Polen Capital Management, LLC — 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, LLC is reported as a service provider on 21 loaded Form 5500 filing(s) across 21 plan sponsor(s) and 21 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,146,558 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $5,146,558
- Reported indirect compensation
- $0
- Total reported compensation
- $5,146,558
- Filings
- 21
- Plan sponsors
- 21
- 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 Of The U.A. Local No. 393 Defined Benefit Pension Pl | CA | 1 | $1,132,297 |
| Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | CA | 1 | $650,788 |
| Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan | CA | 1 | $535,828 |
| Pension Committee Of Mlb Players Benefit Plan | MD | 1 | $520,254 |
| Board Of Trustees Of Nycdcc Pension Fund | NY | 1 | $362,249 |
| The Hearst Corporation | NC | 1 | $319,978 |
| Board Of Trustees Mason Tenders District Council Pension Fund | NY | 1 | $305,586 |
| Sheet Metal Workers Pension Trust | CA | 1 | $285,356 |
| Board Of Trustees Mason Tenders District Council Annuity Fund | NY | 1 | $262,043 |
| Board Of Trustees Automotive Industries Pension Plan | CA | 1 | $190,659 |
State footprint
Plans reporting Polen Capital Management, LLC are sponsored in CA (6), NY (6), PA (2), TX (2), GA (1), MD (1), RI (1), TN (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl | U.A. Local No. 393 Defined Benefit Pension Plan | 2023 | $1,132,297 | not reported in the loaded dataset |
| Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | Iuoe Stationary Engineers Local 39 Pension Plan | 2023 | $650,788 | not reported in the loaded dataset |
| Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan | U. A. Local No. 393 Defined Contribution Plan | 2023 | $535,828 | not reported in the loaded dataset |
| Pension Committee Of Mlb Players Benefit Plan | Major League Baseball Players Pension Plan | 2023 | $520,254 | not reported in the loaded dataset |
| Board Of Trustees Of Nycdcc Pension Fund | New York District Council Of Carpenters Pension Pl | 2023 | $362,249 | not reported in the loaded dataset |
| The Hearst Corporation | The Hearst Corporation Master Trust For Pension And Profit Sharing Plans | 2023 | $319,978 | not reported in the loaded dataset |
| Board Of Trustees Mason Tenders District Council Pension Fund | Mason Tenders' District Council Pension Fund | 2023 | $305,586 | not reported in the loaded dataset |
| Sheet Metal Workers Pension Trust | Sheet Metal Workers Pension Plan Of Northern California | 2023 | $285,356 | not reported in the loaded dataset |
| Board Of Trustees Mason Tenders District Council Annuity Fund | Mason Tenders District Council Annuity Fund | 2023 | $262,043 | not reported in the loaded dataset |
| Board Of Trustees Automotive Industries Pension Plan | Automotive Industries Pension Plan | 2023 | $190,659 | not reported in the loaded dataset |
| Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan | Nurses And Local 813 Ibt Retirement Plan | 2023 | $118,135 | not reported in the loaded dataset |
| Skf Usa Inc. | Skf Usa Inc. Master Trust | 2023 | $116,665 | not reported in the loaded dataset |
| Lifespan Corporation | Lifespan Corporation Retirement Plan | 2023 | $100,291 | not reported in the loaded dataset |
| The Coca-Cola Company Master Trust For 401(K) Plans | Us Large Cap Active Equity Fund | 2023 | $72,237 | not reported in the loaded dataset |
| Board Of Trustees Of U.A. Local 38 Trust Funds | U. A. Local 38 Defined Benefit Pension Plan | 2023 | $64,649 | not reported in the loaded dataset |
| Board Of Trustees General Building Local 66 Pension Fund | General Building Laborers' Local 66 Pension Fund | 2023 | $44,341 | not reported in the loaded dataset |
| Bradford White Corporation | Bradford White Corporation Uaw Retirement Income Plan | 2023 | $21,834 | not reported in the loaded dataset |
| Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund | 2023 | $19,173 | not reported in the loaded dataset |
| Vinson & Elkins Llp | Vinson & Elkins L.L.P. Retirement Plan Master Trust Participant Directed | 2023 | $18,850 | not reported in the loaded dataset |
| Eastman Chemical Company | Eastman Chemical Company Master Retirement Trust | 2023 | $5,345 | not reported in the loaded dataset |
| Riviana Foods Inc. | Riviana Foods Inc. Retirement Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- U.A. Local No. 393 Defined Benefit Pension Plan (plan 002)
- Board Of Trustees Of The U.A. Local No. 393 Defined Benefit Pension Pl — all reported plans
- Iuoe Stationary Engineers Local 39 Pension Plan (plan 001)
- Bot Of Iuoe Stationary Engineers Local 39 Pension Plan — all reported plans
- U. A. Local No. 393 Defined Contribution Plan (plan 003)
- Board Of Trustees Of The U.A. Local No. 393 Defined Contribution Plan — all reported plans
- Major League Baseball Players Pension Plan (plan 001)
- Pension Committee Of Mlb Players Benefit Plan — all reported plans
- New York District Council Of Carpenters Pension Pl (plan 001)
- Board Of Trustees Of Nycdcc Pension Fund — all reported plans
- The Hearst Corporation Master Trust For Pension And Profit Sharing Plans (plan 001)
- The Hearst Corporation — all reported plans
- Mason Tenders' District Council Pension Fund (plan 074)
- Board Of Trustees Mason Tenders District Council Pension Fund — all reported plans
- Sheet Metal Workers Pension Plan Of Northern California (plan 001)
- Sheet Metal Workers Pension Trust — all reported plans
- Mason Tenders District Council Annuity Fund (plan 076)
- Board Of Trustees Mason Tenders District Council Annuity Fund — all reported plans
- Automotive Industries Pension Plan (plan 001)
- Board Of Trustees Automotive Industries Pension Plan — all reported plans
- Nurses And Local 813 Ibt Retirement Plan (plan 001)
- Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan — all reported plans
- Skf Usa Inc. Master Trust (plan 016)
- Skf Usa Inc. — all reported plans
- Lifespan Corporation Retirement Plan (plan 001)
- Lifespan Corporation — all reported plans
- Us Large Cap Active Equity Fund (plan 001)
- The Coca-Cola Company Master Trust For 401(K) Plans — all reported plans
- U. A. Local 38 Defined Benefit Pension Plan (plan 001)
- Board Of Trustees Of U.A. Local 38 Trust Funds — all reported plans
- General Building Laborers' Local 66 Pension Fund (plan 001)
- Board Of Trustees General Building Local 66 Pension Fund — all reported plans
- Bradford White Corporation Uaw Retirement Income Plan (plan 003)
- Bradford White Corporation — all reported plans
- Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund (plan 001)
- Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd — all reported plans
- Vinson & Elkins L.L.P. Retirement Plan Master Trust Participant Directed (plan 005)
- Vinson & Elkins Llp — all reported plans
- Eastman Chemical Company Master Retirement Trust (plan 003)
- Eastman Chemical Company — all reported plans
- Riviana Foods Inc. Retirement Plan (plan 001)
- Riviana Foods Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources