# Orange & Rockland Utilities, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/orange-rockland-utilities-inc-131727729-514

> Orange & Rockland Utilities, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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