Form 5500 · Employee benefit plan · PRESTON, WA
MECHATRONICS, INC.
The filing calls this plan MECHATRONICS, INC. DISABILITY PLAN.
MECHATRONICS, INC. of PRESTON, WA insures vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BROWN & BROWN INSURANCE SVCS., INC.. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-1283217 · plan 501 · plan year 2026, filed Sep 24, 2026
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How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering vision, life and disability; the largest, with SUN LIFE ASSURANCE COMPANY OF CANADA, covers 146 people.
The filing declares vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $111,150, with $15,311 in disclosed broker commissions — about 14% of premium.
The most recent policy period ended in March, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
BROWN & BROWN INSURANCE SVCS., INC. is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 146 | Apr 1, 2026 | $74,724 | $11,949 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | Life | 22 | Jul 1, 2026 | $22,595 | $2,475 |
| VISION SERVICE PLAN | Vision | 130 | Apr 1, 2026 | $13,831 | $887 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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