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Westerly Community Credit Union

Company Details

Name: Westerly Community Credit Union
Jurisdiction: Rhode Island
Entity type: Credit Union
Status: Activ
Date of Organization in Rhode Island: 23 Jun 1948 (77 years ago)
Identification Number: 000271646
Purpose: CREDIT UNION

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2023 050255222 2024-06-03 WESTERLY COMMUNITY CREDIT UNION 109
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015157187
Plan sponsor’s address 4979 TOWER HILL RD., WAKEFIELD, RI, 02879

Signature of
Role Plan administrator
Date 2024-06-03
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-03
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 050255222 2024-09-23 WESTERLY COMMUNITY CREDIT UNION 60
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 4979 TOWER HILL RD, WAKEFIELD, RI, 02879

Signature of
Role Plan administrator
Date 2024-09-23
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-23
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 050255222 2024-11-05 WESTERLY COMMUNITY CREDIT UNION 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 4979 TOWER HILL RD, WAKEFIELD, RI, 02879

Signature of
Role Plan administrator
Date 2024-11-05
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-11-05
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 050255222 2023-09-25 WESTERLY COMMUNITY CREDIT UNION 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 4979 TOWER HILL RD, WAKEFIELD, RI, 02879

Signature of
Role Plan administrator
Date 2023-09-25
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-25
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2022 050255222 2023-04-18 WESTERLY COMMUNITY CREDIT UNION 89
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015157187
Plan sponsor’s address 4979 TOWER HILL RD., WAKEFIELD, RI, 02879

Signature of
Role Plan administrator
Date 2023-04-18
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-18
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2021 050255222 2022-09-29 WESTERLY COMMUNITY CREDIT UNION 83
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015157187
Plan sponsor’s address 4979 TOWER HILL RD., WAKEFIELD, RI, 02879

Signature of
Role Plan administrator
Date 2022-09-29
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-29
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 050255222 2022-10-06 WESTERLY COMMUNITY CREDIT UNION 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 4979 TOWER HILL RD, WAKEFIELD, RI, 02879

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-06
Name of individual signing ALYCIA MARANDOLA
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST 2020 050255222 2021-10-12 WESTERLY COMMUNITY CREDIT UNION 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4016374406
Plan sponsor’s address 15 GRAY LANE, SUITE 101, ASHAWAY, RI, 028041210

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing NICOLE GROVER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing NICOLE GROVER
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 050255222 2021-10-12 WESTERLY COMMUNITY CREDIT UNION 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2021-10-12
Name of individual signing NICOLE GROVER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-12
Name of individual signing NICOLE GROVER
Valid signature Filed with authorized/valid electronic signature
WESTERLY COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 050255222 2020-10-14 WESTERLY COMMUNITY CREDIT UNION 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2020/07/01/20200701104316NAL0010716784001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4016374406
Plan sponsor’s address 15 GRAY LANE, SUITE 101, ASHAWAY, RI, 028041210

Signature of
Role Plan administrator
Date 2020-07-01
Name of individual signing NIKKI BENKO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-01
Name of individual signing NIKKI BENKO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/07/08/20190708103505P040250616957001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4016374406
Plan sponsor’s address 15 GRAY LANE, SUITE 101, ASHAWAY, RI, 028041210

Signature of
Role Plan administrator
Date 2019-07-08
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-08
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/07/24/20190724085306P030373546327001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-24
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/10/05/20181005110944P030221929287001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2018-10-05
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-05
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/05/25/20180525120210P040089980375001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4016374406
Plan sponsor’s address 15 GRAY LANE, SUITE 101, ASHAWAY, RI, 028041210

Signature of
Role Plan administrator
Date 2018-05-25
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-25
Name of individual signing NICOLE BENKO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/06/08/20170608120623P040064636113001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2017-06-08
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-08
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/10/05/20171005104821P030176143367001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2017-10-05
Name of individual signing NIKKI BENKO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-05
Name of individual signing NIKKI BENKO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/08/09/20160809134743P040006053847001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2016-08-09
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-09
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/09/16/20160916123647P040031729255001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2016-09-16
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-09-16
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/06/20151006064127P040029256615001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/10/06/20151006123934P030030379799001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-06
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/10/10/20141010080200P040015646255001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2014-10-10
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-10
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/30/20140730091634P030020776223001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2014-07-30
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-30
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/14/20131014185318P040014344677001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/10/15/20131015111528P030039054675001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Signature of
Role Plan administrator
Date 2013-10-15
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-15
Name of individual signing ROBERT FALSO
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/10/08/20121008103124P040000696454001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2012-10-08
Name of individual signing NANCY LOU KINIRONS WHITACRE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/13/20120713084809P030003032434001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2012-07-13
Name of individual signing NANCY LOU KINIRONS WHITACRE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/10/03/20111003142610P040145171025001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE STREET, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE STREET, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2011-10-03
Name of individual signing NANCY LOU KINIRONS WHITACRE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/08/26/20100826133219P030156268258001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1968-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE ST, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE ST, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2010-08-26
Name of individual signing NANCY LOU KINIRONS WHITACRE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/27/20100727151423P040019111268001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 522130
Sponsor’s telephone number 4015967000
Plan sponsor’s address 122 GRANITE ST, WESTERLY, RI, 02891

Plan administrator’s name and address
Administrator’s EIN 050255222
Plan administrator’s name WESTERLY COMMUNITY CREDIT UNION
Plan administrator’s address 122 GRANITE ST, WESTERLY, RI, 02891
Administrator’s telephone number 4015967000

Signature of
Role Plan administrator
Date 2010-07-27
Name of individual signing NANCY LOU KINIRONS WHITACRE
Valid signature Filed with authorized/valid electronic signature

Filings

Number Name File Date
200701658900 Articles of Amendment 1970-10-23
200701658810 Articles of Amendment 1951-02-23
200701657390 Articles of Incorporation 1948-06-23

Related by officers

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Related by address

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Date of last update: 11 Oct 2024

Sources: Rhode Island Department of State

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