Now Offering Quotes for Covered California
Start Here
Bolton Foundation

Press Release

Lyeng Ia Joins Bolton & Company

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

Red Arrow

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.

Red Arrow

Jamie Gershon Joins Bolton & Company

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

Red Arrow

Bolton & Company Opens Santa Clara Office

DECEMBER 2014: Bolton has opened an office in Santa Clara, CA, on Great America Parkway to serve its growing number of clients in Northern California...

Red Arrow

Industry News

7th Circuit Finds a Joint Employer Not Necessarily Liable - Blog post by John Garner, Bolton's Chief Compliance Officer 1/12/15: The United States Court of Appeals for the Seventh Circuit has found that a joint employer is not liable for violations of the Americans with Disabilities Act (ADA) by the other joint employer if it did not participate in discrimination. The 7th Circuit cited the Equal Employment Opportunity...

Related Link - Click Here


California Issues Regulation on Provider Networks - Blog post by John Garner, Bolton's Chief Compliance Officer 1/12/15: California's Insurance Commissioner Dave Jones has issued an emergency regulation to establish stronger requirements for health insurers to create and maintain sufficient medical provider networks to provide timely access to medical care...

Related Link - Click Here


Proposed Regulations Would Modify SBCs - Blog post by John Garner, Bolton's Chief Compliance Officer 1/12/15: The Internal Revenue Service, the Employee Benefits Security Administration and the Centers for Medicare & Medicaid Services have issued proposed regulations regarding the summary of benefits and coverage (SBC) and the uniform glossary. These regulations propose changes to the disclosure requirements under health care reform and include a template for the SBC, instructions, sample language, a guide for coverage example calculations and the uniform glossary...

Related Link - Click Here


CMS Updates Counties Requiring Foreign Language Statements - Blog post by John Garner, Bolton's Chief Compliance Officer 1/5/15: Health care reform requires non-grandfathered group health plans & health insurers offering non-grandfathered health insurance coverage to provide relevant notices in a culturally & linguistically appropriate manner. The regulations require these plans and insurers to make certain accommodations for notices sent to...

Related Link - Click Here

Upcoming Events

Bolton Events
BAN Webinar: ACA Update & Reporting Requirements February 4, 2015 — BAN Webinar: This webinar provides an update on recent events and regulatory guidance under the ACA, along with an overview of the ACA's new reporting requirements for 2015 (first reporting is due in the first quarter of 2016). REGISTRATION REQUIRED: TBD

California Charter School Forum 2015 February 7, 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: Vista Charter Middle School in Los Angeles. REGISTRATION REQUIRED

BAN Webinar: Department of Labor Audit Preparation - Health & Welfare Plans March 4, 2015 — BAN Webinar: The federal agencies responsible for monitoring compliance of ERISA-governed plans are stepping up their audit efforts across the country, with an increasing focus on health and welfare plans. This webinar will discuss what is likely to be covered in an audit of health and welfare plans and what you can do to prepare. REGISTRATION REQUIRED: TBD

BAN Webinar: Wellness April 2015 — BAN Webinar: Thinking about 2016 and trends in Total Health Management for Employers. 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

Video still shot image

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)

Request a Certificate


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 »

Inform on Reform


Get the latest updates on Health Care Reform.... Read More »