Polen Capital — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Polen Capital is reported as a service provider on 21 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 21 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,507,634 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,507,634
- Reported indirect compensation
- $0
- Total reported compensation
- $1,507,634
- Filings
- 21
- Plan sponsors
- 20
- Plans
- 21
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Board Of Trustees Local 351 Pension Fund | NJ | 1 | $560,484 |
| Board Of Trustees - Southern Electrical Retirement Fund | TN | 1 | $291,465 |
| Board Of Trustees, Northern California Tile Industry | CA | 2 | $162,127 |
| Board Of Trustees Cwa/Itu Negotiated Pension Plan | NJ | 1 | $102,762 |
| Les Schwab Warehouse Center, LLC | OR | 1 | $82,591 |
| Hawaii Sheet Metal Workers Pension Fund | HI | 1 | $58,455 |
| Rochester Laborers Pension Fund | NY | 1 | $57,744 |
| American Bureau Of Shipping | TX | 1 | $48,212 |
| Board Of Trustees - Tidewater Electrical Industry Pension Fund | VA | 1 | $43,158 |
| Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | VA | 1 | $34,985 |
State footprint
Plans reporting Polen Capital are sponsored in MI (5), TN (3), NY (3), VA (2), NJ (2), CA (2), OR (1), HI (1), TX (1), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Local 351 Pension Fund | Local 351 Ibew Pension Plan | 2023 | $560,484 | not reported in the loaded dataset |
| Board Of Trustees - Southern Electrical Retirement Fund | Southern Electrical Retirement Fund | 2023 | $291,465 | not reported in the loaded dataset |
| Board Of Trustees, Northern California Tile Industry | Northern California Tile Industry Defined Benefit Pension Plan | 2023 | $136,275 | not reported in the loaded dataset |
| Board Of Trustees Cwa/Itu Negotiated Pension Plan | Cwa/Itu Negotiated Pension Plan | 2023 | $102,762 | not reported in the loaded dataset |
| Les Schwab Warehouse Center, LLC | Les Schwab Profit Sharing Retirement Plan | 2023 | $82,591 | not reported in the loaded dataset |
| Hawaii Sheet Metal Workers Pension Fund | Hawaii Sheet Metal Workers Pension Fund | 2023 | $58,455 | not reported in the loaded dataset |
| Rochester Laborers Pension Fund | Rochester Laborers Pension Fund | 2023 | $57,744 | not reported in the loaded dataset |
| American Bureau Of Shipping | American Bureau Of Shipping Retiree Health & Welfare Plan | 2023 | $48,212 | not reported in the loaded dataset |
| Board Of Trustees - Tidewater Electrical Industry Pension Fund | Tidewater Electrical Industry Pension Fund | 2023 | $43,158 | not reported in the loaded dataset |
| Board Of Trustees Of The Smart Local Unions And Councils Pension Fund | Smart Local Unions And Councils Pension Fund | 2023 | $34,985 | not reported in the loaded dataset |
| Board Of Trustees, Northern California Tile Industry | Northern California Tile Industry Defined Contribution Plan | 2023 | $25,852 | not reported in the loaded dataset |
| Trustees - Sheet Metal Workers Local No. 177 Pension Fund | Sheet Metal Workers Local No. 177 Pension Fund | 2023 | $23,367 | not reported in the loaded dataset |
| Fedex Corporation | Fedex Corporation Employees' Pension Trust | 2023 | $14,811 | not reported in the loaded dataset |
| The Philharmonic-Symphony Society Of New York, Inc. | The New York Philharmonic Orchestra Pension Plan | 2023 | $11,879 | not reported in the loaded dataset |
| Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund | Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund | 2023 | $9,593 | not reported in the loaded dataset |
| Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund | Rochester Laborers' Welfare And Supplemental Unemployment Benefit Fund | 2023 | $6,001 | not reported in the loaded dataset |
| Trustees Of Michigan Electrical Employees' Pension Fund | Michigan Electrical Employees' Pension Plan | 2023 | $0 | $0 |
| Joint Board Of Trustees | Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement | 2023 | $0 | $0 |
| Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd | Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund | 2023 | $0 | $0 |
| Sign, Pictorial And Display Union Local 591 Supplemental Pension | Sign, Pictorial And Display Union Local 591 Supplemental Pension Fund | 2023 | $0 | $0 |
| Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund | Sheet Metal Workers Local Union No. 80 Pension Fund | 2023 | $0 | $0 |
Related Form 5500 pages
- Local 351 Ibew Pension Plan (plan 001)
- Board Of Trustees Local 351 Pension Fund — all reported plans
- Southern Electrical Retirement Fund (plan 001)
- Board Of Trustees - Southern Electrical Retirement Fund — all reported plans
- Northern California Tile Industry Defined Benefit Pension Plan (plan 001)
- Board Of Trustees, Northern California Tile Industry — all reported plans
- Cwa/Itu Negotiated Pension Plan (plan 001)
- Board Of Trustees Cwa/Itu Negotiated Pension Plan — all reported plans
- Les Schwab Profit Sharing Retirement Plan (plan 333)
- Les Schwab Warehouse Center, LLC — all reported plans
- Hawaii Sheet Metal Workers Pension Fund (plan 001)
- Hawaii Sheet Metal Workers Pension Fund — all reported plans
- Rochester Laborers Pension Fund (plan 001)
- Rochester Laborers Pension Fund — all reported plans
- American Bureau Of Shipping Retiree Health & Welfare Plan (plan 510)
- American Bureau Of Shipping — all reported plans
- Tidewater Electrical Industry Pension Fund (plan 001)
- Board Of Trustees - Tidewater Electrical Industry Pension Fund — all reported plans
- Smart Local Unions And Councils Pension Fund (plan 333)
- Board Of Trustees Of The Smart Local Unions And Councils Pension Fund — all reported plans
- Northern California Tile Industry Defined Contribution Plan (plan 002)
- Sheet Metal Workers Local No. 177 Pension Fund (plan 001)
- Trustees - Sheet Metal Workers Local No. 177 Pension Fund — all reported plans
- Fedex Corporation Employees' Pension Trust (plan 001)
- Fedex Corporation — all reported plans
- The New York Philharmonic Orchestra Pension Plan (plan 002)
- The Philharmonic-Symphony Society Of New York, Inc. — all reported plans
- Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund (plan 001)
- Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund — all reported plans
- Rochester Laborers' Welfare And Supplemental Unemployment Benefit Fund (plan 501)
- Rochester Laborers' Welfare - Sub Fund Unemployment Benefit Fund — all reported plans
- Michigan Electrical Employees' Pension Plan (plan 001)
- Trustees Of Michigan Electrical Employees' Pension Fund — all reported plans
- Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement (plan 501)
- Joint Board Of Trustees — all reported plans
- Sign, Pictorial And Display Union Local No. 591 Afl-Cio Pension Fund (plan 001)
- Jt Bd Of Trustees, Sign Pictorial Display Un Local 591 Aflcio Pen Fd — all reported plans
- Sign, Pictorial And Display Union Local 591 Supplemental Pension Fund (plan 001)
- Sign, Pictorial And Display Union Local 591 Supplemental Pension — all reported plans
- Sheet Metal Workers Local Union No. 80 Pension Fund (plan 001)
- Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources