Form 5500 · Employee benefit plan · BLUE BELL, PA
ICON CLINICAL RESEARCH LLC
The filing calls this plan ICON CLINICAL RESEARCH HEALTH AND WELFARE PLAN.
ICON CLINICAL RESEARCH LLC of BLUE BELL, PA is a 10,755-participant professional services employer — a large group whose insured benefits are disclosed on Schedule A of its Form 5500. Its broker of record is CGF INSURANCE. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-2689156 · plan 501 · plan year 2025, filed Sep 23, 2026
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2,778 other employer plans in Pennsylvania have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 2 insured health contracts, with TRIPLE S SALUD, INC., covers 9 of 10,755 participants (under 0.1%) on Schedule A.
4 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 9 insured contracts covering health, vision, life and disability; the largest, with LIFE INSURANCE COMPANY OF NORTH AMERICA, covers 9,465 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 4 contracts here that do not say what they cover.
Reported premium across the insured contracts is $9,446,991, with $5,293 in disclosed broker commissions — about 0.1% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in May. The plan is on a split renewal cycle.
CGF INSURANCE is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| TRIPLE S SALUD, INC. | Health | 9 | Jan 1, 2026 | $58,848 | $2,913 |
| ACE AMERICAN INSURANCE COMPANY | — | 8,810 | Jun 1, 2025 | $47,599 | $2,380 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 9,465 | Jan 1, 2026 | $3,630,982 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 9,465 | Jan 1, 2026 | $3,558,451 | $0 |
| VISION SERVICE PLAN | Vision | 6,860 | Jan 1, 2026 | $1,394,591 | $0 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 9,465 | Jan 1, 2026 | $329,395 | $0 |
| LEGALPLANS, USA | — | 920 | Jan 1, 2026 | $190,848 | $0 |
| TELUS HEALTH (US) LTD. | — | 10,990 | Jan 1, 2026 | $187,450 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 5 | Jan 1, 2026 | $48,827 | $0 |
Premium and claims on this contract
TRIPLE S SALUD, INC., contract SP0005123. For the contract year on this filing, the carrier reported $58,848 in premium earned and $27,551 in claims incurred. Dividing one by the other gives 47%.
- TRIPLE S SALUD, INC., contract SP0005123 reported $2,913 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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