Plan Ledger DOL Form 5500 · updated monthly

BOLTON INSURANCE SERVICES LLCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$8.1M

BOLTON INSURANCE SERVICES LLC was paid $8,077,577 in commissions and fees across 146 employer benefit plans in 2024, as reported on Schedule A ($1,028,739 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 20 client planslost 67

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024146
Open Bank CA$171,043
Onelegacy CA$113,366
Supercare, Inc. CA$103,609
Steven Label CA$92,248
Swat-Fame, Inc. CA$79,844
Lereta, LLC CA$54,907
Westfield, LLC CA$53,777
Sand & Sea Inc. CA$50,963
Xos, Inc. CA$50,058
Ranker, Inc. CA$33,231
Wildwood School CA$31,167
Bentley School CA$28,288
Guess, Inc. CA$25,947
The Whole Child CA$21,628
Abilityfirst CA$15,092
Public Counsel CA$13,257

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the BOLTON INSURANCE SERVICES LLC brand.