Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$15.5M
- Prescription drug$15.5M
- Dental$14.3M
- Vision$666K
- Life$666K
- Short-term disability$666K
- +2 more
Filings through .
Eshares, Inc. Dba Carta Inc.
EIN 45-5639657Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$162.8M assets
Health & Benefits
1
$16.2M premiums
Participants
3,124
333 BUSH STREET FLOOR 23 STE 2300 - SAN FRANCISCO, CA 94101510-691-1631
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $16.2M premiums / 1,880 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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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
ESHARES, INC. 401(K) PLAN
401(k)
Assets$162.8M
Participants2,015
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ESHARES, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$16.2M
Covered lives1,880
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ESHARES, INC. 401(K) PLAN | 401(k) | $162.8M | 2,015 | 2025 |
- ESHARES, INC. 401(K) PLAN$162.8M#001 · 401(k) · 20252,015
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ESHARES, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $16.2M | 1,880 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 20251,880
Retirement plans
Health & Benefits plans