WASHINGTON TRUST BANK LONG-TERM DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$316K1,2352025
510WASHINGTON TRUST BANK SUPPLEMENTAL INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$241K2752025
506WASHINGTON TRUST BANK FLEXIBLE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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