Form 5500 · Employee benefit plan · SAN FRANCISCO, CA
ESHARES, INC.
ESHARES, INC. of SAN FRANCISCO, CA insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is LUMITY INSURANCE SERVICES, INC.. Coverage is written through AETNA LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-5639657 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 2,029 people.
Reported premium across the insured contracts is $15,036,790, with $206,935 in disclosed broker commissions — about 1.4% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LUMITY INSURANCE SERVICES, INC. is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — AETNA LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC. and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA — with AETNA LIFE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental | 2,029 | December | $12,669,671 | $206,935 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 151 | December | $1,575,550 | $0 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Vision, Life, Disability | 1,225 | December | $791,569 | $0 |
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