PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Mechanics Bank
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Mechanics Bank

EIN 91-0186600-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$174.7M assets
Health & Benefits
1
$2.1M premiums
Participants
1,909
1111 CIVIC DR., SUITE 200 - WALNUT CREEK, CA 94596925-482-8062
Plans on this EIN
2 filings
#001401(k)-$174.7M - 1,909 part#502Fully insured-$2.1M - 643 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.1M premiums / 643 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Other$462K
  • Life$449K
  • Short-term disability$449K
  • Long-term disability$449K
  • +2 more
Total $2.1M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HOMESTREET, INC 401(K) SAVINGS PLAN

401(k)

Assets$174.7M
Participants1,909
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

HOMESTREET, INC. WELFARE BENEFITS PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.1M
Covered lives643
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HOMESTREET, INC 401(K) SAVINGS PLAN401(k)$174.7M1,9092025
  • HOMESTREET, INC 401(K) SAVINGS PLAN$174.7M
    #001 · 401(k) · 20251,909

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502HOMESTREET, INC. WELFARE BENEFITS PLANFully insuredKAISER FOUNDATION HEALTH PLAN, INC.$2.1M6432025
  • HOMESTREET, INC. WELFARE BENEFITS PLAN$2.1M
    #502 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025643
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica