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
Sponsor portfolio
ESHARES, INC. DBA CARTA, INC.
EIN 45-5639657Latest filing 2025
Plans
2
Retirement
1
$129.0M assets
Welfare
1
$16.2M premiums
Participants
3,163
333 BUSH STREET, FLOOR 23, SUITE 2300 - SAN FRANCISCO, CA 94104650-669-8381
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $16.2M premiums / 1,880 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- AETNA LIFE INSURANCE COMPANY89%
- KAISER FOUNDATION HEALTH PLAN INC7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
72%top
- LUMITY, INC.72%
- GCG FINANCIAL LLC28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ESHARES, INC. 401(K) PLAN
401k
Assets$129.0M
Participants2,054
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESHARES, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$16.2M
Covered lives1,880
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ESHARES, INC. 401(K) PLAN | 401k | $129.0M | 2,054 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans