Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Healthcare Community Securities Cor
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Healthcare Community Securities Cor is named as a service provider on the Schedule C of 26 retirement plans with 100 or more participants for plan year 2024, covering 53,029 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.6M. Per plan, the median was $56.54 per participant, with the middle half of plans between $31.79 and $101. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (25) and Pennsylvania (1).
In 2009 it appeared on 9 such filings; in 2024, 26. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $31.79 | $56.54 | $101 |
| Compensation as a share of plan net assets | 0.06% | 0.14% | 0.21% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| United Health Services, Inc. 403(b) Retirement Plan | United Health Services, Inc. | NY | 8,760 | $391M | $225K |
| South Nassau Communities Hospital Employee Defined Contribution Retirement Plan | South Nassau Communities Hospital | NY | 5,254 | $359M | $175K |
| MVHS, Inc. 401(k) Plan | MVHS Inc. | NY | 5,068 | $333M | $149K |
| MVHS, Inc. 403(b) Plan | MVHS, Inc. | NY | 4,312 | $197M | $67K |
| Metropolitan Jewish Health System, Inc. 403(b) Plan | Metropolitan Jewish Health System, Inc. | NY | 3,947 | $201M | $123K |
| The 401(k) Retirement Plan for Employees of the | Center for Disability Services | NY | 3,201 | $106M | $152K |
| Cayuga Health 403(b) Plan | Cayuga Medical Center at Ithaca | NY | 2,673 | $121M | $5,836 |
| Metropolitan Jewish Pension Plan | Metropolitan Jewish Health System, Inc. | NY | 2,628 | $161M | $97K |
| St. Lawrence Health System 403(b) Retirement Plan | St. Lawrence Health System, Inc. | NY | 2,580 | $173M | $247K |
| Retirement Savings Plan of Finger Lakes Regional Health System | Finger Lakes Regional Health System, Inc. | NY | 2,071 | $105M | $180K |
| St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan | St. Mary's Healthcare System for Children, Inc. | NY | 1,922 | $108M | $202K |
| Wayne Memorial Defined Contribution 403(b) Plan | Wayne Memorial Hospital | PA | 1,605 | $78.8M | $105K |
| Niagara Falls Memorial Medical Center Sponsored 403(b) Plan | Niagara Falls Memorial Medical Center | NY | 1,473 | $31.4M | $69K |
| Claxton-Hepburn Medical Center 403(b) Retirement Plan | Claxton-Hepburn Medical Center | NY | 1,115 | $88.0M | $148K |
| The Adirondack Health Tax Deferred Annuity Plan | Adirondack Medical Center DBA Adirondack Health | NY | 1,070 | $102M | $125K |
| Nicholas H. Noyes Tax Sheltered Savings Plan | Nicholas H. Noyes Memorial Hospital | NY | 900 | $35.6M | $26K |
| Columbia Memorial Hospital Retirement Plan | Columbia Memorial Hospital | NY | 738 | $34.4M | $62K |
| Jones Memorial Hospital Defined Contribution 403(b) Plan | Jones Memorial Hospital | NY | 652 | $10.5M | $22K |
| Blythedale Children's Hospital Defined Contribution Plan | Blythedale Childrens Hospital | NY | 610 | $26.0M | $58K |
| Section 403(b) Retirement Plan for Hudson Valley Hospice | Hudson Valley Hospice | NY | 454 | $12.7M | $53K |
| Haraden Motor Car Corp. 401(k) Retirement Plan | Haraden Motor Car Corporation | NY | 417 | $19.9M | $45K |
| Woodland Pond 403(b) Pension Plan | Woodland Pond | NY | 374 | $4.2M | $9,405 |
| Gnyha Profit Sharing and Savings Plan | Greater New York Hospital Association | NY | 367 | $107M | $213K |
| TIAA-CREF Tax Deferred Annuity for All Employees O | The Albany Academies | NY | 365 | $37.0M | $38K |
| Modern Language Association Defined Contribution Retirement Plan | Modern Language Association of America | NY | 276 | $56.6M | $10K |
| Baptist Health System Retirement Plan | Baptist Health System | NY | 197 | $5.2M | $15K |
Questions and answers
How many plans does Healthcare Community Securities Cor serve?
26 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Healthcare Community Securities Cor?
The median plan reported $56.54 per participant in direct and indirect compensation (26 plans reporting an amount), or 0.14% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (11 plans), Consulting (general) (8 plans), Investment management (4 plans) and Insurance services (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.