Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$263K
- Short-term disability$263K
- Long-term disability$263K
- Other$263K
- Dental$225K
- Vision$225K
Sponsor portfolio
POLEN CAPITAL MANAGEMENT, L.L.C.
EIN 26-0319356Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$76.4M assets
Welfare
1
$487K premiums
Participants
514
1825 NW CORPORATE BLVD., SUITE 300 - BOCA RATON, FL 334318559561-241-2425
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $487K premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA54%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
Broker market share
Schedule A broker compensation
46%top
- INTRUST BUSINESS PARTNERS LLC46%
- CODE SMITH BENEFITS, LLC44%
- CENTERSTONE INSURANCE AND FINANCIAL11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN
401k
Assets$76.4M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
POLEN CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$487K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN | 401k | $76.4M | 293 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | POLEN CAPITAL MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $487K | 229 | 2024 |
Retirement plans
Welfare plans