Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$224K
- Short-term disability$224K
- Long-term disability$224K
- Other$224K
- Dental$209K
- Vision$209K
Filings through .
Polen Capital Management, L.L.C.
EIN 26-0319356Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$79.9M assets
Health & Benefits
1
$433K premiums
Participants
420
1825 NW CORPORATE BLVD., SUITE 300 - BOCA RATON, FL 334318559561-241-2425
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $433K premiums / 167 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN
401(k)
Assets$79.9M
Participants246
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
POLEN CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$433K
Covered lives167
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN | 401(k) | $79.9M | 246 | 2025 |
- #001 · 401(k) · 2025246
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | POLEN CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $433K | 167 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025167
Retirement plans
Health & Benefits plans