Plan Ledger DOL Form 5500 · updated monthly

Polen Capital Management, LLCbenefits

Polen Capital Management, LLC Employee Benefits Plan · BOCA RATON, FL · plan year 2024

Broker compensation reported · 2024
$51,150

Polen Capital Management, LLC's benefits plans covered 221 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $51,150 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $231 per covered person, above the median for employer plans that report broker pay. Broker pay rose 23% from $41,545 in 2023.

Insurance contracts · 20242
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dental visionpremiums n/a · 229 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 221 covered
Brokers & agents paid · 20243
INTRUST BUSINESS PARTNERS LLC$23,428 · incl $8,106 fees
CODE SMITH BENEFITS, LLC$22,277
CENTERSTONE INS AND FINANCIAL$5,445
Also brokered by Intrust Business Partners LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 260319356 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.