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: 515
- Total Participants: 0
- Total Assets: $185.3M
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 | $185.3M | $606,939 | $648,812 |
| 2023 | 0 | $174.5M | $172,623 | $640,777 |
| 2022 | 0 | $147.8M | $484,356 | $614,781 |
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 | $182,469 | — | $182,469 |
| MELLON CAPITAL MANAGEMENT | Custodian / Trustee | $62,717 | — | $62,717 |
| COHNREZNICK LLP | Other Service Provider | $36,800 | — | $36,800 |
| BUCK GLOBAL, LLC | Other Service Provider | $35,399 | — | $35,399 |
| THE BANK OF NEW YORK MELLON | Investment Advisor | $22,429 | — | $22,429 |
| MELLON INVESTMENTS | Custodian / Trustee | $19,941 | — | $19,941 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $7,066 | — | $7,066 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $366,821
- Estimated Expense Ratio: 0.198% 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 | $387,490 | $82,658 | $199,015 | $36,800 | — |
| 2023 | $408,291 | $97,996 | $202,859 | $39,800 | — |
| 2022 | $428,720 | $34,861 | — | — | $42,258 |