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Sponsor portfolioTH

ICON CLINICAL RESEARCH LLC

EIN 23-2689156-Latest filing 2025
Plans
2
Retirement
1
$1.61B assets
Welfare
1
$9.4M premiums
Participants
26,353
731 ARBOR WAY, SUITE 100 - BLUE BELL, PA 19422215-616-3000
Plans on this EIN
2 filings
#001401k-$1.61B - 16,374 part#501Mixed-$9.4M - 10,990 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 10,990 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$3.6M
  • Life$3.6M
  • Vision$1.4M
  • Other$814K
  • Health$108K
  • Prescription drug$108K
Total $9.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA80%
  • VISION SERVICE PLAN15%
  • LEGALPLANS, USA2%
  • TELUS HEALTH (US) LTD.2%
  • TRIPLE S SALUD, INC.1%
  • +2 more
Total $9.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MERCER HEALTH AND BENEFITS, LLC94%
  • CGF INSURANCE LLC3%
  • AON CONSULTING INC3%
Total $91K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ICON CLINICAL RESEARCH, LLC 401(K) PLAN

401k

Assets$1.61B
Participants16,374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ICON CLINICAL RESEARCH HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$9.4M
Covered lives10,990
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ICON CLINICAL RESEARCH, LLC 401(K) PLAN401k$1.61B16,3742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ICON CLINICAL RESEARCH HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$9.4M10,9902025
Retirement plans
Welfare plans
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