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  2. MECHATRONICS, INC.
Sponsor portfolio

MECHATRONICS, INC.

EIN 91-1283217-Latest filing 2025
Plans
3
Retirement
1
$15.6M assets
Welfare
2
$2.0M premiums
Participants
518
PO BOX 5012 - PRESTON, WA 98050425-222-5900
Plans on this EIN
3 filings
#001401k-$15.6M - 180 part#502Fully Insured-$1.9M - 207 lives#501Mixed-$107K - 131 lives

Benefits portfolio analytics

2 plans / $2.0M premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Life$93K
  • Other$93K
  • Short-term disability$68K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • WHITFIELDS UNITED INSURANCE AGENCIE1%
  • LISA R PETERS0%
  • RYAN G YOUNG0%
  • CHRISTOPHER ROBERT BERRY0%
  • +2 more
Total $112K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MECHATRONICS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$15.6M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MECHATRONICS, INC. MEDICAL BENEFITS PLAN

Fully Insured - REGENCE BLUESHIELD

Premiums$1.9M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MECHATRONICS, INC. DISABILITY PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$107K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MECHATRONICS, INC. 401(K) PROFIT SHARING PLAN401k$15.6M1802024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MECHATRONICS, INC. MEDICAL BENEFITS PLANFully InsuredREGENCE BLUESHIELD$1.9M2072025
501MECHATRONICS, INC. DISABILITY PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$107K1312025
Retirement plans
Welfare plans
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