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Sponsor portfolioWelfare / HealthEIN 45-5639657
ESHARES, INC. DBA CARTA, INC.
333 BUSH STREET, FLOOR 23 · SAN FRANCISCO, CA 94104
6506698381
- Plans filed
- 1
- Years active
- 2018–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$16.2M
No prior year
Persons covered
1,880
No prior year
Total participants
1,109
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $15.5M | 31.8% | |
| Prescription drug | $15.5M | 31.8% | |
| Dental | $14.3M | 29.5% | |
| Vision | $666K | 1.4% | |
| Life | $666K | 1.4% | |
| Short-term disability | $666K | 1.4% | |
| Long-term disability | $666K | 1.4% | |
| Other | $666K | 1.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRxD | $14.3M | 88.7% | 1 | 1 | 1,880 |
EIN 941340523 | HRx | $1.2M | 7.2% | 1 | 1 | 153 |
EIN 135123390 | VLSTDLTDOth | $666K | 4.1% | 1 | 1 | 1,109 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LUMITY, INC. | SAN MATEO, CA | AETNA LIFE INSURANCE COMPANY | $237K | $16K | $253K | 72.1% | 1 |
| GCG FINANCIAL LLC | SAN FRANCISCO, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $0 | $98K | $98K | 27.9% | 1 |
History & trajectory
8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan