2023 Form 5500 filing — Orange And Rockland Utilities, Inc. Hourly Retirees Group Insurance Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010102934NAL0009910979001) for Orange And Rockland Utilities, Inc. Hourly Retirees Group Insurance Plan, reported by Orange & Rockland Utilities, Inc. under EIN 13-1727729 and plan number 515. It reports 512 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010102934NAL0009910979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orange & Rockland Utilities, Inc.
- EIN
- 13-1727729
- Plan number
- 515
- Location
- Pearl River, NY
- Participants
- 512
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,536,107
- Total liabilities (EOY)
- $63,948
- Net assets (EOY)
- $174,472,159
- Employer contributions
- $172,623
- Participant contributions
- $640,777
- Total income / additions
- $33,250,900
- Benefits paid
- $6,072,873
- Administrative expenses
- $408,291
- Total expenses
- $6,481,164
- Net increase / (decrease)
- $26,769,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Metropolitan Life Insurance Company | NONE | $182,240 | not reported in the loaded dataset |
| Bny Mellon | NONE | $97,996 | $0 |
| Cohnreznick Llp | NONE | $39,800 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $30,331 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $21,834 | $0 |
| Buck Global, LLC | NONE | $11,930 | not reported in the loaded dataset |
| Ernst And Young U.S. Llp | NONE | $5,188 | not reported in the loaded dataset |