Bolton Partners Inc is a firm that provides actuarial services, insurance agent or broker, consulting services, and financial advisor to nonprofit clients. They primarily provide their services regionally, with most clients in Maryland, District of Columbia, and New York (although they are present in other states as well).
Most Bolton Partners Inc clients are health and welfare funds, hospitals, and labor unions with revenues ranging from $8.2 million to $279 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Pennsylvania State Education Association (PSEA) | 501(c)(6) | Harrisburg, PA | ||
| 2 | Destination DC | 501(c)(6) | Washington, DC | ||
| 3 | Greater Baltimore Medical Center (GBMC) | 501(c)(3) | Baltimore, MD | ||
| 4 | Association of Universities for Research in Astronomy | 501(c)(3) | Washington, DC | ||
| 5 | MedStar Health | 501(c)(3) | Columbia, MD | ||
| 6 | Metropolitan Center For Mental Health | 501(c)(3) | New York, NY | ||
| 7 | International Association of Fire Fighters (IAFF) | 501(c)(5) | Washington, DC | ||
| 8 | Westchester Teamsters Health and Welfare Fund | 501(c)(9) | Elmsford, NY | ||
| 9 | Local 274 Health and Welfare Fund | 501(c)(9) | Cherry Hill, NJ | ||
| 10 | Warehouse Employees Local No 570 Trust Fund | 501(c)(9) | Baltimore, MD | ||
| ... | and 14 more Bolton Partners Inc not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Bolton Partners Inc in the nonprofit sector include CBIZ Retirement Plan Services, Buck Global LLC, Segal Company, Minnesota Life Insurance Company, Benesys Inc, CBIZ Financial Solutions Inc, Colonial Consulting, Milliman Inc, Matrix Trust Company, and Segal Marco Advisors.
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