Plan Snapshot
- Plan Sponsor: Orange & Rockland Utilities, INC.
- Sponsor EIN: 131727729
- Sponsor Address: 1 BLUE HILL PLAZA, PEARL RIVER, NY, 109653104
- Plan Type: Health & Welfare
- Plan Number: 514
- Total Participants: 0
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $7.0M | $4.2M | $693,846 |
| 2023 | 0 | $5.8M | $3.7M | $671,590 |
| 2022 | 0 | $5.0M | $2.7M | $671,585 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $149,904 | — | $149,904 |
| COHNREZNICK LLP | Other Service Provider | $36,800 | — | $36,800 |
| THE BANK OF NEW YORK MELLON | Investment Advisor | $21,833 | — | $21,833 |
| ERNST AND YOUNG LLP | Auditor | $9,394 | — | $9,394 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST AND YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,931
- Estimated Expense Ratio: 3.113% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $467,388 | $2,231 | $161,810 | $46,194 | — |
| 2023 | $233,932 | $11,397 | — | $35,400 | — |
| 2022 | $227,251 | $25,304 | — | — | $50,199 |