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The Washington Trust Company, of Westerly

Headquarter

Company Details

Name: The Washington Trust Company, of Westerly
Jurisdiction: Rhode Island
Entity type: Bank
Status: Activ
Date of Organization in Rhode Island: 13 Mar 1902 (123 years ago)
Identification Number: 000040503
Purpose: BANKING SERVICES JANUARY SESSION 1902
Fictitious names: Halsey Associates (trading name, 2019-10-08 - )
Halsey Associates, Inc. (trading name, 2019-10-08 - )
Halsey Associates, Incorporated (trading name, 2019-10-08 - )
Washington Trust Wealth Management (trading name, 2015-07-17 - )
Washington Trust (trading name, 2015-07-17 - )
The Washington Trust Company (trading name, 2014-04-25 - )

Links between entities

Type Company Name Company Number State
Headquarter of The Washington Trust Company, of Westerly, FLORIDA F22000000245 FLORIDA
Headquarter of The Washington Trust Company, of Westerly, CONNECTICUT 1152142 CONNECTICUT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE WASHINGTON TRUST COMPANY 401(K) PLAN 2023 050235370 2024-09-12 THE WASHINGTON TRUST COMPANY, OF WESTERLY 773
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address P.O. BOX 512, 23 BROAD STREET, WESTERLY, RI, 02891
Plan sponsor’s address 8 UNION STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name THE WASHINGTON TRUST COMPANY, OF WESTERLY
Plan administrator’s address P.O. BOX 512, 23 BROAD STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 650
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 141
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 789
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 25

Signature of

Role Plan administrator
Date 2024-09-12
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401(K) PLAN 2022 050235370 2023-07-26 THE WASHINGTON TRUST COMPANY, OF WESTERLY 757
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address P.O. BOX 512, 23 BROAD STREET, WESTERLY, RI, 02891
Plan sponsor’s address 8 UNION STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name THE WASHINGTON TRUST COMPANY, OF WESTERLY
Plan administrator’s address 8 UNION STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 623
Retired or separated participants receiving benefits 7
Other retired or separated participants entitled to future benefits 143
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 764
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 29

Signature of

Role Plan administrator
Date 2023-07-26
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401(K) PLAN 2021 050235370 2022-07-21 THE WASHINGTON TRUST COMPANY, OF WESTERLY 725
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address P.O. BOX 512, 23 BROAD STREET, WESTERLY, RI, 02891
Plan sponsor’s address 8 UNION STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name THE WASHINGTON TRUST COMPANY, OF WESTERLY
Plan administrator’s address 8 UNION STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 602
Retired or separated participants receiving benefits 6
Other retired or separated participants entitled to future benefits 149
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 750
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 31

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401(K) PLAN 2020 050235370 2021-08-06 THE WASHINGTON TRUST COMPANY, OF WESTERLY 707
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address P.O. BOX 512, 23 BROAD STREET, WESTERLY, RI, 02891
Plan sponsor’s address 8 UNION STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name THE WASHINGTON TRUST COMPANY, OF WESTERLY
Plan administrator’s address 8 UNION STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 579
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 143
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 718
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 17

Signature of

Role Plan administrator
Date 2021-08-06
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401(K) PLAN 2019 050235370 2020-09-23 THE WASHINGTON TRUST COMPANY, OF WESTERLY 693
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address P.O. BOX 512, 23 BROAD STREET, WESTERLY, RI, 02891
Plan sponsor’s address 8 UNION STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name THE WASHINGTON TRUST COMPANY
Plan administrator’s address 8 UNION STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 565
Retired or separated participants receiving benefits 9
Other retired or separated participants entitled to future benefits 133
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 700
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 27

Signature of

Role Plan administrator
Date 2020-09-23
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST WELFARE PLAN 2012 050235370 2013-09-13 THE WASHINGTON TRUST COMPANY 594
File View Page
Three-digit plan number (PN) 502
Effective date of plan 1988-04-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address 23 BROAD STREET, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name THE WASHINGTON TRUST COMPANY
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 591
Retired or separated participants receiving benefits 32
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0

Signature of

Role Plan administrator
Date 2013-09-13
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-10
Name of individual signing MARIA JANES
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401K PLAN 2009 050235370 2011-03-22 THE WASHINGTON TRUST COMPANY 486
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address PO BOX 512, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name KRISTEN L. DISANTO
Plan administrator’s address 23 BROAD STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 465
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 392
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 39

Signature of

Role Plan administrator
Date 2011-03-22
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-03-18
Name of individual signing MARIA JANES
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401K PLAN 2009 050235370 2011-04-01 THE WASHINGTON TRUST COMPANY 486
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address PO BOX 512, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name KRISTEN L. DISANTO
Plan administrator’s address 23 BROAD STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 465
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 392
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 39

Signature of

Role Plan administrator
Date 2011-03-31
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-03-31
Name of individual signing MARIA JANES
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401K PLAN 2009 050235370 2011-04-28 THE WASHINGTON TRUST COMPANY 486
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address PO BOX 512, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name KRISTEN L. DISANTO
Plan administrator’s address 23 BROAD STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 465
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 392
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 39

Signature of

Role Plan administrator
Date 2011-04-28
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-04-28
Name of individual signing MARIA JANES
Valid signature Filed with authorized/valid electronic signature
THE WASHINGTON TRUST COMPANY 401K PLAN 2009 050235370 2011-03-18 THE WASHINGTON TRUST COMPANY 486
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address PO BOX 512, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name KRISTEN L. DISANTO
Plan administrator’s address 23 BROAD STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 465
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 392
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 39
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/09/15/20100915071416P070003488436001.pdf
Three-digit plan number (PN) 502
Effective date of plan 1988-04-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address P.O. BOX 512, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name THE WASHINGTON TRUST COMPANY
Plan administrator’s address P.O. BOX 512, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 514
Retired or separated participants receiving benefits 26
Other retired or separated participants entitled to future benefits 0

Signature of

Role Plan administrator
Date 2010-09-14
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-09-14
Name of individual signing MARIA JANES
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address PO BOX 512, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name KRISTEN L. DISANTO
Plan administrator’s address 23 BROAD STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 465
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 392
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 39

Signature of

Role Plan administrator
Date 2010-09-01
Name of individual signing KRISTEN DISANTO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-31
Name of individual signing MARIA JANES
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 002
Effective date of plan 1985-07-01
Business code 522110
Sponsor’s telephone number 4013481200
Plan sponsor’s mailing address PO BOX 512, WESTERLY, RI, 02891
Plan sponsor’s address 23 BROAD STREET, WESTERLY, RI, 02891

Plan administrator’s name and address

Administrator’s EIN 050235370
Plan administrator’s name KRISTEN L. DISANTO
Plan administrator’s address 23 BROAD STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4013481200

Number of participants as of the end of the plan year

Active participants 465
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 38
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 392
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 39

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA

President

Name Role Address
MARY E. NOONS President 23 BROAD STREET WESTERLY, RI 02891 USA

Events

Type Date Old Value New Value
Merged 2002-04-16 FIRST BANK AND TRUST COMPANY on The Washington Trust Company, of Westerly
Merged 1999-08-25 Pier Bank on The Washington Trust Company, of Westerly
Merged 1984-06-15 Southern Rhode Island Trust Company on The Washington Trust Company, of Westerly

Filings

Number Name File Date
202338588010 Miscellaneous Filing (No Fee) 2023-06-20
201923600320 Fictitious Business Name Statement 2019-10-08
201923600500 Fictitious Business Name Statement 2019-10-08
201923601200 Fictitious Business Name Statement 2019-10-08
201921371510 Articles of Merger 2019-09-25
201988125000 Miscellaneous Filing (No Fee) 2019-03-01
201866152870 Miscellaneous Filing (Fee Applicable) 2018-05-18
201740462530 Miscellaneous Filing (No Fee) 2017-04-10
201731224860 Fictitious Business Name Statement 2015-07-17
201731225100 Fictitious Business Name Statement 2015-07-17

Date of last update: 06 Oct 2024

Sources: Rhode Island Department of State