The Washington Trust Company Pension Plan — Form 5500 plan (The Washington Trust Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Washington Trust Company Pension Plan is a benefit plan reported by The Washington Trust Company under EIN 05-0235370 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $81,720,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Washington Trust Company
- EIN
- 05-0235370
- Plan number
- 001
- Plan type
- 2
- Location
- Westerly, RI
- Latest filing year
- 2023
- Participants
- 343
- End-of-year plan assets
- $81,720,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 343 | H, C | 20250714164821NAL0001290689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,720,046
- Total liabilities (EOY)
- $49,666
- Net assets (EOY)
- $81,670,380
- Net assets (BOY)
- $78,850,429
Income & contributions
- Total income / additions
- $8,830,706
Expenses & distributions
- Benefits paid
- $5,139,168
- Administrative expenses
- $871,587
- Total expenses
- $6,010,755
- Net increase / (decrease)
- $2,819,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $787,245 | not reported in the loaded dataset | 2023 |
| Goodwin Procter Llp | ERISA LEGAL COUNSEL | $32,169 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | AUDITOR | $15,195 | not reported in the loaded dataset | 2023 |