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Benefits Intelligence/Broker Directory/Maryland

Bolton Partners

Baltimore, MD

Bolton Partners of Baltimore, MD is the broker of record on 28 Form 5500 Schedule A filings covering 17 employer benefit plans across 6 states, with $1,436,479 in reported broker commissions (plan year 2025).

Employer clients
17
distinct plan sponsors
Schedule A filings
28
States served
6
Reported commissions
$1,436,479
plan year 2025
Reported fees
$314,622

Quick answer

Bolton Partners (Baltimore, MD) is the broker of record for 17 employer benefit plan sponsors on 28 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Bolton Partners have?
Bolton Partners is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 6 states.
Who are Bolton Partners's largest employer clients?
By plan participants, the largest include Bd Tees H&W Trust Fd For Iuoe L 99&99a (2,804 participants), Leidos Biomedical Research, Inc. (2,149 participants) and Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan (1,942 participants).
How much does Bolton Partners earn in commissions?
Insurers reported $1.4 million in broker commissions and $314,622 in fees paid to Bolton Partners for plan year 2025, per Schedule A Part 1.
Where is Bolton Partners located?
Bolton Partners is based in Baltimore, MD and has employer clients in 6 states.
How does Bolton Partners rank among benefits brokers in Maryland?
Bolton Partners ranks #42 by employer clients among the 50 most active benefits brokers based in Maryland.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Bolton Partners 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
Bd Tees H&W Trust Fd For Iuoe L 99&99aMD2,8042025-12-31
Leidos Biomedical Research, Inc.MD2,1492025-12-31
Board Of Trustees Truck Drivers No. 355 Health & Welfare PlanMD1,9422024-12-31
14 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.