Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Vision$1.4M
- Life$68K
- Short-term disability$68K
- Long-term disability$68K
- +1 more
Filings through .
Bolt Financial, Inc.
EIN 46-5042091InformationLatest filing 2025
Plans
2
Retirement
1
$13.9M assets
Health & Benefits
1
$1.5M premiums
Participants
452
268 BUSH STREET, #4214 - SAN FRANCISCO, CA 94104650-380-3106
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.5M premiums / 135 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BOLT FINANCIAL, INC. 401(K) PLAN
401(k)
Assets$13.9M
Participants373
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BOLT FINANCIAL, INC. HEALTH AND WELFARE
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives135
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BOLT FINANCIAL, INC. 401(K) PLAN | 401(k) | $13.9M | 373 | 2025 |
- #001 · 401(k) · 2025373
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BOLT FINANCIAL, INC. HEALTH AND WELFARE | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 135 | 2024 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2024135
Retirement plans
Health & Benefits plans