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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

EEOC Issues Proposed Rule on ADA and Wellness Programs - The U.S. Equal Employment Opportunity Commission (EEOC) has published a Notice of Proposed Rulemaking (NPRM) describing how Title I of the Americans with Disabilities Act (ADA) applies to employer wellness programs that are part of group health plans. Members of the public have until Friday, June 19 to...

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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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Upcoming Events

Bolton Events
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 — Complimentary seminar on the claims, litigation, and risk management issues impacting educational institutions today. We will explore the role of risk management and "best practices" designed to prevent or reduce the most vexing risks that occur in the educational setting, including discrimination, injury, harassment, misconduct, etc. Speakers: Bolton's Chairman of the Board, Ron Wanglin, along with Michael Blacher, Partner, from Liebert Cassidy Whitmore, and Lisa Barnett, Claims Counsel, from United Educators. Glendale Hilton, REGISTRATION REQUIRED, TBD

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

HSAs & Consumer-Driven Health Plans in a Post-Health Care Reform World June 17, 2015 — HSAs & Consumer-Driven Health Plans in a Post-Health Care Reform World, Webinar, June 17, 2015. Join Bolton's Chief Compliance Officer, John Garner, to learn the steps needed to transition to the consumer-driven health plan that works best for your company. Presented by Lorman Education Services. PAID 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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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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