Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

Bolton Partners Northeast, Inc.

Baltimore, MD

Bolton Partners Northeast, Inc. of Baltimore, MD is the broker of record on 7 Form 5500 Schedule A filings covering 6 employer benefit plans across 2 states, with $285,033 in reported broker commissions (plan year 2025).

Employer clients
6
distinct plan sponsors
Schedule A filings
7
States served
2
Reported commissions
$285,033
plan year 2025
Reported fees
$37,543

Quick answer

Bolton Partners Northeast, Inc. (Baltimore, MD) is the broker of record for 6 employer benefit plan sponsors on 7 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Bolton Partners Northeast, Inc. have?
Bolton Partners Northeast, Inc. is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 2 states.
Who are Bolton Partners Northeast, Inc.'s largest employer clients?
By plan participants, the largest include Ironworkers Local 11 Welfare Fund Board Of Trustees (1,007 participants), Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit F (555 participants) and Sheet Metal Workers Local 46 Health Fund Board Of Trustees (495 participants).
How much does Bolton Partners Northeast, Inc. earn in commissions?
Insurers reported $285,033 in broker commissions and $37,543 in fees paid to Bolton Partners Northeast, Inc. for plan year 2025, per Schedule A Part 1.
Where is Bolton Partners Northeast, Inc. located?
Bolton Partners Northeast, Inc. is based in Baltimore, MD and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Bolton Partners Northeast, Inc. 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
Ironworkers Local 11 Welfare Fund Board Of TrusteesNJ1,0072025-06-30
Bot Bricklayers & Allied Craftwrkrs Loc 2, Albany, Ny Health Benefit FNY5552025-04-30
Sheet Metal Workers Local 46 Health Fund Board Of TrusteesNY4952025-06-30
3 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.