Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MECHANICS BANK
EIN 94-0672780bankingLatest filing 2024
Plans
3
Retirement
2
$222.0M assets
Welfare
1
$7.5M premiums
Participants
3,690
1111 CIVIC DRIVE - WALNUT CREEK, CA 94596925-482-8063mechanicsbank.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $222.0M assets / 2,220 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.5M premiums / 2,058 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.9M
- Prescription drug$5.9M
- Other$1.3M
- Life$1.3M
- Short-term disability$1.3M
- Long-term disability$1.3M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
79%top
- KAISER FOUNDATION HEALTH PLAN INC79%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA17%
- VISION SERVICE PLAN4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MECHANICS BANK PROFIT SHARING/401(K) PLAN
401k
Assets$214.6M
Participants2,220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE MECHANICS BANK RETIREMENT PLAN & TRUST
TraditionalDB
Assets$7.4M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MECHANICS BANK HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$7.5M
Covered lives2,058
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MECHANICS BANK PROFIT SHARING/401(K) PLAN | 401k | $214.6M | 2,220 | 2024 | |
| 002 | THE MECHANICS BANK RETIREMENT PLAN & TRUST | TraditionalDB | $7.4M | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MECHANICS BANK HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $7.5M | 2,058 | 2024 |
Retirement plans
Welfare plans