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Bolton Foundation

Press Release

Bolton & Company Opens Orange County Office

JULY 2015: Bolton has opened an office in Orange County, CA, to serve clients...

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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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Industry News

State and Local Leave Update - Blog post by John Garner, Bolton's Chief Compliance Officer 7/2/15: If you are trying to keep up with state & local laws related to leaves, you are probably ready to scream "Make it stop!" There are new paid sick leave laws in Oregon, Emeryville, California and Bloomfield, New Jersey, plus new guidance on the Massachusetts law, clarifications to new regulations on California's Family Rights Act, a scheduling law in San Francisco, a new pregnancy discrimination law in Florida and an amendment to Maryland's Flexible Leave Act...

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Bolton Named one of the Best Places to Work in Los Angeles for 2015! - Bolton is VERY pleased to announce that for the third consecutive year we have been named by the LA Business Journal as one of the Best Places to Work in Los Angeles! The unveiling of the Top 100 ranking will be revealed at the awards luncheon in Mid-August. Congrats to all as Best Places can only be achieved with the Best Employees!

Bolton & Company Opens Orange County Office, July 1, 2015 - Bolton is excited to announce the opening of our Orange County office, and we welcome Nicholle Trugman and Midge Harris to the Bolton Family!

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California Aligns Definition of Small Group With ACA Definition - Blog post by John Garner, Bolton's Chief Compliance Officer 7/1/15: California's Governor Brown has signed SB 125, which conforms California's definition of a small group, for insurance purposes, with the definition in the Affordable Care Act (ACA). This is good news for some groups...

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Upcoming Events

Bolton Events
Bolton Foundation Throw Down 2015 IN The Rose Bowl July 14, 2015 — The Bolton Foundation is hosting our fundraiser ON the ROSE BOWL football field! "The Bolton Throw Down" is an official cornhole tournament that will raise money for underprivileged youth in the local community. Come enjoy an afternoon of beanbag tossing, BBQ, beverages & music! Sponsorships & Teams are limited. Registration deadline is 6/1/15.

BAN Webinar: Consumer Directed Health Plans, HSA and other Account-Based Plans July 15, 2015 — BAN Webinar: During this webinar BAN discusses the rules relating to high deductible health plans and their interaction with account-based plans such as FSAs, HRAs, and HSAs. REGISTRATION REQUIRED: TBD

BAN Webinar: Wellness Programs & Creative Benefit Plan Designs August 5, 2015 — BAN Webinar: A review of the ACA's new rules for wellness programs & their interaction with other federal laws such as the ADA & GINA. REGISTRATION REQUIRED: TBD

BAN Webinar: FMLA & Employee Benefit Plans September 9, 2015 — BAN Webinar: An overview of FMLA and a closer look at how the FMLA applies to employees enrolled in group health plan coverage at the time of their leave. REGISTRATION REQUIRED: TBD

BAN Webinar: Cafeteria Plan Change in Status Rules October 7, 2015 — BAN Webinar: This webinar reviews the irrevocable election rules governing cafeteria plans & the circumstances under which elections may be changed during the year. 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
  • Business Insurance - Top 100 Brokers
  • Best Practices Agency by the Independent
    Insurance Agents & Brokers of America (IIABA)

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