Bolton & Company
Pasadena, CA
Bolton & Company of Pasadena, CA is the broker of record on 89 Form 5500 Schedule A filings covering 70 employer benefit plans across 4 states, with $1,741,235 in reported broker commissions (plan year 2025).
Quick answer
Bolton & Company (Pasadena, CA) is the broker of record for 70 employer benefit plan sponsors on 89 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Bolton & Company have?
- Bolton & Company is named as broker on Form 5500 Schedule A filings for 70 distinct plan sponsors in 4 states.
- Who are Bolton & Company's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Traffic Management, Inc. (1,812 participants) and Lockwood Industries (1,310 participants).
- How much does Bolton & Company earn in commissions?
- Insurers reported $1.7 million in broker commissions and $231,237 in fees paid to Bolton & Company for plan year 2025, per Schedule A Part 1.
- Where is Bolton & Company located?
- Bolton & Company is based in Pasadena, CA and has employer clients in 4 states.
- How does Bolton & Company rank among benefits brokers in California?
- Bolton & Company ranks #40 by employer clients among the 50 most active benefits brokers based in California.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Bolton & Company on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Traffic Management, Inc. | CA | 1,812 | 2024-12-31 |
| Lockwood Industries | CA | 1,310 | 2025-04-30 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.