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Benefits Intelligence/Broker Directory/California

Bolton Insurance Services LLC

Pasadena, CA

Bolton Insurance Services LLC of Pasadena, CA is the broker of record on 178 Form 5500 Schedule A filings covering 147 employer benefit plans across 7 states, with $7,365,513 in reported broker commissions (plan year 2025).

Employer clients
147
distinct plan sponsors
Schedule A filings
178
States served
7
Reported commissions
$7,365,513
plan year 2025
Reported fees
$1,150,132

Quick answer

Bolton Insurance Services LLC (Pasadena, CA) is the broker of record for 147 employer benefit plan sponsors on 178 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Bolton Insurance Services LLC have?
Bolton Insurance Services LLC is named as broker on Form 5500 Schedule A filings for 147 distinct plan sponsors in 7 states.
Who are Bolton Insurance Services LLC's largest employer clients?
By plan participants, the largest include Monster Beverage Corporation (3,598 participants), Vvg Holdings, LLC (2,875 participants) and Traffic Management, Inc. (1,812 participants).
How much does Bolton Insurance Services LLC earn in commissions?
Insurers reported $7.4 million in broker commissions and $1.2 million in fees paid to Bolton Insurance Services LLC for plan year 2025, per Schedule A Part 1.
Where is Bolton Insurance Services LLC located?
Bolton Insurance Services LLC is based in Pasadena, CA and has employer clients in 7 states.
How does Bolton Insurance Services LLC rank among benefits brokers in California?
Bolton Insurance Services LLC ranks #21 by employer clients among the 50 most active benefits brokers based in California.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Bolton Insurance Services LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Monster Beverage CorporationCA3,5982024-12-31
Vvg Holdings, LLCCA2,8752025-02-28
Traffic Management, Inc.CA1,8122024-12-31
144 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.