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Bolton Foundation

Press Release

Bolton & Company offers streamlined HR, Employee Benefits process through Flock partnership

PASADENA, California - In response to the ever-evolving needs of its small to mid-sized business clients, Bolton & Company, one of the nation's largest privately owned insurance brokers, has partnered with Flock, an online platform dedicated to simplifying the Human Resources and Employee Benefits process.

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Polenzani Benefits Joins Bolton & Company

Pasadena, California - Bolton & Company, one of the nation's largest privately owned insurance brokers, announced today that Polenzani Benefits, a leading Pasadena-based brokerage that specializes in Employee Benefits, has joined its organization.

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Bolton & Company earns Insurance Business America's 'Elite Agencies' distinction

Pasadena, California - Bolton & Company, one of the nation's largest employee-owned insurance brokers, was recently distinguished as an Elite Agency by Insurance Business America, a leading publication within the insurance industry.

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Scott Tamura Joins Bolton & Company

PASADENA, California - Bolton & Company, one of the nation's largest employee-owned insurance brokers, announced recently that Scott Tamura has been hired as Vice President of the newly established Technical Consulting Unit within the organization's Employee Benefits Department ...

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Industry News

$3.5 Million HIPAA Settlement - Blog post by John Garner, Bolton's Chief Compliance Officer 1/19/16: Triple-S Management Corporation (TSM), a Puerto Rico health insurer, agreed to pay $3.5 million in a Health Insurance Portability and Accountability Act (HIPAA) settlement after the U.S. Department of Health and Human Services (HHS) investigated multiple breach reports from the company and found multiple cases of noncompliance throughout the organization. TSM is an insurance holding company that offers different insurance products and services through its subsidiaries.

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1st Circuit Rules on Own Occupation Definition Under LTD Plan - Blog post by John Garner, Bolton's Chief Compliance Officer 1/12/16: The U.S. Court of Appeals for the First Circuit has found that a district court made an error in granting summary judgment to Aetna regarding the cancellation of a long-term disability (LTD) policy in which the benefit recipient was unable to perform his "own occupation" as defined in the Plan Document. The case is McDonough v. Aetna Life Insurance Company...

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FMLA Does Not Protect Poor Job Performance - Blog post by John Garner, Bolton's Chief Compliance Officer 1/7/16: Even when an employee is taking periodic FMLA leave, they are not protected from termination for poor job performance. In the case of Burciaga v. Ravago Americas LLC, 2015, the 8th Circuit Court of Appeals held that Ravago Americas, a manufacturing company, did not engage in discrimination under the Family and Medical Leave Act (FMLA) after firing Elizabeth Burciaga in 2012...

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Update on State and Local Laws - Blog post by John Garner, Bolton's Chief Compliance Officer 1/5/16: One of the most difficult tasks for people involved in managing benefits and leaves for multi-state organizations is keeping up with all the rapidly changing State and local laws. This blog posting summarizes some of the latest developments...

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Upcoming Events

Bolton Events
Charter Schools Forum 2016 February 20, 2016 — A one-day, Saturday workshop covering vital legal, financial and risk management topics affecting California Charter Schools today. Sponsored by Evergreen Associates LLC, Philadelphia Insurance Companies, and Bolton & Company. Location: Academia Avance in Highland Park. REGISTRATION REQUIRED TBD

BAN Webinar: Department of Labor Audit Preparation: Health and Welfare Plans March 16, 2016 — Presented by our partner, Benefit Advisors Network. REGISTRATION REQUIRED

BAN Webinar: Self-Funding Strategies April 27, 2016 — Presented by our partner, Benefit Advisors Network. REGISTRATION REQUIRED

BAN Webinar: FMLA and Employee Benefit Plans: Understanding the Interaction May 11, 2016 — Presented by our partner, Benefit Advisors Network. REGISTRATION REQUIRED

BAN Webinar: Cadillac Tax June 8, 2016 — Presented by our partner, Benefit Advisors Network. 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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