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WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 401k Plan overview

Plan NameWASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN
Plan identification number 502

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

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

WASHINGTON TRUST BANK has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON TRUST BANK
Employer identification number (EIN):910462347
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about WASHINGTON TRUST BANK

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1902-11-03
Company Identification Number: 328029965

More information about WASHINGTON TRUST BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022024-01-01KATHERINE SHIPMAN
5022023-01-01
5022023-01-01KATHERINE SHIPMAN
5022022-01-01
5022022-01-01KATHERINE SHIPMAN
5022021-01-01
5022021-01-01KATHERINE SHIPMAN
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2018-09-25
5022016-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2017-10-03
5022015-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2016-09-22
5022014-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2015-07-23
5022013-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2014-07-15
5022012-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2013-07-22
5022011-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2012-08-15
5022010-01-01KATHERINE SHIPMAN KATHERINE SHIPMAN2011-09-21
5022009-01-01BURKE JACKOWICH BURKE JACKOWICH2010-07-16

Plan Statistics for WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN

401k plan membership statisitcs for WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN

Measure Date Value
2023: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01960
Total number of active participants reported on line 7a of the Form 55002023-01-011,004
Number of retired or separated participants receiving benefits2023-01-0110
Total of all active and inactive participants2023-01-011,014
2022: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01918
Total number of active participants reported on line 7a of the Form 55002022-01-01960
Number of retired or separated participants receiving benefits2022-01-0110
Total of all active and inactive participants2022-01-01970
2021: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01862
Total number of active participants reported on line 7a of the Form 55002021-01-01918
Number of retired or separated participants receiving benefits2021-01-0110
Total of all active and inactive participants2021-01-01928
2020: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01858
Total number of active participants reported on line 7a of the Form 55002020-01-01862
Number of retired or separated participants receiving benefits2020-01-0110
Total of all active and inactive participants2020-01-01872
2019: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01867
Total number of active participants reported on line 7a of the Form 55002019-01-01858
Number of retired or separated participants receiving benefits2019-01-0110
Total of all active and inactive participants2019-01-01868
2018: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01843
Total number of active participants reported on line 7a of the Form 55002018-01-01867
Number of retired or separated participants receiving benefits2018-01-0110
Total of all active and inactive participants2018-01-01877
2017: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01779
Total number of active participants reported on line 7a of the Form 55002017-01-01833
Number of retired or separated participants receiving benefits2017-01-0110
Total of all active and inactive participants2017-01-01843
2016: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01788
Total number of active participants reported on line 7a of the Form 55002016-01-01812
Number of retired or separated participants receiving benefits2016-01-0110
Total of all active and inactive participants2016-01-01822
2015: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01799
Total number of active participants reported on line 7a of the Form 55002015-01-01788
Number of retired or separated participants receiving benefits2015-01-019
Total of all active and inactive participants2015-01-01797
2014: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01762
Total number of active participants reported on line 7a of the Form 55002014-01-01792
Number of retired or separated participants receiving benefits2014-01-017
Total of all active and inactive participants2014-01-01799
2013: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01709
Total number of active participants reported on line 7a of the Form 55002013-01-01757
Number of retired or separated participants receiving benefits2013-01-015
Total of all active and inactive participants2013-01-01762
2012: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01678
Total number of active participants reported on line 7a of the Form 55002012-01-01707
Number of retired or separated participants receiving benefits2012-01-012
Total of all active and inactive participants2012-01-01709
2011: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01657
Total number of active participants reported on line 7a of the Form 55002011-01-01673
Number of retired or separated participants receiving benefits2011-01-015
Total of all active and inactive participants2011-01-01678
2010: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01646
Total number of active participants reported on line 7a of the Form 55002010-01-01626
Number of retired or separated participants receiving benefits2010-01-0131
Total of all active and inactive participants2010-01-01657
2009: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01645
Total number of active participants reported on line 7a of the Form 55002009-01-01612
Number of retired or separated participants receiving benefits2009-01-0134
Total of all active and inactive participants2009-01-01646

Form 5500 Responses for WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN

2023: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: WASHINGTON TRUST BANK - MEDICAL, HOSPITAL, AND MAJOR MEDICAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1004807
Policy instance 3
Insurance contract or identification number1004807
Number of Individuals Covered1004
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,629
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 2
Insurance contract or identification numberWA435
Number of Individuals Covered136
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,524
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number07107865
Policy instance 1
Insurance contract or identification number07107865
Number of Individuals Covered999
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $3,864
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1004807
Policy instance 3
Insurance contract or identification number1004807
Number of Individuals Covered960
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,499
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 2
Insurance contract or identification numberWA435
Number of Individuals Covered132
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,615
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number07107865
Policy instance 1
Insurance contract or identification number07107865
Number of Individuals Covered944
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,690
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 2
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1004807
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number07107865
Policy instance 1
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1004807
Policy instance 4
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number07107865
Policy instance 2
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1004807
Policy instance 4
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 3
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number1004807
Policy instance 4
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 3
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
WILLAMETTE DENTAL OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 47050 )
Policy contract numberWA435
Policy instance 3
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-504807-9999
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 )
Policy contract number07107865
Policy instance 2

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