PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BOLTON FORD, LLC
Sponsor portfolio

BOLTON FORD, LLC

EIN 72-0796878-retail-Latest filing 2025
Plans
4
Retirement
1
$8.0M assets
Welfare
3
$1.6M premiums
Participants
537
1500 EAST COLLEGE STREET - LAKE CHARLES, LA 70607337-474-0070boltonford.comLinkedIn51-200 employeesretail
Plans on this EIN
4 filings
#001401k-$8.0M - 119 part#502Fully Insured-$1.5M - 198 lives#501Fully Insured-$131K - 311 lives#506Mixed-$16K - 102 lives

Benefits portfolio analytics

3 plans / $1.6M premiums / 611 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$147K
  • Dental$131K
  • Vision$131K
  • Life$131K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • GIS BENEFITS INC1%
Total $106K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOLTON FORD, LLC 401(K) PLAN

401k

Assets$8.0M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BOLTON FORD HEALTH PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$1.5M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BOLTON FORD DENTAL, VISION AND LIFE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$131K
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

BOLTON FORD CRITICAL ILLNESS

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$16K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOLTON FORD, LLC 401(K) PLAN401k$8.0M1192025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BOLTON FORD HEALTH PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$1.5M1982025
501BOLTON FORD DENTAL, VISION AND LIFE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$131K3112025
506BOLTON FORD CRITICAL ILLNESSMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$16K1022025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica