# Mechanics Bank Health & Welfare Plan
Source: https://planprovider.pro/companies/mechanics-bank-940672780-501

> Mechanics Bank's Health & Welfare plan: 1,439 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mechanics Bank

- **Sponsor EIN:** 940672780

- **Sponsor Address:** 1111 CIVIC DRIVE, SUITE 200, WALNUT CREEK, CA, 94596

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,439

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,439|$0|$0|$0|

| 2023|1,529|$0|$0|$0|

| 2022|1,808|$0|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ANTHEM BLUE CROSS LIFE AND HEALTH|Recordkeeper|$853,902|$927,220|$1,781,122|

| DELTA DENTAL OF CALIFORNIA|Recordkeeper|$144,668|—|$144,668|

| THE PRUDENTIAL INSURANCE CO. OF AM.|Recordkeeper|$44,709|—|$44,709|

| LOCKTON COMPANIES, LLC|Investment Advisor|$24,831|—|$24,831|

| COMPSYCH|Recordkeeper|—|$16,860|$16,860|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE PRUDENTIAL INSURANCE CO. OF AM.](https://planprovider.pro/provider/empower) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,012,190

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Mechanics Bank](https://planprovider.pro/companies/mechanics-bank-plan-001) — 1,484 participants

- [Westamerica Bancorporation](https://planprovider.pro/companies/westamerica-bancorporation-plan-004) — 641 participants

- [Silvergate Bank](https://planprovider.pro/companies/silvergate-bank-401k-plan) — 421 participants

- [Pcb Bank](https://planprovider.pro/companies/pcb-bank-401k-plan) — 376 participants

- [Ctbc Bank Corp. (Usa)](https://planprovider.pro/companies/ctbc-bank-corp-usa-952368050-501) — 358 participants

- [Plumas Bank](https://planprovider.pro/companies/plumas-bank-401k-plan) — 298 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mechanics-bank-940672780-501)

© 2026 PlanProvider.Pro