How big is Hospital Central Services Cooperative, Inc.'s plan?

Hospital Central Services Cooperative, Inc.'s plan reported $3.4M in assets and 514 participants for 2023.

Original filing (PDF)20250415145130NAL0003399649001

Hospital Central Services Cooperative, Inc.

Name: Hospital Central Services Cooperative, Inc. — Form 5500 Plan 004 (2023)
Creator: Hospital Central Services Cooperative, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hospital Central Services Cooperative, Inc. Retirement Savings Plan

401(k) retirement plan · Hospital Central Services Cooperative, Inc.'s Hospital Central Services Cooperative, Inc. Retirement Savings Plan held $3.4M in plan assets for 514 participants in 2023, with Empower as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond28% in single holding

Active participants

514

Accounts w/ balance

353

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

LORI Ofner-Kline signed Hospital Central Services Cooperative, Inc.'s 2023 Form 5500 as plan administrator.

LORI Ofner-Kline — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hospital Central Services Cooperative, Inc.'s EIN is 23-1709244.

EIN 23-1709244

Plan number 004

Plan year 2023

ACK ID 20250415145130NAL0003399649001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hospital Central Services Cooperative, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hospital Central Services Cooperative, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOSPITAL CENTRAL SERVICES COOPERATIVE, INC..

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

HOSPITAL CENTRAL SERVICES COOPERATIVE, INC.

EIN

all filings

Address

2171 28TH STREET SW · ALLENTOWN, PA · 18103

Phone

(610) 791-2222

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT ADVISOR	$6K	—

Investments

27 direct securities· $3.4M(100% of reported assets)

Other securities

$2.8M

16 holdings

Mutual Funds

$295K

6 holdings

Bonds / Notes

$198K

1 holding

Common Collective Trusts

$27K

4 holdings

					% of plan
MassMutual Guaranteed Insurance Contract	Other securities	—	—	$956K	28.4%
Amercn Funds 2040 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$533K	15.8%
JP Morgan US Equity Fund Mutual Fund	Other securities	—	—	$355K	10.5%
Participants Participant Loans Rates from 4.25% to 9.50%	Bonds / Notes	—	—	$198K	5.9%
PGIM Total Return Bd Fund Mutual Fund	Other securities	—	—	$168K	5.0%
Vanguard US Growth Fund Mutual Fund	Mutual Funds	—	—	$150K	4.4%
Amercn Funds 2045 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$144K	4.3%
Amercn Funds 2055 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$131K	3.9%
Amercn Funds 2030 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$112K	3.3%
Amercn Funds 2050 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$102K	3.0%
Vanguard Internatl Growth Fund Mutual Fund	Mutual Funds	—	—	$95K	2.8%
Amercn Funds 2060 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$82K	2.4%
Amercn Funds 2035 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$68K	2.0%
Amercn Funds Amer Mutual Fund Mutual Fund	Other securities	—	—	$68K	2.0%
Amercn Funds 2025 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$43K	1.3%
Amercn Funds 2065 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$30K	0.9%
AB Small Cap Growth Fund Mutual Fund	Other securities	—	—	$22K	0.7%
Franklin Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$21K	0.6%
BlackRock Mid-Cap Gr Equi Fund Mutual Fund	Other securities	—	—	$21K	0.6%
DFA US Vector Equity Fund Mutual Fund	Mutual Funds	—	—	$19K	0.6%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$14K	0.4%
Amercn Funds 2020 Trgt Dt Ret Fnd Mutual Fund	Other securities	—	—	$11K	0.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$7K	0.2%
Nuveen Real Estate Securities Select R6 Mutual Fund	Mutual Funds	—	—	$7K	0.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Balanced Index ADM Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%