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Bolton Foundation

Press Release

Bolton & Company earns Insurance Journal's "Top 100 Independent Property/Casualty Agencies" distinction

Pasadena, California - Bolton & Company, one of the nation's largest privately owned insurance brokers, has been named among the nation's top independent property and casualty firms by Insurance Journal...

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Continued growth elevates Bolton & Company's standing among nation's largest brokers

Pasadena, California - Bolton & Company, one of the nation's largest privately-owned insurance brokers, has once again raised its standing on the Business Insurance list of the 100 Largest Brokers of U.S. Business...

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Bolton Foundation 'Throw Down' raises over $91k for local nonprofits

PASADENA, California - The Bolton Foundation, philanthropic arm of California-based insurance broker Bolton & Company, recently raised more than $91,000 for local nonprofit organizations during its signature "Throw Down" cornhole tournament at the Rose Bowl in Pasadena.

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Pasadena Chamber of Commerce names Bolton & Company Corporate Citizen of the Year

Pasadena,California - The Pasadena Chamber of Commerce has named Bolton & Company, one of the nation's largest privately-owned insurance brokers, Corporate Citizen of the Year in recognition of its exemplary service to the community...

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Industry News

Medicare Part D Advisory - Medicare Part D Advisory - Blog post by John Garner, Bolton's Compliance Officer 9/21/16: Group health plan sponsors must provide Medicare Part D creditable coverage notices prior to October 15th, the start date of the Medicare annual enrollment period for Part D, Prescription Drug coverage...

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Proposed Regulations Clarify ACA Reporting Requirements - The Internal Revenue Service (IRS) has proposed regulations that clarify the reporting requirements under the Affordable Care Act (ACA) for health reimbursement arrangements (HRAs) and self-funded plans. IRS Notice 2015-68 provided guidance on various issues related to the reporting requirements and indicated that the IRS would be proposing regulations addressing certain issues on which comments were requested. Reporting is generally...

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State and Local Law Update - Blog post by John Garner, Bolton's Compliance Officer 9/07/16: One of the most difficult things for human resource and absence management professionals to do is to keep up with changing State and local laws. Below is a brief summary of some new laws of interest...

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IRS Releases Drafts of Forms for ACA Reporting - Blog post by John Garner, Bolton's Compliance Officer 8/31/16: The Internal Revenue Service (IRS) has released drafts of the 1095-C and 1094-C forms and instructions for reporting on calendar year 2016...

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Upcoming Events

Bolton Events
BAN Webinar: FLSA - Using Rx to Control Medical Costs September 28, 2016 — Presented by our partner, Benefit Advisors Network. This webinar is HRCI accredited through BAN. REGISTRATION REQUIRED

FLOCK Online HR, Benefits, & Compliance Software Webinar September 28, 2016 — WEBINAR. Presented by our Partner, FLOCK. Please join us for a free webinar on how to save time for your Benefit Enrollment. Hosted by the Flock Team, they will guide you through an informative demonstration on how to quicken your Benefit Enrollments by offering it online! From tracking offer of coverage to saving money on those soft costs, we welcome you to join! REGISTRATION REQUIRED.

Update on FMLA, ADA and Other Leave Laws October 4, 2016 — WEBINAR, 10:00 to 11:15 am PT. Presented by John Garner, Bolton's Chief Compliance Officer, along with David Setzkorn from The Standard, Lori Foster from CIGNA, and Daris Freeman from UNUM. Complying with the Family and Medical Leave Act (FMLA), the Americans with Disabilities Act (ADA) and various state and local leave laws has never been more complicated. During this webinar our panel of experts will summarize the requirements of all these laws and give you a chance to ask questions about them. REGISTRATION REQUIRED

Beyond the Bar, Legal Risk Management Seminar October 6, 2016 — Beyond the Bar Educational Series for Law Firms: Legal Risk Management & Compliance for Law Firms. Presented by Kendra L. Basner & Wendy Wen Yun Chang from Hinshaw & Culbertson LLP, along with John Garner, Bolton's Chief Compliance Officer. Location: City Club Los Angeles. Managing and mitigating risk and compliance are two very important concerns for many businesses. Law firms are not exempt by any means. In fact, it is critical for law firms to take their risk management and compliance responsibilities very seriously. Topics include: From Start to Finish: Top Tips for Client Engagements & Disengagements and Managing Risk of Liability to Phantom Clients and Top Tips for Ensuring Cyber Compliance, Mitigating Risk of Breach & Post Breach Obligations. Seating is limited. REGISTRATION REQUIRED

BAN Webinar: Forecasting the Affordable Care Act and other Regulatory Matters Pre-Election October 12, 2016 — Presented by our partner, Benefit Advisors Network. This webinar is HRCI accredited through BAN. 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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