Bolton Partners is a firm that provides actuarial services, consulting services, insurance agent or broker, 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 $7.3 million to $56 million.
| 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 | Plumbers and Steamfitters Local No 7 Welfare Fund | 501(c)(9) | Latham, NY | ||
| 7 | Warehouse Employees Local No 570 Trust Fund | 501(c)(9) | Baltimore, MD | ||
| 8 | Sheet Metal Workers Welfare Fund-22 | 501(c)(9) | Cranford, NJ | ||
| 9 | Government Employees' Benefit Association | 501(c)(9) | Hanover, MD | ||
| 10 | Health and Welfare Trust Fund for Iuoe Local 99 and 99a | 501(c)(9) | Baltimore, MD | ||
| ... | and 12 more Bolton Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Bolton Partners in the nonprofit sector include Benesys Inc, Ropes and Gray LLP, Sei Investments, Milliman Inc, CBIZ Retirement Plan Services, Minnesota Life Insurance Company, Towers Watson Delaware, Inc., Wells Fargo Bank, Gallagher Benefit Services Inc, and Mutual Of America Life Insurance Company.
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