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Bolton Foundation

Press Release

Bill Lewis Elected as TechAssure Chairman

FEBRUARY 2015: William Lewis, CPCU, CIC, Executive Vice President of Bolton & Company was recently elected as chairman of TechAssure Association Inc., a consortium of independent insurance agents and brokers who focus on technology-related risks and have demonstrated advanced expertise in managing the technology, life sciences, clean tech industries, as well as the firms that fund them.

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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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Industry News

IRS Grants Relief to Small Employers on Individual Policies - Blog post by John Garner, Bolton's Chief Compliance Officer 2/23/15: Internal Revenue Service (IRS) Notice 2015-17 provides limited relief to small employers that have been paying for individual health insurance policies. This Notice also reiterates that employer payment plans are group health plans that will fail to comply with the market reforms that apply to group health plans under the Affordable Care Act (ACA)...

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IRS Releases Final Forms & Instructions for ACA Reporting - Blog post by John Garner, Bolton's Chief Compliance Officer 2/19/15: The Internal Revenue Service (IRS) has released final forms & instructions to be used for Internal Revenue Code 6055 and 6056 reporting. Reports for 2015 will be due in early 2016, so employers should review the data they are collecting to make sure they will be able to submit accurate reports next year...

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NPA Names Bolton as New Preferred Commercial Insurance Provider for Supplier Members - The Natural Products Association (NPA) announced that Bolton & Company Insurance Brokers has been selected as the preferred commercial insurance provider for NPA Supplier Members...

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IIABCal Membership Growth Highlights Ken Turknette's Term in 2014 - Ken Turknette, Executive Vice President of Bolton, talks about exceeding membership targets for the first time in several years during his administrative year as President of the IIABCal...

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Upcoming Events

Bolton Events
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

Employment Law Update 2015 March 5, 2015 — Employment Law Update 2015: Glendale Hilton. The new year will be a challenging one for California employers. Governor Jerry Brown and state legislators in Sacramento have been busy making changes to the labor code, in addition to the Court System throwing us a few curve balls in 2014. To help employers keep up with the changes, this seminar summarizes new federal and state employment laws, regulations and court decisions, and recommends strategies for compliance while preserving company culture, efficiency and profit. REGISTRATION REQUIRED

California Charter School Forum 2015 March 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: Temecula Preparatory School in Westchester. REGISTRATION REQUIRED

Cyber Security Seminar hosted by American Business Bank March 10, 2015 — Bolton's Jonathan Schreter will be one of the speakers at a Cyber Security & Internet Liability seminar, hosted by American Business Bank. This complimentary seminar will address the financial implications of cyber crime & internet liability while providing real-world, implementable guidance for business owners & managers. This non-technical entertaining story-filled talk provides the real-world guidance executives and their boards need to meet the challenge of cybercrime. Location: Monrovia Marriot Courtyard. REGISTRATION REQUIRED

TrainHR Webinar: Top 5 Employee Benefits Trends for 2015 March 11, 2015 — Bolton & Company's Chief Compliance Officer John Garner will be presenting a webinar for TrainHR entitled Top 5 Employee Benefits Trends for 2015. This webinar will discuss the top five employee benefit trends for 2015, most of which are interrelated and not mutually exclusive. PAID REGISTRATION REQUIRED

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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
    Brokers
  • Business Insurance - Top 100 Brokers
  • Best Practices Agency by the Independent
    Insurance Agents & Brokers of America (IIABA)

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