Cause IQ vendor profile

Bolton Partners


Bolton Partners is a firm that provides actuarial services, insurance agent or broker, consulting services, financial advisor, and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Maryland and New Jersey (although they are present in other states as well).

Most Bolton Partners clients are health and welfare funds with revenues ranging from $8.1 million to $60 million.

Primary location:
Baltimore, MD
Clients in:
MD, NJ
Identified clients:
23
Avg client size:
$26 mil revenue
Median client size:
$10 mil revenue

Bolton Partners client list

  Name Type Location
1 The Associated Jewish Community Federation of Baltimore 501(c)(3) Baltimore, MD
2 Stevenson University 501(c)(3) Owings Mills, MD
3 Ironworkers Local 11 Welfare Fund 501(c)(9) Springfield, NJ
4 Iron Workers District Council of Philadelphia and Vicinity Benefit and Pension Plans 501(c)(9) Springfield, NJ
5 Steamfitters local Union #475 Welfare Fund 501(c)(9) Warren, NJ
6 Local 274 Health and Welfare Fund 501(c)(9) Cherry Hill, NJ
7 Plumbers and Steamfitters Local No 7 Welfare Fund 501(c)(9) Latham, NY
8 Warehouse Employees Local No 570 Trust Fund 501(c)(9) Baltimore, MD
9 Sheet Metal Workers Welfare Fund-22 501(c)(9) Cranford, NJ
10 Pipeline Industry Benefit Fund 501(c)(9) Tulsa, OK
... and 13 more Bolton Partners not-for-profit tax-exempt clients identified by Cause IQ

Bolton Partners competitors

Competitors to Bolton Partners in the nonprofit sector include Segal Consulting, Definiti, LLC, Benesys Inc, CBIZ, Milliman Inc, Sei Investments, Ropes and Gray LLP, CBIZ Retirement Plan Services, Minnesota Life Insurance Company, and Pentegra Services Inc..

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