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Sponsor portfolioTH

BOLTON PARTNERS, INC.

EIN 52-1231144-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$55.2M assets
Welfare
2
$65K premiums
Participants
489
1 W PENNSYLVANIA AVE STE 600 - TOWSON, MD 21204667-218-6939LinkedIn51-200 employees
Plans on this EIN
3 filings
#002401k-$55.2M - 168 part#501Fully Insured-$51K - 122 lives#502Fully Insured-$14K - 88 lives

Benefits portfolio analytics

2 plans / $65K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$21K
  • Long-term disability$17K
  • Vision$14K
  • Short-term disability$14K
Total $65K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • STANDARD INSURANCE COMPANY78%
  • EYE MED22%
Total $65K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$55.2M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOLTON PARTNERS INC. LIFE AND DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$51K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BOLTON PARTNERS, INC. ANCILLARY BENEFIT PLAN

Fully Insured - EYE MED VISION CARE

Premiums$14K
Covered lives88
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$55.2M1682024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOLTON PARTNERS INC. LIFE AND DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$51K1222024
502BOLTON PARTNERS, INC. ANCILLARY BENEFIT PLANFully InsuredEYE MED VISION CARE$14K882024
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