Form 5500 · Employee benefit plan · TOWSON, MD
BOLTON PARTNERS, INC.
Public Form 5500 records show how BOLTON PARTNERS, INC. (TOWSON, MD) structures its employee benefits. Its broker of record is BOLTON PARTNERS, INC. Coverage is written through STANDARD 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 52-1231144 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | Life | 122 | December | $2,887 |
| STANDARD INSURANCE COMPANY | Disability | 122 | December | $2,650 |
| STANDARD INSURANCE COMPANY | — | 122 | December | $1,357 |
Questions
Who is BOLTON PARTNERS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BOLTON PARTNERS, INC.'s broker of record is BOLTON PARTNERS, INC.
What insurance carrier does BOLTON PARTNERS, INC. use?
BOLTON PARTNERS, INC.'s benefit plan is written through STANDARD INSURANCE COMPANY, among 3 disclosed carriers.
When does BOLTON PARTNERS, INC.'s group plan renew?
The most recent Schedule A policy period for BOLTON PARTNERS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BOLTON PARTNERS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.