Form 5500 · Employee benefit plan · BOCA RATON, FL
POLEN CAPITAL MANAGEMENT, LLC
POLEN CAPITAL MANAGEMENT, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CODE SMITH BENEFITS, LLC. Coverage is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-0319356 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental, Vision | 229 | December | $22,277 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 221 | December | $20,767 |
Questions
Who is POLEN CAPITAL MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, POLEN CAPITAL MANAGEMENT, LLC's broker of record is CODE SMITH BENEFITS, LLC.
What insurance carrier does POLEN CAPITAL MANAGEMENT, LLC use?
POLEN CAPITAL MANAGEMENT, LLC's benefit plan is written through CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, among 2 disclosed carriers.
When does POLEN CAPITAL MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for POLEN CAPITAL MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from POLEN CAPITAL MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.