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Benefits broker of record · TOWSON, MD

BOLTON PARTNERS INC

BOLTON PARTNERS INC of TOWSON, MD is named as the broker of record on 10 insurance contracts in public Form 5500 Schedule A filings.

One of 4 offices of BOLTON PARTNERS, INC..

Contracts brokered
10
Book size
$100k–1M
Office state
MD

10 contracts on file name BOLTON PARTNERS INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

BOLTON PARTNERS INC brokers 10 insured contracts for 9 employers, across 3 states, led by MD, OH, VA.

Stop-loss is the largest line (5 contracts), followed by dental (2), life (2), vision (1).

THE UNION LABOR LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 30%); METROPOLITAN LIFE INSURANCE COMPANY, EYEMED VISION CARE, GERBER LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 60% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

stop-loss 5 · dental 2 · life 2 · vision 1 · disability 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CMIDDLETOWN, OHMETROPOLITAN LIFE INSURANCE COMPANYDec 1FY2025
LEIDOS BIOMEDICAL RESEARCH, INC.FREDERICK, MDPRUDENTIAL INSURANCE COMPANY OF AMERICAJan 1FY2025
BD TEES H&W TRUST FD FOR IUOE L 99&99ABALTIMORE, MDTHE UNION LABOR LIFE INSURANCE COMPANYFeb 1FY2024
WAREHOUSE EMPLOYEES LOCAL NO. 570 TRUST FUNDBALTIMORE, MDULLICO LABOR LIFE INSURANCE COMPANYJan 1FY2024
INT'L ALLIANCE OF THEATRICAL STAGE EMPLOYEES - MOVING PICTURE MACHINESILVER SPRING, MDTHE UNION LABOR LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
4

more employers in BOLTON PARTNERS INC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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