Benefits brokerage · 4 offices
BOLTON PARTNERS, INC.
BOLTON PARTNERS, INC. is named as the broker of record on 29 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| BALTIMORE | MD | 14 |
| TOWSON | MD | 10 |
| BLUE BELL | PA | 5 |
| MT. LAUREL | NJ | 1 |
Book profile
BOLTON PARTNERS, INC. brokers 29 insured contracts for 22 employers, across 6 states, led by MD, NJ, NY.
Stop-loss is the largest line (12 contracts), followed by life (7), disability (4), health (3).
THE UNION LABOR LIFE INSURANCE COMPANY writes the most contracts in the book (6, about 21%); STANDARD INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY, GRANULAR INSURANCE COMPANY follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 45% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
stop-loss 12 · life 7 · disability 4 · health 3 · dental 2 · vision 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
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- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| BOARD OF TRUSTEES OF LABORERS DISTRICT COUNCIL HEALTH & WELFARE TRUST | COLUMBIA, MD | BALTIMORE, MD | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | Jun 1FY2025 |
| TRUSTEES OF MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH C | MIDDLETOWN, OH | TOWSON, MD | METROPOLITAN LIFE INSURANCE COMPANY | Dec 1FY2025 |
| LEIDOS BIOMEDICAL RESEARCH, INC. | FREDERICK, MD | TOWSON, MD | PRUDENTIAL INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| BD TEES H&W TRUST FD FOR IUOE L 99&99A | BALTIMORE, MD | TOWSON, MD | THE UNION LABOR LIFE INSURANCE COMPANY | Feb 1FY2024 |
| LEIDOS BIOMEDICAL RESEARCH, INC. | FREDERICK, MD | BALTIMORE, MD | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Jan 1FY2025 |
more employers in BOLTON PARTNERS, INC.'s book
See the full client list across every office, 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)