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Sponsor portfolioWelfare / HealthEIN 26-0319356
POLEN CAPITAL MANAGEMENT, LLC
1825 NORTHWEST CORPORATE BOULEVARD · BOCA RATON, FL 33431
5612412425
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$433K
No prior year
Persons covered
167
No prior year
Total participants
174
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $224K | 17.1% | |
| Short-term disability | $224K | 17.1% | |
| Long-term disability | $224K | 17.1% | |
| Other | $224K | 17.1% | |
| Dental | $209K | 15.9% | |
| Vision | $209K | 15.9% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | LSTDLTDOth | $224K | 51.8% | 1 | 1 | 159 |
EIN 591031071 | DV | $209K | 48.2% | 1 | 1 | 167 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CODE SMITH BENEFITS LLC | TAMPA, FL | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $21K | $0 | $21K | 41.1% | 1 |
| INTRUST BUSINESS PARTNERS LLC | TAMPA, FL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $15K | $4K | $19K | 36.7% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $11K | $0 | $11K | 22.2% | 1 |
History & trajectory
5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan