Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$2.0M
Filings through .
Top hat
Mechanics Bank
EIN 94-0672780bankingLatest filing 2025
Plans
3
Retirement
2
$243.1M assets
Health & Benefits
1
$6.4M premiums
Participants
4,123
1111 CIVIC DRIVE, SUITE 200 - WALNUT CREEK, CA 94596925-482-8062mechanicsbank.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $243.1M assets / 2,805 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.4M premiums / 1,318 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.9M
- Prescription drug$4.9M
- Other$1.3M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MECHANICS BANK PROFIT SHARING/401(K) PLAN
401(k)
Assets$241.1M
Participants2,805
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE MECHANICS BANK RETIREMENT PLAN & TRUST
Traditional DB
Assets$2.0M
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MECHANICS BANK HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$6.4M
Covered lives1,318
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MECHANICS BANK PROFIT SHARING/401(K) PLAN | 401(k) | $241.1M | 2,805 | 2025 |
| #002 | THE MECHANICS BANK RETIREMENT PLAN & TRUST | Traditional DB | $2.0M | 0 | 2025 |
- #001 · 401(k) · 20252,805
- #002 · Traditional DB · 20250
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MECHANICS BANK HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $6.4M | 1,318 | 2025 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 20251,318
Retirement plans
Health & Benefits plans