BOLTON INSURANCE SERVICES LLCbroker

Benefits brokerage · plan year 2024 · page 2

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
won Fingercheck LLC
won Michelman & Robinson, LLP
won Concord Music Group, Inc.
won Unicom Systems, Inc.
won Laurel AG & Water
won Harbor Rail Services of California
lost Newlight Technologies, Inc.
lost Sequoia Consulting Group, LLC
lost Energy Vault, Inc.
lost Atkinson, Andelson, Loya, Ruud and Romo
lost Golden West Packaging Group LLC
lost Prometheus Real Estate Group, Inc.
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
Writers Guild of America West, Inc. CA$11,141
Advantage Media Services Inc. CA$10,915
Pacific Asian Consortium in Employment CA$9,747
Ys Garments, LLC dba Next Level Apparel CA$9,509
Lawrys Restaurants Inc. CA$9,478
Southwestern Industries, Inc. CA$8,886
Sunwest Bank CA$8,296
Boudreau Pipeline Corporation CA$8,203
Aaa Companies CA$7,700
Prolifics, Inc. FL$6,990
Woodcraft Rangers CA$6,963
Vytalogy Wellness, LLC CA$6,323
Lincoln Training Center and Rehabilitation Workshop, Inc. CA$5,810
Laurel AG & Water CA$5,737
Comparenetworks, Inc. CA$5,552
Community Partners CA$5,530
Champion Discs, Incorporated CA$5,414
Daily Journal Corporation CA$4,480
Csi Electrical Contractors, Inc. CA$3,403
Kidango, Inc. CA$3,133
A-Mark Precious Metals, Inc. CA$2,923
Firststeps for Kids, Inc. CA$2,848
Abode Services CA$2,839
Tower Semiconductor CA$2,824
Herald Christian Health Center CA$2,731
Nautilus International Holding Corporation CA$2,544
Antis Roofing & Waterproofing, Inc. / Antis Marketing, Inc. CA$2,315
Phoenix Houses of California, Inc. CA$2,088
Hmm (America), Inc. TX$1,931
Acco Engineered Systems CA$1,627
Children's Day School CA$1,520
Vernon Central Warehouse, Inc. CA$1,475
Charles Pankow Builders, LTD CA$1,240
Del Real Foods, LLC CA$1,167
Union Station Homeless Services CA$973
The Bishop's School CA$782
Harbor Rail Services of California CA$634
La Follette, Johnson, Dehaas, Fesler & Ames CA$557
Phr Management, Inc. dba Anaheim Majestic Garden Hotel CA$523
Nissin Foods USA Co., Inc. CA$469
Speech & Language Development Center CA$395
Plaza de la Raza Child Development Services, Inc. CA$328
The California Endowment CA$232
Fingercheck LLC NY$169
Southern California Institute of Architecture CA$163
Toyota of Escondido CA$67

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