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, New Jersey, and New York (although they are present in other states as well).
Most Bolton Partners clients are health and welfare funds with revenues ranging from $9.7 million to $51 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Associated Jewish Community Federation of Baltimore | 501(c)(3) | Baltimore, MD | ||
| 2 | Ironworkers Local 11 Welfare Fund | 501(c)(9) | Springfield, NJ | ||
| 3 | Iron Workers District Council of Philadelphia and Vicinity Benefit and Pension Plans | 501(c)(9) | Springfield, NJ | ||
| 4 | Plumbers and Steamfitters Local No 21 Welfare Fund | 501(c)(9) | Peekskill, NY | ||
| 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 | Sheet Metal Workers Welfare Fund-22 | 501(c)(9) | Kenilworth, NJ | ||
| 8 | Plumbers and Steamfitters Local No 7 Welfare Fund | 501(c)(9) | Latham, NY | ||
| 9 | Warehouse Employees Local No 570 Trust Fund | 501(c)(9) | Baltimore, MD | ||
| 10 | International Alliance of Theatrical Stage Employees Local 22 - Welfare Fund | 501(c)(9) | Silver Spring, MD | ||
| ... | and 14 more Bolton Partners not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Bolton Partners in the nonprofit sector include Buck Global LLC, Segal Consulting, CBIZ Financial Solutions Inc, Benesys Inc, Definiti, LLC, CBIZ, Milliman Inc, Marquette and Associates, Ropes and Gray LLP, and Sei Investments.
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