# Orange & Rockland Utilities, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/orange-rockland-utilities-inc-131727729-515

> 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:** 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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