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Bolton Foundation

Press Release

Lyeng Ia Joins Bolton & Company

DECEMBER 2014: Lyeng Ia has joined Bolton & Company as Assistant Vice President in our Property & Casualty Division.

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Dave Miller Joins Bolton & Company

DECEMBER 2014: Dave Miller has joined Bolton & Company as Senior Vice President in our Property & Casualty Division, Santa Clara office.

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Jamie Gershon Joins Bolton & Company

DECEMBER 2014: Jamie Gershon has joined Bolton & Company as Senior Vice President in our Property & Casualty Division, Santa Clara office.

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Bolton & Company Opens Santa Clara Office

DECEMBER 2014: Bolton has opened an office in Santa Clara, CA, on Great America Parkway to serve its growing number of clients in Northern California...

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Industry News

Steve Brockmeyer Featured in Leader's Edge Magazine Jan/Feb 2015 - Bolton's President Steve Brockmeyer is featured in Leader's Edge magazine as the new Chairman for The CIAB. "The Council's new Leadership Academy will help us build stronger, more effective leaders for our firms..."

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OSHA 300 Log Posting Requirements 2015 - From February 1 - April 30, 2015, OSHA requires employers, who are required to keep OSHA logs, to post their OSHA summary (FORM 300A) during the required posting period for the 2014 calendar year. The summary log must be posted on premises where all employees/visitors can readily view the document. The summary log has been modified to omit certain information such as names of the injured employees and other personal information. If you have multiple locations, a copy must be posted at each location for injuries occurring at that location...

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7th Circuit Finds a Joint Employer Not Necessarily Liable - Blog post by John Garner, Bolton's Chief Compliance Officer 1/12/15: The United States Court of Appeals for the Seventh Circuit has found that a joint employer is not liable for violations of the Americans with Disabilities Act (ADA) by the other joint employer if it did not participate in discrimination. The 7th Circuit cited the Equal Employment Opportunity...

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California Issues Regulation on Provider Networks - Blog post by John Garner, Bolton's Chief Compliance Officer 1/12/15: California's Insurance Commissioner Dave Jones has issued an emergency regulation to establish stronger requirements for health insurers to create and maintain sufficient medical provider networks to provide timely access to medical care...

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Upcoming Events

Bolton Events
BAN Webinar: ACA Update & Reporting Requirements February 4, 2015 — BAN Webinar: This webinar provides an update on recent events and regulatory guidance under the ACA, along with an overview of the ACA's new reporting requirements for 2015 (first reporting is due in the first quarter of 2016). REGISTRATION REQUIRED: TBD

California Charter School Forum 2015 February 7, 2015 — A one-day, Saturday workshop covering vital legal, financial and risk management topics affecting California Charter Schools today. Sponsored by Hansberger & Klein, LLP and Bolton & Company. Location: Vista Charter Middle School in Los Angeles. REGISTRATION REQUIRED

BAN Webinar: Department of Labor Audit Preparation - Health & Welfare Plans March 4, 2015 — BAN Webinar: The federal agencies responsible for monitoring compliance of ERISA-governed plans are stepping up their audit efforts across the country, with an increasing focus on health and welfare plans. This webinar will discuss what is likely to be covered in an audit of health and welfare plans and what you can do to prepare. REGISTRATION REQUIRED: TBD

BAN Webinar: Wellness April 2015 — BAN Webinar: Thinking about 2016 and trends in Total Health Management for Employers. REGISTRATION REQUIRED: TBD

BAN Webinar: Defined Contribution Model: 2015 Private Exchange Enrollment Trends May 20, 2015 — BAN Webinar: Learn the basics of a defined contribution model for health benefits, 2015 Private Exchange enrollment trends and how the Private Exchange model will continue to impact employers into 2016 and beyond. REGISTRATION REQUIRED: TBD

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Who We Are

Bolton & Company is one of the nation's largest employee-owned insurance brokers, providing clients worldwide with insurance and risk management services, employee benefits and financial products.

For over 75 years, Bolton has been recognized for its professionalism, integrity and commitment to excellence in customer service and risk management. Read More »

Bolton Facts

  • Headquartered in Pasadena, CA
  • Established in 1931
  • Privately held, ESOP-Owned
  • Licensed in all states
  • 1,300+ clients
  • Insurance Journal - Top 100 Independent
  • Business Insurance - Top 100 Brokers
  • Best Practices Agency by the Independent
    Insurance Agents & Brokers of America (IIABA)

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At Bolton & Company, we understand the risk and time sensitivity inherent to businesses. As part of our continuing efforts to issue Certificates of Insurance promptly... Read More »

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