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Bolton Foundation

Press Release

Bolton & Company expands operations into Torrance, acquiring portion of inAssist's employee benefits business

PASADENA, California - Bolton & Company, one of the nation's largest privately-owned insurance brokers, has announced the acquisition of a portion of the corporate employee benefits business of inAssist Health Management Solutions, a provider of customized healthcare technology based in Torrance, California...

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Lorelei Suarez Joins Bolton & Company

PASADENA, California - Bolton & Company, one of the nation's largest privately-owned insurance brokers, announced recently that Lorelei Suarez has joined its Santa Clara office as Vice President of Employee Benefits.

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Bolton & Company offers streamlined HR, Employee Benefits process through Flock partnership

PASADENA, California - In response to the ever-evolving needs of its small to mid-sized business clients, Bolton & Company, one of the nation's largest privately owned insurance brokers, has partnered with Flock, an online platform dedicated to simplifying the Human Resources and Employee Benefits process.

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Polenzani Benefits Joins Bolton & Company

Pasadena, California - Bolton & Company, one of the nation's largest privately owned insurance brokers, announced today that Polenzani Benefits, a leading Pasadena-based brokerage that specializes in Employee Benefits, has joined its organization.

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Industry News

Proposed Rules and Expatriate Plans, Excepted Benefits and More - Blog post by John Garner, Bolton's Chief Compliance Officer 6/20/16: The Federal agencies with regulatory authority over the Affordable Care Act (ACA) have released new proposed regulations covering a variety of topics. The proposed rule was issued jointly by the Department of Labor (DOL), the Department of Health and Human Services (HHS) and Treasury...

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DOL Identifies Suspect Mental Health Plan Provisions - Blog post by John Garner, Bolton's Chief Compliance Officer 6/17/16:The Department of Labor (DOL) has released a publication that identifies some plan provisions that may violate the Paul Wellstone and Pete Domenici Mental Health Parity and Addiction Equity Act of 2008 (MHPAEA)...

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Los Angeles Passes Paid Sick Time Law Effective July 1, 2016 - Blog post by John Garner, Bolton's Chief Compliance Officer 6/16/16: Los Angeles has become the fifth city in California to enact a paid sick time law that differs from the California Law, joining Emeryville, Oakland, San Francisco and Santa Monica. San Diego voters also appear to have approved paid sick leave and that law will take effect after the results of the June election are certified (probably in mid-July)...

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HHS Finalizes ACA Nondiscrimination Rules - Blog post by John Garner, Bolton's Chief Compliance Officer 6/7/16: This final Affordable Care Act (ACA) rule prohibits discrimination based on race, color, national origin, sex, age or disability; enhances language assistance for individuals with limited English proficiency; and protects individuals with disabilities. These nondiscrimination rules are not to be confused with the nondiscrimination rules for fully insured plans that have yet to be issued by the Internal Revenue Service...

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Upcoming Events

Bolton Events
Business Perpetuation Seminar for Today's Business Owners, Are You on Track? June 29, 2016 — Presented by Esther Hopkins, Partner, Hilliard Hopkins, LLP. Location: Glendale Hilton. A good Business Perpetuation Plan is one of the most important things that a Business Owner needs, and maintaining a successful business requires a consistent and comprehensive perpetuation plan. Seminar attendees will be eligible to receive a complimentary business valuation and a complimentary life insurance review to make sure what you have is up-to-date. This seminar is free of charge. Seating is limited. REGISTRATION REQUIRED

Employee Benefit Trends for 2016 - Clear Law Institute, Webinar June 30, 2016 — Join John Garner, Bolton's Chief Compliance Officer, to learn about current trends in group health benefits and how to select the best health plan for your organization. You'll compare & contrast various health plans, including defined contribution health plans, SHOP plans, private exchanges, and consumer-driven health plans, and you'll learn about the pros & cons of different funding options. Presented by Clear Law Institute. Paid Registration. June 30, 2016, 10:00 am to 11:30 am Pacific.

Creative Uses of HSAs - Lorman Education Services, Webinar July 13, 2016 — Join John Garner, Bolton's Chief Compliance Officer, and learn how to transition to the consumer-driven health plan that works best for your company. Hosted by Lorman Education Services. Paid Registration. Get 50% off with Discount Code I6219701. July 13, 2016, 10:00 am to 11:30 am Pacific.

Bolton Foundation Throw Down 2016 in The Rose Bowl July 19, 2016 — The Bolton Foundation is hosting our fundraiser ON the ROSE BOWL football field! "The Bolton Throw Down" is an official cornhole tournament that will raise money for underprivileged youth in the local community. Come enjoy an afternoon of beanbag tossing, BBQ, beverages & music! Be a sponsor, enter a team or participate as a spectator! Sponsorships & Teams are limited. Sponsorship registration deadline is 6/1/16. Participant registration deadline is 7/1/16.

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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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