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TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
Legal name: HEALTHCARE COMMUNITY SECURITIES CORPORATION
CRD 36026File 801-67370
APPROVED
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.06B
Top 25% of cohort (national)
Discretionary AUM
$60.1M
Non-discretionary $5.00B
Clients
48
96 accounts
Employees
11
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 5, 2007
- Principal office
- ONE EMPIRE DRIVE, RENSSELAER, NY, 12144
- Phone
- 518-431-7600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.06B
- Discretionary AUM
- $60.1M
- Non-discretionary AUM
- $5.00B
- Discretionary accounts
- 6
- Non-discretionary accounts
- 90
- Total accounts
- 96
- AUM per client
- $105.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.3M |
| Pension and profit sharing plans | 48 | $5.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $4,551,889,453 | $5,057,880,906 | increased by$505,991,453 |
| Apr 1, 2026 | Accounts | 110 | 96 | decreased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 11 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 48 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,510,736,863 | $4,551,889,453 | increased by$1,041,152,590 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 46 | 110 | increased by64 |
| Apr 1, 2022 | Employees | 19 | 16 | decreased by3 |
| Apr 1, 2022 | Clients | 47 | 39 | decreased by8 |
| Apr 1, 2022 | AUM | $3,535,391,323 | $3,510,736,863 | decreased by$24,654,460 |
| Apr 1, 2022 | Accounts | 47 | 46 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUEPLAN BENEFIT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUEPLAN BENEFIT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.