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Bolton Foundation

Press Release

Bolton Receives "Special Service to Children" Award from Five Acres

MARCH 2015: Bolton was presented with Five Acres' 2015 Special Service to Children Award, at their 127th Annual meeting. The award recognized Bolton's high standard of excellence and outstanding achievements in supporting Five Acres and their mission to provide children and families with shelter, healthcare, and compassion.

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Bill Lewis Elected as TechAssure Chairman

FEBRUARY 2015: William Lewis, CPCU, CIC, Executive Vice President of Bolton & Company was recently elected as chairman of TechAssure Association Inc., a consortium of independent insurance agents and brokers who focus on technology-related risks and have demonstrated advanced expertise in managing the technology, life sciences, clean tech industries, as well as the firms that fund them.

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Lyeng Ia Joins Bolton & Company

DECEMBER 2014: Lyeng Ia has joined Bolton & Company as Assistant Vice President in our Property & Casualty Division.

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Dave Miller Joins Bolton & Company

DECEMBER 2014: Dave Miller has joined Bolton & Company as Senior Vice President in our Property & Casualty Division, Santa Clara office.

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Industry News

Treasury Releases Fact Sheets on Exemptions From Mandate - Blog post by John Garner, Bolton's Chief Compliance Officer 4/13/15: The Department of Treasury has released fact sheets with information on five of the most common exemptions to the individual mandate under health care reform. The following fact sheets on exemptions are also available from the Department of Health & Human Services...

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Employers With Employees Working in San Francisco Need to File Report - Blog post by John Garner, Bolton's Chief Compliance Officer 4/10/15: All employers covered by San Francisco's Health Care Security Ordinance (or the City's new Fair Chance Ordinance) are required to submit the 2014 Employer Annual Reporting Form by April 30, 2015 to avoid penalties of $500 per quarter. The 2014 Employer Annual Reporting Form is now available online...

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Update in State and Local Paid Sick Leave Laws - Blog post by John Garner, Bolton's Chief Compliance Officer 3/23/15: One of the most difficult tasks for human resource and return-to-work professionals is keeping up with state and local laws. Here is a summary of some of the latest developments...

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Data Breaches Should Serve as Reminder for HIPAA Compliance - Blog post by John Garner, Bolton's Chief Compliance Officer 3/23/15: Recent well publicized data breaches, such as at Anthem, Premera Blue Cross and Sony, should serve as a reminder to all employers to make sure they are up to date on compliance efforts under the Health Insurance Portability and Accountability Act (HIPAA) privacy and security rules. Employers that sponsor group health plans need to make sure that the health plans they sponsor have...

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Upcoming Events

Bolton Events
California Charter School Forum 2015 April 25, 2015 — A one-day, Saturday workshop covering vital legal, financial and risk management topics affecting California Charter Schools today. Sponsored by Hansberger & Klein, LLP and Bolton & Company. Location: New Vision Middle School in San Bernardino. REGISTRATION REQUIRED

Cyber Security Seminar: What Every Business Needs to Know April 29, 2015 — Pasadena Conference Center. Complimentary seminar on Cyber / Internet security & liability, arguably the greatest challenge of the internet age. This seminar will address the financial implications of cyber crime & internet liability, including non-technical, entertaining stories of cyber crime victims & cyber security champions, and will provide real-world guidance for your business.REGISTRATION REQUIRED

Educational Institutions Forum 2015 May 14, 2015 — Join us for the latest insurance, legal, and health care reform updates impacting educational institutions. Bolton's Ron Wanglin is among the speakers. Glendale Hilton, REGISTRATION REQUIRED

BAN Webinar: Defined Contribution Model: 2015 Private Exchange Enrollment Trends May 20, 2015 — BAN Webinar: Learn the basics of a defined contribution model for health benefits, 2015 Private Exchange enrollment trends and how the Private Exchange model will continue to impact employers into 2016 and beyond. REGISTRATION REQUIRED: TBD

BAN Webinar: Human Capital Management (HCM): Industry Update & Trends June 10, 2015 — BAN Webinar: This webinar provides an objective summary of the HCM Industry, emerging best practices as well as trends employers will want to be aware of. Employers of all sizes will take away helpful information to make their situation more efficient for the organization & its employees. REGISTRATION REQUIRED: TBD

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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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At Bolton & Company, we understand the risk and time sensitivity inherent to businesses. As part of our continuing efforts to issue Certificates of Insurance promptly... Read More »

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