Polen Capital Management — 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 Management is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,598,284 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,598,284
- Reported indirect compensation
- $0
- Total reported compensation
- $1,598,284
- Filings
- 15
- Plan sponsors
- 14
- Plans
- 15
- 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 |
|---|---|---|---|
| The Kroger Co. | OH | 1 | $459,493 |
| At&T Inc. | TX | 2 | $290,000 |
| Cedars-Sinai Medical Center | CA | 1 | $150,027 |
| Atlanta Plumbers & Steamfitters Pension Fund | FL | 1 | $141,700 |
| Fluor Corporation Master Retirement Trust (Dc) | TX | 1 | $117,596 |
| Riceland Foods, Inc. | AR | 1 | $105,109 |
| Cement Masons Local 780 Pension Fund | NY | 1 | $94,902 |
| Joint Bot Cleveland Bakers And Teamsters Pension Fund | OH | 1 | $90,434 |
| Tidalhealth, Inc. | MD | 1 | $40,620 |
| Board Of Trustees Michiana Area Electrical Workers Pension Fund | MI | 1 | $36,047 |
State footprint
Plans reporting Polen Capital Management are sponsored in TX (3), NY (3), OH (2), MD (1), MI (1), AR (1), PA (1), TN (1), FL (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Kroger Co. | The Kroger Co. Defined Contribution Plan Master Trust | 2023 | $459,493 | $0 |
| At&T Inc. | At&T Savings Group Investment Trust | 2023 | $199,000 | not reported in the loaded dataset |
| Cedars-Sinai Medical Center | Cedars-Sinai Health System Defined Benefit Retirement Plan | 2023 | $150,027 | not reported in the loaded dataset |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | 2023 | $141,700 | not reported in the loaded dataset |
| Fluor Corporation Master Retirement Trust (Dc) | Fluor Corporation Master Retirement Trust (Dc) | 2023 | $117,596 | not reported in the loaded dataset |
| Riceland Foods, Inc. | Riceland Foods, Inc. Employee Benefit Pension Plan | 2023 | $105,109 | not reported in the loaded dataset |
| Cement Masons Local 780 Pension Fund | Cement Masons Local 780 Pension Fund | 2023 | $94,902 | not reported in the loaded dataset |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $91,000 | not reported in the loaded dataset |
| Joint Bot Cleveland Bakers And Teamsters Pension Fund | Cleveland Bakers And Teamsters Pension Fund | 2023 | $90,434 | not reported in the loaded dataset |
| Tidalhealth, Inc. | Tidalhealth Pension Plan | 2023 | $40,620 | not reported in the loaded dataset |
| Board Of Trustees Michiana Area Electrical Workers Pension Fund | Michiana Area Electrical Workers Pension Fund | 2023 | $36,047 | not reported in the loaded dataset |
| Northeast District Council Of The Opcmia Welfare Fund | Northeast District Council Of The Opcmia Welfare Fund | 2023 | $26,198 | not reported in the loaded dataset |
| Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund | Roofers Local No. 74/ No. 203 Pension Plan | 2023 | $21,554 | not reported in the loaded dataset |
| Glasgow, Inc. | Glasgow, Inc. Pension Plan | 2023 | $12,380 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | 2023 | $12,224 | not reported in the loaded dataset |
Related Form 5500 pages
- The Kroger Co. Defined Contribution Plan Master Trust (plan 009)
- The Kroger Co. — all reported plans
- At&T Savings Group Investment Trust (plan 021)
- At&T Inc. — all reported plans
- Cedars-Sinai Health System Defined Benefit Retirement Plan (plan 001)
- Cedars-Sinai Medical Center — all reported plans
- Atlanta Plumbers & Steamfitters Pension Fund (plan 001)
- Atlanta Plumbers & Steamfitters Pension Fund — all reported plans
- Fluor Corporation Master Retirement Trust (Dc) (plan 001)
- Fluor Corporation Master Retirement Trust (Dc) — all reported plans
- Riceland Foods, Inc. Employee Benefit Pension Plan (plan 002)
- Riceland Foods, Inc. — all reported plans
- Cement Masons Local 780 Pension Fund (plan 001)
- Cement Masons Local 780 Pension Fund — all reported plans
- Sbc Master Pension Trust (plan 020)
- Cleveland Bakers And Teamsters Pension Fund (plan 001)
- Joint Bot Cleveland Bakers And Teamsters Pension Fund — all reported plans
- Tidalhealth Pension Plan (plan 001)
- Tidalhealth, Inc. — all reported plans
- Michiana Area Electrical Workers Pension Fund (plan 001)
- Board Of Trustees Michiana Area Electrical Workers Pension Fund — all reported plans
- Northeast District Council Of The Opcmia Welfare Fund (plan 501)
- Northeast District Council Of The Opcmia Welfare Fund — all reported plans
- Roofers Local No. 74/ No. 203 Pension Plan (plan 001)
- Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund — all reported plans
- Glasgow, Inc. Pension Plan (plan 001)
- Glasgow, Inc. — all reported plans
- Plumbers & Steamfitters Local 43 Pension Fund (plan 001)
- Plumbers & Steamfitters Local 43 Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources